Tools

Six 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), company names (Apple), or CIK numbers (320193)
• Optionally includes recent filings with form type filtering
• Returns entity metadata: SIC code, exchanges, fiscal year end, state of incorporation

secedgar_search_filings

Full-text search across all EDGAR filing documents since 1993.

• Exact phrases ("material weakness"), boolean operators (revenue OR income), wildcards (account*)
• Entity targeting within query string (cik:320193 or ticker:AAPL)
• Date range filtering, form type filtering, pagination up to 10,000 results
• Returns form distribution for narrowing follow-up searches
• When post-filter hits exceed the inline limit, the already-fetched EFTS window (entity-filtered when ticker:/cik: is used) 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

secedgar_get_financials

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

• Friendly names like "revenue", "net_income", "eps_diluted" auto-resolve to correct XBRL tags
• Handles historical tag changes (e.g., ASC 606 revenue recognition)
• Automatic deduplication to one value per standard calendar period
• Filter by annual, quarterly, or all p

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