Company dossier

Comprehensive company research report in one call: live quote, financials, SEC filings, insider trades, and recent news — all in parallel.

When to use this pack

Building an investment thesis, preparing for a board presentation, or doing acquisition diligence — you want the full public picture of a company without leaving the agent loop.

Tools in this pack

• Stock quote $0.010 GET /api/stock-quote Live stock/index/FX/crypto quote: last price, day range, 52-week range, previous close, currency, exchange, and a relative change vs. previous close, as clean JSON. Backed by Yahoo Finance's public chart endpoint — keyless, no rate limits in practice. Symbols: equities (AAPL), indices (^GSPC), FX (EURUSD=X), crypto (BTC-USD).
• Company financials summary $0.02 GET /api/company-financials Key financial metrics (Revenue, Net Income, Operating Income, Total Assets, Liabilities, Equity, EPS, Operating Cash Flow) for a US public company in one call. Returns the latest annual and quarterly values from SEC XBRL filings. No XBRL knowledge needed — just pass a ticker. ?ticker=AAPL
• EDGAR recent filings $0.015 GET /api/edgar-filings Recent SEC filings for a company by ticker or CIK, newest first. Optionally filter by form type (10-K, 10-Q, 8-K, 4, S-1, etc.). Each row links to the primary document on SEC.gov. Source: data.sec.gov/submissions (public domain). ?ticker=AAPL&form=10-K&limit=10
• EDGAR insider trades (Form 4) $0.015 GET /api/edgar-insider-trades Recent Form 4 insider transactions filed against a company (officer, director, or 10% holder trades). Backed by EDGAR's full-text search (efts.sec.gov) filtered by subject-company CIK — Form 4 is owned by each insider's CIK, not the company's, so this is the only single-call path. ?ticker=AAPL&days=30
• Web search $0.02 GET /api/search Live web search: ranked results (title, URL, snippet, age) from an independent search index as clean JSON — fresh pages your model's training cutoff has never seen. Optional freshness filter (pd/pw/pm/py = past day/week/month/year).

Workflow

1. Get the live quote from stock-quote — current price, market cap, day range, 52-week high/low, volume.
2. Pull key financials from company-financials — revenue, net income, operating income, total assets, liabilities, equity, EPS, and operating cash flow.
3. List the 5 most recent SEC filings via edgar-filings to surface any 10-K, 10-Q, 8-K, or S-1 activity.
4. Check edgar-insider-trades for Form 4 filings in the last 90 days — directional insider activity is a real signal.
5. Search the web for recent news about the company to catch catalysts, analyst upgrades, or red flags.

Run it in Claude

claude mcp add agent402 -s user -- npx -y agent402-mcp@latest

Then paste this prompt into Claude:

Build a comprehensive dossier on NVDA using Agent402's company-dossier skill pack. Get (1) live quote, (2) key financials, (3) last 5 SEC filings, (4) 90-day insider trades, (5) recent news search, (6) full text of the top article. Summarize as a structured one-pager with sections for valuation, fundamentals, insider signal, and news catalyst.

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