{"product_id":"n8n-workflow-summarize-10-k-risk-changes-via-sec-edgar-mcp","title":"n8n Workflow: Summarize 10-K Risk Changes via SEC EDGAR MCP","description":"\u003ch3\u003eGet weekly, automatic summaries of 10-K Item 1A risk factor changes—pulled straight from SEC EDGAR\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow automatically compares the latest two \u003cstrong\u003e10-K\u003c\/strong\u003e filings for each ticker, extracts \u003cstrong\u003eItem 1A (Risk Factors)\u003c\/strong\u003e, and generates a concise, themed summary of what changed using a \u003cstrong\u003eSEC EDGAR MCP server\u003c\/strong\u003e and OpenAI—then publishes a weekly report to \u003cstrong\u003eGoogle Docs\u003c\/strong\u003e.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRuns every Monday morning\u003c\/strong\u003e (or manually) and uses workflow settings to load: the \u003cstrong\u003eMCP server URL\u003c\/strong\u003e, ticker list, \u003cstrong\u003eSEC User-Agent\u003c\/strong\u003e string, and reporting limits.\u003c\/li\u003e\n  \u003cli\u003eVerifies the SEC EDGAR MCP server exposes the required tools, then reads the existing \u003cstrong\u003erisk_factor_watch\u003c\/strong\u003e \u003cem\u003eData Table\u003c\/em\u003e to avoid re-reporting the same \u003cstrong\u003eaccession number\u003c\/strong\u003e per ticker.\u003c\/li\u003e\n  \u003cli\u003eFor each ticker, requests the \u003cstrong\u003ethree most recent 10-K filings\u003c\/strong\u003e, selects the newest and prior filings, and skips tickers with no new filing since the last run.\u003c\/li\u003e\n  \u003cli\u003eFetches both filings’ \u003cstrong\u003eHTML\u003c\/strong\u003e from SEC EDGAR and extracts \u003cstrong\u003eItem 1A Risk Factors\u003c\/strong\u003e into cleaned, comparable paragraph lists.\u003c\/li\u003e\n  \u003cli\u003eCompares this year vs. last year using \u003cstrong\u003etoken-overlap matching\u003c\/strong\u003e to identify additions, removals, and material rewrites, and keeps only changed excerpts up to the configured cap.\u003c\/li\u003e\n  \u003cli\u003eUpdates the \u003cstrong\u003erisk_factor_watch\u003c\/strong\u003e Data Table with counts for tickers with changes, sends the changed paragraphs to \u003cstrong\u003eOpenAI\u003c\/strong\u003e, and generates a short explanation.\u003c\/li\u003e\n  \u003cli\u003eCreates a new \u003cstrong\u003eGoogle Doc\u003c\/strong\u003e and appends a combined weekly report with links to the filings for all tickers with meaningful changes.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eTrack how \u003cstrong\u003erisk factor disclosures\u003c\/strong\u003e evolve across your watchlist without manual EDGAR review.\u003c\/li\u003e\n  \u003cli\u003eHelp analysts and SaaS operators monitor regulatory\/operational risk themes week-over-week.\u003c\/li\u003e\n  \u003cli\u003eGenerate an internal compliance briefing with direct links to the source filings.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003en8n nodes used: \u003cstrong\u003eif, set, code, no op, filter, data table\u003c\/strong\u003e\n\u003c\/li\u003e\n  \u003cli\u003eIntegrations: \u003cstrong\u003eSEC EDGAR MCP server\u003c\/strong\u003e, \u003cstrong\u003eOpenAI\u003c\/strong\u003e, and \u003cstrong\u003eGoogle Docs\u003c\/strong\u003e\n\u003c\/li\u003e\n  \u003cli\u003eDeduplication: \u003cstrong\u003erisk_factor_watch\u003c\/strong\u003e Data Table keyed by ticker accession number\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45985512063155,"sku":"N8N-19401","price":15.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/4oADcoPwJCWOTSAH9Zz-k_z4fBbh0o.png?v=1788945064","url":"https:\/\/buyflowscripts.com\/products\/n8n-workflow-summarize-10-k-risk-changes-via-sec-edgar-mcp","provider":"N8N Commerce","version":"1.0","type":"link"}