sec-edgar.financials.concept
Get the historical time series for a single standardized XBRL financial concept (e.g. Assets, Liabilities, Revenues, NetIncomeLoss, StockholdersEquity) as reported by a company across its SEC filings — one value per fiscal period with the filing it came from. Sourced directly from structured XBRL...
This record as markdown: /tools/io-github-whiteknightonhorse-apibase/sec-edgar.financials.concept.md
What sec-edgar.financials.concept does on Apibase
AI agents call sec-edgar.financials.concept to retrieve information from Apibase 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 | Yes | SEC Central Index Key for the company, e.g. "320193" or "0000320193". Obtained from sec-edgar.company_lookup. |
tag | string | Yes | XBRL concept tag name, e.g. "Assets", "Liabilities", "Revenues", "NetIncomeLoss", "StockholdersEquity", "CashAndCashEquivalentsAtCarryingValue", "EarningsPerSha |
unit | string | — | Unit of measure to filter by, e.g. "USD" or "shares" (default: USD if available). |
limit | integer | — | Maximum number of reported values to return, 1-100 (default 20, most recent first). |
taxonomy | string | — | XBRL taxonomy the tag belongs to — "us-gaap" for financial statement concepts (default), "dei" for document/entity metadata like EntityCommonStockSharesOutstand |
Parameters from the server's own tool schema.
Why sec-edgar.financials.concept is rated Low
Retrieves standardized XBRL financial data from SEC filings without modifying or executing anything.
From the tool's definition Get historical time series, financial concept data from SEC filings, no side effects.
Attacks that exploit this kind of access
The rule that runs sec-edgar.financials.concept safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Apibase, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For sec-edgar.financials.concept, this is the rule to start with:
sec-edgar.financials.concept 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 Apibase, apply this rule, and every sec-edgar.financials.concept call is checked against it from then on.
Questions about sec-edgar.financials.concept
Get the historical time series for a single standardized XBRL financial concept (e.g. Assets, Liabilities, Revenues, NetIncomeLoss, StockholdersEquity) as reported by a company across its SEC filings — one value per fiscal period with the filing it came from. Sourced directly from structured XBRL data extracted from 10-K/10-Q filings, not free text. Requires a CIK from sec-edgar.company_lookup. Data: data.sec.gov (US Securities and Exchange Commission EDGAR system), no auth required. It is categorised as a Read tool in the Apibase MCP Server, which means it retrieves data without modifying state.
sec-edgar.financials.concept accepts 5 parameters: cik, tag, unit, limit, taxonomy. Required: cik, tag. The full parameter table on this page comes from the server's own tool schema.
Register the Apibase MCP server in PolicyLayer and add a rule for sec-edgar.financials.concept: 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 Apibase. Nothing to install.
sec-edgar.financials.concept 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-edgar.financials.concept 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-edgar.financials.concept. 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-edgar.financials.concept is provided by the Apibase MCP server (apibase-mcp-client). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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