How do I install the Exa Financial Report Search skill?

Run npx skillmds@latest add codealive-ai/exa-financial-report-search in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Exa Financial Report Search safe to use?

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Which AI agents work with Exa Financial Report Search?

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Is Exa Financial Report Search free to use?

Yes. Installing skills from SkillMD is free. This skill is licensed under MIT.

Who published Exa Financial Report Search?

CodeAlive-AI (@codealive-ai) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Exa Financial Report Search by codealive-ai

Name: Exa Financial Report Search
Author: CodeAlive-AI

Exa Financial Report Search

Find financial filings with Exa — SEC filings (10-K, 10-Q, S-1), earnings reports, and annual reports. Use to pull a company's financials, compare results across periods, or locate a specific filing. Runs a local script against the Exa API; no MCP server required.

CodeAlive-AI 813204d 2 files · 3.7 KB Updated Sep 17, 2026

File contents

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)

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

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

Examples:

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

# 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:

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.

---name: exa-financial-report-searchdescription: Find financial filings with Exa — SEC filings (10-K, 10-Q, S-1), earnings reports, and annual reports. Use to pull a company's financials, compare results across periods, or locate a specific filing. Runs a local script against the Exa API; no MCP server required.license: MIT---# 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)```bashexport 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`](../exa-native-base/SKILL.md).## Run it```bashpython scripts/financial_report_search.py "<company + report type + fiscal year>" [-n N] [--text]```Examples:```bashpython scripts/financial_report_search.py "Nvidia 10-K annual report fiscal 2024 revenue" -n 8python scripts/financial_report_search.py "Tesla Q3 2025 earnings results guidance" -n 8python 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 filingspython scripts/financial_report_search.py "Apple 10-K fiscal 2023 risk factors segment revenue" -n 8# Earnings & guidancepython scripts/financial_report_search.py "Microsoft Q2 FY2025 earnings call revenue cloud guidance" -n 8# Primary source on SEC EDGARpython ../exa-native-base/scripts/exa.py search "Nvidia 10-K 2024" --include-domains sec.gov -n 8```## Reading the actual numbersSearch finds the filing; **read it** to extract figures:```bashpython ../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.

Frequently asked questions