How to Pull SEC Company Financials in OpenClaw

OpenClaw is a solid local AI agent, but it can’t look up financial data on its own. Ask it for a company’s revenue and you’ll get whatever was in its training set — if anything. AgentPatch’s SEC Company Financials tool gives your OpenClaw bot access to real data from SEC EDGAR XBRL filings.

Why This Matters

Financial questions come up a lot in conversation: “How much revenue did Amazon do last year?” or “What’s Nvidia’s cash position?” Without a data source, your bot either guesses or refuses. Neither is useful.

The SEC’s EDGAR system has every public company filing in machine-readable format. It’s the ground truth for US company financials. But you wouldn’t want to wire up EDGAR’s API yourself just so your chat bot can answer a financial question.

AgentPatch makes it one tool call. You give it a CIK number (the SEC’s company identifier) and optionally specify which financial facts you want and how many years of history. It returns structured data: revenue, net income, assets, liabilities, stockholders’ equity, EPS, operating income, and cash — each with the value, unit, period, filing date, and whether it’s from a 10-K or 10-Q. The call costs 75 credits ($0.0075).

Use sec-company-search first if you don’t know the CIK number — your bot can chain the two calls together automatically.

Setup

Add AgentPatch to ~/.openclaw/openclaw.json:

{
  "mcp": {
    "servers": {
      "agentpatch": {
        "transport": "streamable-http",
        "url": "https://agentpatch.ai/mcp",
        "headers": {
          "Authorization": "Bearer YOUR_API_KEY"
        }
      }
    }
  }
}

Replace YOUR_API_KEY with your actual key from the AgentPatch dashboard. Restart OpenClaw and it discovers all AgentPatch tools automatically.

Example

You’re chatting with your OpenClaw bot on Discord and ask:

“What are Amazon’s key financials over the past 5 years?”

Your bot finds the CIK and pulls the data:

Searching SEC for "Amazon"...
Found: Amazon.com Inc, CIK 0001018724

Pulling financials for CIK 0001018724 (5 years)...

Amazon.com Inc — Key Financials (annual 10-K filings):

Revenue:
  2024: $637.6B
  2023: $574.8B
  2022: $514.0B
  2021: $469.8B
  2020: $386.1B

Net Income:
  2024: $59.2B
  2023: $30.4B
  2022: -$2.7B
  2021: $33.4B
  2020: $21.3B

Cash & Equivalents: $78.7B (as of 2024-12-31)

All figures sourced directly from official SEC EDGAR filings.

Your bot pulled real financial data, formatted it clearly, and cited the source. This works from Telegram, Signal, or wherever your OpenClaw instance lives.

Wrapping Up

Once AgentPatch is connected, your OpenClaw bot can pull official SEC financial data for any US public company right from chat. Pair it with sec-company-search for CIK lookups and you have a capable financial research assistant. The same connection gives your agent access to search, email, news, and everything else on the marketplace. Explore at agentpatch.ai.

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