io.github.jethrokirk-sudo/filingapi

Tools

• get_company_info

  Get sector, industry, and data coverage info for a company. Returns the company's GICS sector and industry classification, plus counts of available filings and transcripts.

  shallow
• get_earnings_calendar

  Get upcoming earnings announcement dates with EPS and revenue estimates. Defaults to the next 7 days if no dates specified. Use this when asked about upcoming earnings, who reports this week, or when a specific company's next earnings date is.

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• get_filing_detail

  Get the full detail of a single SEC filing by ticker and accession number (the unique SEC filing ID, e.g. '0000320193-26-000011'). Use this after get_filings or get_guidance has identified a specific filing you want to inspect in full.

  shallow
• get_filings

  Get SEC filings (8-K, 10-Q, etc.) for a company by ticker symbol. Use this to see what filings are available for a company, with dates and accession numbers. Does not include guidance extraction - use get_guidance for that.

  shallow
• get_guidance

  Get forward-looking guidance language extracted from a company's SEC filings, by ticker symbol. Use this when asked what a company said about future performance, revenue outlook, margin expectations, or other forward-looking statements. Note: results are keyword-matched sentences from filings and may include both forward guidance and recent reported results - read each sentence carefully to distinguish actual forward guidance from historical figures.

  shallow
• get_sector_filings

  Get recent SEC filings for all companies in a given sector. Sector names are case-insensitive, e.g. "Technology", "Energy", "Healthcare". Use list_sectors first if unsure of exact names. Optionally filter by event_type (earnings_release, acquisition, executive_change, restructuring, dividend, guidance_update).

  shallow
• get_signals

  Get real-time AI sentiment signals derived from SEC 8-K filings. Each signal includes: ticker, bullish/bearish/neutral classification, confidence score (-100 to 100), a one-line summary, and key factors. Signals are generated by Claude Haiku within minutes of EDGAR publication. Use this when asked which companies have recently filed bullish or bearish 8-Ks, or to screen for sentiment shifts across the S&P 500. Default window is 30 days; set hours=24 for today only.

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• get_transcript

  Get all available earnings call transcripts for a company by ticker. Returns a list of transcripts (each with fiscal_quarter, fiscal_year, date, and speakers). If asked about a specific quarter, look for it within the returned list rather than expecting a single result - this endpoint does not currently filter server-side. Use this when asked what was said on an earnings call, as opposed to in written SEC filings.

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• list_sectors

  List all available sectors with the number of tickers in each. Use this when asked about sectors, industries, or to find which sector a type of company falls under. Returns 11 GICS sectors covering the S&P 500.

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• search_filings

  Search across all SEC filings in the database by keyword, optionally filtered by ticker and date range (YYYY-MM-DD format). Use this for open-ended questions like "which companies mentioned supply chain issues" rather than looking up one known ticker.

  shallow

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