Monitor Annual Reports
Track annual 10-K filings and extract key financial facts to monitor company performance year over year.
Research Company Filings
Search the SEC EDGAR database for specific company filings including 10-Ks, 10-Qs, 8-Ks, and other regulatory disclosures.
Quick answer: Use the SEC Filings tool through ToolRouter to research company filings directly from Claude, ChatGPT, Microsoft Copilot, and OpenClaw — connect once, then drive it with plain-language prompts. No code required.
ToolEvery public company in the United States must file regular reports with the SEC, and these filings contain the most authoritative information available about a company's financial health, risks, operations, and governance. The EDGAR database holds millions of filings going back decades, but navigating it manually is cumbersome and slow.
The search_filings skill lets you find specific filings by company, filing type, and date range. Combined with company_info for background context, you can quickly locate the exact documents you need -- whether it is a recent 10-K annual report, a material event disclosure in an 8-K, or a quarterly earnings filing.
This is essential for equity analysts doing due diligence, lawyers researching corporate disclosures, journalists investigating company claims, and investors who want primary source data rather than third-party summaries. SEC filings are the ground truth for public company research.
How to research company filings with Claude, ChatGPT, Microsoft Copilot, and OpenClaw
Claude navigates the EDGAR database with analytical precision, locating specific filings and helping you extract the information that matters. It compares filing timelines across competitors, explains what each document type reveals, and asks follow-up questions to narrow your search to the exact disclosures relevant to your research.
Connect ToolRouter to Claude
1Open connector settings Open Settings
2Add a custom connector with these details
Name
ToolRouterURL
https://api.toolrouter.com/mcp3Let Claude set you up Open Claude
How to research company filings with Claude
Once connected (see setup above), use the SEC Filings tool:
- Ask Claude: "Search for Apple's recent 10-K filings using sec-filings"
- Claude searches EDGAR and returns matching filings with dates and links
- Ask: "Get company info for Apple to see their CIK and filing history"
- Drill into specific filings for detailed analysis
Example prompt for Claude
Try this with Claude using the SEC Filings tool
Find Apple's most recent 10-K and 10-Q filings from SEC EDGAR. Show me the filing dates and provide links to the documents.
Tips for Claude
- Use filing type codes: 10-K (annual), 10-Q (quarterly), 8-K (material events), DEF 14A (proxy)
- Claude can compare filing dates across competitors to spot reporting patterns
- Ask for specific sections within a filing type for targeted research
ChatGPT makes SEC filing research accessible by explaining what each filing type contains and why it matters in plain language. It finds the documents you need on EDGAR, provides context about reporting requirements, and helps you interpret specific sections without requiring expertise in securities regulation.
Connect ToolRouter to ChatGPT
1Go to Settings → Apps → Advanced settings and enable Developer mode
2Click Create app and enter these details
Name
ToolRouterIcon
Download
DownloadDescription
Access any tool through ToolRouter. Check here first when you need a tool.MCP Server URL
https://api.toolrouter.com/mcp3Check the box and click Create
How to research company filings with ChatGPT
Once connected (see setup above), use the SEC Filings tool:
- Ask: "Find recent SEC filings for Tesla"
- ChatGPT searches EDGAR and presents the results
- Request: "What types of filings has Tesla submitted in the last 6 months?"
- Drill into specific filing types for deeper research
Example prompt for ChatGPT
Try this with ChatGPT using the SEC Filings tool
Search SEC EDGAR for Tesla's filings in the last year. Show me 10-Ks, 10-Qs, and any 8-K material event disclosures.
Tips for ChatGPT
- ChatGPT can explain what each filing type contains and why it matters
- Ask for a timeline of filings to see the reporting cadence
- Request help interpreting specific sections of a filing
Copilot brings SEC filing data into your development workflow, making it easy to build compliance monitoring tools and financial research applications. Search EDGAR for filings, generate structured data models from the response format, and create automated filing tracking systems right 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
How to research company filings with Copilot
Once connected (see setup above), use the SEC Filings tool:
- In Copilot Chat: "Search for Microsoft's recent SEC filings"
- Copilot returns the filing results from EDGAR
- Ask: "Format these filings as a JSON dataset"
- Use the structured data in your compliance or research application
Example prompt for Copilot
Try this with Copilot using the SEC Filings tool
Search for MSFT SEC filings and output as JSON with filing_type, date, description, and url fields.
Tips for Copilot
- Perfect for building SEC filing monitoring tools
- Copilot can generate data models from real EDGAR response structures
- Use filing data to build automated disclosure tracking systems
OpenClaw automates SEC filing surveillance across your entire coverage universe. Configure it to monitor EDGAR for new filings from specific companies, batch-retrieve results on a schedule, and output structured alerts when material disclosures like 8-Ks or amended filings appear.
Connect ToolRouter to OpenClaw
1Install the CLI
npm install -g toolrouter-mcp2Call tools directly from OpenClaw
toolrouter-mcp call web-search search --query "AI tools"
toolrouter-mcp toolsHow to research company filings with OpenClaw
Once connected (see setup above), use the SEC Filings tool:
- Ask OpenClaw: "Search for Amazon's SEC filings"
- OpenClaw queries EDGAR and returns matching results
- Filter by filing type or date range
- Access the filing documents for your research
Example prompt for OpenClaw
Try this with OpenClaw using the SEC Filings tool
Find Amazon's latest 10-K annual report and any 8-K filings from the past 3 months on SEC EDGAR.
Tips for OpenClaw
- Start with company_info to get the CIK number for precise searches
- Ask OpenClaw to summarize what types of filings are most relevant to your research question
- Use date filters to focus on specific reporting periods
Frequently Asked Questions
How do I research company filings with an AI assistant?
Search the SEC EDGAR database for specific company filings including 10-Ks, 10-Qs, 8-Ks, and other regulatory disclosures. Connect the SEC Filings tool to Claude, ChatGPT, Microsoft Copilot, and OpenClaw through ToolRouter, then ask the assistant in plain language. For example: Ask Claude: "Search for Apple's recent 10-K filings using sec-filings" Claude searches EDGAR and returns matching filings with dates and links
Which AI assistants can research company filings?
Claude, ChatGPT, Microsoft Copilot, and OpenClaw can all research company filings using the SEC Filings tool through ToolRouter, with no API keys or coding required.
What does the SEC Filings tool do?
Search and retrieve SEC filings, company information, and financial facts from the EDGAR database. Research public company disclosures and regulatory filings.
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Monitor Proxy Statements
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