sec_financials
Normalized income statement, balance sheet, or cash flow. Returns a company's normalized financial statements across recent periods, resolving EDGAR's inconsistent XBRL tags to a stable schema. Provide cik or ticker. Credential-free public SEC data.
This record as markdown: /tools/crawlora-mcp/sec-financials.md
What sec_financials does on Crawlora
AI agents call sec_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 |
|---|---|---|---|
cik | string | — | SEC CIK (numeric or zero-padded) |
limit | integer | — | Number of periods, default 5, max 20 |
period | string | — | Period basis, default annual |
ticker | string | — | Ticker symbol (alternative to cik) |
statement | string | — | Statement, default income |
Parameters from the server's own tool schema.
Why sec_financials is rated Low
This tool only reads and retrieves SEC financial data. There is no capability to modify, delete, execute operations, or commit financial transactions. The data is public and already disclosed. The primary risk is information exposure, which is minimal since the data is legitimately public.
From the tool's definition Tool returns 'normalized income statement, balance sheet, or cash flow' and 'Credential-free public SEC data' — it retrieves and queries publicly available financial data without modification or side effects.
Risk signalsAccepts freeform code/query input (statement)
Attacks that exploit this kind of access
The rule that runs sec_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 sec_financials, this is the rule to start with:
sec_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 sec_financials call is checked against it from then on.
Questions about sec_financials
Normalized income statement, balance sheet, or cash flow. Returns a company's normalized financial statements across recent periods, resolving EDGAR's inconsistent XBRL tags to a stable schema. Provide cik or ticker. Credential-free public SEC data. It is categorised as a Read tool in the Crawlora MCP Server, which means it retrieves data without modifying state.
sec_financials accepts 5 parameters: cik, limit, period, ticker, statement. 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 sec_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.
sec_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 sec_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 sec_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.
sec_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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