Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.llmquantdata.com/llms.txt

Use this file to discover all available pages before exploring further.

Available as MCP tool: sec_filing_browse — call directly from Claude / Cursor / any MCP client. See MCP Server for the 60-second setup.
Live   free · listing

What it does for your agent

sec_filing_browse is the first step in SEC Filing’s progressive-disclosure pattern: given a U.S. ticker, it returns the metadata list of available 10-K / 10-Q / 8-K filings (no section text). Use it to discover what filings exist for a company, then call sec_filing_read to fetch the actual section content — by year / quarter for 10-K / 10-Q, or by accession_number for 8-K (event-driven, many per year). Every filing also carries section_keys — the section codes available for it — so an agent can tell what an 8-K is about before reading a single line. Browse is not semantic search: it accepts only a ticker + optional filing_type filter. No keyword matching, no relevance ranking, no natural-language queries.

Response

data
Filing[]
required
Array of SEC filings sorted by filing_date descending.
meta.count
number
Number of filings returned.
meta.creditsUsed
number
Always 0 — browse is free.
200 OK · sec_filing_browse
{
  "data": [
    {
      "sec_filing_id": "a1b2c3d4-...",
      "ticker": "AAPL",
      "company_name": "Apple Inc.",
      "filing_type": "10-K",
      "accession_number": "0000320193-25-000079",
      "filing_date": "2025-10-31",
      "report_date": "2025-09-27",
      "url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm",
      "section_keys": ["1", "1A", "7", "7A", "8"]
    }
  ],
  "meta": { "count": 1, "creditsUsed": 0 }
}

Notes

Two-step lookup is canonical for SEC filings: sec_filing_browse returns the list of filings (free), then sec_filing_read extracts a specific section (1 credit). Pass the accession_number from browse straight into read for unambiguous targeting.
Every filing carries section_keys — the section codes available for it. For 8-K (many per year, all named “8-K”) this is how an agent picks the right one without reading it: item2.02 = earnings, item5.02 = executive change, ex99.1 = press-release exhibit. Pass the codes you want straight into sec_filing_read’s items.
Published filings never change, so a result stays valid for good. The first lookup for a ticker may take a moment; every repeat is instant.
10-K, 10-Q, and 8-K supported. 20-F and proxy (DEF 14A) filings are not currently supported.
No date-range filter (filed_at_gte / filed_at_lte) and no CIK lookup. Only ticker (+ optional filing_type) is accepted.

Direct invocation

{
  "method": "tools/call",
  "params": {
    "name": "sec_filing_browse",
    "arguments": { "ticker": "AAPL", "filing_type": "10-K", "limit": 10 }
  }
}

Full parameter reference

ticker
string
required
U.S. equity ticker (e.g. AAPL, MSFT, BRK.B).
filing_type
string
Filter by filing type. Allowed values: 10-K, 10-Q, 8-K. Omit to return all.
limit
integer
default:10
Maximum filings to return. Default 10. Max 50.

SEC Filing Read

Step 2 of progressive disclosure — fetch the full text of one item from a specific filing.

13F Top Managers

Enumerate the latest-quarter smart money universe to seed consensus analyses.

MCP Server setup

Connect Claude / Cursor / any harness in 60 seconds.