web-search-advanced-financial-report

Original：🇺🇸 English
Translated

Search for financial reports using Exa advanced search. Near-full filter support for finding SEC filings, earnings reports, and financial documents. Use when searching for 10-K filings, quarterly earnings, or annual reports.

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Sourceexa-labs/exa-mcp-server
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NPX Install

npx skill4agent add exa-labs/exa-mcp-server web-search-advanced-financial-report

Tags

Translated version includes tags in frontmatter
exa-advanced-searchfinancial-report-searchsec-filingsdata-filteringsearch-automation

SKILL.md Content

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Web Search Advanced - Financial Report Category

Tool Restriction (Critical)

ONLY use 
web_search_advanced_exa
with 
category: "financial report"
. Do NOT use other categories or tools.

Filter Restrictions (Critical)

The 
financial report
category has one known restriction:
  • excludeText
    - NOT SUPPORTED (causes 400 error)

Supported Parameters

Core

  • query
    (required)
  • numResults
  • type
    ("auto", "fast", "deep", "neural")

Domain filtering

  • includeDomains
    (e.g., ["sec.gov", "investor.apple.com"])
  • excludeDomains

Date filtering (ISO 8601) - Very useful for financial reports!

  • startPublishedDate
    / 
    endPublishedDate
  • startCrawlDate
    / 
    endCrawlDate

Text filtering

  • includeText
    (must contain ALL) - single-item arrays only; multi-item causes 400
  • excludeText
     - NOT SUPPORTED

Content extraction

  • textMaxCharacters
    / 
    contextMaxCharacters
  • enableSummary
    / 
    summaryQuery
  • enableHighlights
    / 
    highlightsNumSentences
    / 
    highlightsPerUrl
    / 
    highlightsQuery

Additional

  • additionalQueries
  • livecrawl
    / 
    livecrawlTimeout
  • subpages
    / 
    subpageTarget

Token Isolation (Critical)

Never run Exa searches in main context. Always spawn Task agents:
  • Agent calls 
    web_search_advanced_exa
    with 
    category: "financial report"
  • Agent merges + deduplicates results before presenting
  • Agent returns distilled output (brief markdown or compact JSON)
  • Main context stays clean regardless of search volume

When to Use

Use this category when you need:
  • SEC filings (10-K, 10-Q, 8-K, S-1)
  • Quarterly earnings reports
  • Annual reports
  • Investor presentations
  • Financial statements

Examples

SEC filings for a company:
web_search_advanced_exa {
  "query": "Anthropic SEC filing S-1",
  "category": "financial report",
  "numResults": 10,
  "type": "auto"
}
Recent earnings reports:
web_search_advanced_exa {
  "query": "Q4 2025 earnings report technology",
  "category": "financial report",
  "startPublishedDate": "2025-10-01",
  "numResults": 20,
  "type": "auto"
}
Specific filing type:
web_search_advanced_exa {
  "query": "10-K annual report AI companies",
  "category": "financial report",
  "includeDomains": ["sec.gov"],
  "startPublishedDate": "2025-01-01",
  "numResults": 15,
  "type": "deep"
}
Risk factors analysis:
web_search_advanced_exa {
  "query": "risk factors cybersecurity",
  "category": "financial report",
  "includeText": ["cybersecurity"],
  "numResults": 10,
  "enableHighlights": true,
  "highlightsQuery": "What are the main cybersecurity risks?"
}

Output Format

Return:
  1. Results (company name, filing type, date, key figures/highlights)
  2. Sources (Filing URLs)
  3. Notes (reporting period, any restatements, auditor notes)