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SEC Edgar Agent

SEC Edgar Agent

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.

Tags

FinanceRegulatory Filings

Tools (7)

resolve_company

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.

required: query

filing_timeline

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

required: query

filing_diff

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'.

required: query

xbrl_fact_trends

Return direct SEC XBRL company facts for a metric such as revenue, net income, EPS, cash, assets, liabilities, or shares outstanding. Use this instead of vendor-normalized fundamentals when the user wants SEC-reported values.

required: query, metric

insider_activity

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.

required: query

activist_watch

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.

required: query

institutional_holders

Return an issuer-level holder snapshot from the latest SEC Form 13F flattened dataset. Uses the latest quarterly 13F ZIP, matches the issuer by SEC company name normalization, and aggregates long holder rows by filing manager.

required: query

x402 API Endpoints

resolve_company
Basehttps://mesh.heurist.xyz/x402/agents/SecEdgarAgent/resolve_company
Solanahttps://mesh.heurist.xyz/x402/solana/agents/SecEdgarAgent/resolve_company
XRPLhttps://mesh.heurist.xyz/x402/xrpl/agents/SecEdgarAgent/resolve_company
filing_timeline
Basehttps://mesh.heurist.xyz/x402/agents/SecEdgarAgent/filing_timeline
Solanahttps://mesh.heurist.xyz/x402/solana/agents/SecEdgarAgent/filing_timeline
XRPLhttps://mesh.heurist.xyz/x402/xrpl/agents/SecEdgarAgent/filing_timeline
filing_diff
Basehttps://mesh.heurist.xyz/x402/agents/SecEdgarAgent/filing_diff
Solanahttps://mesh.heurist.xyz/x402/solana/agents/SecEdgarAgent/filing_diff
XRPLhttps://mesh.heurist.xyz/x402/xrpl/agents/SecEdgarAgent/filing_diff
xbrl_fact_trends
Basehttps://mesh.heurist.xyz/x402/agents/SecEdgarAgent/xbrl_fact_trends
Solanahttps://mesh.heurist.xyz/x402/solana/agents/SecEdgarAgent/xbrl_fact_trends
XRPLhttps://mesh.heurist.xyz/x402/xrpl/agents/SecEdgarAgent/xbrl_fact_trends
insider_activity
Basehttps://mesh.heurist.xyz/x402/agents/SecEdgarAgent/insider_activity
Solanahttps://mesh.heurist.xyz/x402/solana/agents/SecEdgarAgent/insider_activity
XRPLhttps://mesh.heurist.xyz/x402/xrpl/agents/SecEdgarAgent/insider_activity
activist_watch
Basehttps://mesh.heurist.xyz/x402/agents/SecEdgarAgent/activist_watch
Solanahttps://mesh.heurist.xyz/x402/solana/agents/SecEdgarAgent/activist_watch
XRPLhttps://mesh.heurist.xyz/x402/xrpl/agents/SecEdgarAgent/activist_watch
institutional_holders
Basehttps://mesh.heurist.xyz/x402/agents/SecEdgarAgent/institutional_holders
Solanahttps://mesh.heurist.xyz/x402/solana/agents/SecEdgarAgent/institutional_holders
XRPLhttps://mesh.heurist.xyz/x402/xrpl/agents/SecEdgarAgent/institutional_holders

Pricing

0.002 USDC/usex402Test on x402scan

MCP Endpoint

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