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
Connect ToolRouter
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
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.
How to research company filings
Once connected (see setup above), use the SEC Filings tool — the same steps work with Claude, ChatGPT, Microsoft Copilot, OpenClaw, and any MCP client:
- 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
Try this with 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
- 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
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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Research Quarterly Earnings
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Monitor Proxy Statements
Research proxy statements (DEF 14A) for executive compensation details, board proposals, and shareholder voting items.