get_company_financials
Pack: sec-xbrl · Endpoint: https://gateway.pipeworx.io/sec-xbrl/mcp
High-level summary of a public US company’s annual (10-K) financials: revenue, net income, total assets, cash, EPS, etc. Returns clean numerical values with the XBRL tag used and the period-end date. By default returns the most recent fiscal year; pass fiscal_year_end to get a specific year (e.g. “2024-12-31” for Tesla FY2024 or just “2024” to auto-match the year). Prefer this over get_company_facts/get_company_concept for any single-company financial snapshot question. Pass a CIK (e.g. “320193”) or a ticker (e.g. “AAPL”; auto-resolves to CIK).
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
company | string | yes | CIK (e.g., “320193”, “0000320193”) OR ticker symbol (e.g., “AAPL”, “TSLA”, “MSFT”). Ticker is auto-resolved to CIK via SEC EDGAR. |
fiscal_year_end | string | no | Optional. Pass a 4-digit fiscal year (“2024”) to get values from any 10-K period ending in that calendar year, OR a specific period-end date (“2024-12-31”). Omit to get the most recent fiscal year. |
Example call
Arguments
{
"company": "AAPL"
}curl
curl -X POST https://gateway.pipeworx.io/sec-xbrl/mcp \
-H 'Content-Type: application/json' \
-d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"get_company_financials","arguments":{"company":"AAPL"}}}'TypeScript (@pipeworx/sdk)
import { Pipeworx } from '@pipeworx/sdk';
const pipeworx = new Pipeworx();
const result = await pipeworx.call('get_company_financials', {
"company": "AAPL"
});More examples
{
"company": "320193",
"fiscal_year_end": "2024"
}Response shape
Always returns: cik, entity_name, period_end, fiscal_year, revenue, net_income, total_assets, total_liabilities, stockholders_equity, cash_and_equivalents, operating_income, gross_profit, rnd_expense, eps_basic, eps_diluted, common_shares_outstanding
| Field | Type | Description |
|---|---|---|
cik | string | SEC Central Index Key |
entity_name | string | Company legal entity name |
period_end | string | null | Period-end date from most recent 10-K (ISO format) |
fiscal_year | number | null | Fiscal year of filing |
revenue | object | null | Total revenue from annual filing |
net_income | object | null | Net income from annual filing |
total_assets | object | null | Total assets from annual filing |
total_liabilities | object | null | Total liabilities from annual filing |
stockholders_equity | object | null | Stockholders equity from annual filing |
cash_and_equivalents | object | null | Cash and cash equivalents from annual filing |
operating_income | object | null | Operating income from annual filing |
gross_profit | object | null | Gross profit from annual filing |
rnd_expense | object | null | Research and development expense from annual filing |
eps_basic | object | null | Earnings per share (basic) from annual filing |
eps_diluted | object | null | Earnings per share (diluted) from annual filing |
common_shares_outstanding | object | null | Common stock shares outstanding from annual filing |
Full JSON Schema
{
"type": "object",
"properties": {
"cik": {
"type": "string",
"description": "SEC Central Index Key"
},
"entity_name": {
"type": "string",
"description": "Company legal entity name"
},
"period_end": {
"type": [
"string",
"null"
],
"description": "Period-end date from most recent 10-K (ISO format)"
},
"fiscal_year": {
"type": [
"number",
"null"
],
"description": "Fiscal year of filing"
},
"revenue": {
"type": [
"object",
"null"
],
"description": "Total revenue from annual filing",
"properties": {
"tag": {
"type": "string",
"description": "XBRL tag used for revenue"
},
"label": {
"type": "string",
"description": "Concept label"
},
"val": {
"type": "number",
"description": "Revenue value"
},
"fy": {
"type": "number",
"description": "Fiscal year"
},
"fp": {
"type": "string",
"description": "Fiscal period"
},
"end": {
"type": "string",
"description": "Period end date"
},
"filed": {
"type": "string",
"description": "Filing date"
},
"form": {
"type": "string",
"description": "SEC form type"
}
}
},
"net_income": {
"type": [
"object",
"null"
],
"description": "Net income from annual filing",
"properties": {
"tag": {
"type": "string"
},
"label": {
"type": "string"
},
"val": {
"type": "number"
},
"fy": {
"type": "number"
},
"fp": {
"type": "string"
},
"end": {
"type": "string"
},
"filed": {
"type": "string"
},
"form": {
"type": "string"
}
}
},
"total_assets": {
"type": [
"object",
"null"
],
"description": "Total assets from annual filing",
"properties": {
"tag": {
"type": "string"
},
"label": {
"type": "string"
},
"val": {
"type": "number"
},
"fy": {
"type": "number"
},
"fp": {
"type": "string"
},
"end": {
"type": "string"
},
"filed": {
"type": "string"
},
"form": {
"type": "string"
}
}
},
"total_liabilities": {
"type": [
"object",
"null"
],
"description": "Total liabilities from annual filing",
"properties": {
"tag": {
"type": "string"
},
"label": {
"type": "string"
},
"val": {
"type": "number"
},
"fy": {
"type": "number"
},
"fp": {
"type": "string"
},
"end": {
"type": "string"
},
"filed": {
"type": "string"
},
"form": {
"type": "string"
}
}
},
"stockholders_equity": {
"type": [
"object",
"null"
],
"description": "Stockholders equity from annual filing",
"properties": {
"tag": {
"type": "string"
},
"label": {
"type": "string"
},
"val": {
"type": "number"
},
"fy": {
"type": "number"
},
"fp": {
"type": "string"
},
"end": {
"type": "string"
},
"filed": {
"type": "string"
},
"form": {
"type": "string"
}
}
},
"cash_and_equivalents": {
"type": [
"object",
"null"
],
"description": "Cash and cash equivalents from annual filing",
"properties": {
"tag": {
"type": "string"
},
"label": {
"type": "string"
},
"val": {
"type": "number"
},
"fy": {
"type": "number"
},
"fp": {
"type": "string"
},
"end": {
"type": "string"
},
"filed": {
"type": "string"
},
"form": {
"type": "string"
}
}
},
"operating_income": {
"type": [
"object",
"null"
],
"description": "Operating income from annual filing",
"properties": {
"tag": {
"type": "string"
},
"label": {
"type": "string"
},
"val": {
"type": "number"
},
"fy": {
"type": "number"
},
"fp": {
"type": "string"
},
"end": {
"type": "string"
},
"filed": {
"type": "string"
},
"form": {
"type": "string"
}
}
},
"gross_profit": {
"type": [
"object",
"null"
],
"description": "Gross profit from annual filing",
"properties": {
"tag": {
"type": "string"
},
"label": {
"type": "string"
},
"val": {
"type": "number"
},
"fy": {
"type": "number"
},
"fp": {
"type": "string"
},
"end": {
"type": "string"
},
"filed": {
"type": "string"
},
"form": {
"type": "string"
}
}
},
"rnd_expense": {
"type": [
"object",
"null"
],
"description": "Research and development expense from annual filing",
"properties": {
"tag": {
"type": "string"
},
"label": {
"type": "string"
},
"val": {
"type": "number"
},
"fy": {
"type": "number"
},
"fp": {
"type": "string"
},
"end": {
"type": "string"
},
"filed": {
"type": "string"
},
"form": {
"type": "string"
}
}
},
"eps_basic": {
"type": [
"object",
"null"
],
"description": "Earnings per share (basic) from annual filing",
"properties": {
"tag": {
"type": "string"
},
"label": {
"type": "string"
},
"val": {
"type": "number"
},
"fy": {
"type": "number"
},
"fp": {
"type": "string"
},
"end": {
"type": "string"
},
"filed": {
"type": "string"
},
"form": {
"type": "string"
}
}
},
"eps_diluted": {
"type": [
"object",
"null"
],
"description": "Earnings per share (diluted) from annual filing",
"properties": {
"tag": {
"type": "string"
},
"label": {
"type": "string"
},
"val": {
"type": "number"
},
"fy": {
"type": "number"
},
"fp": {
"type": "string"
},
"end": {
"type": "string"
},
"filed": {
"type": "string"
},
"form": {
"type": "string"
}
}
},
"common_shares_outstanding": {
"type": [
"object",
"null"
],
"description": "Common stock shares outstanding from annual filing",
"properties": {
"tag": {
"type": "string"
},
"label": {
"type": "string"
},
"val": {
"type": "number"
},
"fy": {
"type": "number"
},
"fp": {
"type": "string"
},
"end": {
"type": "string"
},
"filed": {
"type": "string"
},
"form": {
"type": "string"
}
}
}
},
"required": [
"cik",
"entity_name",
"period_end",
"fiscal_year",
"revenue",
"net_income",
"total_assets",
"total_liabilities",
"stockholders_equity",
"cash_and_equivalents",
"operating_income",
"gross_profit",
"rnd_expense",
"eps_basic",
"eps_diluted",
"common_shares_outstanding"
]
}Connect
Add this to your MCP client config, or use one-click install buttons:
{
"mcpServers": {
"sec-xbrl": {
"url": "https://gateway.pipeworx.io/sec-xbrl/mcp"
}
}
}See Getting Started for client-specific install steps.