beatandraise.com SEC Filings

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How to connect

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "beatandraise-com-sec-filings": {
      "type": "http",
      "url": "https://beatandraise.com/mcp"
    }
  }
}

26 tools

• search_filings

  Full-text search across all SEC filing content. Returns matching documents, relevance-ranked, with counts by form type and year (forms, years) and how many distinct companies match (companies_found). With limit 10 or less (the default), each result carries an excerpt: the…

• search_companies

  Search for companies by name or ticker symbol. Returns matching entities with CIK, all known names, and ticker symbols, plus the SEC's SIC industry code and name (sic, sic_description) for companies that have one. Use this to find a company's CIK before using other tools. A…

• get_company

  Look up a company by CIK to get its name(s), ticker(s) and industry. When known, the result also has the SEC's SIC classification: sic (4-digit code, e.g. "6200"), sic_description (e.g. "SECURITY & COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES"), sic_url (a page listing the…

• list_sic_codes

  List the SEC's SIC industry codes, so you know which code to use with list_companies_by_sic. With a query (a word from the industry title: "software", "bank", "oil", "pharmaceutical") you get the matching codes, most companies first, at most 50, each with the code (sic), the…

• list_companies_by_sic

  List the companies in an industry, using the SEC's Standard Industrial Classification (SIC). Pass a SIC code (3-4 digits, e.g. "6200" for securities brokers and exchanges, "3571" for electronic computers, "7372" for prepackaged software) to get its companies: CIK, name, ticker…

• get_filings

  Query SEC filings by form type, date range, CIK and/or 8-K item. Returns deduplicated filing metadata sorted by filing date (newest first). Each filing's content_object lists its documents (filename, doc_type, description, sequence; sequence 1 is the primary document); read any…

• get_filing_detail

  Get full filing metadata including its content_object. content_object lists every document in the filing with filename, doc_type, description, sequence and whether a markdown version exists; read one with get_document(cik, accession_number, filename). Cite beatandraise_base_url…

• get_document

  Fetch a filing document's content from storage. For one section of a 10-K, 10-Q, 8-K or 20-F (MD&A, Risk Factors, Legal Proceedings, Item 2.02…), use get_filing_item instead: it returns just that Item, a fraction of the document, with a link highlighting it. Returns the…

• list_filing_items

  List the Items of a 10-K, 10-Q, 8-K or 20-F: which sections the filing has and where. Each entry gives the item ("1A", "7", "2.02"), its part ("I".."IV"; 10-Q items repeat across Part I and Part II), the SEC's title, the heading as the filer wrote it, its length in characters…

• get_filing_item

  Read one Item of a 10-K, 10-Q, 8-K or 20-F, e.g. Risk Factors or MD&A, instead of the whole document. Much smaller than get_document: a 10-K's Item 1A is typically 5-15% of the filing. The first lines say which item it is and give a highlight_url marking the whole section in…

• list_filing_tables

  List every R*.htm financial table in a filing (10-K, 10-Q, S-1, etc.). Returns one entry per <Report> in the filing's FilingSummary.xml — typically the Cover page, the core financial statements (income, balance sheet, cash flow, comprehensive income, equity), notes, and detail…

• get_holdings

  Get parsed 13F-HR institutional holdings for a filer. Returns individual stock positions with issuer name, CUSIP, FIGI, market value, share count, investment discretion, and voting authority, parsed from the 13F information table XML ("format": "xml"), as filed: one row per…

• get_institutional_holders

  Who holds a company, from 13F filings: how much of each share class institutions hold, and how that changed quarter by quarter. The company-side view of 13F; get_holdings is the manager side (what one institution owns). Use it for questions like: - "What % of AMD do…

• get_insider_transactions

  Get parsed Form 4 insider transactions for a company. Returns insider buy/sell transactions with owner details (name, title, relationship), transaction details (date, code, shares, price), and post-transaction holdings. Data is extracted from the Form 4 XML. Transaction codes…

• get_shares_outstanding

  Get a company's shares outstanding over time, as stated on the cover page of each 10-K, 10-Q, 20-F and 40-F (dei:EntityCommonStockSharesOutstanding). One row per share class and as-of date, oldest first, each with the filing it comes from (source). Counts are as filed and never…

• get_fiscal_calendar

  Get a company's fiscal calendar: every quarter it reported, with its own dates. One row per quarter, oldest first, from the company's 10-K and 10-Q reports in order: period_start is the day after the previous quarter's period end, period_end the report's, fiscal_year and…

• search_private_offerings

  Search Form D filings: private placements and private funds (exempt offerings under Regulation D, Section 4(a)(5) and the Investment Company Act 3(c) exclusions), since 2009. Each result is one filing: issuer (CIK, name, city, state, entity type, year of incorporation)…

• get_private_offering

  Get one Form D filing in full, by accession number (from search_private_offerings). Everything search returns, plus: the issuer's full address, phone and previous names; co-issuers; related persons (executive officers, directors, promoters) with their roles and addresses as…

• get_financial_statements

  Extract structured financial statements from a 10-K or 10-Q filing. Returns balance sheet, income statement, cash flow statement, equity statement, and comprehensive income — each as markdown table content extracted from the filing's XBRL R-files. To use this tool, first find…

• get_financial_history

  A company's financial statements from its last several 10-Ks or 10-Qs, in one call. For trends (revenue, margins, cash flow over years or quarters) instead of calling get_financial_statements filing by filing. Returns each filing, newest first, with its statements as that…

• search_document

  Search within a filing's documents for specific terms. Returns matching lines with context. If filename is omitted, searches every readable document in the filing (the main document and its exhibits, e.g. an 8-K's press release AND its CFO commentary), up to 12 files. A filing…

• verify_quote

  Check that a figure or sentence really appears in a filing document, and get a link that highlights exactly where. Use this before stating any number or quotation from a filing. Analysts need to see the figure in the source; a link to the whole document is not enough. Quote the…

• verify_figure

  Check that a number you are about to state appears in a filing, however it is written. Every number is compared as its digits alone (separators, decimal point, sign, $ and % dropped, zeros trimmed): "416,161", "416.161" and "416,161,000" are all 416161. Your figure must be one…

• list_figures

  List the numbers a filing document actually states, each with its label. Each entry is a number with its label (the table row's label, or the words leading up to it in prose) and its digits with formatting removed, e.g. {"digits": "416161", "text": "416,161", "label": "Total…

• check_citations

  Check every number in a draft against the filing characters it cites, and link them. Write your draft with a citation right after each figure, using the ref that list_figures or verify_figure gave for it: revenue of $68.1 billion…

• get_help

  What the beatandraise.com tools cover, where they stop, and what to use instead. Call it when a tool returned nothing, an error or less than the user needed, or the user asks for something you cannot find a tool for. Put the user's need in their own words in question…

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