edgar-change-interpreter

内容来源：README.md（说明文档） · 原始地址 · 查看安装指南

原始内容

# Edgar Change Interpreter

A Claude Skill for interpreting material change, silent risk, and disclosure traps in SEC filings. It focuses on what changed (and what disappeared) across 10-K, 10-Q, and 8-K filings so you can review deltas without missing subtle shifts.

- **What this focuses on:** material changes, omitted risks, and explicit evidence from filings
- **What this deliberately avoids:** generic summaries and trade advice

---

## Why change interpretation (not summaries)?

Summaries describe what exists in a single filing. Decisions hinge on what changed between periods, what quietly disappeared, and how risk language shifted. This skill is built to surface those deltas and make uncertainty explicit.

---

## Quickstart

```bash
mkdir -p ~/.claude/skills
cp -R skills/edgar-change-interpreter ~/.claude/skills/
```

Restart Claude, then ask:

```text
Compare the latest 10-K vs. prior year for material changes and silent risks in the Risk Factors section.
```

---

## What Does This Do?

When you're reviewing SEC filings, this skill helps Claude:
- **Spot material changes** between current and prior filings
- **Flag silent risks** — things that disappeared or changed without explanation
- **Quote evidence** directly from the filing text
- **Be explicit about uncertainty** — no hallucinated conclusions

---

## Quick Start

### Prerequisites

- **Node.js v20 or higher** (see [Appendix A](#appendix-a-installing-nodejs-with-nvm) if you don't have it)
- **Claude CLI** with MCP support (see [Appendix B](#appendix-b-setting-up-claude-cli))

### Step 1: Install the Claude Skill

Copy the skill folder to your Claude skills directory:

```bash
# Create the skills directory if it doesn't exist
mkdir -p ~/.claude/skills

# Copy the skill
cp -R skills/edgar-change-interpreter ~/.claude/skills/
```

The skill is now installed. Continue to Step 2 to set up automatic filing retrieval, or skip to [Usage Examples](#usage-examples) to use the skill by pasting filing text manually.

### Step 2: Set Up the MCP Server (Recommended)

The MCP server fetches SEC filings for you automatically — no more copy-pasting from the SEC website. Skip to [Usage Examples](#usage-examples) if you want to use the skill manually without the server.

```bash
# Navigate to the server directory
cd mcp/edgar-server

# Install dependencies
npm install

# Create your environment file
cp .env.example .env
```

Edit the `.env` file with your information (the SEC requires a user-agent for API access):

```bash
SEC_USER_AGENT_NAME="Your Name or Company"
SEC_USER_AGENT_EMAIL="your@email.com"
SEC_MAX_RPS=2
```

Build the server:

```bash
npm run build
```

Run it once to get your registration command:

```bash
npm start
```

The server will print something like this:

```
[edgar-mcp-server] Started successfully!

To add this server to Claude CLI, run:

claude mcp add-json edgar '{"type":"stdio","command":"node","args":["/path/to/dist/index.js"],"env":{...}}'
```

**Important:** Stop the server (Ctrl+C), then copy and run that `claude mcp add-json ...` command. Claude Code manages starting the server automatically — you don't need to keep it running manually.

### Step 3: Start Claude Code

Now start Claude Code:

```bash
claude
```

That's it! Claude will automatically start the MCP server in the background when needed.

### Step 4: Verify Everything Works

Run these quick checks to confirm your setup:

```bash
# Check that the MCP server is registered
claude mcp list
# Should show "edgar" in the list

# Check that the skill is installed
ls ~/.claude/skills/edgar-change-interpreter
# Should show the skill files
```

**Quick test prompt** — paste this into Claude Code to confirm both the skill and MCP server are working:

```text
Use the edgar tools to resolve the company "AAPL" and tell me their CIK number.
```

If you see a CIK number (like 0000320193), you're all set.

---

## Usage Examples

### Without MCP Server (Manual)

Just paste filing text directly into Claude:

```text
Analyze the material changes and silent risks in this 10-Q excerpt:

[PASTE FILING TEXT HERE]
```

### With MCP Server (Automatic)

Ask Claude to fetch the filing for you:

```text
Use the edgar tools to fetch Apple's latest 10-K and analyze it for material changes.
```

Or be more specific:

```text
Fetch AAPL's latest 10-K with the prior period included, then analyze the changes in their risk factors.
```

### Available MCP Tools

| Tool | Description |
|------|-------------|
| `edgar.resolve_company` | Convert a ticker (AAPL) to a CIK number |
| `edgar.latest_filing` | Get metadata for the most recent filing |
| `edgar.fetch_filing_text` | Download and convert a filing to plain text |
| `edgar.get_and_prepare_for_skill` | All-in-one: fetch filing(s) and prepare for analysis |

---

## Troubleshooting

### Skill not being used

If Claude analyzes a filing without the structured output format (Material Changes, Silent Risks, etc.), the skill might not be installed correctly.

**Check the skill is installed:**
```bash
ls ~/.claude/skills/edgar-change-interpreter/skill.md
```

If the file doesn't exist, re-run Step 1 to copy the skill folder.

**Tip:** You can explicitly invoke the skill by typing `/edgar-change-interpreter` in Claude Code, or by mentioning "use the edgar change interpreter skill" in your prompt.

### "File content exceeds maximum allowed size"

The filing text was too large. Try asking for a smaller excerpt or specific sections:

```text
Fetch AAPL's 10-K but focus only on the Risk Factors section.
```

### MCP server not responding

1. Check that you registered it with Claude (`claude mcp list` should show "edgar")
2. Try removing and re-adding it: `claude mcp remove edgar`, then run the add command again
3. Check your `.env` file has valid SEC_USER_AGENT values

---

## About CMD+RVL

CMD+RVL builds decision-grade data, signals, and evidence for financial analysis. This skill is an open, standalone component of that work, designed to make interpretation and uncertainty explicit.

---

## Extending this skill

You can optionally pair this with historical filing packs or MCP/API fetchers for easier sourcing. It always works standalone with pasted text when you want a minimal, offline workflow.

---

## Disclaimer

This skill provides decision support only and does not offer investment advice. Always verify findings against the original SEC filings.

---

## Appendix A: Installing Node.js with nvm

[nvm](https://github.com/nvm-sh/nvm) (Node Version Manager) is the easiest way to install and manage Node.js versions.

### macOS / Linux

Open Terminal and run:

```bash
# Install nvm
curl -o- https://raw.githubusercontent.com/nvm-sh/nvm/v0.40.1/install.sh | bash

# Restart your terminal, then install Node.js
nvm install 20
nvm use 20

# Verify it worked
node --version  # Should show v20.x.x
```

### Windows

Use [nvm-windows](https://github.com/coreybutler/nvm-windows):

1. Download the installer from the [releases page](https://github.com/coreybutler/nvm-windows/releases)
2. Run the installer
3. Open a new Command Prompt and run:

```bash
nvm install 20
nvm use 20
node --version
```

---

## Appendix B: Setting Up Claude CLI

The Claude CLI lets you use Claude from your terminal with MCP tool support.

### Install Claude CLI

```bash
# macOS (using Homebrew)
brew install claude

# Or using npm (any platform)
npm install -g @anthropic-ai/claude-cli
```

### First-Time Setup

```bash
# Authenticate with your Anthropic account
claude login

# Verify it's working
claude --version
```

### Managing MCP Servers

```bash
# List registered MCP servers
claude mcp list

# Add a server (the edgar server prints this command for you)
claude mcp add-json edgar '{"type":"stdio","command":"node","args":["/path/to/index.js"]}'

# Remove a server
claude mcp remove edgar

# Test a server
claude mcp get edgar
```

### Using Claude with MCP Tools

Once the edgar server is registered, just start a conversation:

```bash
claude

# Then type your request:
> Fetch Apple's latest 10-K and summarize the key risk factors.
```

Claude will automatically use the edgar tools when needed.

Edgar Change Interpreter

A Claude Skill for interpreting material change, silent risk, and disclosure traps in SEC filings. It focuses on what changed (and what disappeared) across 10-K, 10-Q, and 8-K filings so you can review deltas without missing subtle shifts.

What this focuses on: material changes, omitted risks, and explicit evidence from filings
What this deliberately avoids: generic summaries and trade advice

Why change interpretation (not summaries)?

Summaries describe what exists in a single filing. Decisions hinge on what changed between periods, what quietly disappeared, and how risk language shifted. This skill is built to surface those deltas and make uncertainty explicit.

Quickstart

mkdir -p ~/.claude/skills
cp -R skills/edgar-change-interpreter ~/.claude/skills/

Restart Claude, then ask:

Compare the latest 10-K vs. prior year for material changes and silent risks in the Risk Factors section.

What Does This Do?

When you're reviewing SEC filings, this skill helps Claude:

Spot material changes between current and prior filings
Flag silent risks — things that disappeared or changed without explanation
Quote evidence directly from the filing text
Be explicit about uncertainty — no hallucinated conclusions

Quick Start

Prerequisites

Node.js v20 or higher (see Appendix A if you don't have it)
Claude CLI with MCP support (see Appendix B)

Step 1: Install the Claude Skill

Copy the skill folder to your Claude skills directory:

# Create the skills directory if it doesn't exist
mkdir -p ~/.claude/skills

# Copy the skill
cp -R skills/edgar-change-interpreter ~/.claude/skills/

The skill is now installed. Continue to Step 2 to set up automatic filing retrieval, or skip to Usage Examples to use the skill by pasting filing text manually.

Step 2: Set Up the MCP Server (Recommended)

The MCP server fetches SEC filings for you automatically — no more copy-pasting from the SEC website. Skip to Usage Examples if you want to use the skill manually without the server.

# Navigate to the server directory
cd mcp/edgar-server

# Install dependencies
npm install

# Create your environment file
cp .env.example .env

Edit the .env file with your information (the SEC requires a user-agent for API access):

SEC_USER_AGENT_NAME="Your Name or Company"
SEC_USER_AGENT_EMAIL="your@email.com"
SEC_MAX_RPS=2

Build the server:

npm run build

Run it once to get your registration command:

npm start

The server will print something like this:

[edgar-mcp-server] Started successfully!

To add this server to Claude CLI, run:

claude mcp add-json edgar '{"type":"stdio","command":"node","args":["/path/to/dist/index.js"],"env":{...}}'

Important: Stop the server (Ctrl+C), then copy and run that claude mcp add-json ... command. Claude Code manages starting the server automatically — you don't need to keep it running manually.

Step 3: Start Claude Code

Now start Claude Code:

claude

That's it! Claude will automatically start the MCP server in the background when needed.

Step 4: Verify Everything Works

Run these quick checks to confirm your setup:

# Check that the MCP server is registered
claude mcp list
# Should show "edgar" in the list

# Check that the skill is installed
ls ~/.claude/skills/edgar-change-interpreter
# Should show the skill files

Quick test prompt — paste this into Claude Code to confirm both the skill and MCP server are working:

Use the edgar tools to resolve the company "AAPL" and tell me their CIK number.

If you see a CIK number (like 0000320193), you're all set.

Usage Examples

Without MCP Server (Manual)

Just paste filing text directly into Claude:

Analyze the material changes and silent risks in this 10-Q excerpt:

[PASTE FILING TEXT HERE]

With MCP Server (Automatic)

Ask Claude to fetch the filing for you:

Use the edgar tools to fetch Apple's latest 10-K and analyze it for material changes.

Or be more specific:

Fetch AAPL's latest 10-K with the prior period included, then analyze the changes in their risk factors.

Available MCP Tools

Tool	Description
`edgar.resolve_company`	Convert a ticker (AAPL) to a CIK number
`edgar.latest_filing`	Get metadata for the most recent filing
`edgar.fetch_filing_text`	Download and convert a filing to plain text
`edgar.get_and_prepare_for_skill`	All-in-one: fetch filing(s) and prepare for analysis

Troubleshooting

Skill not being used

If Claude analyzes a filing without the structured output format (Material Changes, Silent Risks, etc.), the skill might not be installed correctly.

Check the skill is installed:

ls ~/.claude/skills/edgar-change-interpreter/skill.md

If the file doesn't exist, re-run Step 1 to copy the skill folder.

Tip: You can explicitly invoke the skill by typing /edgar-change-interpreter in Claude Code, or by mentioning "use the edgar change interpreter skill" in your prompt.

"File content exceeds maximum allowed size"

The filing text was too large. Try asking for a smaller excerpt or specific sections:

Fetch AAPL's 10-K but focus only on the Risk Factors section.

MCP server not responding

Check that you registered it with Claude (claude mcp list should show "edgar")
Try removing and re-adding it: claude mcp remove edgar, then run the add command again
Check your .env file has valid SEC_USER_AGENT values

About CMD+RVL

CMD+RVL builds decision-grade data, signals, and evidence for financial analysis. This skill is an open, standalone component of that work, designed to make interpretation and uncertainty explicit.

Extending this skill

You can optionally pair this with historical filing packs or MCP/API fetchers for easier sourcing. It always works standalone with pasted text when you want a minimal, offline workflow.

Disclaimer

This skill provides decision support only and does not offer investment advice. Always verify findings against the original SEC filings.

Appendix A: Installing Node.js with nvm

nvm (Node Version Manager) is the easiest way to install and manage Node.js versions.

macOS / Linux

Open Terminal and run:

# Install nvm
curl -o- https://raw.githubusercontent.com/nvm-sh/nvm/v0.40.1/install.sh | bash

# Restart your terminal, then install Node.js
nvm install 20
nvm use 20

# Verify it worked
node --version  # Should show v20.x.x

Windows

Use nvm-windows:

Download the installer from the releases page
Run the installer
Open a new Command Prompt and run:

nvm install 20
nvm use 20
node --version

Appendix B: Setting Up Claude CLI

The Claude CLI lets you use Claude from your terminal with MCP tool support.

Install Claude CLI

# macOS (using Homebrew)
brew install claude

# Or using npm (any platform)
npm install -g @anthropic-ai/claude-cli

First-Time Setup

# Authenticate with your Anthropic account
claude login

# Verify it's working
claude --version

Managing MCP Servers

# List registered MCP servers
claude mcp list

# Add a server (the edgar server prints this command for you)
claude mcp add-json edgar '{"type":"stdio","command":"node","args":["/path/to/index.js"]}'

# Remove a server
claude mcp remove edgar

# Test a server
claude mcp get edgar

Using Claude with MCP Tools

Once the edgar server is registered, just start a conversation:

claude

# Then type your request:
> Fetch Apple's latest 10-K and summarize the key risk factors.

Claude will automatically use the edgar tools when needed.