An MCP Server to use with LLMs
Use the MCP server to access filings with your preferred AI model or in the terminal, if you are building applications with SEC filings data.
MCP Server URL:
https://mcp.beatandraise.com/mcp
Available MCP Tools
search_filings
Full-text search across all SEC filing content. Find filings mentioning specific topics like "revenue growth", "cybersecurity risk", or "stock buyback" with relevance-ranked results and highlighted snippets.
search_companies
Search for companies by name or ticker symbol. Returns matching entities with CIK, all known names, and ticker symbols. Use this to find a company's CIK before using other tools.
get_filings
Query SEC filings by form type (10-K, 10-Q, 8-K, 13F-HR, S-1, etc.), date range, and CIK. Returns filing metadata sorted by date with the content_object listing all documents.
get_filing_detail
Get full filing metadata including the parsed content_object — a list of every document in the filing with filename, doc_type, description, and whether a markdown version exists.
get_document
Fetch a filing document's content as clean markdown or raw HTML. Read the actual text of a 10-K, 8-K, exhibit, or any other filing document.
search_document
Search within a filing's documents for specific terms. Returns matching lines with surrounding context. Automatically searches the primary documents if no filename is specified.
get_holdings
Get parsed 13F-HR institutional holdings. Returns individual stock positions with issuer name, CUSIP, FIGI, market value, share count, investment discretion, and voting authority.
get_insider_transactions
Get parsed Form 4 insider transactions. Returns insider buy/sell transactions with owner details, transaction date, code (Purchase, Sale, Award, Exercise), shares, price, and post-transaction holdings.
get_financial_statements
Extract structured financial statements from 10-K or 10-Q filings. Returns balance sheet, income statement, cash flow statement, equity statement, and comprehensive income as structured data.
get_company
Look up a company by CIK number to get its name(s) and ticker symbol(s).