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Edgar & Edgarette: SEC Filing Boards MCP server

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by HuangGoodmanAgency·io.github.HuangGoodmanAgency/edgar-and-edgarette·v1.1.0

SEC filing boards and actuarial checks: companies, portfolios vs insurers, reinsurers, cash records.

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Edgar & Edgarette: SEC Filing Boards tools (24)

write = sends, deletes, buys or posts
  • get_agreementsFree

    Answers: Which public companies signed a material agreement this week? The reply opens with a one-line answer and its date. Material Agreements. SEC 8-K Item 1.01 · sponsorships, naming rights, partnerships. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  • get_ai_leadersFree

    AI Leaders: 12 US public companies in the AI business, read from their own SEC annual reports — revenue, growth, operating margin, research spending, equity, return on equity, Edgarette’s 80% revenue range. No prices, no ratings. Free, CC BY 4.0.

  • get_annual_meetingsFree

    Answers: Which public companies filed an annual meeting proxy this week? The reply opens with a one-line answer and its date. Annual Meetings. SEC Form DEF 14A · definitive proxy statements. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  • get_auditor_watchFree

    Answers: Which public companies changed auditors, or said past financials cannot be relied on, this week? The reply opens with a one-line answer and its date. Auditor Watch. SEC 8-K Items 4.01 and 4.02 · auditor changes and non-reliance. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  • get_board_testFree

    The boards’ own calls, locked at the 6 Oct 2026 close with a SHA-256 receipt and scored against what happened: places for cash for 1, 3 and 6 months (paid what it said, no loss), cash cows and cash machines (beat the S&P 500 fund on total return, same dates), and Edgarette’s 12-month expected-return calls (landed inside her 80% range). A test of the boards, not advice.

  • get_brand_recordFree

    Answers: what is this company’s brand record, as filed? For any US SEC filer (name, ticker or CIK): every name it has filed under with dates (renames told apart from style-only changes), tickers and exchanges, and its brand-moving 8-K filings (officer changes, charter amendments, acquisitions, control changes, material agreements, cybersecurity incidents), each linked to the filing, with a one-line answer and a citation line for media. From SEC EDGAR via POPS4. Free, CC BY 4.0.

  • get_breachesFree

    Answers: Which public companies have disclosed a cybersecurity incident to the SEC? The reply opens with a one-line answer and its date. Breach Clock. SEC 8-K Item 1.05 · every filer · same day. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  • get_cash_leadersFree

    This week’s cash leaders from audited SEC filings: the top 20 US companies ($2B+) by cash returned to owners (dividends + net buybacks ÷ market value), by operating cash earned ÷ market value, and by expected return among steady earners (income yield + Edgarette’s 80% revenue range). Also short-term places (Treasury-bill, floating-rate and ultra-short funds from their N-PORT filings: monthly returns, worst month, holdings mix) and monthly dividend payers (10-K verified, with yield, coverage, leverage, book value change, dividend cuts and warning signs). Every company passes a soundness screen first: no warning filing in 12 months, assets greater than liabilities, 4+ audited years. Ranked screens, not recommendations; prices are the latest quarter-end 13F prices.

  • get_charter_amendmentsFree

    Answers: Which public companies changed their name, charter or bylaws this week? The reply opens with a one-line answer and its date. Charter Amendments. SEC 8-K Item 5.03 · articles, bylaws, fiscal year · renames flagged. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  • get_cmo_movesFree

    Answers: Which public companies changed a top officer this week? The reply opens with a one-line answer and its date. Officer Moves. SEC 8-K Item 5.02 · departures and appointments. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  • get_company_performanceFree

    Edgar & Edgarette performance card for any SEC filer (name, ticker or CIK): recent filings, then an actuarial-style reading of its audited 10-K figures (exposure, experience, credibility, an if-the-pace-held range, cautions). Every figure is the company's own, from SEC EDGAR, with source links. Reporting, not investment advice. From POPS4; confirmations: Jenny Huang Goodman MPA MSc MHSA, Principal.

  • get_continuation_fundsFree

    Answers: who is raising private-equity continuation funds? Every Form D / D/A in the last 12 months that names a continuation fund or vehicle, one row per fund (latest filing), with the amounts the fund itself reported: total offering, amount sold so far, first-sale date, state, and a link to the filing. Shows who is raising, not the size of the secondary market. Free, CC BY 4.0.

  • get_cyber_disclosuresFree

    Answers: Which public companies disclosed a cybersecurity incident voluntarily, without declaring it material? The reply opens with a one-line answer and its date. Cyber Disclosures. SEC 8-K Items 8.01 and 7.01 · cybersecurity incidents disclosed voluntarily · the filer’s own sentence. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  • get_energy_leadersFree

    Renewable & Geothermal Energy: 12 US public companies in solar, wind, grid, fuel cells and geothermal, read from their own SEC annual reports — the same fields as get_ai_leaders. No prices, no ratings. Free, CC BY 4.0.

  • get_etf_healthFree

    Look through a US-registered ETF (e.g. SPY, QQQ, DIA, IWM, XLF): its latest SEC N-PORT holdings, each stock matched to its SEC filer, and Health Watch (late filings, bankruptcy, listing notices, restructuring, impairments, cyber incidents, auditor changes) on the largest holdings, with the share of the fund they represent. For stock funds: a fund under half in common stock (bond, cash or fund-of-funds) returns coverage.covered = false and no boat. Display only, not a rating. Free, CC BY 4.0.

  • get_etf_leagueFree

    Answers: which major US ETFs carry the fewest warning signs right now? SPY, QQQ, DIA, IWM and the 11 sector funds, each read through its latest SEC N-PORT holdings: boat (number of warning signs, each named), share of the fund in companies with warning filings, top-10 weight, effective holdings, largest sector and share checked. Ordered fewest signs first. No combined grade; display only, not a rating. Free, CC BY 4.0.

  • get_ipo_watchFree

    Answers: Which companies filed to go public this week? The reply opens with a one-line answer and its date. IPO Watch. SEC Form S-1 · companies registering to go public. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  • get_mergersFree

    Answers: Which public companies completed an acquisition or changed control this week? The reply opens with a one-line answer and its date. Identity Mergers. SEC 8-K Items 2.01 and 5.01 · completed acquisitions and control changes. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  • get_portfolio_healthFree

    Read a whole stock portfolio through SEC filings: give a 13F filer’s CIK (a pension fund or manager) or a list of holdings [{ticker, weight}]. Funds are looked through to their N-PORT holdings. Returns Health Watch warning share, concentration (top 10, effective holdings), sector mix, Edgarette’s revenue-range width, cash conversion, growth, dividends, equity ratio, the Cash Compass mix, the Health Harbor boat, overlap and risks. Display only, not a rating. Free, CC BY 4.0.

  • get_reinsurer_strengthFree

    Reinsurer strength from SEC filings, for placing reinsurance: capital and growth, premiums and reserves to capital, five years of reserve development (Schedule VI: strengthened or released, % of opening reserves), accident-year loss ratio, return on capital, debt, investments to net reserves, warning filings, and a boat (count of six published warning signs). Property & casualty reinsurers plus RGA (life). A description from filings, not a rating; ratings and regulatory capital are not SEC data.

  • get_restructuringFree

    Answers: Which public companies reported restructuring costs this week? The reply opens with a one-line answer and its date. Restructuring. SEC 8-K Item 2.05 · costs associated with exit or disposal. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  • get_sweep_recordFree

    Kept its word: whether each place an actuary might sweep cash into did what it said, month by month, from SEC filings. Money-market funds (N-MFP3: SEC Rule 2a-7 liquidity and $1 price held every business day, 7-day yield), short-term Treasury and bond funds (N-PORT: months without a loss, worst month, compounded return), and monthly dividend payers (10-K: years the dividend held, yield, boat signs). Give a ticker for one record, or none for all. Facts from filings, not advice.

  • price_programFree

    Price the program a filing usually calls for (e.g. mergers -> welcoming the new team; cmo-moves -> a new leader's launch), live from the POPS4 catalogue at wholesale. Returns total, per head, tier band, links to price it further, and the person who confirms it: Jenny Huang Goodman MPA MSc MHSA, Principal.

  • watch_companyFree

    Follow a company's SEC filings: returns feed links to read whenever needed — the SEC's own Atom feed of every filing, plus Edgar & Edgarette's card and its JSON. Argument: company (name, ticker) or cik. No email is sent and nothing is stored.

Public scan report

scanner v0.1.10 · 2026-10-14 · same rubric, same numbers if you re-run it

no findings
  • –Code scanremote-only server, no package to scann/a
  • Live reliabilityremote reachable in 944ms20/20
  • Tool poisoning24 tool descriptions checked15/15
  • Auth qualityopen endpoint, read-only tools10/15
  • Maintenancelast push 1 days ago15/15
  • Maintainer identityregistry namespace matches repository owner6/10
Overall 88/100. Components that don't apply are left out of the denominator. Any critical finding is an F.RubricAppeal a findingJSON

How Edgar & Edgarette: SEC Filing Boards compares

Against every graded MCP server, from our own scans and uptime checks. Updated after each scan run.

Safety score
88/100
higher than 75% of 48,243 servers
Tools
24
the typical server has 7
Tools that change things
0%
typical: 0%. Fewer write tools means less an agent can break
Uptime
100%
of our recent checks; the typical remote server answers 100%
Response time
204 ms
faster than 66% of 30,027 servers

What its tools let an agent do: 24 read

Release history: 2 versions in the registry since 2026-09-19, latest 2026-10-08, typically one every 19 days.

Install Edgar & Edgarette: SEC Filing Boards in Claude Code, Cursor or VS Code

claude mcp add --transport http edgar-and-edgarette https://www.pops4.com/boards/mcp
Add to Cursor

What the publisher says

From the Edgar & Edgarette: SEC Filing Boards repository's README, as published. We do not edit it. Read it on GitHub

POPS4 Filing Boards

Nine public tables built from United States SEC filings, published the day those filings appear.

Live boards: https://www.pops4.com/boards Licence: CC BY 4.0 — free to use with credit to POPS4.

What this is

When a public company has something material happen — a cybersecurity incident, a completed acquisition, a new officer, a charter amendment, a major agreement — it must tell the SEC, in public, that day. This repository publishes those filings as plain tables, sorted by what the company itself declared, with a link back to every original document.

Nothing here is written. Nothing is interpreted. It is a record, not an article.

The rule

Every value either comes from a document we link, or is a number we computed.

There is no author and no opinion. Where a row carries a quotation, it is the company's own sentence, verbatim, from the press release exhibit attached to its filing, with that filing linked beside it.

The only claim any row makes is this company filed this document on this date, which either is or is not true, and can be checked in one click. Where a filing is ambiguous we undercount rather than guess.

Edgar & Edgarette

The boards have two voices, and both keep the rule above.

(ASOP No. 41, 25, 23): exposure, experience, credibility, an 80% range, cautions, and a comparison with industry peers. Every figure is the company's own, from its audited filings.

  • Edgar, the reporter, says what happened: who filed what with the SEC, and when.
  • Edgarette, the actuary, says what it means in numbers, in the order of an actuarial report

Ask about any SEC filer at https://www.pops4.com/boards/ask.json?q=PEP, in the box on any board, or through the MCP tool getcompanyperformance.

actually turned out. The live method is v3: fitted on 11,128 company-years (2018–22), width tuned on 2023, then tested on 2024, a year the fit never saw — 83.2% of outcomes landed inside, at a median width of ±19.2%. Across all history it holds 69% of 7,172 company-years against an 80% target, which is published rather than buried. Two retired methods keep their record on the same page: v2 held 76% of 563, v1 held 26% of 506. Their logged ranges stay in the ledger and are still scored.

  • The 80% range is tested, not asserted. It is set from how 7,847 SEC company-years

when the next 10-K arrives: https://www.pops4.com/boards/scorecard.

  • Misses are published. Every range is logged once per company per fiscal year and scored

should no longer be relied on), Edgarette marks her weight down one step until a new 10-K is filed, and links the filing.

  • Credibility moves with the record. When a company files 8-K Item 4.02 (earlier statements
  • Numbers, never advice. No buy or sell views, no price targets, no positions held.

The forecast ledger, and why it is anchored here

data/forecast-ledger.csv is the smallest and least replaceable thing in this repository.

Every board above can be rebuilt by anyone, because SEC filings are public. A range cannot. A range is only worth something if it was published before the outcome was known, and nothing that can be regenerated afterwards proves that. So each range is logged once per company per fiscal year, fingerprinted, and left alone until the company's next annual report arrives to settle it. A logged range is never quietly adjusted.

Each row carries its own fingerprint. What this repository adds is a fingerprint of the whole set, written into a commit whose timestamp belongs to GitHub rather than to us. Anyone can recompute a hash; nobody can back-date somebody else's commit.

Shortened. The full README is on GitHub.

Nothing above is checked by us. What we check is on the safety report.

Grade history

  • 2026-09-19restoreB → Ascore 88

Edgar & Edgarette: SEC Filing Boards: common questions

Is Edgar & Edgarette: SEC Filing Boards MCP server safe?
Yes, by our scan: it is graded A (88/100). Read the Edgar & Edgarette: SEC Filing Boards safety report
How do I install Edgar & Edgarette: SEC Filing Boards?
It runs remotely at www.pops4.com. Add it to Claude Code, Cursor, VS Code or Claude Desktop with the snippets above, or call it through the mcp.market gateway without installing anything.
Does Edgar & Edgarette: SEC Filing Boards need an API key?
Not as far as the registry entry and our scan can tell: no credentials are declared or required.
Is Edgar & Edgarette: SEC Filing Boards maintained?
The last commit was 23 days ago (2026-10-13). The latest release is v1.1.0.
Is Edgar & Edgarette: SEC Filing Boards up?
100% of our last 28 checks got an answer. We check remote servers about four times a day.
What can I use instead of Edgar & Edgarette: SEC Filing Boards?
Servers from other publishers that do the same job: EdgarTools MCP server.
How does Edgar & Edgarette: SEC Filing Boards compare with other MCP servers?
safety score 88/100 (higher than 75% of 48,243 servers); tools 24 (the typical server has 7); tools that change things 0% (typical: 0%. Fewer write tools means less an agent can break). Full comparison.

Alternatives to Edgar & Edgarette: SEC Filing Boards

Same job from other publishers: the closest match first, then the best rated.

  • EdgarTools
    Open-source SEC EDGAR toolkit — 13 tools, 7 prompts, every filing type. No API key required.
    A