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Edgar & Edgarette: SEC Filing Boards

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

Measured by MCP Station

Description written by the publisher, not verified

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

Connect

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

{
  "mcpServers": {
    "edgar-and-edgarette": {
      "url": "https://www.pops4.com/boards/mcp"
    }
  }
}

Tools as reported by the server

• get_breaches
  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_cyber_disclosures
  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
• get_charter_amendments
  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_mergers
  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
• get_agreements
  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_restructuring
  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_cmo_moves
  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_ipo_watch
  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_annual_meetings
  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_watch
  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, C
• watch_company
  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.
• price_program
  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, Prin
• get_company_performance
  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. Repo
• get_brand_record
  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, contr
• get_ai_leaders
  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_energy_leaders
  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_health
  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
• get_etf_league
  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, lar
• get_continuation_funds
  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 fi
• get_portfolio_health
  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 re
• get_cash_leaders
  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
• get_reinsurer_strength
  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, warnin
• get_sweep_record
  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 mont
• get_board_test
  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

Repository · Website · JSON · Text for agents · Registry updated 2026-10-08