dgunning / edgartools
Install for your project team
Run this command in your project directory to install the skill for your entire team:
mkdir -p .claude/skills/edgartools && curl -L -o skill.zip "https://fastmcp.me/Skills/Download/1261" && unzip -o skill.zip -d .claude/skills/edgartools && rm skill.zipProject Skills
This skill will be saved in .claude/skills/edgartools/ and checked into git. All team members will have access to it automatically.
Important: Please verify the skill by reviewing its instructions before using it.
Query and analyze SEC filings using EdgarTools
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Skill Content
---
name: EdgarTools
description: Query and analyze SEC filings using EdgarTools
---
# EdgarTools
Analyze SEC filings and financial statements.
## Skills
| Skill | Purpose |
|-------|---------|
| core (this directory) | Company lookup, filings, search |
| [financials/](./financials/) | Financial statements and metrics |
| [reports/](./reports/) | 10-K/10-Q/8-K section extraction |
| [holdings/](./holdings/) | 13F institutional holdings |
| [ownership/](./ownership/) | Form 3/4/5 insider transactions |
| [xbrl/](./xbrl/) | Low-level XBRL facts and concepts |
| [forms.yaml](./forms.yaml) | SEC form type mappings |
Each skill directory has `skill.yaml` (patterns and examples) and `sharp-edges.yaml` (common mistakes to avoid).
## Quick Setup
```python
from edgar import set_identity
set_identity("Your Name your@email.com") # Required
```
## API Discovery
Every object has `.docs` for API reference:
```python
company.docs # Full API guide
company.docs.search("filings") # Search for specific topic
filing.docs.search("xbrl") # How to access XBRL
```
## Common Entry Points
```python
from edgar import Company, get_filings, find
company = Company("AAPL") # By ticker
filing = find("0000320193-25-000079") # By accession
filings = get_filings(form="10-K", year=2024) # Discovery
```