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...
This record as markdown: /tools/crawlora-mcp/datasets-sec-companies-financials.md
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
This tool retrieves historical financial data from SEC filings without any side effects or ability to modify data. It is purely a data query operation that accesses public SEC financial information. The tool returns pre-normalized financial statement data (income statement, balance sheet, cash flow) and calculated ratios. No write, execute, destructive, or financial transaction operations are possible.
From the tool's definition Tool description states it 'Get[s] a SEC company's financial-statement history' and 'Returns a company's normalized financial-statement history'. Keywords indicate retrieval: 'Returns', 'history', 'dataset'.
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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