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BlogSEC Stock Signals + Lindy

SEC Stock Signals + Lindy: a daily check of new filings for the companies you name, sent as a short summary

SEC Stock Signals reads real 8-K and Form 4 filings on SEC EDGAR and links each one. Lindy can run a daily agent that asks the app about the companies you name and sends you a short summary, so you do not have to remember to look.

AgentStructure.AI5 min read

Works with

  • Muse.ai
  • Instinct
  • Grok
  • Claude
  • ChatGPT
  • Any MCP-capable assistant
Set a daily Lindy agent to check SEC Stock Signals for new filings on the companies you name and send you a short summary.
Example alert. Names and numbers are illustrative.

Key takeaways

The short version.

  • SEC Stock Signals returns real 8-K and Form 4 filings from SEC EDGAR, each with a link to the original.
  • Lindy's documentation describes custom MCP servers added by a public HTTPS address, and routines that run daily, weekly or monthly, with a dry run to preview what would happen.
  • Lindy runs the check and writes the summary. The app supplies the filings and links. You read the originals and make your own decisions.
  • Nothing here is a listing or built-in integration with Lindy, and this setup has not been tested end to end. You add the address yourself.
  • Neither tool gives investment advice. The app's automatic watchlist alerts are not open yet, so a scheduled agent is a way to ask each day.

Who it is for

Who is this pairing for?

  • It is for people who follow a few public companies and want a short daily note instead of opening EDGAR: long-term holders, students of…

  • SEC Stock Signals works from real filings on SEC EDGAR, mainly 8-Ks (the form companies use to report significant events) and Form 4s…

  • The app finds and reports the filings.

It is for people who follow a few public companies and want a short daily note instead of opening EDGAR: long-term holders, students of the market, and small business owners who watch suppliers or competitors.

SEC Stock Signals works from real filings on SEC EDGAR, mainly 8-Ks (the form companies use to report significant events) and Form 4s (reports of purchases and sales by insiders). Lindy builds AI agents that run work automations on a schedule.

The app finds and reports the filings. A scheduled Lindy agent asks on your behalf and keeps the summary short.

Use cases

4 ways people use SEC Stock Signals + Lindy.

  1. Daily agent

    1. A daily check on the companies you name

    Lindy's routines page describes scheduled runs that are daily, weekly or monthly, and says a new routine defaults to 9:00 AM daily. Give the agent a plain instruction: for each company on this list, ask SEC Stock Signals what it has filed since yesterday, and tell me only if there is something.

    The free tools return real 8-K and Form 4 filings since a date you choose, and live filing counts for tickers you name.

  2. Short summary

    2. A short summary with the links

    The useful output is two or three sentences per company: the form, what it reports in plain words and the EDGAR link. Ask the agent to use only what the result says and to stay quiet when nothing new was filed.

    Where the summary goes depends on your setup. Lindy's routines page names Lindy chat, text message and Slack as delivery channels, and does not list email. Whether a scheduled agent can email you was not confirmed here, so use a listed channel if email does not work.

  3. Routine or notable

    3. Put the notable filings first

    Many 8-Ks are routine. The Premium tools rank recent 8-Ks by attention and flag changes of chief executive or chief financial officer, and ticker and watchlist lookups are Premium too. Ask the agent to list the flagged ones first.

    Ranking by attention is not a verdict on whether the news is good or bad. It points you to what to read first.

  4. Ask anytime

    4. Ask a one-off question from the same agent

    Because Lindy can use the tools of a connected MCP server, you can also ask it before a meeting what a company has filed lately. The site lists what is free and what is Premium, so check it for the current status.

    Ask the agent to say plainly that a historical average from the event studies is not a prediction.

On your phone

What the alerts look like.

Illustrative

Figure 1

An example daily summary. The company and filing are made up.

Example alerts. Every name, number and event shown is illustrative.

How to

How do I set up the daily check with Lindy?

  1. Step 1

    Copy the app's remote MCP address from [secstocksignals.com](https://secstocksignals.com): https://secstocksignals.com/mcp. The site says no API key or sign-up form is needed.

  2. Step 2

    In Lindy, open Integrations, choose + Add, then MCP. Enter the server URL and a display name. No credential is needed here, since the site says no key is required.

  3. Step 3

    Under Guardrails choose Ask for approval or Always allow, and turn off any tool you do not need.

  4. Step 4

    Create a routine with your schedule and the instruction to check your companies and report only new filings. Run a dry run first, then pick a delivery channel.

Lindy describes custom MCP servers in its documentation, which says the server must be a public HTTPS endpoint and does not say which plans include it. Menus can change, so follow that page. No scheduled email? Send the summary to Lindy chat, text or Slack, or open the app yourself. SEC Stock Signals is not listed by Lindy or built into it.

FAQ

Frequently asked questions.

Is SEC Stock Signals an official Lindy integration?

No. There is no partnership or built-in integration. Lindy lets you add a custom MCP server by its address, and you add the app's address yourself. The app is an AgentStructure.AI app.

Can Lindy email me the summary?

That was not confirmed. Lindy's routines page lists chat, text and Slack as delivery channels, not email. A listed channel works as a fallback today.

Does the app send its own alerts?

Not yet. The site says automatic watchlist alerts are being tested and are not open for sign-up, and text alerts are coming soon. Today a scheduled agent asks the app what is new.

What does it cost?

The apps are free during the beta. Lindy has its own plans and credits, so check its pricing page. A scheduled run uses Lindy when it works.

Does it tell me to buy or sell?

No. It reports filings and past results and never says buy, sell or hold. Check the agent's summary against the linked filings, and tell it to use only what the result says.