get-filings

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UpdatedMay 12, 2026 at 09:26

Retrieve the filing history of a known company — every document the company has filed with its national registry, with filing_date, category, description, and a document_id you can pass to read the specific filing's content. Use when the user asks 'what did X file', 'list X's filings', 'recent filings for X', 'has X filed accounts this year', 'history of changes at X', or 'is there a charge / officer / resolution filing for X'. Returns metadata only; the actual filing bytes come from a follow-up fetch_document call. Requires a known company_id.

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sophymarine

sophymarine/openregistry

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Financial and Investment AnalystsBusiness and Financial Operations Occupations·SOC 13-2051

SKILL.md

readonly

name	get-filings
description	Retrieve the filing history of a known company — every document the company has filed with its national registry, with filing_date, category, description, and a document_id you can pass to read the specific filing's content. Use when the user asks 'what did X file', 'list X's filings', 'recent filings for X', 'has X filed accounts this year', 'history of changes at X', or 'is there a charge / officer / resolution filing for X'. Returns metadata only; the actual filing bytes come from a follow-up fetch_document call. Requires a known company_id.
license	Apache-2.0
compatibility	Requires the OpenRegistry MCP server (https://openregistry.sophymarine.com/mcp)
metadata	{"categories":"Compliance, Research, Business","version":"1.0","author":"sophymarine"}

Get Filings

List a company's filings. Metadata only; no document bytes fetched.

When to use

"What did Tesla Limited file last year?"
"Has Acme filed annual accounts since 2022?"
"List all officer-change filings for company X."
"Has X filed anything in the last 30 days?"

When NOT to use

User wants to extract financial numbers (revenue, profit, etc.) → get-financials (one-shot)
User wants directors / shareholders → those have dedicated skills

Example

List the last 10 filings for Tesla Limited (GB 03058989).
List Acme's charge-category filings only.
Has Microsoft Ltd filed any officer changes in the last 90 days?

Workflow

1. If user only gave a name, run find-company first.

2. list_filings({ jurisdiction, company_id, category, limit })
     - category (optional): 'accounts', 'annual-return', 'charges', 'officers',
       'capital', 'insolvency', 'resolution', 'confirmation-statement', or the
       registry's native form code (e.g. AP01, MR01, SH01)
     - limit default 25; max 1000
     - cursor (GB) or offset (IE) for paging beyond one page

3. Optional client-side date filter: keep filings where filing_date >= now - N days.

4. REPORT (newest first):
     filing_date | category | description | document_id | has_document

5. If the user wants the CONTENTS of a specific filing afterwards, follow up with:
     fetch_document({ jurisdiction, document_id })
     (or get-financials if it's the latest accounts and the user wants the numbers extracted)

Edge cases

has_document: false: the registry indexes the filing but the body is paywalled or unavailable. Surface explicitly.
Pagination styles differ: GB uses opaque cursor (next_cursor); IE uses numeric offset.
Native form codes: many jurisdictions use raw form codes (AP01 = appointment, MR01 = mortgage, SH01 = share allotment). Passing them as category works.
501: not all jurisdictions publish a filing index — report the gap honestly.
Silence is also a signal: a normally-active company with zero filings in 18+ months is a yellow flag — surface it proactively when the user is building a watchlist.

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name	get-filings
description	Retrieve the filing history of a known company — every document the company has filed with its national registry, with filing_date, category, description, and a document_id you can pass to read the specific filing's content. Use when the user asks 'what did X file', 'list X's filings', 'recent filings for X', 'has X filed accounts this year', 'history of changes at X', or 'is there a charge / officer / resolution filing for X'. Returns metadata only; the actual filing bytes come from a follow-up fetch_document call. Requires a known company_id.
license	Apache-2.0
compatibility	Requires the OpenRegistry MCP server (https://openregistry.sophymarine.com/mcp)
metadata	{"categories":"Compliance, Research, Business","version":"1.0","author":"sophymarine"}

Get Filings

List a company's filings. Metadata only; no document bytes fetched.

When to use

"What did Tesla Limited file last year?"
"Has Acme filed annual accounts since 2022?"
"List all officer-change filings for company X."
"Has X filed anything in the last 30 days?"

When NOT to use

User wants to extract financial numbers (revenue, profit, etc.) → get-financials (one-shot)
User wants directors / shareholders → those have dedicated skills

Example

List the last 10 filings for Tesla Limited (GB 03058989).
List Acme's charge-category filings only.
Has Microsoft Ltd filed any officer changes in the last 90 days?

Workflow

1. If user only gave a name, run find-company first.

2. list_filings({ jurisdiction, company_id, category, limit })
     - category (optional): 'accounts', 'annual-return', 'charges', 'officers',
       'capital', 'insolvency', 'resolution', 'confirmation-statement', or the
       registry's native form code (e.g. AP01, MR01, SH01)
     - limit default 25; max 1000
     - cursor (GB) or offset (IE) for paging beyond one page

3. Optional client-side date filter: keep filings where filing_date >= now - N days.

4. REPORT (newest first):
     filing_date | category | description | document_id | has_document

5. If the user wants the CONTENTS of a specific filing afterwards, follow up with:
     fetch_document({ jurisdiction, document_id })
     (or get-financials if it's the latest accounts and the user wants the numbers extracted)

Edge cases

has_document: false: the registry indexes the filing but the body is paywalled or unavailable. Surface explicitly.
Pagination styles differ: GB uses opaque cursor (next_cursor); IE uses numeric offset.
Native form codes: many jurisdictions use raw form codes (AP01 = appointment, MR01 = mortgage, SH01 = share allotment). Passing them as category works.
501: not all jurisdictions publish a filing index — report the gap honestly.
Silence is also a signal: a normally-active company with zero filings in 18+ months is a yellow flag — surface it proactively when the user is building a watchlist.