sec_financials
utilpeek: Get a US company's reported financials per fiscal year or quarter from SEC EDGAR. For the registrant and filings use sec_company_lookup. Returns a US SEC registrant's reported financials by ticker or CIK, annual or quarterly (up to 20): revenue, income, EPS, balance sheet, cash flow, ca...
This record as markdown: /tools/dev-tanod-tanod/sec-financials.md
What sec_financials does on Tanod
AI agents invoke sec_financials to trigger actions in Tanod. What it does depends on the arguments the agent supplies, and its effects often reach beyond the immediate call: builds kicked off, notifications sent, workflows started.
| Parameter | Type | Required | Description |
|---|---|---|---|
cik | object | — | SEC Central Index Key, 1-10 digits, as a number or a string (leading zeros and a CIK prefix allowed, such as 320193 or 0000320193). Send ticker or cik. |
limit | integer | — | Newest periods to return, 1-20 (default 4). |
period | string | — | annual: fiscal years from 10-K filings; quarterly: the discrete quarters in 10-Q filings. |
ticker | object | — | Exchange ticker such as AAPL (class shares as BRK-B, BRK.B or BRK/B). Send ticker or cik. |
Parameters from the server's own tool schema.
Why sec_financials is rated High
sec_financials triggers real processes with real consequences. An agent gone sideways doesn't fire it once. It starts dozens of builds, sends mass notifications, or burns through compute before anyone looks up.
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 Tanod, 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 stays usable, but rate-capped: a runaway agent can't fire it dozens of times a minute. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect Tanod, apply this rule, and every sec_financials call is checked against it from then on.
Questions about sec_financials
utilpeek: Get a US company's reported financials per fiscal year or quarter from SEC EDGAR. For the registrant and filings use sec_company_lookup. Returns a US SEC registrant's reported financials by ticker or CIK, annual or quarterly (up to 20): revenue, income, EPS, balance sheet, cash flow, capex and shares with us-gaap tag and filing; missing metrics are null. Latest comparable filed fact wins (/A, accession, tag ties); newer excluded concepts/start dates warn in selection. Informational only, not investment advice. Data: SEC EDGAR (public domain), cached up to 6 hours; no SEC endorsement implied. Send exactly one of ticker or cik; bad input is a 422 and an unknown company or no US-GAAP data a 404 (neither charged); an upstream outage is a 503 (not charged). Typically 1-4 s (cached under 0.1 s). Price: USD 0.005. Free: 10 utilpeek calls per IP per UTC day. Docs: https://tanod.dev/learn/sec-financials-api.html. It is categorised as a Execute tool in the Tanod MCP Server, which means it can trigger actions or run processes. Use rate limits and argument validation.
sec_financials accepts 4 parameters: cik, limit, period, ticker. The full parameter table on this page comes from the server's own tool schema.
Register the Tanod 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 Tanod. Nothing to install.
sec_financials is a Execute tool with high risk. Execute tools should be rate-limited and have argument validation enabled.
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 Tanod MCP server (https://tanod.dev/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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