Receive structured JSON with cited financial metrics, risk changes, and confidence scores from public filings, enabling evidence-backed financial analysis without manual reading.
The agent identifies the target company's ticker or CIK and selects the relevant SEC filing type (e.g., 10-K, 10-Q). It invokes the analyze_public_filing tool to extract specific metrics and risk factors. The agent verifies the returned JSON for high-confidence evidence quotes and source references to ensure accuracy before presenting findings to the user.
- Category: Data and analysis
- Effect: Read-only
- MCP servers: Amalgix MCP (https://koskamo.com/explore/amalgix-mcp)
- Source: Amalgix — Financial Filing & Contract Intelligence (https://amalgix.io/docs)
- Source quote: "Amalgix resolves supported SEC filings, extracts metrics and risk changes, and returns evidence-backed JSON with a not-investment-advice flag."
- Playbook page: https://koskamo.com/explore/use-cases/extract-financial-metrics-from-sec-filings
Prompt: Analyze the latest 10-K filing for ticker AAPL. Extract net sales and identify any material risk changes. Return the results as structured JSON with evidence quotes and confidence scores.