Features by connector
Pick a connector to see exactly what Claude can read and write — and filter by plan tier to see which capabilities are included in Solo or unlock at Team+. Every tool is a slice of real work you can hand off in plain English and review before it lands in the system of record.
30+ years of public-company filings, on call to Claude
Cohesive360 exposes the SEC EDGAR public-filings database to Claude through 9 read-only tools across 5 capability areas. Resolve companies by ticker or CIK, browse and search filings, pull XBRL financial facts, track insider transactions — every figure links back to the originating filing so nothing is taken on faith.
Every public-company filing, ready for Claude
Annual reports (10-K), quarterly reports (10-Q), event filings (8-K), insider trades (Form 4), proxies, registration statements — all in one connector, all indexed by ticker, CIK, or company name.
30+ years of XBRL financial facts
Revenue, net income, assets, R&D spend, segment data — pull a specific concept across years, compare companies, or get the full company-facts dump for downstream analysis.
Public-data, free at the source
EDGAR has no per-query fees and no commercial paywall. Your firm pays for our connector — not for the underlying filings. SEC's only ask: identify your User-Agent, which the connector does automatically.
Plan tiers gate capability areas, not API access scope. For pricing, see the Pricing page.
Capabilities
5 workflow areas. Click any capability to expand its “what you can ask” examples and the underlying tool names. Use the sidebar to jump.
Resolve any company by name, ticker, or CIK to its canonical EDGAR record. The starting point for any deeper filing or XBRL query.
Resolve any company by name, ticker, or CIK to its canonical EDGAR record. The starting point for any deeper filing or XBRL query.
What you can ask Claude
- “Find Apple's EDGAR record”
- “What's the CIK for ticker NVDA”
- “Look up Microsoft Corporation”
- “Resolve 'Berkshire Hathaway' — there are two share classes, give me both”
Underlying tools (1)
lookup_companyList a company's filings by form type and date range, fetch a specific filing's metadata, or download the actual primary document for offline review. Includes the global 'most recent filings' shortcut for market-wide monitoring.
List a company's filings by form type and date range, fetch a specific filing's metadata, or download the actual primary document for offline review. Includes the global 'most recent filings' shortcut for market-wide monitoring.
What you can ask Claude
- “List Apple's last 10 10-K filings”
- “Show me every 8-K Tesla filed in the last 90 days”
- “Pull the 2024 10-K Apple filed and download the PDF”
- “What's the most recent filing across the entire EDGAR system right now”
Underlying tools (4)
list_filingslist_recent_filingsget_filingdownload_documentSearch EDGAR's full-text index across every filing for keywords, phrases, or boolean expressions. Useful for surfacing risk-factor language, accounting disclosures, or material-event mentions across companies.
Search EDGAR's full-text index across every filing for keywords, phrases, or boolean expressions. Useful for surfacing risk-factor language, accounting disclosures, or material-event mentions across companies.
What you can ask Claude
- “Search EDGAR for 'cybersecurity incident' in 8-K filings from 2024”
- “Find every 10-K that mentions 'climate change' as a material risk this year”
- “Search for filings referencing 'CEO transition' across all forms in the last quarter”
Underlying tools (1)
searchPull machine-readable financial data — pick one concept (Revenues, NetIncome, Assets) across time, or grab the full company-facts dump in one call. Backed by SEC's XBRL Financial Reports API.
Pull machine-readable financial data — pick one concept (Revenues, NetIncome, Assets) across time, or grab the full company-facts dump in one call. Backed by SEC's XBRL Financial Reports API.
What you can ask Claude
- “Get Apple's revenues every quarter for the last 5 years”
- “Pull the full XBRL company-facts dump for Microsoft”
- “Show me NVIDIA's R&D expense year over year”
- “Compare Apple, Google, and Microsoft on net income last fiscal year”
Underlying tools (2)
get_company_factsget_conceptPull insider buy/sell activity reported on Form 4 — executive officers and 10% holders. Useful for tracking insider sentiment, executive compensation, or material disposition events.
Pull insider buy/sell activity reported on Form 4 — executive officers and 10% holders. Useful for tracking insider sentiment, executive compensation, or material disposition events.
What you can ask Claude
- “List recent insider transactions at Tesla”
- “Has the Apple CEO sold any shares this year”
- “Show me Form 4 filings from Berkshire's officers in the last 30 days”
- “Any 10% holders increasing their position in NVDA”
Underlying tools (1)
get_insider_transactionsLimits and roadmap
What the SEC EDGARconnector can't do today, and why. We update this when things change.
Not in the vendor's API
Capabilities the vendor handles through admin UI or internal endpoints rather than the documented public API.
- Real-time trading data. EDGAR is a filings repository, not a market-data feed. For live quotes, Level-2 books, or options chains, you'd want a market-data API (not yet on the connector roadmap).
- Private-company filings. EDGAR covers public-company SEC filings only. Private companies that file with state regulators or only file Reg D Form D filings aren't comprehensively reachable here.
On the roadmap
Technically possible but not yet prioritised. Email product@cohesive360.com if any of these would change your decision to roll out.
- Earnings call transcripts. Companies file 8-Ks announcing earnings calls, but the transcripts themselves are typically distributed by third-party providers (Seeking Alpha, FactSet, S&P CIQ). Not on EDGAR.
- Filing analysis or AI-generated summaries. The connector returns raw data and document text. Summarisation, fundamentals analysis, or accounting-quality scoring is Claude's job, grounded in what EDGAR returns — not something the connector pre-computes.
Safeguards built into the connector
Defensive behaviours we put in the client because the underlying systems don't.
Read-only connector
Zero write tools. EDGAR is a public-data system of record — nobody writes back into it. Claude can only research and summarise filings.
Compliant User-Agent + rate limits
SEC's EDGAR API requires every client to identify itself in a User-Agent header. The connector sends a canonical Cohesive360 identifier and respects EDGAR's published 10-request-per-second cap with built-in queuing.
Every fact links to its filing
Numbers Claude pulls from XBRL link back to the originating filing (10-K, 10-Q, 8-K). You can drill from any quoted figure to the source filing on SEC.gov in one click.
No hallucinated filings
Claude only knows about filings EDGAR returns from a real lookup. The connector instructions explicitly tell Claude to refuse generating filing summaries without an EDGAR-grounded source.
No API key required, no PII collected
EDGAR is public — no key needed. The connector identifies itself via User-Agent only; no personal data of yours flows to the SEC.
What SEC EDGAR via Cohesive360 is not
Honest boundaries — what Claude through this connector cannot guarantee.
Cohesive360 is a facilitation channel between Claude (Anthropic) and your SEC EDGARtenant. Claude's responses are Anthropic's output; the underlying data is the vendor's system of record. We transport requests and responses; we do not generate, review, or validate Claude's output, and we do not operate the vendor's API.
Claude can be wrong. It can misread a record, misinterpret a date, draft against the wrong matter, or summarise incorrectly. Treat every draft as a draft — review it before you accept it, particularly anything that affects a deadline, a client communication, or a matter already in motion.
The vendor can be unavailable. The API can rate-limit, return errors, or reject requests for reasons specific to your tenant configuration. When that happens, Claude will tell you — but we have no control over when or why the vendor refuses a call.