• DATA
  • MODELS
  • AUDIT
  • HUMAN

How to populate financial models with your AI

Connect your AI to SEC XBRL data to pull specific line items into your models. Once connected, your agent handles the data extraction while you focus on the analysis.

Ask AI about this page

Short answer

How can I use AI to fill my financial models?

Your AI client uses the SEC XBRL Connector to fetch specific financial facts directly from SEC filings. This replaces manual searching and typing with direct data pulls into your existing workflows. You get precise line items for any company without the copy-paste errors.

The outcomes.

Where your data lands.

This is what happens once your agent starts pulling XBRL data.

DATA

Clean XBRL facts

The AI pulls exact values for specific concepts like revenue or net income. You get the raw numbers straight from the source filings.

MODELS

Populated spreadsheets

Your agent maps the retrieved facts to your specific model structure. This keeps your sheets updated without manual entry.

AUDIT

Verified data points

Every number comes with the context of the specific SEC concept used. You can trace every value back to the original filing.

HUMAN

Review and adjust

You check the pulled data against your model's logic. The AI provides the numbers, but you make the final calls on how they fit your analysis.

The workflow

What your AI does when the data request arrives.

The AI handles the heavy lifting of navigating SEC filings and extracting the numbers you need.

  1. Identify the concept

    The agent finds the correct XBRL concept identifier for the financial metric you want to track.

    get_company_concept

  2. Fetch the facts

    The AI pulls the specific values and timestamps for that concept from the company's filings.

    get_company_facts

  3. Map to your model

    Your agent organizes the retrieved facts to match the structure of your financial spreadsheet.

    get_company_facts

  4. Validate the pull

    The AI confirms the data matches the requested company and period before presenting it to you.

    get_company_concept

Try it

Copy these to start.

Use these prompts to begin pulling data immediately.

Starting points

Replace the company names and specific metrics with the ones you are actually modeling.

SEC EDGAR Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_cLng9A0W6ltfBxMgVVobNLbFRjl9lTzK9evhJdEW/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 — SEC EDGAR capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "sec-xbrl-financial-reporting-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_cLng9A0W6ltfBxMgVVobNLbFRjl9lTzK9evhJdEW/mcp"
    }
  }
}
Copy into chat04

  • Get the revenue facts for Apple Inc. for the last four quarters.

  • Find the net income concept for Microsoft and pull the most recent value.

  • Pull the total assets for Tesla from their latest 10-K filing.

  • List the specific XBRL concepts available for analyzing NVIDIA's cash flow.

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

Start here

Connect SEC XBRL once, then ask.

You only need to connect the MCP once. Your credentials stay encrypted, and you can immediately start asking your AI for data.

Connect SEC XBRL to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change the data in my original SEC filings?

    No. The AI only reads data from the SEC. It cannot modify any official filings or external documents.

  • 02

    Does the AI automatically update my Excel files?

    No. The AI pulls the data and presents it to you. You decide when and how to commit those values to your spreadsheet.

  • 03

    Can I pull data for any company?

    Yes, as long as the company files reports with the SEC and uses XBRL tagging.

  • 04

    What happens if the AI finds multiple values for one concept?

    The AI will show you the available facts, including the period they belong to, so you can pick the right one.

  • 05

    Can the AI perform complex ratio analysis on its own?

    The AI can pull the raw numbers needed for the ratios, but you are responsible for the final mathematical formulas in your model.

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

Connect SEC EDGAR to Claude, Cursor, ChatGPT & more