datasets_sec_companies_financials
Get a SEC company's financial-statement history. Returns a company's normalized financial-statement history (income statement, balance sheet, cash flow) from the SEC companies dataset, newest fiscal year first. An unknown CIK or a company with no XBRL data returns an empty series rather than a 40...
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What datasets_sec_companies_financials does on Crawlora
AI agents call datasets_sec_companies_financials to retrieve information from Crawlora without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
| Parameter | Type | Required | Description |
|---|---|---|---|
to | integer | — | Inclusive upper bound on fiscal_year |
cik | string | Yes | SEC CIK, numeric or zero-padded |
from | integer | — | Inclusive lower bound on fiscal_year |
limit | integer | — | Maximum points returned (most recent fiscal years first), default 100, max 400 |
period | string | — | Period-type enum: annual, quarterly. Omit to return both. |
statement | string | — | Statement enum: income, balance, cash_flow. Omit to return all three. |
Parameters from the server's own tool schema.
Why datasets_sec_companies_financials is rated Low
Even though datasets_sec_companies_financials only reads data, uncontrolled read access leaks sensitive information and racks up API costs: an agent caught in a retry loop can make thousands of calls a minute without anyone noticing.
Risk signalsAccepts freeform code/query input (statement)
Attacks that exploit this kind of access
The rule that runs datasets_sec_companies_financials safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Crawlora, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For datasets_sec_companies_financials, this is the rule to start with:
datasets_sec_companies_financials is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect Crawlora, apply this rule, and every datasets_sec_companies_financials call is checked against it from then on.
Questions about datasets_sec_companies_financials
Get a SEC company's financial-statement history. Returns a company's normalized financial-statement history (income statement, balance sheet, cash flow) from the SEC companies dataset, newest fiscal year first. An unknown CIK or a company with no XBRL data returns an empty series rather than a 404 — most filers without a current ticker have no financial-statement history at all. lines keys are the same normalized concept names the live /sec/financials endpoint uses (e.g. revenue, net_income, total_assets); ratios keys include gross_margin, operating_margin, net_margin, revenue_growth_yoy, current_ratio, debt_to_equity, free_cash_flow where derivable. statement enum: income, balance, cash_flow. period enum: annual, quarterly. It is categorised as a Read tool in the Crawlora MCP Server, which means it retrieves data without modifying state.
datasets_sec_companies_financials accepts 6 parameters: to, cik, from, limit, period, statement. Required: cik. The full parameter table on this page comes from the server's own tool schema.
Register the Crawlora MCP server in PolicyLayer and add a rule for datasets_sec_companies_financials: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Crawlora. Nothing to install.
datasets_sec_companies_financials is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the datasets_sec_companies_financials rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.
Set action: deny in the PolicyLayer policy for datasets_sec_companies_financials. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.
datasets_sec_companies_financials is provided by the Crawlora MCP server (crawlora-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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