Retrieve cited SEC filing passages for equity research
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.
How it works
Read-onlyResearch and knowledge
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.
Prompt
Paste this into an agent that has the servers below connected. Adjust the names and dates to your own.
Prompt for Retrieve cited SEC filing passages for equity research
Find the key risk factors mentioned in Apple's latest 10-K filing and provide the exact passage citations for each.MCP servers it needs
Source
The vendor page this playbook is drawn from, and the passage that supports it.
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…AlphaCreek Blog - SEC Filing Engineering and AI Agent Guides