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
0 workflow areas in Team plan+. Click any capability to expand its “what you can ask” examples and the underlying tool names. Use the sidebar to jump.
Limits 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.