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[FREE — no API key] SEC EDGAR -- structured XBRL company financial facts, SEC filings (10-K, 10-Q, 8-K), full-text filing search, and CIK/ticker resolution from the SEC directly
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Baseado na classificação ocupacional SOC
CFA Chief Analyst skill: institutional-grade coordinator for financial analysis. Decomposes prompts, delegates to 8 CFA specialist agents (equity, credit, fixed-income, derivatives, quant-risk, macro, private-markets, esg-regulatory) via delegate_to_<id> virtual tools, and aggregates their outputs into audit-traceable memos.
CFA Credit Analyst skill: institutional credit analysis covering credit metrics, synthetic ratings, debt capacity sizing, covenant compliance, Altman Z-score distress screening, credit scoring, credit derivatives (CDS, CVA), and credit portfolio analytics.
CFA Derivatives Analyst skill: option pricing, implied volatility, forwards/futures, swaps, option strategies, volatility surface construction, SABR calibration, convertible bonds, structured products, real options, and Monte Carlo simulation.
CFA Equity Analyst skill: institutional equity research covering DCF valuation, WACC, trading comps, SOTP, target price, multistage DDM, H-Model DDM, payout sustainability, TSR, earnings quality (Beneish, Piotroski, accrual/revenue quality), three-statement modelling, Monte Carlo DCF, and financial forensics.
CFA ESG and Regulatory Analyst skill: ESG scoring, carbon markets, regulatory capital (Basel III), compliance reporting (MiFID II, GIPS), AML/KYC, FATCA/CRS, economic substance, fund structuring, transfer pricing, tax treaty optimisation, and regulatory reporting (AIFMD, Form PF).
CFA Fixed Income Analyst skill: bond pricing, yield curve construction, duration/convexity, credit spreads, interest rate models, TIPS, repo financing, mortgage analytics, municipal bonds, and sovereign debt analysis.
| name | data-edgar |
| description | [FREE — no API key] SEC EDGAR -- structured XBRL company financial facts, SEC filings (10-K, 10-Q, 8-K), full-text filing search, and CIK/ticker resolution from the SEC directly |
You have access to 20 EDGAR MCP tools for retrieving structured financial data, SEC filings, and company identifiers directly from the SEC. No API key needed -- uses a User-Agent header for identification.
| MCP Tool | Description |
|---|---|
edgar_company_facts | Get ALL XBRL facts for a company by CIK -- every financial concept across all filings. Comprehensive structured financial data. |
edgar_company_concept | Get a single XBRL concept for one company over time (e.g., Revenue history for AAPL). Ideal for time-series of a specific metric. |
edgar_frames | Cross-sectional XBRL frame: one concept across ALL companies for a single period. Great for peer comparison and screening. |
edgar_concept | Aggregated data for a single XBRL concept across all companies for a year (alias for frames with USD unit). |
edgar_xbrl_tags | List available XBRL tags/concepts for a company within a taxonomy. Discover what a company reports before querying. |
| MCP Tool | Description |
|---|---|
edgar_submissions | Full submission history for a company: metadata (name, SIC, tickers, exchanges) plus all recent filings. |
edgar_filings | Get filings filtered by form type (10-K, 10-Q, 8-K, etc.). Returns dates, accession numbers, document links. |
edgar_filing_by_accession | Get a specific filing by CIK and accession number. Returns the filing index with all documents. |
edgar_recent_filings | Get the most recent N filings for a company regardless of form type. |
edgar_company_tickers | Complete SEC ticker-to-CIK mapping for all companies. |
edgar_cik_lookup | Look up a CIK number from a ticker symbol. |
| MCP Tool | Description |
|---|---|
edgar_full_text_search | Search across all SEC filings by keyword. Filter by form type and date range. Returns matching filings with excerpts. |
edgar_efts_search | Advanced full-text search with exact phrase matching, date ranges, and form type filtering. |
edgar_document_content | Fetch the raw content of a specific SEC filing document by URL. |
| MCP Tool | Description |
|---|---|
edgar_cik_from_ticker | Resolve a stock ticker to its SEC CIK number. Essential for using other EDGAR tools. |
edgar_ticker_from_cik | Reverse lookup: CIK to ticker symbol. |
edgar_company_search | Search for SEC-registered companies by name with partial matching. |
edgar_sic_lookup | Find companies by SIC (Standard Industrial Classification) code. |
edgar_mutual_fund_search | Search for mutual funds by name or ticker in SEC filings. |
edgar_series_search | Search for investment company series and classes (mutual funds, ETFs). |
| Taxonomy | Concept | Description |
|---|---|---|
us-gaap | Revenues | Total revenue |
us-gaap | NetIncomeLoss | Net income |
us-gaap | Assets | Total assets |
us-gaap | EarningsPerShareBasic | Basic EPS |
us-gaap | OperatingIncomeLoss | Operating income |
us-gaap | LongTermDebt | Long-term debt |
edgar_cik_from_ticker to resolve tickers first.0000320193 for Apple).edgar_company_facts) returns a large payload with all financial data -- use edgar_company_concept for targeted queries.edgar_frames is uniquely powerful for screening: get one metric for every public company in one call.