Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者提供的说明(英文原文)
SEC EDGAR since 1993: search and read filings, insiders, 13F, statements; verify quotes and figures.
这三项永远不会合并成一个分数:意见、测量和人气是不同的东西。
我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。
选择你使用的 AI 应用,然后复制设置。
你需要
你用的是哪个应用?
在上方选择你的应用。我们会记住它,下次按钮会显示“安装到 …”。
适用于网页版、桌面版和手机版 Claude:
https://beatandraise.com/mcp在终端中运行这条命令
claude mcp add --transport http sec-filings https://beatandraise.com/mcp粘贴到项目中的 .cursor/mcp.json,或 ~/.cursor/mcp.json
{
"mcpServers": {
"sec-filings": {
"url": "https://beatandraise.com/mcp"
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
粘贴到项目中的 .vscode/mcp.json
{
"servers": {
"sec-filings": {
"type": "http",
"url": "https://beatandraise.com/mcp"
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
ChatGPT 只能连接互联网上的服务器:
https://beatandraise.com/mcp菜单名称可能因套餐和版本不同而略有差异。
你的选择通过 Cookie 保存在这台设备上,无需账户。
这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同,请以 README 为准。
工具名称和描述与服务器在 2026年11月7日 报告的完全一致。这些内容由作者撰写,不是我们写的;我们以纯文本形式显示。
search_filingsFull-text search across all SEC filing content. Returns matching documents, relevance-ranked, with counts by form type and year (forms, years) and how many distinct companies match (companies_found). With limit 10 or less (the default), each result carries an excerpt: the passage
search_companiesSearch for companies by name or ticker symbol. Returns matching entities with CIK, all known names, and ticker symbols, plus the SEC's SIC industry code and name (sic, sic_description) for companies that have one. Use this to find a company's CIK before using other tools. A resul
get_companyLook up a company by CIK to get its name(s), ticker(s) and industry. When known, the result also has the SEC's SIC classification: sic (4-digit code, e.g. "6200"), sic_description (e.g. "SECURITY & COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES"), sic_url (a page listing the ot
list_sic_codesList the SEC's SIC industry codes, so you know which code to use with list_companies_by_sic. With a query (a word from the industry title: "software", "bank", "oil", "pharmaceutical") you get the matching codes, most companies first, at most 50, each with the code (sic), the SEC'
list_companies_by_sicList the companies in an industry, using the SEC's Standard Industrial Classification (SIC). Pass a SIC code (3-4 digits, e.g. "6200" for securities brokers and exchanges, "3571" for electronic computers, "7372" for prepackaged software) to get its companies: CIK, name, ticker, e
get_filingsQuery SEC filings by form type, date range, CIK and/or 8-K item. Returns deduplicated filing metadata sorted by filing date (newest first). Each filing's content_object lists its documents (filename, doc_type, description, sequence; sequence 1 is the primary document); read any o
get_filing_detailGet full filing metadata including its content_object. content_object lists every document in the filing with filename, doc_type, description, sequence and whether a markdown version exists; read one with get_document(cik, accession_number, filename). Cite beatandraise_base_url +
get_documentFetch a filing document's content from storage. For one section of a 10-K, 10-Q, 8-K or 20-F (MD&A, Risk Factors, Legal Proceedings, Item 2.02…), use get_filing_item instead: it returns just that Item, a fraction of the document, with a link highlighting it. Returns the document
list_filing_itemsList the Items of a 10-K, 10-Q, 8-K or 20-F: which sections the filing has and where. Each entry gives the item ("1A", "7", "2.02"), its part ("I".."IV"; 10-Q items repeat across Part I and Part II), the SEC's title, the heading as the filer wrote it, its length in characters, an
get_filing_itemRead one Item of a 10-K, 10-Q, 8-K or 20-F, e.g. Risk Factors or MD&A, instead of the whole document. Much smaller than get_document: a 10-K's Item 1A is typically 5-15% of the filing. The first lines say which item it is and give a highlight_url marking the whole section in the
list_filing_tablesList every R*.htm financial table in a filing (10-K, 10-Q, S-1, etc.). Returns one entry per in the filing's FilingSummary.xml — typically the Cover page, the core financial statements (income, balance sheet, cash flow, comprehensive income, equity), notes, and detail breakdowns.
get_holdingsGet parsed 13F-HR institutional holdings for a filer. Returns individual stock positions with issuer name, CUSIP, FIGI, market value, share count, investment discretion, and voting authority, parsed from the 13F information table XML ("format": "xml"), as filed: one row per entry
get_institutional_holdersWho holds a company, from 13F filings: how much of each share class institutions hold, and how that changed quarter by quarter. The company-side view of 13F; get_holdings is the manager side (what one institution owns). Use it for questions like: - "What % of AMD do institutions
get_insider_transactionsGet parsed Form 4 insider transactions for a company. Returns insider buy/sell transactions with owner details (name, title, relationship), transaction details (date, code, shares, price), and post-transaction holdings. Data is extracted from the Form 4 XML. Transaction codes: P=
get_shares_outstandingGet a company's shares outstanding over time, as stated on the cover page of each 10-K, 10-Q, 20-F and 40-F (dei:EntityCommonStockSharesOutstanding). One row per share class and as-of date, oldest first, each with the filing it comes from (source). Counts are as filed and never s
get_fiscal_calendarGet a company's fiscal calendar: every quarter it reported, with its own dates. One row per quarter, oldest first, from the company's 10-K and 10-Q reports in order: period_start is the day after the previous quarter's period end, period_end the report's, fiscal_year and fiscal_q
search_private_offeringsSearch Form D filings: private placements and private funds (exempt offerings under Regulation D, Section 4(a)(5) and the Investment Company Act 3(c) exclusions), since 2009. Each result is one filing: issuer (CIK, name, city, state, entity type, year of incorporation), industry
get_private_offeringGet one Form D filing in full, by accession number (from search_private_offerings). Everything search returns, plus: the issuer's full address, phone and previous names; co-issuers; related persons (executive officers, directors, promoters) with their roles and addresses as filed
get_financial_statementsExtract structured financial statements from a 10-K or 10-Q filing. Returns balance sheet, income statement, cash flow statement, equity statement, and comprehensive income — each as markdown table content extracted from the filing's XBRL R-files. To use this tool, first find a 1
get_financial_historyA company's financial statements from its last several 10-Ks or 10-Qs, in one call. For trends (revenue, margins, cash flow over years or quarters) instead of calling get_financial_statements filing by filing. Returns each filing, newest first, with its statements as that filing
search_documentSearch within a filing's documents for specific terms. Returns matching lines with context. If filename is omitted, searches every readable document in the filing (the main document and its exhibits, e.g. an 8-K's press release AND its CFO commentary), up to 12 files. A filing wi
verify_quoteCheck that a figure or sentence really appears in a filing document, and get a link that highlights exactly where. Use this before stating any number or quotation from a filing. Analysts need to see the figure in the source; a link to the whole document is not enough. Quote the t
verify_figureCheck that a number you are about to state appears in a filing, however it is written. Every number is compared as its digits alone (separators, decimal point, sign, $ and % dropped, zeros trimmed): "416,161", "416.161" and "416,161,000" are all 416161. Your figure must be one of
list_figuresList the numbers a filing document actually states, each with its label. Each entry is a number with its label (the table row's label, or the words leading up to it in prose) and its digits with formatting removed, e.g. {"digits": "416161", "text": "416,161", "label": "Total net
check_citationsCheck every number in a draft against the filing characters it cites, and link them. Write your draft with a citation right after each figure, using the ref that list_figures or verify_figure gave for it: revenue of $68.1 billion [ref:0001045810-26-000019/q4fy26pr.htm@112+4] For
get_helpWhat the beatandraise.com tools cover, where they stop, and what to use instead. Call it when a tool returned nothing, an error or less than the user needed, or the user asks for something you cannot find a tool for. Put the user's need in their own words in question ("institutio
我们检查的是任何人都能看到的信息;我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月9日
注册中心没有列出源代码仓库,因此无法将发布者(beatandraise.com)与代码对应起来
我们还没有从 GitHub 读取这个仓库
我们还没有从 GitHub 读取这个仓库
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已读取 26 个工具描述,未发现针对 AI 的隐藏指令
与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时,星标数才计入。
它在 3 项适用的基础检查中通过了 2 项。我们没有阅读代码。在添加密钥或令牌之前,请先看看这个服务器要求哪些权限,并使用只具备所需权限的密钥。
注册中心没有列出必需的密钥,不过有些服务器会在首次使用时要求你登录。
它在作者的云端运行。通过互联网连接,无需安装,但你发送的内容会经过作者的服务器。
GitHub 仓库最后更新于–,最新版本(1.0.0)于10天前进入注册中心。
支持 MCP 的应用,例如 Claude Desktop、Claude Code、Cursor 和 VS Code。它通过 URL 连接,所以接受远程 MCP 服务器的应用也可以使用,例如开启开发者模式的 ChatGPT。
同一分类中有:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同一分类中其他作者的服务器,按星标数排序。
如何看卡片:↓ 每周下载量i★ GitHub 星标i三大支柱:评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
仓库中没有找到 README