What inputs does find_in_filing accept?

ticker (string, required): Stock ticker, e.g. AAPL — or a CIK (SEC identifier), e.g. '0000320193'. A CIK is the stable identifier. accession (string, required): EDGAR accession number of the 10-K / 10-Q / 8-K, e.g. '0000320193-19-000119'. Take it from get_sec_filing_links. as_of_date (string, optional): Point-in-time guard (YYYY-MM-DD). A filing is its own as-of: if it was accepted by the SEC after this date the call is refused rather than reading text that did not exist yet. query (string, required): Words or a phrase to find, e.g. 'Consolidated Balance Sheets', 'Note 7', 'goodwill impairment'. Separate alternatives with '|'. match ("phrase" | "all_words", optional, default "phrase"): 'phrase' (default): the words in order. 'all_words': every word within 300 characters, any order. section (string, optional): Search only this section key from list_filing_sections ('7', 'II-1A', 'note-3', 'ex-99.1'). Omit to search the whole filing. kinds (array, optional): Keep only these hit kinds, e.g. ['heading'] for section and statement titles. Omit for every kind. case_sensitive (boolean, optional, default false): Match letter case exactly. Default false. whole_word (boolean, optional, default false): Match each word whole: 'sheet' no longer finds 'Sheets'. Default false. sort ("relevance" | "position", optional, default "relevance"): 'relevance' (default): best place to read first. 'position': document order. max_results (integer, optional, default 10): Hits returned (1-50). Defaults to 10; total_matches still counts every hit. context_chars (integer, optional, default 200): Characters of text either side of each match in its snippet (0-600). Defaults to 200.

Which Valuein plans include find_in_filing?

Available on every plan, including the free tier with no account. Not point-in-time safe.

Discovery

Find in Filing

find_in_filing

Sample and above

Find a statement, note, heading or phrase inside a 10-K / 10-Q / 8-K (or amendment; an 8-K's EX-99 exhibits included) and get where to read it, like grep over the filing: 'Consolidated Balance Sheets', 'goodwill impairment', 'Note 7', 'Risk Factors'. Searches the same text rea...

Example Call

example_call.pypython

# Using the Valuein MCP server from Python (via MCP SDK)# Or call directly from Claude / Cursor after setup result = await client.call_tool(    "find_in_filing",    arguments={    "ticker": "EXAMPLE",    "accession": "EXAMPLE",    "query": "EXAMPLE"})print(result)

Direct tool call:find_in_filing(...)

Inputs

Parameter	Type	Required	Description
`ticker`	string	required	Stock ticker, e.g. AAPL — or a CIK (SEC identifier), e.g. '0000320193'. A CIK is the stable identifier.
`accession`	string	required	EDGAR accession number of the 10-K / 10-Q / 8-K, e.g. '0000320193-19-000119'. Take it from get_sec_filing_links.
`as_of_date`	string	optional	Point-in-time guard (YYYY-MM-DD). A filing is its own as-of: if it was accepted by the SEC after this date the call is refused rather than reading text that did not exist yet.
`query`	string	required	Words or a phrase to find, e.g. 'Consolidated Balance Sheets', 'Note 7', 'goodwill impairment'. Separate alternatives with '\|'.
`match`	"phrase" \| "all_words"	optional	'phrase' (default): the words in order. 'all_words': every word within 300 characters, any order.Default: `"phrase"`
`section`	string	optional	Search only this section key from list_filing_sections ('7', 'II-1A', 'note-3', 'ex-99.1'). Omit to search the whole filing.
`kinds`	array	optional	Keep only these hit kinds, e.g. ['heading'] for section and statement titles. Omit for every kind.
`case_sensitive`	boolean	optional	Match letter case exactly. Default false.Default: `false`
`whole_word`	boolean	optional	Match each word whole: 'sheet' no longer finds 'Sheets'. Default false.Default: `false`
`sort`	"relevance" \| "position"	optional	'relevance' (default): best place to read first. 'position': document order.Default: `"relevance"`
`max_results`	integer	optional	Hits returned (1-50). Defaults to 10; total_matches still counts every hit.Default: `10`
`context_chars`	integer	optional	Characters of text either side of each match in its snippet (0-600). Defaults to 200.Default: `200`

Output Fields

tickeraccession_idform_typefiling_datequerysearchedtotal_matchescompletekind_countshitsnotesource_urlprovenance_note

Example Response

Illustrative

response.jsonjson

{  "ticker": "AAPL",  "accession_id": "0000320193-24-000006",  "form_type": "10-K",  "filing_date": "2024-03-15",  "query": null,  "searched": null,  "total_matches": null,  "complete": null}