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Source: https://qbash.com/docs/connectors/sec-edgar

# Connect SEC EDGAR

Tasks call SEC EDGAR, the US Securities and Exchange Commission's filing system, through `qbash.integrations.sec_edgar`. The connector looks up public companies by name, ticker or CIK. It lists a company's filings and reads them as text, pulls the financial figures companies report in XBRL and searches the full text of filings since 2001. Every method is a read.

After you connect SEC EDGAR, you can add its tools to a [qbash MCP server](https://qbash.com/docs-markdown/mcp-servers/overview.md#package) for ChatGPT, Claude and other MCP clients, or call it from a Python task.

## What the credential holds

EDGAR is public and has no API keys. SEC's [fair access policy](https://www.sec.gov/search-filings/edgar-search-assistance/accessing-edgar-data) asks every automated client to identify itself with a company or person name and a contact email, and SEC refuses requests that leave them out. The credential stores those two values, and qbash sends them with each request. SEC uses the email only to reach you if your requests cause a problem.

## Add the credential in qbash

1. Open **Connectors**, then **SEC EDGAR**, and click **Connect**.
2. Enter a company name or your own name, and a contact email.
3. In the task editor, choose **Add connector** from the Package **+** menu and select the credential. See [Task resources](https://qbash.com/docs-markdown/tasks/task-editor.md#resources).

## Call SEC EDGAR from a task

This task finds a company's latest 10-K and logs the start of its text.

```python
filings = qbash.integrations.sec_edgar.list_filings(company="AAPL", form_types=["10-K"], limit=1)
annual = filings["filings"][0]
qbash.log(f'{filings["name"]} filed its 10-K on {annual["filing_date"]}: {annual["url"]}')

page = qbash.integrations.sec_edgar.read_filing_document(url=annual["url"], max_chars=2000)
qbash.log(f'The 10-K runs to {page["total_chars"]} characters.')
qbash.log(page["text"])
```

Pass `next_offset` back as `offset` to read the next window.

`company` takes a ticker such as `AAPL` or `BRK.B`, or a CIK (SEC's company number). `search_companies` finds either from a name. The [SDK Reference](https://qbash.com/docs-markdown/tasks/sdk-reference.md) lists every method with its parameters and return values.

## Read reported financial figures

`get_company_concept` returns one XBRL figure across every period a company reported it, newest first. A filing repeats earlier periods for comparison, so each period keeps its latest filed value by default.

```python
revenue = qbash.integrations.sec_edgar.get_company_concept(
    company="MSFT",
    tag="RevenueFromContractWithCustomerExcludingAssessedTax",
    form_types=["10-K"],
)

for fact in revenue["facts"][:5]:
    qbash.log(f'Fiscal year ending {fact["end"]}: ${fact["val"] / 1e9:.1f} billion')
```

Companies use different tags for the same figure, such as `Revenues` and `RevenueFromContractWithCustomerExcludingAssessedTax`. `list_company_concepts` with `search="revenue"` shows which ones a company reports.

`get_frame` compares one figure across every company for a calendar period. `period` is `CY2024` for a year, `CY2024Q4` for a quarter, or `CY2024Q4I` for a balance sheet value at the end of a quarter.

```python
assets = qbash.integrations.sec_edgar.get_frame(tag="Assets", period="CY2024Q4I", limit=10)
for row in assets["values"]:
    qbash.log(f'{row["entity_name"]}: ${row["val"] / 1e9:.0f} billion')
```

## Watch for new filings

`search_filings` with no query lists the latest filings first. A scheduled task can run it each morning for the 8-Ks filed the day before.

```python
latest = qbash.integrations.sec_edgar.search_filings(form_types=["8-K"], start_date="2026-11-05", limit=25)

for result in latest["results"]:
    qbash.log(f'{result["file_date"]} {result["companies"][0]}: items {result["items"]}')
```

Put a phrase in double quotes to search filing text, such as `query='"going concern"'`.

## Add test data

EDGAR holds every public company's filings, so a new credential reads them at once and needs no setup. Apple (`AAPL`, CIK 320193) and Microsoft (`MSFT`, CIK 789019) file 10-Ks, 10-Qs and 8-Ks and are useful to test with.

## Details that affect results

- SEC allows 10 requests per second, and it blocks an address that goes over for about ten minutes. Every qbash task shares the same servers, so add a short pause between calls in a loop over many companies.
- `read_filing_document` returns 40,000 characters at a time by default, and a 10-K runs to 300,000 or more. Each call downloads the document again, so read only the windows you need. Chat tools cap a window at 40,000 characters.
- `list_filings` matches form types exactly, so pass `10-K/A` to include amendments. In `search_filings`, `10-K` also finds `10-K/A`.
- `search_filings` counts up to 10,000 matches and returns them 100 at a time. Narrow a broad search with `form_types`, `company` or dates.
- `search_companies` reads SEC's list of companies with a listed ticker. Funds, private companies and people without a ticker can be found with `search_filings` or by CIK.
- XBRL figures come in the units the company reported. Money is in `USD`, per-share amounts in `USD/shares`, and share counts in `shares`.