FiledProof

com.davisvillelabs.filedproof由 filedproof.davisvillelabs.com 發布官方發布者v0.9.0更新於 Oct 24, 2026

Primary-source SEC filing intelligence and financial/disclosure reconciliation for AI agents.

已驗證Streamable HTTP可網頁執行金融知識與記憶資料與分析

概覽

AI 產生的概覽

讓助理研究 SEC 申報文件:解析發行主體、列出與檢索申報、比較揭露、驗證主張並核對財務數據。

可以做什麼
FiledProof 是供一手 SEC 申報文件研究使用的遠端伺服器。工具可將股票代號、CIK 或公司名稱解析為單一發行主體,列出申報文件,附出處檢索申報段落,建立證據包與時間軸,並比較兩份申報中新增或移除的揭露段落。它也提供主張驗證、持久化揭露沿革與跨公司揭露矩陣,以及針對營收、淨利或營業現金流的財務數據預檢與核對。
適用情境
當助理需要根據官方 SEC 申報文件提供有證據支撐的上市公司答案時使用:查看兩份申報之間的變化、追蹤某項揭露主題的歷史演變、比較多家公司,或檢驗某一具體事實主張。適合需要來源連結與涵蓋範圍說明、而非開放式網路搜尋的研究流程。
執行需求
使用供應商主機上的遠端串流 HTTP 端點;未宣告本機套件、環境變數或請求標頭。清單未宣告身分驗證,但供應商可能要求自行設定。需要能存取該端點的網路。
安裝前請注意
多項工具在執行階段商務功能啟用時被描述為付費專業操作,包括 check_material_filing_changes 為 0.10 美元,check_disclosure_changes 與 reconcile_financial_fact 各為 1.00 美元;preflight_financial_fact 被描述為免費資格檢查。使用前請確認價格與計費方式。工具回傳附來源連結與涵蓋範圍說明的證據,結果應對照所引用的申報文件核實。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 FiledProof,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/com.davisvillelabs.filedproof%2Ffiledproof/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "mcpServers": {
    "filedproof": {
      "type": "http",
      "url": "https://filedproof.davisvillelabs.com/mcp"
    }
  }
}

工具

13

filedproof.resolve_issuer

Resolve public company issuer

Resolve a ticker, CIK, or exact company name to one SEC issuer. Use this first when issuer identity is uncertain or before passing a CIK or accession into another FiledProof tool. Do not use it to list filings or search disclosure text; use filedproof.list_filings or filedproof.search_evidence after identity is resolved.

輸入參數identifier必填

filedproof.list_filings

List SEC filings

List recent or bounded historical SEC filings with canonical source metadata and explicit coverage limits. Use this when you need form, filing-date, or accession inventory, when choosing an exact pair for filedproof.compare_filings, or when confirming coverage before filedproof.check_disclosure_changes. For passage-level research, use filedproof.search_evidence instead.

輸入參數formslimithistoryidentifier必填

filedproof.search_evidence

Search filing evidence

Find relevant primary-source passages across a bounded set of SEC filings. Use this for open-ended filing research when you want evidence records with provenance but do not need a claim verdict or a curated answer bundle. Use filedproof.verify_claim for one explicit factual proposition, filedproof.build_evidence_pack for a compact answer-ready bundle, or filedproof.build_timeline when chronology is the main objective. Relevance is not a truth verdict.

輸入參數q必填itemformslimitfilingshistorysectionidentifier必填

filedproof.build_evidence_pack

Build answer-ready evidence pack

Package the strongest relevant SEC evidence for an upstream AI agent, preserving source URLs, locators, search scope, coverage, and explicit non-inference rules. Use this when the research question is already known and the caller wants a compact evidence bundle ready for downstream reasoning. Use filedproof.search_evidence for broader retrieval, filedproof.verify_claim for an explicit support-or-contradiction verdict, or filedproof.build_timeline for chronological organization.

輸入參數q必填itemformslimitfilingshistorysectionidentifier必填

filedproof.build_timeline

Build disclosure evidence timeline

Organize topic-relevant filing evidence chronologically across a bounded set of SEC filings. Use this when sequence over time is the primary need. Use filedproof.build_disclosure_lineage when you need persisted same-form evolution and reusable transition state, filedproof.compare_filings for exactly two known accessions, or filedproof.check_disclosure_changes for prioritized monitoring of newly filed changes. The timeline does not invent semantic change or materiality.

輸入參數q必填itemformslimitfilingshistorysectionidentifier必填

filedproof.verify_claim

Verify a claim against SEC filings

Conservatively assess one explicit factual claim against official SEC filing evidence and return support, contradiction, mixed, partial, or insufficient-evidence stance signals. Use this when the caller already has a proposition to test. Use filedproof.search_evidence for open-ended research, filedproof.reconcile_financial_fact for one supported standalone-quarter revenue, net-income, or operating-cash-flow value, or filedproof.check_disclosure_changes for new disclosure-change monitoring. A filing establishes what the company reported, not independent real-world truth.

輸入參數itemclaim必填formslimitfilingshistorysectionidentifier必填

filedproof.build_disclosure_lineage

Build historical disclosure lineage

Build or reuse a persisted disclosure history for one issuer and topic, with deterministic per-filing fingerprints and same-form transition edges backed by exact SEC evidence. Use this when historical evolution or repeat reuse matters. Use filedproof.compare_filings for a one-off exact filing pair, filedproof.build_timeline for simple chronology without reusable transition state, or filedproof.build_disclosure_matrix when the objective is comparison across multiple companies. Structural change is not a materiality judgment.

輸入參數itemformslimittopic必填filingshistorysectionidentifier必填comparisonLimitfingerprintLimit

filedproof.build_disclosure_matrix

Build cross-company disclosure matrix

Align one disclosure topic across two to six public companies using each company's source-backed historical disclosure lineage. Use this when cross-company comparison is the objective and the caller needs current evidence plus latest same-form transition evidence on a common basis without independently retrieving, parsing, aligning, and re-comparing every filing history. Use filedproof.build_disclosure_lineage for one issuer, not this tool; use filedproof.check_disclosure_changes when monitoring newly filed changes for one issuer. The matrix is an evidence substrate, not a ranking or materiality judgment.

輸入參數itemformslimittopic必填filingshistorysectionidentifiers必填comparisonLimitmaxArchiveFilesfingerprintLimitcurrentEvidenceLimit另有 1 個

filedproof.check_material_filing_changes

Check meaningful changes between SEC filings

Configured 0.10 USD fast specialist operation when runtime commerce is active. Compare two same-form 10-K or 10-Q filings and return source-grounded meaningful changes, explainable decision-relevance triage, low-signal/no-change sections, confidence, limitations, and routing guidance when deeper disclosure verification is warranted. Supply both accessions for an exact pair, or omit both and choose form so FiledProof deterministically selects the latest comparable pair. This is not a legal materiality or investment-significance determination.

輸入參數formitemfocuslimithistoryidentifier必填laterAccessionearlierAccession

filedproof.check_disclosure_changes

Prioritize new SEC disclosure changes

Configured 1.00 USD specialist operation when runtime commerce is active. Use this for one issuer when the caller needs changes in newly filed disclosures prioritized against the prior filing of the same form, with compact before/after evidence from SEC filings and retry-safe checkpoint state. Supply a freeform topic, or profile=financial_risk for the bounded liquidity, debt, dilution/equity-issuance, and changed-risk report. The report separates documented filing changes from deterministic category/attention interpretation. Use filedproof.check_material_filing_changes for a fast low-cost same-form 10-K or 10-Q comparison, filedproof.compare_filings for a free raw structural diff between known accessions, or filedproof.list_filings first when coverage is uncertain. Attention is not a legal, accounting, economic, or investment materiality judgment, and pre-payment validation rejects invalid or non-comparable work before a charge.

輸入參數itemformslimittopichistoryprofileidentifier必填maxNewFilingssinceAccessioncomparisonLimitmaxArchiveFiles

filedproof.compare_filings

Compare two SEC filings

Compare two known filings from the same issuer and return source-backed added and removed disclosure blocks. Use this low-level operation when you already know the exact left and right accessions and only need a structural diff. Use filedproof.build_disclosure_lineage for multi-filing historical evolution, filedproof.build_timeline for topical chronology, or filedproof.check_disclosure_changes when you need prioritized new-change triage and recurring checkpoint semantics. Structural change is not semantic interpretation or a materiality judgment.

輸入參數itemleft必填limitright必填identifier必填

filedproof.preflight_financial_fact

Check financial fact applicability

Free eligibility check for filedproof.reconcile_financial_fact. Use this before the $1 specialist operation when issuer identity, filing selection, supported metric, fiscal-period dates, annual-versus-quarter context, required SEC Company Facts contexts, or an optional SEC-filed 8-K earnings-release number comparison may be uncertain. It validates applicability without revealing the filing value, comparison source value, later revision values, evidence, or arithmetic. For general filing lookup or narrative research, use filedproof.resolve_issuer, filedproof.list_filings, or filedproof.search_evidence instead.

輸入參數cikmetric必填as_of_dateidentifierperiod_end必填period_typeperiod_start必填anchor_accessioncomparison_valuecomparison_exhibitcomparison_accessioninclude_subsequent_revisions

filedproof.reconcile_financial_fact

Reconcile one SEC financial fact

$1.00 USD specialist operation when commerce is active. Use this for one supported quarterly or fiscal-year revenue, net income, or operating cash flow fact. Optionally provide comparison_accession plus comparison_value to verify that number against an SEC-filed 8-K earnings-release exhibit and assess GAAP/non-GAAP, period, currency, and scope comparability. Arithmetic bridges are returned only when visible source rows reproduce exactly; otherwise the reason remains unresolved. Use filedproof.preflight_financial_fact first when eligibility is uncertain, filedproof.verify_claim for a narrative factual proposition, or filedproof.search_evidence for general filing research. Unsupported or ambiguous requests abstain before payment.

輸入參數cikmetric必填as_of_dateidentifierperiod_end必填period_typeperiod_start必填anchor_accessioncomparison_valuecomparison_exhibitcomparison_accessioninclude_subsequent_revisions

版本歷史

1
  1. v0.9.0最新Sep 16, 2026

評分

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