How to Pull SEC Company Financials in Claude Code

Claude Code is great at writing financial logic, but it has no way to fetch real financial data. If you ask it for Apple’s revenue over the last five years, it’s either working from stale training data or making something up. AgentPatch’s SEC Company Financials tool changes that by pulling data directly from SEC EDGAR XBRL filings.

Why This Matters

Building anything that touches financial data — dashboards, reports, analysis scripts, data pipelines — requires real numbers. Not estimates, not training data, not scraped blog posts. The SEC’s EDGAR system is the authoritative source for public company financials in the US, and XBRL filings are machine-readable.

The problem is that EDGAR’s API is unintuitive and the XBRL data format is dense. AgentPatch wraps all of that into a single tool call. You pass a CIK number and get back structured financial facts — revenues, net income, assets, liabilities, EPS, and more — with period dates, filing types, and units already parsed.

At 75 credits ($0.0075) per call, it’s cheaper than any financial data API subscription.

Setup

The AgentPatch CLI is designed for AI agents to use via shell access. Install it, and your agent can discover and invoke any tool on the marketplace.

Install (zero dependencies, Python 3.10+):

pip install agentpatch

Set your API key:

export AGENTPATCH_API_KEY=your_api_key

Example commands your agent will use:

ap search "web search"
ap run google-search --input '{"query": "test"}'

Get your API key from the AgentPatch dashboard.

Install the AgentPatch skill — it teaches Claude Code when to use AgentPatch and how to use the CLI:

/plugin marketplace add fullthom/agentpatch-claude-skill
/plugin install agentpatch@agentpatch

MCP Server (Alternative)

If you prefer raw MCP tool access instead of the skill:

claude mcp add -s user --transport http agentpatch https://agentpatch.ai/mcp \
  --header "Authorization: Bearer YOUR_API_KEY"

Replace YOUR_API_KEY with your actual key from the AgentPatch dashboard.

Example

You’re building an earnings summary feature and need real data to develop against. First, you need the company’s CIK number:

“Search SEC for Microsoft’s CIK number, then pull their last 5 years of financials.”

Claude Code chains the two tools together:

Searching SEC for "Microsoft"...
Found: Microsoft Corp, CIK 0000789019

Pulling financials for CIK 0000789019 (5 years)...

Microsoft Corp — Financial Summary:

Revenues (10-K annual filings):
  FY2025: $261.8B (filed 2025-07-30)
  FY2024: $245.1B (filed 2024-07-30)
  FY2023: $211.9B (filed 2023-07-27)
  FY2022: $198.3B (filed 2022-07-28)
  FY2021: $168.1B (filed 2021-07-29)

NetIncomeLoss:
  FY2025: $88.1B
  FY2024: $72.4B
  ...

Also returned: Assets, Liabilities, StockholdersEquity, EarningsPerShareBasic,
OperatingIncomeLoss, CashAndCashEquivalentsAtCarryingValue.

All data sourced from official SEC EDGAR XBRL filings.

Claude Code fetched structured financial data, organized it by fiscal year, and noted the filing dates and form types. You can now use this to build fixtures, seed a database, or verify your data model against real numbers.

Wrapping Up

With AgentPatch connected, Claude Code can pull official SEC financial data inline during any session. Combine it with sec-company-search to look up CIK numbers on the fly. The same connection gives you access to every other tool on the marketplace — search, email, maps, and more. Check out what’s available at agentpatch.ai.

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