# SEC EDGAR data

> SEC EDGAR filings, Form 4 insider trades, 13F holdings and XBRL financials, with filing links

- name: io.github.Bosco-Labs/sec-edgar-insider-trades
- version: 1.0.1
- connection class: R1 (autonomous)
- trust: 93/100 flags: duplicate-repo
- quality: 91/100 (new)
- owner: not claimed
- descriptor: https://api.protogrid.dev/v1/servers/io.github.Bosco-Labs%2Fsec-edgar-insider-trades
- tools: https://api.protogrid.dev/v1/servers/io.github.Bosco-Labs%2Fsec-edgar-insider-trades/tools

**An agent can connect on its own if it already holds `SEC_EDGAR_INSIDER_TRADES_TOKEN`.** Remote endpoint behind a static API key or header. The registry never sees the value; the agent fills the placeholder.

## Connection (mcpServers)

```json
{
  "mcpServers": {
    "sec-edgar-insider-trades": {
      "type": "http",
      "url": "https://api.boscolabs.dev/mcp?tools=sec_filings_feed,sec_insider_trades,sec_ownership,sec_company_financials,sec_company_screen,plan_official_records_query",
      "headers": {
        "Authorization": "Bearer ${SEC_EDGAR_INSIDER_TRADES_TOKEN}"
      }
    }
  }
}
```

Placeholders to fill: `${SEC_EDGAR_INSIDER_TRADES_TOKEN}`.

## Trust

- hygiene: 80
- liveness: 100
- freshness: 100
- provenance: 90
- drivers: +repository +namespace-matches-repo +website +reachable +uptime-100% +updated-5d-ago -duplicate-repo(5 names)
- Derived from observable signals (official registry feed and our own credential-free probes); no code audit performed.

## Quality 91/100 (new)

### protocol: 88 (weight 25)

- pass `protocol.modern`: supports 2026-07-28 (server/discover)
- pass `protocol.stateless`: answers without a session
- pass `protocol.transport`: streamable HTTP
- warn `protocol.list_ttl`: tools/list declares ttlMs 0, so clients re-fetch it on every use

### authorization: n/a (weight 15)

- n/a `auth.prm`, `auth.as_metadata`, `auth.cimd`: no remote uses OAuth
- n/a `auth.secret_in_url`: no templated URL

### tool hygiene: 94 (weight 30)

- pass `tools.descriptions`: every tool has a description
- pass `tools.description_length`: descriptions are concise
- pass `tools.schemas`: every tool has an object input schema
- pass `tools.annotations`: 9 of 9 tools declare readOnlyHint or destructiveHint
- warn `tools.directory_hints`: 7 of 9 tools declare all four hints; missing: sec_company_lookup (destructiveHint, idempotentHint); lei_lookup (destructiveHint, idempotentHint)
- pass `tools.token_cost`: about 5,689 tokens to load every tool
- pass `tools.api_dump`: tools are not a one-to-one API dump
- pass `tools.hidden_text`: no hidden text in tool names, descriptions, schemas or annotations

### stability: n/a (weight 15)

- n/a `stability.changes`, `stability.rug_pull`, `stability.new_links`: tool history recorded for 5 of the 7 days needed

### dependencies: n/a (weight 15)

- n/a `deps.known_vulns`, `deps.mcp_sdk_version`, `deps.resolvable`: no npm or PyPI package

- tools: 9, about 5,689 tokens to load them all
- tool set hash: f3a23d6ddeecb7fd99db069e118cf03c
- tools last changed: 2026-11-11T02:45:24.916Z
- badge: [![protogrid quality](https://protogrid.dev/badge/io.github.Bosco-Labs/sec-edgar-insider-trades.svg)](https://protogrid.dev/servers/io.github.Bosco-Labs/sec-edgar-insider-trades)
- Checks run on what our credential-free, read-only probes observe; tools are never called and no code audit is performed.

### Tool changes

- 2026-11-11 `sec_ownership` changed (inputSchema)
- 2026-11-09 `sec_ownership` changed (title, annotations)
- 2026-11-09 `sec_company_financials` changed (title, annotations)

Full history: https://api.protogrid.dev/v1/servers/io.github.Bosco-Labs%2Fsec-edgar-insider-trades/changes

## Remotes

- https://api.boscolabs.dev/mcp?tools=sec_filings_feed,sec_insider_trades,sec_ownership,sec_company_financials,sec_company_screen,plan_official_records_query (streamable-http, auth api_key ${SEC_EDGAR_INSIDER_TRADES_TOKEN}, reachable true, uptime30d 1)

## Packages

_none_

## Tools (9)

- `describe_official_records_tool`: Free, no key needed. One Bosco Labs tool's input schema, example input, example rows, output fields, price per row, caps and sources. Takes the tool name (eu_tenders or eu-tenders); an unknown name returns the closest names.
- `lei_lookup`: Free, no API token needed. Legal Entity Identifier (LEI) lookup in the official GLEIF
    register: about 2.9 million companies, funds and other legal entities worldwide (source:
    GLEIF API, CC0 open data). Use it to identify a company: its exact legal name, LEI,
    whether it is active, its jurisdiction and country, its local registration number and its
    ultimate parent company.

    Pass an LEI (exact record) or a company name (best matches first; check `legal_name`).

    Returns one row per entity: lei, legal_name, entity_status (ACTIVE/INACTIVE),
    registration_status (ISSUED, LAPSED, ...), jurisdiction, legal_address_country,
    legal_address_city, headquarters_country, registered_as (local registry number),
    ultimate_parent (lei, legal_name; when reported), source_url (the GLEIF record; cite it)
    and next_steps (the paid Bosco Labs call for this company's financials: tool and
    arguments on the remote MCP server and HTTP API, stdio_tool in this package).
    
- `plan_official_records_query`: Free, no key needed. Turns a question in plain words into the exact typed Bosco Labs calls that answer it: tool, input, why, and the maximum price of each step, plus what is not covered. Pass the user's question verbatim AND the entities you extracted from it (company_names, tickers, identifiers, countries, dates, law references...): the planner trusts your entities over its own parsing and puts them in the right input fields. The plan echoes them in entities_used and lists in `missing` what to pass for a better plan. Rules and examples first; only when they are unsure and you passed no entities does a small AI step extract the entities (budget-capped, marked `assisted`). Same steps, same plan_id. Run it with run_official_records_plan (paid, max_usd) or call the listed tools directly. Low confidence returns the top 3 candidate tools instead.
- `sec_company_financials`: Get clean financial statements of any US-listed company from the SEC's own XBRL data: revenue, profit, EPS, balance sheet, cash flow, free cash flow and margins, per fiscal year or per quarter, by ticker or CIK. For analysts, finance apps and AI agents that need a company's numbers over 5-20 years without parsing filings. Every value cites the XBRL tag and the SEC filing it came from.

Price: $0.005 per `company-period`.
- `sec_company_lookup`: Free, no API token needed. Identify a US-listed (SEC-registered) company: CIK, official
    name, ticker(s), exchange(s), industry (SIC code) and state of incorporation (source: SEC
    EDGAR company tickers file and submissions API). Use it to turn a ticker or name into the
    CIK that SEC tools take, or to check which exchange a stock trades on.

    Pass a ticker, a CIK or part of the name (best matches first, then by company size; check
    `name`). A name search covers companies with a listed ticker (about 10,000); a CIK also
    finds filers without one.

    Returns one row per company: cik, name, tickers, exchanges, sic, sic_description,
    state_of_incorporation, fiscal_year_end (MMDD), source_url (the EDGAR company page; cite
    it) and next_steps (the paid Bosco Labs calls for its filings and insider trades).
    
- `sec_company_screen`: Screen every US company that files with the SEC by revenue, profit, margins, cash flow and balance sheet for one calendar year or quarter: "revenue over $10B and net margin above 20% in 2025", "top 20 by operating cash flow". For analysts, finance apps and AI agents. Every value cites the XBRL tag and the SEC filing it came from.

Price: $0.002 per `screen-row`.
- `sec_filings_feed`: Get SEC EDGAR filings as clean JSON: 8-K current reports, 10-K annual reports, 10-Q, S-1, 13D, 13G, Form 4, DEF 14A, 20-F and every other form, for one company, a watchlist or the whole market, from filings accepted minutes ago back to 1994. Each row has the company, CIK, ticker, form, filing date and exact acceptance time, the 8-K item codes (2.02 earnings, 5.02 officer changes, 1.01 material agreements, ...) and direct links to the filing and its main document. For investors, news and alert services, compliance teams and AI agents.

Price: $0.001 per `filing`.
- `sec_insider_trades`: Get every insider purchase and sale reported to the SEC on Form 4, from today's filings back to 2006, as clean JSON rows: who traded (director, CEO, 10% owner), what, when, how many shares, at what price, and how many they hold afterwards. Plus cluster-buy and cluster-sell signals: the moment two or more directors or officers of the same company buy, or sell, their own stock within a few weeks. Filter by ticker, CIK, transaction code, insider role, value and date. For investors, fintech apps and AI agents.

Price: $0.0002 per `unit (transaction=9, cluster-signal=100)`.
- `sec_ownership`: Who owns a stock and who is about to sell it, from official SEC filings: what a fund such as Berkshire Hathaway holds (13F, with changes vs the previous quarter), what a mutual fund or ETF such as VOO or ARKK holds (N-PORT), which managers and funds hold a ticker, who filed a 5%+ stake (13D activist, 13G passive), and which insiders filed to sell (Form 144). For investors, analysts and AI agents.

Price: $0.0018 per `ownership-row`.