Tools

Fourteen tools for querying SEC EDGAR data, plus three for SQL analytics over the DuckDB-backed canvas dataframes those tools materialize:

secedgar_company_search

Entry point for most EDGAR workflows — resolve tickers, names, or CIKs to entity details.

• Supports ticker symbols (AAPL, VOO), company names (Apple), or CIK numbers (320193)
• ETFs and mutual funds resolve by ticker via company_tickers_mf.json; fund results include series_id and class_id for downstream scoping
• Current and former company names both resolve (Facebook → Meta Platforms, Square → Block)
• Near-match suggestions on zero-result name search (e.g. Microsfot → MICROSOFT CORP / MSFT)
• Optionally includes recent filings with form type filtering
• Date filtering (filed_after / filed_before) and under-filled form filters page into the older submissions archive, reaching filings that predate the ~1000-entry recent window (e.g. a 2005 10-K); history_scanned_through discloses the scan depth, and the full filtered history materializes as a df_<id> dataframe when it exceeds the inline filing_limit
• Returns entity metadata: SIC code, exchanges, fiscal year end, state of incorporation

secedgar_search_filings

Search EDGAR filings since 1993. Full-text search covers 2001-present (the EFTS index floor); pre-2001 date ranges are served from the archives — pre-2001 full-text matching requires entity scope.

• Exact phrases ("material weakness"), boolean operators (revenue OR income), wildcards (account*)
• Entity targeting within query string (cik:320193 or ticker:AAPL) — scoped server-side by CIK, so filings made under a former company name (same CIK) are included
• Browse mode: omit query to list filings by form type (forms=["S-1"]) and/or entity (ticker:/cik:), optionally narrowed by date — a bare date range is not a valid search and must be paired with forms or entity targeting
• Pre-2001 date ranges (back to 1993) route to the archives: an entity-scoped range reads the filer's full submissions history; an unscoped forms/date range browses the quarterly full-index. Each row carries a source field (efts / submissions / full-index), preserved into the df_<id> dataframe
• Pre-2001 free text is matched by reading documents, so it needs ticker:/cik: scope to bound the work: the form + date pre-filter picks candidates, up to 50 are read, and scan reports candidates / scanned / matched rather than presenting a partial read as a complete one. SEC's request rate is the cost — roughly 5s for a full 50-document scan. Each read covers the whole accession .txt (pre-1997 filings expose no per-document URL), so a match can sit in an attached exhibit rather than the body of the requested form
• A range crossing 2001-01-01 is split at the boundary and merged: the full-text index serves 2001 onward, the archives serve the rest. period_ending, ticker, file_description, sic, and location exist only on source: efts rows, so a merged result carries them on some rows and not others
• Date range filtering, form type filtering, pagination up to 10,000 results
• Returns form distribution for narrowing follow-up searches
• When the entity-scoped window exceeds the inline limit, the already-fetched EFTS window is materialized as a df_<id> dataframe — query it with secedgar_dataframe_query

secedgar_get_filing

Fetch a specific filing's metadata and document content by accession number.

• Accepts accession numbers in dash or no-dash format
• Converts HTML filings to readable plain text
• Configurable content limit (1K–200K characters, default 50K)
• Can fetch specific exhibits by document name
• Binary entries — scanned pages, PDF exhibits, packaged archives and spreadsheets — are marked binary in the document catalog and rejected with a binary_document error instead of being returned as decoded bytes
• Offset paging for large documents (10-K, S-1/A can exceed 1M chars): pass next_offset from a truncated response as offset on the next call to continue reading; first-page truncated responses include a detected outline (headings with offsets) for targeted navigation
• Section targeting via the section param: jumps directly to a named heading by case-insensitive substring match (e.g. "risk factors", "item 7", "certain relationships"); on a miss, the error carries the detected outline so you can pick the correct heading
• Extracted text is cached per accession + document (bounded LRU, 8 entries), making subsequent paged calls cheap

secedgar_get_financials

Get historical XBRL financial data for a company with friendly concept name resolution.