• DATA
  • TIME
  • SOURCE
  • HUMAN

How to extract financial metrics with your AI

Connect your agent to the SEC EDGAR database once. After that, you can query specific financial data points for any public company.

Ask AI about this page

Short answer

How can I pull US-GAAP metrics using my AI?

Your agent uses XBRL data to find specific line items like net income or total revenue for any public company. It maps these values across multiple years to build the datasets you need. You'll get precise, standardized financial figures.

Data outcomes

What your agent produces

The agent pulls raw data from SEC filings and organizes it for you.

DATA

Standardized line items

The AI pulls specific US-GAAP metrics. You get clean revenue, net income, and expense figures.

TIME

Multi-year series

The agent gathers data across multiple filing periods. This builds the historical context you need for trend analysis.

SOURCE

Direct XBRL access

The agent pulls directly from the SEC. You get the exact values reported in official filings.

HUMAN

Manual verification

The AI presents the extracted values. You decide which metrics are relevant and verify the numbers before using them.

The workflow

What your AI does when the request arrives.

The agent follows a logical path from a ticker symbol to a specific financial value.

  1. Identify the company

    The agent starts by resolving a company name or symbol into a valid SEC identifier.

    lookup_ticker

  2. Fetch company data

    It pulls the full set of available facts and XBRL tags for that specific entity.

    get_all_company_facts

  3. Isolate specific metrics

    The agent targets the exact US-GAAP line item you asked for, such as operating cash flow.

    get_financial_metric

  4. Format the results

    The agent organizes the requested values into a readable list for your review.

    get_financial_metric

Try it

Copy these to start.

Use these prompts to begin your analysis.

Starting points

Swap out the company names and specific metrics for the ones you actually need.

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_WNZUH9p6UpABLMwagqH90YF5j0SIGZRzK0fN8lHI/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-full-the-ultimate-free-bloomberg-alternative-for-ai-agents-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_WNZUH9p6UpABLMwagqH90YF5j0SIGZRzK0fN8lHI/mcp"
    }
  }
}
Copy into chat04

  • Get the annual revenue and net income for Apple over the last five years.

  • Find the total assets and total liabilities for Microsoft using its ticker.

  • What was the research and development expense for Tesla in its most recent filing?

  • List all available financial facts for NVIDIA to see what metrics I can pull.

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Start here

Connect SEC EDGAR Full once, then ask.

One connection gives your agent access to the entire SEC database. Your credentials stay encrypted and secure.

Connect SEC EDGAR Full to your AI

FAQ

How this task behaves

  • 01

    Can the AI change the data in the SEC filings?

    No. The agent only reads data from the SEC EDGAR database. It cannot modify or write to official filings.

  • 02

    Does the AI handle non-US companies?

    No. This connector is specifically designed to pull US-GAAP data from SEC filings for companies registered in the US.

  • 03

    Can I get data for a company if I only have the name?

    Yes. The agent uses the ticker lookup tool to find the correct identifier even if you only provide a company name.

  • 04

    Will the AI perform the actual financial modeling?

    No. The agent extracts the raw metrics. You are responsible for performing the actual modeling or complex calculations.

  • 05

    Can I pull data for specific quarters?

    Yes. The agent can retrieve specific metrics for different filing periods provided by the XBRL data.

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

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