How do I install the Olo Sec Scanner skill?

Run npx skillmds@latest add dvcrn/olo-sec-scanner 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 Olo Sec Scanner safe to use?

This skill has not completed SkillMD's automated safety review yet. Independent scanners report: SkillSpector: PASS, Skill Scanner: PASS. Capability flags: makes network calls. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Olo Sec Scanner?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Olo Sec Scanner free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Olo Sec Scanner?

dvcrn (@dvcrn) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Olo Sec Scanner by dvcrn — Agent Skill

Name: Olo Sec Scanner
Rating: 4.2 (5 reviews)
Author: dvcrn

File contents

SEC Filing Scanner for M&A

Extract and analyze SEC EDGAR filings for acquisition due diligence.

Data Source

SEC EDGAR API (free, no API key, 10 req/sec rate limit):

Company Facts: https://data.sec.gov/api/xbrl/companyfacts/CIK{cik}.json
Submissions: https://data.sec.gov/submissions/CIK{cik}.json
Full-Text Search: https://efts.sec.gov/LATEST/search-index?q=...

Filing Types & M&A Relevance

Filing	Use Case
10-K	Annual financials, risk factors, segment data, legal proceedings
10-Q	Quarterly trends, interim changes, going concern flags
8-K	Material events: acquisitions, dispositions, leadership changes, restatements
DEF 14A	Executive comp, related-party transactions, governance
SC 13D/G	Activist positions, ownership changes above 5%
Form 4	Insider buying/selling patterns (signal conviction)
Form D	Private placement activity (pre-IPO targets)

Extraction Framework

1. Financial Extraction (from XBRL)

Revenue (3-5 year trend from Revenues or RevenueFromContractWithCustomerExcludingAssessedTax)
EBITDA (computed: OperatingIncome + DepreciationAndAmortization)
Net income, EPS, diluted shares
Total assets, total liabilities, stockholders' equity
Operating cash flow, CapEx, free cash flow
Segment revenue breakdown (if multi-segment)

2. Risk Factor Analysis (from 10-K Item 1A)

Categorize risks: market, operational, regulatory, financial, legal, technology
Flag risks mentioning: litigation, regulatory investigation, material weakness, going concern
Compare risk factors year-over-year to detect new disclosures
Score overall risk severity (low / moderate / elevated / high)

3. Material Event Detection (from 8-K)

Item 1.01: Entry into material agreement
Item 2.01: Completion of acquisition or disposition
Item 2.05: Costs of restructuring
Item 4.01: Change in accountant (red flag)
Item 5.02: Departure of directors/officers
Item 8.01: Other material events

4. Ownership & Governance (from DEF 14A, 13D/G)

Top institutional holders and concentration
Insider ownership percentage
Recent insider transactions (net buying vs. selling)
Activist involvement flags

Output Format

SEC Filing Analysis: [Company Name] (CIK: XXXXXXXXXX)

Filings Scanned: 12 (3x 10-K, 8x 10-Q, 1x 8-K)
Date Range: 2023-01-01 to 2025-12-31

Financial Summary (from XBRL):
  Revenue TTM:     $164.5M (↑ 12% YoY)
  EBITDA TTM:      $28.3M  (17.2% margin)
  FCF TTM:         $22.1M
  Net Debt:        $45.0M  (1.6x EBITDA)

Risk Flags:
  ⚠ New risk factor: "concentration of revenue" (added FY2025)
  ⚠ Material weakness in internal controls (10-K Item 9A)
  ✓ No going concern language
  ✓ No change in auditor

Material Events (8-K):
  2025-09-15: Entered into $50M credit facility (Item 1.01)
  2025-06-01: CFO departure (Item 5.02)

Insider Activity (Last 12 months):
  Net Selling: $2.3M (3 insiders sold, 0 bought)

M&A-Specific Checks

Change of control provisions: Search 10-K for "change of control", "golden parachute", "poison pill"
Material contracts: Identify contracts with change-of-control triggers
Customer concentration: Extract from risk factors or segment data
Pending litigation: Quantify contingent liabilities from footnotes
NOL carryforwards: Extract tax asset values (Section 382 limitation risk in acquisition)
Lease obligations: Right-of-use assets and total lease commitments

---name: olo-sec-scannerdescription: SEC EDGAR filing analysis for M&A due diligence — extract financials, detect risks, and track corporate events from 10-K, 10-Q, and 8-K filings---# SEC Filing Scanner for M&AExtract and analyze SEC EDGAR filings for acquisition due diligence.## Data SourceSEC EDGAR API (free, no API key, 10 req/sec rate limit):- Company Facts: `https://data.sec.gov/api/xbrl/companyfacts/CIK{cik}.json`- Submissions: `https://data.sec.gov/submissions/CIK{cik}.json`- Full-Text Search: `https://efts.sec.gov/LATEST/search-index?q=...`## Filing Types & M&A Relevance| Filing | Use Case ||--------|----------|| 10-K | Annual financials, risk factors, segment data, legal proceedings || 10-Q | Quarterly trends, interim changes, going concern flags || 8-K | Material events: acquisitions, dispositions, leadership changes, restatements || DEF 14A | Executive comp, related-party transactions, governance || SC 13D/G | Activist positions, ownership changes above 5% || Form 4 | Insider buying/selling patterns (signal conviction) || Form D | Private placement activity (pre-IPO targets) |## Extraction Framework### 1. Financial Extraction (from XBRL)- Revenue (3-5 year trend from `Revenues` or `RevenueFromContractWithCustomerExcludingAssessedTax`)- EBITDA (computed: `OperatingIncome` + `DepreciationAndAmortization`)- Net income, EPS, diluted shares- Total assets, total liabilities, stockholders' equity- Operating cash flow, CapEx, free cash flow- Segment revenue breakdown (if multi-segment)### 2. Risk Factor Analysis (from 10-K Item 1A)- Categorize risks: market, operational, regulatory, financial, legal, technology- Flag risks mentioning: litigation, regulatory investigation, material weakness, going concern- Compare risk factors year-over-year to detect new disclosures- Score overall risk severity (low / moderate / elevated / high)### 3. Material Event Detection (from 8-K)- Item 1.01: Entry into material agreement- Item 2.01: Completion of acquisition or disposition- Item 2.05: Costs of restructuring- Item 4.01: Change in accountant (red flag)- Item 5.02: Departure of directors/officers- Item 8.01: Other material events### 4. Ownership & Governance (from DEF 14A, 13D/G)- Top institutional holders and concentration- Insider ownership percentage- Recent insider transactions (net buying vs. selling)- Activist involvement flags## Output Format```SEC Filing Analysis: [Company Name] (CIK: XXXXXXXXXX)Filings Scanned: 12 (3x 10-K, 8x 10-Q, 1x 8-K)Date Range: 2023-01-01 to 2025-12-31Financial Summary (from XBRL): Revenue TTM: $164.5M (↑ 12% YoY) EBITDA TTM: $28.3M (17.2% margin) FCF TTM: $22.1M Net Debt: $45.0M (1.6x EBITDA)Risk Flags: ⚠ New risk factor: "concentration of revenue" (added FY2025) ⚠ Material weakness in internal controls (10-K Item 9A) ✓ No going concern language ✓ No change in auditorMaterial Events (8-K): 2025-09-15: Entered into $50M credit facility (Item 1.01) 2025-06-01: CFO departure (Item 5.02)Insider Activity (Last 12 months): Net Selling: $2.3M (3 insiders sold, 0 bought)```## M&A-Specific Checks- **Change of control provisions**: Search 10-K for "change of control", "golden parachute", "poison pill"- **Material contracts**: Identify contracts with change-of-control triggers- **Customer concentration**: Extract from risk factors or segment data- **Pending litigation**: Quantify contingent liabilities from footnotes- **NOL carryforwards**: Extract tax asset values (Section 382 limitation risk in acquisition)- **Lease obligations**: Right-of-use assets and total lease commitments

Frequently asked questions

Olo Sec Scanner