> ## Documentation Index
> Fetch the complete documentation index at: https://sec-edgar-mcp.amorelli.tech/llms.txt
> Use this file to discover all available pages before exploring further.

# Tools Overview

> Complete reference for all SEC Edgar MCP tools

## Tool Categories

SEC Edgar MCP provides comprehensive tools organized into four main categories, each designed to access different aspects of SEC EDGAR data with exact precision and verifiable references.

<CardGroup cols={2}>
  <Card title="Company Tools" icon="building" href="/tools/company/lookup-cik" color="#blue">
    Look up companies, get basic information, and access company facts
  </Card>

  <Card title="Filing Tools" icon="file-text" href="/tools/filings/recent-filings" color="#green">
    Access recent filings, analyze content, and extract specific sections
  </Card>

  <Card title="Financial Tools" icon="chart-bar" href="/tools/financial/financial-statements" color="#orange">
    Extract financial statements with direct XBRL parsing for exact precision
  </Card>

  <Card title="Insider Trading Tools" icon="user-tie" href="/tools/insider/form-345" color="#purple">
    Monitor insider transactions and analyze Form 3, 4, and 5 filings
  </Card>
</CardGroup>

## Core Principles

All SEC Edgar MCP tools follow these core principles:

### Exact Precision

* **No Rounding**: Financial data maintains exact numeric precision as filed with the SEC
* **Direct XBRL Parsing**: Uses regex patterns to extract data directly from SEC filings
* **Deterministic Processing**: Consistent, repeatable results based solely on filing data

### Verifiable References

* **SEC URLs**: Every response includes clickable links to original SEC filings
* **Filing Metadata**: Complete accession numbers, filing dates, and form types
* **Source Attribution**: Clear indication of data source and extraction method

### AI Safety Features

* **Deterministic Responses**: Strict instructions prevent AI hallucination
* **Filing-Only Data**: Responses based exclusively on actual SEC filing content
* **Verification Links**: Users can independently verify all data at provided SEC URLs

## Available Tools

### Company Tools

<AccordionGroup>
  <Accordion title="lookup_company_cik">
    **Purpose**: Convert company ticker symbols to CIK numbers for more reliable API calls

    **Parameters**:

    * `ticker` (string): Company ticker symbol (e.g., "AAPL")

    **Returns**: CIK number and suggestion to use CIK for better performance

    **Example Use**: Find Apple's CIK number to use in other tools
  </Accordion>

  <Accordion title="get_company_info">
    **Purpose**: Get detailed company information including basic facts and identifiers

    **Parameters**:

    * `identifier` (string): Company CIK, ticker, or name

    **Returns**: Company details, SIC code, exchange, state, fiscal year end

    **Example Use**: Get comprehensive company profile information
  </Accordion>

  <Accordion title="get_company_facts">
    **Purpose**: Extract key financial metrics from company facts database

    **Parameters**:

    * `identifier` (string): Company CIK, ticker, or name

    **Returns**: Latest financial metrics with exact values and filing references

    **Example Use**: Get current financial snapshot of a company
  </Accordion>
</AccordionGroup>

### Filing Tools

<AccordionGroup>
  <Accordion title="get_recent_filings">
    **Purpose**: Get recent SEC filings for a company or across all companies

    **Parameters**:

    * `identifier` (string, optional): Company CIK, ticker, or name
    * `form_type` (string/array, optional): Specific form types (e.g., "10-K", \["10-K", "10-Q"])
    * `days` (number): Number of days to look back (default: 30)
    * `limit` (number): Maximum number of results (default: 40)

    **Returns**: List of filings with metadata and direct SEC links

    **Example Use**: Monitor recent 8-K filings for material events
  </Accordion>

  <Accordion title="get_filing_content">
    **Purpose**: Get the complete content of a specific SEC filing

    **Parameters**:

    * `identifier` (string): Company CIK, ticker, or name
    * `accession_number` (string): SEC accession number

    **Returns**: Full filing text content with structured data extraction

    **Example Use**: Read the complete text of a 10-K filing
  </Accordion>

  <Accordion title="analyze_8k_filing">
    **Purpose**: Analyze 8-K filings for specific material events and press releases

    **Parameters**:

    * `identifier` (string): Company CIK, ticker, or name
    * `accession_number` (string): 8-K filing accession number

    **Returns**: Detailed analysis of 8-K items, events, and press releases

    **Example Use**: Analyze what triggered a specific 8-K filing
  </Accordion>

  <Accordion title="get_filing_sections">
    **Purpose**: Extract specific sections from 10-K or 10-Q filings

    **Parameters**:

    * `identifier` (string): Company CIK, ticker, or name
    * `accession_number` (string): Filing accession number
    * `form_type` (string): "10-K" or "10-Q"

    **Returns**: Business section, risk factors, MD\&A, and other key sections

    **Example Use**: Get just the risk factors section from a 10-K
  </Accordion>
</AccordionGroup>

### Financial Tools

<AccordionGroup>
  <Accordion title="get_financial_statements">
    **Purpose**: Extract complete financial statements with direct XBRL parsing

    **Parameters**:

    * `identifier` (string): Company CIK, ticker, or name
    * `statement_type` (string): "income", "balance", "cash", or "all"

    **Returns**: Financial statements with exact precision and filing references

    **Example Use**: Get Tesla's latest income statement with exact numbers
  </Accordion>

  <Accordion title="get_xbrl_concepts">
    **Purpose**: Extract specific XBRL concepts with exact values from filings

    **Parameters**:

    * `identifier` (string): Company CIK, ticker, or name
    * `concepts` (array, optional): Specific XBRL concepts to extract
    * `accession_number` (string, optional): Specific filing
    * `form_type` (string): Filing form type (default: "10-K")

    **Returns**: Exact XBRL concept values with context and period information

    **Example Use**: Get exact revenue figure from latest 10-K
  </Accordion>

  <Accordion title="discover_company_metrics">
    **Purpose**: Discover all available financial metrics for a company

    **Parameters**:

    * `identifier` (string): Company CIK, ticker, or name
    * `search_term` (string, optional): Filter metrics by search term

    **Returns**: List of available metrics with counts and latest periods

    **Example Use**: See what financial metrics are available for analysis
  </Accordion>
</AccordionGroup>

### Insider Trading Tools

<AccordionGroup>
  <Accordion title="get_insider_transactions">
    **Purpose**: Get insider trading transactions from Form 3, 4, and 5 filings

    **Parameters**:

    * `identifier` (string): Company CIK, ticker, or name
    * `days` (number): Number of days to look back (default: 90)
    * `transaction_type` (string, optional): Filter by transaction type

    **Returns**: Detailed insider transactions with exact values and dates

    **Example Use**: Monitor recent insider buying/selling activity
  </Accordion>

  <Accordion title="analyze_form_345">
    **Purpose**: Detailed analysis of specific Form 3, 4, or 5 insider filings

    **Parameters**:

    * `identifier` (string): Company CIK, ticker, or name
    * `accession_number` (string): Form 3/4/5 accession number

    **Returns**: Complete insider transaction analysis with all details

    **Example Use**: Analyze a specific insider's large transaction
  </Accordion>
</AccordionGroup>

## Tool Usage Patterns

### Basic Company Research

1. **Start with company lookup**: Use `lookup_company_cik` to get reliable CIK
2. **Get company profile**: Use `get_company_info` for basic information
3. **Check recent activity**: Use `get_recent_filings` to see latest filings

### Financial Analysis

1. **Get financial statements**: Use `get_financial_statements` for complete data
2. **Extract specific metrics**: Use `get_xbrl_concepts` for precise values
3. **Compare periods**: Use multiple calls to analyze trends

### Due Diligence

1. **Company background**: Start with `get_company_info`
2. **Recent filings review**: Use `get_recent_filings` and `analyze_8k_filing`
3. **Financial health**: Use `get_financial_statements`
4. **Insider activity**: Use `get_insider_transactions`

### Compliance Monitoring

1. **Monitor filings**: Regular `get_recent_filings` calls
2. **Analyze events**: Use `analyze_8k_filing` for material events
3. **Track insider trading**: Use `get_insider_transactions`

## Data Quality Guarantees

<Note>
  **Exact Precision Promise**: All financial data is extracted directly from SEC XBRL filings with exact numeric precision. No estimates, calculations, or rounding are applied.
</Note>

### Verification Process

1. **Independent Verification**: All responses include SEC URLs for independent verification
2. **Filing References**: Complete accession numbers and filing dates provided
3. **Source Attribution**: Clear indication of data extraction method and source

### Error Handling

* **Graceful Failures**: Tools return structured error messages when data is unavailable
* **Fallback Methods**: Multiple extraction methods ensure maximum data availability
* **Clear Error Messages**: Specific error descriptions help diagnose issues

## Rate Limiting and Best Practices

### SEC API Guidelines

* **10 requests per second maximum** (automatically enforced)
* **Required User-Agent header** with name and email
* **Respectful usage** of SEC resources

### Performance Tips

* **Use CIK numbers** instead of tickers for better performance
* **Cache results** when possible to reduce API calls
* **Batch requests** when analyzing multiple companies

### Error Recovery

* **Retry logic**: Built-in retry for transient failures
* **Alternative methods**: Multiple extraction approaches for reliability
* **Clear diagnostics**: Detailed error messages for troubleshooting

## Next Steps

<CardGroup cols={2}>
  <Card title="Company Tools" icon="building" href="/tools/company/lookup-cik">
    Start with company lookup and information tools
  </Card>

  <Card title="Financial Analysis" icon="chart-bar" href="/tools/financial/financial-statements">
    Extract precise financial data from SEC filings
  </Card>

  <Card title="Use Cases" icon="lightbulb" href="/use-cases/financial-analysis">
    See real-world examples and applications
  </Card>

  <Card title="API Reference" icon="code" href="/api-reference/introduction">
    Technical API documentation and schemas
  </Card>
</CardGroup>