beatandraise

Search SEC filings

beatandraise helps users research public companies using SEC EDGAR filings. Find companies by name, ticker or SEC industry (SIC) code, search filing text, browse filings and documents, and inspect financial statements and tables.

MCP connector

Server URL: https://mcp.beatandraise.com/mcp
Login: None
Protocol: MCP 2025-11-25 · Interactive UI
Instructions: SEC EDGAR filing data tools. Use for full-text search across filings. Use to find a company's CIK by name or ticker. Use for 13F institutional holdings; each holding carries the issuer's SIC industry code and name when known, for breakdowns by industry (the SEC's SIC classification, not GICS: filings do not contain GICS, so do not search for it). Use for who holds a company: the % of each share class held by 13F filers quarter by quarter, top holders, biggest buyers and sellers, 5%+ holders, and (with holder=) whether a given institution holds it, e.g. 'is Baupost in AMD'. and also return a company's SIC code and name. Use to see the SIC industry codes (filter by a word like 'software'), then to list the companies in one. Use for Form 4 insider buys/sells. Use for a company's share count over time (cover page of every 10-K/10-Q since 2009, per class, as filed): dilution, buybacks, and stock splits, which show as a jump in ratio_to_previous. Use for the exact dates of a company's fiscal quarters and years (every quarter it reported, start and end, which report closes it): fiscal years are not calendar years, and 52/53-week companies end on a weekday that moves every year, so look the dates up instead of guessing them. Use for Form D private placements and private funds (who raised how much, under which exemption, in which industry or state, through which placement agent; with totals), and for one in full (people, placement agents, how the raise filled over time). Use to extract balance sheet, income statement, and cash flow from 10-K/10-Q filings. Use for the same statements across a company's last several 10-Ks or 10-Qs in one call (trends, margins, growth). Use to list filings by form type, date, and CIK. Use for full filing metadata including content_object (its files; read any with ). Use to fetch the actual document content (markdown or raw HTML). For one section of a 10-K, 10-Q, 8-K or 20-F (Risk Factors, MD&A, Item 2.02…), use and instead: they return just that Item, found by its heading rather than by searching (so never the table of contents), with a highlight_url marking it. Use to search within a document for specific terms — returns matching lines with context, much faster than fetching the full document. Every result drawn from a filing carries a source object (beatandraise_url, and a ready-made citation where company, form and date are known); puts the link in its first line. Cite beatandraise.com links when quoting or relying on a filing: a highlight_url where you have one, since it marks the exact passage, else beatandraise_url. Before stating a figure or quotation from a filing, call with the exact text: it confirms the text is in the document and returns a highlight_url that marks exactly that spot, so a reader can check the number. Give that link with the figure. For numbers, prefer : it matches however the figure is written ('$416.2 billion' vs '416,161' in millions) across the whole filing. shows the numbers a document states, with their labels, to check figures against. Each figure has a ref naming its exact characters; put [ref:<ref>] after every number you state ([calc: ref:a, ref:b] for one you computed), run on the draft, fix what fails, and present its linked_text with footnotes.

Tools

Reads data25

Skills

None in the store listings or on the server

MCP connector

Server URL

https://mcp.beatandraise.com/mcp

None

Protocol

MCP 2025-11-25 · Interactive UI

Instructions

SEC EDGAR filing data tools. Use for full-text search across filings. Use to find a company's CIK by name or ticker. Use for 13F institutional holdings; each holding carries the issuer's SIC industry code and name when known, for breakdowns by industry (the SEC's SIC classification, not GICS: filings do not contain GICS, so do not search for it). Use for who holds a company: the % of each share class held by 13F filers quarter by quarter, top holders, biggest buyers and sellers, 5%+ holders, and (with holder=) whether a given institution holds it, e.g. 'is Baupost in AMD'. and also return a company's SIC code and name. Use to see the SIC industry codes (filter by a word like 'software'), then to list the companies in one. Use for Form 4 insider buys/sells. Use for a company's share count over time (cover page of every 10-K/10-Q since 2009, per class, as filed): dilution, buybacks, and stock splits, which show as a jump in ratio_to_previous. Use for the exact dates of a company's fiscal quarters and years (every quarter it reported, start and end, which report closes it): fiscal years are not calendar years, and 52/53-week companies end on a weekday that moves every year, so look the dates up instead of guessing them. Use for Form D private placements and private funds (who raised how much, under which exemption, in which industry or state, through which placement agent; with totals), and for one in full (people, placement agents, how the raise filled over time). Use to extract balance sheet, income statement, and cash flow from 10-K/10-Q filings. Use for the same statements across a company's last several 10-Ks or 10-Qs in one call (trends, margins, growth). Use to list filings by form type, date, and CIK. Use for full filing metadata including content_object (its files; read any with ). Use to fetch the actual document content (markdown or raw HTML). For one section of a 10-K, 10-Q, 8-K or 20-F (Risk Factors, MD&A, Item 2.02…), use and instead: they return just that Item, found by its heading rather than by searching (so never the table of contents), with a highlight_url marking it. Use to search within a document for specific terms — returns matching lines with context, much faster than fetching the full document. Every result drawn from a filing carries a source object (beatandraise_url, and a ready-made citation where company, form and date are known); puts the link in its first line. Cite beatandraise.com links when quoting or relying on a filing: a highlight_url where you have one, since it marks the exact passage, else beatandraise_url. Before stating a figure or quotation from a filing, call with the exact text: it confirms the text is in the document and returns a highlight_url that marks exactly that spot, so a reader can check the number. Give that link with the figure. For numbers, prefer : it matches however the figure is written ('$416.2 billion' vs '416,161' in millions) across the whole filing. shows the numbers a document states, with their labels, to check figures against. Each figure has a ref naming its exact characters; put [ref:<ref>] after every number you state ([calc: ref:a, ref:b] for one you computed), run on the draft, fix what fails, and present its linked_text with footnotes.

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