• DATA
  • BENCHMARK
  • INSIGHT
  • HUMAN

How to compare industry metrics with your AI

Connect your AI to SEC XBRL data to pull specific financial frames across multiple companies. Once connected, you can run sector-wide benchmarks without manual data entry.

Ask AI about this page

Short answer

How can I compare industry metrics using AI?

Your AI uses the SEC XBRL connector to pull specific financial data points, like revenue or net income, for any company in the SEC database. You can then ask your agent to aggregate these values to create sector-wide benchmarks. This allows you to spot outliers and trends across an entire industry.

The results of your analysis

Where your data lands

The AI handles the data extraction so you can focus on the comparison.

DATA

Standardized data pulls

The AI uses the connector to grab specific XBRL frames. You get clean, comparable financial figures instead of messy PDF scrapes.

BENCHMARK

Sector-wide comparisons

Your agent aggregates data from multiple tickers. You can see how one company's margins stack up against the industry average.

INSIGHT

Trend identification

The AI identifies shifts in financial metrics over time or across peers. It highlights the specific numbers driving these changes.

HUMAN

Final validation

You review the aggregated totals and the specific frames used. The AI provides the raw data points so you can verify the math.

The workflow

What your AI does when the data is requested.

The AI moves from identifying the right data points to building your comparison.

  1. Identify data frames

    Your agent looks up the specific XBRL tags needed for your requested metric, such as total assets or operating income.

    get_xbrl_frames

  2. Fetch company data

    The AI pulls the exact values for those frames from the SEC filings of the companies you specify.

    get_xbrl_frames

  3. Aggregate metrics

    Your agent calculates averages, medians, or totals across the group of companies you are benchmarking.

    get_xbrl_frames

  4. Format results

    The AI presents the comparison in a clean table or list that you can use for your report.

    get_xbrl_frames

Try it

Copy these to start.

Use these prompts once you have connected the SEC XBRL connector.

Starting points

Swap out the company tickers and the specific financial metrics to match your research.

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

  • Compare the revenue for AAPL, MSFT, and GOOGL using their latest filings.

  • Find the net income for all major semiconductor companies and tell me which one has the highest margin.

  • Get the total debt figures for Ford and GM to compare their leverage.

  • List the operating expenses for the top five retail companies in the S&P 500.

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

Start here

Connect SEC XBRL once, then ask.

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

Connect SEC XBRL to your AI

FAQ

How this task behaves

  • 01

    Can the AI pull data from non-SEC filings?

    No. This connector only accesses data provided through SEC XBRL filings.

  • 02

    Can the AI change the actual financial data in the SEC database?

    No. The AI can only read and aggregate the data. It has no ability to modify or delete any filings.

  • 03

    Does the AI perform the math itself?

    Yes. The AI reads the raw values and performs the arithmetic to provide averages, totals, or percentage changes.

  • 04

    Can I ask for metrics that aren't in the XBRL frames?

    No. If a specific financial metric is not tagged in the XBRL data, the AI cannot retrieve it.

  • 05

    Who is responsible for the final numbers in my report?

    You are. While the AI pulls and aggregates the data, you should always verify the output against the source filings.

  • 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