search_filings

Get recent SEC filings for a company using its CIK number. Optionally filter by form type (10-K, S-1, 8-K, DEF 14A, etc.). Returns filing dates, accession numbers, and document names needed for fetch_filing.

Server SEC EDGAR MCP reblickulous/edgar-mcp
Category Read
Risk class Low
Parameters 00 required

What search_filings does on SEC EDGAR MCP

AI agents call search_filings to retrieve information from SEC EDGAR MCP without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why search_filings needs a policy

This tool performs a read-only query against SEC EDGAR public records. It retrieves metadata about filings (dates, accession numbers, document names) to support research and due diligence. No data is created, modified, deleted, or executed. The blast radius of misuse is minimal—an agent might retrieve irrelevant filings, but cannot harm systems or data.

From the tool's definition Tool 'search_filings' retrieves SEC filings data—'Get recent SEC filings', 'Returns filing dates, accession numbers, and document names'—with no modification, deletion, or execution of external code. It is a query/search operation with no side effects.

Questions about search_filings

What does the search_filings tool do? +

Get recent SEC filings for a company using its CIK number. Optionally filter by form type (10-K, S-1, 8-K, DEF 14A, etc.). Returns filing dates, accession numbers, and document names needed for fetch_filing. It is categorised as a Read tool in the SEC EDGAR MCP MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on search_filings? +

Register the SEC EDGAR MCP server in PolicyLayer and add a rule for search_filings: 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 SEC EDGAR MCP. Nothing to install.

What risk level is search_filings? +

search_filings is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit search_filings? +

Yes. Add a rate_limit block to the search_filings 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.

How do I block search_filings completely? +

Set action: deny in the PolicyLayer policy for search_filings. 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.

What MCP server provides search_filings? +

search_filings is provided by the SEC EDGAR MCP server (reblickulous/edgar-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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