# 10-K Strategic Intelligence MCP (`elisabethhitz/10k-strategic-intelligence-mcp`) Actor MCP Server running as Apify Standby for SEC filings and earnings call analysis. - **URL**: https://apify.com/elisabethhitz/10k-strategic-intelligence-mcp.md - **Developed by:** [Elisabeth](https://apify.com/elisabethhitz) (community) - **Categories:** AI, Agents, MCP servers - **Stats:** 1 total users, 0 monthly users, 0.0% runs succeeded, 0 bookmarks - **User rating**: No ratings yet ## Pricing from $100.00 / 1,000 filing intelligence calls This Actor is paid per event and usage. You are charged both the fixed price for specific events and for Apify platform usage. Learn more: https://docs.apify.com/platform/actors/running/actors-in-store#pay-per-event ## What's an Apify Actor? Actors are web data automations that power AI and operations. They run on the Apify platform to scrape websites, process data, connect APIs, and automate workflows. In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours, and optionally produces a well-defined JSON output, datasets with results, or files in key-value store. In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server. Actors are written with capital "A". ## How to integrate an Actor? If asked about integration, you help developers integrate Actors into their projects. You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready. The best way to integrate Actors is as follows. In JavaScript/TypeScript projects, use official [JavaScript/TypeScript client](https://docs.apify.com/api/client/js/docs.md): ```bash npm install apify-client ``` In Python projects, use official [Python client library](https://docs.apify.com/api/client/python/docs.md): ```bash pip install apify-client ``` In shell scripts, use [Apify CLI](https://docs.apify.com/cli/docs.md): ````bash # MacOS / Linux curl -fsSL https://apify.com/install-cli.sh | bash # Windows irm https://apify.com/install-cli.ps1 | iex ```bash In AI frameworks, you might use the [Apify MCP server](https://docs.apify.com/integrations/mcp.md). If your project is in a different language, use the [REST API](https://docs.apify.com/api/v2.md). For usage examples, see the [API](#api) section below. For more details, see Apify documentation as [Markdown index](https://docs.apify.com/llms.txt) and [Markdown full-text](https://docs.apify.com/llms-full.txt). # README ## 10-K Strategic Intelligence MCP MCP server that pulls **real SEC EDGAR filings** and returns **verbatim strategy excerpts with source URLs**, so AI sales agents and AEs can ground outreach in what a company actually told its investors. No invented summaries: every excerpt is quoted from the cited filing, tagged by theme (strategic initiatives, cost programs, AI/digital, expansion, investment areas), with the filing date and a direct link to the document. ### Tools | Tool | What it does | |---|---| | `find_company` | Ticker to SEC EDGAR record (CIK + registered name) | | `get_latest_filings` | Most recent 10-K / 10-Q filings with dates and direct document URLs | | `extract_strategic_signals` | Fetches the latest 10-K and returns verbatim excerpts around strategy language, tagged by theme, with source URLs | ### Use as MCP server (Standby mode) Endpoint: `https://elisabethhitz--10k-strategic-intelligence-mcp.apify.actor/mcp` Authenticate with your Apify token: `Authorization: Bearer `. ### Use as a one-shot actor Set `tool` and `ticker` in the input, run, and read the result from the default dataset. ### Data source and limits Data comes from SEC EDGAR public APIs (data.sec.gov, sec.gov); filings are public records. Excerpt selection is keyword-based and may miss context. Always read the cited section before quoting externally. US-listed companies only. Not investment advice. Built by [Elisabeth Hitz](https://closermethod.com): 6 years carrying B2B SaaS quota (268% at Deel, 167% at Criteo), now building AI systems for sales teams. # Actor input Schema ## `tool` (type: `string`): Which 10-K Strategic Intelligence tool to call ## `ticker` (type: `string`): Stock ticker, e.g. AAPL ## `limit` (type: `integer`): Max filings to return (used by get_latest_filings) ## `max_excerpts_per_theme` (type: `integer`): Max verbatim excerpts per strategy theme (used by extract_strategic_signals) ## Actor input object example ```json { "tool": "get_latest_filings", "ticker": "AAPL", "limit": 5, "max_excerpts_per_theme": 2 } ```` # API You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup. ## JavaScript example ```javascript import { ApifyClient } from 'apify-client'; // Initialize the ApifyClient with your Apify API token // Replace the '' with your token const client = new ApifyClient({ token: '', }); // Prepare Actor input const input = { "tool": "get_latest_filings", "ticker": "AAPL" }; // Run the Actor and wait for it to finish const run = await client.actor("elisabethhitz/10k-strategic-intelligence-mcp").call(input); // Fetch and print Actor results from the run's dataset (if any) console.log('Results from dataset'); console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`); const { items } = await client.dataset(run.defaultDatasetId).listItems(); items.forEach((item) => { console.dir(item); }); // 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs ``` ## Python example ```python from apify_client import ApifyClient # Initialize the ApifyClient with your Apify API token # Replace '' with your token. client = ApifyClient("") # Prepare the Actor input run_input = { "tool": "get_latest_filings", "ticker": "AAPL", } # Run the Actor and wait for it to finish run = client.actor("elisabethhitz/10k-strategic-intelligence-mcp").call(run_input=run_input) # Fetch and print Actor results from the run's dataset (if there are any) print("💾 Check your data here: https://console.apify.com/storage/datasets/" + run["defaultDatasetId"]) for item in client.dataset(run["defaultDatasetId"]).iterate_items(): print(item) # 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start ``` ## CLI example ```bash echo '{ "tool": "get_latest_filings", "ticker": "AAPL" }' | apify call elisabethhitz/10k-strategic-intelligence-mcp --silent --output-dataset ``` ## MCP server setup ```json { "mcpServers": { "apify": { "command": "npx", "args": [ "mcp-remote", "https://mcp.apify.com/?tools=elisabethhitz/10k-strategic-intelligence-mcp", "--header", "Authorization: Bearer " ] } } } ``` ## OpenAPI specification ```json { "openapi": "3.0.1", "info": { "title": "10-K Strategic Intelligence MCP", "description": "MCP Server running as Apify Standby for SEC filings and earnings call analysis.", "version": "1.0", "x-build-id": "GUswdLo6dlzCe0A0Y" }, "servers": [ { "url": "https://api.apify.com/v2" } ], "paths": { "/acts/elisabethhitz~10k-strategic-intelligence-mcp/run-sync-get-dataset-items": { "post": { "operationId": "run-sync-get-dataset-items-elisabethhitz-10k-strategic-intelligence-mcp", "x-openai-isConsequential": false, "summary": "Executes an Actor, waits for its completion, and returns Actor's dataset items in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK" } } } }, "/acts/elisabethhitz~10k-strategic-intelligence-mcp/runs": { "post": { "operationId": "runs-sync-elisabethhitz-10k-strategic-intelligence-mcp", "x-openai-isConsequential": false, "summary": "Executes an Actor and returns information about the initiated run in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/runsResponseSchema" } } } } } } }, "/acts/elisabethhitz~10k-strategic-intelligence-mcp/run-sync": { "post": { "operationId": "run-sync-elisabethhitz-10k-strategic-intelligence-mcp", "x-openai-isConsequential": false, "summary": "Executes an Actor, waits for completion, and returns the OUTPUT from Key-value store in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK" } } } } }, "components": { "schemas": { "inputSchema": { "type": "object", "required": [ "tool" ], "properties": { "tool": { "title": "Tool", "enum": [ "find_company", "get_latest_filings", "extract_strategic_signals" ], "type": "string", "description": "Which 10-K Strategic Intelligence tool to call", "default": "get_latest_filings" }, "ticker": { "title": "Ticker", "type": "string", "description": "Stock ticker, e.g. AAPL", "default": "AAPL" }, "limit": { "title": "Filings limit", "minimum": 1, "maximum": 10, "type": "integer", "description": "Max filings to return (used by get_latest_filings)", "default": 5 }, "max_excerpts_per_theme": { "title": "Max excerpts per theme", "minimum": 1, "maximum": 5, "type": "integer", "description": "Max verbatim excerpts per strategy theme (used by extract_strategic_signals)", "default": 2 } } }, "runsResponseSchema": { "type": "object", "properties": { "data": { "type": "object", "properties": { "id": { "type": "string" }, "actId": { "type": "string" }, "userId": { "type": "string" }, "startedAt": { "type": "string", "format": "date-time", "example": "2025-01-08T00:00:00.000Z" }, "finishedAt": { "type": "string", "format": "date-time", "example": "2025-01-08T00:00:00.000Z" }, "status": { "type": "string", "example": "READY" }, "meta": { "type": "object", "properties": { "origin": { "type": "string", "example": "API" }, "userAgent": { "type": "string" } } }, "stats": { "type": "object", "properties": { "inputBodyLen": { "type": "integer", "example": 2000 }, "rebootCount": { "type": "integer", "example": 0 }, "restartCount": { "type": "integer", "example": 0 }, "resurrectCount": { "type": "integer", "example": 0 }, "computeUnits": { "type": "integer", "example": 0 } } }, "options": { "type": "object", "properties": { "build": { "type": "string", "example": "latest" }, "timeoutSecs": { "type": "integer", "example": 300 }, "memoryMbytes": { "type": "integer", "example": 1024 }, "diskMbytes": { "type": "integer", "example": 2048 } } }, "buildId": { "type": "string" }, "defaultKeyValueStoreId": { "type": "string" }, "defaultDatasetId": { "type": "string" }, "defaultRequestQueueId": { "type": "string" }, "buildNumber": { "type": "string", "example": "1.0.0" }, "containerUrl": { "type": "string" }, "usage": { "type": "object", "properties": { "ACTOR_COMPUTE_UNITS": { "type": "integer", "example": 0 }, "DATASET_READS": { "type": "integer", "example": 0 }, "DATASET_WRITES": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_READS": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_WRITES": { "type": "integer", "example": 1 }, "KEY_VALUE_STORE_LISTS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_READS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_WRITES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_INTERNAL_GBYTES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_EXTERNAL_GBYTES": { "type": "integer", "example": 0 }, "PROXY_RESIDENTIAL_TRANSFER_GBYTES": { "type": "integer", "example": 0 }, "PROXY_SERPS": { "type": "integer", "example": 0 } } }, "usageTotalUsd": { "type": "number", "example": 0.00005 }, "usageUsd": { "type": "object", "properties": { "ACTOR_COMPUTE_UNITS": { "type": "integer", "example": 0 }, "DATASET_READS": { "type": "integer", "example": 0 }, "DATASET_WRITES": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_READS": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_WRITES": { "type": "number", "example": 0.00005 }, "KEY_VALUE_STORE_LISTS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_READS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_WRITES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_INTERNAL_GBYTES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_EXTERNAL_GBYTES": { "type": "integer", "example": 0 }, "PROXY_RESIDENTIAL_TRANSFER_GBYTES": { "type": "integer", "example": 0 }, "PROXY_SERPS": { "type": "integer", "example": 0 } } } } } } } } } } ```