Users receive accurate financial insights with direct links to the specific source passages in SEC filings, ensuring verifiable and citation-grade intelligence for investment decisions.
The agent connects to the AlphaCreek MCP server to access structured SEC filings for specific US tickers. It retrieves narrative content from documents like 10-Ks and 10-Qs, ensuring that every claim or number is backed by a clickable link to the exact paragraph in the original filing. This allows for precise, verifiable equity research without relying on unverified summaries.
- Category: Research and knowledge
- Effect: Read-only
- MCP servers: AlphaCreek SEC Filings MCP (https://koskamo.com/explore/alphacreek-sec-filings-mcp)
- Source: AlphaCreek Blog - SEC Filing Engineering and AI Agent Guides (https://www.alphacreek.ai/blog)
- Source quote: "AlphaCreek is an SEC filing retrieval layer for AI agents, and it is now available as a connector inside Perplexity Computer. With one connection, Perplexity users can access filings across 6,000+ US tickers and UK FCA National Storage Mechanism disclosures across 380 Official List issuers, then…"
- Playbook page: https://koskamo.com/explore/use-cases/retrieve-cited-sec-filing-passages-for-equity-research
Prompt: Find the key risk factors mentioned in Apple's latest 10-K filing and provide the exact passage citations for each.