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web-search-advanced-financial-report

web-search-advanced-financial-report

github.com/exa-labsProductivity5.2k45 installsUpdated today
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About web-search-advanced-financial-report

A skill for searching specifically for financial reports with Exa, including filings, earnings reports, and investor materials. It specifies supported filters and requires searches to run in Task agents, with distilled results returned to the main context.

Key features

  1. 01Restrict searches to financial report category
  2. 02Filter by domains and dates
  3. 03Use supported text and content options
  4. 04Run searches through Task agents
  5. 05Return deduplicated, distilled results

Use cases

  1. 01Find SEC filings for a company
  2. 02Locate recent quarterly earnings reports
  3. 03Search investor presentations or financial statements

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/exa-labs/exa-mcp-server --skill web-search-advanced-financial-report

After installing, type/web-search-advanced-financial-reportin Claude Code to confirm it loaded.

Details

From the project README

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)
  • numResults
  • type ("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 / endPublishedDate
  • startCrawlDate / endCrawlDate
Text filtering
  • includeText (must contain ALL) - single-item arrays only; multi-item causes 400
  • excludeText - NOT SUPPORTED
Content extraction
  • textMaxCharacters / contextMaxCharacters
  • enableSummary / summaryQuery
  • enableHighlights / highlightsNumSentences / highlightsPerUrl / highlightsQuery
Additional
  • additionalQueries
  • maxAgeHours / livecrawlTimeout
  • subpages / subpageTarget

Token Isolation (Critical)

Never run Exa searches in main context. Always spawn Task agents:

  • Agent calls web_search_advanced_exa with category: "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:

  1. Results (company name, filing type, date, key figures/highlights)
  2. Sources (Filing URLs)
  3. Notes (reporting period, any restatements, auditor notes)

Comments

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