Query TipRanks ratings, earnings, market data, and an authorized personal portfolio in an AI conversation.
View detailsAbout the tool
For investors, analysts, and research developers who need to inspect US-listed companies’ regulatory filings. Ask for a company’s latest 10-K or 10-Q, a particular 8-K event, or search filing text for a phrase; the MCP can read filings in chunks, search filing text, and query XBRL company facts, insider transactions, 13D/13G ownership, and institutional 13F holdings. Install and configure the uvx package locally in an MCP client; the project says no API key is needed, and a SEC_USER_AGENT identifying the requester is recommended. Data comes from SEC EDGAR, but this is a third-party tool and is not affiliated with the SEC. Tools are read-only and do not trade. It adds direct filing and structured-fact research to a directory whose existing broker and quote connectors cover that workflow less directly. Documentation was reviewed; the package was not installed or run.
Running costs
- Software
- The repository is MIT licensed; local MCP client and uvx package installation are required.
- Model services
- AI model and client costs depend on the chosen provider and are unknown.
- Data sources
- Public SEC EDGAR submissions and XBRL endpoints require no API key; other costs are unknown.
- Hosting
- Runs locally as an stdio MCP; no hosted service is documented.
Known limitations
- Third-party project; not affiliated with the US SEC.
- The project says no API key is required; local uvx package and MCP client setup are required.
- Read-only; it does not trade or place orders.
- The README gives inconsistent tool counts (23 in its opening, 22 in About and the tools heading), so no fixed count is asserted.
- Documentation reviewed; not installed or run. AI-client and local-machine costs are unknown.
Documentation & resources
Capabilities and requirements
Labels reflect public source checks. A resource may have several capabilities; unverified does not mean absent or safe.
- Resource type
- Tool / product
- Confirmed capabilities
- Research
- Live execution
- No direct execution
- Crypto exposure
- No
- Individual access
- Yes
- Access / integration
- External AI tool integration
- Sources checked
Supporting sources
A verification date indicates information freshness, not an endorsement of results.
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