Financial report search

Skill sasakiblog26-lgtm/exa-mcp-server/skills/financial-report-search

Search for financial reports using Exa advanced search. Near-full filter support for finding SEC filings, earnings reports, and financial documents. Use when searching for 10-K filings, quarterly earnings, or annual reports.From its SKILL.md

Install

npx -y skills add sasakiblog26-lgtm/exa-mcp-server --skill financial-report-search

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SKILL.md

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Web Search Advanced - Financial Report Category

Tool Restriction (Critical)

ONLY use web_search_advanced_exa with category: "financial report". Do NOT use other categories or tools.

Filter Restrictions (Critical)

The financial report category has one known restriction:

excludeText - NOT SUPPORTED (causes 400 error)

Supported Parameters

Core

query (required)
numResults
type ("auto", "fast", "deep", "neural")

Domain filtering

includeDomains (e.g., ["sec.gov", "investor.apple.com"])
excludeDomains

Date filtering (ISO 8601) - Very useful for financial reports!

startPublishedDate / endPublishedDate
startCrawlDate / endCrawlDate

Text filtering

includeText (must contain ALL) - single-item arrays only; multi-item causes 400
~~excludeText~~ - NOT SUPPORTED

Content extraction

textMaxCharacters / contextMaxCharacters
enableSummary / summaryQuery
enableHighlights / highlightsNumSentences / highlightsPerUrl / highlightsQuery

Additional

additionalQueries
maxAgeHours / livecrawlTimeout
subpages / subpageTarget

Token Isolation (Critical)

Never run Exa searches in main context. Always spawn Task agents:

Agent calls web_search_advanced_exa with category: "financial report"
Agent merges + deduplicates results before presenting
Agent returns distilled output (brief markdown or compact JSON)
Main context stays clean regardless of search volume

When to Use

Use this category when you need:

SEC filings (10-K, 10-Q, 8-K, S-1)
Quarterly earnings reports
Annual reports
Investor presentations
Financial statements

Examples

SEC filings for a company:

web_search_advanced_exa {
  "query": "Anthropic SEC filing S-1",
  "category": "financial report",
  "numResults": 10,
  "type": "auto"
}

Recent earnings reports:

web_search_advanced_exa {
  "query": "Q4 2025 earnings report technology",
  "category": "financial report",
  "startPublishedDate": "2025-10-01",
  "numResults": 20,
  "type": "auto"
}

Specific filing type:

web_search_advanced_exa {
  "query": "10-K annual report AI companies",
  "category": "financial report",
  "includeDomains": ["sec.gov"],
  "startPublishedDate": "2025-01-01",
  "numResults": 15,
  "type": "deep"
}

Risk factors analysis:

web_search_advanced_exa {
  "query": "risk factors cybersecurity",
  "category": "financial report",
  "includeText": ["cybersecurity"],
  "numResults": 10,
  "enableHighlights": true,
  "highlightsQuery": "What are the main cybersecurity risks?"
}

Output Format

Return:

Results (company name, filing type, date, key figures/highlights)
Sources (Filing URLs)
Notes (reporting period, any restatements, auditor notes)