Filingapi

io.github.jethrokirk-sudo由 GitHub 账号 jethrokirk-sudo 发布v1.0.0更新于 Oct 25, 2026

SEC filings, earnings transcripts, guidance signals & macro calendar for S&P 500. 11 MCP tools.

已验证Streamable HTTP可网页运行金融数据与分析

概览

AI 生成的概览

远程 MCP 服务器,让助手查询标普 500 公司的 SEC 文件、财报电话会议记录、前瞻指引、财报日期和 AI 情绪信号。

可以做什么
按股票代码获取 SEC 文件列表(含日期和 accession number),并按 accession number 查看单份文件全文。按关键词跨全部文件搜索,可按股票代码和日期范围筛选。提取公司前瞻性指引语句和财报电话会议记录。查询即将到来的财报日期及每股收益和营收预期。浏览 GICS 行业分类,按事件类型筛选列出某行业近期文件,并获取公司的行业、板块和数据覆盖情况。读取基于 8-K 文件生成的看涨、看跌或中性 AI 情绪信号。
适用场景
适合美股公司研究与财务问答:某公司提交了哪些文件、对未来业绩的说法、何时发布财报、哪些公司提到某话题,或近期 8-K 的情绪评分。
运行要求
远程 streamable HTTP 端点;未声明软件包、环境变量或请求头。未声明身份验证,似乎无需账号或 API 密钥。需要能访问该端点的网络。
安装前请注意
情绪信号由 AI 基于 8-K 文件生成,属于未经核实的解读,不应视为投资建议。指引结果被描述为文件中关键词匹配的句子,可能不完整或脱离上下文。覆盖范围限于标普 500 及该服务已索引的数据;依赖前请对照原始文件核实数字。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Filingapi,将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Web executable,通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体,或 SourceWeft 对话中。智能体会读取该服务器的安装指南,先向你展示发布者、端点和登录方式,经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/io.github.jethrokirk-sudo%2Ffilingapi/install.md,并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前,先告诉我它的发布者、端点和登录方式,等我确认。不要把 API 密钥写进命令或我会提交的文件;问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

{
  "mcpServers": {
    "filingapi": {
      "type": "http",
      "url": "https://mcp.filingapi.dev/mcp"
    }
  }
}

工具

10

get_filings

Get SEC filings (8-K, 10-Q, etc.) for a company by ticker symbol. Use this to see what filings are available for a company, with dates and accession numbers. Does not include guidance extraction - use get_guidance for that.

输入参数ticker必填filing_type

get_guidance

Get forward-looking guidance language extracted from a company's SEC filings, by ticker symbol. Use this when asked what a company said about future performance, revenue outlook, margin expectations, or other forward-looking statements. Note: results are keyword-matched sentences from filings and may include both forward guidance and recent reported results - read each sentence carefully to distinguish actual forward guidance from historical figures.

输入参数ticker必填

get_filing_detail

Get the full detail of a single SEC filing by ticker and accession number (the unique SEC filing ID, e.g. '0000320193-26-000011'). Use this after get_filings or get_guidance has identified a specific filing you want to inspect in full.

输入参数ticker必填accession_number必填

search_filings

Search across all SEC filings in the database by keyword, optionally filtered by ticker and date range (YYYY-MM-DD format). Use this for open-ended questions like "which companies mentioned supply chain issues" rather than looking up one known ticker.

输入参数query必填tickerdate_todate_from

get_transcript

Get all available earnings call transcripts for a company by ticker. Returns a list of transcripts (each with fiscal_quarter, fiscal_year, date, and speakers). If asked about a specific quarter, look for it within the returned list rather than expecting a single result - this endpoint does not currently filter server-side. Use this when asked what was said on an earnings call, as opposed to in written SEC filings.

输入参数ticker必填

get_earnings_calendar

Get upcoming earnings announcement dates with EPS and revenue estimates. Defaults to the next 7 days if no dates specified. Use this when asked about upcoming earnings, who reports this week, or when a specific company's next earnings date is.

输入参数tickerdate_todate_from

list_sectors

List all available sectors with the number of tickers in each. Use this when asked about sectors, industries, or to find which sector a type of company falls under. Returns 11 GICS sectors covering the S&P 500.

无需输入参数。

get_sector_filings

Get recent SEC filings for all companies in a given sector. Sector names are case-insensitive, e.g. "Technology", "Energy", "Healthcare". Use list_sectors first if unsure of exact names. Optionally filter by event_type (earnings_release, acquisition, executive_change, restructuring, dividend, guidance_update).

输入参数sector必填event_type

get_company_info

Get sector, industry, and data coverage info for a company. Returns the company's GICS sector and industry classification, plus counts of available filings and transcripts.

输入参数ticker必填

get_signals

Get real-time AI sentiment signals derived from SEC 8-K filings. Each signal includes: ticker, bullish/bearish/neutral classification, confidence score (-100 to 100), a one-line summary, and key factors. Signals are generated by Claude Haiku within minutes of EDGAR publication. Use this when asked which companies have recently filed bullish or bearish 8-Ks, or to screen for sentiment shifts across the S&P 500. Default window is 30 days; set hours=24 for today only.

输入参数hourslimit

版本历史

1
  1. v1.0.0最新Sep 16, 2026

评分

已满足适用检查项的 83%

该评分衡量此收录条目的完整程度,依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价,也不表示服务器安全或当前可用:可连通性是带日期的检查结果,评分也不包含安装量或用户评价。

  • 近 30 天内可连通必需25 分
  • 已声明认证方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 图标10 分
  • 文档15 分

    请声明包含 README 的 GitHub 仓库,或在 OAuth 受保护资源元数据中提供 resource_documentation。

  • 许可证不适用

    托管服务按其提供方的条款使用,因此这里不要求许可证。此检查项不计入百分比。