Tools provided
Tools the agent exposes — your AI client calls them automatically when it needs them.
- get_latest_filing — Return latest filing metadata for a company or ticker. If ticker and company are omitted, return newly ingested filings newest-first. Omit filing_registry in that mode to include both SEC and FCA. Company results include one metadata object; newly ingested results include a filings list. Each row includes Filing metadata object. Includes `document_type` (Canonical document type. SEC: 10-K, 10-Q, 20-F, 6-K, 8-K. FCA: annual, half-year, press.) and, for FCA press rows, `announcement_type` (FCA prewrite
- list_filings — List available filings for a ticker (newest first) with artifact_document_id and dates. Use filing_registry=fca_nsm for UK FCA NSM reports. Use this first when you need a specific reporting period. Each row includes Filing metadata object. Includes `document_type` (Canonical document type. SEC: 10-K, 10-Q, 20-F, 6-K, 8-K. FCA: annual, half-year, press.) and, for FCA press rows, `announcement_type` (FCA press subtype when document_type is press; null for annual and half-year. Values: 1st Quarterwrite
- get_filing_toc — Return the full filing table of contents for one filing. If artifact_document_id is omitted, resolves the single latest filing for ticker/company (and optional document_type) only. Use list_filings first to discover a specific reporting period. For FCA filings, pass filing_registry=fca_nsm; TOC node ids are HTML page element ids (e.g. pf2a, page12, pageView1) for annual ESEF reports or sec-parser ids (e.g. sp-0000001) for half-year RNS HTML reports.write
- read_node_content — Return content for one or more navigation nodes in a filing. Pass one node via node_id or several via node_ids, using the node ids from TOC lines (the same values shown as NODE_ID lines in this tool's output). Returns plain MCP text: an ARTIFACT_DOCUMENT_ID header, then per-node blocks with NODE_ID, TITLE, CITATION_URL, CITATION_MARKDOWN, CONTENT_START … CONTENT_END. Each block's CITATION_URL links to the reader location for that node; CITATION_MARKDOWN is the same link as ready-to-paste markdowwrite
- search_sec_event_filings — Search US SEC 8-K and 6-K current-report nodes for company events and disclosures. Use this to discover issuers across a date range. Do not use this for 10-K or 10-Q filings. How to search: 1. Always pass concept_groups. Every group is required (AND). Within each group's any_of list, one alternative must match (OR). All groups match inside one filing node. Use separate groups for the main context, action or direction, business object or metric, and a causal or limiting relation when that relatiowrite
