Sec Filing Puller

What it does

When your agent uses it

• Wants 10-K numbers
• Says pull financials for
• Asks for public company revenue
• A competitor side-by-side

Example prompts

• “pull financials for”
• “Use the sec-filing-puller skill to pull financial statement numbers for US public companies straight from SEC EDGAR's free official XBRL APIs…”
• “/sec-filing-puller”

Requirements

• Python 3

Workflow steps

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

1. 1Resolve the company
2. 2Pull
3. 3Check before presenting
4. 4Present with citations
5. 5When a number isn't in XBRL, say so

What it can do on your machine

Read from SKILL.md and the folder at commit fc5b785. 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

  Ships 2 files in scripts/ (Python), which the agent can run.

  Shell commands in SKILL.md call:

  • python3
  • pip

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

• Network

  Links to these hosts (documentation or services it may open):

  • sec.gov

  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 Filing Puller loads about 2.1k tokens when it runs, and up to ~6.1k if it reads all its reference files. Until then it costs about 214 tokens; SKILL.md has 932 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it

~214

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

~6.1k

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

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); the scripts in this folder are not scanned.

SKILL.md

The full file from OneWave-AI/claude-skills at commit fc5b785, republished under its MIT licence (© OneWave-AI). 932 words, ~2,082 tokens.

name

sec-filing-puller

description

Pulls financial statement numbers for US public companies straight from SEC EDGAR's free official XBRL APIs (companyfacts, companyconcept, frames, submissions) into a cited table. Every value carries its accession number, form, fiscal period, filed date, XBRL tag and a link to the filing, and the tool handles fiscal-year ends, quarterly vs YTD vs TTM, derived Q4, restatements and units. Use this whenever the user wants 10-K numbers or 10-Q numbers, says "pull financials for", asks for public company revenue, net income, EPS, cash, debt or capex, wants comps or a competitor side-by-side, a credit check, prospect research, or model inputs, or mentions SEC filings or EDGAR, even if they never say XBRL. Free and primary-source, no paid data terminal needed. Do not use it for private companies, stock prices or valuation multiples.

export SEC_USER_AGENT="Acme Research jane@acme.com"   # the user's own contact, never a made-up one
pip install pandas                                     # the only dependency; everything else is stdlib

python3 scripts/sec_pull.py resolve "BRK.B"      # ticker, CIK or a name fragment

python3 scripts/sec_pull.py pull AAPL                          # last 3 FYs + latest quarter + TTM, all metrics
python3 scripts/sec_pull.py pull MSFT --metrics revenue,net_income --years 5 --quarters 4
python3 scripts/sec_pull.py pull WMT --all-periods --format all --out ./sec   # full history for a model
python3 scripts/compare.py AAPL MSFT WMT --out ./comps                        # side-by-side comps

python3 scripts/sec_pull.py tags WMT --grep revenue           # which standard tags a company files, date ranges
python3 scripts/sec_pull.py concept AAPL us-gaap:NetIncomeLoss # every filed value of one tag, with index links
python3 scripts/sec_pull.py frame us-gaap:Revenues CY2025      # one value per company for a calendar period (screens)

python3 -m unittest discover -s tests -v    # offline, uses saved fixtures, no User-Agent needed

© OneWave-AI, 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 7 other files (scripts, references) in sec-filing-puller of OneWave-AI/claude-skills.

• SKILL.md
• references/edgar-api.md
• references/xbrl-concepts.md
• scripts/compare.py
• scripts/sec_pull.py
• tests/fixtures/aapl_companyfacts_subset.json
• tests/fixtures/synthetic_restatement.json
• tests/test_sec_pull.py

Open the folder on GitHubat commit fc5b785