Available tools
8 tools| Tool | Description |
|---|---|
fullTextSearch | Full-text search across 18M+ SEC filings. Supports date ranges and form-type filters. |
queryFilings | Structured query for SEC filings using Lucene query syntax. |
getFilingUrl | Get the direct URL for a filing by accession number. |
extractSection | Extract a specific section from a 10-K or 10-Q filing (e.g. Risk Factors, MD&A). |
xbrlToJson | Convert XBRL filing data to structured JSON. |
getInsiderTrading | Get insider trading data (Form 4 filings) for a company. |
get13FHoldings | Get 13F institutional holdings data for a filer. |
getMappingCikToTicker | Map a CIK number to company details including ticker, name, and exchange. |
Setup
A few steps to connect your AI agents to SEC-API.io.
- 1
Get an Access Key
Register at https://sec-api.io and generate your access key. Free tier allows 100 calls/month.
- 2
Connect on PatchOps
Navigate to /mcp, find SEC-API.io, and enter your access key.
- 3
Start Querying
Use fullTextSearch to search filing content, extractSection to pull Risk Factors or MD&A, or get13FHoldings for institutional portfolios.
Connect to your AI assistant
Pick the tool your team uses for the exact setup steps.
- 1
Open Claude settings
Launch Claude, click the profile button (bottom left), and go to Settings.
- 2
Access connectors
Open the Connectors tab, scroll to the bottom, and click “Add custom connector”.
- 3
Name your connector
Enter any name you’d like for this connector.
- 4
Get the connector URL
Log in to PatchOps, open the /mcp page, and copy the connector URL you want to use.
- 5
Add the connector
Paste the URL into the “Remote MCP server URL” box and click Add.
- 6
Start using
Your SEC-API.io connector is ready to use in Claude.