SEC Company Financials MCP — SEC company financials as callable agent tools

Flat SEC company financials (XBRL companyfacts) from public SEC APIs, returned as callable agent-tool rows: the user brings a CIK (or a ticker) plus an XBRL concept (e.g. Revenues, Assets), a unit (USD, shares) and an optional period label (e.g. CY2025); the Actor returns one flat dataset row per matching fact — period, end date, value, form, accession and a public SEC Archives source URL — ready to paste into an AI assistant or a spreadsheet.

The live public Actor supports two callable tools, both verified on live runs:

• resolve_ticker — resolve a ticker (e.g. AAPL) to its SEC CIK and company name.
• concept_series — pull a company's XBRL concept series as flat rows with period, end date, value, form, accession and source URL.

Public U.S. government data only, via https://data.sec.gov/api/xbrl/companyfacts/ (no credentials, no proxies, no anti-bot scraping, no LLMs, no commercial inference). Stateless: each run is independent, nothing is remembered between runs. Free when nothing to return.

Actor: apex-nexus~sec-company-financials-mcp (Actor id VB5s2he8duRa4JDjb, account apex-nexus, owner userId cgh1CqgRIRsjx7PlQ), public Store listing, isPublic = true, notice = NONE, categories [BUSINESS], pricing FREE. Store page: https://apify.com/apex-nexus/sec-company-financials-mcp Actor source: actor/ (Apify SDK Python project, main.py, schemas in .actor/, tests, Dockerfile) Default input: {"tool":"concept_series","cik":"320193","concept":"Revenues","unit":"USD","period":"CY2025"} — the listing's stored exampleRunInput — returns Apple Inc.'s revenue series. The Actor also accepts {"tool":"resolve_ticker","ticker":"AAPL"} to resolve a ticker to its CIK and company name.

What it is for

• Fundamental-analysis desk: pull a company's revenue (or asset) series from SEC companyfacts without parsing XBRL by hand.
• AI-assistant builder: citation-ready financial rows with a public SEC Archives URL per fact, ready to paste into an assistant or spreadsheet.
• Compliance/research: verify a reported figure against the filing it came from (accession + sourceUrl on every row).

Public SEC data only — data.sec.gov companyfacts. No credentials, no proxies, no LLMs, no commercial inference inside the product.

30-second quickstart

Open https://apify.com/apex-nexus/sec-company-financials-mcp on the Apify Store, paste the input below into the input editor and run (or POST /v2/actors/VB5s2he8duRa4JDjb/runs with the same body):

{
  "tool": "resolve_ticker",
  "ticker": "AAPL"
}

The run returns the SEC CIK and company name for the ticker — CIK 320193, company "Apple Inc." — in seconds. No API key, signup or credentials needed.

Example input → output pairs (live runs)

All three pairs below were run on the live public Actor against data.sec.gov. Output shown is the first dataset item; runId and datasetId cite the evidence run on Apify.

Pair 1 — resolve_ticker: AAPL → CIK 320193 "Apple Inc." (verified live run r7Ckxex5YQZ4H8OEa)

Input (verified live run r7Ckxex5YQZ4H8OEa, Actor VB5s2he8duRa4JDjb, started 2026-11-06T19:59:15Z → finished 19:59:18Z (2.713 s), build 0.1.1, dataset I4EkPclUcmW6Cbfjj, exit code 0):

{
  "tool": "resolve_ticker",
  "ticker": "AAPL"
}

Output (1 dataset item; run r7Ckxex5YQZ4H8OEa, SUCCEEDED):

{
  "tool": "resolve_ticker",
  "cik": "320193",
  "cik10": "0000320193",
  "concept": null,
  "period": null,
  "endDate": null,
  "startDate": null,
  "value": null,
  "unit": null,
  "form": null,
  "filed": null,
  "accession": null,
  "sourceUrl": "https://www.sec.gov/files/company_tickers.json",
  "name": "Apple Inc.",
  "ticker": "AAPL",
  "retrievedAt": "2026-11-06T19:59:17.967882+00:00"
}

Pair 2 — concept_series: Apple Inc. Revenues, USD, CY2025 (verified live run 67PhgFdnIEKZNX7FR)

Input (verified live run 67PhgFdnIEKZNX7FR, build 0.1.7, dataset tqct3Qv4pugFmRYfK, 3.631 s, SUCCEEDED):

{
  "tool": "concept_series",
  "cik": "320193",
  "concept": "Revenues",
  "unit": "USD",
  "period": "CY2025"
}

Output (first dataset item; run 67PhgFdnIEKZNX7FR, SUCCEEDED):

{
  "tool": "concept_series",
  "cik": "320193",
  "cik10": "0000320193",
  "concept": "Revenues",
  "period": "CY2018",
  "endDate": "2016-09-24",
  "startDate": "2015-09-27",
  "value": 215639000000,
  "unit": "USD",
  "form": "10-K",
  "fy": 2018,
  "fp": "FY",
  "accession": "0000320193-18-000145",
  "filed": "2018-11-05",
  "sourceUrl": "https://www.sec.gov/Archives/edgar/data/320193/000032019318000145/",
  "retrievedAt": "2026-11-07T02:24:34.175163+00:00"
}

Pair 3 — concept_series: Apple Inc. Assets, USD, CY2025 (verified live run xMEEkGe7dWT0ITCsO)

Input (verified live run xMEEkGe7dWT0ITCsO, build 0.1.7, dataset nIETHKSt863zMWKwq, 3.607 s, SUCCEEDED):

{
  "tool": "concept_series",
  "cik": "320193",
  "concept": "Assets",
  "unit": "USD",
  "period": "CY2025"
}

Output (first dataset item; run xMEEkGe7dWT0ITCsO, SUCCEEDED):

{
  "tool": "concept_series",
  "cik": "320193",
  "cik10": "0000320193",
  "concept": "Assets",
  "period": "CY2025",
  "endDate": "2024-09-28",
  "startDate": null,
  "value": 364980000000,
  "unit": "USD",
  "form": "10-K",
  "fy": 2025,
  "fp": "FY",
  "accession": "0000320193-25-000079",
  "filed": "2025-10-31",
  "sourceUrl": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/",
  "retrievedAt": "2026-11-07T02:24:40.638720+00:00"
}

Input schema (.actor/input_schema.json)

Field	Type	Default	Description
tool	string	"concept_series"	Callable tool: concept_series (financial facts); the live Actor also accepts resolve_ticker (ticker → CIK/company name).
cik	string	"320193"	SEC CIK with or without leading zeros (default 320193 = Apple Inc.).
concept	string	"Revenues"	XBRL concept name, e.g. Revenues, Assets, Liabilities.
unit	string	"USD"	Value unit, e.g. USD, shares.
period	string	"CY2025"	Period label, e.g. CY2025 or CY2025Q2; omit for all periods.

Example input (default run): {"tool":"concept_series","cik":"320193","concept":"Revenues","unit":"USD","period":"CY2025"}.

Output

One dataset item per matching fact (concept_series) or one item (resolve_ticker). Fields: tool, cik, cik10, concept, period, endDate, startDate, value, unit, form, fy, fp, accession, filed, sourceUrl (public SEC Archives URL of the filing), name/ticker (resolve_ticker only), retrievedAt.

Search terms (Store discovery)

Users find this Actor on the Apify Store with terms such as:

• SEC company financials
• SEC companyfacts
• XBRL financials lookup
• SEC revenues assets lookup
• company financials agent tool
• sec-company-financials-mcp
• SEC financial statement rows
• fundamental data SEC API

Pricing & positioning

FREE public Store listing (no per-run or per-row charge to buyers). Listed in the BUSINESS category with SEO title/description staged on the listing. Competing SEC financials Store actors are mostly pay-per-event scrapers; this Actor is a free, stateless, agent-friendly lookup of public SEC companyfacts.

Pricing decision: keep current effective pricing — no price change without an owner/KYC step (POLICY #5/#6). isPublic left unchanged (true — not flipped without director GO). No publication flips in this task (Apify cap: 5 publications per rolling 24h; window ≈ 2026-11-07 12:50 CET).

Quality gate (POLICY #6, verified live)

Default input returns >0 dataset items in well under 5 minutes: run r7Ckxex5YQZ4H8OEa (resolve_ticker AAPL, build 0.1.1), status SUCCEEDED, 1 dataset item (CIK 320193, "Apple Inc."), server runtime 2.713 s. Also verified: concept_series Apple Revenues run 67PhgFdnIEKZNX7FR (3.631 s) and concept_series Apple Assets run xMEEkGe7dWT0ITCsO (3.607 s). All well under the 1-minute bound. isPublic, categories and pricing were not modified — no regressions.

Local checks

# From product root
python3 -m pytest tests/   # 4 tests, deterministic & network-free

Claims statement

All claims in this README are limited to what the product verifiably does: it reads public SEC companyfacts through official SEC endpoints and returns citation-ready financial rows. This README contains no revenue, user, or adoption claims, because none are verified (see knowledge/portfolio.md: 0 buyer runs, $0 verified revenue, owner runs only on every Actor).