How to Research Company Filings with Copilot
Search SEC filings in your IDE with Copilot and ToolRouter. EDGAR data for financial applications.
Tool
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
Steps
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
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
- 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