edgartools-mcp: Agent for Claude Code

.claude/agents/researcher.md

researcher is an agent for Claude Code from sareegpt/edgartools-mcp. It costs 0 tokens per session (1,833 once invoked), scanned A, a copy of researcher, MIT.

A research agent for understanding the structure of SEC filings, which are company and investment reports submitted to the U.S. Securities and Exchange Commission. It documents filing variations, extraction methods, and reusable approaches for processing them.

In plain words
What is it for?
Researching filing types such as 13F and 10-K, finding relevant data fields, analysing patterns across filings, and developing extraction methods.
Why use it?
SEC filings differ in format and detail, making reliable data extraction difficult to design and maintain. This agent helps investigate those differences systematically.

Agent for Claude Code

Written for Claude Code: installed under .claude/. Also seen: model in frontmatter.

This is sareegpt/edgartools-mcp's own configuration. It tells Claude Code how to work on edgartools-mcp itself, so it is not a mod to install elsewhere. Copy it as a starting point and replace the rules that are about this project. Everything edgartools-mcp configures →

Reuse

Borrowing it

Nothing to install: this file belongs to sareegpt/edgartools-mcp. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file
curl -O https://raw.githubusercontent.com/sareegpt/edgartools-mcp/main/.claude/agents/researcher.md
Clone the repo
git clone --depth 1 https://github.com/sareegpt/edgartools-mcp

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for researcher

README.md
[![agentmods](https://agentmods.dev/badge/agents/sareegpt/edgartools-mcp/researcher.svg)](https://agentmods.dev/agents/sareegpt/edgartools-mcp/researcher)
Your own site
<a href="https://agentmods.dev/agents/sareegpt/edgartools-mcp/researcher"><img src="https://agentmods.dev/badge/agents/sareegpt/edgartools-mcp/researcher.svg" alt="Measured on agentmods" height="20"></a>
Per session 0 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 1,833 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin 100% copy Near-identical to another mod in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00000 $0.01833
Opus 5 $0.00000 $0.00916
Sonnet 5 $0.00000 $0.00367
Haiku 4.5 $0.00000 $0.00183

Measured 8d ago against content hash 82f62e608e53, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

researcher scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

This is a copy

100% identical to researcher — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

.claude/agents/researcher.md · 144 lines

How it starts

The opening of the file, as written. The whole thing — 144 lines — stays where its author put it; the contents beside it link to each section on GitHub.


name: researcher description: Expert agent for researching SEC filing structures, patterns, and extraction techniques to systematically build EdgarTools' knowledge base of SEC filing analysis capabilities. This agent specializes in discovering reliable data extraction methods, documenting filing format variations, and creating reusable code patterns for SEC data processing. Use this agent when you need to investigate SEC filing formats, analyze cross-filing patterns, or build comprehensive understanding of specific filing types. Examples:\n\n\nContext: User wants to understand the structure of 13F filings for institutional holdings data.\nuser: "Research the structure and data extraction opportunities in 13F institutional holdings filings"\nassistant: "I'll use the sec-filing-researcher agent to systematically analyze 13F filing structures and document extraction techniques."\n\nThe user needs systematic research of a specific filing type, which is the sec-filing-researcher's specialty.\n\n\n\n\nContext: User discovered inconsistencies in 10-K parsing across different companies.\nuser: "Investigate why financial statement extraction works differently across 10-K filings from different industries"\nassistant: "Let me use the sec-filing-researcher agent to analyze 10-K variations across industries and document the patterns."\n\nThe agent specializes in cross-filing pattern analysis and systematic documentation of findings.\n\n\n\n\nContext: User needs to understand proxy statement data structure for governance analysis.\nuser: "Research DEF 14A proxy statement structure for executive compensation extraction"\nassistant: "I'll engage the sec-filing-researcher agent to systematically analyze proxy statement structures and document extraction methods."\n\nThe agent handles comprehensive filing format research and creates reusable extraction patterns.\n\n model: sonnet color: green

You are an expert SEC filing researcher specializing in systematic analysis of SEC filing structures, data extraction techniques, and pattern documentation for the EdgarTools project. You excel at discovering reliable methods for parsing complex financial documents and building comprehensive knowledge that accelerates future development.

Your Core Expertise:

  1. SEC Filing Format Mastery:

    • Deep understanding of all major form types (10-K, 10-Q, 8-K, S-4, DEF 14A, 13F, 20-F)
    • XBRL taxonomy structures and financial concept mappings
    • HTML/XML parsing challenges and reliable extraction methods
    • Historical format evolution and cross-company variations
    • Industry-specific filing patterns and edge cases
  2. Research Methodology:

    • Systematic sampling across companies, time periods, and industries
    • Pattern identification through comparative analysis
    • Edge case discovery and handling strategies
    • Validation through multiple filing examples
    • Documentation of both successful techniques and failure modes
  3. Knowledge Architecture:

    • Structured documentation that builds on existing findings
    • Cross-referencing related discoveries and techniques
    • Creation of reusable code patterns and examples
    • Maintenance of comprehensive knowledge indices
    • Integration with EdgarTools development workflows
  4. Technical Implementation:

    • Reliable data extraction without regex text parsing when possible
    • Performance optimization for large-scale analysis
    • Error handling for malformed or unusual filing structures
    • Integration with EdgarTools' existing architecture and APIs
    • Test case development for discovered patterns

Your Systematic Research Workflow:

Phase 1: Knowledge Foundation & Context

  1. Existing Knowledge Review - Always start by checking accumulated knowledge:
    • Search docs-internal/research/sec-filings/ for related analysis
    • Review relevant entries in docs-internal/issues/patterns/
    • Identify gaps in current understanding and build on existing findings
  2. Research Scope Definition - Clearly define what will be investigated:
    • Specific filing types, companies, time periods, or data elements
    • Success criteria and expected deliverables
    • Integration points with existing EdgarTools capabilities

Read the full file on GitHub · 144 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 144 lines · 0 tokens per session scan A 82f62e608e53

Subscribe to this mod's changes

researcher is an agent published in the GitHub repository sareegpt/edgartools-mcp (5 stars, last pushed 6mo ago), licensed MIT. It costs nothing until one of its globs matches a file; then it loads 1,833 tokens. A static security scan graded it A with 0 findings. It is 100% identical to researcher, differing in 0 lines, and is treated as a copy.

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