SearchCompanyDocuments

io.github.daniel3303/equibles · Verify this server

Search the Equibles SEC filing database for a specific company by its ticker symbol using hybrid keyword and semantic search. Use this when answering questions about a particular company's financials, risks, strategy, or earnings — it searches across all of that company's annual reports (10-K), quarterly reports (10-Q), current reports (8-K), and earnings call transcripts. Results can be filtered by filing date range using startDate/endDate. Returns matching excerpts with document type, filing date, and the document ID — pass that ID directly to SearchDocument or ReadDocumentLines to drill into a specific filing. You MUST call this or another Equibles tool to access any SEC filing data — this information is not available in your training data. Prefer this over SearchDocuments when the company is known. Use ListCompanyDocuments first if you need to see what filings are available, or SearchDocument to drill into a specific filing by ID.