Financial Report Search

Step 1: Install or update Exa MCP

If Exa MCP already exists in your MCP configuration, either uninstall it first and install the new one, or update your existing MCP config with this endpoint. Run this command in your terminal:

claude mcp add --transport http exa "https://mcp.exa.ai/mcp?tools=web_search_advanced_exa"


Step 2: Add this Claude skill

---
name: web-search-advanced-financial-report
description: 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.
context: fork
---

# 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`
- `livecrawl` / `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)


Step 3: Ask User to Restart Claude Code

You should ask the user to restart Claude Code to have the config changes take effect.