search_companies
shallowio.github.valuein/mcp-sec-edgar · Verify this server
Search for US public companies by name, ticker symbol, CIK (SEC identifier), or SIC industry code. Returns ticker, company name, sector, industry, exchange, and current S&P 500 membership status. Use this tool to resolve a company name to ticker/CIK before calling `get_company_fundamentals`, `get_valuation_metrics`, or other tools that require a ticker — they do not fuzzy-match company names. **Use this tool — NOT `get_pit_universe` — when the user asks about CURRENT S&P 500 members.** To list current S&P 500 members, call `search_companies({ is_sp500: true })` (the `is_sp500` filter is itself a valid search parameter, so no other input is required). This returns the live snapshot as of query time. Example: "List 5 current S&P 500 members" → call `search_companies({ is_sp500: true, limit: 5 })`. **Use `get_pit_universe` ONLY when the user explicitly needs a survivorship-free historical universe as of a specific past date** (e.g. "S&P 500 members as of March 2018"). If the user says "current," "today," "now," or gives no date, use `search_companies` instead. **One ticker can return two rows.** A CIK identifies a *registrant*, not a company, so a reincorporation or holdco reorganisation moves the ticker to a NEW CIK while the filing history stays under the old one. Both rows are real. Use `is_active` to tell them apart: `true` is the current listing, `false` is the superseded one and carries `listed_until`. Prefer `is_active` over `status` — `status` is an entity-level flag that is unreliable in both directions. **Data details:** `sic_code` is the 4-digit SIC; `industry` is the human-readable label. `sector` is SIC-derived with GICS-style labels — NOT licensed GICS, so industrial conglomerates may map differently from official GICS (e.g. 3M → 'Health Care' by SIC vs Industrials by GICS). S&P 500 membership is sourced from index_membership.parquet (current SP500 = `index_name='SP500' AND removal_date IS NULL`). Available on all plans.
1 trials · measured 8 days ago
search_companies scores 100.0/100 on Vouch's measured behaviour index, from 1 real invocation trials against io.github.valuein/mcp-sec-edgar, measured 25 Aug 2026 under methodology v0.2.0. Every measured component scored 100.
Component breakdown
| Component | Weight | Value |
|---|---|---|
| Reliability | 35% | not applicable |
| Schema integrity | 25% | 100.0 |
| Failure behaviour | 15% | not applicable |
| Latency | 15% | not applicable |
| Concurrency | 10% | not applicable |
Tool details
- Transport
- remote
- Credential class
- self-provisionable
- Category
- Finance & compliance
- Input schema
- not declared
- Output schema
- not declared
- Side-effect classification
- unclassified
Score history
| Day | Score | Tier | Methodology |
|---|---|---|---|
| 2026-08-25 | 100.0 | shallow | v0.2.0 |
Probe evidence
| Probe | Outcomes |
|---|---|
| schema_integrity | pass: 1 |
Raw request/response logs are not archived yet — the outcome counts above are drawn directly from every recorded trial.
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