plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "filingspy",
  "version": "1.0.2",
  "description": "SEC filing data as read-only tools: superinvestor 13F portfolios, insider trades, as-filed financial statements and filing text.",
  "author": {
    "name": "FilingSpy LLC",
    "email": "contact@filingspy.com",
    "url": "https://filingspy.com"
  },
  "homepage": "https://filingspy.com/developers/mcp",
  "license": "Proprietary",
  "keywords": [
    "sec",
    "edgar",
    "13f",
    "insider trading",
    "financial statements",
    "10-k",
    "investing research"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "FilingSpy",
        "shortDescription": "SEC filings, funds & insiders",
        "longDescription": "FilingSpy turns public SEC filings into read-only tools for answering questions about companies, funds and insiders, with every figure tied to the filing it came from.\n\nWhat you can ask:\n- Superinvestor portfolios: quarterly 13F holdings and changes for about 100 tracked investors (Berkshire Hathaway, Pershing Square, Duquesne and others), position history, and side-by-side comparisons.\n- Consensus across funds: which stocks the most tracked funds bought or sold in a quarter, and which tracked investors hold a given stock.\n- Insider trades: Form 3, 4 and 5 filings by officers, directors and 10% owners, separating open-market buys and sales from awards and pre-planned (10b5-1) trades, plus a market-wide insider screen.\n- Financial statements as filed: revenue, income, cash flow and other reported metrics by quarter or year, and the full statements and notes from 10-K, 10-Q and 20-F filings.\n- Filing text: read or search sections such as risk factors, MD&A and legal proceedings; list 8-K, 6-K and proxy filings with summaries of events and executive pay.\n\nLimitations: data comes only from SEC filings, so 13F portfolios are delayed by up to 45 days after quarter end and cover only the US-listed securities funds must report (no shorts or most foreign holdings). FilingSpy does not provide real-time prices, place trades, access brokerage accounts, or give investment advice. Requires signing in with a FilingSpy account.",
        "developerName": "FilingSpy LLC",
        "category": "Finance",
        "capabilities": [
          "Read 13F fund portfolios",
          "Screen fund consensus",
          "Read insider trades",
          "Read financial statements",
          "Read and search filing text"
        ],
        "websiteURL": "https://filingspy.com",
        "supportURL": "https://filingspy.com/support",
        "privacyPolicyURL": "https://filingspy.com/privacy",
        "termsOfServiceURL": "https://filingspy.com/terms",
        "defaultPrompt": [
          "What did Warren Buffett buy last quarter?",
          "Which stocks did the most tracked funds add in the latest quarter?",
          "Show recent insider buying and selling at NVIDIA."
        ],
        "brandColor": "#000000",
        "composerIcon": "./assets/icon.png",
        "logo": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Latest-quarter buys for a named superinvestor (13F)",
              "prompt": "Using FilingSpy, what did Warren Buffett buy last quarter?",
              "tools_triggered": "get_investor_activity (optionally list_investors or get_investor_periods to find the investor and quarter)",
              "expected_behavior": "Identifies Berkshire Hathaway's latest reported 13F quarter (currently Q2 2026; Q3 2026 13Fs are due mid-November 2026) and lists the new and increased positions with share changes and reported values, e.g. Alphabet and Delta Air Lines. States the quarter and that 13F data is delayed. No investment recommendation."
            },
            {
              "description": "Consensus buying across tracked funds",
              "prompt": "Using FilingSpy, which stocks did the most tracked funds add in the latest quarter?",
              "tools_triggered": "screen_stock_consensus",
              "expected_behavior": "Ranks stocks by the number of tracked funds that opened or added to a position in the latest substantially complete 13F quarter (currently Q2 2026), showing funds buying versus funds selling for each, e.g. Meta Platforms and Microsoft at the top. Names the quarter."
            },
            {
              "description": "Reported quarterly financials",
              "prompt": "Using FilingSpy, show NVIDIA's quarterly revenue for the last two years.",
              "tools_triggered": "get_company_financials (optionally resolve_company)",
              "expected_behavior": "Returns NVIDIA's reported revenue for its last eight fiscal quarters from its 10-Q/10-K filings, labelled by fiscal quarter and period end date, and notes that NVIDIA's fiscal year ends in late January."
            },
            {
              "description": "Insider trading at one company (Form 4)",
              "prompt": "Using FilingSpy, show recent insider buying and selling at NVIDIA.",
              "tools_triggered": "get_insider_activity",
              "expected_behavior": "Summarizes NVIDIA officers' and directors' Form 4 open-market purchases and sales over roughly the last three months, by insider, with shares, dollar value, filing dates and whether trades were under a 10b5-1 plan. States the date range covered."
            },
            {
              "description": "Reading a specific section of a 10-K",
              "prompt": "Using FilingSpy, what does Netlist's latest 10-K say about litigation?",
              "tools_triggered": "resolve_company, list_company_filings, read_filing_section (optionally search_filing_text)",
              "expected_behavior": "Finds Netlist's latest 10-K (fiscal 2025, filed March 2026), notes that Item 3 refers to the litigation note in the financial statements, and summarizes that note's main matters (cases against Samsung and Micron, patent office challenges, legal costs), citing the filing."
            }
          ],
          "negative": [
            {
              "description": "Trade execution is out of scope: FilingSpy is read-only SEC data and cannot place orders. The assistant should say it cannot trade and not claim an order was placed.",
              "prompt": "Using FilingSpy, buy 100 shares of NVIDIA for me."
            },
            {
              "description": "Real-time market data is out of scope: FilingSpy has no live quotes. The assistant should say FilingSpy does not provide real-time prices rather than present a filing-derived figure as the current price.",
              "prompt": "Using FilingSpy, what is Apple's stock price right now?"
            },
            {
              "description": "Personal brokerage accounts are out of scope: FilingSpy only has public SEC filings and no access to users' accounts. The assistant should say it cannot see the user's holdings.",
              "prompt": "Using FilingSpy, show me the stocks in my brokerage account and how they did today."
            }
          ]
        },
        "demo_recording_url": "https://cdn.filingspy.com/review/filingspy-chatgpt-walkthrough-20261018.mp4",
        "commerce": false,
        "commerce_description": "FilingSpy does not sell products or process payments inside ChatGPT or Codex."
      },
      "publication": {
        "release_notes": "Initial release: 24 read-only tools over SEC 13F, Form 3/4/5, XBRL financial statements and filing text."
      },
      "apps": "./.app.json"
    }
  }
}