Skill: lovelaceai/sec-filings (version 1.0.0-beta.1)

--- name: sec-filings description: "Query SEC filings for any public company by name, ticker, or CIK. (Beta)" version: 1.0.0-beta.1 metadata: openclaw: requires: bins: - curl --- Use `curl` to call the endpoint below. Server runs at `https://labs.lovelace.ai/sec/api`. Every request requires `entity` (company name, ticker, or CIK). ## /filings — list SEC filings ```bash # By company name curl "https://labs.lovelace.ai/sec/api/filings?entity=Apple&form_types=10-K&limit=4" # By ticker curl "https://labs.lovelace.ai/sec/api/filings?entity=TSLA&limit=5" # By CIK curl "https://labs.lovelace.ai/sec/api/filings?entity=320193" # With date range (both bounds inclusive, YYYY-MM-DD) curl "https://labs.lovelace.ai/sec/api/filings?entity=Microsoft&form_types=10-K,10-Q&after=2023-01-01" curl "https://labs.lovelace.ai/sec/api/filings?entity=Microsoft&form_types=10-K&after=2020-01-01&before=2022-12-31" # Markdown output curl -H "Accept: text/markdown" "https://labs.lovelace.ai/sec/api/filings?entity=Apple&form_types=10-K&limit=3" ``` ### Parameters | Param | Required | Description | |-------|----------|-------------| | `entity` | yes | Company name, ticker symbol, or CIK (max 256 chars) | | `form_types` | no | Comma-separated list. Omit for all supported types. | | `limit` | no | Max results (default 10, max 50) | | `after` | no | Inclusive lower bound on filing date, YYYY-MM-DD | | `before` | no | Inclusive upper bound on filing date, YYYY-MM-DD | ### Valid form types Use these values in `form_types` to narrow results. Omit to return all types. | Value | What it is | When to use | |-------|-----------|-------------| | `10-K` | Annual Report | Full-year financial results, risk factors, business overview | | `10-Q` | Quarterly Report | Quarterly financials and updates between annual reports | | `8-K` | Current Report | Material events: earnings releases, M&A, leadership changes, etc. | | `4` | Insider Ownership Changes | Trades or grants of shares by officers, directors, or 10%+ holders | | `SC 13D` | Activist Stake Disclosure | Filed when an investor acquires >5% with intent to influence the company | | `SC 13G` | Passive Stake Disclosure | Filed when an investor acquires >5% passively (no influence intent) | | `13F-HR` | Institutional Holdings | Quarterly snapshot of a fund's equity holdings (≥$100M AUM required) | | `DEF 14A` | Proxy Statement | Shareholder meeting agenda: board elections, exec pay, governance votes | ### Response JSON object with a `filings` array. Results are sorted most-recent first. | Field | Description | |-------|-------------| | `form_type` | Filing type (e.g. `10-K`, `8-K`) | | `date` | Filing date (YYYY-MM-DD) | | `accession_number` | SEC accession number | | `cik` | Company CIK | | `description` | Human-readable filing description | | `edgar_url` | Direct link to the filing index on SEC EDGAR | ```json { "filings": [ { "form_type": "10-K", "date": "2024-11-01", "accession_number": "0000320193-24-000123", "cik": "320193", "description": "Annual Report (Form 10-K)", "edgar_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019324000123/0000320193-24-000123-index.htm" } ] } ``` Add `-H "Accept: text/markdown"` for a human-readable markdown list instead of JSON. ## Example prompts These prompts work well with this skill: - *"Show me Apple's last 3 annual reports"* - *"What 8-Ks has Tesla filed in the last 90 days?"* - *"Find all insider trades at Nvidia since January"* - *"Who are the large passive shareholders of Microsoft? Show me their SC 13G filings"* - *"Pull Berkshire Hathaway's last two proxy statements"* - *"Has Amazon made any material event disclosures this quarter?"* ### Errors | HTTP status | Meaning | |-------------|---------| | 400 | Bad request — missing `entity`, invalid `after`/`before` format, or unrecognised `form_types` | | 404 | Entity not found — try a different name, the ticker symbol, or the CIK | | 500 | Internal error — retry once; if it persists the server may be unavailable | | 503 | Server starting up — retry after a few seconds | --- By using this skill you agree to the [Lovelace AI Terms and Conditions](https://lovelace.ai/terms-and-conditions).


Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: clean | SkillSpector: clean (LOW)