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FinancialMCP serverFirst audited Nov 13, 2026

beatandraise.com SEC Filings

SEC EDGAR since 1993: search and read filings, insiders, 13F, statements; verify quotes and figures.The vendor's description, from its MCP Registry listing.

Passed public checksAudited Nov 13, 2026

Every public check ran and passed. Public audit: we connect as an AI client would, list the tools and check what they say. We do not run them. How we audit

Does it work?
YesConnected in 252 ms.
Sign-up?
None neededIt answered without any account or key.
Can it change things?
No, read-onlyAll 29 tools say they only read.
Endpointhttps://beatandraise.com/mcp

Website Streamable HTTP · protocol 2025-11-25 · server version 3.1.0

What we checked, the evidence, and the tools it offers.

What we checked

Security

  • Passed: Connections are encrypted (HTTPS).

  • Passed: No hidden instructions found in tool text.

Safety labels

  • Passed: Every tool says whether it only reads or can change things.

Tools

  • Note: Some tool text is long, so it uses more of the AI's working memory.

    • server instructions (6,233 characters)
    • search_private_offerings (5,314 characters)

  • Passed: 29 tools listed.

  • Passed: Every tool describes its inputs with a valid schema.

Protocol

  • Passed: The MCP handshake works (Streamable HTTP).

  • Passed: Protocol version 2025-11-25 (latest).

  • Passed: Unknown requests are refused.

Connection

  • Passed: The server responds.

Tools (29)

As the server describes them. The labels are the server's own: it says whether each tool only reads or can change things.

  • search_filingsFull-text search across all SEC filing content. Returns matching documents, relevance-ranked, with counts by form type and year (forms, years) and how many distinct companies match (companies_found)…Read-only
  • search_companiesSearch for companies by name or ticker symbol. Returns matching entities with CIK, all known names, and ticker symbols, plus the SEC's SIC industry code and name (sic, sic_description) for companies…Read-only
  • get_companyLook up a company by CIK to get its name(s), ticker(s) and industry. When known, the result also has the SEC's SIC classification: sic (4-digit code, e.g. "6200"), sic_description (e.g. "SECURITY &…Read-only
  • list_sic_codesList the SEC's SIC industry codes, so you know which code to use with list_companies_by_sic. With a query (a word from the industry title: "software", "bank", "oil", "pharmaceutical") you get the ma…Read-only
  • list_companies_by_sicList the companies in an industry, using the SEC's Standard Industrial Classification (SIC). Pass a SIC code (3-4 digits, e.g. "6200" for securities brokers and exchanges, "3571" for electronic comp…Read-only
  • get_filingsQuery SEC filings by form type, date range, CIK and/or 8-K item. Returns filings newest first. Each filing's content_object lists its documents (sequence 1 is the primary); read one with get_documen…Read-only
  • get_filing_detailGet full filing metadata including its content_object. content_object lists every document in the filing with filename, doc_type, description, sequence and whether a markdown version exists; read on…Read-only
  • get_documentFetch a filing document's content from storage. For one section of a 10-K, 10-Q, 8-K or 20-F (MD&A, Risk Factors, Legal Proceedings, Item 2.02…), use get_filing_item instead: it returns just that It…Read-only
  • list_filing_itemsList the Items of a 10-K, 10-Q, 8-K or 20-F: which sections the filing has and where. Each entry gives the item ("1A", "7", "2.02"), its part ("I".."IV"; 10-Q items repeat across Part I and Part II)…Read-only
  • get_filing_itemRead one Item of a 10-K, 10-Q, 8-K or 20-F, e.g. Risk Factors or MD&A, instead of the whole document. Much smaller than get_document: a 10-K's Item 1A is typically 5-15% of the filing. The first lin…Read-only
  • list_filing_tablesList every R*.htm financial table in a filing (10-K, 10-Q, S-1, etc.). Returns one entry per <Report> in the filing's FilingSummary.xml — typically the Cover page, the core financial statements (inc…Read-only
  • get_holdingsGet parsed 13F-HR institutional holdings for a filer. Returns individual stock positions with issuer name, CUSIP, FIGI, market value, share count, investment discretion, and voting authority, parsed…Read-only
  • get_institutional_holdersWho holds a company, from 13F filings: how much of each share class institutions hold, and how that changed quarter by quarter. The company-side view of 13F; get_holdings is the manager side (what on…Read-only
  • get_insider_transactionsGet parsed Form 4 insider transactions for a company. Returns insider buy/sell transactions with owner details (name, title, relationship), transaction details (date, code, shares, price), and post-…Read-only
  • get_shares_outstandingGet a company's shares outstanding over time, as stated on the cover page of each 10-K, 10-Q, 20-F and 40-F (dei:EntityCommonStockSharesOutstanding). One row per share class and as-of date, oldest f…Read-only
  • get_fiscal_calendarGet a company's fiscal calendar: every quarter it reported, with its own dates. One row per quarter, oldest first, from the company's 10-K and 10-Q reports in order: period_start is the day after th…Read-only
  • search_private_offeringsSearch Form D filings: private placements and private funds (exempt offerings under Regulation D, Section 4(a)(5) and the Investment Company Act 3(c) exclusions), since 2009. Each result is one fili…Read-only
  • get_private_offeringGet one Form D filing in full, by accession number (from search_private_offerings). Everything search returns, plus: the issuer's full address, phone and previous names; co-issuers; related persons…Read-only
  • query_secSQL (DuckDB) over SEC filing data, for questions ACROSS MANY COMPANIES or filings: totals, comparisons, breakdowns, screens, and finding which filings to read. For one company or one filing use the o…Read-only
  • get_financial_statementsExtract structured financial statements from a 10-K or 10-Q filing. Returns balance sheet, income statement, cash flow statement, equity statement, and comprehensive income — each as markdown table…Read-only
  • get_financial_historyA company's financial statements from its last several 10-Ks or 10-Qs, in one call. For trends (revenue, margins, cash flow) instead of calling get_financial_statements filing by filing. Returns eac…Read-only
  • search_documentSearch within a filing's documents for specific terms. Returns matching lines with context. If filename is omitted, searches every readable document in the filing (the main document and its exhibits…Read-only
  • verify_quoteCheck that a figure or sentence really appears in a filing document, and get a link that highlights exactly where. Use this before stating any number or quotation from a filing. Analysts need to see…Read-only
  • verify_figureCheck that a number you are about to state appears in a filing, however it is written. Every number is compared as its digits alone (separators, decimal point, sign, $ and % dropped, zeros trimmed):…Read-only
  • list_figuresList the numbers a filing document actually states, each with its label. Each entry is a number with its label (the table row's label, or the words leading up to it in prose) and its digits with for…Read-only
  • check_citationsCheck every number in a draft against the filing characters it cites, and link them. Write your draft with a citation right after each figure, using the ref that list_figures or verify_figure gave f…Read-only
  • get_helpWhat the beatandraise.com tools cover, where they stop, and what to use instead. Call it when a tool returned nothing, an error or less than the user needed, or the user asks for something you canno…Read-only
  • compare_filing_itemWhat changed in one Item of a 10-K, 10-Q or 20-F since the same filing a year earlier (new and dropped risk factors, rewritten MD&A, legal proceedings...), shown to the user as a marked-up comparison…Read-only
  • more_item_changesThe next page of a compare_filing_item result: its changes from number changes_from on. Pass the same arguments as the compare_filing_item call, and the changes_from its last line gives. Args: a…Read-only

Audit history

  1. Nov 13Passed

What we sent

Every request in this audit, with the answer and how long it took. We never send credentials and never call a tool.

RequestAnswerTime
initializeHTTP 200252 ms
initializedHTTP 202224 ms
tools/listHTTP 200541 ms
resources/listHTTP 200151 ms
prompts/listHTTP 200123 ms
unknown-methodHTTP 200154 ms

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