.codex-plugin/plugin.json

{
  "name": "sec-filings",
  "version": "1.0.0",
  "description": "SEC filings and reported company financials, straight from EDGAR.",
  "author": {
    "name": "Zovo",
    "email": "support@zovo.one",
    "url": "https://zovo.one"
  },
  "homepage": "https://sec-filings.zovo.one",
  "license": "Proprietary",
  "keywords": [
    "sec filings",
    "company financials",
    "10-k revenue",
    "sec edgar search",
    "company revenue history",
    "net income by year",
    "latest 10-q",
    "8-k filings",
    "financial statements download",
    "public company data"
  ],
  "skills": "./skills/",
  "mcpServers": "./.mcp.json",
  "interface": {
    "displayName": "Zovo SEC Filings",
    "shortDescription": "SEC filings and financials",
    "longDescription": "Show company financials, revenue and net income for a US public company using live SEC EDGAR data and downloadable CSV/XLSX files. Zovo SEC Filings finds the company by ticker or name and returns the last 10 fiscal years of revenue, net income, total assets, liabilities, cash and equivalents, operating cash flow and diluted EPS, each value with the filing form and date it came from, plus year-over-year growth for revenue and net income. Switch to quarterly to see the latest reported 10-Q periods, or ask for the latest 10-K, 10-Q and 8-K filings with links to the documents on sec.gov.\n\nDownload the table as a CSV or XLSX file, or read it in the widget with sparklines for each metric. Each figure keeps the period it belongs to, so you can follow the history by year or by quarter.\n\nValues are as reported in XBRL to the SEC; this tool does not adjust or audit them, and some filers use other concepts, which then show not reported. It reports past filings only, not share prices or forecasts, and it is not investment advice.",
    "developerName": "Zovo",
    "category": "Finance",
    "capabilities": [
      "Interactive",
      "Read"
    ],
    "websiteURL": "https://sec-filings.zovo.one",
    "supportURL": "https://sec-filings.zovo.one/support",
    "privacyPolicyURL": "https://sec-filings.zovo.one/privacy",
    "termsOfServiceURL": "https://sec-filings.zovo.one/terms",
    "defaultPrompt": [
      "Show AAPL's annual revenue, net income and total assets for the last 5 years from its SEC filings",
      "List AAPL's latest 10-K, 10-Q and 8-K filings with links to sec.gov",
      "Download MSFT's last 5 years of revenue and diluted EPS as an XLSX spreadsheet"
    ],
    "brandColor": "#1D4ED8",
    "brandColorDark": "#93B4FF",
    "composerIcon": "./assets/icon.svg",
    "logo": "./assets/logo.png"
  },
  "extensions": {
    "com.openai": {
      "onboardingSkill": "./skills/sec-filings/SKILL.md",
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Annual financials from SEC filings with downloads",
              "prompt": "Show AAPL's annual revenue, net income and total assets for the last 5 years from its SEC filings",
              "tools_triggered": "get_company_financials",
              "expected_behavior": "Calls get_company_financials for ticker AAPL, annual, 5 years. Returns CIK 0000320193, fiscal year end 09-26, and 5 periods; the latest FY2025 shows revenue 416161000000 and net income 112010000000 with revenue growth 6.4%. The widget shows the metrics table with sparklines and CSV/XLSX download buttons, and each value keeps the 10-K form and filing date it came from."
            },
            {
              "description": "Latest filings list with links",
              "prompt": "List AAPL's latest 10-K, 10-Q and 8-K filings with links to sec.gov",
              "tools_triggered": "find_latest_filings",
              "expected_behavior": "Calls find_latest_filings for AAPL with the default forms and limit 8. Returns 8 filings newest first; the newest is a 10-Q filed 2026-07-31 with report date 2026-06-27 and a link to sec.gov. The widget lists each filing with an Open on sec.gov button."
            },
            {
              "description": "Non-December fiscal year",
              "prompt": "What were MSFT's revenue and net income for the last 3 fiscal years from its 10-K filings?",
              "tools_triggered": "get_company_financials",
              "expected_behavior": "Calls get_company_financials for MSFT, annual, 3 years. Returns CIK 0000789019, fiscal year end 06-30, and 3 periods; FY2026 revenue is 331839000000 with revenue growth 17.8%."
            },
            {
              "description": "Filtered filings by form type",
              "prompt": "Find MSFT's latest 10-K and 10-Q filings in the SEC EDGAR search",
              "tools_triggered": "find_latest_filings",
              "expected_behavior": "Calls find_latest_filings for MSFT with forms 10-K and 10-Q and limit 6. Returns 6 filings newest first; the newest is the 10-K filed 2026-07-29 with report date 2026-06-30."
            },
            {
              "description": "Costco financials and diluted EPS",
              "prompt": "Show COST's company revenue history and diluted EPS for the last 5 fiscal years",
              "tools_triggered": "get_company_financials",
              "expected_behavior": "Calls get_company_financials for COST, annual, 5 years. Returns 5 periods with fiscal year end 08-30; latest FY2026 diluted EPS is 20.76 and revenue growth is 10.1%."
            }
          ],
          "negative": [
            {
              "description": "Share prices and investment advice are out of scope. Expected: the tool is not called; the assistant explains it reports past SEC filings, not share prices or buy/sell advice.",
              "prompt": "What is AAPL's share price today and should I buy the stock?"
            },
            {
              "description": "Private companies do not file with the SEC. Expected: the tool is not called; the assistant explains only US public companies in the SEC index are covered.",
              "prompt": "Show me the annual financials of my private company Example Labs LLC"
            },
            {
              "description": "Forecasts are not reported data. Expected: the tool is not called; the assistant explains the plugin returns reported historical filings, not predictions.",
              "prompt": "Forecast next year's revenue for AAPL for me"
            }
          ]
        },
        "commerce": false,
        "commerce_description": "This plugin does not sell products or process payments.",
        "demo_recording_url": "https://sec-filings.zovo.one/demo.mp4"
      },
      "publication": {
        "countries": [],
        "release_notes": "Initial release: reported financials from SEC EDGAR XBRL for the last 10 fiscal years or the latest 10-Q quarters, seven metrics with the source form and date, year-over-year growth, latest filings with links, and CSV/XLSX downloads.",
        "translations": {
          "pl-PL": {
            "subtitle": "Sprawozdania i finanse SEC",
            "description": "Pokazuj raportowane przychody, zysk netto i inne dane ze sprawozda\u0144 finansowych sp\u00f3\u0142ek publicznych w USA bezpo\u015brednio z danych EDGAR ameryka\u0144skiej komisji SEC. Zovo SEC Filings wyszukuje sp\u00f3\u0142k\u0119 po tickerze lub nazwie i zwraca dane z ostatnich 10 lat obrotowych: przychody, zysk netto, aktywa og\u00f3\u0142em, zobowi\u0105zania, \u015brodki pieni\u0119\u017cne i ekwiwalenty, przep\u0142ywy operacyjne oraz rozwodniony zysk na akcj\u0119 \u2014 ka\u017cda warto\u015b\u0107 z formularzem i dat\u0105 z\u0142o\u017cenia, a tak\u017ce dynamik\u0119 rok do roku. Prze\u0142\u0105cz na kwarta\u0142y, aby zobaczy\u0107 najnowsze okresy z formularzy 10-Q, albo popro\u015b o najnowsze formularze 10-K, 10-Q i 8-K z linkami do dokument\u00f3w na sec.gov.\n\nTabel\u0119 mo\u017cna pobra\u0107 jako plik CSV lub XLSX albo obejrze\u0107 w wid\u017cecie z miniaturami trend\u00f3w. Warto\u015bci s\u0105 takie, jak zaraportowano w XBRL do SEC; narz\u0119dzie ich nie koryguje ani nie audytuje, a niekt\u00f3rzy emitenci u\u017cywaj\u0105 innych poj\u0119\u0107, kt\u00f3re pokazuj\u0105 si\u0119 jako niezaraportowane. To dane historyczne, nie ceny akcji ani prognozy i nie jest to porada inwestycyjna."
          },
          "de-DE": {
            "subtitle": "SEC-Berichte und Finanzdaten",
            "description": "Zeige gemeldete Umsatzerl\u00f6se, Nettogewinn und weitere Kennzahlen aus den Finanzberichten US-amerikanischer b\u00f6rsennotierter Unternehmen direkt aus den EDGAR-Daten der SEC. Zovo SEC Filings findet das Unternehmen \u00fcber Ticker oder Namen und liefert die letzten 10 Gesch\u00e4ftsjahre: Umsatz, Nettogewinn, Bilanzsumme, Verbindlichkeiten, Zahlungsmittel und \u00c4quivalente, operativer Cashflow und verw\u00e4sserter Gewinn je Aktie \u2014 jeder Wert mit Formular und Einreichungsdatum, dazu die Ver\u00e4nderung gegen\u00fcber dem Vorjahr. Wechsle auf Quartale f\u00fcr die neuesten 10-Q-Zeitr\u00e4ume oder frage die neuesten 10-K-, 10-Q- und 8-K-Berichte mit Links zu den Dokumenten auf sec.gov ab.\n\nDie Tabelle l\u00e4sst sich als CSV- oder XLSX-Datei herunterladen oder im Widget mit Trendlinien ansehen. Die Werte sind wie in XBRL an die SEC gemeldet; das Werkzeug passt sie nicht an und pr\u00fcft sie nicht, und manche Emittenten nutzen andere Konzepte, die dann als nicht gemeldet erscheinen. Es sind vergangene Berichte, keine Kurse oder Prognosen, und keine Anlageberatung."
          },
          "es-ES": {
            "subtitle": "Informes y finanzas de la SEC",
            "description": "Muestra los ingresos, el beneficio neto y otras cifras de los estados financieros comunicados por empresas cotizadas de EE. UU., directamente de los datos EDGAR de la SEC. Zovo SEC Filings encuentra la empresa por t\u00edcker o nombre y devuelve los \u00faltimos 10 a\u00f1os fiscales: ingresos, beneficio neto, activos totales, pasivos, efectivo y equivalentes, flujo de caja operativo y beneficio diluido por acci\u00f3n, cada valor con el formulario y la fecha de presentaci\u00f3n, m\u00e1s la variaci\u00f3n interanual. Cambia a trimestral para ver los periodos 10-Q m\u00e1s recientes o pide los \u00faltimos formularios 10-K, 10-Q y 8-K con enlaces a los documentos en sec.gov.\n\nLa tabla se puede descargar en CSV o XLSX o verse en el widget con minigr\u00e1ficos de tendencia. Los valores son tal como se comunicaron en XBRL a la SEC; la herramienta no los ajusta ni los audita, y algunos emisores usan otros conceptos que aparecen como no comunicados. Son informes pasados, no precios ni previsiones, y no es asesoramiento de inversi\u00f3n."
          },
          "fr-FR": {
            "subtitle": "D\u00e9p\u00f4ts et finances SEC",
            "description": "Affichez le chiffre d'affaires, le r\u00e9sultat net et d'autres donn\u00e9es des \u00e9tats financiers d\u00e9clar\u00e9s par les soci\u00e9t\u00e9s cot\u00e9es am\u00e9ricaines, directement depuis les donn\u00e9es EDGAR de la SEC. Zovo SEC Filings trouve la soci\u00e9t\u00e9 par ticker ou par nom et renvoie les 10 derniers exercices : chiffre d'affaires, r\u00e9sultat net, total de l'actif, passifs, tr\u00e9sorerie et \u00e9quivalents, flux de tr\u00e9sorerie d'exploitation et r\u00e9sultat dilu\u00e9 par action, chaque valeur avec le formulaire et la date de d\u00e9p\u00f4t, plus la variation sur un an. Passez au trimestriel pour les derniers p\u00e9riodes 10-Q, ou demandez les derniers d\u00e9p\u00f4ts 10-K, 10-Q et 8-K avec des liens vers les documents sur sec.gov.\n\nLe tableau se t\u00e9l\u00e9charge en CSV ou XLSX ou s'affiche dans le widget avec des courbes de tendance. Les valeurs sont telles que d\u00e9clar\u00e9es en XBRL \u00e0 la SEC ; l'outil ne les ajuste pas et ne les audite pas, et certains \u00e9metteurs utilisent d'autres concepts, affich\u00e9s comme non d\u00e9clar\u00e9s. Ce sont des d\u00e9p\u00f4ts pass\u00e9s, pas des cours ni des pr\u00e9visions, et ce n'est pas un conseil en investissement."
          },
          "ja-JP": {
            "subtitle": "SEC\u63d0\u51fa\u66f8\u985e\u3068\u8ca1\u52d9\u60c5\u5831",
            "description": "SEC\u306eEDGAR\u30c7\u30fc\u30bf\u3092\u76f4\u63a5\u4f7f\u3063\u3066\u3001\u7c73\u56fd\u4e0a\u5834\u4f01\u696d\u304c\u958b\u793a\u3057\u305f\u58f2\u4e0a\u9ad8\u3001\u7d14\u5229\u76ca\u305d\u306e\u4ed6\u306e\u8ca1\u52d9\u8af8\u6570\u5024\u3092\u8868\u793a\u3057\u307e\u3059\u3002Zovo SEC Filings\u306f\u30c6\u30a3\u30c3\u30ab\u30fc\u307e\u305f\u306f\u4f1a\u793e\u540d\u3067\u4f01\u696d\u3092\u7279\u5b9a\u3057\u3001\u904e\u53bb10\u4f1a\u8a08\u5e74\u5ea6\u306e\u58f2\u4e0a\u9ad8\u3001\u7d14\u5229\u76ca\u3001\u7dcf\u8cc7\u7523\u3001\u8ca0\u50b5\u3001\u73fe\u91d1\u53ca\u3073\u73fe\u91d1\u540c\u7b49\u7269\u3001\u55b6\u696d\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3001\u7d50\u91c8\u5f8c\u4e00\u682a\u5f53\u305f\u308a\u5229\u76ca\u3092\u8fd4\u3057\u307e\u3059\u3002\u5404\u6570\u5024\u306b\u306f\u63d0\u51fa\u66f8\u985e\u3068\u63d0\u51fa\u65e5\u304c\u4ed8\u304d\u3001\u524d\u5e74\u6bd4\u3082\u8868\u793a\u3057\u307e\u3059\u3002\u56db\u534a\u671f\u306b\u5207\u308a\u66ff\u3048\u308b\u3068\u6700\u65b010-Q\u671f\u304c\u898b\u3089\u308c\u3001\u6700\u65b010-K\u30fb10-Q\u30fb8-K\u63d0\u51fa\u66f8\u985e\u3092sec.gov\u3078\u306e\u30ea\u30f3\u30af\u4ed8\u304d\u3067\u53d6\u5f97\u3067\u304d\u307e\u3059\u3002\n\n\u30c6\u30fc\u30d6\u30eb\u306fCSV\u307e\u305f\u306fXLSX\u3068\u3057\u3066\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3067\u304d\u3001\u30a6\u30a3\u30b8\u30a7\u30c3\u30c8\u3067\u306f\u5404\u6307\u6a19\u306e\u30b9\u30d1\u30fc\u30af\u30e9\u30a4\u30f3\u3092\u8868\u793a\u3057\u307e\u3059\u3002\u5024\u306fSEC\u3078\u306eXBRL\u958b\u793a\u306e\u307e\u307e\u3067\u3042\u308a\u3001\u672c\u30c4\u30fc\u30eb\u306f\u8abf\u6574\u3082\u76e3\u67fb\u3082\u3057\u307e\u305b\u3093\u3002\u4f01\u696d\u306b\u3088\u3063\u3066\u306f\u5225\u306e\u6982\u5ff5\u3092\u4f7f\u3044\u3001\u305d\u306e\u5834\u5408\u306f\u672a\u958b\u793a\u3068\u8868\u793a\u3055\u308c\u307e\u3059\u3002\u904e\u53bb\u306e\u63d0\u51fa\u66f8\u985e\u3067\u3042\u308a\u3001\u682a\u4fa1\u3084\u4e88\u6e2c\u3067\u306f\u306a\u304f\u3001\u6295\u8cc7\u52a9\u8a00\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002"
          },
          "pt-BR": {
            "subtitle": "Documentos e finan\u00e7as da SEC",
            "description": "Mostre receita, lucro l\u00edquido e outras cifras das demonstra\u00e7\u00f5es financeiras apresentadas por empresas de capital aberto dos EUA, direto dos dados EDGAR da SEC. O Zovo SEC Filings encontra a empresa por ticker ou nome e retorna os \u00faltimos 10 anos fiscais: receita, lucro l\u00edquido, ativos totais, passivos, caixa e equivalentes, caixa operacional e lucro dilu\u00eddo por a\u00e7\u00e3o, cada valor com o formul\u00e1rio e a data de protocolo, al\u00e9m da varia\u00e7\u00e3o ano a ano. Mude para trimestral para ver os per\u00edodos 10-Q mais recentes ou pe\u00e7a os \u00faltimos formul\u00e1rios 10-K, 10-Q e 8-K com links para os documentos em sec.gov.\n\nA tabela pode ser baixada em CSV ou XLSX ou vista no widget com minigr\u00e1ficos de tend\u00eancia. Os valores s\u00e3o como reportados em XBRL \u00e0 SEC; a ferramenta n\u00e3o os ajusta nem audita, e alguns emissores usam outros conceitos, que aparecem como n\u00e3o reportados. S\u00e3o documentos passados, n\u00e3o cota\u00e7\u00f5es nem previs\u00f5es, e n\u00e3o \u00e9 recomenda\u00e7\u00e3o de investimento."
          }
        }
      }
    }
  },
  "apps": "./.app.json"
}