Heurist Logo
Back to Library
SEC Edgar Agent

SEC Edgar Agent

Recommended
Verified

Issuer-first SEC EDGAR agent for company resolution, filing timelines, filing diffs, XBRL fact trends, insider activity, activist filings, and 13F institutional holder snapshots.

FinanceRegulatory Filings

Pricing

0.002 USDC/use

Tools

7 callable

Author

0x7d9d...405D
Get a key
Syncing keys…

  • resolve_company

    2 params · 0.2 credits

    Resolve a company name, stock ticker, or CIK into a canonical SEC issuer record with CIK, ticker, and company title. Use this before other SEC tools when the issuer is ambiguous.

  • filing_timeline

    4 params · 0.2 credits

    Return a compact SEC filing timeline for an issuer. Best for 8-K, 10-Q, 10-K, S-1, and nearby filing events.

  • filing_diff

    4 params · 0.2 credits

    Compare the latest filing with the previous filing of the same form and highlight paragraph-level additions, removals, and filing metadata differences. Use this for 'what changed since last filing'.

  • xbrl_fact_trends

    6 params · 0.2 credits

    Return quarterly or annual SEC XBRL fact observations for one metric and one issuer. Accepts plain-English metric names or exact XBRL concept names. See the metric parameter for supported values.

  • insider_activity

    3 params · 0.2 credits

    Summarize recent insider activity from SEC Forms 3, 4, and 5 for an issuer, including reporting person names and parsed transaction rows from ownership documents.

  • activist_watch

    3 params · 0.2 credits

    Summarize recent Schedule 13D and 13G filings for an issuer, including filer names, reported ownership amounts, percent of class, and short text snippets from the filing.

  • institutional_holders

    2 params · 0.2 credits

    Return the top institutional holders of an issuer from the latest SEC 13F dataset, ranked by reported position value. Use this for institutional ownership questions.

MCP Server Config
{
  "mcpServers": {
    "heurist-agent": {
      "url": "https://mesh.heurist.xyz/mcp/agents/SecEdgarAgent/",
      "headers": {
        "X-HEURIST-API-KEY": "your-api-key-here"
      }
    }
  }
}