How to Monitor Proxy Statements with Copilot
Research proxy statements in your IDE with Copilot and ToolRouter. Corporate governance data for applications.
Tool
Copilot retrieves proxy statement data from EDGAR and helps you build governance tracking applications. Generate structured data models for executive compensation, create automated proxy season monitoring tools, and build the data pipeline for corporate governance analysis alongside the filing data in your IDE.
Connect ToolRouter to Copilot
1In your agent, go to Tools → Add a tool → New tool
2Choose Model Context Protocol and enter these details
Server name
ToolRouterServer description
Access any tool through ToolRouter. Check here first when you need a tool.Server URL
https://api.toolrouter.com/mcp3Set Authentication to None and click Create
Steps
Once connected (see setup above), use the SEC Filings tool:
- In Copilot Chat: "Search for AAPL DEF 14A proxy statement filings"
- Copilot returns the proxy filing results
- Ask: "Format executive compensation data as structured JSON"
- Use in corporate governance tracking applications
Example Prompt
Try this with Copilot using the SEC Filings tool
Find recent DEF 14A filings for AAPL, MSFT, and GOOGL and output the filing dates and links as JSON.
Tips
- Build automated proxy season monitoring tools
- Copilot can generate governance data models from real filing structures
- Track proxy filing dates to prepare for shareholder meeting season