caveats
surface a filer missing one or two calendar quarters, a concept that resolved to a retired XBRL tag for one company, period ends that differ inside one aligned period, and concepts whose unit differs across companies
How to use it
caveats is exposed by the Secedgar MCP Server MCP server. Add the server to your MCP client (Claude Desktop, Cursor, Windsurf and others), and the caveats tool becomes available to the model automatically. See the full listing for setup details and every tool this server provides.
Install Secedgar MCP Server
docker run -e EDGAR_USER_AGENT="MyApp my@email.com" -p 3010:3010 secedgar-mcp-serverOther tools in Secedgar MCP Server (22)
counts every code across the scanned window before the filter, so a zero-hit filter comes back with the items that are present rather than a dead end
bounds the inline matrix (1-12, default 4) and the window shrinks further when companies x concepts x periods is too large to return in one response; the full aligned series is always materialized as a df<id> dataframe for growth rates and spreads via secedgardataframequery
targets a reporting period ("2026-Q1"); omit it for the newest quarter whose 45-day filing deadline has passed. The applied quarter and its filing window are echoed back
flags alternate-definition tags some filers use as their primary line (e.g. cash → restricted-cash-inclusive total, equity → NCI-inclusive total), so a whole-universe screen on the base tag isn't silently under-inclusive — query those separately
Find companies and retrieve entity info with optional recent filings
Compare named companies across several concepts, aligned on calendar periods
List canvas dataframes with provenance, TTL, and schema
Drop a canvas dataframe by name. Opt-in via EDGARDATAFRAMEDROPENABLED=true — off by default since TTL already handles cleanup
Run a single-statement SELECT across dataframes
Fetch SEC XBRL frames for one concept × one period across all reporting companies
Reverse 13F lookup — which institutional managers reported holding an issuer
5%+ blockholders of an issuer, parsed from structured SCHEDULE 13D / 13G filings
Fetch a specific filing's metadata and document content
Get historical XBRL financial data for a company
ETF and mutual fund portfolio holdings from the quarterly NPORT-P report
Form 4 / 4-A insider transactions (buys, sells, grants, exercises) parsed from ownership XML
13F-HR quarterly institutional holdings parsed from the information table
8-K filings with item codes decoded and filterable — earnings, officer changes, non-reliance
One-call financial profile — the latest value of every supported concept, grouped by statement
Discover supported XBRL concept names or reverse-lookup a raw tag
Search EDGAR filings since 1993 — full-text (2001+) plus archive-backed browse for pre-2001 ranges
counts raw info-table rows; totalpositions counts distinct positions after consolidation (both before limit)