SEC filings, structured for Claude.

Financial data from EDGAR, built for your workflow — standardized statements, ratios, peer comps, and filing-over-filing diffs, wired straight into an MCP connector or a plain REST API.

// ask Claude, connected to EdgarStack
"Pull Apple's last 3 years of revenue and margins,
 then flag anything new in their latest 10-K risk factors."

> calling get_financials(ticker: "AAPL", period: "annual")
> calling compute_ratios(ticker: "AAPL")
> calling diff_filing_sections(...)
> done in 1.8s

Thirteen tools, one data source

Everything pulls from SEC EDGAR's public XBRL and full-text search APIs — no scraping, no stale caches longer than they need to be.

lookup_company

Resolve a ticker to its SEC CIK number and registered company name — the starting point for everything else.

get_financials

Standardized line items — revenue, margins, balance sheet, cash flow — across periods, with source XBRL tags and accession numbers.

compute_ratios

Margins, current ratio, debt/equity, ROA, ROE, free cash flow — computed from the data, not eyeballed off a PDF.

peer_compare

One metric across multiple tickers' latest reported period. Instant comp table, no spreadsheet required.

list_recent_filings

Recent 10-K / 10-Q / 8-K filings with accession numbers, ready to feed into the section and diff tools.

get_filing_section

Extract one Item section's text — Risk Factors, MD&A, and more — straight out of a real filing.

diff_filing_sections

Sentence-level diff between the same section in two filings. See exactly what management added or quietly dropped.

full_text_search

Search the actual text inside every SEC filer's filings since 2001 — find who else just mentioned "material weakness."

screen_by_metric

Find companies across ALL SEC filers matching a threshold on one metric for a period — screen the market, don't just check tickers you already know.

get_valuation

P/E, P/S, P/B, EV/Revenue, EV/EBITDA — combines a live price with the latest SEC fundamentals for multiples filings alone can't give you.

build_financial_model

A branded, formula-driven Excel model — Source Data, Assumptions, Historical, Forecast, Dashboard, Audit Flags, optional Valuation tab — generated straight from SEC data, no manual assembly.

get_insider_activity

Officer, director, and 10%-owner trades straight from Form 3/4/5 filings — decoded transaction codes, buy/sell summary, and who's behind each trade.

screen_by_ratio

Rank ALL SEC filers by a computed ratio — margins, ROE/ROA, debt-to-equity, R&D intensity, and more — not just a single raw metric. Screeners are rarely one-dimensional.

Use it your way

The same underlying tools, two surfaces.

MCP connector

Add it as a custom connector in claude.ai, Claude Desktop, or Cowork. Claude calls the tools directly — you just ask questions.

REST API

Plain HTTP under /api/v1, auth via an X-API-Key header — for scripts, dashboards, and anything else that doesn't speak MCP.

Simple pricing

One plan. Everything included. No usage metering.

$10.99/month
7-day free trial, no charge until it ends
  • All 13 tools — MCP connector and REST API
  • Unlimited financials, ratios, and peer comp requests
  • Full-text search across every SEC filer
  • Filing-over-filing language diffs
  • Peer comps across any tickers you choose
  • Automated Excel financial models, on demand
  • Insider (Form 3/4/5) transaction activity
  • Market-wide screening by metric or ratio
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