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Edgar

REMOTE · GATEWAY.PIPEWORX.IO · 2 COMPONENTS

EDGAR MCP — SEC EDGAR public APIs (free, no auth)

+3 this week 85 Trust /100

Last scanned (10 hours ago)

Scores higher than 91% of remote servers

Reachable. Last reached 5 Nov 2026.

Category Finance and Payments

Recent critical change

Authorization (11 Oct 2026). See the changelog before you install this server.

Trust breakdown (7 categories)

How this component scores in each security and reliability category. Every signal is checked automatically against the live server, and we only credit what we can confirm. How we score → Why this is hard to score →

Endpoint Security81
Transport & Reachability100
Schema Quality & AI Usability82
  • 100% of prompts and resources have a non-trivial description (not blank, and not just the item's name).Pass
  • AI-judged instruction clarity (excellent).Pass
  • Context-footprint check failed: tool/resource definitions use about 35453 tokens (~581/item across 61 items; 61 tools + 0 resources), over budget; trim descriptions and params. See how to fix → Fail
  • Tools include usage examples.Pass
Stability & Change Management90
  • Stability observed for 27 of 30 days with no destabilising changes; credit accrues until the full window elapses.Partial
Tool Coverage100
  • 100% of tools have a non-trivial description (not blank, and not just the tool's name).Pass
  • 100% of tool parameters carry a description.Pass
  • Structured output schemas are declared (13% of tools); any adoption earns full credit.Pass
Tool Safety100
  • No prompt-injection markers were found in the server instructions, tool names or descriptions we captured.Pass
  • All 1 tool(s) whose name or description implies an irreversible operation declare an MCP destructiveHint annotation.Pass
  • An AI judge read all 62 captured unit(s) of tool text and found none that tries to manipulate the model reading it.Pass
Capabilities40
  • Spec-recency check failed: implements MCP spec 2025-03-26; the latest is 2026-07-28. See how to fix → Fail
What we tested

Checks we ran (13)

  • TLS certificate
  • Authorization
  • HTTPS
  • HSTS header
  • DNSSEC
  • Transport
  • Schema quality
  • Stability
  • Tool coverage
  • Injection markers
  • Destructive annotations
  • Judged manipulation
  • MCP protocol

Does not apply to this hosted endpoint (2)

  • Supply Chain SecurityScored on package channels only. This is a hosted endpoint, so there is nothing to install or inspect.
  • Provenance & TransparencyScored on package channels only. This is a hosted endpoint, so there is nothing to install or inspect.

The score does not measure everything. What the score does not measure →

Changelog

Every change we have recorded for this component, newest first. Security-relevant changes are always shown. ▲ marks a change for the better, ▼ a change for the worse; unmarked changes are neutral.

  • 4 Nov 26 +1
    • The server rewrote its instructions, which are the text every model session reads security
    • Tool “deep_research” rewrote its description, which is the text the model reads security
    • Tool “ask_pipeworx_grounded” rewrote its description, which is the text the model reads security
    • Tool “ask_pipeworx_beta” rewrote its description, which is the text the model reads security
    • Tool “ask_pipeworx” rewrote its description, which is the text the model reads security
  • 3 Nov 26 0
    • The server rewrote its instructions, which are the text every model session reads security
    • Tool “ask_pipeworx” rewrote its description, which is the text the model reads security
    • Tool “ask_pipeworx_beta” rewrote its description, which is the text the model reads security
    • Tool “ask_pipeworx_grounded” rewrote its description, which is the text the model reads security
    • Tool “deep_research” rewrote its description, which is the text the model reads security
  • 2 Nov 26 0
    • The server rewrote its instructions, which are the text every model session reads security
    • Tool “ask_pipeworx_grounded” rewrote its description, which is the text the model reads security
    • Tool “ask_pipeworx” rewrote its description, which is the text the model reads security
    • Tool “deep_research” rewrote its description, which is the text the model reads security
    • Tool “ask_pipeworx_beta” rewrote its description, which is the text the model reads security
  • 1 Nov 26 +15
    • Authorization: fail → pass ▲ security
    • The server rewrote its instructions, which are the text every model session reads security
    • Tool “ask_pipeworx” rewrote its description, which is the text the model reads security
    • Tool “deep_research” rewrote its description, which is the text the model reads security
    • Tool “ask_pipeworx_beta” rewrote its description, which is the text the model reads security
    • Tool “ask_pipeworx_grounded” rewrote its description, which is the text the model reads security
  • 31 Oct 26 −14
    • Authorization: pass → fail ▼ critical
    • The server rewrote its instructions, which are the text every model session reads security
    • Tool “ask_pipeworx” rewrote its description, which is the text the model reads security
    • Tool “ask_pipeworx_beta” rewrote its description, which is the text the model reads security
    • Tool “ask_pipeworx_grounded” rewrote its description, which is the text the model reads security
    • Tool “deep_research” rewrote its description, which is the text the model reads security
  • 30 Oct 26 +1
    • The server rewrote its instructions, which are the text every model session reads security
    • Tool “deep_research” rewrote its description, which is the text the model reads security
    • Tool “ask_pipeworx” rewrote its description, which is the text the model reads security
    • Tool “ask_pipeworx_beta” rewrote its description, which is the text the model reads security
    • Tool “ask_pipeworx_grounded” rewrote its description, which is the text the model reads security
    • Tool “compare_entities” rewrote its description, which is the text the model reads security
  • 29 Oct 26 +14
    • Authorization: fail → pass ▲ security
    • The server rewrote its instructions, which are the text every model session reads security
    • Tool “ask_pipeworx” rewrote its description, which is the text the model reads security
    • Tool “ask_pipeworx_beta” rewrote its description, which is the text the model reads security
    • Tool “ask_pipeworx_grounded” rewrote its description, which is the text the model reads security
    • Tool “bet_research” rewrote its description, which is the text the model reads security
    • Tool “deep_research” rewrote its description, which is the text the model reads security
    • “bet_research” reworded the description of “market” cosmetic
  • 28 Oct 26 +1
    • The server rewrote its instructions, which are the text every model session reads security
    • Tool “deep_research” rewrote its description, which is the text the model reads security
    • Tool “edgar_company_filings” rewrote its description, which is the text the model reads security
    • Tool “edgar_search_filings” rewrote its description, which is the text the model reads security
    • Tool “polymarket_kalshi_spread” rewrote its description, which is the text the model reads security
    • Tool “ask_pipeworx_beta” rewrote its description, which is the text the model reads security
    • Tool “ask_pipeworx” rewrote its description, which is the text the model reads security
    • Tool “ask_pipeworx_grounded” rewrote its description, which is the text the model reads security
    • New tool “updown_venue_compare” functional
    • New tool “updown_divergence_rate” functional
    • “edgar_search_filings” reworded the description of “form_type” cosmetic
    • “polymarket_kalshi_spread” reworded the description of “topic” cosmetic
Diagnostics

Diagnostic detail from the automated scan of this channel: what the scanner observed at each step, so you can see exactly where a check passed or failed. It is informational only and never changes the trust score.

Captured 5 Nov 2026 · Probed https://gateway.pipeworx.io/edgar/mcp

TLS valid

Negotiated TLS 1.3 with TLS_AES_128_GCM_SHA256 .

Subject Issuer Valid from Valid until Key Signature Serial
CN=pipeworx.io CN=WE1,O=Google Trust Services,C=US 19 Sept 2026 18 Dec 2026 ECDSA 256 ECDSA-SHA256 907077ac952af983139424aa9b807ef7
SANs: pipeworx.io, gateway.pipeworx.io, *.gateway.pipeworx.io
CN=WE1,O=Google Trust Services,C=US (CA) CN=GTS Root R4,O=Google Trust Services LLC,C=US 13 Dec 2023 20 Feb 2029 ECDSA 256 ECDSA-SHA384 7ff31977972c224a76155d13b6d685e3
CN=GTS Root R4,O=Google Trust Services LLC,C=US (CA) CN=GlobalSign Root CA,OU=Root CA,O=GlobalSign nv-sa,C=BE 15 Nov 2023 28 Jan 2028 ECDSA 384 SHA256-RSA 7fe530bf331343bedd821610493d8a1b

Background: What to check on a remote MCP endpoint →

DNSSEC insecure

Validation of gateway.pipeworx.io. — Not signed

Zone DS Keys Algorithms Outcome
. Trust anchor 20326, 38696 8, 8 Verified
io. DS published 38690 8 Verified
pipeworx.io. No DS Unsigned (proven) parent-signed NSEC/NSEC3 proves an unsigned delegation
Authentication Enforced and verified

The endpoint asked for a token and published valid RFC 9728 metadata describing how to get one.

Result Enforced and verified
Enforced On tool calls
HTTP status 200

WWW-Authenticate challenge Bearer resource_metadata="https://gateway.pipeworx.io/.well-known/oauth-protected-resource/edgar/mcp" scope="pipeworx:read"

Bearer resource_metadata="https://gateway.pipeworx.io/.well-known/oauth-protected-resource/edgar/mcp" scope="pipeworx:read"

Protected resource metadata

Document https://gateway.pipeworx.io/.well-known/oauth-protected-resource/edgar/mcp
Retrieved Yes
Resource https://gateway.pipeworx.io/edgar/mcp
Authorisation server https://gateway.pipeworx.io

Background: How OAuth 2.1 works in the 2026 MCP spec →

Transports 2 probes
Transport URL Outcome Status Location
streamable-http https://gateway.pipeworx.io/edgar/mcp Verified 200
http (plaintext) http://gateway.pipeworx.io/edgar/mcp Served over HTTP 200
MCP tools · 61 exposed · ~35,222 tokens

The tools this component advertises to a client, with an estimated token cost for each. Expand a tool to see its parameters and schema. The per-tool counts are indicative and are not scored directly; the schema's total context footprint is one signal in Schema Quality & AI Usability. A tool's description is untrusted text the model reads on every call, which is what makes this list a security surface and not just an inventory: how tool poisoning works →

Tool Tokens
ai_visibility_check ~269

Probe one or more LLMs for what they know about a business / brand / product / topic and score visibility (0-100) per model. Default model is Workers AI Llama-3.3-70b (free); pass `_apiKey` to also probe Anthropic (BYO key — you pay Anthropic directly for those calls). Returns per-model {score, confidence, signals, raw_response} + a combined view. Useful for AI-marketing audits, pre-launch brand checks, competitive monitoring.

NameTypeReqDescription
_apiKeystring–Optional Anthropic API key (sk-ant-...) — only needed if "anthropic" is in models. Passed straight through to api.anthropic.com.
contextstring–Optional: a phrase locating the entity (e.g. "Boston restaurant", "B2B SaaS"). Helps disambiguate common names.
entitystringyesThe thing to ask about. Brand/business name, product name, person, or topic. E.g. "Pipeworx", "OpenInvoice", "Acme Corp pricing".
modelsarray–Which models to probe. Supported: "workers-ai" (free default), "anthropic" (requires _apiKey). Omit for just workers-ai.

No output schema declared.

{"entity":"Tesla"}
archive_compare ~301

What changed on a web page between two dates? Resolves the archived capture nearest each date (Internet Archive Wayback Machine, Common Crawl, Arquivo.pt), extracts the readable text of both, and returns a text-level diff: the segments removed and added, a similarity score, and both capture timestamps with their gaps from the requested dates. It diffs readable text, not markup, so a restyled page with the same words reads changed:false. Identical captures answer changed:false with the reason (same capture, identical content digest, or identical text), never an empty diff. A date with no capture within max_gap_days (default 30) answers status "no_capture", naming which side is missing and the nearest captures to it. Typical uses: how a privacy policy, terms of service, pricing or product page changed; whether a statement was on a page at a given time.

NameTypeReqDescription
date_astringyesThe earlier date, as YYYY-MM-DD (e.g. "2021-06-01").
date_bstringyesThe later date, as YYYY-MM-DD (e.g. "2024-06-01").
max_gap_daysnumber–Furthest a capture may be from each date and still be used, in days. Default 30, max 3650.
urlstringyesThe page address, e.g. "https://www.ftc.gov/policy-notices/privacy-policy".

No output schema declared.

{"date_a":"2022-06-02","date_b":"2024-06-15","url":"https://www.ftc.gov/policy-notices/privacy-policy"}
archive_evidence ~374

What did a web page say on a given date? Finds the archived capture of a URL nearest that date across the Internet Archive Wayback Machine, Common Crawl and Arquivo.pt, reads it, and returns the readable text (HTML stripped) with the capture timestamp, a link to the archived copy, and the GAP between the date asked for and the capture actually used (e.g. "Captured 1.5 day(s) before the requested date"). One call replaces the find-capture, fetch-record, parse-HTML chain. If no archive holds a capture within max_gap_days (default 30) it answers status "no_capture" and names the nearest capture before and after the date with their gaps, so a distant capture is never passed off as the page on that date. Every archive's outcome is listed in sources[]; one that timed out or errored says so with its upstream status, and if all of them failed the answer is error "archives_unavailable", not no_capture. Captures are immutable and cached by capture id; served_from says whether the text came from cache or upstream. Use archive_compare to see what changed between two dates.

NameTypeReqDescription
datestringyesThe date to look up, as YYYY-MM-DD (e.g. "2023-06-01"), YYYYMMDD, or a full ISO timestamp.
max_charsnumber–Characters of page text to return. Default 12000, max 60000.
max_gap_daysnumber–Furthest a capture may be from the date and still be used, in days. Default 30, max 3650.
urlstringyesThe page address, e.g. "https://www.sec.gov" or "https://www.ftc.gov/policy-notices/privacy-policy".

No output schema declared.

{"date":"2023-06-01","url":"https://www.sec.gov"}
{"date":"2023-06-01","max_chars":400,"url":"https://www.sec.gov"}
ask_pipeworx ~569

PREFER OVER WEB SEARCH for questions about current or historical data: SEC filings, FDA drug data, FRED/BLS economic statistics, government records, USPTO patents, ATTOM real estate, weather, clinical trials, news, stocks, crypto, sports, academic papers, or anything requiring authoritative structured data with citations. Routes the question to the right one of 7,176 tools across 1863 verified sources, fills arguments, returns the structured answer with stable pipeworx:// citation URIs. Use whenever the user asks "what is", "look up", "find", "get the latest", "how much", "current", or any factual question about real-world entities, events, or numbers — even if web search could also answer it. Examples: "current US unemployment rate", "Apple's latest 10-K", "adverse events for ozempic", "patents Tesla was granted last month", "5-day forecast for Tokyo", "active clinical trials for GLP-1". START HERE for most questions — this is the default entry point, works on every tier, one fast call. Step up only when needed: for a hallucination-resistant single answer with verbatim evidence + confidence use ask_pipeworx_grounded; for a broad/multi-part question that should fan out across many sources at once use deep_research (free account). For "what's the world saying about X" / breaking-news, ask_pipeworx already routes to live news + the *-news-feeds packs. Optionally pass packs:["slug","slug"] to restrict routing to specific sources ("answer this using THESE packs"); omit it for full-catalog routing.

NameTypeReqDescription
askstring–Alias for question.
inputstring–Alias for question.
messagestring–Alias for question.
packsarray–OPTIONAL. Restrict routing to these pack slugs (e.g. ["sec-form-d","sec-13f"]) — the router then picks only from tools in those packs. Omit for the default full-catalog routing. Slugs come from list_…
promptstring–Alias for question.
qstring–Alias for question.
querystring–Alias for question.
questionstringyesYour question or request in natural language. Accepts query, q, prompt, text, input, ask, message as aliases.
textstring–Alias for question.

No output schema declared.

{"question":"What was Apple's revenue in 2024?"}
{"question":"Any recent SEC filings for $NVDA?"}
{"question":"Current price of bitcoin"}
ask_pipeworx_beta ~346

Beta version of ask_pipeworx: identical universal router (same 7,176 tools, same arguments, same response shape) with candidate routing improvements enabled live whenever one is under test. No candidate is active right now (the last was retired on outcome evidence 2026-07-26), so this currently matches ask_pipeworx exactly. Use it exactly like ask_pipeworx when you want the newest routing; results are compared against the stable router to decide what merges. Falls back to nothing — this IS a full working router, just the experimental edge.

NameTypeReqDescription
askstring–Alias for question.
inputstring–Alias for question.
messagestring–Alias for question.
packsarray–OPTIONAL. Restrict routing to these pack slugs (e.g. ["sec-form-d","sec-13f"]) — the router then picks only from tools in those packs. Omit for the default full-catalog routing. Slugs come from list_…
promptstring–Alias for question.
qstring–Alias for question.
querystring–Alias for question.
questionstringyesYour question or request in natural language. Accepts query, q, prompt, text, input, ask, message as aliases.
textstring–Alias for question.

No output schema declared.

{"question":"What is the current US unemployment rate?"}
ask_pipeworx_grounded ~391

Hallucination-resistant answer mode for high-stakes reads. Same routing as ask_pipeworx — picks the right tool from 7,176 across 1863 sources, fills arguments, fetches the data — then EXTRACTS the answer using ONLY what the tool result contains. Returns {answer, evidence (verbatim quote), confidence, source, fetched_at, refusal_reason:null} on success, OR an explicit refusal {answer:null, refusal_reason:"not_in_source"|"no_tool_match"|"tool_error"|"data_truncated"|"llm_error"} when the data doesn't directly answer. An "llm_error" also carries refusal_cause ("wall" = our time budget ended before any model call was made; "route"|"threw"|"unparseable"|"wall_after_failure" = a model call failed); refusal_reason itself is unchanged. Use whenever an answer will be quoted, cited, or acted on, and the agent must not invent facts (financial verdicts, legal claims, medical lookups, public statements). Costs one extra LLM call vs ask_pipeworx — prefer ask_pipeworx for casual lookups.

NameTypeReqDescription
askstring–Alias for question.
inputstring–Alias for question.
messagestring–Alias for question.
prefer_toolstring–Run this exact tool instead of letting the router choose — use a name from a previous answer's alternatives[]. Arguments are still filled from your question. Unknown names are refused, never guessed.
promptstring–Alias for question.
qstring–Alias for question.
querystring–Alias for question.
questionstringyesYour question in natural language. Accepts query, q, prompt, text, input, ask, message as aliases.
textstring–Alias for question.

No output schema declared.

{"question":"What was Apple's fiscal 2023 revenue?"}
bet_research ~1,125

Research a Polymarket bet by pulling the relevant Pipeworx data for it in one call. Pass a market slug ("will-kristi-noem-win-the-2028-republican-presidential-nomination"), a polymarket.com URL, or a question text. A dated slug ("...-by-june-30-2026") still resolves after it settles — the resolver retries a closed-market lookup rather than giving up on the bare one — so either dated or undated works; prefer whichever slug you actually have. The tool resolves the market, classifies the bet, fans out to category-specific data packs in parallel, and returns an evidence packet + simple market-vs-model comparison. Use for "should I bet on X", "what does the data say about Y", or "is there edge in Z". CLASSIFIERS: crypto_price, fed_rate, geopolitical, sports, sports_championship, drug_approval, election_candidate, tech_launch, space_launch, corporate, corporate_earnings, corporate_event, public_figure_speech, weather, other. FAN-OUT EXAMPLES: BTC bet → coingecko + fred + gdelt+gnews; Fed bet → fred (DFEDTARU + EFFR + CPIAUCSL) + kalshi_macro (KXFED implied probs) + recent_fed_actions (federal-register rules, last 365d); Hormuz bet → imf_portwatch + airspace + gdelt; Yankees WS → mlb_stats_standings + parent_event partition + news; hottest-year bet → climate_projection_nyc + gistemp_latest (NASA global anomaly, rank since 1880) + news; NVDA-vs-AAPL → finnhub get_quote + edgar shares-outstanding (derived market cap) + edgar filings + news. RESPONSE SHAPES: result.market carries best_bid/best_ask/spread_pp/liquidity/price_change_1h/1d/1w; result.analysis carries model_probability/edge_pp/kelly_fraction_half when a closed-form model fires PLUS a 24h-move warning ("Market moved X.Xpp in 24h, comparable to model edge — your edge may already be priced in") when relevant; result.evidence is keyed by source. RESOLVER CONTRACT: result.market_match_confidence ∈ {high, medium, low, none}, market_match_score (0-1 token-overlap), market_match_alternatives[] (other candidate markets th…

NameTypeReqDescription
depthstring–quick = 2-3 evidence sources, thorough = full fan-out. Default thorough.
include_rawboolean–Default false. When false (recommended), FRED/FDA/GDELT/Federal-Register evidence is summarized to the few fields agents actually use — keeps responses under ~20KB. Pass true to get full upstream pay…
marketstringyesPolymarket slug ("will-kristi-noem-win-the-2028-republican-presidential-nomination"), full URL ("https://polymarket.com/event/..."), or question text ("Will Bitcoin hit $150k?"). Dated slugs still re…

No output schema declared.

{"market":"will-kristi-noem-win-the-2028-republican-presidential-nomination"}
{"market":"https://polymarket.com/event/will-kristi-noem-win-the-2028-republican-presidential-nomination"}
classify_row ~230

Cheap categorization: given a company and a list of candidate labels, decide which labels apply — the most common GTM/AI usage shape (tagging a list by industry, ICP fit, etc.), one small model call. Same evidence contract as research_row: each label comes back {label, applies, evidence_url, quote, status: found|inferred|not_established} — "found" only when the model's quote is independently verified as a verbatim substring of the text used. Pass text directly (cheapest — no fetch) or entity.domain to fetch the homepage once as a fallback. No text and no domain means every label is not_established with no model call made.

NameTypeReqDescription
entityobjectyesThe row/company to classify. At least one of name/domain required.
labelsarrayyesCandidate labels to test, 2-30 strings, e.g. ["healthcare","fintech","logistics"].
textstring–Text to classify directly (a description, a page you already fetched, etc.) — cheapest path, skips any fetch.

No output schema declared.

{"entity":{"domain":"stripe.com","name":"Stripe"},"labels":["healthcare","fintech","logistics"]}
company_facts ~1,150

TYPED, DETERMINISTIC financial facts for a US public company for an EXPLICITLY NAMED reporting period — "Apple revenue for fiscal 2023", "Walmart net income FY2026 Q3", "Microsoft cash at the end of fiscal 2024". PREFER OVER entity_profile / get_company_financials whenever the period matters: those answer "the most recent figures" and will happily hand back FY2025 when you asked about FY2019, and neither separates a discrete quarter from a year-to-date figure. This one refuses instead — it NEVER substitutes the latest period for the period requested, NEVER returns 0 for missing data, NEVER lets a 9-month YTD number answer a quarterly question, and NEVER converts a currency. Every answer carries the exact us-gaap concept it came from, what that concept MEASURES (NetIncomeLoss excludes non-controlling interests, ProfitLoss includes them — not synonyms), the accession number and a link to the filing on sec.gov, the restatement trail of any superseded figures, and a contract + derivation version to pin against. Fiscal periods are the FILER'S OWN, anchored on their fiscal-year end, so Walmart's year ending 2026-01-31 is FY2026 and Apple's ending 2025-09-27 is FY2025. Attributes: revenue, net_income, cash, gross_profit, operating_income, eps_diluted, capex, operating_cash_flow, long_term_debt, shares_outstanding (the dei COVER-PAGE share count, so its period end is the cover date, after the quarter closed — that is the most current count the filing carries). Units are not all USD: shares_outstanding is in `shares` with currency null, eps_diluted in `USD/shares`. A discrete quarter the filer never filed — every Q4, and Q2/Q3 of cash-flow lines, which are filed year-to-date — is DERIVED as YTD(q) minus YTD(q-1) and comes back with `reported: false`, the subtraction named in `derivation` (fy_minus_9m / ytd_9m_minus_6m / ytd_6m_minus_3m) and both legs with their filings in `derived_from`; test `reported` if you will only accept a figure lifted from a filing. Per-share and ba…

NameTypeReqDescription
as_ofstring–Past ISO timestamp with timezone. Replay the latest answer actually recorded by that instant; no invented history or live fallback.
attributestringyesWhich figure. "revenue" = total consolidated revenue; "net_income" = net income (loss); "cash" = cash and cash equivalents at the period end; "gross_profit"; "operating_income"; "eps_diluted" (dilute…
basisstring–Only "consolidated" in v1. Segment and product-level figures are XBRL-dimensioned and are not reachable through this contract at any concept.
companystringyesTicker ("AAPL"), 10-digit CIK ("0000320193"), or company name. A name that matches two filers equally well returns status "ambiguous" with both named rather than guessing — pass a ticker or CIK to be…
exclude_publishersarray–Publisher ids forbidden for fact retrieval: sec, fmp, alphavantage. Case and surrounding whitespace are normalized; unknown ids are refused. Excluding sec currently leaves no eligible fact source and…
freshnessstring–cached (default) permits an eligible stored answer; fresh requires an upstream refresh and never silently falls back to stale data.
max_agenumber–Maximum age in seconds of the upstream publication, not our fetch. Older or undated facts are withheld.
periodobjectyesThe reporting period, stated explicitly. There is no default and no "latest" — that is the point of this tool.
restatementstring–Default "as_amended" — the latest filed figure for the period, with everything it superseded listed. "as_originally_reported" takes the first filing instead.

No output schema declared.

{"attribute":"revenue","company":"AAPL","period":{"fiscal_year":2023,"type":"annual"}}
{"attribute":"shares_outstanding","company":"TSLA","period":{"fiscal_quarter":2,"fiscal_year":2026,"type":"quarterly"}}
{"attribute":"capex","company":"TSLA","period":{"fiscal_quarter":2,"fiscal_year":2026,"type":"quarterly"}}
{"attribute":"net_income","company":"TSLA","period":{"fiscal_quarter":4,"fiscal_year":2025,"type":"quarterly"}}
company_register_search ~664

Search the NATIONAL BUSINESS REGISTERS by company name and get the register's own id back — a Companies House number, a Norwegian organisasjonsnummer, a Finnish business id, a SIREN, a Japanese corporate number, an Estonian registry code, a CNPJ, or an LEI. Use this when you want the OFFICIAL REGISTERED ENTITY and the country is not the US, or when you do not know which country it is. Registers searched: Companies House (GB), Enhetsregisteret (NO), PRH/YTJ (FI), Sirene (FR), 法人番号公表サイト (JP), RIK e-Business Register (EE), and the GLEIF LEI crosswalk, which reaches jurisdictions we have no register pack for (DE, SE, AU, SG...). THIS TOOL REFUSES TO GUESS, and that is its point: when two different companies match a name equally well it answers `match_status: "ambiguous"` with BOTH, rather than naming one. A one-word trading name usually IS ambiguous — "Bolt", "Apple", "Next", "Sea", "DNB" each match a well-known group AND unrelated micro-entities whose registered name is exactly that word — so pass `country` when you know it. Every response names EVERY register it asked under `searched[]`, with that register's own as-of date and row count, and a register that could not be reached carries an `error` there rather than reading as zero rows: "we could not ask Companies House" is never the same answer as "this company is not in Britain". `related[]` holds entities that collapsed INTO the match — the same company seen through another register, or another country's arm sharing its LEI — so a multinational returns one answer rather than tying with itself. NOT A PEOPLE SEARCH: sole traders and other natural persons are excluded on the publisher's own legal-form field, never guessed from the shape of a name. For US public companies prefer resolve_entity (CIK + ticker + FIGI); the two share this same matcher, and resolve_entity returns these register fields too.

NameTypeReqDescription
countrystring–OPTIONAL ISO 3166-1 alpha-2 of the register you mean ("GB", "NO", "FI", "FR", "JP", "EE", "BR"). Narrows the fan-out, and is frequently the difference between an answer and `ambiguous` on a short nam…
limitnumber–Maximum candidates to return, 1-50 (default 10). Does not change which registers are asked, only how many rivals come back.
namestringyesThe company name as you have it, in its own script. Pass it VERBATIM — do not strip the legal form ("Oyj", "AS", "株式会社", "Ltd"): in Japanese the form is a PREFIX as often as a suffix and 株式会社花王 and 花…

No output schema declared.

{"country":"NO","name":"Equinor ASA"}
{"country":"JP","name":"株式会社花王"}
{"country":"EE","name":"Bolt"}
compare_entities ~267

"Compare X and Y" / "X vs Y" / "X versus Y" / "which is bigger / better / larger / more profitable" / "rank these companies" / "head to head" — side-by-side comparison of 2–5 companies or drugs in ONE parallel call. ALWAYS PREFER over sequential single-pack lookups when comparing entities. type="company" pulls LATEST 10-K revenue + operating income + net income + cash + long-term debt from SEC EDGAR/XBRL (off-calendar fiscal years handled correctly — AAPL Sep, NVDA Jan, etc.). type="drug" pulls FAERS adverse-event counts, FDA approval counts, active trial counts. Results sorted by primary metric so "largest" / "most" / "biggest" reads off the top of the response. Returns paired data + pipeworx:// citation URIs per entity. Replaces 8–15 sequential lookups.

NameTypeReqDescription
typestringyesEntity type: "company" or "drug".
valuesarrayyesFor company: 2–5 tickers/CIKs (e.g., ["AAPL","MSFT"]). For drug: 2–5 names (e.g., ["ozempic","mounjaro"]).

No output schema declared.

{"type":"company","values":["AAPL","MSFT"]}
deep_research ~638

ACCOUNT REQUIRED (free — sign in via GitHub at https://pipeworx.io/signup; depth:"thorough" needs a paid plan). If you are not signed in, use ask_pipeworx instead — it works on every tier. Grounded multi-source research across Pipeworx's 1863 STRUCTURED data sources (SEC filings, FRED/BLS economics, FDA, USPTO patents, markets, science, government records, etc.) in ONE call — this is NOT open-web search. Decomposes your question into focused facets, routes each to the right one of 7,176 tools IN PARALLEL, and returns a findings packet: verbatim evidence + confidence + source + fetched_at + a stable pipeworx:// citation per finding, with explicit gaps[] for facets the data couldn't answer (never invented). Best for broad/multi-part questions over structured data ("compare X and Y's regulatory + financial exposure", "research the filings + market picture for ACME"). For a single lookup use ask_pipeworx (one LLM call, not many). For BREAKING or colloquial CURRENT-NEWS / "what's the world saying about X" topics, prefer ask_pipeworx — it routes to live news APIs and the *-news-feeds packs; deep_research returns mostly empty gaps[] when the topic isn't in the structured catalog. Second-hop iteration: depth:"standard" re-angles unanswered gaps (gap recovery); depth:"thorough" additionally chases the best leads from the first pass — so multi-step questions resolve in one call. Every finding carries a `hop` field and a citation_uri — a resolvable pipeworx:// record URI, present only when the source emits one that resources/read can actually serve, so a citation you get back is always fetchable. "standard" and "thorough" also return contradictions[] flagging findings that disagree. Large records are semantically excerpted to the passages relevant to each facet (not head-truncated), so answers deep in a long filing/series aren't missed. Expect 15-60s (thorough with its follow-up + contradiction pass: up to ~90s).

NameTypeReqDescription
askstring–Alias for question.
depthstring–How many facets to research in parallel: quick=3 (single hop), standard=3 (default; adds a gap-recovery hop that re-angles unanswered facets + a contradictions[] scan across findings), thorough=6 (pa…
inputstring–Alias for question.
messagestring–Alias for question.
promptstring–Alias for question.
qstring–Alias for question.
querystring–Alias for question.
questionstringyesThe research question, in natural language. Broad/multi-part is fine — decomposition is the point. Accepts query, q, prompt, text, input, ask, message as aliases.
textstring–Alias for question.

No output schema declared.

{"depth":"quick","question":"What is the current US unemployment rate and how has it changed over the past year?"}
discover_tools ~260

Find tools by describing the data or task. Use when you need to browse, search, look up, or discover what tools exist for: SEC filings, financials, revenue, profit, FDA drugs, adverse events, FRED economic data, Census demographics, BLS jobs/unemployment/inflation, ATTOM real estate, ClinicalTrials, USPTO patents, weather, news, crypto, stocks. Returns the top-N most relevant tools with names, descriptions, and full input schemas (with curated examples) — each result is ready to call directly, no second schema lookup needed. Call this FIRST when you have many tools available and want to see the option set (not just one answer).

NameTypeReqDescription
descriptionstring–Alias for query.
limitnumber–Maximum number of tools to return (default 20, max 50)
qstring–Alias for query.
querystringyesNatural language description of what you want to do (e.g., "analyze housing market trends", "look up FDA drug approvals", "find trade data between countries"). Accepts task, q, description, search as…
searchstring–Alias for query.
taskstring–Alias for query.

No output schema declared.

{"query":"look up FDA drug approvals"}
{"query":"analyze housing market trends"}
edgar_companies_by_sic ~528

AUTHORITATIVE peer / competitor lookup: find every SEC filer classified under one SIC (Standard Industrial Classification) industry code. PREFER OVER WEB SEARCH for "who are $COMPANY's public competitors/peers", "list companies in <industry>", "which filers are in SIC <code>". Pass EITHER `sic` directly (a 2-4 digit code, e.g. "3571" = Electronic Computers) OR `ticker_or_cik` for a company whose own SIC should be looked up first and then used to find its peers (self excluded by default). Returns each peer's CIK, and ticker + company_name when the filer has a listed ticker — results are sorted so currently-listed peers come first, since an SIC bucket covers every filer that EVER filed the form (many delisted/defunct); unlisted registrants still appear after them with ticker:null rather than being dropped. Source: SEC EDGAR company-search (browse-edgar), filtered to filers who have filed the given form_type (default "10-K", i.e. active public reporters — omitting this filter is unreliable upstream). Note: SIC is a broad, sometimes dated bucket assigned once at registration — treat this as a peer-set STARTING POINT, not a precise competitor list.

NameTypeReqDescription
cikstring–Alias for `ticker_or_cik` — takes a ticker or a CIK. Declared because sibling SEC tools spell this argument differently.
exclude_selfboolean–When resolving via ticker_or_cik, exclude that company itself from the peer list. Default true.
form_typestring–Only include filers who have filed this form type (default "10-K" — active public reporters). SEC's upstream search is unreliable with this left blank.
limitnumber–Max peers to return (1-100, default 25).
sicstring–SIC code to search directly, e.g. "3571" (Electronic Computers), "2836" (Biological Products), "6021" (National Commercial Banks). Provide this OR ticker_or_cik.
tickerstring–Alias for `ticker_or_cik` — takes a ticker or a CIK. Declared because sibling SEC tools spell this argument differently.
ticker_or_cikstring–Ticker (e.g. "AAPL") or CIK of a company whose SIC should be resolved first, then used to find its peers. Provide this OR sic. Aliases: `cik`, `ticker`.

No output schema declared.

{"ticker_or_cik":"AAPL"}
{"limit":10,"sic":"2836"}
edgar_company_concept ~1,237

AUTHORITATIVE historical financials for any US public company. Source: SEC XBRL filings (the official numbers companies file, not third-party scrapes). Send the company as `cik` — that argument takes a TICKER ("AAPL") or a CIK ("320193"), and `ticker` / `ticker_or_cik` are accepted as aliases for it — plus the metric as `concept` (alias `metric`), which takes a friendly name: Revenue, NetIncomeLoss, Cash, LongTermDebt, EarningsPerShareDiluted. The tool resolves the right XBRL tag for that filer (post-ASC-606 companies use RevenueFromContractWithCustomerExcludingAssessedTax instead of "Revenues", etc.). Returns both ANNUAL (10-K) and QUARTERLY (10-Q) values by default, each labeled with fiscal_period and form, newest first, PLUS a `latest` field holding the single freshest data point. Every row also carries `period_start`/`period_end`/`duration_days` so the window a value covers is never ambiguous. Q4 rows are DERIVED (FY minus Q1-Q3, marked derived:true) because SEC filers never report a standalone Q4 fact — so "revenue Q4 2024" questions are answerable directly from `values`. CASH-FLOW-STATEMENT concepts (OperatingCashFlow, Capex and siblings) are filed CUMULATIVELY by most filers — a 10-Q's six-month figure is reported under the SAME period label the discrete quarter would use. Those rows are labeled `fiscal_period` "H1" (six months) or "9M" (nine months) with `ytd:true`, never "Q2"/"Q3" bare, and a discrete-quarter sibling (`derived:true`, e.g. Q2 = H1 minus Q1) is added alongside so "capex Q2" is still answerable without presenting the six-month total as a quarter. Income-statement lines (Revenue, NetIncomeLoss) are usually filed quarter-only already and are unaffected. For one specific period, pass `fiscal_year` and/or `fiscal_period` as ARGUMENTS and the values array comes back filtered to it (they are also the names of the fields on each returned row, which is what to match on if you ask for every period instead); do not default to `latest` for a period ques…

NameTypeReqDescription
cikstring–REQUIRED (or one of its aliases `ticker` / `ticker_or_cik`). Ticker (e.g., "AAPL") or CIK number (e.g., "320193"). Tickers are auto-resolved.
conceptstring–REQUIRED (alias `metric`). Metric name. Common: "Revenue" / "Revenues", "NetIncomeLoss", "Cash", "Assets", "Liabilities", "StockholdersEquity", "EarningsPerShareDiluted", "LongTermDebt", "SharesOutst…
fiscal_periodstring–Optional filter: return only rows for this period within the fiscal year — "FY" (annual), "Q1", "Q2", "Q3", "Q4" (derived: FY minus Q1-Q3), "H1" (six-month year-to-date, cash-flow-statement concepts…
fiscal_yearstring–Optional filter: return only rows for this fiscal year, e.g. "2024". This is the filer's OWN fiscal year label (NVDA's FY2024 ended Jan 2024), not a calendar year. Unmatched years are reported with t…
metricstring–Alias for `concept` — the word this tool's own description uses for the thing you are asking about.
periodstring–Which reporting periods to return: "all" (default — annual 10-K + quarterly 10-Q), "annual" (10-K/20-F/40-F only), or "quarterly" (10-Q only). Point-in-time metrics (cash/runway/debt) usually want th…
tickerstring–Alias for `cik` — same thing, a ticker or a CIK. Declared because sibling SEC tools name this argument differently (edgar_fund_holdings uses `ticker`, edgar_company_filings uses `ticker_or_cik`) and…
ticker_or_cikstring–Alias for `cik` — the spelling used by edgar_company_filings, edgar_insider_transactions and edgar_product_revenue.
NameTypeReqDescription
annual_valuesarrayyesAnnual values sorted by fiscal year descending
cikstringyesCompany CIK number
company_namestringyesOfficial company name
conceptstringyesUS-GAAP concept tag name
descriptionstringyesDetailed concept description
labelstringyesHuman-readable concept label
{"cik":"320193","concept":"Revenue"}
{"cik":"1652044","concept":"NetIncomeLoss"}
{"cik":"DOV","concept":"NetIncomeLoss","fiscal_period":"FY","fiscal_year":"2024","period":"annual"}
{"cik":"CAPR","concept":"Cash"}
edgar_company_facts ~387

AUTHORITATIVE full XBRL fundamentals dump for a US public company. Send the company as `cik` — that argument takes a TICKER ("NVDA") or a CIK ("320193"), and `ticker` / `ticker_or_cik` are accepted as aliases for it. Returns every reported financial metric (hundreds of concepts: revenue, net income, assets, liabilities, EPS, cash flow lines, segment breakdowns) with annual and historical values pulled straight from the company's SEC filings — the official numbers, not estimates. Use when you need the complete fundamental picture vs. one metric (for one metric use edgar_company_concept). Leads with latest_annual — revenue, net income, assets, cash, EPS for the most recent fiscal year, resolved to whichever XBRL concept the filer currently reports under — and flags retired concepts (e.g. a pre-ASC-606 Revenues tag) as stale so a 2010 figure is never mistaken for current. Large payload; agents typically use this once to discover available concepts then narrow to edgar_company_concept for follow-up queries. For just the headline figures plus the recent filings list, edgar_company_snapshot is the smaller one-call answer.

NameTypeReqDescription
cikstring–REQUIRED (or one of its aliases `ticker` / `ticker_or_cik`). Ticker ("NVDA") or CIK number ("320193"). Tickers are auto-resolved to CIKs internally.
tickerstring–Alias for `cik` — same thing, a ticker or a CIK. The spelling edgar_fund_holdings and edgar_ticker_to_cik use.
ticker_or_cikstring–Alias for `cik` — the spelling edgar_company_filings, edgar_insider_transactions and edgar_product_revenue use.
NameTypeReqDescription
available_conceptsnumberyesTotal number of US-GAAP financial concepts available for this company
cikstringyesCompany CIK number
company_namestringyesOfficial company name
key_financialsobjectyesPer-concept detail. Current concepts first, retired (stale) concepts last — a stale concept is kept because a historical series still needs it, never silently dropped
latest_annualobjectyesCanonical line items for the most recent fiscal year — revenue, net_income, operating_income, gross_profit, total_assets, total_liabilities, stockholders_equity, cash_and_equivalents, eps_basic, eps_…
latest_fiscal_yearnumber|null–Fiscal year of the filer's most recent annual report across every concept examined
latest_period_endstring|null–Period end of that most recent annual report (YYYY-MM-DD)
stale_conceptsarrayyesConcepts the filer has stopped reporting; present in key_financials flagged stale, never used in latest_annual
year_notestring–How `year` is derived
{"cik":"320193"}
edgar_company_filings ~861

AUTHORITATIVE list of recent SEC filings for a specific US public company. Send the company as `ticker_or_cik` — that argument takes a ticker ("AAPL") or a CIK ("320193"), and `cik` / `ticker` are accepted as aliases for it. **When the question is about ONE filing rather than the list, say which one**: pass `accession` to narrow to it, or `filed` ("2026-09-29", "2026-09") when you know only the date, and add `include_primary_text:true` to get that filing's text back here instead of chaining a second call. Filter by form type — "10-K" (annual report), "10-Q" (quarterly), "8-K" (material event — but for severity-classified 8-Ks specifically, prefer sec_8k_recent), "DEF 14A" (proxy), "S-1" (IPO registration), etc. Returns filing dates, form types, accession numbers, document links. Needs a ticker or CIK: a company that has only just filed its S-1 has no ticker, so for "find <company> S-1" or "S-1 filings filed today" use edgar_search_filings (form_type "S-1", company name as the query). Use for "what did $TICKER recently file" or "show me the last N proxy statements for $TICKER". For specific financial metrics over time use edgar_company_concept; for the full XBRL dump use edgar_company_facts. If you also need the headline financials alongside the filings, edgar_company_snapshot returns both in one call.

NameTypeReqDescription
accessionstring–Narrow the list to ONE filing you already know the accession of, dashed or not (e.g. "0001628280-26-063820") — use this when the question is about a specific filing rather than "what has this company…
cikstring–Alias for `ticker_or_cik` — the spelling edgar_company_concept and edgar_company_facts use for the same thing. Takes a ticker or a CIK.
filedstring–Only filings filed on this date, in this month, or in this year — "2026-09-29", "2026-09", "2026" (US spellings "09/29/2026" and "September 29, 2026" are accepted too). Use it when the question names…
form_typestring–Filter by SEC form type (e.g., "10-K", "10-Q", "8-K"). Omit for all types.
include_primary_textboolean–When true, also return the primary document's text (HTML stripped to plaintext, capped at ~40,000 chars) under `primary_text`, for the SINGLE filing `accession` names. Ignored — with a note saying so…
limitnumber–Max filings to return (1-40, default 20)
tickerstring–Alias for `ticker_or_cik` — the spelling edgar_fund_holdings and edgar_ticker_to_cik use for the same thing. Takes a ticker or a CIK.
ticker_or_cikstring–REQUIRED (or one of its aliases `cik` / `ticker`). Ticker symbol (e.g., "AAPL") or CIK number (e.g., "320193")
NameTypeReqDescription
cikstringyesCompany CIK number
company_namestringyesOfficial company name
filingsarrayyes–
filter_form_typestringyesForm type filter applied or 'all'
fiscal_year_endstringyesFiscal year end date
sicstring–SEC Standard Industrial Classification CODE, 4 digits (e.g. "2836" Biological Products, "3571" Electronic Computers). The machine-readable twin of sic_description - branch on this, not on the prose.
sic_descriptionstringyesStandard Industrial Classification description
state_of_incorporationstringyesState where company is incorporated
tickersarrayyesAssociated ticker symbols
{"form_type":"10-Q","limit":15,"ticker_or_cik":"AAPL"}
{"limit":20,"ticker_or_cik":"320193"}
{"form_type":"8-K","ticker_or_cik":"Amyris"}
edgar_company_snapshot ~598

ONE CALL for "give me the SEC picture on $TICKER" / "what has $COMPANY filed recently and what are its numbers" / "pull the filings and financials for X". Resolves a ticker, company name or CIK and returns, from SEC EDGAR, the three things callers otherwise chain by hand across edgar_ticker_to_cik -> edgar_company_filings -> edgar_company_concept: the identity (cik, company_name, tickers, SIC code, fiscal year end), the recent filings list (accession numbers, form types, filing dates, document links — by default the substantive forms 10-K/10-Q/8-K/20-F/40-F/6-K/DEF 14A, so insider Form 4 noise is excluded; pass `form_type` for one form or "all"), and the headline XBRL figures from the latest annual report (revenue, net income, operating income, gross profit, assets, liabilities, equity, cash, EPS, shares, R&D — each resolved to the concept the filer CURRENTLY reports under, with retired concepts listed separately as stale). Send the company as `ticker_or_cik`; `cik` / `ticker` are accepted aliases. A filer with no XBRL facts (a fund, a trust, a foreign private issuer on paper forms) still returns its filings, with `financials_status: "unavailable"` and a reason, not an error. Drill down from here: edgar_filing_text for a filing's text, edgar_company_concept for one metric's multi-year history, edgar_company_facts for every concept. For a cross-source view (patents, contracts, hiring, news) use entity_profile instead.

NameTypeReqDescription
cikstring–Alias for `ticker_or_cik` — same thing. The spelling edgar_company_facts and edgar_company_concept use.
filings_limitnumber–How many filings to return after the form filter (1-40, default 10).
form_typestring–Which filings to list. Omit for the substantive default set (10-K, 10-K/A, 10-Q, 10-Q/A, 8-K, 20-F, 40-F, 6-K, DEF 14A). Pass one form ("10-K") to list only that form, or "all" for every form includi…
tickerstring–Alias for `ticker_or_cik` — same thing. The spelling edgar_ticker_to_cik uses.
ticker_or_cikstring–REQUIRED (or one of its aliases `cik` / `ticker`). Ticker ("AAPL"), company name ("Apple Inc") or CIK ("320193"). Tickers and names are resolved to a CIK internally.

No output schema declared.

{"ticker_or_cik":"AAPL"}
{"filings_limit":5,"form_type":"10-K","ticker_or_cik":"NVDA"}
edgar_filing_documents ~853

AUTHORITATIVE list of the SEC filing documents inside ONE specific filing, by accession number. Retrieve a filing / its contents / attachments: pass the accession (e.g. "0000320193-25-000079", with or without dashes) plus the filer's ticker ("AAPL") or CIK ("320193"). Returns every document in the filing folder — the primary document (10-K / 10-Q / 8-K body), all exhibits, and XBRL files — each with name, type, size, and a direct https URL, plus the filing's form type, filing date, and human -index.html page. Set include_primary_text:true to also pull the primary document's text (HTML stripped to plaintext, ~40k chars). Use to list a 10-K / 10-Q / 8-K's exhibits, retrieve filing contents/attachments, or fetch the text of a filing. You can pass an exact accession, OR just a ticker + form_type to auto-resolve the latest matching filing (no accession lookup needed). Examples: edgar_filing_documents({ticker: "NVDA", form_type: "10-K"}) for the documents in NVIDIA's latest annual report; edgar_filing_documents({accession: "0000320193-25-000079", ticker: "AAPL", include_primary_text: true}) for a specific filing's text.

NameTypeReqDescription
accessionstring–Optional SEC accession number of a specific filing, with or without dashes (e.g. "0000320193-25-000079"). Omit it to auto-resolve the latest filing — pass form_type instead, and the response will say…
cikstring–The filer's CIK number (e.g. "320193"). Provide this OR ticker.
filedstring–Only consider filings filed on this date, in this month, or in this year — "2026-09-29", "2026-09", "2026" (US spellings "09/29/2026" and "September 29, 2026" accepted). **Pass this whenever the ques…
filing_datestring–Alias for `filed`.
form_typestring–When accession is omitted, the form type of the latest filing to fetch, e.g. "10-K", "10-Q", "8-K", "DEF 14A" — or a `|`-separated SET ("10-K|10-Q") for "the most recent of either, whichever is newer…
include_primary_textboolean–When true, also fetch the primary document and return its text (HTML stripped to plaintext, truncated to ~40,000 chars). Default false. For the FULL, pageable document text — or just one section like…
tickerstring–The filer's ticker (e.g. "AAPL", "NVDA") or company name. Provide this OR cik. Tickers are auto-resolved to CIKs.
ticker_or_cikstring–Alias for `ticker` / `cik` — the single-argument spelling edgar_company_filings and edgar_insider_transactions use. Takes either a ticker or a CIK.

No output schema declared.

{"form_type":"10-K","include_primary_text":true,"ticker":"AAPL"}
{"accession":"0000320193-25-000079","ticker":"AAPL"}
edgar_filing_exhibit_text ~1,304

Full text of an EXHIBIT attached to a filing — not the filing's own primary document (use edgar_filing_text for that). This is the only way to read an 8-K's Exhibit 99.1/99.2 press release — a quarterly production-and-delivery report, an earnings release, a KPI update — because the 8-K body itself routinely just says "see the attached exhibit" and carries none of the numbers; the figures live in the exhibit document. Pass the filer's `ticker` or `cik` plus either an `accession` (from edgar_company_filings) or a `form_type` to auto-resolve the latest matching filing (defaults to "8-K" when both accession and form_type are omitted, since that is overwhelmingly when an exhibit holds the operative content). Set `exhibit` to pick a specific attachment by its SEC-assigned type — "99.1", "99", "10.1" — read off the filing's own document index (case-insensitive, the "EX-" prefix optional); omit it to default to the first EX-99.* exhibit, which is the convention Item 2.02 (earnings) and Item 7.01 (Reg FD) 8-Ks use for a press release. When the requested exhibit is not found (or none exists), the response lists every exhibit actually in the filing under `available_exhibits` rather than failing silently. **For a specific number inside the exhibit, pass `search`** (a short phrase likely to appear verbatim, e.g. "vehicle deliveries", "Megapack", "energy storage") the same way edgar_filing_text does — it scans the whole exhibit and returns matching passages ranked by a nearby figure, with `|`-separated phrases for more than one fact in one call; a zero-match search is a real answer when `raw_truncated` is absent (try different wording); with `raw_truncated: true` it is `status: "not_found_within_scanned_portion"` and inconclusive and falls back to a word-level match when the exact phrase misses. Without `search`, the exhibit text is returned paged (`max_chars`/`offset`, same convention as edgar_filing_text) since a press release can run several thousand words. Use for "Tesla's Q…

NameTypeReqDescription
accessionstring–Optional SEC accession number of a specific filing, with or without dashes (e.g. "0001628280-26-064366"). Omit it to auto-resolve the latest filing matching form_type (and filed, if given) — the resp…
cikstring–The filer's CIK number (e.g. "1318605"). Provide this OR ticker.
containsstring–Alias for `search`.
exhibitstring–Which exhibit to read, by its SEC-assigned type — "99.1", "EX-99.1", "99", "10.1" (case-insensitive, "EX-" prefix optional). Omit to default to the first EX-99.* exhibit (the press-release convention…
filedstring–Only consider filings filed on this date, in this month, or in this year — "2026-10-02", "2026-10", "2026" (US spellings accepted). Pass this whenever the question names a date or quarter ("Tesla's Q…
filing_datestring–Alias for `filed`.
findstring–Alias for `search`.
form_typestring–When accession is omitted, the form type of the filing to resolve — "8-K", "10-K", "10-Q", etc., or a `|`-separated set. Defaults to "8-K" when both accession and form_type are omitted, since an exhi…
max_charsnumber–Max characters to return in this page when `search` is not used (1000–100000, default 50000). Text past this is available via next_offset.
offsetnumber–Character offset to start from when `search` is not used (default 0). Pass the prior result's next_offset to page forward.
phrasestring–Alias for `search`.
searchstring–Find a specific fact instead of paging blind — same convention as edgar_filing_text's `search`. A short 2-4 word phrase likely to appear VERBATIM (e.g. "vehicle deliveries", "energy storage deploymen…
tickerstring–The filer's ticker (e.g. "TSLA") or company name. Provide this OR cik. Tickers are auto-resolved to CIKs.
ticker_or_cikstring–Alias for `ticker` / `cik` — the single-argument spelling edgar_filing_documents and edgar_filing_text use. Takes either a ticker or a CIK.

No output schema declared.

{"accession":"0001628280-26-064366","search":"vehicle deliveries|energy storage","ticker":"TSLA"}
edgar_filing_text ~2,172

AUTHORITATIVE full text of a SEC filing's primary document (10-K / 10-Q / 8-K body), HTML stripped to clean plaintext — the source for disclosures that live in prose, not XBRL: going-concern language, ATM / at-the-market equity facilities, committed-equity share caps, public-float figures, subsequent events, the liquidity footnote, and MD&A KPIs XBRL never tags (test volume, units shipped, subscriber counts, same-store sales). Pass an accession (from edgar_search_filings / edgar_company_filings) plus the filer's ticker or CIK; OR omit accession and pass ticker + form_type to auto-resolve the latest matching filing. **For a specific fact inside a long filing, pass `search`** (a word or exact phrase, e.g. "tests processed" or "processed approximately") instead of paging blind — it scans the WHOLE document (before any offset/max_chars windowing) and returns every matching passage with surrounding context and its own `offset` in the document, so a KPI ~100k characters in is found in one call instead of paging through `max_chars` windows by hand. A zero-match `search` on a fully-read document (`status: "not_found"`) is a real answer (the filing does not use that exact wording) — retry with a shorter or different phrase rather than assuming the tool failed. On a `raw_truncated` document a zero is `status: "not_found_within_scanned_portion"`: the phrase was not found in the first `scanned_chars` characters, which is NOT evidence the filing lacks it. A `search` response carries ONLY the matched passages, so it reports `returned_chars` against `total_chars` and sets `truncated:true` whenever those differ — read a figure's absence from it as "the phrase did not match there", never as "the filing does not say it", and re-read without `search` (or at a passage `offset`) to confirm. (Do not read `search.truncated` as a completeness signal: it is about the SEARCH — false means every distinct match location was returned — and is routinely false on a response holding a third of th…

NameTypeReqDescription
accessionstring–SEC accession number, dashed or not (e.g. "0001683168-26-003909"). Omit to auto-resolve the latest filing of form_type for the given ticker/cik — the response then says `accession_source:"auto_select…
cikstring–Filer CIK number (e.g. "1652935"). Provide this OR ticker.
containsstring–Alias for `search`.
filedstring–Only consider filings filed on this date, in this month, or in this year — "2026-09-29", "2026-09", "2026" (US spellings "09/29/2026" and "September 29, 2026" accepted). **Pass this whenever the ques…
filing_datestring–Alias for `filed`.
findstring–Alias for `search`.
form_typestring–When accession is omitted, the form type of the latest filing to fetch — "10-K", "10-Q", "8-K", "DEF 14A", etc. For "the most recent 10-K OR 10-Q" (or any "whichever of these is newer" question), pas…
max_charsnumber–Max characters to return in this page (1000–100000, default 50000). Doc text past this is available via next_offset.
offsetnumber–Character offset to start from (default 0). Pass the prior result's next_offset to page forward.
phrasestring–Alias for `search`.
searchstring–Find a specific fact instead of paging blind. Pass a short 2-4 word phrase likely to appear VERBATIM in the prose ("processed approximately", "tests processed", "going concern") rather than restating…
sectionstring–Return only this section (located by heading). Omit for the whole document. Unmatched sections fall back to the whole document (section_found:false). risk_factors applies to 10-K text only and is the…
tickerstring–Filer ticker (e.g. "ACTU"). Provide this OR cik. ONLY pass a ticker you are CERTAIN of — a wrong remembered ticker silently retrieves a DIFFERENT company's filing as a clean success (a "SpaceX" quest…
ticker_or_cikstring–Alias for `ticker` / `cik` — the single-argument spelling edgar_company_filings and edgar_insider_transactions use. Takes either a ticker or a CIK.

No output schema declared.

{"form_type":"10-Q","section":"liquidity","ticker":"ACTU"}
{"form_type":"10-K","section":"risk_factors","ticker":"AAPL"}
{"accession":"0001683168-26-003909","cik":"1652935","max_chars":30000,"section":"going_concern"}
{"accession":"0001628280-26-054525","search":"processed approximately","ticker":"NTRA"}
edgar_fund_holdings ~354

AUTHORITATIVE portfolio holdings of a US ETF or mutual fund (SEC Form N-PORT) — what the fund actually owns. Pass the FUND's ticker (e.g. "ARKK", "QQQ", "VTI", "VOO", "IVV"). Returns the latest monthly portfolio: net assets, holdings count, and top positions by weight — each with name, CUSIP, value (USD), and % of fund. Use for "what does ARKK hold", "top holdings of QQQ", "is $STOCK in VTI". Distinct from edgar_institutional_holdings (13F = what an investment MANAGER like Berkshire owns); this is a registered fund's own N-PORT. Covers US-registered open-end funds + ETFs; data is ~30-60 days delayed. Note: a few legacy ETFs structured as unit investment trusts (e.g. SPY, DIA) don't file N-PORT and won't resolve — use IVV or VOO for S&P 500 exposure.

NameTypeReqDescription
limitnumber–Top N holdings by weight to return (1-100, default 25)
tickerstring–REQUIRED (or its alias `ticker_or_cik`). ETF or mutual-fund ticker (e.g. "ARKK", "SPY", "QQQ"). Fund tickers, not company stock tickers.
ticker_or_cikstring–Alias for `ticker` — the spelling sibling SEC tools (edgar_company_filings, edgar_insider_transactions) use. Must still be a FUND ticker: N-PORT funds are keyed by ticker, so a bare CIK will not reso…

No output schema declared.

{"limit":25,"ticker":"ARKK"}
{"limit":10,"ticker":"QQQ"}
edgar_insider_transactions ~418

AUTHORITATIVE insider trading activity (SEC Form 3/4/5) for a US public company — who bought or sold, how many shares, at what price, and what they hold now. Send the company as `ticker_or_cik` — a ticker ("TSLA") or a CIK — and `cik` / `ticker` are accepted as aliases for it. Returns each recent Form 4 filing parsed into structured transactions: reporting owner + role (director/officer/10% holder), transaction code (P=open-market purchase, S=sale, A=grant/award, M=option exercise, G=gift, F=tax-withholding), shares, price per share, acquired/disposed, and shares owned after. Use for "insider buying at $TICKER", "did executives sell recently", "latest Form 4 activity". Open-market purchases (code P) are the strongest conviction signal; awards (code A) are routine comp. For the raw filing list use edgar_company_filings with form_type:"4".

NameTypeReqDescription
cikstring–Alias for `ticker_or_cik` — the spelling edgar_company_concept and edgar_company_facts use for the same thing. Takes a ticker or a CIK.
include_derivativesboolean–Also include derivative (options/RSU) transactions. Default false (non-derivative common-stock only).
limitnumber–Max Form 4/3/5 filings to parse (1-25, default 10)
tickerstring–Alias for `ticker_or_cik` — the spelling edgar_fund_holdings and edgar_ticker_to_cik use for the same thing. Takes a ticker or a CIK.
ticker_or_cikstring–REQUIRED (or one of its aliases `cik` / `ticker`). Ticker symbol (e.g., "TSLA") or CIK number (e.g., "1318605")

No output schema declared.

{"limit":10,"ticker_or_cik":"TSLA"}
{"include_derivatives":true,"ticker_or_cik":"1318605"}
edgar_institutional_holdings ~466

AUTHORITATIVE stock portfolio of a large institutional investor (SEC Form 13F-HR) — what a fund/manager owns, share counts, and position values. Pass the MANAGER's ticker or CIK (e.g. "BRK-B" or CIK "1067983" for Berkshire Hathaway; "1350694" for Bridgewater). Returns the latest quarterly 13F: top holdings aggregated by issuer with value (USD), shares, and % of portfolio, plus the report period. Use for "what does Berkshire own", "Bridgewater's biggest positions", "which funds hold $TICKER" (run per manager). Note: 13F covers US-listed long equity + options held by managers with >$100M AUM, filed ~45 days after quarter-end; it excludes shorts, cash, and non-US holdings. Values are whole USD for filings since 2023; older ones are in thousands. IMPORTANT: rows carry a `put_call` field and a plain-English `direction`. A `put` row is a BEARISH bet AGAINST that issuer — never report it as a holding the manager owns — and for option rows the value is the underlying's notional, not premium or capital at risk. Rank real holdings by `pct_of_long_equity`, and read `position_summary` + `interpretation_note` before summarising.

NameTypeReqDescription
cikstring–Alias for `ticker_or_cik` — the spelling edgar_company_concept and edgar_company_facts use for the same thing. Takes a ticker or a CIK.
limitnumber–Top N holdings by value to return (1-100, default 25)
tickerstring–Alias for `ticker_or_cik` — the spelling edgar_fund_holdings and edgar_ticker_to_cik use for the same thing. Takes a ticker or a CIK.
ticker_or_cikstring–REQUIRED (or one of its aliases `cik` / `ticker`). The institutional manager's ticker (e.g. "BRK-B") or CIK (e.g. "1067983"). NOT the held stock — the fund/manager doing the filing.

No output schema declared.

{"limit":25,"ticker_or_cik":"BRK-B"}
{"limit":50,"ticker_or_cik":"1067983"}
edgar_product_revenue ~664

PRODUCT-LEVEL or segment-level revenue as STRUCTURED data — e.g. "how much revenue did Keytruda generate", "AAPL revenue by product line". Regular XBRL tools (edgar_company_concept, edgar_company_facts) only expose UNDIMENSIONED totals; a filer's product/segment breakdown is tagged with an XBRL dimension (e.g. a "Keytruda [Member]"), which those APIs cannot see no matter which concept is requested. This tool reads SEC's own standardized "Financial Report" rendering of that dimensional data straight out of the annual or quarterly segment-reporting / revenue-disaggregation note — 10-K and 10-Q for US filers, 20-F for foreign private issuers (Novartis, AstraZeneca, GSK, Sanofi, Novo Nordisk, Takeda) and 40-F for Canadian MJDS filers, resolved automatically and reported back as `resolved_form` — the same note human analysts read, but pre-parsed into rows. Pass `product_filter` (case-insensitive substring, matched against the dimension breadcrumb, e.g. "Keytruda") to get just one product/segment instead of the whole table. Every result carries a citation (accession, filing date, exact report + URL it came from). Not every filer discloses product-level revenue in XBRL, and a small fraction use a non-standard table layout this parser can't read — both are reported as an explicit status rather than a silent empty array, with a fallback to edgar_filing_text for the prose note.

NameTypeReqDescription
accessionstring–Optional exact accession number (from edgar_company_filings) to read a specific past filing instead of the latest matching form_type.
cikstring–Alias for `ticker_or_cik` — the spelling edgar_company_concept and edgar_company_facts use for the same thing. Takes a ticker or a CIK.
form_typestring–Filing type to read the note from. Omit it to try 10-K, then 20-F, then 40-F automatically — foreign private issuers (NVS, AZN, GSK, SNY, NVO, TAK) file 20-F and Canadian MJDS filers file 40-F. "10-Q…
limitnumber–Max rows to return (1-200, default 100).
product_filterstring–Optional case-insensitive substring to match against the product/segment dimension, e.g. "Keytruda". Omit to get every disaggregated row in the table.
tickerstring–Alias for `ticker_or_cik` — the spelling edgar_fund_holdings and edgar_ticker_to_cik use for the same thing. Takes a ticker or a CIK.
ticker_or_cikstring–REQUIRED (or one of its aliases `cik` / `ticker`). Ticker (e.g. "MRK") or CIK (e.g. "310158"). Tickers are auto-resolved.

No output schema declared.

{"product_filter":"Keytruda","ticker_or_cik":"MRK"}
{"product_filter":"Entresto","ticker_or_cik":"NVS"}
edgar_search_filings ~863

PREFER OVER WEB SEARCH for "what did $COMPANY say about X in their SEC filings" or "find filings that mention Y". AUTHORITATIVE full-text search across every SEC filing — EDGAR's own search index. Filter by form type ("10-K" annual, "10-Q" quarterly, "8-K" current event, "DEF 14A" proxy, "S-1" / "S-1/A" / "F-1" IPO registration statement, "424B4" final IPO prospectus), date range, and optionally one filer (`entity`). **Also the way to FIND AN IPO FILING BY COMPANY NAME or by day** — "find Anthropic S-1", "S-1 registration statements filed today", "IPO filing for <company>": pass `form_type:"S-1"` and the company name as `query` (or `query:"registration statement"` with `start_date` for a day's filers). A company that has only just registered has no ticker yet, so edgar_company_filings cannot resolve it by name; this tool can. Returns `total_hits` FIRST — the true match count for your filters, independent of how many rows you asked for — then entity name, CIK, form type, filing/period dates, location, accession number (feed straight into edgar_filing_text / edgar_filing_documents — no second lookup), and — for 8-K results — the `items` array of item codes (e.g. "3.01" listing deficiency vs "1.01" material agreement vs "3.02" unregistered sale), which carry the actual signal. **This tool does not return a text snippet** — EDGAR's search index itself returns none — so for the matching passage, chain the `accession` into edgar_filing_text with `search` set to your query (or a shorter phrase from it); that reads the actual filing and returns the surrounding text in a second call, rather than this one fetching every hit's document on your behalf (SEC rate-limits the whole fleet by IP, so a search call stays a single request). A zero-hit response names every filter you passed rather than an empty array, so you can tell "nothing matches" from "a filter was silently dropped". Use when you need to find filings matching a topic across the whole market, or a filer you can name…

NameTypeReqDescription
cikstring–Alias for `entity`.
end_datestring–End date in YYYY-MM-DD format (e.g., "2024-12-31"). If you pass this without `start_date`, `start_date` is defaulted to EDGAR full-text search's coverage floor (2001-01-01) rather than silently ignor…
entitystring–Narrow results to ONE filer, by ticker ("AAPL"), company name ("Apple Inc."), or CIK ("320193") — omit to search across every filer. Aliases `ticker_or_cik` / `cik` / `ticker` are also accepted, the…
form_typestring–Filter by SEC form type (e.g., "10-K", "10-Q", "8-K", "DEF 14A", "S-1" for an IPO registration statement, "424B4" for the final IPO prospectus). Omit for all types.
limitnumber–Number of results to return (1-40, default 10)
querystringyesSearch query (e.g., "artificial intelligence", "Tesla revenue")
start_datestring–Start date in YYYY-MM-DD format (e.g., "2024-01-01"). If you pass this without `end_date`, `end_date` is defaulted to today rather than silently ignored.
tickerstring–Alias for `entity`.
ticker_or_cikstring–Alias for `entity`.
NameTypeReqDescription
date_rangeobject––
form_type_filterstring–Form type filter applied or 'all'
querystring–The search query used
resultsarray––
total_hitsnumber–Total number of matching filings
{"end_date":"2024-12-31","form_type":"10-K","limit":20,"query":"artificial intelligence","start_date":"2024-01-01"}
{"limit":10,"query":"Tesla revenue"}
{"entity":"AAPL","limit":3,"query":"artificial intelligence"}
edgar_ticker_to_cik ~448

Resolve a US stock ticker (e.g. "TSLA") OR a company name (e.g. "Tesla", "Apple Inc") to the SEC's 10-digit CIK identifier — required by every other SEC tool. Call THIS FIRST when you have a ticker/name and need to use edgar_company_concept, edgar_company_filings, edgar_company_facts, sec_8k_recent, or any other SEC-keyed tool. Returns {cik, cik_padded, company_name, ticker, matched_by}; when matched by name it also returns `alternatives` — up to 3 OTHER companies whose names also matched, one per distinct CIK, with the winner's OWN share classes/tickers excluded (never listed as its own alternative). Use `alternatives` to tell a genuinely CONTESTED name match (a real rival company also matched) from a clean one (nothing else did). Cheap, no rate limit concerns. Most other tools also accept tickers/names directly and call this internally — only use it explicitly when you want the CIK as data. The response carries a `next` hint: the usual NEXT step after resolving is edgar_company_snapshot({ticker_or_cik}), which returns the recent filings list AND the headline XBRL financials in one call — do not chain edgar_company_filings then edgar_company_concept by hand to get that.

NameTypeReqDescription
companystring–Alias for `ticker` — use it when what you have is a company NAME ("Apple Inc.") rather than a symbol. Same argument, same behaviour.
tickerstring–REQUIRED (or one of its aliases `ticker_or_cik` / `company`). Stock ticker symbol (e.g., "AAPL", "MSFT", "TSLA") or company name (e.g., "Apple", "Microsoft")
ticker_or_cikstring–Alias for `ticker` — the spelling edgar_company_filings and edgar_insider_transactions use. A ticker or company name; this tool RESOLVES to a CIK, so passing a bare CIK has nothing to look up.
NameTypeReqDescription
cikstringyesCompany CIK number
cik_paddedstringyesCIK padded to 10 digits with leading zeros
company_namestringyesOfficial company name
tickerstring|nullyesStock ticker symbol; null for a filer not on SEC's current-listed list (delisted, bankrupt, never listed) resolved by name via matched_by "edgar_entity_search"
{"ticker":"AAPL"}
{"ticker":"TSLA"}
edgar_xbrl_frames ~356

Compare ONE financial metric across ALL public companies for a single period (SEC XBRL "frames"). PREFER OVER WEB SEARCH for "which companies had the most revenue/net income/assets in <year>", "rank companies by <metric>", cross-company financial comparison. concept is a US-GAAP tag (e.g. "Revenues", "NetIncomeLoss", "Assets", "ResearchAndDevelopmentExpense", "CashAndCashEquivalentsAtCarryingValue"). period is a calendar frame: "CY2023" (annual), "CY2023Q1" (quarter), or "CY2023Q1I" (instant/balance-sheet, period-end). Returns companies + values, sorted descending by default. Differs from edgar_company_concept (one company over time) — this is one period across every filer.

NameTypeReqDescription
conceptstringyesUS-GAAP (or dei) tag, e.g. "Revenues", "NetIncomeLoss", "Assets", "ResearchAndDevelopmentExpense".
limitnumber–Max companies to return (1-200, default 25).
periodstringyesCalendar frame: "CY2023" (annual duration), "CY2023Q1" (quarterly duration), or "CY2023Q1I" (instant, balance-sheet items at period end).
sortstring–"desc" (default, largest first) or "asc".
taxonomystring–Taxonomy: "us-gaap" (default) or "dei".
unitstring–Unit of measure (default "USD"). Use "shares" for share counts, "USD-per-shares" for per-share.

No output schema declared.

{"concept":"Revenues","limit":25,"period":"CY2024"}
{"concept":"ResearchAndDevelopmentExpense","limit":50,"period":"CY2024Q1","sort":"desc"}
entity_profile ~868

"Tell me about X" / "research Acme" / "brief me on Tesla" / "what does Apple do" / "company profile for Microsoft" / "give me the rundown on NVDA" / "everything you know about $TICKER" — full cross-source profile of a US public company in ONE parallel call. ALWAYS PREFER over chaining single-pack SEC/XBRL/news lookups when the user asks for a holistic view. Fans out across SEC EDGAR, XBRL, USPTO patents, federal contracts (USAspending), FDA-licensed biologics (Purple Book), H-1B hiring (DOL LCA), news and GLEIF, and returns: cik + company_name (+ resolved_from/resolved_to when `value` was a name); recent_filings (up to 5 with pipeworx://edgar/company/{cik}/filings/{accession} URIs); fundamentals (the latest ANNUAL Revenues, NetIncomeLoss, Cash, diluted EPS, capex and operating cash flow, each with its period_end, SEC form and the accession of the filing it came from — plus EntityCommonStockSharesOutstanding, which is the newest COVER-PAGE share count the filer has published rather than an annual one, so its period_end is a cover date after the quarter closed and it is the right per-share denominator; a filer tagging a fallback concept appears under the name of that tag instead, e.g. PaymentsToAcquireProductiveAssets instead of PaymentsToAcquirePropertyPlantAndEquipment); patents (USPTO PatentsView API sunset May 2025 — soft-fails until reactivated); federal_contracts (USAspending awards where the company is the recipient); fda_products (FDA-licensed biologics — vaccines, cell/gene therapies — from the Purple Book; a company with only small-molecule/generic drugs will show none here, that is expected, not a failure); hiring (H-1B sponsorship volume + salary range from DOL LCA filings); recent news mentions via GDELT→GNews fallback; LEI via GLEIF. `sources_used` / `sources_failed` say which of these actually returned data for THIS company — an empty section is a real "no data", not a bug. `sources_skipped` is the third state: a leg we deliberately did NOT run, each e…

NameTypeReqDescription
countrystring–OPTIONAL ISO 3166-1 alpha-2 of the business register you mean ("NO", "FI", "GB", "JP", "FR", "EE", "BR"). Only affects a NAME lookup, and is often what separates the company you mean from a US namesa…
typestringyes"company" or "ticker" — both are accepted and behave identically; `value` can be a ticker, CIK, or company name either way. person/place coming soon.
valuestringyesTicker (e.g., "AAPL"), zero-padded CIK (e.g., "0000320193"), or company name (e.g., "Moderna"). A NAME now resolves through the national business registers as well as SEC EDGAR, so a non-US company r…

No output schema declared.

{"type":"company","value":"AAPL"}
filer_to_sponsors ~463

The REVERSE of sponsor_to_filer: given a US-listed public FILER (parent company), list its operating subsidiaries as disclosed in Exhibit 21 of its most recent 10-K (Item 601(b)(21) — "significant subsidiaries"). Built for the same trial-sponsor/entity-resolution join, run the other direction: instead of ~10 calls guessing candidate subsidiary names and confirming each via sponsor_to_filer, get the parent's full disclosed subsidiary list (with jurisdiction of incorporation) in one call, straight from SEC — e.g. Merck (MRK/CIK 310158) -> "Merck Sharp & Dohme LLC" among hundreds of others. Pass `name_filter` (case-insensitive substring) to check whether a specific candidate name is among the subsidiaries without reading the whole list. Every result carries provenance (accession number, filing date, exhibit URL) so the join is auditable. Smaller filers or ones with no significant subsidiaries can genuinely have no Exhibit 21 — status distinguishes that from a lookup failure. Foreign private issuers (20-F filers) are not yet covered.

NameTypeReqDescription
cikstring–Alias for `ticker_or_cik` — the spelling edgar_company_concept and edgar_company_facts use for the same thing. Takes a ticker or a CIK.
limitnumber–Max subsidiaries to return (1-500, default 200). Large parents can disclose 500+.
name_filterstring–Optional case-insensitive substring to filter subsidiary names by, e.g. "Sharp & Dohme" to check whether that entity is among the parent's disclosed subsidiaries. Subsidiary names in Exhibit 21 use "…
tickerstring–Alias for `ticker_or_cik` — the spelling edgar_fund_holdings and edgar_ticker_to_cik use for the same thing. Takes a ticker or a CIK.
ticker_or_cikstring–REQUIRED (or one of its aliases `cik` / `ticker`). The PARENT company's ticker (e.g. "MRK") or CIK (e.g. "310158"). Tickers are auto-resolved to CIKs.

No output schema declared.

{"ticker_or_cik":"MRK"}
{"name_filter":"Sharp \u0026 Dohme","ticker_or_cik":"310158"}
forget ~95

Delete a previously stored memory by key. Use when context is stale, the task is done, or you want to clear sensitive data the agent saved earlier. Pair with remember and recall.

NameTypeReqDescription
kstring–Alias for key.
keystringyesMemory key to delete. Accepts name, k, label as aliases.
labelstring–Alias for key.
namestring–Alias for key.

No output schema declared.

{"key":"user_research_topic"}
generate_llms_txt ~164

Generate a production-ready llms.txt file for any URL so AI crawlers (ChatGPT, Claude, Perplexity) can index the site cleanly. Fetches the page, extracts title/description/key links, and emits the standard llms.txt markdown format. Output is a single text blob ready to drop at site-root/llms.txt. Useful for: getting a client's site indexed by AI, drafting llms.txt for your own project, or auditing how an AI crawler would see a competitor.

NameTypeReqDescription
max_linksnumber–Maximum number of link entries to include (default 25, max 50).
urlstringyesFull URL of the site to summarize, e.g. "https://example.com" or a specific landing page.

No output schema declared.

{"url":"https://pipeworx.io"}
kalshi_weather_edge ~916

Prices Kalshi daily high-temperature markets against the NWS forecast for the market's OWN settlement station, and measures whether that forecast actually beats the market. Two modes. LIVE (default): returns the full strike ladder for one city and settlement date with market_prob (mid), forecast_prob, and edge_pp per strike, plus the settlement clause verbatim. BACKTEST (`backtest_days: N`): scores an archived gridded forecast against the market on settled days and returns brier_market vs brier_forecast with a plain-English `verdict`, so the edge is MEASURED rather than asserted. READ THE WARNINGS — they are not boilerplate. (1) These markets DO NOT settle on the NWS. They settle on The Weather Company (weather.com) at a Kalshi station code such as CLINYC, which the response quotes verbatim; so part of every edge_pp is NWS-vs-Weather-Company disagreement about the same day at the same station, which is not mispricing and not tradeable. `settlement_vs_forecast_basis_f` from backtest mode is that part as a number. (2) The station is DERIVED from the settlement clause, never from the city name: Chicago settles at MIDWAY and New York at CENTRAL PARK, so a city-centre forecast would misprice a whole ladder. A station that cannot be resolved yields rows with no forecast and a reason, never a guessed coordinate. (3) forecast_prob assumes a normal distribution around the NWS high whose width is ASSUMED, not fitted (stated in `distribution_assumption`) — run backtest mode to see whether it is calibrated. (4) edge_pp is gross: no Kalshi fees, no bid-ask. MEASURED RESULT, AND IT IS NOT THE FLATTERING ONE: on the first backtest (KXHIGHNY, 13 settled days to 2026-09-11, 58 market observations) the MARKET beat the forecast — Brier 0.1008 for the market against 0.1594 for the archived gridded forecast, lower being better. So on that sample there is NO forecast edge to sell, and a large edge_pp is more likely to be the model disagreeing with a better-informed market than an opport…

NameTypeReqDescription
backtest_daysnumber–Run measurement mode over the last N settled days (max 60) instead of pricing today. Returns brier_market vs brier_forecast, the settlement-vs-forecast basis, and per-day detail. Both sides are score…
citystring–City to price, e.g. "nyc", "chicago", "los angeles", "miami", "austin", "houston", "denver", "philadelphia". Defaults to nyc. Unmapped cities return known_cities[] rather than a wrong series.
datestring–Settlement date as YYYY-MM-DD. Defaults to the soonest open event. Daily weather markets open ~1-2 days ahead and close 05:00Z the next day.
market_typestring–"high_temp" (default) | "precip". Precipitation markets return prices but no forecast_prob yet.
series_tickerstring–Explicit Kalshi series, e.g. "KXHIGHNY" or "KXHIGHTBOS" (Boston). Overrides `city`; use it for any of the 121 daily weather series not in the city list.

No output schema declared.

{"city":"nyc"}
{"city":"chicago"}
{"backtest_days":14,"series_ticker":"KXHIGHNY"}
list_subscriptions ~72

List the caller's active subscriptions. Returns id, type, params, created_at, last_fired_at, fire_count for each. Use this to review what you're monitoring before adding more or to find an id to cancel.

NameTypeReqDescription
include_inactiveboolean–Include cancelled subscriptions in the response (default false).

No output schema declared.

No examples provided.

pipeworx_feedback ~383

Tell the Pipeworx team something is broken, missing, or needs to exist. Use when a tool returns wrong/stale data (bug), when a tool you wish existed isn't in the catalog (feature/data_gap), or when something worked surprisingly well (praise). ONLY for tools served by this Pipeworx connection — if the tool came from a different MCP server in your client (another vendor's Gmail, Splunk, Slack, etc. connector), we cannot fix it and reporting it here only delays you; file it with that server instead. Not sure? Pipeworx tool names are the ones this connection lists. Describe the issue in terms of Pipeworx tools/packs — don't paste the end-user's prompt. Filing without an account returns a `claim_token`; pass it back later as pipeworx_feedback({claim_token:"pwfb_…"}) to read whether it was fixed and what changed. The team reads digests daily and signal directly affects roadmap. Rate-limited to 5 per identifier per day. Free; doesn't count against your tool-call quota.

NameTypeReqDescription
claim_tokenstring–Read the reply to a report you filed earlier: pass the `pwfb_…` token that filing returned, with no other arguments. Returns the status and, once resolved, what actually changed.
contextobject–Optional structured context: which tool, pack, or vertical this relates to.
messagestring–Your feedback in plain text. Be specific (which tool, what error, what data was missing). 1-2 sentences typical, 2000 chars max.
typestring–bug = something broke or returned wrong data. feature = a new tool or capability you wish existed. data_gap = data Pipeworx does not currently expose. praise = positive note. other = anything else.

No output schema declared.

{"message":"Fleet #2184 smoke test: verifying pipeworx_feedback example call returns non-empty.","type":"other"}
pipeworx_trending ~173

What other AI agents are calling on Pipeworx right now. Returns the top tools, top packs, and total call volume over a recent window (24h, 7d, or 30d). Useful for: (1) discovering what data sources are hot for current events, (2) confirming a popular tool is the canonical choice before asking your own question, (3) seeing whether your use case aligns with what most agents need. Self-aggregating signal — derived from CF analytics-engine, no PII, just (pack, tool, count). Cached 5min-1h depending on window.

NameTypeReqDescription
windowstring–24h (default) | 7d | 30d. Shorter windows surface what's hot right now; longer windows show steady-state demand.

No output schema declared.

{"window":"7d"}
polymarket_arbitrage ~876

Find arbitrage opportunities on Polymarket via monotonicity violations + partition-sum checks. Call with NO args for a `trending_scan` of the top ~200 markets by weekly volume; pass `event` for the strongest per-event partition_check, or `topic` for a themed cross-event scan. `event` (recommended for a specific market): pass a Polymarket event slug like "fed-decision-may-2026" or "when-will-bitcoin-hit-150k"; walks child markets, checks date-axis / threshold-axis ordering AND computes the partition_check (sum of YES prices across mutually-exclusive legs — should ≈1; deviations >3pp emit a BUY/SELL EVERY LEG signal). `topic` (for cross-event scanning): pass a seed question like "Strait of Hormuz traffic returns to normal" or "Fed rate decision"; searches related events across the platform, flattens markets, runs the comparator on the union. Cross-event mode catches "...by May 31" vs "...by Jun 30" patterns that single-event misses. SEMANTIC ANCHOR: cross-event pairs require ≥0.30 Jaccard similarity on question tokens (prevents Powell-Fed-Pause being paired with Powell-DOJ-probe); skipped_low_similarity surfaces the rejected pair count. PARTITION FILTER: drops will-person-X / will-manager-Y / will-someone-else- placeholder slugs; partitions with >20% placeholder fraction return null arb signal. Response: opportunities[] (gap_pp, suggested_trade, reasoning, monotonicity violation context), and in event mode partition_check{sum_yes_prices, gap_from_1, placeholders_filtered, suggested_trade}. FEES: every opportunities[] row and partition_check.arbitrage carry edge_pp_gross (== gap_pp / overround_pp), fees_pp, edge_pp_net, net_positive, plus polymarket_fee_pp, fee_basis and fee_categories[]. BOTH cost components are modeled: Polymarket's own per-category TAKER FEE (fee = shares × rate × p × (1-p), rates crypto 0.07 / sports-economics-culture-weather-other 0.05 / finance-politics-mentions-tech 0.04, geopolitics and world events fee-free; verified against Polymarket's own…

NameTypeReqDescription
eventstring–Single-event mode (use this if you know the specific Polymarket event): event slug like "fed-decision-may-2026" or "when-will-bitcoin-hit-150k". Full Polymarket URLs also accepted.
topicstring–Cross-event mode (use this if you want to scan related events across the platform): a topic or seed question like "Fed rate decision" or "Strait of Hormuz traffic returns to normal". Tool searches Po…

No output schema declared.

{"topic":"Fed rate decision"}
polymarket_edge_tracker ~343

Edge persistence and decay telemetry built from daily polymarket_edges snapshots. Answers "how long has this edge existed and is it shrinking?" — a fresh wide edge and a 3-week-old wide edge are different trades (the latter is wide for a reason nobody is willing to take). Args: days (lookback, default 14, max 30), window (snapshot family, default "1wk"). RESPONSE: tracked[] = every opportunity in the LATEST snapshot with its full edge_pp_net time-series across prior snapshots, first_seen, trend (new | widening | stable | decaying) and decay_pp_per_day (both computed on |edge_pp_net| — the value itself is signed by trade direction, negative = SELL YES); expired[] = opportunities that appeared in earlier snapshots but are GONE from the latest (closed, resolved, or arbed away) with their lifespan_days — the median lifespan is your competition clock; snapshot_dates[] = which days actually have data (snapshots are written when polymarket_edges runs on a cache-miss, so gaps mean nobody scanned that day). LIMITS: history depth is bounded by the 60-day snapshot TTL and starts from when snapshotting was enabled; decay numbers come from daily closes of edge_pp_net (net of default slippage AND Polymarket's own taker fee — see polymarket_edges), not intraday.

NameTypeReqDescription
daysnumber–Lookback in days (default 14, clamp 2-30).
windowstring–Which polymarket_edges window family to read snapshots for: 24hr | 1wk | 1mo (default 1wk).

No output schema declared.

{"days":14,"window":"1wk"}
Install

How do I install the Edgar MCP server?

Edgar is a hosted endpoint at https://gateway.pipeworx.io/edgar/mcp, so there is nothing to install locally. Ready-made configuration for Claude, Cursor, VS Code, Codex and 5 more is on this page, copied from each client's own documentation.

remote · gateway.pipeworx.io

# add to Claude Code
claude mcp add --transport http pipeworx-io-edgar 'https://gateway.pipeworx.io/edgar/mcp'
Common questions

What is the Edgar MCP server?

Edgar is an MCP server listed in the public MCP registry as io.github.pipeworx-io/edgar. EDGAR MCP, SEC EDGAR public APIs (free, no auth). This page covers its hosted endpoint (https://gateway.pipeworx.io/edgar/mcp).

Is the Edgar MCP server safe to use?

Edgar scores 85 out of 100 on VerifyMCP. That is a record of what we were able to check automatically, not an endorsement. The category breakdown on this page shows every signal behind the number, including the ones we could not confirm.

What tools does the Edgar MCP server expose?

Edgar exposes 61 tools: ask_pipeworx, ask_pipeworx_beta, ask_pipeworx_grounded, search_within, deep_research, and 56 more. Their descriptions and schemas cost roughly 35,222 tokens of context every time the server is loaded.

Does the Edgar MCP server require authentication?

Yes. Edgar asked us for credentials when we connected, so you will need to authorise it in your MCP client before it can do anything.

Is the Edgar MCP server still maintained?

Edgar is still listed as active in the MCP registry. We last reached this channel on 5 November 2026. Those dates come from our own scans of the registry and the channel itself, not from anything the publisher announced.

What did VerifyMCP test on the Edgar MCP server?

VerifyMCP ran 13 checks on Edgar, covering TLS certificate, Authorization, HTTPS, HSTS header and 9 more. Supply Chain Security and Provenance & Transparency do not apply to a hosted endpoint, so they were not tested. The score does not measure everything, and the scoring documentation lists what it leaves out.