SEC MCP prompts that ask for checkable evidence

Ask for a filing list before an analysis

A ticker may be ambiguous or change. Keep the confirmed CIK and accession in the result before asking the model to compare reports. “Latest” is a moving target; include the retrieval time and exact filing selected.

For the company I name, first resolve and show its CIK.
List 10-K filings accepted within my specified date window.
Return form, filing date, accession and primary document URL.
State whether amendments are included and which historical pages were read.
Do not summarize a report until the filing identity is confirmed.

For a filing-focused server with company and filing-list tools. This prompt was not executed against the comparison providers.

Ask for a section with a source boundary

A server that returns post summaries may help discover the filing but still lack the source document. Treat retrieval failure as a missing-evidence result. A model’s knowledge of the company is not a replacement for the exact two accessions.

Read the requested Item in the two confirmed accessions.
Identify the source document and distinguish its body from the table of contents.
For each proposed change give the old passage, new passage and document links.
If the tool cannot retrieve either section, report the missing evidence.
Do not infer a disclosure change from a search snippet.

Requires real document or section-reading tools. Synoptic catalog search alone cannot perform this job.

Use a different prompt for Synoptic stream posts

Inspect SEC stream 01JSPH2HZMMND30770DECW091Q.
After account authentication, read accessible stored posts in the UTC
window I supply. Search post text only when I specify a text query.
Return post ID, createdAt, original sourceLink and sourceTimestamp if present.
Keep returned metadata separate from facts verified in the official filing.
Say when pagination or access prevents a complete answer.
Do not follow streams, modify targets or publish.

Account-dependent template. Public stream inspection was tested; reading subscriber posts was not.

Use units and periods for numeric questions

For XBRL or statement questions, request the concept, unit, start/end dates, accession and source statement. Ask the connector to return unresolved alternatives rather than selecting a number solely because it appears last in an array.

The official SEC companyfacts and companyconcept APIs are useful baselines for structured observations. Their existence does not prove that a particular MCP server exposes them, nor that a stream post includes the needed accounting context.