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Monitoring and workflow · MCP tool

manage_watchlist

Lists, adds, or removes companies in a subscriber's watchlist of up to ten issuers, or checks it immediately. Scheduled checks can send a filing digest when new supported filings arrive.

Subscribers who want to monitor future 10-K, 10-Q, and 8-K filings for selected companies.

What it does

List, add or remove companies on the customer's filing watchlist (up to 10), or check it now. EdgarStack checks every weekday morning and emails a digest when a watched company files a new 10-K, 10-Q or 8-K: a link to each filing, what an 8-K is about, and for 10-K/10-Q which sentences changed in Risk Factors / MD&A versus the previous filing. "check" runs that check immediately and emails the digest if anything is new. Adding a company starts tracking from its current filings, so the first alert comes with its next filing.

The current watchlist or check status; an immediate check reports whether alerts were sent and which channels were used.

Who it helps

Subscribers who want to monitor future 10-K, 10-Q, and 8-K filings for selected companies.

Inputs

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

InputWhat it controls
action requiredZodEnum Allowed: list, add, remove, check.
ticker requiredRequired for add and remove

Example request

Add Apple to my filing watchlist, then show the companies I am tracking.

{
  "action": "add",
  "ticker": "AAPL"
}

What to expect

The current watchlist or check status; an immediate check reports whether alerts were sent and which channels were used.

Important limits

Requires a subscriber API key tied to an account; demo keys do not have a watchlist. Adding starts tracking from current filings, so the first alert is for a later filing. The check action can send email and is not read-only.

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.

Related tools

Related guide

What is the difference between SEC Forms 10-K, 10-Q, and 8-K?