SEC EDGAR for Claude, Cursor, ChatGPT & agents

SEC EDGAR — U.S

curl -fsSL https://tradeloop.top/install.sh | sh

What it does

SEC EDGAR — U.S. public-company filings and XBRL financials, key-free. Resolve a ticker to its CIK, list recent filings with 8-K item decoding (2.02 earnings, 5.02 officer changes…), pull reported financial line items with automatic tag aliasing and staleness warnings, parse Form 4 insider trades into who-bought/who-sold with a code legend, and build a trailing-PE valuation band vs the stock's own history. Use when the user asks about a company's filings, earnings reports, fundamentals, insider activity, or whether the stock is expensive vs its past.

The SEC EDGAR skill is one of 40+ pre-wired TradeLoop integrations that any MCP-compatible client — Claude Desktop, Claude Code, Cursor, Windsurf, Codex CLI, and ChatGPT desktop — can call out of the box. You don't configure MCP servers or copy API keys into a JSON file; the TradeLoop daemon discovers the skill at startup and exposes its tools to whichever AI client is running.

Sample prompts

Once TradeLoop is installed and SEC EDGAR is connected, ask your agent something like:

• “Lookup Cik cik from SEC EDGAR.”
• “Recent Filings filings from SEC EDGAR.”
• “Company Concept concept from SEC EDGAR.”

Tools available (9)

• edgar__lookup_cik

  Resolve a company ticker or name to its SEC CIK number (needed by the other tools). Returns matching companies with cik, ticker and title.

• edgar__recent_filings

  List a company's most recent SEC filings with form type, date, description and a direct document URL. Optionally filter by form (e.g. 10-K, 10-Q, 8-K, 4, 13F-HR). 8-K rows include decoded item codes with human-readable titles (2.02 Results of Operations = earnings, 5.02 Officer/Director changes, 1.01 Material agreement

• edgar__company_concept

  Reported values over time for one XBRL financial concept (line item), with automatic tag aliasing: revenue-ish tags (tag='Revenues' or 'Revenue') walk the ASC 606 chain (RevenueFromContractWithCustomerExcludingAssessedTax → …IncludingAssessedTax → Revenues → SalesRevenueNet) and the tag with the FRESHEST data wins — ch

• edgar__insider_trades

  Parse recent Form 4 filings into actual insider transactions: insider name and title, transaction date, code (P open-market buy, S sale, A award/grant, F tax-withholding, M option exercise…), shares, price, dollar value, shares owned after, direct/indirect — plus a summary (buys_count, sells_count, open-market net shar

• edgar__pe_band

  Trailing-PE valuation band: quarterly diluted EPS from SEC XBRL (alias chain, as-originally-reported, split-adjusted using Yahoo's split events) rolled into TTM, divided into Yahoo's split-adjusted monthly closes → monthly PE series with current PE, min/median/max over the window, and the current percentile (0–100). An

• edgar__filing_search

  Full-text search INSIDE one SEC filing. Fetches the company's latest filing of the given form (default 10-K, or pass a specific accession), strips the HTML/iXBRL to text, and returns the passages (±450 chars, overlaps merged) around each match of the query — with per-term match counts and the document URL. The tool for

• edgar__institutional_holdings

  A fund's latest 13F-HR equity holdings from its SEC information table, PLUS the quarter-over-quarter diff: new positions, sold-out, added, trimmed. Answers 'what is this superinvestor holding and what did they change last quarter?' Returns issuer name, CUSIP, USD value, % of portfolio, shares, and put/call. BY FILER (f

• edgar__superinvestors

  The curated list of tracked superinvestor 13F filers (name + CIK) — Berkshire, Scion/Burry, Pershing Square, Bridgewater, Appaloosa, Third Point, Duquesne, Baupost, Renaissance. Feed any of these into institutional_holdings.

• edgar__financials

  Annual (10-K) three-statement financials + ratio history from SEC XBRL, in ONE call: income statement (revenue, gross profit, operating income, net income, diluted EPS), balance sheet (assets, liabilities, equity, cash, long-term debt), cash flow (operating CF, capex, free cash flow), and computed ratios per year (gros

How to connect

SEC EDGAR is a no-auth skill — there's nothing to connect. Once TradeLoop is installed, your agent can call its tools immediately.

1. Run curl -fsSL https://tradeloop.top/install.sh | sh on macOS / Linux (or the PowerShell command on Windows).
2. Run tradeloop login to create your account and a device-bound encryption key.
3. Run tradeloop update to sync the skill + credentials to every installed AI client.

Pricing

Free at every TradeLoop tier. Connect your account once at /connect; the OAuth or API-key credential stays encrypted on your machine and syncs to your other devices via the TradeLoop vault.

See the full TradeLoop pricing breakdown — Free $0/mo, Pro $29/mo, Ultra $99/mo — on the homepage.