Financial Report Search (Exa)

Find SEC filings, earnings, and annual reports via Exa's financial-report index. Calls the Exa REST API through a local script; no MCP server needed, only an EXA_API_KEY.

Setup (once)

bash
export EXA_API_KEY=your-key            # or EXA_API_KEY=... in a .env at the repo root

Get a key at https://dashboard.exa.ai/api-keys. Shared details: exa-native-base.

Run it

bash
python scripts/financial_report_search.py "<company + report type + fiscal year>" [-n N] [--text]

Examples:

bash
python scripts/financial_report_search.py "Nvidia 10-K annual report fiscal 2024 revenue" -n 8
python scripts/financial_report_search.py "Tesla Q3 2025 earnings results guidance" -n 8
python scripts/financial_report_search.py "Stripe S-1 filing prospectus" -c pdf -n 5

Defaults to category=financial report. Encode the report type and fiscal year (10-K, 10-Q, S-1, 8-K, earnings; FY/quarter) — it's the strongest relevance signal.

Query patterns

bash
# Annual / quarterly filings
python scripts/financial_report_search.py "Apple 10-K fiscal 2023 risk factors segment revenue" -n 8

# Earnings & guidance
python scripts/financial_report_search.py "Microsoft Q2 FY2025 earnings call revenue cloud guidance" -n 8

# Primary source on SEC EDGAR
python ../exa-native-base/scripts/exa.py search "Nvidia 10-K 2024" --include-domains sec.gov -n 8

Reading the actual numbers

Search finds the filing; read it to extract figures:

bash
python ../exa-native-base/scripts/exa.py contents <filing-url> --text

For long filings, fetch the specific document (not the index) and pull the line items you need. Distinguish reported figures from estimates, and always cite the filing URL + period.

Override categories with -c

financial report (default) · pdf (PDF filings/prospectuses) · news (analyst/press coverage) · company (company profile/context).

After you get results

• Prefer primary sources (sec.gov / investor-relations) over secondary commentary for figures.
• Treat results as similarity, not validation — confirm the company, period, and figure from the filing itself.
• Deliver: the figures with their period and a link to the exact filing; flag any number you couldn't verify in a primary source.