Your spreadsheet already knows what to track. Keep it true.
Start from a workbook where every historical figure is already traced to the filing that reported it — then work it in Excel with Claude, without leaving the sheet.
Nobody models in a blank sheet. Bring the SEC record into the layout you already built: sources wired in, judgment left to you, and a connector that follows Claude wherever you work.
A model-ready sheet that shows its work
Open any company on edgar.tools and export a workbook built from its filed statements — three statements of history, a forecast skeleton, and a sheet that names the source of every figure. Nothing in it was estimated by a model.
Reported history, as filed. Plus a forecast block whose cells are formulas, not figures — they stay blank until you supply the assumption behind them.
Balance-sheet history from the same filings, on the same period columns.
Cash-flow history, so the three statements tie back to one filing set.
Ships empty, on purpose. Every driver the forecast needs, waiting for your number. This is the sheet you are meant to argue with.
One row per populated historical cell — the cell, the value, and the accession number of the filing that reported it, linked to the filing on EDGAR.
A number you may overwrite. A sourced actual, or an assumption waiting for your input.
Derived by a formula. Overwrite it and you break the link the rest of the sheet depends on.
Never invent a figure. The workbook writes only what a filing reported — and if the filing doesn't say, the cell stays empty rather than plausible.
The Sources sheet from an actual model.xlsx for Caterpillar — one row for every figure in the workbook, each naming the accession that reported it and linking to the filing on SEC EDGAR. Five fiscal years of revenue trace back to three separate 10-Ks, which is what a restatement looks like from the inside. Captured 2026-08-30; refreshed when the figures age a fiscal year.
Why the forecast cells guard themselves: Excel reads a blank as zero, so an unguarded model would open showing revenue flat at last year's actual and cost equal to all of revenue — credible figures nobody entered, under our name. The forecast is income-statement only; a linked balance sheet and cash flow need a debt schedule and circular interest, and a formula graph that quietly fails to balance is worse than none. Export from any company page at /companies/<ticker>/model.xlsx. Watchlists export to .xlsx the same way.
Or start from a shaped workbook
Five books for the work that isn't one company at a time. Each ships the plumbing already wired — a Sources tab, a source column, and a Start here tab carrying the conventions and the exact line to ask — and no data. Each book opens on that tab. Put your own names in and ask Claude to fill it.
The quarterly re-key, retired.
Peers down the rows, your metrics across the top. One ask refreshes the input cells from each company's latest filing and names the filing beside it.
Start here · Comps · Sources
Their filed book against your records.
Your share counts beside the manager's reported ones, with the difference and a plain-English status. Both derived columns stay blank until you fill a row — an empty book reports nothing, not a match.
Start here · Reconciliation · Manager · Sources
What changed, in the sheet you already open.
Holdings down column A; columns for material events, insider transactions, and ownership shifts since the as-of date you set.
Start here · Monitor · Sources
Every facility, every amendment, one tab.
Borrowers × facility terms — size, rate, maturity, covenants — kept current from the 8-K item disclosures as amendments are filed.
Start here · Facilities · Sources
A screen that arrives already sourced.
Write the thesis in the Criteria tab; results land in your columns with the filing quote and accession behind each match.
Start here · Criteria · Results · Sources
Why they ship empty. A template with sample numbers in it is a template someone forgets to clear. These carry the shape and the conventions and nothing else — and every derived cell stays blank until its inputs exist, because Excel reads an empty cell as zero and a book that computes on nothing shows confident figures nobody entered.
The Workbook Refresh recipe is the other half: it tells Claude how to fill a sheet — map the shape first, write input cells only, cite each figure, and leave a cell empty rather than substitute a metric the filing doesn't report. It works on these templates and on the book your desk already keeps.
Then keep it current, in the sheet
With the connector added, Claude can reach the filing record from inside Excel — in the workbook above, or the one your team already maintains. Ask in plain English; ask for the citation every time.
“Update this sheet for the latest fiscal year and cite every number.”
Fills the input cells of a peer table from each company's latest annual and quarterly filings, and names the filing behind each figure.
Put a 13F filer's reported holdings beside your own position list and mark the adds, exits, and size changes. Reported holdings are available on every plan, including Free.
“For each name in column A, what has been filed since last Monday?”
Material 8-K events, insider transactions, and ownership shifts, written next to the names they belong to.
Keep a facility table current — size, rate, maturity, covenants — from the 8-K item disclosures as amendments are filed.
“Find companies matching this thesis and fill my screening tab.”
Screening returns members with per-row evidence — the filing quote and accession behind each match — so a screen lands in your columns already sourced.
Ask for citations explicitly and you will get them; the tools return the accession alongside the figure. See the full capability list for what else is reachable from the sheet.
Added once, available everywhere
edgar.tools is a remote MCP server — the connector standard behind Claude's integrations. You add it once in Claude's settings, and the Excel add-in picks it up with no separate setup.
Sign up free at app.edgar.tools — with your work Microsoft or Google account, or an email address.
Add the connector in Claude's settings: the URL below, with the OAuth fields left blank. Sign-in happens in your browser the first time Claude uses it.
Open a workbook and ask. Start from an exported model, or the sheet your team already maintains: “Update this for the latest quarter and cite every number.”
Priced by depth
Company search, filing browsing, one-call company briefs, and reported 13F holdings. Enough to try the workflow on a single name.
Where the comp refresh and the Monday-morning pass run. Financial statements, insider activity, material events, and ownership.
Everything in Professional, plus the workbook exports — model-ready sheets and watchlists to .xlsx — company screening, and the prompt recipes.
Live prices and trial terms are on the pricing page. Refreshing books unattended on a schedule is a different shape of use — that's an automation licence conversation, not a bigger plan.
Yes. edgar.tools is a remote MCP server you add once as a connector in your Claude settings. The Claude in Excel add-in uses the connectors configured on your Claude account, so there is nothing separate to set up inside Excel. On Claude Enterprise an administrator can add it for the whole workspace.
Directly from SEC EDGAR. The exported workbook writes only figures a filing reported, and its Sources sheet carries one row per populated historical cell naming the accession that reported it. Nothing is estimated, interpolated, or filled in by a model. If the filing doesn't state a value, the cell stays empty.
No, and that is deliberate. The Assumptions sheet ships empty and every forecast cell is a formula that stays blank until you fill the driver it depends on. The judgment is yours. The forecast covers the income statement only — the one statement that can be driven honestly from a handful of assumptions.
Yes. The exported workbook exists to show the conventions, but once the connector is added Claude can work in whatever book you already keep — reading your headers and filling your columns from the filing record. Keep a column for the source and your own sheet becomes just as traceable.
Yes — a per-user daily cap, sized for analyst work rather than bulk extraction. Working through a peer set will not hit it; walking every ticker in the market is not what the export is for.
Bring the filing record into your sheet
Sourced history, honest blanks, and a connector that follows Claude into Excel.