SEC Filings Grounding Data
The tool
Ground enterprise agents in verifiable SEC filing history — form types, dates and document links — so disclosure answers cite real EDGAR filings.
Once your client is connected to the VerveContext MCP server, this appears in its tool list as SECFilingsGroundingData. It is read-only and open-world: it fetches, it never mutates anything on your side, so most clients will call it without asking you to confirm.
{
"name": "SECFilingsGroundingData",
"arguments": {
"ticker": "AAPL"
}
}What that looks like in a conversation
You don't name the tool — the model picks it. Asking about AAPL in the terms this source covers is enough for it to reach for SECFilingsGroundingData on its own.
Connecting
One server URL covers every source in the catalog, including this one. Authorization is OAuth — the client opens a browser once and there is no key to paste into a config file.
{
"mcpServers": {
"vervecontext": {
"url": "https://api.vervecontext.com/v1/mcp"
}
}
}https://api.vervecontext.com/v1/mcpPer-client setup — Claude Desktop, Cursor, VS Code, ChatGPT — is on the MCP setup page.
Arguments
These are the properties on the tool's inputSchema, so a well-behaved client validates them before the call is made.
| Argument | Type | Example | Description |
|---|---|---|---|
tickerRequired | string | AAPL | Stock ticker symbol (e.g. AAPL, MSFT, ADBE) |
formPremium | string | 10-K | Filter to a single form type (e.g. 10-K, 10-Q, 8-K, 4). |
limitPremium | integer | 10 | Number of filings to return (1-50). Defaults to 5. |
What the model gets back
The result carries a structuredContent object matching the tool's declared outputSchema, so a client can read fields without parsing prose. status is "ok" on success and error is null; a null field means the value wasn't available for that input, not that the call failed.
{
"status": "ok",
"error": null,
"data": {
"ticker": "AAPL",
"cik": "0000320193",
"company": "Apple Inc.",
"sic": "3571",
"sicDescription": "Electronic Computers",
"fiscalYearEnd": "0927",
"totalRecentFilings": 1000,
"count": 4,
"latest": {
"annual": {
"form": "10-K",
"filingDate": "2025-11-01",
"accessionNumber": "0000320193-25-000123",
"primaryDocument": "aapl-20250927.htm",
"url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000123/aapl-20250927.htm",
"daysAgo": 62
},
"quarterly": {
"form": "10-Q",
"filingDate": "2025-08-01",
"accessionNumber": "0000320193-25-000106",
"primaryDocument": "aapl-20250628.htm",
"url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000106/aapl-20250628.htm",
"daysAgo": 154
},
"currentReport": {
"form": "8-K",
"filingDate": "2025-10-30",
"accessionNumber": "0000320193-25-000121",
"primaryDocument": "aapl-20251030.htm",
"url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000121/aapl-20251030.htm",
"daysAgo": 64
}
},
"filings": [
{
"form": "10-K",
"filingDate": "2025-11-01",
"reportDate": "2025-09-27",
"primaryDocDescription": "10-K",
"accessionNumber": "0000320193-25-000123",
"primaryDocument": "aapl-20250927.htm",
"url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000123/aapl-20250927.htm",
"items": null,
"isXBRL": true
},
{
"form": "8-K",
"filingDate": "2025-10-30",
"reportDate": "2025-10-30",
"primaryDocDescription": "8-K",
"accessionNumber": "0000320193-25-000121",
"primaryDocument": "aapl-20251030.htm",
"url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000121/aapl-20251030.htm",
"items": "2.02,9.01",
"isXBRL": trueFields
| Field | Type | Example | Description |
|---|---|---|---|
ticker | string | Stock ticker symbol for the company | |
cik | string | SEC Central Index Key unique identifier | |
company | string | Official registered name of the company | |
sic | string | Standard Industrial Classification code | |
sicDescription | string | Industry description for the SIC code | |
fiscalYearEnd | string | Fiscal year end in MMDD format | |
totalRecentFilings | number | Total filings in the company's recent EDGAR feed | |
count | number | Number of filings returned in this response | |
latest | object | Most recent filing of each headline type | |
└ latest.annualPremium | object | Most recent 10-K annual report | |
└ latest.annual.formPremium | string | Form type (10-K) | |
└ latest.annual.filingDatePremium | string | Date the annual report was filed | |
└ latest.annual.accessionNumberPremium | string | SEC accession number for the filing | |
└ latest.annual.primaryDocumentPremium | string | Primary document filename | |
└ latest.annual.urlPremium | string | Direct link to the filing document | |
└ latest.annual.daysAgoPremium | number | Days since the annual report was filed | |
└ latest.quarterlyPremium | object | Most recent 10-Q quarterly report | |
└ latest.quarterly.formPremium | string | Form type (10-Q) | |
└ latest.quarterly.filingDatePremium | string | Date the quarterly report was filed | |
└ latest.quarterly.accessionNumberPremium | string | SEC accession number for the filing | |
└ latest.quarterly.primaryDocumentPremium | string | Primary document filename | |
└ latest.quarterly.urlPremium | string | Direct link to the filing document | |
└ latest.quarterly.daysAgoPremium | number | Days since the quarterly report was filed | |
└ latest.currentReportPremium | object | Most recent 8-K current report | |
└ latest.currentReport.formPremium | string | Form type (8-K) | |
└ latest.currentReport.filingDatePremium | string | Date the current report was filed | |
└ latest.currentReport.accessionNumberPremium | string | SEC accession number for the filing | |
└ latest.currentReport.primaryDocumentPremium | string | Primary document filename | |
└ latest.currentReport.urlPremium | string | Direct link to the filing document | |
└ latest.currentReport.daysAgoPremium | number | Days since the current report was filed | |
filings | array[4] | Recent filings, most recent first | |
└ filings.0.form | string | SEC form type (10-K, 10-Q, 8-K, 4, ...) | |
└ filings.0.filingDate | string | Date the filing was submitted | |
└ filings.0.reportDate | string | Period or event date the filing reports on | |
└ filings.0.primaryDocDescription | string | Description of the primary document | |
└ filings.0.accessionNumber | string | SEC accession number for the filing | |
└ filings.0.primaryDocument | string | Primary document filename | |
└ filings.0.url | string | Direct link to the filing document | |
└ filings.0.items | object | 8-K item numbers disclosed, when applicable | |
└ filings.0.isXBRL | boolean | Whether the filing includes XBRL structured data | |
analytics | object | ||
└ analytics.formCountsPremium | object | Count of filings by form type in the recent feed | |
└ analytics.formCounts.3Premium | number | ||
└ analytics.formCounts.4Premium | number | ||
└ analytics.formCounts.8-KPremium | number | ||
└ analytics.formCounts.10-QPremium | number | ||
└ analytics.formCounts.10-KPremium | number | ||
└ analytics.formCounts.DEF 14APremium | number | ||
└ analytics.formCounts.SC 13GPremium | number | ||
└ analytics.filingsLast30DaysPremium | number | Number of filings in the last 30 days | |
└ analytics.filingsLast90DaysPremium | number | Number of filings in the last 90 days | |
└ analytics.filingsLast365DaysPremium | number | Number of filings in the last 365 days | |
└ analytics.daysSinceLastFilingPremium | number | Days since the most recent filing of any type | |
└ analytics.daysSinceLastAnnualPremium | number | Days since the most recent 10-K | |
└ analytics.daysSinceLastQuarterlyPremium | number | Days since the most recent 10-Q | |
└ analytics.averageDaysBetweenFilingsPremium | number | Average days between recent filings | |
└ analytics.mostActiveFormPremium | string | Most frequently filed form type |
Why ground on it
A model can produce something that looks like this answer from its training data, and be confidently out of date or simply wrong. This source returns the current value with a shape you can check, which is the difference between an answer you can cite and one you have to hedge.
Point an evaluation at cik: it is the field most worth pinning a claim to, and it is either present and current or absent — never plausibly invented.
Failure modes
Errors come back as tool errors with a sentence the model can act on, not a bare status code.
| Status | What it means |
|---|---|
400 / 422 | The arguments didn't validate. The message names the offending one. |
401 | The OAuth session is invalid or expired — reconnect the server. |
403 | Out of credits. Not a bad key — the month's allowance is spent. |
404 | This source isn't part of VerveContext. Check the catalog. |
429 | Brief rate limit. Retrying after a moment succeeds. |
Other ways to use SEC Filings Grounding Data
Set up SEC Filings Grounding Data on VerveContext, or reach the same source a different way. Your VerveContext account and credits work on all of them — one key, one balance.
Frequently asked questions
Do I have to tell the agent to use SECFilingsGroundingData?
No. The tool's name and description are in the model's context once the server is connected, so it selects the tool when the question calls for it. Naming it explicitly works too and is useful when you want to force the call.
Does connecting the server expose every tool at once?
Yes — one connection lists the whole VerveContext catalog. Clients with a tool budget can usually filter the list; the credit cost is per call, so an unused tool costs nothing.
What does a call cost?
1 credit each time the tool actually runs. A model that reasons about the tool without calling it costs nothing.
Is there a REST version of this?
Yes — the same source is available as a plain HTTPS endpoint on APIVerve, linked above. Same data, same credits, same account.