Company Research Workflow with Claude Code and SEC EDGAR

When you’re doing company research — due diligence, financial modeling, building an investment thesis — the first step is always discovery. You need to find the company in SEC EDGAR, get its CIK number, and then use that CIK to pull actual financial data. With AgentPatch connected, Claude Code can handle that entire chain without you leaving the terminal.

Why This Matters

SEC EDGAR is the authoritative source for public company financial data in the United States. Every publicly traded company files there, and the data is free. But the access pattern is clunky: you search for the company, find its CIK, navigate to filings, find the right document, and extract the numbers you care about.

The discovery step — going from “I want to look at this company” to having the right identifier — is small but it’s the gate to everything else. If your agent can handle it, the whole research workflow gets smoother. Claude Code with SEC Company Search can resolve a company name or ticker to its CIK, then immediately chain into the SEC Company Financials tool to pull the actual numbers.

Setup

Install the AgentPatch CLI (zero dependencies, Python 3.10+):

pip install agentpatch

Set your API key:

export AGENTPATCH_API_KEY=your_api_key

Then use it:

ap search "web search"
ap run agentpatch google-search --input '{"query": "test"}'

Get your API key from the AgentPatch dashboard.

Run this command to add AgentPatch as an MCP server:

claude mcp add -s user --transport http agentpatch https://agentpatch.ai/mcp \
  --header "Authorization: Bearer YOUR_API_KEY"

Replace YOUR_API_KEY with your actual key from the AgentPatch dashboard. Claude Code discovers all AgentPatch tools automatically.

Example

You’re doing a quick analysis of a company and want to pull its financials without leaving your coding session. You tell Claude Code:

“Look up NVIDIA in SEC EDGAR and then pull their most recent annual revenue and net income.”

Claude Code runs the discovery and analysis chain:

Searching SEC EDGAR for "NVIDIA"...

Found:
  Company: NVIDIA Corp
  Ticker:  NVDA
  CIK:     0001045810

Now fetching financial data using CIK 0001045810...

NVIDIA Corp — Most Recent Annual Financials:
  Revenue:    $130.5B
  Net Income: $72.9B
  Period:     FY 2025 (ended Jan 2025)

Revenue grew 114% year-over-year, driven primarily by data center GPU
demand. Want me to pull quarterly breakdowns or compare against AMD?

Claude Code resolved the ticker to a CIK, pulled the financials, and summarized the key numbers. The discovery step took one tool call at 50 credits ($0.005). From there, you can keep going — compare companies, pull historical trends, or feed the data into a model you’re building.

This workflow is especially useful when you don’t know the exact entity name. Searching “Alphabet” versus “Google” versus “GOOG” versus “GOOGL” can surface different results in EDGAR. Claude Code can search, identify the right entity, and proceed without you having to verify manually.

Wrapping Up

Claude Code with AgentPatch turns company research from a multi-tab browser exercise into a single terminal conversation. SEC Company Search handles discovery, SEC Company Financials handles the data, and Claude Code connects the dots. Visit agentpatch.ai to add both tools to your setup.

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