Filingapi

io.github.jethrokirk-sudo由 GitHub 帳號 jethrokirk-sudo 發布v1.0.0更新於 Oct 25, 2026

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

已驗證Streamable HTTP可網頁執行金融資料與分析

概覽

AI 產生的概覽

遠端 MCP 伺服器,讓助理查詢標普 500 公司的 SEC 申報文件、法說會逐字稿、前瞻指引、財報日期與 AI 情緒訊號。

可以做什麼
依股票代號取得 SEC 申報文件清單(含日期與 accession number),並依 accession number 檢視單一文件全文。以關鍵字跨所有文件搜尋,可依股票代號與日期範圍篩選。擷取公司前瞻性指引語句與法說會逐字稿。查詢即將到來的財報日期及每股盈餘與營收預估。瀏覽 GICS 產業分類,依事件類型篩選列出某產業近期文件,並取得公司的產業、板塊與資料涵蓋範圍。讀取依 8-K 文件產生的看漲、看跌或中性 AI 情緒訊號。
適用情境
適合美股公司研究與財務問答:某公司申報了哪些文件、對未來營運的說法、何時公布財報、哪些公司提到某議題,或近期 8-K 的情緒評分。
執行需求
遠端 streamable HTTP 端點;未宣告套件、環境變數或標頭。未宣告身分驗證,似乎不需帳號或 API 金鑰。需要能連線至該端點的網路。
安裝前請注意
情緒訊號由 AI 依 8-K 文件產生,屬未經查證的判讀,不應視為投資建議。指引結果被描述為文件中關鍵字比對的句子,可能不完整或脫離上下文。涵蓋範圍限於標普 500 及該服務已索引的資料;採用前請對照原始文件核實數字。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Filingapi,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/io.github.jethrokirk-sudo%2Ffilingapi/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": {
    "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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

無需輸入參數。

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).

輸入參數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.

輸入參數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.

輸入參數hourslimit

版本歷史

1
  1. v1.0.0最新Sep 16, 2026

評分

已滿足適用檢查項的 83%

該評分衡量此收錄條目的完整程度,依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價,也不表示伺服器安全或目前可用:可連通性是帶日期的檢查結果,評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通必需25 分
  • 已宣告認證方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 圖示10 分
  • 文件15 分

    請宣告包含 README 的 GitHub 儲存庫,或在 OAuth 受保護資源後設資料中提供 resource_documentation。

  • 授權條款不適用

    託管服務按其提供方的條款使用,因此這裡不要求授權條款。此檢查項不計入百分比。