beatandraise MCP server

• Registry namecom.beatandraise/sec-filingsverified in the MCP registry

The registry name sits under beatandraise.com. The registry only lets a publisher use that namespace after proving control of the domain through DNS or HTTP.

• Stateanswerschecked 2026-10-30
• Tools26
• Server calls itselfbeatandraise.com
• Server version3.1.0
• Protocol version2025-06-18

On 2026-10-30 the server answered initialize and tools/list without a sign-in. First answer in 233 ms.

• Its tools do every use case we checked: Check AI-generated figures and quotes against original SEC filings; Search the full text of filings from 2020 onward; Compare financial statements across reporting periods.
• Checked on 3 of the 7 days it takes to judge reliability.

Said by rules from the measurements above. The likely first call is a model's pick from the tool list; read its description before relying on it.

• INITE MCP scoreafter a weeka score needs 7 daily checks: 3 so far
• What an agent can do with it3 of 3 use cases
• Answeredmeasuring3 of the 7 daily checks it takes to print a share
• Median first answer238 ms
• Space in an agent's context≈ 14,026 tokensthe definitions of all its tools (26), which an agent carries on every turn
• Tool definitionsB · 83 of 100
• Typed results26 of 26 toolsdeclared outputSchema: results come typed, read once

• Parameters without a description: in 26 of 26

A program checks the server once a day: initialize and tools/list, no model. Tokens are the definitions' length at about four characters a token. The grade averages six checks of every tool's name, description, schema and annotations; it says how well the tools are described, not whether they work. The score weighs what was measured and nothing else: answering (25%), doing the product's job (25%), definitions (20%), context (10%), use (10%) and how readily a client connects (10%). A part that was not measured is left out, and a hidden instruction caps the score at 40. The state of vendors' MCP servers: method and numbers →

• search_filings

  Full-text search across all SEC filing content. Returns matching documents, relevance-ranked, with facets by form type and year. With limit 10 or less (the default), each result carries an excerpt: the passage of the document where the…

• search_companies

  Search for companies by name or ticker symbol. Returns matching entities with CIK, all known names, and ticker symbols, plus the SEC's SIC industry code and name (sic, sic_description) for companies that have one. Use this to find a…

• get_company

  Look up a company by CIK to get its name(s), ticker(s) and industry. When known, the result also has the SEC's SIC classification: sic (4-digit code, e.g. "6200"), sic_description (e.g. "SECURITY & COMMODITY BROKERS, DEALERS, EXCHANGES &…

• list_sic_codes

  List the SEC's SIC industry codes, so you know which code to use with list_companies_by_sic. With a query (a word from the industry title: "software", "bank", "oil", "pharmaceutical") you get the matching codes, most companies first, at…

• list_companies_by_sic

  List the companies in an industry, using the SEC's Standard Industrial Classification (SIC). Pass a SIC code (3-4 digits, e.g. "6200" for securities brokers and exchanges, "3571" for electronic computers, "7372" for prepackaged software)…

• get_filings

  Query SEC filings by form type, date range, CIK and/or 8-K item. Returns deduplicated filing metadata sorted by filing date (newest first). Each filing's content_object lists its documents (filename, doc_type, description, sequence…

• get_filing_detail

  Get full filing metadata including its content_object. content_object lists every document in the filing with filename, doc_type, description, sequence and whether a markdown version exists; read one with get_document(cik…

• get_document

  Fetch a filing document's content from storage. For one section of a 10-K, 10-Q, 8-K or 20-F (MD&A, Risk Factors, Legal Proceedings, Item 2.02…), use get_filing_item instead: it returns just that Item, a fraction of the document, with a…

• list_filing_items

  List the Items of a 10-K, 10-Q, 8-K or 20-F: which sections the filing has and where. Each entry gives the item ("1A", "7", "2.02"), its part ("I".."IV"; 10-Q items repeat across Part I and Part II), the SEC's title, the heading as the…

• get_filing_item

  Read one Item of a 10-K, 10-Q, 8-K or 20-F, e.g. Risk Factors or MD&A, instead of the whole document. Much smaller than get_document: a 10-K's Item 1A is typically 5-15% of the filing. The first lines say which item it is and give a…

• list_filing_tables

  List every R*.htm financial table in a filing (10-K, 10-Q, S-1, etc.). Returns one entry per <Report> in the filing's FilingSummary.xml — typically the Cover page, the core financial statements (income, balance sheet, cash flow…

• get_holdings

  Get parsed 13F-HR institutional holdings for a filer. Returns individual stock positions with issuer name, CUSIP, FIGI, market value, share count, investment discretion, and voting authority, parsed from the 13F information table XML…

• get_institutional_holders

  Who holds a company, from 13F filings: how much of each share class institutions hold, and how that changed quarter by quarter. The company-side view of 13F; get_holdings is the manager side (what one institution owns). Use it for…

• get_insider_transactions

  Get parsed Form 4 insider transactions for a company. Returns insider buy/sell transactions with owner details (name, title, relationship), transaction details (date, code, shares, price), and post-transaction holdings. Data is extracted…

• get_shares_outstanding

  Get a company's shares outstanding over time, as stated on the cover page of each 10-K, 10-Q, 20-F and 40-F (dei:EntityCommonStockSharesOutstanding). One row per share class and as-of date, oldest first, each with the filing it comes from…

• get_fiscal_calendar

  Get a company's fiscal calendar: every quarter it reported, with its own dates. One row per quarter, oldest first, from the company's 10-K and 10-Q reports in order: period_start is the day after the previous quarter's period end…

• search_private_offerings

  Search Form D filings: private placements and private funds (exempt offerings under Regulation D, Section 4(a)(5) and the Investment Company Act 3(c) exclusions), since 2009. Each result is one filing: issuer (CIK, name, city, state…

• get_private_offering

  Get one Form D filing in full, by accession number (from search_private_offerings). Everything search returns, plus: the issuer's full address, phone and previous names; co-issuers; related persons (executive officers, directors…

• get_financial_statements

  Extract structured financial statements from a 10-K or 10-Q filing. Returns balance sheet, income statement, cash flow statement, equity statement, and comprehensive income — each as markdown table content extracted from the filing's XBRL…

• get_financial_history

  A company's financial statements from its last several 10-Ks or 10-Qs, in one call. For trends (revenue, margins, cash flow over years or quarters) instead of calling get_financial_statements filing by filing. Returns each filing, newest…

• search_document

  Search within a filing's documents for specific terms. Returns matching lines with context. If filename is omitted, searches every readable document in the filing (the main document and its exhibits, e.g. an 8-K's press release AND its…

• verify_quote

  Check that a figure or sentence really appears in a filing document, and get a link that highlights exactly where. Use this before stating any number or quotation from a filing. Analysts need to see the figure in the source; a link to the…

• verify_figure

  Check that a number you are about to state appears in a filing, however it is written. Every number is compared as its digits alone (separators, decimal point, sign, $ and % dropped, zeros trimmed): "416,161", "416.161" and "416,161,000"…

• list_figures

  List the numbers a filing document actually states, each with its label. Each entry is a number with its label (the table row's label, or the words leading up to it in prose) and its digits with formatting removed, e.g. {"digits"…

• check_citations

  Check every number in a draft against the filing characters it cites, and link them. Write your draft with a citation right after each figure, using the ref that list_figures or verify_figure gave for it: revenue of $68.1 billion…

• get_help

  What the beatandraise.com tools cover, where they stop, and what to use instead. Call it when a tool returned nothing, an error or less than the user needed, or the user asks for something you cannot find a tool for. Put the user's need…