web-search-advanced-financial-report
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.
- Installs
- 45
- Last 24h
- —
- Trending rank
- —
- Security
- Not audited
Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/exa-labs/exa-mcp-server --skill web-search-advanced-financial-report- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads web-search-advanced-financial-report automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
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)numResultstype("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/endPublishedDatestartCrawlDate/endCrawlDate
Text filtering
includeText(must contain ALL) - single-item arrays only; multi-item causes 400excludeText
Content extraction
textMaxCharacters/contextMaxCharactersenableSummary/summaryQueryenableHighlights/highlightsNumSentences/highlightsPerUrl/highlightsQuery
Additional
additionalQueriesmaxAgeHours/livecrawlTimeoutsubpages/subpageTarget
Token Isolation (Critical)
Never run Exa searches in main context. Always spawn Task agents:
- Agent calls
web_search_advanced_exawithcategory: "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:
- Results (company name, filing type, date, key figures/highlights)
- Sources (Filing URLs)
- Notes (reporting period, any restatements, auditor notes)
FAQ
What does the web-search-advanced-financial-report skill do?
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.
How do I install web-search-advanced-financial-report?
Run npx skills add https://github.com/exa-labs/exa-mcp-server --skill web-search-advanced-financial-report in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/web-search-advanced-financial-report/ (personal) or .claude/skills/web-search-advanced-financial-report/ (project).
Which AI agents can use web-search-advanced-financial-report?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is web-search-advanced-financial-report safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains web-search-advanced-financial-report?
It is published by exa-labs in exa-labs/exa-mcp-server. It has 45 recorded installs.
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