Agent skill

Sec Amendments Review

by OctagonAI in OctagonAI/skills

Review amendments to SEC filings using Octagon MCP. An agent skill from OctagonAI/skills.

MITAuto-check passedBusiness, Finance & HR

Install Sec Amendments Review

skills CLI
$ npx skills add OctagonAI/skills --skill sec-amendments-review -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install OctagonAI/skills sec-amendments-review --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/sec-amendments-review .claude/skills/sec-amendments-review && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
sec-amendments-review
GitHub stars
127
Token cost
~2.1k tokens
SKILL.md length
743 words
Files
5 (incl. references)
Skills in repo
53
Repo updated
First seen
Licence
MIT

At a glance

Review amendments to SEC filings using Octagon MCP. An agent skill from OctagonAI/skills.

  • Works in 4 steps: Identify Analysis Parameters → Execute Query via Octagon MCP → Expected Output → …
  • Tracking material changes
  • SKILL.md covers Prerequisites, Workflow, Example Queries and Amendment Types, plus 5 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Sec Amendments Review is an agent skill from OctagonAI/skills. Review amendments to SEC filings using Octagon MCP. Use when tracking material changes, corrections, restatements, and updates to previously filed documents including 10-K/A, 10-Q/A, 8-K/A, S-1/A, and Form 144/A filings.

Its SKILL.md is about 2.1k tokens, which your agent loads only when the skill is triggered. The skill folder holds 5 other files, including reference files (for example `README.md`, `marketplace.json` and `references/interpreting-results.md`).

It sits in Business, Finance & HR, covering MCP servers. It works with Model Context Protocol and SEC EDGAR. The repository describes itself as: A collection of Claude skills for agentic financial research by Octagon. The licence is MIT.

When your agent uses it

  • Tracking material changes
  • Updates to previously filed documents including 10-K/A
  • Form 144/A filings

Example prompts

  • “/sec-amendments-review”

Workflow steps

4 steps, taken from the step headings in SKILL.md.

  1. Identify Analysis Parameters
  2. Execute Query via Octagon MCP
  3. Expected Output
  4. Interpret Results

What it can do on your machine

Read from SKILL.md and the folder at commit 51e938c. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md (its code samples are json).

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Sec Amendments Review loads about 2.1k tokens when it runs, and up to ~4.8k if it reads all its reference files. Until then it costs about 61 tokens; SKILL.md has 743 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~61
When it runs · the whole SKILL.md, loaded when a task matches
~2.1k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~4.8k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from OctagonAI/skills at commit 51e938c, republished under its MIT licence (© OctagonAI). 743 words, ~2,107 tokens.

Download SKILL.mdSave it as .claude/skills/sec-amendments-review/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.
name
sec-amendments-review
description
Review amendments to SEC filings using Octagon MCP. Use when tracking material changes, corrections, restatements, and updates to previously filed documents including 10-K/A, 10-Q/A, 8-K/A, S-1/A, and Form 144/A filings.

SEC Amendments Review

Review amendments to SEC filings and identify material changes or corrections for public companies using the Octagon MCP server.

Prerequisites

Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.

Workflow

1. Identify Analysis Parameters

Determine the following before querying:

  • Ticker: Stock symbol (e.g., AAPL, MSFT, GOOGL)
  • Time Period (optional): Recent amendments, specific date range
  • Filing Type (optional): Specific amendment types of interest
2. Execute Query via Octagon MCP

Use the octagon-agent tool with a natural language prompt:

Review recent amendments to SEC filings for <TICKER> and identify material changes or corrections.

MCP Call Format:

json
{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Review recent amendments to SEC filings for AMZN and identify material changes or corrections."
  }
}
3. Expected Output

The agent returns structured amendment analysis including:

Recent Amendments:

  • Form 144/A: Amended report of proposed securities sales
  • Filing date and description
  • Material changes identified

Related Filings:

  • Original filings being amended
  • Subsequent transactions (e.g., bond offerings)

Data Sources: octagon-sec-agent, octagon-web-search-agent

4. Interpret Results

See references/interpreting-results.md for guidance on:

  • Understanding amendment types
  • Assessing materiality of changes
  • Tracking restatement patterns
  • Evaluating correction significance

Example Queries

General Amendment Review:

Review recent amendments to SEC filings for AMZN and identify material changes or corrections.

10-K Amendments:

Has TSLA filed any 10-K/A amendments in the past year and what changes were made?

Restatement Search:

Identify any financial restatements or 10-Q/A amendments filed by META in 2025.

S-1 Amendment Tracking:

Track the S-1/A amendments filed by Reddit during their IPO process.

8-K Corrections:

Find any 8-K/A amendments for NVDA that corrected prior disclosures.

Proxy Amendments:

Review DEF 14A amendments for AAPL and identify changes to compensation disclosures.

Amendment Types

Periodic Report Amendments
FormOriginalAmendment
Annual Report10-K10-K/A
Quarterly Report10-Q10-Q/A
Current Report8-K8-K/A
Transition Report10-KT10-KT/A
Registration Statement Amendments
FormOriginalAmendment
IPO RegistrationS-1S-1/A
Shelf RegistrationS-3S-3/A
M&A RegistrationS-4S-4/A
Employee PlansS-8S-8/A
Proxy Statement Amendments
FormOriginalAmendment
Definitive ProxyDEF 14ADEFA14A
Preliminary ProxyPRE 14APREA14A
Contested ProxyDEFC14AN/A
Other Amendments
FormDescription
Form 144/AAmended proposed securities sale
Schedule 13D/AAmended beneficial ownership (>5%)
Schedule 13G/AAmended passive investor disclosure
Form 3/A, 4/A, 5/AAmended insider ownership

Reasons for Amendments

Financial Restatements
ReasonSeverity
Accounting ErrorHigh
Revenue RecognitionHigh
Expense TimingMedium
Classification ErrorMedium
Rounding/TypoLow
Disclosure Updates
ReasonTypical Content
Additional InformationExpanded details
ClarificationImproved explanation
CorrectionFixed errors
Subsequent EventsNew developments
Exhibit UpdatesNew or corrected exhibits
Registration Statement Updates
ReasonPurpose
SEC CommentsResponse to staff review
Pricing UpdateFinal terms
Financial UpdateMore recent financials
Material ChangeBusiness developments
Risk Factor UpdateNew risks identified

Materiality Assessment

High Materiality Amendments
TypeIndicators
RestatementChanged reported numbers
Control WeaknessInternal control issues
RegulatoryGovernment action response
LegalLitigation developments
M&ADeal term changes
Medium Materiality Amendments
TypeIndicators
ClarificationExpanded disclosure
ReclassificationChanged categories
ExhibitNew supporting documents
OfficerManagement updates
Low Materiality Amendments
TypeIndicators
TypographicalSpelling, formatting
AdministrativeSignatures, dates
Cross-referenceCitation fixes
ExhibitTechnical corrections

Amendment Analysis Framework

Key Questions
  1. What changed? - Specific sections modified
  2. Why? - Stated reason for amendment
  3. When? - Timing relative to original
  4. How material? - Impact on financials/operations
  5. Pattern? - History of amendments
Show full SKILL.md (304 more words)Show less
Red Flags
  1. Frequent restatements - Recurring accuracy issues
  2. Delayed amendments - Long gaps from original
  3. Material weakness - Control deficiencies
  4. SEC comment response - Regulatory concerns
  5. Multiple rounds - Repeated amendments
  6. Downward revisions - Reduced financials

S-1/A Amendment Tracking

IPO Amendment Progression
AmendmentTypical Content
S-1/A #1SEC comment responses
S-1/A #2Additional responses, updates
S-1/A #3+Further refinements
Final S-1/APricing, final terms
Key Changes to Track
SectionWhat Changes
Risk FactorsNew risks, updated language
FinancialsMore recent quarters
ValuationPrice range updates
Use of ProceedsRefined allocation
Shares OfferedFinal share count

10-K/A and 10-Q/A Analysis

Common Amendment Reasons
ReasonFrequency
RestatementUncommon, serious
Control DisclosureModerate
Exhibit FilingCommon
SignatureCommon
XBRL CorrectionCommon
Financial Impact Assessment
ChangeHow to Assess
RevenueCompare restated vs. original
EarningsImpact on EPS, net income
Balance SheetAsset/liability changes
Cash FlowOperating cash adjustments
RatiosCovenant, metric impacts

8-K/A Analysis

Amendment Purposes
PurposeContent
CorrectionFix errors in original
Additional InfoComplete disclosure
ExhibitAdd omitted documents
Financial StatementsRequired within 71 days
Timing Considerations
TimingInterpretation
Same dayQuick correction
Within weekDiscovered error
Within monthDeliberate update
ExtendedPotential concern

Tracking Amendment Patterns

Company History

Track over time:

  • Frequency of amendments
  • Types filed
  • Reasons stated
  • Time to amend
Peer Comparison

Compare to industry:

  • Amendment frequency
  • Types of corrections
  • Materiality levels
  • Response times

Analysis Tips

  1. Compare versions: Use SEC compare tools to see exact changes.

  2. Read cover page: Amendment reason often stated upfront.

  3. Check exhibits: Often key documents added/corrected.

  4. Note timing: Gaps between filings reveal issues.

  5. Track patterns: Recurring amendments signal problems.

  6. Cross-reference 8-Ks: Material amendments often disclosed.

Use Cases

  • Due diligence: Identify correction history
  • Risk assessment: Track restatement patterns
  • IPO analysis: Monitor S-1 amendment progression
  • Governance review: Evaluate filing quality
  • Compliance monitoring: Track regulatory responses

© OctagonAI, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 4 other files (references) in skills/sec-amendments-review of OctagonAI/skills.

  • SKILL.md
  • README.md
  • marketplace.json
  • references/interpreting-results.md
  • references/mcp-setup.md

Open the folder on GitHubat commit 51e938c

Compare with similar skills

Sec Amendments Review next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

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Polymarket Tennislivetennisapi/livetennisapi-mcp152—~3kAutomated safety check: PassMIT
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Questions about Sec Amendments Review

What does Sec Amendments Review do?

Review amendments to SEC filings using Octagon MCP. An agent skill from OctagonAI/skills. Sec Amendments Review is an agent skill from OctagonAI/skills. Review amendments to SEC filings using Octagon MCP.

When should I use Sec Amendments Review?

Sec Amendments Review fits situations like: tracking material changes; updates to previously filed documents including 10-K/A; form 144/A filings.

How do I install Sec Amendments Review in Claude Code?

Run `npx skills add OctagonAI/skills --skill sec-amendments-review -a claude-code`. Or copy the skill folder (skills/sec-amendments-review in OctagonAI/skills) into .claude/skills/sec-amendments-review in your project. Claude Code loads it when a task matches its description.

How do I install Sec Amendments Review in Codex?

Run `npx skills add OctagonAI/skills --skill sec-amendments-review -a codex`. Or copy the skill folder (skills/sec-amendments-review in OctagonAI/skills) into .agents/skills/sec-amendments-review in your project. Codex loads it when a task matches its description.

Can I use Sec Amendments Review in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add OctagonAI/skills --skill sec-amendments-review -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/sec-amendments-review, .gemini/skills/sec-amendments-review, .github/skills/sec-amendments-review and .opencode/skills/sec-amendments-review in your project.

What does Sec Amendments Review need to run?

SKILL.md names no scripts, command-line tools or credentials: Sec Amendments Review is instructions for the agent only.

Does Sec Amendments Review access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Sec Amendments Review safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Sec Amendments Review use?

Sec Amendments Review is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Sec Amendments Review use?

About 2.1k tokens (SKILL.md is roughly 8.4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 2.6k tokens, read only when the agent opens those files.

What are the alternatives to Sec Amendments Review?

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Who maintains Sec Amendments Review?

OctagonAI (a GitHub organization) maintains it in OctagonAI/skills, which has 127 GitHub stars. The repository holds 53 skills in this directory. The repository was last updated on June 5, 2026.

Source: OctagonAI/skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.