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SEC EDGAR since 1993: search and read filings, insiders, 13F, statements; verify quotes and figures.
Remote server: your requests and data go to beatandraise.com. Claude Code: claude mcp add --transport http beatandraise-com-sec-filings https://beatandraise.com/mcp · Claude app: Settings → Connectors → Add custom connector.
The tools this server listed when we connected to it, in its own words.
search_filings — Full-text search across all SEC filing content. Returns matching documents, relevance-ranked, with counts by form type and year (forms, yearsearch_companies — Search for companies by name or ticker symbol. Returns matching entities with CIK, all known names, and ticker symbols, plus the SEC's SIC iget_company — Look up a company by CIK to get its name(s), ticker(s) and industry. When known, the result also has the SEC's SIC classification: sic (4-dilist_sic_codes — List the SEC's SIC industry codes, so you know which code to use with list_companies_by_sic. With a query (a word from the industry title: "list_companies_by_sic — List the companies in an industry, using the SEC's Standard Industrial Classification (SIC). Pass a SIC code (3-4 digits, e.g. "6200" for seget_filings — Query SEC filings by form type, date range, CIK and/or 8-K item. Returns filings newest first. Each filing's content_object lists its documeget_filing_detail — Get full filing metadata including its content_object. content_object lists every document in the filing with filename, doc_type, descriptioget_document — Fetch a filing document's content from storage. For one section of a 10-K, 10-Q, 8-K or 20-F (MD&A, Risk Factors, Legal Proceedings, Item 2.list_filing_items — List the Items of a 10-K, 10-Q, 8-K or 20-F: which sections the filing has and where. Each entry gives the item ("1A", "7", "2.02"), its parget_filing_item — Read one Item of a 10-K, 10-Q, 8-K or 20-F, e.g. Risk Factors or MD&A, instead of the whole document. Much smaller than get_document: a 10-Klist_filing_tables — List every R*.htm financial table in a filing (10-K, 10-Q, S-1, etc.). Returns one entry per <Report> in the filing's FilingSummary.xml — tyget_holdings — Get parsed 13F-HR institutional holdings for a filer. Returns individual stock positions with issuer name, CUSIP, FIGI, market value, share get_institutional_holders — Who holds a company, from 13F filings: how much of each share class institutions hold, and how that changed quarter by quarter. The company-get_insider_transactions — Get parsed Form 4 insider transactions for a company. Returns insider buy/sell transactions with owner details (name, title, relationship), get_shares_outstanding — Get a company's shares outstanding over time, as stated on the cover page of each 10-K, 10-Q, 20-F and 40-F (dei:EntityCommonStockSharesOutsget_fiscal_calendar — Get a company's fiscal calendar: every quarter it reported, with its own dates. One row per quarter, oldest first, from the company's 10-K asearch_private_offerings — Search Form D filings: private placements and private funds (exempt offerings under Regulation D, Section 4(a)(5) and the Investment Companyget_private_offering — Get one Form D filing in full, by accession number (from search_private_offerings). Everything search returns, plus: the issuer's full addrequery_sec — SQL (DuckDB) over SEC filing data, for questions ACROSS MANY COMPANIES or filings: totals, comparisons, breakdowns, screens, and finding whiget_financial_statements — Extract structured financial statements from a 10-K or 10-Q filing. Returns balance sheet, income statement, cash flow statement, equity staget_financial_history — A company's financial statements from its last several 10-Ks or 10-Qs, in one call. For trends (revenue, margins, cash flow) instead of callsearch_document — Search within a filing's documents for specific terms. Returns matching lines with context. If filename is omitted, searches every readable verify_quote — Check that a figure or sentence really appears in a filing document, and get a link that highlights exactly where. Use this before stating averify_figure — Check that a number you are about to state appears in a filing, however it is written. Every number is compared as its digits alone (separatlist_figures — List the numbers a filing document actually states, each with its label. Each entry is a number with its label (the table row's label, or thcheck_citations — Check every number in a draft against the filing characters it cites, and link them. Write your draft with a citation right after each figurget_help — What the beatandraise.com tools cover, where they stop, and what to use instead. Call it when a tool returned nothing, an error or less thancompare_filing_item — What changed in one Item of a 10-K, 10-Q or 20-F since the same filing a year earlier (new and dropped risk factors, rewritten MD&A, legal pmore_item_changes — The next page of a compare_filing_item result: its changes from number changes_from on. Pass the same arguments as the compare_filing_item cNot tested by KitScout yet. When our harness runs it, pros, cons and the tasks we tried appear here, with the date and evidence.