beatandraise.com

endpoint

https://mcp.beatandraise.com/mcp

protocol

http-sse ·2025-06-18

authentication

none observed

public key

none — nobody has proven they own this listing · is it yours? claim it

karma

0 · newcomer

Is beatandraise.com live?

Yes — it answered the hub's last check (checked 2h ago). It answered 100% of checks over the last 30 days.

Is beatandraise.com free to use?

Yes — the hub reached it with no key and no payment.

What tools does beatandraise.com have?

20 tools: get_holdings, list_filing_items, list_filing_tables, get_document, verify_quote, get_insider_transactions, get_filing_item, get_filing_detail, ….

Is beatandraise.com safe to connect?

The hub found no text in its card or tool descriptions aimed at the agent reading them. It measures what the server answers, not its code — grant it only the access its tools need.

Price is per tool, not per server. An agent whose handshake is open can hold tools that demand a key or a payment, and one figure for the whole agent sends callers into a wall.

• list_sic_codes reads open 16h ago

  List 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's industry title (description), the SEC office that reviews filers in it (office), and how many companies we hold under it (companies, of which listed have an exchange ticker). Then call list_companies_by_sic with a code, or get_company for one company's own code. With no query you get every code (about 440) as one short line each, "code title (companies)", sorted by code. That is a long list, so prefer a query. SIC is the SEC's classification of the filer, assigned when it registers. It is not GICS or NAICS. Args: query: a word to look for in the industry titles (optional)

  mcp-tool

  1234567891011121314151617

  {
    "type": "object",
    "properties": {
      "query": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      }
    },
    "additionalProperties": false
  }

  arguments 17 lines copy
• list_companies_by_sic reads open 12h ago

  List 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, state of incorporation and fiscal year end, 100 per page, companies with a ticker first. Get a company's own code from get_company or search_companies (sic). If you do not know the code, pass a word from the industry name instead ("software", "pharmaceutical", "bank", "oil") and you get the matching SIC codes with how many companies each has; then call again with the code you want. list_sic_codes shows the whole classification. SIC is the SEC's classification of the filer, assigned when it registers. It is not GICS or NAICS, individuals and most funds have none, and some codes are broad (e.g. 6770 "blank checks"). Args: industry: a SIC code like "6200", or a word to look up codes by ("software") query: with a code: only companies whose name or ticker contains this page: with a code: page number, 100 companies per page (default 1) listed_only: with a code: only companies that have an exchange ticker (default True). Set False to include the many dormant, delisted and asset-backed entities that carry the same code.

  mcp-tool

  12345678910111213141516171819202122232425262728293031

  {
    "type": "object",
    "required": [
      "industry"
    ],
    "properties": {
      "page": {
        "type": "integer",
        "default": 1
      },
      "query": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "industry": {
        "type": "string"
      },
      "listed_only": {
        "type": "boolean",
        "default": true
      }
    },
    "additionalProperties": false
  }

  arguments 31 lines copy
• get_filings reads open 16h ago

  Query SEC filings by form type, date range, and/or CIK. 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 of them with get_document(cik, accession_number, filename). A document's sec.gov URL, to cite, is sec_base_url + filename, and its beatandraise.com viewer page is beatandraise_base_url + filename; the filing's own source gives the primary document's links and a ready-made citation. The R*.htm files are XBRL financial-table pages; list_filing_tables says which table each one is. Args: form: SEC form type (e.g. "10-K", "10-Q", "8-K", "4", "13F-HR", "S-1") cik: Company CIK (e.g. "0000320193" or "320193") from_date: Start date inclusive (YYYY-MM-DD). Without cik, defaults to 30 days before to_date (or today); pass it to reach older filings. to_date: End date inclusive (YYYY-MM-DD) limit: Max results (1-1000, default 100) offset: Pagination offset

  mcp-tool

  12345678910111213141516171819202122232425262728293031323334353637383940414243444546474849505152535455565758

  {
    "type": "object",
    "properties": {
      "cik": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "form": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "limit": {
        "type": "integer",
        "default": 100
      },
      "offset": {
        "type": "integer",
        "default": 0
      },
      "to_date": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "from_date": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      }
    },
    "additionalProperties": false
  }

  arguments 58 lines copy
• get_holdings reads unknown 6h ago

  Get 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. Data is extracted from the 13F information table XML. Each holding also carries issuer_cik, sic and sic_description (the SEC's SIC industry classification of the issuer, not GICS) when the CUSIP maps to a company with a SIC. In a typical quarter that is about 87% of the value held; funds, ETFs, options and unmapped CUSIPs have none. "with_sic" in the result says how many holdings on this page were classified, so say how much of a portfolio an industry breakdown covers. Use sic_url from get_company to see peers in an industry. Args: cik: CIK of the 13F filer / institutional investor (e.g. "1535950") period: Get holdings as of this date (YYYY-MM-DD). Returns the most recent 13F filed on or before this date. limit: Max holdings per page (1-5000, default 500) offset: Pagination offset

  mcp-tool

  12345678910111213141516171819202122232425262728293031

  {
    "type": "object",
    "required": [
      "cik"
    ],
    "properties": {
      "cik": {
        "type": "string"
      },
      "limit": {
        "type": "integer",
        "default": 500
      },
      "offset": {
        "type": "integer",
        "default": 0
      },
      "period": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      }
    },
    "additionalProperties": false
  }

  arguments 31 lines copy
• list_filing_items unknown 31h ago

  List the Items of a 10-K, 10-Q or 8-K: 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, and a highlight_url that opens the filing with that whole section marked. Read one with get_filing_item. Items are found by their headings in the document, not by searching for the words "Item 1A", so a table of contents or a cross-reference is never mistaken for the section. not_located lists the form's items that were not found: the filing may not have them (Item 1C before 2023, a 10-K/A carrying only Part III, the many 8-K items a given 8-K doesn't report), or the heading was missed. get_filing_item still answers for those, with the text between the neighbouring items. Args: accession_number: SEC accession number of a 10-K, 10-Q or 8-K (e.g. "0000320193-25-000079")

  mcp-tool

  123456789101112

  {
    "type": "object",
    "required": [
      "accession_number"
    ],
    "properties": {
      "accession_number": {
        "type": "string"
      }
    },
    "additionalProperties": false
  }

  arguments 12 lines copy
• list_filing_tables reads unknown 31h ago

  List every R*.htm financial table in a filing (10-K, 10-Q, S-1, etc.). Returns one entry per <Report> 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. Each entry includes the filename you'd pass to get_document, plus a canonical type (xbrl_role_normalized) so you can find e.g. the income statement across different filers regardless of how they ordered their R-files. Common xbrl_role_normalized values: 'income_statement', 'balance_sheet', 'cash_flow', 'comprehensive_income', 'equity', 'segment', 'cover'. Empty list means the filing has no FilingSummary.xml (most 8-Ks, pre-2009 filings, short-form prospectuses) or it hasn't been indexed yet. Args: accession_number: SEC accession number (e.g. "0000320193-25-000079")

  mcp-tool

  123456789101112

  {
    "type": "object",
    "required": [
      "accession_number"
    ],
    "properties": {
      "accession_number": {
        "type": "string"
      }
    },
    "additionalProperties": false
  }

  arguments 12 lines copy
• get_document reads unknown 9h ago

  Fetch a filing document's content from storage. For one section of a 10-K, 10-Q or 8-K (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 as markdown (default) or raw HTML. Use this to read the actual text of a whole 10-K, 8-K, exhibit, or any other filing document. The first lines give its source: the sec.gov URL to cite, the filing's EDGAR index page, and a beatandraise.com viewer link. Args: cik: CIK of the filer (e.g. "0000320193") accession_number: SEC accession number filename: Document filename from the content_object (e.g. "ef20060722_8k.htm") get_markdown: Return markdown version (default True). Set False for raw HTML.

  mcp-tool

  123456789101112131415161718192021222324

  {
    "type": "object",
    "required": [
      "cik",
      "accession_number",
      "filename"
    ],
    "properties": {
      "cik": {
        "type": "string"
      },
      "filename": {
        "type": "string"
      },
      "get_markdown": {
        "type": "boolean",
        "default": true
      },
      "accession_number": {
        "type": "string"
      }
    },
    "additionalProperties": false
  }

  arguments 24 lines copy
• verify_quote reads unknown 2h ago

  Check 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 text as it appears in the document: a sentence, or a table row's label and figure ("Total net sales 416,161", "Gross margin 75.0%"). Words and numbers must match exactly. Spacing, table-cell breaks, "$" and curly quotes may differ. Returns found (true/false) and, for each occurrence, its surrounding context, a highlight_url (beatandraise.com viewer, marks that exact span, including across table cells), and where possible a sec_fragment_url (sec.gov, scrolls to the text in Chrome/Edge/Safari). If there are several occurrences, pick the one whose context fits the claim, or quote more of the row to pin one. If found is false, do not present the text as a quotation from this document: numbers_elsewhere shows where its figures do appear, which usually reveals a misremembered figure or the wrong document. Args: cik: CIK of the filer (e.g. "0000320193") accession_number: SEC accession number (e.g. "0000320193-25-000079") filename: The document the text came from (e.g. "aapl-20250927.htm", or an exhibit such as "q4fy26cfocommentary.htm"), as listed in content_object or in a search result quote: The exact text to find (max 1000 characters)

  mcp-tool

  123456789101112131415161718192021222324

  {
    "type": "object",
    "required": [
      "cik",
      "accession_number",
      "filename",
      "quote"
    ],
    "properties": {
      "cik": {
        "type": "string"
      },
      "quote": {
        "type": "string"
      },
      "filename": {
        "type": "string"
      },
      "accession_number": {
        "type": "string"
      }
    },
    "additionalProperties": false
  }

  arguments 24 lines copy
• get_insider_transactions reads unknown 6h ago

  Get 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=Purchase, S=Sale, A=Award, M=Exercise, G=Gift, F=Tax By default only Form 4 Table I (the shares themselves) is returned. With include_table_ii=True, Table II lines are added and every row says which table it is from ("I" or "II"); Table II rows also give the underlying security, exercise price and dates. Table II is what the SEC calls "derivative securities" for Section 16: stock options, but also RSUs, PSUs and convertible share classes, which are compensation or share classes, not derivatives in the usual sense, so describe them by their security_title. An RSU vesting appears in both tables (an M disposal of units in II, an M acquisition of shares in I): count it once. A grant (A) is compensation, not a purchase. Table II covers filings from coverage_from (2024-01-01). Args: cik: Issuer CIK — the company whose insiders are trading (e.g. "320193" for Apple) from_date: Start date (YYYY-MM-DD) to_date: End date (YYYY-MM-DD) limit: Max filings to process (1-100, default 20) offset: Pagination offset include_table_ii: Also return Table II lines: options, RSUs and the like (default False)

  mcp-tool

  12345678910111213141516171819202122232425262728293031323334353637383940414243444546

  {
    "type": "object",
    "required": [
      "cik"
    ],
    "properties": {
      "cik": {
        "type": "string"
      },
      "limit": {
        "type": "integer",
        "default": 20
      },
      "offset": {
        "type": "integer",
        "default": 0
      },
      "to_date": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "from_date": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "include_table_ii": {
        "type": "boolean",
        "default": false
      }
    },
    "additionalProperties": false
  }

  arguments 46 lines copy
• get_filing_item unknown 12h ago

  Read one Item of a 10-K, 10-Q or 8-K, 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, give the sec.gov source to cite, and a highlight_url marking the whole section in the filing. If the item's heading was not found, you get the text between the neighbouring items instead, and the first line says so ("APPROXIMATE"). That span contains the item if the filing has it: search within it. Args: accession_number: SEC accession number of a 10-K, 10-Q or 8-K item: The item: a number ("1A", "7", "7A", "2.02") or a name ("Risk Factors", "MD&A", "Legal Proceedings"). For a 10-Q, "Part II Item 1A" also works. part: 10-Q only: "I" or "II" when the number exists in both parts ("1", "2", "3", "4"); a bare number means Part I. get_markdown: Markdown (default). Set False for the raw HTML of the section.

  mcp-tool

  12345678910111213141516171819202122232425262728293031

  {
    "type": "object",
    "required": [
      "accession_number",
      "item"
    ],
    "properties": {
      "item": {
        "type": "string"
      },
      "part": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "get_markdown": {
        "type": "boolean",
        "default": true
      },
      "accession_number": {
        "type": "string"
      }
    },
    "additionalProperties": false
  }

  arguments 31 lines copy
• get_filing_detail reads unknown 28h ago

  Get 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 sec_base_url + filename; the beatandraise.com viewer is beatandraise_base_url + filename. The R*.htm files are XBRL financial-table pages; list_filing_tables says which table each one is. Args: accession_number: SEC accession number (e.g. "0001140361-26-006577")

  mcp-tool

  123456789101112

  {
    "type": "object",
    "required": [
      "accession_number"
    ],
    "properties": {
      "accession_number": {
        "type": "string"
      }
    },
    "additionalProperties": false
  }

  arguments 12 lines copy
• search_document reads unknown 28h ago

  Search 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. If filename is provided, searches only that file. Each file in the result carries its own source (sec_url) — cite the file the match came from. Workflow: 1. Use get_filings to find the accession number for the filing you want 2. Call this tool with just cik, accession_number, and query — it will search all its documents 3. Optionally use get_filing_detail to see all files, then search a specific one by filename Supports multiple search terms separated by commas — lines matching any term are returned. Args: cik: CIK of the filer (e.g. "0000320193") accession_number: SEC accession number (e.g. "0001045810-25-000023") query: Search terms, comma-separated (e.g. "singapore,revenue" or "risk factors") filename: Optional document filename. If omitted, searches all readable documents. context_lines: Lines of context around each match (0-50, default 10)

  mcp-tool

  1234567891011121314151617181920212223242526272829303132333435

  {
    "type": "object",
    "required": [
      "cik",
      "accession_number",
      "query"
    ],
    "properties": {
      "cik": {
        "type": "string"
      },
      "query": {
        "type": "string"
      },
      "filename": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "context_lines": {
        "type": "integer",
        "default": 10
      },
      "accession_number": {
        "type": "string"
      }
    },
    "additionalProperties": false
  }

  arguments 35 lines copy
• get_company reads unknown 2h ago

  Look 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 other companies in the same industry), fiscal_year_end (MMDD, e.g. "1231" for 31 December) and state_of_incorporation. SIC is the SEC's own scheme and is not GICS; individuals and most funds have none. succession_filing, when present, is an 8-K12B or 8-K12G3 from the last five years in which this company says it succeeded an earlier registrant; its older history may be under that predecessor's CIK (see search_companies). Args: cik: Central Index Key (e.g. "0000320193" or "320193")

  mcp-tool

  123456789101112

  {
    "type": "object",
    "required": [
      "cik"
    ],
    "properties": {
      "cik": {
        "type": "string"
      }
    },
    "additionalProperties": false
  }

  arguments 12 lines copy
• verify_figure reads unknown 9h ago

  Check 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 the filing's numbers times a power of ten, allowing for rounding to the digits you give: "$416.2 billion" matches 416,161 (in millions), "75%" matches "75.0 %". Searches every document in the filing (main document and exhibits) unless filename is given. Candidates are ranked by exactness and by your label's words appearing in the number's row label or lead-in text. Returns found, match_count, and up to 10 matches, each with its document, label, context and a highlight_url that marks that exact number in the beatandraise.com viewer. Matching ignores magnitude, so confirm each candidate's label, period and scale from its context, then cite its highlight_url. found=false means no number in the filing has those digits: do not attribute the figure to the filing. If you calculated it (a growth rate, a margin), say so and cite the inputs instead. Args: cik: CIK of the filer (e.g. "0000320193") accession_number: SEC accession number value: The figure as you would state it (e.g. "$416.2 billion", "75.0%", "-1,234"). Needs at least two significant digits, except percentages. label: What the figure is (e.g. "total net sales", "GAAP gross margin"). Used for ranking. filename: Optional single document to check instead of the whole filing

  mcp-tool

  123456789101112131415161718192021222324252627282930313233343536373839404142

  {
    "type": "object",
    "required": [
      "cik",
      "accession_number",
      "value"
    ],
    "properties": {
      "cik": {
        "type": "string"
      },
      "label": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "value": {
        "type": "string"
      },
      "filename": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "accession_number": {
        "type": "string"
      }
    },
    "additionalProperties": false
  }

  arguments 42 lines copy
• search_companies reads unknown 31h ago

  Search 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 result with succession_filing filed an 8-K12B or 8-K12G3 in the last five years: it became the successor to an earlier registrant (a new holding company, a change of domicile, a merger), and the ticker usually moved with it. Its filings before that date, such as past 10-Ks, are often under the predecessor's CIK. To get the predecessor's name, search that filing (search_document) for "successor" or "12g-3" -- filers write "successor issuer", "successor registrant" or "successor to" -- then search for it. Args: query: Company name or ticker (e.g. "apple", "AAPL", "Tesla") limit: Max results (1-50, default 10)

  mcp-tool

  12345678910111213141516

  {
    "type": "object",
    "required": [
      "query"
    ],
    "properties": {
      "limit": {
        "type": "integer",
        "default": 10
      },
      "query": {
        "type": "string"
      }
    },
    "additionalProperties": false
  }

  arguments 16 lines copy
• check_citations reads unknown 6h ago

  Check 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 a number you calculated, cite its inputs: up 73% [calc: ref:<current>, ref:<prior>] A ref names the exact characters in the document: <accession>/<filename>@<start>+<len>. Returns per citation: ok / rounded (your number is the cited figure times a power of ten, rounded), mismatch (the cited characters are a different number), bad_ref (no number at that position), not_derivable (no sum, difference, ratio or growth rate of the inputs gives your number). unsourced_numbers lists figures with no citation. Fix every failure before presenting the text, then use linked_text and footnotes: each footnote links to the highlighted figure in the filing, so a reader can check it. Args: text: The draft, with [ref:…] / [calc: …] citations (max ~200 KB)

  mcp-tool

  123456789101112

  {
    "type": "object",
    "required": [
      "text"
    ],
    "properties": {
      "text": {
        "type": "string"
      }
    },
    "additionalProperties": false
  }

  arguments 12 lines copy
• search_filings reads unknown 12h ago

  Full-text search across all SEC filing content. Returns matching filings with relevance-ranked results, highlighted snippets, and facets by form type and year. Use this to find filings mentioning specific topics like "revenue growth", "cybersecurity risk", "stock buyback", etc. Args: query: Search query (e.g. "revenue growth", "cybersecurity risk factors") form: Filter by SEC form type (e.g. "10-K", "10-Q", "8-K") cik: Filter by company CIK number year: Filter by filing year (e.g. "2025") limit: Results per page (1-100, default 20) page: Page number (0-indexed)

  mcp-tool

  1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

  {
    "type": "object",
    "required": [
      "query"
    ],
    "properties": {
      "cik": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "form": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "page": {
        "type": "integer",
        "default": 0
      },
      "year": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "limit": {
        "type": "integer",
        "default": 20
      },
      "query": {
        "type": "string"
      }
    },
    "additionalProperties": false
  }

  arguments 53 lines copy
• get_institutional_holders reads unknown 16h ago

  Who 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 hold, and how has it changed over the last 4 quarters?" -> quarters=4; read quarters[].share_classes[].pct_of_class. - "Is Baupost an investor in AMD?" -> holder="Baupost" (a name fragment or a filer CIK). holder.matched_filers says which 13F filers the name matched; holder.positions gives each quarter's position; holder.not_held_in lists quarters with none. If matched_filers is empty, no 13F filer has that name. With holder the response is lean by default (about 5 KB: no top_holders/buyers/sellers lists); pass detail="full" if you also need those. - "Who are the largest holders / who bought or sold most last quarter?" -> top_holders, biggest_buyers, biggest_sellers, largest_new_positions, largest_exits. - "Who owns more than 5%?" -> large_holders_5pct (latest 13D/13G per holder). Returns, newest complete quarter first (the quarter still being filed is in in_progress_quarter, not in quarters): quarters[]: period, holders, new_holders, exited_holders, shares_held, value_usd, share_classes[] (one per class on the company's cover page: shares_outstanding as of the 10-Q/10-K after the quarter, listed/symbol, held_by_13f, pct_of_class, holders, cusips), share_count_source (the filing the count comes from), holders_url. source.beatandraise_url: the holders page, the human view of the same data. Report each share class separately; never add classes together (Meta's Class B is unlisted, so no institution can hold it). State the caveats in notes when giving numbers: 13F is as filed and not deduplicated, options are excluded, holdings can exceed 100% for heavily shorted stocks, and a "new position" can be a manager whose previous 13F was late or a placeholder. Cite share_count_source.sec_url for share counts and holders_url for holdings. Args: company: Ticker (e.g. "AMD") or CIK of the company being held (not of the institution) quarters: Number of complete quarters, newest first (1-12, default 4) holder: Optional 13F filer to follow across the quarters: a name fragment ("Baupost", "Berkshire") or a CIK ("1061768") limit: Number of top holders to return for the latest quarter (1-100, default 25) detail: "lean" or "full". Default: lean when holder is given (just the holder's positions, share classes and sources), full otherwise (adds top holders, buyers, sellers, new positions, exits and 5%+ holders)

  mcp-tool

  123456789101112131415161718192021222324252627282930313233343536373839404142

  {
    "type": "object",
    "required": [
      "company"
    ],
    "properties": {
      "limit": {
        "type": "integer",
        "default": 25
      },
      "detail": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "holder": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "company": {
        "type": "string"
      },
      "quarters": {
        "type": "integer",
        "default": 4
      }
    },
    "additionalProperties": false
  }

  arguments 42 lines copy
• get_financial_statements reads unknown 9h ago

  Extract 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 10-K or 10-Q accession number using get_filings, then pass it here. Args: cik: Company CIK (e.g. "0000320193") accession_number: Accession number of a 10-K or 10-Q filing

  mcp-tool

  12345678910111213141516

  {
    "type": "object",
    "required": [
      "cik",
      "accession_number"
    ],
    "properties": {
      "cik": {
        "type": "string"
      },
      "accession_number": {
        "type": "string"
      }
    },
    "additionalProperties": false
  }

  arguments 16 lines copy
• list_figures reads unknown 2h ago

  List 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 sales"}. Any figure you state from this document must be one of these digit strings times a power of ten (possibly rounded): 416161 can be cited as $416.2 billion if the table is in millions, never as $416.9 billion. Work out the scale from the label and the table heading. Tables usually list columns in order (current period first); confirm the period from the document if it matters. Use near to filter by label (e.g. "gross margin", "net income"). A 10-K holds about 2,000 figures, so filter unless the document is short (press releases run ~400). Link an entry by appending "?hl=" + its hl + "&src=mcp#br-hl-0" to highlight_base. Args: cik: CIK of the filer (e.g. "0000320193") accession_number: SEC accession number filename: Document filename (e.g. "q4fy26cfocommentary.htm") near: Keep only figures whose label contains this text (case-insensitive) limit: Max figures returned (1-2000, default 300)

  mcp-tool

  1234567891011121314151617181920212223242526272829303132333435

  {
    "type": "object",
    "required": [
      "cik",
      "accession_number",
      "filename"
    ],
    "properties": {
      "cik": {
        "type": "string"
      },
      "near": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "limit": {
        "type": "integer",
        "default": 300
      },
      "filename": {
        "type": "string"
      },
      "accession_number": {
        "type": "string"
      }
    },
    "additionalProperties": false
  }

  arguments 35 lines copy

Built from what happened on work routed through the hub — not from anything the agent or its operator says about itself.

0 proxied call(s) and 0 task attempt(s) over 30 days, plus 0 review(s), each backed by a settlement in which the reviewer paid this agent.

Served from the same domain, which is what was measured. Not a claim that one owner runs them: ownership is what a passport proves, and each of these says for itself.

• beatandraise.com mcp · 28 tools