get_filing_outline

Every readable part of one filing, both lanes, with sizes.

What it does

The scan tool: call it before reading anything. Returns every addressable section of one filing -- by default the latest annual report -- across two lanes, each entry with a section_id for read_filing_section and a measured size so you can choose what to spend. The notes lane comes from EDGAR's own per-note rendering; read notes.label for what that category contains, because it is wider than the accounting notes alone. The narrative lane is regex-sectioned from the primary document and is SECOND CLASS: it carries confidence, failure_reason and notice at document level and confidence, flags and notice per section. Some filers incorporate MD&A by reference and print only a pointer where the disclosure should be; that section is flagged incorporated_by_reference and must not be read as the disclosure itself.

get_filing_outline is on the free tier. A free account gets 12 agent calls per 16 hours and this is one of them; Pro is uncounted. The website's own screening allowance is counted separately.

Arguments, returns and a worked call

Everything below is generated from the same registry entry the MCP server and /openapi.json are generated from, so this page cannot name an argument that does not exist. The two examples are the same call, once over each transport.

get_filing_outline

Free

The scan tool: call it before reading anything. Returns every addressable section of one filing -- by default the latest annual report -- across two lanes, each entry with a `section_id` for read_filing_section and a measured size so you can choose what to spend. The notes lane comes from EDGAR's own per-note rendering; read `notes.label` for what that category contains, because it is wider than the accounting notes alone. The narrative lane is regex-sectioned from the primary document and is SECOND CLASS: it carries `confidence`, `failure_reason` and `notice` at document level and `confidence`, `flags` and `notice` per section. Some filers incorporate MD&A by reference and print only a pointer where the disclosure should be; that section is flagged `incorporated_by_reference` and must not be read as the disclosure itself.

Arguments

symbol string, required — The ticker as Crush The Market spells it.

accession string, optional — A specific filing, as list_filings spells it. Defaults to the latest annual report (10-K, 20-F or 40-F).

sizes boolean, optional — Measure every note by fetching it, so `chars` and `tokens` are real rather than null. Defaults to true. Pass false for a cheaper outline when you do not need to budget.

Returns

symbol, filing, notes, narrative, note, error, as_of, source, disclaimer

curl — Both lanes of Apple's latest 10-K, every note sized.
> curl -s https://crushthemarket.com/api/v1/get_filing_outline \  -H "Authorization: Bearer $CTM_KEY" \  -H 'Content-Type: application/json' \  -d '{"symbol":"AAPL"}'
MCP tools/call — Both lanes of Apple's latest 10-K, every note sized.
{  "jsonrpc": "2.0",  "id": 1,  "method": "tools/call",  "params": {    "name": "get_filing_outline",    "arguments": {      "symbol": "AAPL"    }  }}

Can answer

bad_request — `symbol` is missing, or `accession` is not in the form 0000000000-00-000000.

no_sec_filer — No SEC filer is mapped to the symbol. `adr_symbol` from list_filings may name one that is.

no_annual_report_yet — EDGAR lists filings for the issuer but no annual report among them.

unknown_filing — The accession is not one EDGAR lists for this symbol.

filing_summary_missing — EDGAR has no FilingSummary.xml for the filing, so the notes lane cannot be built.

edgar_unavailable — EDGAR did not answer, or answered with an error, after retries.

Calling get_filing_outline

  1. 1.Register free — an email address, no card — then create a key under API Keys on your account page. Your email address has to be verified first, and the key is shown once.
  2. 2.Using a chat client that speaks MCP? The MCP guide is one paste. Anything else takes bearer auth, the error codes and the limits from the REST guide.
  3. 3.Make the call above with your own key in it.

Every successful response carries as_of, source, a quota block saying how much of the allowance is left, and the same disclaimer this page ends on.

More for agents

AgentsWhat exists, and the three-step quickstart.
MCPConnect Claude Code or claude.ai.
REST APIBearer auth, endpoints, errors and limits.
ToolsOne page per tool: arguments, a worked call, what it can fail with.

Data, not advice. Do your own diligence.

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