• DATA
  • ANALYSIS
  • REPORTING
  • HUMAN

How to query specific US-GAAP data with your AI

Connect your AI to the SEC EDGAR database to pull structured financial facts from official filings.

Ask AI about this page

Short answer

How can I get specific US-GAAP line items using my AI?

Your AI pulls structured data like revenue, net income, and EPS directly from SEC filings. You get precise, machine-readable facts instead of digging through messy text documents. This allows for immediate comparison and calculation.

The results you get

Where your data lands

The AI turns raw SEC filings into structured data points you can actually use.

DATA

Structured financial facts

The AI pulls specific line items like total assets or operating income. You get clean numbers ready for your models.

ANALYSIS

Instant industry comparisons

Compare a company's EPS or revenue against industry benchmarks. Your AI handles the heavy lifting of finding the right metrics.

REPORTING

Automated data extraction

Instead of reading through 10-Ks, your AI extracts the exact GAAP figures you need. It turns long documents into usable datasets.

HUMAN

Expert verification

You review the extracted figures against the original filing. The AI provides the data, but you make the final call on the analysis.

The workflow

What your AI does when a query arrives.

The AI acts as a bridge between your chat interface and the SEC EDGAR database.

  1. Identify the company

    The AI locates the correct entity and its recent filings within the SEC database.

    get_all_company_facts

  2. Extract specific metrics

    The AI targets the exact US-GAAP line item you asked for, such as net income or total liabilities.

    get_financial_metric

  3. Structure the data

    The AI organizes the retrieved numbers into a format that makes sense for your specific question.

    get_all_company_facts

  4. Present the answer

    Your AI delivers the final figures or comparison tables directly in your chat window.

    get_financial_metric

Try it

Copy these to start.

Use these prompts to begin your financial research.

Starting points

Swap out the company names and specific metrics with the ones you are researching.

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_2h2NgYUbwlMmbq7EatEwPKwrMgOgduayGu5PZADP/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-financials-revenue-income-assets-eps-industry-comparison-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_2h2NgYUbwlMmbq7EatEwPKwrMgOgduayGu5PZADP/mcp"
    }
  }
}
Copy into chat04

  • Get the total revenue and net income for Apple from their latest 10-K filing.

  • Compare the EPS of Microsoft against its primary competitors for the last fiscal year.

  • List all major asset line items for Tesla from their most recent SEC filing.

  • What was the operating margin for NVIDIA in the last quarter?

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

Start here

Connect SEC EDGAR Financials once, then ask.

One click connects this MCP to your AI client. Your credentials stay encrypted, and you can start querying SEC data immediately.

Connect SEC EDGAR Financials to your AI

FAQ

How this task behaves

  • 01

    Can the AI change the data in the SEC filings?

    No. The AI only reads and extracts data from the official filings. It cannot modify any SEC records.

  • 02

    Does the AI perform the final financial audit?

    No. The AI extracts the facts, but you are responsible for verifying the data and performing the actual audit or professional analysis.

  • 03

    Can I get non-GAAP metrics?

    The tool is specifically designed to pull US-GAAP structured data from SEC filings.

  • 04

    Does this work with any AI client?

    Yes, it works with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • 05

    Can the AI pull data from private companies?

    No. This MCP only accesses data from companies that file with the SEC.

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

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