• DATA
  • TRENDS
  • ALERTS
  • HUMAN

How to analyze company financial filings with your AI

Connect your AI to SEC EDGAR to pull specific reports and run comparisons without manual searching.

Ask AI about this page

Short answer

How can I use AI to analyze SEC filings?

Your AI pulls 10-K and 10-Q reports directly from the SEC to perform deep financial analysis. You can ask your agent to compare line items or track recent insider activity. This setup gives you a direct data pipeline for modeling and trend analysis.

The outcomes

What you get from the analysis

Once connected, your AI handles the data retrieval so you can focus on the math.

DATA

Clean report retrieval

The AI pulls specific 10-K or 10-Q documents based on your request. You get the raw text and data needed for deep dives.

TRENDS

Year-over-year comparisons

Your agent compares quarterly or annual figures across different periods. It identifies shifts in revenue, debt, or cash flow automatically.

ALERTS

Insider activity tracking

The AI monitors recent 8-K filings and insider trades. You can ask for a summary of recent executive moves or material events.

HUMAN

Final investment decisions

The AI provides the data and the math, but you decide what the numbers actually mean for your portfolio.

The workflow

What your AI does when the request arrives.

The AI moves from raw SEC data to structured financial insights.

  1. Fetch annual data

    Your agent pulls the most recent 10-K filings for the companies you are watching.

    get_annual_reports

  2. Pull quarterly updates

    It retrieves 10-Q reports to help you track more frequent changes in financial health.

    get_quarterly_reports

  3. Scan recent events

    The AI looks for the latest 8-K filings or insider trades to catch immediate news.

    get_recent_filings

  4. Synthesize findings

    The agent compares the retrieved documents to highlight specific trends or discrepancies.

    get_annual_reportsget_quarterly_reports

Try it

Copy these to start.

Use these prompts to kick off your research.

Starting points

Replace the company names in these prompts with the specific tickers or names you want to research.

U.S. Securities and Exchange Commission (SEC) Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_HH58BrIAwxq2m8ESlS9POCUCyEVUooAblQpNHLHX/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — U.S. Securities and Exchange Commission (SEC) capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "sec-edgar-filings-10-k-10-q-8-k-insider-trades-full-text-search-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_HH58BrIAwxq2m8ESlS9POCUCyEVUooAblQpNHLHX/mcp"
    }
  }
}
Copy into chat04

  • Get the last three 10-K filings for Apple and compare their total revenue.

  • Find the most recent 10-Q for Tesla and summarize the change in net income.

  • Check the recent filings for Microsoft to see if there have been any major 8-K events this month.

  • List the recent insider trades for NVIDIA from the latest filings.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect SEC EDGAR Filings once, then ask.

Click the link to connect the MCP to your client. Your credentials stay encrypted, and you can start querying SEC data immediately.

Connect SEC EDGAR Filings to your AI

FAQ

How the SEC EDGAR Filings MCP behaves

  • 01

    Can the AI execute trades based on these filings?

    No. The AI can only read and analyze the data. You must execute all trades yourself.

  • 02

    Does the AI store my proprietary financial models?

    No. The AI only accesses the public SEC data through the tools provided.

  • 03

    Can I ask for filings from before 1990?

    No. The tools are limited to the digital records available through the current SEC EDGAR system.

  • 04

    Can the AI change data in the SEC database?

    No. These tools are read-only. They can only retrieve information, never modify it.

  • 05

    Will the AI automatically alert me when a new 10-K is filed?

    No. You need to prompt your agent to check for recent filings using the available tools.

  • More questions about SEC EDGAR Filings? The Connector page answers them. See everything the SEC EDGAR Filings Connector can do

Connect U.S. Securities and Exchange Commission (SEC) to Claude, Cursor, ChatGPT & more