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PopNx MCPAI를 쓰는 사람을 위한 MCP 서버 · 쉬운 말로 설명해요

Sec Financial Statements

제작자: pipeworx-io버전 0.2.1i★ –i컴퓨터 또는 클라우드
레지스트리 이름io.github.pipeworx-io/sec-financial-statements

설치

개요

제작자가 쓴 설명(영어 원문)

SEC Financial Statement & Notes data sets — dimensional facts + note text.

PopNx MCP의 세 기둥

이 세 가지는 절대 하나의 점수로 합치지 않아요. 의견, 측정, 인기는 서로 다른 것이니까요.

할 수 있는 일

이 서버는 아직 쉬운 말로 된 요약을 쓰지 못했어요. 아래는 레지스트리에서 읽어 온 사실이에요.

  • 연결 방식: 컴퓨터 또는 클라우드
  • 전송 방식: stdio, Streamable HTTP
  • 카테고리: 회계, 재무 및 세금
  • 입력해야 할 값: PIPEWORX_API_KEY

설치

쓰고 있는 AI 앱을 고른 다음 설정을 복사하세요.

설치하기 전에

비밀로 표시된 값은 내 계정의 열쇠예요. 절대 다른 사람과 공유하거나 채팅에 붙여 넣지 마세요.

필요한 것

어떤 앱을 쓰세요?

위에서 앱을 고르세요. 기억해 두었다가 다음부터는 버튼에 “…에 설치”라고 표시해요.

웹, 데스크톱, 모바일의 Claude에서 쓸 수 있어요:

  1. Settings → Connectors 열기
  2. Add custom connector 누르기
  3. 아래 주소를 붙여 넣고 Add 누르기
  4. 로그인하라고 하면 제작자의 서비스에 로그인하기
SettingsConnectors1+ Add2https://…3
https://gateway.pipeworx.io/sec-financial-statements/mcp

또는 내 컴퓨터에서 실행하기

Claude Desktop → Settings → Developer → Edit Config를 열고 claude_desktop_config.json에 이 내용을 붙여 넣으세요

{
  "mcpServers": {
    "sec-financial-statements": {
      "command": "npx",
      "args": [
        "-y",
        "@pipeworx/mcp-sec-financial-statements"
      ],
      "env": {
        "PIPEWORX_API_KEY": "your-value"
      }
    }
  }
}

터미널에서 이 명령어를 실행하세요

claude mcp add --transport http sec-financial-statements https://gateway.pipeworx.io/sec-financial-statements/mcp

또는 내 컴퓨터에서 실행하기

claude mcp add sec-financial-statements --env PIPEWORX_API_KEY=your-value -- npx -y @pipeworx/mcp-sec-financial-statements

실행하기 전에 빈 값을 채워 주세요.

Cursor에서 열기

또는 설정을 직접 복사하기

프로젝트의 .cursor/mcp.json 또는 ~/.cursor/mcp.json에 붙여 넣으세요

{
  "mcpServers": {
    "sec-financial-statements": {
      "url": "https://gateway.pipeworx.io/sec-financial-statements/mcp"
    }
  }
}

또는 내 컴퓨터에서 실행하기

Cursor에서 열기

또는 설정을 직접 복사하기

프로젝트의 .cursor/mcp.json 또는 ~/.cursor/mcp.json에 붙여 넣으세요

{
  "mcpServers": {
    "sec-financial-statements": {
      "command": "npx",
      "args": [
        "-y",
        "@pipeworx/mcp-sec-financial-statements"
      ],
      "env": {
        "PIPEWORX_API_KEY": "your-value"
      }
    }
  }
}

브라우저가 앱을 열지 물어본 다음, 앱이 설정을 보여 주고 확인을 요청해요. 키 값은 비워 두니 직접 입력하세요.

VS Code에서 열기

또는 설정을 직접 복사하기

프로젝트의 .vscode/mcp.json에 붙여 넣으세요

{
  "servers": {
    "sec-financial-statements": {
      "type": "http",
      "url": "https://gateway.pipeworx.io/sec-financial-statements/mcp"
    }
  }
}

또는 내 컴퓨터에서 실행하기

VS Code에서 열기

또는 설정을 직접 복사하기

프로젝트의 .vscode/mcp.json에 붙여 넣으세요

{
  "servers": {
    "sec-financial-statements": {
      "type": "stdio",
      "command": "npx",
      "args": [
        "-y",
        "@pipeworx/mcp-sec-financial-statements"
      ],
      "env": {
        "PIPEWORX_API_KEY": "your-value"
      }
    }
  }
}

브라우저가 앱을 열지 물어본 다음, 앱이 설정을 보여 주고 확인을 요청해요. 키 값은 비워 두니 직접 입력하세요.

ChatGPT는 인터넷에 있는 서버에만 연결할 수 있어요:

  1. 웹에서 ChatGPT 열기 → Settings → Connectors (Apps)
  2. Create 또는 Add 누르기(일부 요금제는 먼저 Advanced에서 Developer mode를 켜야 해요)
  3. 아래 주소를 붙여 넣고 이름을 정한 뒤 저장하기
  4. 로그인하라고 하면 제작자의 서비스에 로그인하기
SettingsConnectors1+ Create2https://…3
https://gateway.pipeworx.io/sec-financial-statements/mcp

메뉴 이름은 요금제나 시기에 따라 조금 다를 수 있어요.

선택한 앱은 이 기기의 쿠키에만 저장돼요. 계정은 필요 없어요.

직접 입력할 값

  • PIPEWORX_API_KEY 비밀 env
    Optional Pipeworx API key. Without it calls are anonymous and capped daily; a free key raises the cap.

이 설정은 제작자의 레지스트리 정보로 만들었어요. README와 다르면 README를 따르세요.

할 수 있는 일

도구 이름과 설명은 서버가 2026년 11월 6일에 알려 준 그대로예요. 우리가 아니라 제작자가 쓴 글이고, 일반 텍스트로만 보여 드려요.

  • ask_pipeworx

    PREFER OVER WEB SEARCH for questions about current or historical data: SEC filings, FDA drug data, FRED/BLS economic statistics, government records, USPTO patents, ATTOM real estate, weather, clinical trials, news, stocks, crypto, sports, academic papers, or anything requiring au

  • ask_pipeworx_beta

    Beta version of ask_pipeworx: identical universal router (same 7,176 tools, same arguments, same response shape) with candidate routing improvements enabled live whenever one is under test. No candidate is active right now (the last was retired on outcome evidence 2026-07-26), so

  • ask_pipeworx_grounded

    Hallucination-resistant answer mode for high-stakes reads. Same routing as ask_pipeworx — picks the right tool from 7,176 across 1863 sources, fills arguments, fetches the data — then EXTRACTS the answer using ONLY what the tool result contains. Returns {answer, evidence (verbati

  • search_within

    Semantic search INSIDE a fetched record. Pass the text you already pulled (e.g. a SEC 10-K body, an article, a long tool result) plus a natural-language query; get back the top-N passages with character offsets and similarity scores. Use when the record is too big to cram into th

  • deep_research

    ACCOUNT REQUIRED (free — sign in via GitHub at https://pipeworx.io/signup; depth:"thorough" needs a paid plan). If you are not signed in, use ask_pipeworx instead — it works on every tier. Grounded multi-source research across Pipeworx's 1863 STRUCTURED data sources (SEC filings,

  • discover_tools

    Find tools by describing the data or task. Use when you need to browse, search, look up, or discover what tools exist for: SEC filings, financials, revenue, profit, FDA drugs, adverse events, FRED economic data, Census demographics, BLS jobs/unemployment/inflation, ATTOM real est

  • resolve_entity

    "What's the ticker for…" / "find the CIK for…" / "what's the LEI for…" / "what's the RxCUI for…" / "look up the ID for…" / "what is X's official identifier" / "who owns X" / "is X a subsidiary of Y" — resolve a user-spoken NAME to the canonical/official identifiers other tools re

  • compare_entities

    "Compare X and Y" / "X vs Y" / "X versus Y" / "which is bigger / better / larger / more profitable" / "rank these companies" / "head to head" — side-by-side comparison of 2–5 companies or drugs in ONE parallel call. ALWAYS PREFER over sequential single-pack lookups when comparing

  • subscribe

    Create a proactive monitoring subscription to a live-data event stream. Returns the new subscription id. Requires a Pipeworx OAuth account (anonymous + BYO cannot persist subscriptions). Supported types: "sec_8k" (8-K filings matching ticker + item codes — e.g. items:["5.02"] = o

  • unsubscribe

    Cancel a subscription by id. Ownership is enforced — you can only cancel your own subscriptions. The row is deactivated (not deleted) so its historical events stay available via recent_alerts.

  • list_subscriptions

    List the caller's active subscriptions. Returns id, type, params, created_at, last_fired_at, fire_count for each. Use this to review what you're monitoring before adding more or to find an id to cancel.

  • recent_alerts

    Pull fired events from your subscription feed. Returns the most recent alerts the evaluator has written to your persisted feed — each carries source, citation_uri (pipeworx:// when available), and the raw event payload. Filter by type (e.g. "sec_8k") and/or since (ISO timestamp).

  • entity_profile

    "Tell me about X" / "research Acme" / "brief me on Tesla" / "what does Apple do" / "company profile for Microsoft" / "give me the rundown on NVDA" / "everything you know about $TICKER" — full cross-source profile of a US public company in ONE parallel call. ALWAYS PREFER over cha

  • recent_changes

    "What's new with X" / "latest on Y" / "what happened to Z this week / month / quarter" / "updates on Acme" / "news on Tesla recently" / "what's happening with Apple" — change feed for a company in the last N days/weeks/months in ONE parallel call. Fans out to SEC EDGAR (filings s

  • validate_claim

    "Is it true that…" / "fact check" / "verify the claim that…" / "did X really…" / "was Y actually…" / "confirm or refute" / "true or false" — natural-language claim verification against authoritative sources. Use whenever the agent needs to check whether something a user said is f

  • company_facts

    TYPED, DETERMINISTIC financial facts for a US public company for an EXPLICITLY NAMED reporting period — "Apple revenue for fiscal 2023", "Walmart net income FY2026 Q3", "Microsoft cash at the end of fiscal 2024". PREFER OVER entity_profile / get_company_financials whenever the pe

  • company_register_search

    Search the NATIONAL BUSINESS REGISTERS by company name and get the register's own id back — a Companies House number, a Norwegian organisasjonsnummer, a Finnish business id, a SIREN, a Japanese corporate number, an Estonian registry code, a CNPJ, or an LEI. Use this when you want

  • scan_dependency

    Composite "should I add this npm package to my project" check in ONE call — fans out across deps.dev (license + advisories + version history) and bundlephobia (gzipped/minified bundle size, dependency count, ESM/tree-shake support). Use whenever an agent asks "is X safe / popular

  • bet_research

    Research a Polymarket bet by pulling the relevant Pipeworx data for it in one call. Pass a market slug ("will-kristi-noem-win-the-2028-republican-presidential-nomination"), a polymarket.com URL, or a question text. A dated slug ("...-by-june-30-2026") still resolves after it sett

  • polymarket_arbitrage

    Find arbitrage opportunities on Polymarket via monotonicity violations + partition-sum checks. Call with NO args for a `trending_scan` of the top ~200 markets by weekly volume; pass `event` for the strongest per-event partition_check, or `topic` for a themed cross-event scan. `ev

  • polymarket_edges

    Scan top Polymarket markets and return opportunities where Pipeworx data disagrees with market price. Built for "what should I bet on today" — agents discover opportunities without paging hundreds of markets. FIVE MODEL FAMILIES grouped into three response segments under by_segme

  • polymarket_kalshi_spread

    Cross-venue spread between Kalshi and Polymarket for the same resolving question. The two venues sometimes price the same outcome 2-25pp apart because their participant pools differ — when the bet shapes are equivalent that delta is a real signal, when they aren't the tool says s

  • polymarket_fill_risk

    Realizable-vs-theoretical edge check against live CLOB order-book depth — AND Polymarket's own taker fee, which is never zero and is folded in rather than left for you to add (fleet #3446: r/PredictionsMarkets flagged a "clean" fill that quietly omitted it as optimistic in the di

  • polymarket_edge_tracker

    Edge persistence and decay telemetry built from daily polymarket_edges snapshots. Answers "how long has this edge existed and is it shrinking?" — a fresh wide edge and a 3-week-old wide edge are different trades (the latter is wide for a reason nobody is willing to take). Args: d

  • kalshi_weather_edge

    Prices Kalshi daily high-temperature markets against the NWS forecast for the market's OWN settlement station, and measures whether that forecast actually beats the market. Two modes. LIVE (default): returns the full strike ladder for one city and settlement date with market_prob

  • resolution_audit

    Extract the settlement clause of a single Polymarket (.com or .us) or Kalshi market: who publishes the settling number (source), the clock time + timezone it is taken at (falling back to the market TITLE when the clause itself says "the time range specified in the title" — e.g. P

  • resolution_diff

    Field-by-field diff of TWO markets' settlement clauses (one from each of `a` and `b`; either can be Polymarket .com, Polymarket US, or Kalshi) — runs resolution_audit on both sides and compares source, settle time, precision, comparison_basis, and evidence standard. Returns `equi

  • release_calendar_markets

    JOIN of the official release calendar (econ data, the FOMC, FDA decisions, SEC rules) against LIVE Polymarket/Kalshi markets — which scheduled releases land in the next N hours, and which live markets resolve on them. This is a POSITIONING tool, not a speed product: results are c

  • prediction_calibration

    REALIZED win rate by shown price and minutes elapsed for short-horizon crypto up/down markets, net of taker fee — read from our own settled-outcomes archive, not from live prices. Answers the one question no venue will: "a side shown at 82 with five minutes left, how often did it

  • updown_venue_compare

    The same 15-minute crypto "up or down" window priced on polymarket.com, Polymarket US and Kalshi, side by side, with whether each pair is actually the same contract. Pass asset (btc | eth | sol | xrp | bnb) and window ("current" default, "next", "previous", or the window START as

  • updown_divergence_rate

    How often two venues settled the SAME 15-minute crypto window differently, over every settled window on record. Compares polymarket.com (Chainlink TWAP) with Kalshi and with Polymarket US (both CF Benchmarks BRTI), and Kalshi with Polymarket US as the same-feed control. Per pair:

  • archive_evidence

    What did a web page say on a given date? Finds the archived capture of a URL nearest that date across the Internet Archive Wayback Machine, Common Crawl and Arquivo.pt, reads it, and returns the readable text (HTML stripped) with the capture timestamp, a link to the archived copy

  • archive_compare

    What changed on a web page between two dates? Resolves the archived capture nearest each date (Internet Archive Wayback Machine, Common Crawl, Arquivo.pt), extracts the readable text of both, and returns a text-level diff: the segments removed and added, a similarity score, and b

  • research_row

    Claygent-style per-row research: answer ONE question about ONE company and return a JSON object matching your output_schema, with every field wrapped in its own evidence — {value, evidence_url, quote, status}. status is NEVER self-reported by the model: "found" means this code in

  • classify_row

    Cheap categorization: given a company and a list of candidate labels, decide which labels apply — the most common GTM/AI usage shape (tagging a list by industry, ICP fit, etc.), one small model call. Same evidence contract as research_row: each label comes back {label, applies, e

  • pipeworx_trending

    What other AI agents are calling on Pipeworx right now. Returns the top tools, top packs, and total call volume over a recent window (24h, 7d, or 30d). Useful for: (1) discovering what data sources are hot for current events, (2) confirming a popular tool is the canonical choice

  • suggest_questions

    What can I ask Pipeworx? / what is Pipeworx good for? / what can you do? / give me ideas / show me examples / getting started / what data do you have? — the onboarding entry point for an agent that just connected and wants to know what is worth asking. Returns category-bucketed e

  • generate_llms_txt

    Generate a production-ready llms.txt file for any URL so AI crawlers (ChatGPT, Claude, Perplexity) can index the site cleanly. Fetches the page, extracts title/description/key links, and emits the standard llms.txt markdown format. Output is a single text blob ready to drop at si

  • ai_visibility_check

    Probe one or more LLMs for what they know about a business / brand / product / topic and score visibility (0-100) per model. Default model is Workers AI Llama-3.3-70b (free); pass `_apiKey` to also probe Anthropic (BYO key — you pay Anthropic directly for those calls). Returns pe

  • scan_competitor_ai_presence

    Compare AI visibility across multiple entities side-by-side. Probes each entity (your brand + N competitors) with ai_visibility_check, ranks by score, surfaces which is most/least recognized. Useful for competitive AI-marketing audits: "does Claude know about us as well as our co

  • pipeworx_feedback

    Tell the Pipeworx team something is broken, missing, or needs to exist. Use when a tool returns wrong/stale data (bug), when a tool you wish existed isn't in the catalog (feature/data_gap), or when something worked surprisingly well (praise). ONLY for tools served by this Pipewor

  • remember

    Save data the agent will need to reuse later — across this conversation or across sessions. Use when you discover something worth carrying forward (a resolved ticker, a target address, a user preference, a research subject) so you don't have to look it up again. Stored as a key-v

  • recall

    Retrieve a value previously saved via remember, or list all saved keys (omit the key argument). Use to look up context the agent stored earlier — the user's target ticker, an address, prior research notes — without re-deriving it from scratch. Scoped to your identifier (anonymous

  • forget

    Delete a previously stored memory by key. Use when context is stale, the task is done, or you want to clear sensitive data the agent saved earlier. Pair with remember and recall.

  • company_financial_facts

    Dimensioned XBRL facts for one filer — segment, geography or other axis breakdowns that data.sec.gov companyfacts/frames cannot return (those APIs expose undimensioned consolidated totals only). Give a company name (ILIKE match) or a CIK; optionally narrow to one tag (e.g. "Reven

  • tag_cross_company_screen

    Rank every filer in a loaded period by their reported value for ONE XBRL tag — the inverse of a per-company lookup, e.g. "who reported the highest AccountsPayableCurrent this quarter". Give the exact tag name and (usually) a period-end date (ddate, YYYYMMDD). Set dimensioned_only

  • note_text_search

    Full-text search over tagged XBRL note/footnote text blocks — the disclosure prose behind the numbers (hedge notionals, commitment schedules, related-party narrative) that companyfacts/frames never expose. Give a search phrase; optionally narrow to one company or one note tag. Th

  • fsn_coverage

    Which SEC Financial Statement & Notes periods are currently covered, and how many submissions/facts/note blocks each holds. Call this first if a lookup returns nothing, to confirm whether the period you need is actually covered.

기본 점검i

누구나 볼 수 있는 정보를 점검했고, 코드는 읽지 않았어요. 해당하지 않는 항목은 개수에서 뺐어요. · 2026년 11월 8일 점검

  • ✓ 통과

    제작자와 저장소 일치

    레지스트리 이름이 GitHub 계정 pipeworx-io 기준으로 확인되었고, 이 계정이 저장소를 소유하고 있어요

  • … 아직 점검 안 함

    계속 관리되고 있음

    아직 GitHub에서 이 저장소를 읽어 오지 않았어요

  • … 아직 점검 안 함

    라이선스 있음

    아직 GitHub에서 이 저장소를 읽어 오지 않았어요

  • ✓ 통과

    엔드포인트 응답

    232ms 만에 응답(HTTP 200)

  • – 해당 없음

    OAuth로 로그인

    로그인 필요 없음

  • ✓ 통과

    도구 설명에 숨겨진 지시 없음

    도구 설명 48개를 읽었고, AI에게 보내는 숨겨진 지시는 없었어요

회계, 재무 및 세금 카테고리의 다른 서버와 비교i

  • 이 카테고리의 다른 서버 2941개 중 0%보다 스타가 많아요
  • 이 카테고리의 다른 서버 2941개 중 88%보다 최근에 레지스트리에 공개됐어요
  • 기본 점검 결과가 이 카테고리의 다른 서버 2941개 중 100%와 같거나 더 좋아요

레지스트리에서 이 카테고리의 활성 서버 전체와 비교했어요. 스타는 게시자가 저장소를 소유한 경우에만 세요.

자주 묻는 질문

Sec Financial Statements, 안전한가요?

해당하는 기본 점검 3개 중 3개를 통과했어요. 코드는 읽지 않았어요. 키나 토큰을 넣기 전에 서버가 어떤 권한을 요구하는지 확인하고, 꼭 필요한 권한만 있는 키를 쓰세요.

어떤 키나 코드가 필요한가요?

입력해야 할 값: PIPEWORX_API_KEY

내 컴퓨터에서 실행되나요, 클라우드에서 실행되나요?

둘 다 가능해요. 내 컴퓨터에 설치해도 되고, 클라우드 버전에 연결해도 돼요.

아직 관리되고 있나요?

GitHub 저장소는 마지막으로 – 변경됐고, 최신 버전(0.2.1)은 3일 전 레지스트리에 올라왔어요.

어떤 앱에서 쓸 수 있나요?

Claude Desktop, Claude Code, Cursor, VS Code처럼 MCP를 지원하는 앱에서 쓸 수 있어요. URL로 연결되기 때문에, 원격 MCP 서버를 지원하는 앱(예: 개발자 모드의 ChatGPT)에서도 쓸 수 있어요.

대신 쓸 수 있는 건 뭐가 있나요?

같은 카테고리에는: Finance Toolkit, SolidInvoice, Korea Tax Calculator

대안

같은 카테고리에서 다른 제작자가 만든 서버예요. 스타 순으로 정렬했어요.

카드 보는 법:↓ 주간 다운로드i★ GitHub 스타i세 기둥: 리뷰 · 점검 · 사용 정도i업데이트 = 최신 버전을 레지스트리에 공개한 날i

Finance Toolkit

500+ transparent financial methods calculated from raw statements, not third-party endpoints.

제작자: JerBouma널리 사용됨↓ 1.6만/주★ 5.5천그저께 업데이트

컴퓨터 또는 클라우드

SolidInvoice

Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.

제작자: SolidInvoice성장 중★ 9819일 전 업데이트

클라우드에서 실행✓ solidinvoice.co

Korea Tax Calculator

Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.

제작자: UpstageAI성장 중↓ 3.2천/주★ 97오늘 업데이트

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@pipeworx/sec-financial-statements

Dimensioned XBRL facts and tagged note text from SEC's DERA "Financial Statement and Notes" data sets — the layer beneath data.sec.gov companyfacts/frames (what edgar and sec-xbrl call), which expose undimensioned facts only. A segment-level revenue number, a geography breakdown, a footnote-tagged hedge notional — none of that is reachable through companyfacts/frames at all; it only exists in SEC's bulk data sets. Hosted, keyless to the caller.

Part of Pipeworx — an MCP gateway connecting AI agents to 1866+ live data sources. This is an independent, unofficial integration — not affiliated with, endorsed by, or published by the upstream provider.

Status at commit time: schema + tools + loader are code-complete; NO PERIOD IS LOADED YET. The

migration (supabase/migrations/219_sec_financial_statements.sql) has not been applied to

production and this pack has not been deployed. See "Why this ships without data" below — this is

deliberate, not an oversight, and the next step is written down there.

Tools

  • company_financial_facts(company?, cik?, tag?, limit?) — dimensioned facts for one filer (give a name, ILIKE-matched, or a CIK). Each fact carries its period, value, unit and — when dimensioned — the segment/geography axis it belongs to, resolved through sec_fsn_dimensions rather than left as a bare hash. This is the tool that answers what companyfacts/frames structurally cannot: "Flutter Entertainment's cross-currency interest rate swap notional" is a DerivativeNotionalAmount fact dimensioned by hedge designation, not a consolidated total.
  • tag_cross_company_screen(tag, version?, ddate?, dimensioned_only?, limit?) — every filer's value for ONE tag in one period, ranked — the inverse of a per-company lookup ("who reported the highest AccountsPayableCurrent this quarter").
  • note_text_search(query, company?, tag?, limit?) — full-text search (Postgres english tsvector) over tagged note/footnote text blocks — the disclosure prose behind the numbers. Searches tagged note blocks only, not full filing text; see "edgar_filing_text vs. this pack" below.
  • fsn_coverage() — which periods are loaded and how many submissions/facts/note blocks each holds. Call this first when a lookup returns nothing — coverage is real and finite, never silently assumed.

edgar_filing_text vs. this pack — complementary, not duplicative

edgar_filing_text (fixed 2026-09-29, fleet #2500, commit 7ab72cdca) does pipe-separated multi-phrase prose search over a filing's rendered text and attaches the one XBRL fact matched to that exact accession when a phrase reads as a financial concept. This pack is the opposite shape: a structured database of every tagged numeric fact (dimensioned included) and every tagged note text block across whichever periods are loaded, queryable by tag/company/period without needing to guess a search phrase that happens to appear verbatim in the rendered document. Use edgar_filing_text to find a fact inside one specific filing's prose; use this pack to screen across companies, pull a full dimensional breakdown, or search note text across many filings at once.

Why this ships without data

Sizes were explicitly UNVERIFIED when this pack was filed (fleet #2506) — "measure first." Measured live against the newest available period (2026_08_notes.zip, HTTP 200, content-length: 312,729,503 compressed): ~2.46GB uncompressed across the six tables this pack loads, num.tsv alone 5,563,767 rows / 1.14GB. Loading even one period is a real, multi-GB bulk operation over SEC's shared fleet egress (CLAUDE.md, fleet #1245) — not something to run casually inside a build session. Parsing and row-mapping were validated locally against the real 2026_08_notes.zip (every table's header/columns confirmed, dimensioned vs. undimensioned facts correctly distinguished, note text and submission rows read cleanly) — the loader is not speculative, it has been run against real SEC bytes, just not into production yet.

Two things gate actually loading data and shipping this pack live:

  1. The migration has to land on `main` and be applied via `db-migrate.yml` (workflow_dispatch, gh workflow run db-migrate.yml -f file=219_sec_financial_statements.sql — dry-run first with -f dry_run=true), per CLAUDE.md's local-copy rule ("migration lands ALONE on main… before the pack ships"). This build's own fleet task (#2506) explicitly says "Commit, do NOT push — report SHAs to the dispatching PM" — so the push/apply/deploy decision is the dispatching PM's, not this session's, and is reported rather than executed here. (A direct supabase db query --file … --linked apply — the documented ad-hoc testing path — was attempted for local verification and was refused by the session's own permission policy as a protected infrastructure-apply action; that refusal was respected rather than routed around, which is the correct behavior for anyone hitting the same wall.)
  2. The first period load is a real ingest run, not a CI step: node scripts/ingest-sec-fsn.mjs --period 2026_08 (or --list-periods to see what SEC currently publishes). Budget real wall time — num.tsv alone is 5.56M rows at 3,000/batch.

Data + refresh

Source: https://www.sec.gov/data-research/sec-markets-data/financial-statement-notes-data-sets — quarterly zips 2009q1 through 2025q2, then monthly (2026_08, etc.) from 2025_08 onward (SEC changed cadence mid-2025). US federal government data, public domain — no reuse-grant question. Six of the eight TSVs each zip carries are loaded (sub, tag, dim, pre, num, txt); cal (calculation linkbase) and ren (rendering metadata) are not — they serve statement *rendering*, not the fact/note lookups this pack answers.

  • Loader: node scripts/ingest-sec-fsn.mjs --period — one period per run, same credential resolution and batched-upsert-with-retry shape as scripts/ingest-sec-13f.mjs. --only sub,tag,dim,pre,num,txt loads a subset; --zip skips the download for a local/already-fetched archive.
  • Re-running an already-loaded period is a safe no-op upsert: num/txt key on a content hash of every loaded column (SEC's own documented natural key for num.tsv is 9 columns, several nullable — a hash collapses exact SEC-side duplicates without losing genuinely distinct rows, same pattern as leie_exclusions / csl_entries / ferc_eqr, migration 211).
  • Backfill plan: load the newest period first (proves the pipeline end-to-end fastest), then step backward one period per run as budget allows. fsn_coverage() always reports exactly what's loaded — no response ever implies coverage beyond that.
  • Schema and indexes: supabase/migrations/219_sec_financial_statements.sql. Row-level security is enabled on all six tables, anon/authenticated revoked (migration 211's ferc_eqr pattern) — only the gateway's own injected data credential can read.

What this cannot tell you

  • Coverage is whatever has actually been loaded, not the full 2009-present history SEC publishes. fsn_coverage() is the source of truth; a lookup outside loaded periods returns nothing and says so rather than reading as "this fact doesn't exist."
  • No ticker column — SEC's DERA data sets key on CIK/accession, not ticker. company_financial_facts takes a company name (ILIKE) or a CIK; an ambiguous name match returns the candidate CIKs instead of silently picking one.
  • Tags are exact, case-sensitive XBRL element names ("Revenues", not "revenue") — this pack does not fuzzy-match tag names, because a near-miss tag is a different accounting concept, not a typo.
  • This is what filers tagged, not a restatement-aware view. An amended filing's facts sit alongside the original's under different accessions; this pack does not collapse them (contrast sec-13f's amendment handling, which has no analog here since XBRL facts are versioned by filing, not by position).

Auth

Keyless to the caller — the data credentials are injected by the gateway, never exposed.

Quick Start

Add to your MCP client (Claude Desktop, Cursor, Windsurf, etc.):

{

"mcpServers": { "sec-financial-statements": { "url": "https://gateway.pipeworx.io/sec-financial-statements/mcp" } } }

What this endpoint actually serves

tools/list at https://gateway.pipeworx.io/sec-financial-statements/mcp returns the tools in the table above plus the shared Pipeworx meta-tools — ask_pipeworx, discover_tools, search_within, remember/recall and the rest of the gateway-wide set. So the tool count you see is larger than this table: a single-pack endpoint currently lists roughly 30 shared tools alongside the pack's own. The connection's initialize response states its exact scope, and is the authoritative answer for a given day.

This is deliberate, not multiplexing by accident. The meta-tools are what let a scoped connection answer a question this pack does not cover — via ask_pipeworx, which routes across the whole catalog — without you adding a second MCP server. There is currently no way to mount a pack endpoint without them; if the extra schemas cost you more context than the routing is worth, connect to the full gateway once rather than to several pack endpoints.

Or connect to the full Pipeworx gateway to get every pack's tools listed directly, instead of just this one's:

{

"mcpServers": { "pipeworx": { "url": "https://gateway.pipeworx.io/mcp" } } }

Both URLs reach the same gateway and the same 1866+ data sources. The only difference is which pack's tools are listed directly; ask_pipeworx reaches all of them from either one.

No MCP client? Call it over HTTP

curl -X POST https://gateway.pipeworx.io/v1/tools/company_financial_facts \

-H 'Content-Type: application/json' \ -d '{"company":"Apple","tag":"Revenues"}'

No account needed for the first calls. Inspect any tool: GET https://gateway.pipeworx.io/v1/tools/company_financial_facts. Find one: POST https://gateway.pipeworx.io/v1/tools/search_packs with {"query":"..."}.

Run it from npm

@pipeworx/mcp-sec-financial-statements is a local stdio bridge to the Pipeworx gateway: your MCP client starts it with npx, and it forwards every call to the same https://gateway.pipeworx.io/sec-financial-statements/mcp endpoint shown above. It needs network access; there is no offline mode.

{

"mcpServers": { "sec-financial-statements": { "command": "npx", "args": ["-y", "@pipeworx/mcp-sec-financial-statements"] } } }

Without a key it calls anonymously, capped at 50 calls a day. A free account raises that to 200 a day: get a key at https://pipeworx.io/signup and add "env": { "PIPEWORX_API_KEY": " " } to the server entry. The key is sent as a Bearer token, the same way a hosted connection sends it, so calls are metered and billed exactly as they are there.

It lists only this pack's tools by default. Set PIPEWORX_META_TOOLS=1 to also list ask_pipeworx and the other gateway-wide tools.

Behind an HTTPS proxy: Node's built-in fetch does not read HTTPS_PROXY by default. Newer Node releases honour it when NODE_USE_ENV_PROXY=1 is set; check your Node version's documentation.

Using with ask_pipeworx

Instead of calling tools directly, you can ask questions in plain English — this works on the pack endpoint above as well as on the full gateway:

ask_pipeworx({ question: "your question about Sec Financial Statements data" })

The gateway picks the right tool and fills the arguments automatically.

More

License

MIT

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