mcp-edgartools-lite AI Integration

[Tool 1: Find Company Info] Fetches core company information (CIK, official name, industry classification (SIC)) using a ticker (e.g., "AAPL") or CIK (e.g., "320193"). This is often the first step before using other tools.

[Tool 2: Search Recent Filings] Searches for a list of recent company filings (e.g., "10-K", "8-K", "13F"), returning their key metadata: 'accession_no', 'form_type', and 'filing_date'. This tool does NOT return the document content.

[Tool 3: Extract Text Section] (For text-based reports like 10-K, 8-K) Parses a filing's original HTML (found via accession_no) to extract the text content of a specific 'section_keyword'. (Internally uses filing.obj() and .get_section_text()) Args: ticker_or_cik (str): The company ticker (e.g., "AAPL") or CIK. accession_no (str): The accession number obtained from 'search_recent_filings'. section_keyword (str): (Important) The exact English keyword for the desired section. Valid keywords for 10-K/10-Q include: 'business', 'risk_factors', 'management_discussion', 'legal_proceedings' Valid keywords for 8-K include: 'item' (to get the main event text, e.g., "Item 1.01")

[Tool 4: Get Insider Transactions] Fetches a list of insider transactions (Form 4 filings), showing stock purchases or sales by company insiders (e.g., CEO, CFO, Directors) within the last 'days_ago' days.