How to Research Company Filings with Claude
Research SEC filings with Claude and ToolRouter. Search EDGAR for any company filing instantly.
Tool
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
1Go to Settings → Connectors → Add custom connector
2Enter the details below and click Add
Name
ToolRouterURL
https://api.toolrouter.com/mcp3Done — works on Claude chat, desktop, and mobile
Steps
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
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
- 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