Available as MCP tool:
sec_filing_read — call directly from Claude / Cursor / any MCP client. See MCP Server for the 60-second setup.What it does for your agent
sec_filing_read is the second step in SEC Filing’s progressive-disclosure pattern: after sec_filing_browse returns the list of filings for a ticker, use this tool to extract the full text of a specific item (Risk Factors, MD&A, Financial Statements, earnings press releases, etc.). Pass either accession_number (recommended after browse, and required for 8-K) or year / quarter plus the section code(s), and the response carries the section text plus a manifest of the filing’s other sections. Pass items (an array) to pull several sections in one call — still 1 credit — and a requested code the filing doesn’t have is simply dropped from the result rather than erroring.
sec_filing_read is not semantic search: it performs parameterized lookup by (ticker, filing_type, accession_number OR year[+quarter], item) and returns the exact section text — no relevance ranking, no fuzzy matching.
The MCP tool groups the locator under one
filing object. Over HTTP API, locator parameters remain flat query parameters as listed below. Hosted Remote MCP and @llmquant/data-mcp@0.7.1 accept exactly one of three locator shapes inside filing:- annual report —
{"filing_type": "10-K", "year": 2024} - quarterly report —
{"filing_type": "10-Q", "year": 2025, "quarter": 2} - one exact filing —
{"filing_type": "10-K" | "10-Q" | "8-K", "accession_number": "0000320193-26-000050"}
accession_number next to year, a quarter on a 10-K, an 8-K without an accession_number — are rejected before the call runs, so they cost no credits.Response
The HTTP API response usessnake_case field names. The MCP tool result returns the same data with camelCase names, such as filingType, accessionNumber, and availableSections.
FilingReadResult
required
number
Credits consumed (always
1).number
Account credits remaining.
200 OK · sec_filing_read
Notes
Direct invocation
HTTP / SDK examples
HTTP / SDK examples
Full parameter reference
sec_filing_read — request parameters
sec_filing_read — request parameters
The names and meanings below are the HTTP query parameters. The MCP tool uses
snake_case locator names inside a single filing object (filing_type, year, quarter, accession_number) and returns camelCase result fields — see the note near the top of this page.string
required
U.S. equity ticker (e.g.
AAPL, NVDA, META).string
required
Filing type —
10-K, 10-Q, or 8-K.integer
Calendar year of
period_of_report. Required for 10-K when accession_number is omitted; required together with quarter for 10-Q when accession_number is omitted. Not used for 8-K (locate by accession_number).integer
Quarter of
period_of_report (1-4). Only valid for 10-Q (rejected for 10-K and 8-K). Required when looking up a 10-Q by year (without accession_number).string[]
Fetch several sections in one call. Over HTTP, comma-separate them (
items=item2.02,item9.01); for the MCP tool, pass an array. The codes are the same as item below. Up to 25 per call, duplicates removed, still 1 credit. A code this filing doesn’t have is skipped; if no requested code matches, you get 200 with empty items and a notice. Omit to return every section.string
Singular alias for
items (HTTP only; the MCP tool exposes only items) — equivalent to items=[<item>]. Omit to return every extractable section.10-K item codes: 1, 1A, 1B, 1C, 2, 3, 4, 5, 6, 7, 7A, 8, 9, 9A, 9B, 10, 11, 12, 13, 14, 15.10-Q item codes: part1item1, part1item2, part1item3, part1item4, part2item1, part2item1a, part2item2, part2item3, part2item4, part2item5, part2item6.8-K item codes: vary per filing (event-driven) — e.g. item2.02 (earnings / Results of Operations), item5.02 (executive changes), item1.01 (material agreement), item8.01 (other events), plus exhibits like ex99.1 (press release). Read available_sections from any response to see the exact set a given 8-K contains.Common picks: 10-K 1 (Business) · 1A (Risk Factors) · 7 (MD&A) · 8 (Financial Statements) · 10 (Directors / Officers); 10-Q part1item1 (Financial Statements) · part1item2 (MD&A) · part2item1a (Risk Factors).string
Exact SEC accession number (e.g.
0001045810-26-000021). Recommended after sec_filing_browse, and required for 8-K. Cannot be combined with year or quarter.The MCP tool checks the format (0000000000-00-000000), so a placeholder string is rejected instead of being sent as a real lookup. Take the value from sec_filing_browse.Related
SEC Filing Browse
Step 1 — list available filings for a ticker before calling read.
13F Holdings by Manager
Institutional ownership data — a different SEC filing family (Form 13F).
MCP Server setup
Connect Claude / Cursor / any harness in 60 seconds.