Sec Financial Statements MCP server

@pipeworx/sec-financial-statements

Dimensioned XBRL facts and tagged note text from SEC's DERA "Financial Statement and Notes" data sets — the layer beneath data.sec.gov companyfacts/frames (what edgar and sec-xbrl call), which expose undimensioned facts only. A segment-level revenue number, a geography breakdown, a footnote-tagged hedge notional — none of that is reachable through companyfacts/frames at all; it only exists in SEC's bulk data sets. Hosted, keyless to the caller.

Part of Pipeworx — an MCP gateway connecting AI agents to 1686+ live data sources.

Status at commit time: schema + tools + loader are code-complete; NO PERIOD IS LOADED YET. The

migration (supabase/migrations/219secfinancial_statements.sql) has not been applied to

production and this pack has not been deployed. See "Why this ships without data" below — this is

deliberate, not an oversight, and the next step is written down there.

Tools

name, ILIKE-matched, or a CIK). Each fact carries its period, value, unit and — when dimensioned — the segment/geography axis it belongs to, resolved through secfsndimensions rather than left as a bare hash. This is the tool that answers what companyfacts/frames structurally cannot: "Flutter Entertainment's cross-currency interest rate swap notional" is a DerivativeNotionalAmount fact dimensioned by hedge designation, not a consolidated total.

• companyfinancialfacts(company?, cik?, tag?, limit?) — dimensioned facts for one filer (give a

for ONE tag in one period, ranked — the inverse of a per-company lookup ("who reported the highest AccountsPayableCurrent this quarter").

• tagcrosscompanyscreen(tag, version?, ddate?, dimensionedonly?, limit?) — every filer's value

over tagged note/footnote text blocks — the disclosure prose behind the numbers. Searches tagged note blocks only, not full filing text; see "edgarfilingtext vs. this pack" below.

• notetextsearch(query, company?, tag?, limit?) — full-text search (Postgres english tsvector)

Call this first when a lookup returns nothing — coverage is real and finite, never silently assumed.

• fsn_coverage() — which periods are loaded and how many submissions/facts/note blocks each holds.

edgarfilingtext vs. this pack — complementary, not duplicative

edgarfilingtext (fixed 2026-09-29, fleet #2500, commit 7ab72cdca) does pipe-separated multi-phrase prose search over a filing's rendered text and attaches the one XBRL fact matched to that exact accession when a phrase reads as a financial concept. This pack is the opposite shape: a structured database of every tagged numeric fact (dimensioned included) and every tagged note text block across whichever periods are loaded, queryable by tag/company/period without needing to guess a search phrase that happens to appear verbatim in the rendered document. Use edgarfilingtext to find a fact inside one specific filing's prose; use this pack to screen across companies, pull a full dimensional breakdown, or search note text across many filings at once.

Why this ships without data

Sizes were explicitly UNVERIFIED when this pack was filed (fleet #2506) — "measure first." Measured live against the newest available period (202608notes.zip, HTTP 200, content-length: 312,729,503 compressed): ~2.46GB uncompressed across the six tables this pack loads, num.tsv alone 5,563,767 rows / 1.14GB. Loading even one period is a real, multi-GB bulk operation over SEC's shared fleet egress (CLAUDE.md, fleet #1245) — not something to run casually inside a build session. Parsing and row-mapping were validated locally against the real 202608notes.zip (every table's header/columns confirmed, dimensioned vs. undimensioned facts correctly distinguished, note text and submission rows read cleanly) — the loader is not speculative, it has been run against real SEC bytes, just not into production yet.

Shortened. The full README is on GitHub.