EdgarTools
Query and analyze SEC filings and financial statements using EdgarTools. Get company data, filings, XBRL financials, and perform multi-company analysis.
npx skills add majiayu000/claude-skill-registry --skill edgartools --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# EdgarTools Analyze SEC filings and financial statements using EdgarTools ## Overview Essential SEC filing analysis operations. See [objects.md](./objects.md) for object reference, [workflows.md](./workflows.md) for patterns, [readme.md](./readme.md) for setup. ## Prerequisites & Setup **REQUIRED:** Set your identity (SEC requirement): ```python from edgar import set_identity set_identity("Your Name your@email.com") ``` **Without this, all API calls fail** with `"User-Agent identity is not set"` error. ## ⚡ Token-Efficient API Usage **ALWAYS use `.to_context()` first** for concise summaries with available actions. 5-10x more token-efficient than full objects. ### Company.to_context() ```python from edgar import Company company = Company("AAPL") print(company.to_context()) # ~88 tokens vs 200+ for full object ``` **Output:** ``` **Company:** Apple Inc. **CIK:** 0000320193 **Ticker:** AAPL **Exchange:** Nasdaq **Industry:** Electronic Computers (SIC 3571) **Fiscal Year End:** Sep 30 ``` ### Filings.to_context() ```python filings = company.get_filings(form="10-K") print(filings.to_context()) # ~95 tokens vs 500-1000 for rich table ``` Shows summary + **AVAILABLE ACTIONS**. ### Filing
- Overview
- Prerequisites & Setup
- ⚡ Token-Efficient API Usage
- Company.tocontext()
- Filings.tocontext()
- Filing.tocontext()
- XBRL.tocontext()
- Quick Start
- Get a Company
- Get Recent Filings
- Get Financial Statements
- Core API Reference
- Getting Filings (3 Approaches)
- Getting Financials (2 Approaches)
What does the EdgarTools skill do?
Query and analyze SEC filings and financial statements using EdgarTools. Get company data, filings, XBRL financials, and perform multi-company analysis.
How do I install it?
Run `npx skills add majiayu000/claude-skill-registry --skill edgartools --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From majiayu000/claude-skill-registry, a repository with 534 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.