Web Search Advanced - Financial Report Category

Tool Restriction (Critical)

ONLY use web_search_advanced_exa with category: "financial report" . Do NOT use other categories or tools.

Filter Restrictions (Critical)

The financial report category has one known restriction:

• excludeText
• NOT SUPPORTED (causes 400 error)

Supported Parameters

Core

• query (required)

• numResults

• type ("auto", "fast", "deep", "neural")

Domain filtering

• includeDomains (e.g., ["sec.gov", "investor.apple.com"])

• excludeDomains

Date filtering (ISO 8601) - Very useful for financial reports!

• startPublishedDate / endPublishedDate

• startCrawlDate / endCrawlDate

Text filtering

• includeText (must contain ALL) - single-item arrays only; multi-item causes 400

• excludeText

• NOT SUPPORTED

Content extraction

• textMaxCharacters / contextMaxCharacters

• enableSummary / summaryQuery

• enableHighlights / highlightsNumSentences / highlightsPerUrl / highlightsQuery

Additional

• additionalQueries

• livecrawl / livecrawlTimeout

• subpages / subpageTarget

Token Isolation (Critical)

Never run Exa searches in main context. Always spawn Task agents:

• Agent calls web_search_advanced_exa with category: "financial report"

• Agent merges + deduplicates results before presenting

• Agent returns distilled output (brief markdown or compact JSON)

• Main context stays clean regardless of search volume

When to Use

Use this category when you need:

• SEC filings (10-K, 10-Q, 8-K, S-1)

• Quarterly earnings reports

• Annual reports

• Investor presentations

• Financial statements

Examples

SEC filings for a company:

web_search_advanced_exa { "query": "Anthropic SEC filing S-1", "category": "financial report", "numResults": 10, "type": "auto" }

Recent earnings reports:

web_search_advanced_exa { "query": "Q4 2025 earnings report technology", "category": "financial report", "startPublishedDate": "2025-10-01", "numResults": 20, "type": "auto" }

Specific filing type:

web_search_advanced_exa { "query": "10-K annual report AI companies", "category": "financial report", "includeDomains": ["sec.gov"], "startPublishedDate": "2025-01-01", "numResults": 15, "type": "deep" }

Risk factors analysis:

web_search_advanced_exa { "query": "risk factors cybersecurity", "category": "financial report", "includeText": ["cybersecurity"], "numResults": 10, "enableHighlights": true, "highlightsQuery": "What are the main cybersecurity risks?" }

Output Format

Return:

• Results (company name, filing type, date, key figures/highlights)

• Sources (Filing URLs)

• Notes (reporting period, any restatements, auditor notes)