financial-filings-research

financial-filings-research is a skill for Claude Code, Codex from financial-reports/financial-reports-mcp-server. It costs 0 tokens per session (1,879 once invoked), scanned A, original, MIT.

A research workflow for public-company regulatory filings and financial statements, such as annual reports and 10-K or 20-F filings.

In plain words
What is it for?
Use it to look up companies, retrieve filings, compare financial results, screen industries, and monitor new disclosures.
Why use it?
It helps gather and compare reported company figures without confusing filings with live market-price data.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to look up companies, retrieve filings, compare financial results, screen industries, and monitor new disclosures.

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Install with agentmods
npx agentmods add skills/financial-reports/financial-reports-mcp-server/financial-filings-research
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add financial-reports/financial-reports-mcp-server --skill financial-filings-research
Clone the repo
git clone --depth 1 https://github.com/financial-reports/financial-reports-mcp-server

Made for: Claude Code, Codex.

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 financial-filings-research

README.md
[![agentmods](https://agentmods.dev/badge/skills/financial-reports/financial-reports-mcp-server/financial-filings-research/github.svg)](https://agentmods.dev/skills/financial-reports/financial-reports-mcp-server/financial-filings-research)
Your own site
<a href="https://agentmods.dev/skills/financial-reports/financial-reports-mcp-server/financial-filings-research"><img src="https://agentmods.dev/badge/skills/financial-reports/financial-reports-mcp-server/financial-filings-research/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for financial-filings-research

Your own site · 80×15
<a href="https://agentmods.dev/skills/financial-reports/financial-reports-mcp-server/financial-filings-research"><img src="https://agentmods.dev/badge/skills/financial-reports/financial-reports-mcp-server/financial-filings-research.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,879 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 original No closer match found 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 $0.01879
Opus 5 $0.00000 $0.00940
Sonnet 5 $0.00000 $0.00376
Haiku 4.5 $0.00000 $0.00188

Measured 8d ago against content hash 89dc152b3c07, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

financial-filings-research 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.

skills/financial-filings-research/SKILL.md · 170 lines

How it starts

The opening of the file, as written. The whole thing — 170 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial Filings Research

Workflows for the FinancialReports MCP connector: company lookup, filings retrieval, financial comparison, industry screening.

The connector is the data layer. This skill is the workflow layer.

When to use

A named public company, a filing (10-K, 20-F, annual/quarterly report, insider transaction, ESG), a financial line item, or industry/peer screening.

Not for market data — prices, quotes, volumes are a different domain.

Tools

The connector exposes 16 research tools. Administrative, reference and webhook-management endpoints are not part of the research surface — if you need one, say so rather than substituting a tool that answers a different question. Full parameters in references/tool-cheatsheet.md.

Goal Sequence
Find a company companies_list (search) → companies_retrieve for detail
Resolve many identifiers companies_resolve_create (batch; beats a loop)
ISIN → company isins_retrieve; isins_list for dual listings
Get filings filings_listfilings_retrievefilings_markdown_retrieve
Search inside a filing filings_markdown_search
Financials companies_financials_retrieve
Next report due companies_next_annual_report_retrieve
Filing types / ISIC / fetch strategy get_fr_filing_type_taxonomy, get_fr_industry_classification_isic, get_fr_markdown_fetch_strategy
Industry screening resolve a known peer → read its sub_industry_codecompanies_list?sub_industry=…

ISIC note: there is no isic_class parameter. Filter with companies_list?sub_industry=<4-digit class code>.

Workflows

1. Resolve a company

ISIN → isins_retrieve. Name or ticker → companies_list?search=. If several match, ask the user rather than picking — companies dual-list under different ISINs. Then companies_retrieve for full metadata.

Don't paginate past page 2 hunting for a match; refine the search instead.

2. Retrieve and summarise a filing

Read the full file on GitHub · 170 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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 Changed · -18 lines 89dc152b3c07
  2. 12d ago First seen · 188 lines · 0 tokens per session scan A 6333b411b5c2

Subscribe to this mod's changes

financial-filings-research is a skill published in the GitHub repository financial-reports/financial-reports-mcp-server (2 stars, last pushed yesterday), licensed MIT. It costs nothing until one of its globs matches a file; then it loads 1,879 tokens. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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