Search SEC EDGAR for 13F-HR institutional holdings filings by institution name. Returns filing date, entity name, period of report, and accession number. Any institution managing more than $100M in equity must file quarterly 13Fs — this reveals their fund strategies and product usage. Use this to...
Part of the Fintel Discovery — Financial Intelligence for AI Agents server.
Free to start. No card required.
AI agents call SearchEdgar13F to retrieve information from Fintel Discovery — Financial Intelligence for AI Agents without modifying any data. This is common in research, monitoring, and reporting workflows where the agent needs context before taking action. Because read operations don't change state, they are generally safe to allow without restrictions -- but you may still want rate limits to control API costs.
Even though SearchEdgar13F only reads data, uncontrolled read access can leak sensitive information or rack up API costs. An agent caught in a retry loop could make thousands of calls per minute. A rate limit gives you a safety net without blocking legitimate use.
Read-only tools are safe to allow by default. No rate limit needed unless you want to control costs.
{
"version": "1",
"default": "deny",
"tools": {
"SearchEdgar13F": {}
}
}See the full Fintel Discovery — Financial Intelligence for AI Agents policy for all 32 tools.
These attack patterns abuse exactly the kind of access SearchEdgar13F gives an agent. Each links to the full case and the policy that stops it:
Other read tools across the catalogue. The same approach applies to each: allow, with a rate cap to control cost.
Search SEC EDGAR for 13F-HR institutional holdings filings by institution name. Returns filing date, entity name, period of report, and accession number. Any institution managing more than $100M in equity must file quarterly 13Fs — this reveals their fund strategies and product usage. Use this tool when: - You want to see what funds or ETFs a firm holds in their portfolios - You are researching an institution's investment strategy from public filings - You need a list of 13F filings for a specific manager over a date range Supports start_date and end_date filtering (YYYY-MM-DD format). Source: SEC EDGAR full-text search API. No API key required.. It is categorised as a Read tool in the Fintel Discovery — Financial Intelligence for AI Agents MCP Server, which means it retrieves data without modifying state.
Register the Fintel Discovery — Financial Intelligence for AI Agents MCP server in PolicyLayer and add a rule for SearchEdgar13F: 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 Fintel Discovery — Financial Intelligence for AI Agents. Nothing to install.
SearchEdgar13F 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 SearchEdgar13F 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 SearchEdgar13F. 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.
SearchEdgar13F is provided by the Fintel Discovery — Financial Intelligence for AI Agents MCP server (https://ai.fin-discovery.com/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Deterministic rules across all 32 Fintel Discovery — Financial Intelligence for AI Agents tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.
Free to start. No card required.
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