Extract a section from an SEC filing

What it does

Fetch a 10-K or 10-Q and extract one Item section's text (e.g. itemNumber '1A' for Risk Factors, '7' for MD&A in a 10-K, '2' for MD&A in a 10-Q). Use list_recent_filings first to get the accessionNumber and primaryDocument. If what the user asked for doesn't map cleanly to one Item — e.g. "the financial section" could mean Item 7 (Management's Discussion and Analysis of Financial Condition and Results of Operations, i.e. MD&A — management's narrative) or Item 8 (Financial Statements and Supplementary Data, i.e. the actual audited statements) in a 10-K — ask which they mean, naming both Item numbers AND their official headings, instead of picking one silently; pulling the wrong section wastes the call and can read as if it answered the question when it didn't. The extractor anchors on line-level Item headings and returns a qualityWarning for unusually short sections; it is still heuristic, so check the linked SEC filing when the passage matters.

The requested section text with filing identifiers and a quality warning when extraction appears unusually short.

Who it helps

Researchers who need the source text for a particular filing section, such as Risk Factors or MD&A.

Inputs

Input names and constraints below come from the registered MCP tool schema.

Input	What it controls
ticker required	ZodString
accessionNumber required	From list_recent_filings, e.g. 0000320193-24-000123
primaryDocument required	From list_recent_filings, e.g. aapl-20240928.htm
formType required	ZodEnum Allowed: 10-K, 10-Q.
itemNumber required	e.g. '1A', '7', '2'

Example request

First list Apple's latest 10-K, then extract Item 1A (Risk Factors) from the returned filing.

{
  "ticker": "AAPL",
  "accessionNumber": "<accessionNumber from list_recent_filings>",
  "primaryDocument": "<primaryDocument from list_recent_filings>",
  "formType": "10-K",
  "itemNumber": "1A"
}

What to expect

The requested section text with filing identifiers and a quality warning when extraction appears unusually short.

Important limits

Section extraction uses heading heuristics and can miss unusual filing layouts. For a 10-K, Item 7 is MD&A while Item 8 contains financial statements; select the intended Item explicitly and verify the source filing.

Data sources and verification

EdgarStack uses SEC EDGAR filings and, for applicable tools, SEC XBRL company-facts data. Coverage depends on the issuer, filing, taxonomy tags, and tool inputs. Follow the source filing references and verify material facts against the official filing.

get_filing_section