Extract financial metrics from SEC filings
Receive structured JSON with cited financial metrics, risk changes, and confidence scores from public filings, enabling evidence-backed financial analysis without manual reading.
How it works
Read-onlyData and analysis
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.
Prompt
Paste this into an agent that has the servers below connected. Adjust the names and dates to your own.
Prompt for Extract financial metrics from SEC filings
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.MCP servers it needs
Source
The vendor page this playbook is drawn from, and the passage that supports it.
Amalgix resolves supported SEC filings, extracts metrics and risk changes, and returns evidence-backed JSON with a not-investment-advice flag.Amalgix — Financial Filing & Contract Intelligence