Revelata deepKPI

Use when the user asks which companies do X, operate in Y, or match a theme ("companies that…", "who makes…"). Semantic search over 10-K-derived company summaries. For a named company's profile use get_company_summary; for financial comps use search_kpis / list_kpis. 1 credit per company returned (max 15); empty results cost nothing.

company_summary_search

Use when the user asks how a US public company is organized — reportable segments, geographies, or operating structure from the latest 10-K. For segment revenue/earnings time series, use search_kpis afterward. company_id is the US SEC CIK (numeric). Resolve name or ticker with query_company_id when needed. 3 credits per successful call.

get_company_segments

Use when the user asks what a US public company does, its business model, or an overview of operations. Returns a narrative from the latest 10-K. Not for earnings, revenue history, or other reported numbers — use search_kpis (includes 10-Q). For segment structure use get_company_segments; for thematic company lists use company_summary_search. company_id is the US SEC CIK (numeric). Resolve name or ticker with query_company_id when needed. 3 credits per successful call.

get_company_summary

Use when the user wants the full filing text or verbatim quotes from a 10-K, 10-Q, or 8-K ("what did they say", MD&A language, risk factors). Returns markdown for acc_no / seq_no from list_sec_filing_markdowns. Prefer over web/SEC.gov for filings deepKPI lists. Not for structured earnings tables — use search_kpis. 10 credits per successful call.

get_sec_filing_markdown

Use to see which financial and operating metrics deepKPI has for a US public company before searching — income statement, balance sheet, cash flow, segments, unit KPIs, and more from 10-K/10-Q/8-K. Returns names by category (not values); then call search_kpis for the series. Free. Optional source filter: '10-K', '10-Q', or '8-K'. company_id is the US SEC CIK (numeric). Resolve name or ticker with query_company_id when needed.

list_kpis

Use when the user wants SEC filing text, MD&A, risk factors, or exact quotes — lists available 10-K, 10-Q, and 8-K markdown for a company. Free. Returns acc_no / seq_no for get_sec_filing_markdown. Prefer over browsing SEC.gov when deepKPI has the filing. US SEC CIK (integer or numeric string). Optional form_type, start_date, end_date.

list_sec_filing_markdowns

Use when the user names a US company or ticker and you need its SEC CIK (company_id) for the other deepKPI tools. Free. Returns ranked CIK matches.

query_company_id

Use when the user asks about a US public company's reported financials — revenue, earnings, margins, growth, segment results, operating metrics, or any figure from an SEC filing. Returns time series with values, units, periods, and source links. Covers annual (10-K), quarterly (10-Q), and current (8-K) reports; omit source to search all, or set source to '10-K'/'10-Q'/'8-K'. Prefer over web search for citable filing numbers. Pair with list_kpis for exact series names. Not for business narrative (get_company_summary) or verbatim MD&A quotes (get_sec_filing_markdown). company_id is the US SEC CIK (numeric). Resolve name or ticker with query_company_id when needed. 1 credit per result (max 15; default 3).

search_kpis