> ## Documentation Index
> Fetch the complete documentation index at: https://docs.toolshed.philo.ventures/llms.txt
> Use this file to discover all available pages before exploring further.

# SEC EDGAR Plugin

> SEC EDGAR — search companies, browse filings (13F, 13D, Form D, S-1), full-text search, and XBRL financial data.

**Plugin ID:** `edgar` | **Auth:** None (free, public API)

<Note>
  SEC EDGAR is completely free with no API key. The only requirement is a descriptive `User-Agent` header (handled automatically). Rate limit: 10 requests/second per IP.
</Note>

## Tools

### edgar.company.search

**Name:** Search Companies

Look up a company by ticker symbol or name to get its CIK (Central Index Key). The CIK is required for all other EDGAR tools.

**Input:**

| Parameter | Type     | Required | Description                                              |
| --------- | -------- | -------- | -------------------------------------------------------- |
| `query`   | `string` | Yes      | Company name or ticker symbol (e.g. `"AAPL"`, `"Apple"`) |

**Output:**

```json theme={null}
{
  "results": [
    { "cik": "0000320193", "ticker": "AAPL", "name": "Apple Inc." }
  ]
}
```

***

### edgar.company.filings

**Name:** List Company Filings

List recent SEC filings for a company by CIK. Optionally filter by form type.

Useful form types for venture capital:

* **13F-HR** — Quarterly fund holdings (what are other funds buying?)
* **13D / 13G** — Beneficial ownership >5%
* **D** — Private placement notices (track private fundraising)
* **S-1** — IPO registration statements

**Input:**

| Parameter  | Type      | Required | Default | Description                                           |
| ---------- | --------- | -------- | ------- | ----------------------------------------------------- |
| `cik`      | `string`  | Yes      | --      | 10-digit CIK (use `edgar.company.search` to find it)  |
| `formType` | `string`  | No       | --      | Filter by form type (e.g. `"13F-HR"`, `"D"`, `"S-1"`) |
| `limit`    | `integer` | No       | `40`    | Max results                                           |

**Output:**

```json theme={null}
{
  "company": "Apple Inc.",
  "filings": [
    { "accessionNumber": "0000320193-26-000042", "form": "10-K", "filingDate": "2026-01-15", "primaryDocument": "aapl-20251231.htm", "description": "Annual Report" }
  ]
}
```

***

### edgar.filings.search

**Name:** Search Filings

Full-text search across all SEC filings. Supports boolean operators and exact phrase matching with quotes.

**Input:**

| Parameter   | Type      | Required | Default | Description                                                      |
| ----------- | --------- | -------- | ------- | ---------------------------------------------------------------- |
| `query`     | `string`  | Yes      | --      | Search text (e.g. `"artificial intelligence"`, `revenue growth`) |
| `forms`     | `string`  | No       | --      | Comma-separated form types (e.g. `"10-K,10-Q,S-1"`)              |
| `startDate` | `string`  | No       | --      | Start date (YYYY-MM-DD)                                          |
| `endDate`   | `string`  | No       | --      | End date (YYYY-MM-DD)                                            |
| `limit`     | `integer` | No       | `20`    | Max results (1-100)                                              |

**Output:**

```json theme={null}
{
  "total": 1234,
  "results": [
    { "entityName": "OpenAI Inc.", "formType": "D", "fileDate": "2026-03-15", "fileNumber": "021-12345" }
  ]
}
```

***

### edgar.company.facts

**Name:** Get Company Facts

Get XBRL-tagged financial data for a company (revenue, assets, liabilities, etc. across all filings).

**Input:**

| Parameter | Type     | Required | Description  |
| --------- | -------- | -------- | ------------ |
| `cik`     | `string` | Yes      | 10-digit CIK |

**Output:**

```json theme={null}
{
  "company": "Apple Inc.",
  "cik": "320193",
  "facts": {
    "us-gaap": {
      "Revenue": { "units": { "USD": [{ "val": 394328000000, "end": "2025-09-27", "form": "10-K" }] } }
    }
  }
}
```