What is web-search-advanced-financial-report?

A web-search guide for finding financial reports such as SEC filings, earnings reports, and annual reports. SEC filings are company disclosures submitted to the U.S. Securities and Exchange Commission.

Finding company filings and financial reports by query, domain, date, included text, result type, summaries, highlights, and page content.

It makes it easier to narrow searches to relevant financial documents and dates while avoiding unsupported search filters.

web-search-advanced-financial-report — Skill by tomopay/exa-mcp-server

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 tomopay/exa-mcp-server --skill financial-report-search

Clone the repo

git clone --depth 1 https://github.com/tomopay/exa-mcp-server

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.

README.md

[![agentmods](https://agentmods.dev/badge/skills/tomopay/exa-mcp-server/financial-report-search/github.svg)](https://agentmods.dev/skills/tomopay/exa-mcp-server/financial-report-search)

Your own site

<a href="https://agentmods.dev/skills/tomopay/exa-mcp-server/financial-report-search"><img src="https://agentmods.dev/badge/skills/tomopay/exa-mcp-server/financial-report-search/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.

Your own site · 80×15

<a href="https://agentmods.dev/skills/tomopay/exa-mcp-server/financial-report-search"><img src="https://agentmods.dev/badge/skills/tomopay/exa-mcp-server/financial-report-search.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 50 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.

When invoked 802 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.

Model	Per session	Once invoked
Fable 5.1	$0.00050	$0.00802
Opus 5.5	$0.00020	$0.00321
Sonnet 5.5	$0.00010	$0.00160
Haiku 4.5	$0.00005	$0.00080

Measured 2mo ago against content hash 3f86332b22e0, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

web-search-advanced-financial-report 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 2mo 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 web-search-advanced-financial-report — 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.

skills/financial-report-search/SKILL.md · 118 lines

How it starts

The opening of the file, as written. The whole thing — 118 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Web Search Advanced - Financial Report Category

Tool Restriction (Critical)

ONLY use web_search_advanced_exa with category: "financial report". Do NOT use other categories or tools.

Filter Restrictions (Critical)

The financial report category has one known restriction:

excludeText - NOT SUPPORTED (causes 400 error)

Supported Parameters

Core

query (required)
numResults
type ("auto", "fast", "deep", "neural")

Domain filtering

includeDomains (e.g., ["sec.gov", "investor.apple.com"])
excludeDomains

Date filtering (ISO 8601) - Very useful for financial reports!

startPublishedDate / endPublishedDate
startCrawlDate / endCrawlDate

Text filtering

includeText (must contain ALL) - single-item arrays only; multi-item causes 400
~~excludeText~~ - NOT SUPPORTED

Content extraction

textMaxCharacters / contextMaxCharacters
enableSummary / summaryQuery
enableHighlights / highlightsNumSentences / highlightsPerUrl / highlightsQuery

Additional

additionalQueries
maxAgeHours / livecrawlTimeout
subpages / subpageTarget

Token Isolation (Critical)

Never run Exa searches in main context. Always spawn Task agents:

Agent calls web_search_advanced_exa with category: "financial report"
Agent merges + deduplicates results before presenting
Agent returns distilled output (brief markdown or compact JSON)
Main context stays clean regardless of search volume

When to Use

Use this category when you need:

SEC filings (10-K, 10-Q, 8-K, S-1)
Quarterly earnings reports
Annual reports
Investor presentations
Financial statements

Examples

SEC filings for a company:

web_search_advanced_exa {
  "query": "Anthropic SEC filing S-1",
  "category": "financial report",
  "numResults": 10,
  "type": "auto"
}

Recent earnings reports:

web_search_advanced_exa {
  "query": "Q4 2025 earnings report technology",
  "category": "financial report",
  "startPublishedDate": "2025-10-01",
  "numResults": 20,
  "type": "auto"
}

Read the full file on GitHub · 118 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.

2mo ago First seen · 118 lines · 50 tokens per session scan A 3f86332b22e0

Subscribe to this mod's changes

web-search-advanced-financial-report is a skill published in the GitHub repository tomopay/exa-mcp-server (0 stars, last pushed 7mo ago), licensed MIT. It adds 50 tokens to every session and 802 once invoked, about $0.0002 per session on Opus 5.5. A static security scan graded it A with 0 findings. It is 100% identical to web-search-advanced-financial-report, differing in 0 lines, and is treated as a copy.

Finance and fintech Research

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