sec-amendments-review
SEC Amendments Review
Review amendments to SEC filings and identify material changes or corrections for public companies using the Octagon MCP server.
Prerequisites
Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.
Workflow
1. Identify Analysis Parameters
Determine the following before querying:
- Ticker: Stock symbol (e.g., AAPL, MSFT, GOOGL)
- Time Period (optional): Recent amendments, specific date range
- Filing Type (optional): Specific amendment types of interest
2. Execute Query via Octagon MCP
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