Finance

sec-10k-analysis - Claude MCP Skill

Analyze 10-K annual filings to extract business model, financial priorities, risk factors, segments, and notable changes. Use when the user asks about 10-Ks, annual filings, SEC risk factors, or filing-based due diligence.

SEO Guide: Enhance your AI agent with the sec-10k-analysis tool. This Model Context Protocol (MCP) server allows Claude Desktop and other LLMs to analyze 10-k annual filings to extract business model, financial priorities, risk factors, segments,... Download and configure this skill to unlock new capabilities for your AI workflow.

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Documentation

SKILL.md
# SEC 10-K Analysis

Use this skill for annual filing due diligence and risk review.

## Query format

```text
Analyze the latest 10-K for <COMPANY OR TICKER> and summarize the business model, key risks, segment performance, and material changes versus the prior year.
```

## MCP call

```json
{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Analyze the latest 10-K for MSFT and summarize the business model, key risks, segment performance, and material changes versus the prior year."
  }
}
```

## Output expectations

- Start with a short business overview
- Pull out the most material risks instead of listing everything
- Highlight reporting segments, capital allocation, and accounting watch items
- Compare important changes to the prior annual filing when evidence is available

## Follow-up prompts

- "Expand only the risk factors section."
- "Compare the current 10-K to last year's filing."
- "Extract segment performance and margin commentary."

Signals

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Information

Repository
OctagonAI/octagon-mcp-server
Author
OctagonAI
Last Sync
9/5/2026
Repo Updated
8/21/2026
Created
6/3/2026

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