MetricDuck — Financial Analysis

com.metricduck/financial-analysisVersion 0.9.1

Research U.S. public companies from their SEC filings: financials, XBRL facts and filing text.

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claude mcp add --transport http financial-analysis https://mcp.metricduck.com/mcp

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{
  "mcpServers": {
    "financial-analysis": {
      "url": "https://mcp.metricduck.com/mcp"
    }
  }
}

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code --add-mcp '{"name":"financial-analysis","type":"http","url":"https://mcp.metricduck.com/mcp"}'

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Tools

23 tools

Tools of MetricDuck — Financial Analysis
	Description		Read-only	Idempotent	Open world
`browse_company`Use this when the user asks what MetricDuck has on a company or wants to start researching one: "what filings do you have for X?", "what's notable about X?", "where do I start on X?". One call returns the company's identity (ticker, name, CIK), its filings with extracted text by form type (10-K, 10-Q, 8-K, proxy), which filing signals fire (M&A, partnerships, guidance changes, accounting flags), the indexed date range, and suggested next calls. Accepts a ticker, a company name or a CIK. The filing counts cover filings whose section text MetricDuck extracted, not the company's full SEC history — `list_filings` lists every filing, including ones without extracted text. To pick between candidate companies for a name, use `search_companies` (it also returns the SEC EDGAR link, filer type, fiscal year-end and former names). To screen many companies: `screen_companies` (metrics) or `screen_filing_signals` (signals); for a theme across filings: `search_sec_filings`. Typical next calls: `get_filing_index(ticker)` for the latest filing's signal map; `get_xbrl_facts(ticker, search="...")` for segment / dimensional figures.	Use this when the user asks what MetricDuck has on a company or wants to start researching one: "what filings do you have for X?", "what's notable about X?", "where do I start on X?". One call returns the company's identity (ticker, name, CIK), its filings with extracted text by form type (10-K, 10-Q, 8-K, proxy), which filing signals fire (M&A, partnerships, guidance changes, accounting flags), the indexed date range, and suggested next calls. Accepts a ticker, a company name or a CIK. The filing counts cover filings whose section text MetricDuck extracted, not the company's full SEC history — `list_filings` lists every filing, including ones without extracted text. To pick between candidate companies for a name, use `search_companies` (it also returns the SEC EDGAR link, filer type, fiscal year-end and former names). To screen many companies: `screen_companies` (metrics) or `screen_filing_signals` (signals); for a theme across filings: `search_sec_filings`. Typical next calls: `get_filing_index(ticker)` for the latest filing's signal map; `get_xbrl_facts(ticker, search="...")` for segment / dimensional figures.	No	Yes	Not declared	Yes
`compare_companies`Use this when the user asks how a company compares with its peers or named rivals: a side-by-side table of ~70 metrics (latest TTM, FY or Q), its rank on ROIC, operating margin and revenue growth, and whether it leads or trails on them; screen_companies finds companies by criteria, and get_metric_history covers one company's past. Returns a side-by-side table covering valuation (P/E, P/B, EV/EBITDA, EV/Sales, FCF yield), profitability (gross/operating/net/EBITDA margins, ROE, ROA, ROIC), leverage & liquidity (cash, debt/equity, net debt/EBITDA, interest coverage, current ratio), efficiency (asset/inventory turnover, DSO, cash conversion cycle), and capital returns (dividend yield, dividend payout ratio, buyback yield, shareholder yield). Sector-inapplicable metrics are omitted (e.g. gross margin / FCF leverage for banks). Pass 'metrics' to focus the table on specific metric_ids. Each company's row is dated: 'Data through' is its latest reported period, and valuation multiples are priced at the last close on/before that period end (period-end LOCF) — NOT today's price, and the dates can differ across peers by a quarter. For a multiple AS OF a specific date, or at the live price, or a CUSTOM definition (e.g. lease-adjusted EV), assemble it from get_stock_price (price leg) + get_metric_history primitives. peer_mode controls peer selection: - 'sector' (default): auto-selected from same sector + similar market cap - 'tags': auto-selected by business model similarity (tag Jaccard) — better for cross-sector comparisons Override with custom_peers for specific matchups. The number of custom_peers is capped (up to 10 peers); exceeding it returns the limit and the count you asked for, so retry with that many. Use Cases: - "Compare AAPL vs MSFT" -> compare_companies("AAPL", custom_peers="MSFT") - "How does NVDA stack up in its sector?" -> compare_companies("NVDA") - "Dividend payout ratio: KO vs KDP/PEP/KHC" -> compare_companies("KO", custom_peers="KDP,PEP,KHC", metrics="d	Use this when the user asks how a company compares with its peers or named rivals: a side-by-side table of ~70 metrics (latest TTM, FY or Q), its rank on ROIC, operating margin and revenue growth, and whether it leads or trails on them; screen_companies finds companies by criteria, and get_metric_history covers one company's past. Returns a side-by-side table covering valuation (P/E, P/B, EV/EBITDA, EV/Sales, FCF yield), profitability (gross/operating/net/EBITDA margins, ROE, ROA, ROIC), leverage & liquidity (cash, debt/equity, net debt/EBITDA, interest coverage, current ratio), efficiency (asset/inventory turnover, DSO, cash conversion cycle), and capital returns (dividend yield, dividend payout ratio, buyback yield, shareholder yield). Sector-inapplicable metrics are omitted (e.g. gross margin / FCF leverage for banks). Pass 'metrics' to focus the table on specific metric_ids. Each company's row is dated: 'Data through' is its latest reported period, and valuation multiples are priced at the last close on/before that period end (period-end LOCF) — NOT today's price, and the dates can differ across peers by a quarter. For a multiple AS OF a specific date, or at the live price, or a CUSTOM definition (e.g. lease-adjusted EV), assemble it from get_stock_price (price leg) + get_metric_history primitives. peer_mode controls peer selection: - 'sector' (default): auto-selected from same sector + similar market cap - 'tags': auto-selected by business model similarity (tag Jaccard) — better for cross-sector comparisons Override with custom_peers for specific matchups. The number of custom_peers is capped (up to 10 peers); exceeding it returns the limit and the count you asked for, so retry with that many. Use Cases: - "Compare AAPL vs MSFT" -> compare_companies("AAPL", custom_peers="MSFT") - "How does NVDA stack up in its sector?" -> compare_companies("NVDA") - "Dividend payout ratio: KO vs KDP/PEP/KHC" -> compare_companies("KO", custom_peers="KDP,PEP,KHC", metrics="d	No	Yes	Not declared	Yes
`compare_earnings_calls`How has management's posture shifted across recent earnings calls? Cross-quarter trajectory view of transcript signals for a single ticker. This is MetricDuck's EARNINGS-CALL TRANSCRIPT tool (agents also look for this as get_earnings_call_transcript / get_earnings_transcript / get_earnings_call / search_earnings_calls). It aligns calls by event date and surfaces CROSS-QUARTER patterns; for ONE call's verbatim prepared remarks or Q&A, drill with get_filing_section(section_id="transcript_prepared_remarks" \| "transcript_qa_session"). Output (coverage-dependent): a coverage table per quarter — event date, fiscal period, accession, status, and transcript Source tier (mostly Issuer-published; Machine-transcribed, Origin not recorded, or — rarely — SEC-filed when an 8-K exhibit carries it), surfacing NO_TRANSCRIPT / WAITING gaps (transcripts are management commentary, not SEC-filed facts). Then an aggregate-trajectory table (Q&A Deflection / Concerns Retained / Forward Commits — one row per scalar, one column per quarter), guidance deltas grouped by metric, and the per-quarter qualitative arrays for whichever dimensions you request, side-by-side so drift reads across columns. Drill hints are pinned to accessions. Use Cases: - "Deflection trend?" -> compare_earnings_calls("RDDT", n_quarters=8, dimensions=["hedges", "qa"]) - "Guidance discipline shifting?" -> compare_earnings_calls("NVDA", dimensions=["guidance"]) - "Strategic priorities + KPIs drift" -> compare_earnings_calls("PG", dimensions=["priorities", "kpi"]) For signal changes across many companies between two windows, use `screen_filing_signals` with since_date/until_date.	How has management's posture shifted across recent earnings calls? Cross-quarter trajectory view of transcript signals for a single ticker. This is MetricDuck's EARNINGS-CALL TRANSCRIPT tool (agents also look for this as get_earnings_call_transcript / get_earnings_transcript / get_earnings_call / search_earnings_calls). It aligns calls by event date and surfaces CROSS-QUARTER patterns; for ONE call's verbatim prepared remarks or Q&A, drill with get_filing_section(section_id="transcript_prepared_remarks" \| "transcript_qa_session"). Output (coverage-dependent): a coverage table per quarter — event date, fiscal period, accession, status, and transcript Source tier (mostly Issuer-published; Machine-transcribed, Origin not recorded, or — rarely — SEC-filed when an 8-K exhibit carries it), surfacing NO_TRANSCRIPT / WAITING gaps (transcripts are management commentary, not SEC-filed facts). Then an aggregate-trajectory table (Q&A Deflection / Concerns Retained / Forward Commits — one row per scalar, one column per quarter), guidance deltas grouped by metric, and the per-quarter qualitative arrays for whichever dimensions you request, side-by-side so drift reads across columns. Drill hints are pinned to accessions. Use Cases: - "Deflection trend?" -> compare_earnings_calls("RDDT", n_quarters=8, dimensions=["hedges", "qa"]) - "Guidance discipline shifting?" -> compare_earnings_calls("NVDA", dimensions=["guidance"]) - "Strategic priorities + KPIs drift" -> compare_earnings_calls("PG", dimensions=["priorities", "kpi"]) For signal changes across many companies between two windows, use `screen_filing_signals` with since_date/until_date.	No	Yes	Not declared	Yes
`get_company_events`Retrieve a company's IR event CALENDAR — UPCOMING and PAST investor-relations events (earnings calls, annual/shareholder meetings, broker conferences, investor days) with the materials attached to each (deck, webcast, press release, transcript). Reach for this for calendar questions: - "When does {ticker} next report / hold its earnings call?" → the UPCOMING list (scheduled events) - "What IR events did {ticker} have this year?" / "was {ticker} at any conferences?" - "What materials are attached to {ticker}'s last earnings event?" Each event has: occurred_at (issuer-local datetime) + time_precision, event_type (verbatim/open vocab), the verbatim source title, and material chips — each material's `material_id` is the get_ir_documents doc_id (read a deck's slide TEXT with get_ir_documents, not here). Coverage is honest: if a company hasn't been harvested yet, that is stated — an empty result does NOT mean the company has no IR events. `last_checked_at` stamps the calendar's as-of time (events announced since are not shown). When the calendar has no events, the company's results announcements filed with the SEC (8-K Item 2.02 — usually the quarterly earnings release; last 24 months) are listed instead — past filing dates that show its reporting cadence, not a scheduled date. What management SAID on earnings calls (guidance/tone by quarter) → compare_earnings_calls. Not point-in-time: upcoming vs past is relative to today; for as-of work use a tool that takes `vantage_date` (e.g. list_filings, get_earnings).	Retrieve a company's IR event CALENDAR — UPCOMING and PAST investor-relations events (earnings calls, annual/shareholder meetings, broker conferences, investor days) with the materials attached to each (deck, webcast, press release, transcript). Reach for this for calendar questions: - "When does {ticker} next report / hold its earnings call?" → the UPCOMING list (scheduled events) - "What IR events did {ticker} have this year?" / "was {ticker} at any conferences?" - "What materials are attached to {ticker}'s last earnings event?" Each event has: occurred_at (issuer-local datetime) + time_precision, event_type (verbatim/open vocab), the verbatim source title, and material chips — each material's `material_id` is the get_ir_documents doc_id (read a deck's slide TEXT with get_ir_documents, not here). Coverage is honest: if a company hasn't been harvested yet, that is stated — an empty result does NOT mean the company has no IR events. `last_checked_at` stamps the calendar's as-of time (events announced since are not shown). When the calendar has no events, the company's results announcements filed with the SEC (8-K Item 2.02 — usually the quarterly earnings release; last 24 months) are listed instead — past filing dates that show its reporting cadence, not a scheduled date. What management SAID on earnings calls (guidance/tone by quarter) → compare_earnings_calls. Not point-in-time: upcoming vs past is relative to today; for as-of work use a tool that takes `vantage_date` (e.g. list_filings, get_earnings).	No	Yes	Not declared	Yes
`get_company_overview`Use this when the user asks for a quick read on one company now: the latest price, valuation, margins, cash flow, balance sheet and segment mix in one call; get_financials gives the multi-period statements, and get_metric_history one metric over time. Includes: current price, valuation (P/E, P/B, EV multiples, PEG), profitability (revenue, margins, returns), cash flow (OCF, FCF, yields), balance sheet (debt, equity, ratios), capital allocation (buybacks, shares outstanding, shareholder yield), business segment + geographic revenue mix (latest 10-K, with YoY change), latest earnings insights, and company flags. Latest snapshot only — use get_xbrl_facts for multi-period segment history, get_filing_index for a signal map of the latest filing, compare_companies for peer benchmarking, get_stock_price for a historical/as-of-a-date close or a return between two dates (the price here is current only). Not point-in-time. For "as of <past date>" work use the tools that take `vantage_date` (get_financials, get_metric_history, get_filing_section, get_filing_index) and get_stock_price for a past close. Those bound which filings are visible, not restated values: a later restatement or recast is served under the as-of citation, and the LOOK-AHEAD flag (get_financials, get_metric_history, get_filing_index) covers only a later amendment of the period's own filing. For figures as known then, pin get_xbrl_facts to the accession_number of the latest filing reporting the period (list_filings takes vantage_date); period_history=true gives figures as originally filed.	Use this when the user asks for a quick read on one company now: the latest price, valuation, margins, cash flow, balance sheet and segment mix in one call; get_financials gives the multi-period statements, and get_metric_history one metric over time. Includes: current price, valuation (P/E, P/B, EV multiples, PEG), profitability (revenue, margins, returns), cash flow (OCF, FCF, yields), balance sheet (debt, equity, ratios), capital allocation (buybacks, shares outstanding, shareholder yield), business segment + geographic revenue mix (latest 10-K, with YoY change), latest earnings insights, and company flags. Latest snapshot only — use get_xbrl_facts for multi-period segment history, get_filing_index for a signal map of the latest filing, compare_companies for peer benchmarking, get_stock_price for a historical/as-of-a-date close or a return between two dates (the price here is current only). Not point-in-time. For "as of <past date>" work use the tools that take `vantage_date` (get_financials, get_metric_history, get_filing_section, get_filing_index) and get_stock_price for a past close. Those bound which filings are visible, not restated values: a later restatement or recast is served under the as-of citation, and the LOOK-AHEAD flag (get_financials, get_metric_history, get_filing_index) covers only a later amendment of the period's own filing. For figures as known then, pin get_xbrl_facts to the accession_number of the latest filing reporting the period (list_filings takes vantage_date); period_history=true gives figures as originally filed.	No	Yes	Not declared	Yes
`get_earnings`Use this when the user asks what a company just reported in its earnings release: the 8-K's headline income statement (revenue, operating income, net income, diluted EPS) and as-released cash flow (OCF, capex, FCF, with growth), typically weeks before the 10-Q/10-K that get_financials reads; get_earnings_reports lists the documents, not the figures. Often the only MetricDuck source for the fresh quarter's capex/OCF/FCF (the 8-K carries no XBRL, so get_financials/get_metric_history still show the prior quarter until the 10-Q lands). Distinct from get_financials (10-K/10-Q XBRL — filed later, GAAP-consistent) and get_company_overview (its earnings section is prose, no figures). Each figure carries a deep-link + verbatim quote when the release has an attested receipt. Use Cases: - "What did NVDA report for its latest quarter's revenue?" -> get_earnings("NVDA") - "TSLA's last 8 quarters of earnings releases" -> get_earnings("TSLA", quarters=8) Release figures are management's own characterization and may be non-GAAP-adjacent — verify against the quote when precision matters. A figure without a receipt is still shown (often filled from a prior extraction pass or awaiting validation) but without a deep-link — absence of a receipt is not evidence the value is wrong. Point-in-time: `vantage_date` (YYYY-MM-DD) serves the releases known on/before that date, and `quarters` walks back from it. A revised release is a new accession, so there is no restatement look-ahead here. Exactness: the table ABBREVIATES (`$118.70B`) — quote exact figures from `<raw_data>` instead.	Use this when the user asks what a company just reported in its earnings release: the 8-K's headline income statement (revenue, operating income, net income, diluted EPS) and as-released cash flow (OCF, capex, FCF, with growth), typically weeks before the 10-Q/10-K that get_financials reads; get_earnings_reports lists the documents, not the figures. Often the only MetricDuck source for the fresh quarter's capex/OCF/FCF (the 8-K carries no XBRL, so get_financials/get_metric_history still show the prior quarter until the 10-Q lands). Distinct from get_financials (10-K/10-Q XBRL — filed later, GAAP-consistent) and get_company_overview (its earnings section is prose, no figures). Each figure carries a deep-link + verbatim quote when the release has an attested receipt. Use Cases: - "What did NVDA report for its latest quarter's revenue?" -> get_earnings("NVDA") - "TSLA's last 8 quarters of earnings releases" -> get_earnings("TSLA", quarters=8) Release figures are management's own characterization and may be non-GAAP-adjacent — verify against the quote when precision matters. A figure without a receipt is still shown (often filled from a prior extraction pass or awaiting validation) but without a deep-link — absence of a receipt is not evidence the value is wrong. Point-in-time: `vantage_date` (YYYY-MM-DD) serves the releases known on/before that date, and `quarters` walks back from it. A revised release is a new accession, so there is no restatement look-ahead here. Exactness: the table ABBREVIATES (`$118.70B`) — quote exact figures from `<raw_data>` instead.	No	Yes	Not declared	Yes
`get_earnings_reports`Per-fiscal-period earnings DOCUMENT INDEX — one row per quarter/year gathering the documents for that reporting period: the 8-K press release, the earnings-call transcript (with prepared-remarks / Q&A deep-links), the 10-Q/10-K, the IR presentation deck(s), and the webcast event. Each artifact is present or honestly absent: the "what can I pull for this quarter, and how do I reach it" map. Reach for this to answer "what's available / where do I read it" per period: - "What documents does {ticker} have for its last earnings?" → the newest row's artifacts - "Give me {ticker}'s earnings transcripts / decks by quarter" → the per-period transcript + deck links - "Is there a webcast / presentation deck for {ticker}'s Q2?" → that row's webcast + deck cells A NAVIGATION index, not figures: release NUMBERS → get_earnings; filed XBRL statements → get_financials; the IR event CALENDAR → get_company_events; a deck's slide TEXT → get_ir_documents; what management SAID on calls → compare_earnings_calls. Coverage is honest per cell: a transcript reads present/pending/none; a deck join is exact (fiscal period, never a date); a webcast is a single-candidate ±1d match — and when the IR calendar isn't harvested that is stated (a missing webcast is NOT "no webcast held"). Not point-in-time: documents as known today; for as-of work use a tool that takes `vantage_date` (e.g. get_earnings, list_filings).	Per-fiscal-period earnings DOCUMENT INDEX — one row per quarter/year gathering the documents for that reporting period: the 8-K press release, the earnings-call transcript (with prepared-remarks / Q&A deep-links), the 10-Q/10-K, the IR presentation deck(s), and the webcast event. Each artifact is present or honestly absent: the "what can I pull for this quarter, and how do I reach it" map. Reach for this to answer "what's available / where do I read it" per period: - "What documents does {ticker} have for its last earnings?" → the newest row's artifacts - "Give me {ticker}'s earnings transcripts / decks by quarter" → the per-period transcript + deck links - "Is there a webcast / presentation deck for {ticker}'s Q2?" → that row's webcast + deck cells A NAVIGATION index, not figures: release NUMBERS → get_earnings; filed XBRL statements → get_financials; the IR event CALENDAR → get_company_events; a deck's slide TEXT → get_ir_documents; what management SAID on calls → compare_earnings_calls. Coverage is honest per cell: a transcript reads present/pending/none; a deck join is exact (fiscal period, never a date); a webcast is a single-candidate ±1d match — and when the IR calendar isn't harvested that is stated (a missing webcast is NOT "no webcast held"). Not point-in-time: documents as known today; for as-of work use a tool that takes `vantage_date` (e.g. get_earnings, list_filings).	No	Yes	Not declared	Yes
`get_filing_index`Use this when the user asks what matters in a company's latest 10-K or 10-Q — red flags, accounting quality, debt and liquidity stress, top risks, management tone and guidance, segments and customer concentration. Returns the facts MetricDuck extracted from that filing, each with evidence and a pointer to the section to read next with get_filing_section(). Facts are presented neutrally; those from LLM analysis are labeled. The optional `lens` narrows it to one view (listed on that parameter). Only the LATEST filing is indexed. For a PRIOR quarter's operating KPIs (same-store / comparable sales, ARPU, take-rate, bookings), guidance, or a beat/miss question (e.g. "FND same-store sales in Q4 2024", "did MU beat its Q3 gross-margin guidance"), don't page through the latest 10-Q/10-K — read that quarter's earnings-release 8-K: list_filings(ticker, form_subtype="8-K-earnings", years=N) labels each row with its implied fiscal period (8-Ks are not period-indexed, so don't pass fiscal_year/fiscal_period there); then get_filing_section(ticker, "earnings_press_release" \| "earnings_income_statement" \| "earnings_segment_data", accession_number=<that 8-K>). Highlights, guidance/outlook and CEO commentary are in "earnings_press_release" (query="outlook"); omit section_id for the release's outline. Use Cases: - "What should I look at in AAPL's 10-K?" -> get_filing_index("AAPL") - "Any accounting red flags for ENPH?" -> get_filing_index("ENPH", lens="earnings_quality") - "What are UNH's biggest risks right now?" -> get_filing_index("UNH", lens="risk_trajectory") For earnings-call trends across quarters, use `compare_earnings_calls`.	Use this when the user asks what matters in a company's latest 10-K or 10-Q — red flags, accounting quality, debt and liquidity stress, top risks, management tone and guidance, segments and customer concentration. Returns the facts MetricDuck extracted from that filing, each with evidence and a pointer to the section to read next with get_filing_section(). Facts are presented neutrally; those from LLM analysis are labeled. The optional `lens` narrows it to one view (listed on that parameter). Only the LATEST filing is indexed. For a PRIOR quarter's operating KPIs (same-store / comparable sales, ARPU, take-rate, bookings), guidance, or a beat/miss question (e.g. "FND same-store sales in Q4 2024", "did MU beat its Q3 gross-margin guidance"), don't page through the latest 10-Q/10-K — read that quarter's earnings-release 8-K: list_filings(ticker, form_subtype="8-K-earnings", years=N) labels each row with its implied fiscal period (8-Ks are not period-indexed, so don't pass fiscal_year/fiscal_period there); then get_filing_section(ticker, "earnings_press_release" \| "earnings_income_statement" \| "earnings_segment_data", accession_number=<that 8-K>). Highlights, guidance/outlook and CEO commentary are in "earnings_press_release" (query="outlook"); omit section_id for the release's outline. Use Cases: - "What should I look at in AAPL's 10-K?" -> get_filing_index("AAPL") - "Any accounting red flags for ENPH?" -> get_filing_index("ENPH", lens="earnings_quality") - "What are UNH's biggest risks right now?" -> get_filing_index("UNH", lens="risk_trajectory") For earnings-call trends across quarters, use `compare_earnings_calls`.	No	Yes	Not declared	Yes
`get_filing_section`Use this when the user asks what a 10-K, 10-Q or 8-K says — risk factors, MD&A, the business description, an earnings release and its guidance / outlook, an 8-K event, a proxy (DEF 14A) — and for earnings call transcript Q&A or prepared remarks, where MetricDuck has the transcript. Returns the section's text, paginated, from the latest filing or a specific one. Two modes: 1. Section mode (default) — pass section_id for the section's text (up to 10 chunks per page). Valid ids are listed under `section_id`. 2. Outline mode — OMIT section_id, pass accession_number: returns the filing's section list with short previews, so you pick by content instead of guessing an id (multi-exhibit 8-K, DEF 14A, 6-K). Omitting accession_number reads the latest filing; `list_filings` finds a specific one. Use Cases: - "Apple risk factors" -> get_filing_section("AAPL", "risk_factors") - "Customer concentration in NVDA" -> get_filing_section("NVDA", "risk_factors", query="customer concentration") - "What did analysts ask on NVDA's last call?" -> get_filing_section("NVDA", "transcript_qa_session") - "Workforce / headcount by geography" -> get_filing_section("MSFT", "business_description", query="human capital") - "M&A terms" -> get_filing_section("CVX", "item_1_01_material_agreement", form_type="8-K") - "As of a past date / point-in-time" -> get_filing_section("MSFT", "business_description", vantage_date="2025-04-07") - "Multi-exhibit 8-K" -> get_filing_section(ticker, accession_number="...") (outline mode) → pick exhibit → drill by section_id Related: earnings-call trends across quarters → `compare_earnings_calls`; slide-deck guidance / KPIs (in neither the filing nor XBRL) → `get_ir_documents`; risk factors vs a prior year → read both years (`fiscal_year`); a figure missing from the section you expected → `search_sec_filings(company=<ticker/CIK>, query="exact phrase")` finds which section of which filing has it.	Use this when the user asks what a 10-K, 10-Q or 8-K says — risk factors, MD&A, the business description, an earnings release and its guidance / outlook, an 8-K event, a proxy (DEF 14A) — and for earnings call transcript Q&A or prepared remarks, where MetricDuck has the transcript. Returns the section's text, paginated, from the latest filing or a specific one. Two modes: 1. Section mode (default) — pass section_id for the section's text (up to 10 chunks per page). Valid ids are listed under `section_id`. 2. Outline mode — OMIT section_id, pass accession_number: returns the filing's section list with short previews, so you pick by content instead of guessing an id (multi-exhibit 8-K, DEF 14A, 6-K). Omitting accession_number reads the latest filing; `list_filings` finds a specific one. Use Cases: - "Apple risk factors" -> get_filing_section("AAPL", "risk_factors") - "Customer concentration in NVDA" -> get_filing_section("NVDA", "risk_factors", query="customer concentration") - "What did analysts ask on NVDA's last call?" -> get_filing_section("NVDA", "transcript_qa_session") - "Workforce / headcount by geography" -> get_filing_section("MSFT", "business_description", query="human capital") - "M&A terms" -> get_filing_section("CVX", "item_1_01_material_agreement", form_type="8-K") - "As of a past date / point-in-time" -> get_filing_section("MSFT", "business_description", vantage_date="2025-04-07") - "Multi-exhibit 8-K" -> get_filing_section(ticker, accession_number="...") (outline mode) → pick exhibit → drill by section_id Related: earnings-call trends across quarters → `compare_earnings_calls`; slide-deck guidance / KPIs (in neither the filing nor XBRL) → `get_ir_documents`; risk factors vs a prior year → read both years (`fiscal_year`); a figure missing from the section you expected → `search_sec_filings(company=<ticker/CIK>, query="exact phrase")` finds which section of which filing has it.	No	Yes	Not declared	Yes
`get_financials`Use this when the user asks for a company's income statement, balance sheet or cash flow over several quarters or years: all three statements in one call, up to 10 years (quarterly: the latest 12 quarters), each period cited to its filing; get_metric_history follows one metric, and get_company_overview is the latest snapshot. Returns quantitative historical data with key metrics and trends. Default: all 3 statements, quarterly, 2 years. For qualitative analysis (risks, accounting quality, management tone), use get_filing_index (signal map) then get_filing_section to read the text. Use Cases: - "Show me AAPL's financials" -> all statements - "MSFT revenue trend 5 years" -> period="annual", years=5 - "Is Tesla's debt increasing?" -> statements=["balance"] - "As of a past date / point-in-time" -> get_financials("MSFT", vantage_date="2024-04-30") Periods cite the SEC filing that reported them (accession + filed date in a footnote; resolvable EDGAR index handles in the `<raw_data>` block); under vantage_date, a later recast can sit under the vantage-era citation. Exactness: the markdown table ABBREVIATES (`$68.14M`) — it quantises to $10K above $1M and $10M above $1B, so it is not a tie-out surface. The `<raw_data>` block carries the exact stored value (`68135000`). Quote figures from `<raw_data>`, not the table, whenever the precise number matters. Responses capped at ~20K chars. If too large, the OLDEST periods are trimmed first (the same count for every statement, with a note); a whole statement is dropped only if one period of each still does not fit. Nothing is sliced, and `<raw_data>` carries exactly the periods shown — request fewer statements for more periods each. Company-reported Adjusted EBITDA (issuer-specific add-backs) is NOT a computed metric here — read the issuer's own reconciliation via get_filing_section (earnings release / MD&A).	Use this when the user asks for a company's income statement, balance sheet or cash flow over several quarters or years: all three statements in one call, up to 10 years (quarterly: the latest 12 quarters), each period cited to its filing; get_metric_history follows one metric, and get_company_overview is the latest snapshot. Returns quantitative historical data with key metrics and trends. Default: all 3 statements, quarterly, 2 years. For qualitative analysis (risks, accounting quality, management tone), use get_filing_index (signal map) then get_filing_section to read the text. Use Cases: - "Show me AAPL's financials" -> all statements - "MSFT revenue trend 5 years" -> period="annual", years=5 - "Is Tesla's debt increasing?" -> statements=["balance"] - "As of a past date / point-in-time" -> get_financials("MSFT", vantage_date="2024-04-30") Periods cite the SEC filing that reported them (accession + filed date in a footnote; resolvable EDGAR index handles in the `<raw_data>` block); under vantage_date, a later recast can sit under the vantage-era citation. Exactness: the markdown table ABBREVIATES (`$68.14M`) — it quantises to $10K above $1M and $10M above $1B, so it is not a tie-out surface. The `<raw_data>` block carries the exact stored value (`68135000`). Quote figures from `<raw_data>`, not the table, whenever the precise number matters. Responses capped at ~20K chars. If too large, the OLDEST periods are trimmed first (the same count for every statement, with a note); a whole statement is dropped only if one period of each still does not fit. Nothing is sliced, and `<raw_data>` carries exactly the periods shown — request fewer statements for more periods each. Company-reported Adjusted EBITDA (issuer-specific add-backs) is NOT a computed metric here — read the issuer's own reconciliation via get_filing_section (earnings release / MD&A).	No	Yes	Not declared	Yes
`get_guidance_vs_actual`Did management deliver what they guided? Joins forward guidance from earnings-call transcripts to reported actuals from 10-K/10-Q + 8-K earnings for the same ticker + fiscal period. Returns both sides verbatim with quotes and locators. Use Cases: - "Did NVDA deliver on Q2 FY2026 guidance?" -> get_guidance_vs_actual("NVDA", fiscal_period="Q2 FY2026") - "How disciplined has MSFT been against its own guidance?" -> get_guidance_vs_actual("MSFT") then compare across periods - "Latest period's guidance-vs-actual" -> get_guidance_vs_actual("TSLA") (period defaults to most recent) Returns everything a beat/miss verdict needs — never the verdict: the comparison is basis-matched, as-reported arithmetic, and whether "above guidance" is good is the caller's judgment. Output: - Guidance: forward items targeting the period — from earnings-call transcripts AND 8-K earnings releases (metric, value/range, basis, period, verbatim quote, source). - Actuals: SEC 10-Q/K metric + narrative signals for that period, plus 8-K earnings signals when present. - Comparison: for each guidance item, when it can be recomputed from the receipts on its OWN basis (GAAP vs non-GAAP matched, units aligned, period settled) — a neutral `range_position` (above \| within \| below the guided band) + signed `delta`. Otherwise a typed `status` says why NOT (no_actual_on_basis / not_yet_settled / value_unparsed / period_unresolved / value_incongruent) — never a false or guessed verdict. A non-GAAP guide is never compared to a GAAP actual. - Notes: calls/filings covered + comparison statuses, so you know coverage depth before interpreting. Not point-in-time: the join uses everything stored today; for as-of work use a tool that takes `vantage_date` (e.g. get_earnings, get_financials).	Did management deliver what they guided? Joins forward guidance from earnings-call transcripts to reported actuals from 10-K/10-Q + 8-K earnings for the same ticker + fiscal period. Returns both sides verbatim with quotes and locators. Use Cases: - "Did NVDA deliver on Q2 FY2026 guidance?" -> get_guidance_vs_actual("NVDA", fiscal_period="Q2 FY2026") - "How disciplined has MSFT been against its own guidance?" -> get_guidance_vs_actual("MSFT") then compare across periods - "Latest period's guidance-vs-actual" -> get_guidance_vs_actual("TSLA") (period defaults to most recent) Returns everything a beat/miss verdict needs — never the verdict: the comparison is basis-matched, as-reported arithmetic, and whether "above guidance" is good is the caller's judgment. Output: - Guidance: forward items targeting the period — from earnings-call transcripts AND 8-K earnings releases (metric, value/range, basis, period, verbatim quote, source). - Actuals: SEC 10-Q/K metric + narrative signals for that period, plus 8-K earnings signals when present. - Comparison: for each guidance item, when it can be recomputed from the receipts on its OWN basis (GAAP vs non-GAAP matched, units aligned, period settled) — a neutral `range_position` (above \| within \| below the guided band) + signed `delta`. Otherwise a typed `status` says why NOT (no_actual_on_basis / not_yet_settled / value_unparsed / period_unresolved / value_incongruent) — never a false or guessed verdict. A non-GAAP guide is never compared to a GAAP actual. - Notes: calls/filings covered + comparison statuses, so you know coverage depth before interpreting. Not point-in-time: the join uses everything stored today; for as-of work use a tool that takes `vantage_date` (e.g. get_earnings, get_financials).	No	Yes	Not declared	Yes
`get_ir_documents`Retrieve IR earnings-PRESENTATION-DECK text — forward guidance, operational KPIs, and segment outlook that are ONLY in the company's investor-relations slide deck and NOT in the SEC 8-K/10-Q release text or XBRL. Reach for this when get_metric_history / get_xbrl_facts have no series for a KPI or guidance figure, or the 8-K earnings release from get_filing_section lacks it (decks are a separate source): production or revenue guidance ranges, segment/division outlook, KPIs shown as slide charts (e.g., berth capacity %, Mboed production guidance, adjusted-EBITDA guidance). Use Cases: - "OXY Q3 2024 production guidance" -> get_ir_documents("OXY", fiscal_year=2024, fiscal_period="Q3", query="production guidance") - "NCLH berth capacity outlook" -> get_ir_documents("NCLH", fiscal_year=2021, fiscal_period="Q3", query="berth") - "KNTK adjusted EBITDA guidance range" -> get_ir_documents("KNTK", fiscal_year=2023, fiscal_period="Q3", query="EBITDA") Each deck returns its title, original IR url, a stable MetricDuck-hosted copy, and the matching slide text cited by page. Pass a `query` to land on the exact page; omit it for a bounded prefix of the latest deck. Resolve by ticker or cik; narrow with fiscal_year/fiscal_period.	Retrieve IR earnings-PRESENTATION-DECK text — forward guidance, operational KPIs, and segment outlook that are ONLY in the company's investor-relations slide deck and NOT in the SEC 8-K/10-Q release text or XBRL. Reach for this when get_metric_history / get_xbrl_facts have no series for a KPI or guidance figure, or the 8-K earnings release from get_filing_section lacks it (decks are a separate source): production or revenue guidance ranges, segment/division outlook, KPIs shown as slide charts (e.g., berth capacity %, Mboed production guidance, adjusted-EBITDA guidance). Use Cases: - "OXY Q3 2024 production guidance" -> get_ir_documents("OXY", fiscal_year=2024, fiscal_period="Q3", query="production guidance") - "NCLH berth capacity outlook" -> get_ir_documents("NCLH", fiscal_year=2021, fiscal_period="Q3", query="berth") - "KNTK adjusted EBITDA guidance range" -> get_ir_documents("KNTK", fiscal_year=2023, fiscal_period="Q3", query="EBITDA") Each deck returns its title, original IR url, a stable MetricDuck-hosted copy, and the matching slide text cited by page. Pass a `query` to land on the exact page; omit it for a bounded prefix of the latest deck. Resolve by ticker or cik; narrow with fiscal_year/fiscal_period.	No	Yes	Not declared	Yes
`get_metric_history`Use this when the user asks for one metric in a given period or over time (gross margin, ROE, P/E and 250+ more): its Q, FY or TTM series; get_financials returns whole statements, and compare_companies sets a company beside its peers. Returns newest-first rows labeled with the company's fiscal_year + fiscal_period — answer a period-specific question ("Q2 FY2025?") from those labels. The period_end calendar date is NOT the fiscal label, especially for non-December FYE companies (AAPL FY ends Sep; CRM FY ends Jan; ORCL FY ends May). Each row with an SEC accession is cited back to the source filing via the MetricDuck viewer (under vantage_date, the vantage-era filing). ⚠ CONSOLIDATED ONLY — there is no segment/geography/product breakdown here, and no parameter adds one: the metrics layer sums those axes away, so per-member values are never stored. For a BY-SEGMENT series use `get_xbrl_facts(ticker, search="<segment name> revenue", period_history=true)` (as-filed dimensional facts) or `get_filing_section(ticker, "table_segment_reporting")` (the schedule, 3 fiscal years per 10-K). Use Cases: - "What was AAPL's Q2 FY2025 gross margin?" -> get_metric_history("AAPL", "gross_margin") - "ROE last 5 years for MSFT" -> get_metric_history("MSFT", "roe", period_type="FY", window=5) - "As of a past date / point-in-time" -> get_metric_history("MSFT", "revenues", vantage_date="2024-04-30") Issuer operating KPIs (subscribers, backlog, NIM, occupancy…) are not served here: read them in the company's release, `get_filing_section(ticker, "earnings_press_release")`. Price-derived multiples here (pe_ratio, ev_ebitda, pb_ratio…) use the PERIOD-END close; for a price on a SPECIFIC date use get_stock_price. Latest fiscal year during earnings season: full-year results post in an earnings 8-K weeks before the 10-K that populates this FY series, so inside that gap the series ends a year early and this tool appends a pointer to the 8-K (get_filing_section "earnings_income_statement") —	Use this when the user asks for one metric in a given period or over time (gross margin, ROE, P/E and 250+ more): its Q, FY or TTM series; get_financials returns whole statements, and compare_companies sets a company beside its peers. Returns newest-first rows labeled with the company's fiscal_year + fiscal_period — answer a period-specific question ("Q2 FY2025?") from those labels. The period_end calendar date is NOT the fiscal label, especially for non-December FYE companies (AAPL FY ends Sep; CRM FY ends Jan; ORCL FY ends May). Each row with an SEC accession is cited back to the source filing via the MetricDuck viewer (under vantage_date, the vantage-era filing). ⚠ CONSOLIDATED ONLY — there is no segment/geography/product breakdown here, and no parameter adds one: the metrics layer sums those axes away, so per-member values are never stored. For a BY-SEGMENT series use `get_xbrl_facts(ticker, search="<segment name> revenue", period_history=true)` (as-filed dimensional facts) or `get_filing_section(ticker, "table_segment_reporting")` (the schedule, 3 fiscal years per 10-K). Use Cases: - "What was AAPL's Q2 FY2025 gross margin?" -> get_metric_history("AAPL", "gross_margin") - "ROE last 5 years for MSFT" -> get_metric_history("MSFT", "roe", period_type="FY", window=5) - "As of a past date / point-in-time" -> get_metric_history("MSFT", "revenues", vantage_date="2024-04-30") Issuer operating KPIs (subscribers, backlog, NIM, occupancy…) are not served here: read them in the company's release, `get_filing_section(ticker, "earnings_press_release")`. Price-derived multiples here (pe_ratio, ev_ebitda, pb_ratio…) use the PERIOD-END close; for a price on a SPECIFIC date use get_stock_price. Latest fiscal year during earnings season: full-year results post in an earnings 8-K weeks before the 10-K that populates this FY series, so inside that gap the series ends a year early and this tool appends a pointer to the 8-K (get_filing_section "earnings_income_statement") —	No	Yes	Not declared	Yes
`get_metric_lineage`The DERIVATION of one COMPUTED metric — its human formula + immediate inputs (each value + source), one level at a time. The audit / verify affordance for derived figures (margins, ratios, ROIC, FCF, adj-EBITDA): call it ONLY when the query asks how a metric is computed, which definition MetricDuck used, or to verify / audit the derivation — NOT to get the value itself (use get_metric_history / get_company_overview for that). Drillable (lazy, one level per call): - a `derived` input points to its OWN derivation — call get_metric_lineage(ticker, that_symbol) to go deeper. - a `base` input is an as-filed XBRL fact — open its filing handle, or get_xbrl_facts(ticker, search="<symbol>") to land on the exact fact. Use Cases: - "How is AAPL's net_margin calculated?" -> get_metric_lineage("AAPL", "net_margin") - "Which ROIC definition does this use?" -> get_metric_lineage("AAPL", "roic") - "Audit / verify gross_margin for Q2 FY2025" -> get_metric_lineage("AAPL", "gross_margin", fiscal_year=2025, fiscal_period="Q2") Computed metrics only — a base as-filed figure has no derivation (the tool says so and points to get_xbrl_facts).	The DERIVATION of one COMPUTED metric — its human formula + immediate inputs (each value + source), one level at a time. The audit / verify affordance for derived figures (margins, ratios, ROIC, FCF, adj-EBITDA): call it ONLY when the query asks how a metric is computed, which definition MetricDuck used, or to verify / audit the derivation — NOT to get the value itself (use get_metric_history / get_company_overview for that). Drillable (lazy, one level per call): - a `derived` input points to its OWN derivation — call get_metric_lineage(ticker, that_symbol) to go deeper. - a `base` input is an as-filed XBRL fact — open its filing handle, or get_xbrl_facts(ticker, search="<symbol>") to land on the exact fact. Use Cases: - "How is AAPL's net_margin calculated?" -> get_metric_lineage("AAPL", "net_margin") - "Which ROIC definition does this use?" -> get_metric_lineage("AAPL", "roic") - "Audit / verify gross_margin for Q2 FY2025" -> get_metric_lineage("AAPL", "gross_margin", fiscal_year=2025, fiscal_period="Q2") Computed metrics only — a base as-filed figure has no derivation (the tool says so and points to get_xbrl_facts).	No	Yes	Not declared	Yes
`get_stock_price`Use this when the user asks for a share price on a date or a return between two dates: end-of-day closes for US-listed stocks (close as traded, plus split-adjusted adj_close; OHLC and volume may be absent), from a market-data feed, not SEC filings; get_company_overview shows only the latest price; get_metric_history has period-end multiples. Rows exist ONLY for days with a close: no weekends/holidays, and a thinly traded name can skip open days: - Price ON OR AFTER a date (a single date, or an announcement landing on a weekend): pass start_date=<date> alone; the FIRST row of the short forward window is that date or the next day with a close. - Price ON OR BEFORE a date: pass end_date=<date>; the LAST row is that date or the prior day with a close. Use Cases: - "AAPL close on 2025-07-28" -> get_stock_price("AAPL", start_date="2025-07-28") - "DKNG return 2025-01-02 → 2026-02-27" -> get_stock_price("DKNG", start_date="2025-01-02") + get_stock_price("DKNG", end_date="2026-02-27"), first/last close (cheaper than one 14-month window) - "SUI +1/+14/+30 days after an 8-K" -> start_date=<announce>, end_date=<announce + ~32d>; pick rows on/after each - No dates -> the latest price When the window spans ≥2 trading days, the response also reports the first/last close and the period return on adj_close (split-adjusted; not a total return), or none when any row lacks adj_close. Each response also includes the latest REPORTED period-end shares outstanding on/before your end date (period-end balance-sheet count; dei cover where absent) plus the implied market cap at the latest close — use these for market-cap / EV / P/B math instead of deriving share counts from NI/EPS (that yields weighted-average shares, a different basis). Coverage: US exchange-listed common-equity tickers, end-of-day only (no intraday/real-time, no options/FX). History before 2017 may be sparse or absent. For a CUSTOM multiple (e.g. lease-adjusted EV), get_metric_history's `metric_id` lists the primitives	Use this when the user asks for a share price on a date or a return between two dates: end-of-day closes for US-listed stocks (close as traded, plus split-adjusted adj_close; OHLC and volume may be absent), from a market-data feed, not SEC filings; get_company_overview shows only the latest price; get_metric_history has period-end multiples. Rows exist ONLY for days with a close: no weekends/holidays, and a thinly traded name can skip open days: - Price ON OR AFTER a date (a single date, or an announcement landing on a weekend): pass start_date=<date> alone; the FIRST row of the short forward window is that date or the next day with a close. - Price ON OR BEFORE a date: pass end_date=<date>; the LAST row is that date or the prior day with a close. Use Cases: - "AAPL close on 2025-07-28" -> get_stock_price("AAPL", start_date="2025-07-28") - "DKNG return 2025-01-02 → 2026-02-27" -> get_stock_price("DKNG", start_date="2025-01-02") + get_stock_price("DKNG", end_date="2026-02-27"), first/last close (cheaper than one 14-month window) - "SUI +1/+14/+30 days after an 8-K" -> start_date=<announce>, end_date=<announce + ~32d>; pick rows on/after each - No dates -> the latest price When the window spans ≥2 trading days, the response also reports the first/last close and the period return on adj_close (split-adjusted; not a total return), or none when any row lacks adj_close. Each response also includes the latest REPORTED period-end shares outstanding on/before your end date (period-end balance-sheet count; dei cover where absent) plus the implied market cap at the latest close — use these for market-cap / EV / P/B math instead of deriving share counts from NI/EPS (that yields weighted-average shares, a different basis). Coverage: US exchange-listed common-equity tickers, end-of-day only (no intraday/real-time, no options/FX). History before 2017 may be sparse or absent. For a CUSTOM multiple (e.g. lease-adjusted EV), get_metric_history's `metric_id` lists the primitives	No	Yes	Not declared	Yes
`get_xbrl_facts`Use this when the user asks for a number the standard statements don't break out — revenue by segment, geography, product or customer, customer concentration, an industry metric (medical cost ratio, reserve replacement ratio) — or a figure exactly as filed in a 10-K / 10-Q. Searches the raw XBRL facts (~3,000 per filing, with dimensional breakdowns); for standard statements and the 250+ standard metrics, `get_financials` is faster. - Breakdowns exist only where the filer tags them (usually revenue + segment profit / Adjusted EBITDA). - Revenue concentration / share by customer, channel, distributor, geography or product: search `concentration` (as-filed `ConcentrationRiskPercentage`, present even when the prose is qualitative). - A past filing: the default is the latest filing as of TODAY; pin `accession_number` or `fiscal_year`/`fiscal_period`. - A standalone quarter from a cumulative YTD line: `period_history: true` (recipe on that parameter). Sign — read before quoting a direction. `<raw_data>.value` is the raw as-filed value: a positive magnitude for outflow / contra-asset concepts (`PaymentsTo…`, capex, accumulated depreciation) but signed by construction for the `IncreaseDecreaseIn…` working-capital family. Where a negative value carries the negated-label role, the table shows the filed face instead. `(filed −)` is a per-concept hint, not a guarantee: it fires wherever the filing presents that concept negatively anywhere (e.g. TXN's tax provision, whose face reads `709`). When direction is load-bearing, check the `edgar` fact link or use `get_financials` (a curated statement-sign map). Share counts: the dei `EntityCommonStockSharesOutstanding` ("cover-page / current", as of the filing date) is for market cap and equity value; the us-gaap `CommonStockSharesOutstanding` is the balance-sheet period-end count; `WeightedAverageNumberOf…SharesOutstanding` is the per-period EPS average. They can differ a few % — match the Period c	Use this when the user asks for a number the standard statements don't break out — revenue by segment, geography, product or customer, customer concentration, an industry metric (medical cost ratio, reserve replacement ratio) — or a figure exactly as filed in a 10-K / 10-Q. Searches the raw XBRL facts (~3,000 per filing, with dimensional breakdowns); for standard statements and the 250+ standard metrics, `get_financials` is faster. - Breakdowns exist only where the filer tags them (usually revenue + segment profit / Adjusted EBITDA). - Revenue concentration / share by customer, channel, distributor, geography or product: search `concentration` (as-filed `ConcentrationRiskPercentage`, present even when the prose is qualitative). - A past filing: the default is the latest filing as of TODAY; pin `accession_number` or `fiscal_year`/`fiscal_period`. - A standalone quarter from a cumulative YTD line: `period_history: true` (recipe on that parameter). Sign — read before quoting a direction. `<raw_data>.value` is the raw as-filed value: a positive magnitude for outflow / contra-asset concepts (`PaymentsTo…`, capex, accumulated depreciation) but signed by construction for the `IncreaseDecreaseIn…` working-capital family. Where a negative value carries the negated-label role, the table shows the filed face instead. `(filed −)` is a per-concept hint, not a guarantee: it fires wherever the filing presents that concept negatively anywhere (e.g. TXN's tax provision, whose face reads `709`). When direction is load-bearing, check the `edgar` fact link or use `get_financials` (a curated statement-sign map). Share counts: the dei `EntityCommonStockSharesOutstanding` ("cover-page / current", as of the filing date) is for market cap and equity value; the us-gaap `CommonStockSharesOutstanding` is the balance-sheet period-end count; `WeightedAverageNumberOf…SharesOutstanding` is the per-period EPS average. They can differ a few % — match the Period c	No	Yes	Not declared	Yes
`list_filings`Use this when the user asks which filings a company has made — its 10-K annual reports, 10-Q quarterly reports, 8-K current reports (earnings releases, events, call transcripts), proxy statements (DEF 14A), or 20-F / 40-F / 6-K for foreign issuers — or needs one specific past filing. Returns each filing's form type, dates and accession number, plus per-section sizes (words, chunks, tables) for 10-K / 10-Q / DEF 14A; 8-Ks return filing metadata only. Default: last 2 years; data from 2013. Use it to: - get the accession_number of a specific past filing (for `get_filing_section` or `get_xbrl_facts`) - pin one periodic filing (10-K / 10-Q, e.g. FY2020 Q3) with `fiscal_year` + `fiscal_period` — 8-K sub-types are not period-indexed, so pair `form_subtype` with `years` instead - see the section inventory with sizes, or confirm a filing exists For what matters in the latest filing use `get_filing_index`; for earnings-call trends, `compare_earnings_calls`. Delisted / acquired companies: pass `cik` (10-digit, zero-padded) instead of `ticker` and set `include_delisted=true`. SEC's ticker registry excludes delisted issuers, so `ticker`-only calls 404 even when MetricDuck holds the filings. Example: Spirit Airlines (`cik="0001498710"`). Responses capped at ~20K chars; narrow via `form_type`, `fiscal_year`, or fewer `years`.	Use this when the user asks which filings a company has made — its 10-K annual reports, 10-Q quarterly reports, 8-K current reports (earnings releases, events, call transcripts), proxy statements (DEF 14A), or 20-F / 40-F / 6-K for foreign issuers — or needs one specific past filing. Returns each filing's form type, dates and accession number, plus per-section sizes (words, chunks, tables) for 10-K / 10-Q / DEF 14A; 8-Ks return filing metadata only. Default: last 2 years; data from 2013. Use it to: - get the accession_number of a specific past filing (for `get_filing_section` or `get_xbrl_facts`) - pin one periodic filing (10-K / 10-Q, e.g. FY2020 Q3) with `fiscal_year` + `fiscal_period` — 8-K sub-types are not period-indexed, so pair `form_subtype` with `years` instead - see the section inventory with sizes, or confirm a filing exists For what matters in the latest filing use `get_filing_index`; for earnings-call trends, `compare_earnings_calls`. Delisted / acquired companies: pass `cik` (10-digit, zero-padded) instead of `ticker` and set `include_delisted=true`. SEC's ticker registry excludes delisted issuers, so `ticker`-only calls 404 even when MetricDuck holds the filings. Example: Spirit Airlines (`cik="0001498710"`). Responses capped at ~20K chars; narrow via `form_type`, `fiscal_year`, or fewer `years`.	No	Yes	Not declared	Yes
`list_recent_filings`Use this when the user asks what SEC filings came out recently — "any new 10-Ks, 10-Qs or 8-Ks this week?", "which of my portfolio companies filed since Monday?", "who reported earnings today?" — across all companies or a list of tickers, in one call. Also the building block for alerts and daily portfolio checks. Returns: a flat list of {ticker, accession, filed_at, form_type, form_subtype}, newest filing date first and largest companies first within a date — so `limit=15` during earnings week surfaces the banks and mega-caps that filed, not alphabetically-first micro-caps. `form_subtype` classifies 8-Ks (values under `form_subtypes`); null for other forms. Portfolio filter: `tickers` (an array); `ticker="TSM"` is accepted as an alias. Both given = union, cap 50. One call covers the portfolio — no per-ticker `list_filings` fan-out. Read a row's filing with `get_filing_section(ticker, accession_number=...)` — omit `section_id` for its section outline. For every filing of ONE company, use `list_filings`. Not point-in-time: the live feed as of today (one company as of a past date: `list_filings` with `vantage_date`).	Use this when the user asks what SEC filings came out recently — "any new 10-Ks, 10-Qs or 8-Ks this week?", "which of my portfolio companies filed since Monday?", "who reported earnings today?" — across all companies or a list of tickers, in one call. Also the building block for alerts and daily portfolio checks. Returns: a flat list of {ticker, accession, filed_at, form_type, form_subtype}, newest filing date first and largest companies first within a date — so `limit=15` during earnings week surfaces the banks and mega-caps that filed, not alphabetically-first micro-caps. `form_subtype` classifies 8-Ks (values under `form_subtypes`); null for other forms. Portfolio filter: `tickers` (an array); `ticker="TSM"` is accepted as an alias. Both given = union, cap 50. One call covers the portfolio — no per-ticker `list_filings` fan-out. Read a row's filing with `get_filing_section(ticker, accession_number=...)` — omit `section_id` for its section outline. For every filing of ONE company, use `list_filings`. Not point-in-time: the live feed as of today (one company as of a past date: `list_filings` with `vantage_date`).	No	Yes	Not declared	Yes
`screen_companies`Screen companies that file with the SEC by financial metrics. Find stocks matching quantitative criteria. Foreign private issuers report annually, so they match balance-sheet (ss) filters but rarely TTM, growth or valuation filters. Metric IDs, period types (incl. growth: period_type="ttm.yoy") and sector codes are listed on the `filters` / `sectors` parameters. LATEST-snapshot values; full history via get_metric_history. Tag filtering (required_tags / excluded_tags) selects by business-model classification; unclassified companies are excluded from tag-filtered results. Use Cases: - "High ROIC tech stocks" -> filters=[{metric_id:"roic", operator:"gt", value:0.15}], sectors=["TECH"] - "Undervalued profitable industrials" -> filters=[{metric_id:"pe_ratio", operator:"lt", value:15}, {metric_id:"pe_ratio", operator:"gt", value:0}], sectors=["IND"] - "Revenue growing >10% YoY" -> filters=[{metric_id:"revenues", operator:"gt", value:0.10, period_type:"ttm.yoy"}] - "AI infrastructure companies not exposed to China supply chain" -> required_tags=["ai_ml_infrastructure"], excluded_tags=["china_supply_chain_heavy"] - "Profitable subscription businesses" -> filters=[{metric_id:"net_margin", operator:"gt", value:0.10}], required_tags=["subscription_recurring"] To screen by filing SIGNALS (tone, covenant risk, material weakness, etc.), use screen_filing_signals — a universe-correct cross-company signal screen — then intersect with a metric screen here.	Screen companies that file with the SEC by financial metrics. Find stocks matching quantitative criteria. Foreign private issuers report annually, so they match balance-sheet (ss) filters but rarely TTM, growth or valuation filters. Metric IDs, period types (incl. growth: period_type="ttm.yoy") and sector codes are listed on the `filters` / `sectors` parameters. LATEST-snapshot values; full history via get_metric_history. Tag filtering (required_tags / excluded_tags) selects by business-model classification; unclassified companies are excluded from tag-filtered results. Use Cases: - "High ROIC tech stocks" -> filters=[{metric_id:"roic", operator:"gt", value:0.15}], sectors=["TECH"] - "Undervalued profitable industrials" -> filters=[{metric_id:"pe_ratio", operator:"lt", value:15}, {metric_id:"pe_ratio", operator:"gt", value:0}], sectors=["IND"] - "Revenue growing >10% YoY" -> filters=[{metric_id:"revenues", operator:"gt", value:0.10, period_type:"ttm.yoy"}] - "AI infrastructure companies not exposed to China supply chain" -> required_tags=["ai_ml_infrastructure"], excluded_tags=["china_supply_chain_heavy"] - "Profitable subscription businesses" -> filters=[{metric_id:"net_margin", operator:"gt", value:0.10}], required_tags=["subscription_recurring"] To screen by filing SIGNALS (tone, covenant risk, material weakness, etc.), use screen_filing_signals — a universe-correct cross-company signal screen — then intersect with a metric screen here.	No	Yes	Not declared	Yes
`screen_filing_signals`Use this when the user asks which companies show a red flag or event across filings, earnings releases or earnings calls — "which companies lowered guidance?", "who has covenant risk or debt coming due?", "which tech companies sound cautious?", "who announced M&A or a partnership?" — or what has flagged for one company recently (`ticker`). Not metric screening (P/E, ROIC: use screen_companies). Most signals are LLM-classified, not computed facts. Signals come from 10-K/10-Q filings, 8-K/6-K earnings releases, earnings-call transcripts, 8-K M&A / partnership announcements and DEF 14A proxies. Ids and labels: see the `signals` parameter. Use Cases: - "Which tech companies have cautious management?" -> signals=["tone_cautious"], sectors=["TECH"] - "Who lowered guidance in an earnings release this month?" -> signals=["earnings_guidance_lowered_8k"], recency_days=30 - "Any filing red flags for NVDA lately?" -> ticker="NVDA", signals=["tone_cautious", "covenant_risk", "debt_maturity_near"], match_mode="any" - "Companies that gave specific guidance on calls?" -> signals=["transcript_has_guidance"] - "Which companies announced strategic partnerships or M&A deals?" -> signals=["ir_partnership"] M&A / partnership rows: an `ir_partnership` match on an 8-K Item 1.01 may carry `companion_accessions` — same-day 8-Ks (7.01 / 8.01, Ex 99 press release) holding the deal terms and CEO quotes. Read them with get_filing_section(ticker, section_id="item_1_01_material_agreement", accession_number=<the row's accession>, include_companions=true, companion_accessions=[...]). An empty list means none was found; the anchor alone still reads.	Use this when the user asks which companies show a red flag or event across filings, earnings releases or earnings calls — "which companies lowered guidance?", "who has covenant risk or debt coming due?", "which tech companies sound cautious?", "who announced M&A or a partnership?" — or what has flagged for one company recently (`ticker`). Not metric screening (P/E, ROIC: use screen_companies). Most signals are LLM-classified, not computed facts. Signals come from 10-K/10-Q filings, 8-K/6-K earnings releases, earnings-call transcripts, 8-K M&A / partnership announcements and DEF 14A proxies. Ids and labels: see the `signals` parameter. Use Cases: - "Which tech companies have cautious management?" -> signals=["tone_cautious"], sectors=["TECH"] - "Who lowered guidance in an earnings release this month?" -> signals=["earnings_guidance_lowered_8k"], recency_days=30 - "Any filing red flags for NVDA lately?" -> ticker="NVDA", signals=["tone_cautious", "covenant_risk", "debt_maturity_near"], match_mode="any" - "Companies that gave specific guidance on calls?" -> signals=["transcript_has_guidance"] - "Which companies announced strategic partnerships or M&A deals?" -> signals=["ir_partnership"] M&A / partnership rows: an `ir_partnership` match on an 8-K Item 1.01 may carry `companion_accessions` — same-day 8-Ks (7.01 / 8.01, Ex 99 press release) holding the deal terms and CEO quotes. Read them with get_filing_section(ticker, section_id="item_1_01_material_agreement", accession_number=<the row's accession>, include_companions=true, companion_accessions=[...]). An empty list means none was found; the anchor alone still reads.	No	Yes	Not declared	Yes
`search_companies`Use this when you have a company name or an ambiguous ticker and need the exact ticker (or CIK) before calling other tools. Fuzzy name/ticker match: handles partial names ("micro" -> MSFT), typos, and ticker variations. Returns ticker, full name, CIK, SIC, filer type (domestic / foreign private issuer / fund — i.e. which form family to expect), fiscal year-end, and the SEC EDGAR entity-page link (verify the match + see the full filing history) for each match. Delisted / renamed / acquired companies are resolvable by current OR former name if they filed with the SEC in roughly the last five years (e.g. "American Software" → Logility, "Chase Manhattan" → JPM); older ones may not be found. They are returned ranked below active matches, flagged `[delisted]`, with their CIK. They have no current ticker — pass the returned `cik` to downstream tools (company tools accept a CIK in place of a ticker, except `get_stock_price`, which needs a ticker). Not for concept/theme/industry discovery ("gold miners", "LNG exposure", "companies mentioning tariffs") — it matches company names only, not what companies do. Use `search_sec_filings` (full text of filings) or `screen_companies` (metric + sector filters). Coverage boundary: MetricDuck is SEC-EDGAR only, and this tool is its coverage check. A no-match on a non-US local-exchange symbol (e.g. `3087.T`, `LSE:HSBA`, `7203:JP`) is a coverage boundary, not a lookup miss — the tool says so explicitly and you should treat it as terminal (don't retry ticker variations). Foreign issuers that file a US 20-F/40-F ARE covered (see `query`).	Use this when you have a company name or an ambiguous ticker and need the exact ticker (or CIK) before calling other tools. Fuzzy name/ticker match: handles partial names ("micro" -> MSFT), typos, and ticker variations. Returns ticker, full name, CIK, SIC, filer type (domestic / foreign private issuer / fund — i.e. which form family to expect), fiscal year-end, and the SEC EDGAR entity-page link (verify the match + see the full filing history) for each match. Delisted / renamed / acquired companies are resolvable by current OR former name if they filed with the SEC in roughly the last five years (e.g. "American Software" → Logility, "Chase Manhattan" → JPM); older ones may not be found. They are returned ranked below active matches, flagged `[delisted]`, with their CIK. They have no current ticker — pass the returned `cik` to downstream tools (company tools accept a CIK in place of a ticker, except `get_stock_price`, which needs a ticker). Not for concept/theme/industry discovery ("gold miners", "LNG exposure", "companies mentioning tariffs") — it matches company names only, not what companies do. Use `search_sec_filings` (full text of filings) or `screen_companies` (metric + sector filters). Coverage boundary: MetricDuck is SEC-EDGAR only, and this tool is its coverage check. A no-match on a non-US local-exchange symbol (e.g. `3087.T`, `LSE:HSBA`, `7203:JP`) is a coverage boundary, not a lookup miss — the tool says so explicitly and you should treat it as terminal (don't retry ticker variations). Foreign issuers that file a US 20-F/40-F ARE covered (see `query`).	No	Yes	Not declared	Yes
`search_sec_filings`Search the full text of SEC filings since 2001 to find companies related to any concept — a product, technology, regulation, event, or company. Returns filing-level results with aggregated statistics (company count, form type breakdown, industry distribution). For 10-K/10-Q filings processed by MetricDuck, also shows WHICH SECTIONS contain the term with drill-in pointers. Searchable form types — any SEC form (default window: last year); omit `form_type` for all: - Periodic reports: 10-K, 10-Q (section-level drill-down available), 20-F, 40-F, 6-K (foreign private issuers) - Events + proxies: 8-K, DEF 14A / DEFM14A / PRE 14A - Registration + offerings: S-1, F-1, S-3, S-4, 424B series - Ownership + other: SCHEDULE 13D/G (was SC 13D/G), SD (conflict minerals), N-CSR / N-CSRS (fund reports) Section-level enrichment (10-K/10-Q only): results name which sections contain the term, with chunk pointers for drill-in via get_filing_section. Other forms return filing metadata + accession numbers only. Use cases: - "Who supplies Apple?" → query="\"Apple Inc.\"", form_type="10-K,10-Q,8-K" → Company Exposure Map of the filers mentioning Apple. Constrain forms — mutual-fund NPORT-P filings otherwise crowd the results (see `date_from`). - "What did WM say at its investor day?" → query="\"investor day\"", company="WM" → that filer only - "Recent data breaches?" → query="cybersecurity incident", form_type="8-K" - "Tariff-exposed companies?" → query="tariff", form_type="10-K" → risk factor disclosures - "Activist campaigns?" → query="board representation", form_type="DEF 14A,SCHEDULE 13D" Other tools: one known company's filings → `get_filing_index` / `list_filings`; numeric filters → `screen_companies`; earnings-call trends → `compare_earnings_calls`. Key limitation: keyword matching only, not semantic. "No material weakness" matches "material weakness found." Verify hits with `get_filing_section` for context.	Search the full text of SEC filings since 2001 to find companies related to any concept — a product, technology, regulation, event, or company. Returns filing-level results with aggregated statistics (company count, form type breakdown, industry distribution). For 10-K/10-Q filings processed by MetricDuck, also shows WHICH SECTIONS contain the term with drill-in pointers. Searchable form types — any SEC form (default window: last year); omit `form_type` for all: - Periodic reports: 10-K, 10-Q (section-level drill-down available), 20-F, 40-F, 6-K (foreign private issuers) - Events + proxies: 8-K, DEF 14A / DEFM14A / PRE 14A - Registration + offerings: S-1, F-1, S-3, S-4, 424B series - Ownership + other: SCHEDULE 13D/G (was SC 13D/G), SD (conflict minerals), N-CSR / N-CSRS (fund reports) Section-level enrichment (10-K/10-Q only): results name which sections contain the term, with chunk pointers for drill-in via get_filing_section. Other forms return filing metadata + accession numbers only. Use cases: - "Who supplies Apple?" → query="\"Apple Inc.\"", form_type="10-K,10-Q,8-K" → Company Exposure Map of the filers mentioning Apple. Constrain forms — mutual-fund NPORT-P filings otherwise crowd the results (see `date_from`). - "What did WM say at its investor day?" → query="\"investor day\"", company="WM" → that filer only - "Recent data breaches?" → query="cybersecurity incident", form_type="8-K" - "Tariff-exposed companies?" → query="tariff", form_type="10-K" → risk factor disclosures - "Activist campaigns?" → query="board representation", form_type="DEF 14A,SCHEDULE 13D" Other tools: one known company's filings → `get_filing_index` / `list_filings`; numeric filters → `screen_companies`; earnings-call trends → `compare_earnings_calls`. Key limitation: keyword matching only, not semantic. "No material weakness" matches "material weakness found." Verify hits with `get_filing_section` for context.	No	Yes	Not declared	Yes
`send_feedback`Call ONLY when the user asks to send feedback to MetricDuck. Pass the user's words in message; set source=user when the user wrote it, model when you summarised it. Sends the text to the MetricDuck team.	Call ONLY when the user asks to send feedback to MetricDuck. Pass the user's words in message; set source=user when the user wrote it, model when you summarised it. Sends the text to the MetricDuck team.	No	No	No	No

Details

Registry status: Active
Published: Oct 20, 2026
Updated: Oct 20, 2026
Website: Not given
Repository: Not given
Categories (suggested): Finance and paymentsSuggested categories are assigned automatically from the registry text and may be wrong. Verified operators can correct them.
GDPR: Not declared

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