The collection
Four research instruments over public USPTO and SEC records, connected to Claude and to anything else that speaks the protocol.
Each one reads a public record and hands it back with the source attached. The labels below say the same four things about each instrument: what it reads, what it answers, what it will not do, and what it costs.
I EDGAR Intelligence
- Reads
- SEC filings for a tracked corpus of issuers, the XBRL facts behind the numbers, Section 16 forms, institutional holdings and stake disclosures.
- Answers
- What an issuer disclosed, what changed between two versions of the same document, who was buying or selling, and who holds it now, each answer scoped to an issuer and linked to the filing it came from.
- Will not
- Price a stock or give investment advice. Take a number out of narrative text when the filing reports it as structured data.
- Terms
- $39/month, or $390/year (2 months free). 7-day free trial.
The USPTO suite: seven servers, three tiers
- USPTO Free, $0/month
- USPTO Research Bundle, $29/month
- USPTO Full Bundle, $89/month
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II.1 USPTO Free
USPTO Patent Search
The front door, case II. Every grant from 1976 and every published application from 2001, searched four ways, and every result names the call on one of the six servers that follow.
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II.2 USPTO Research Bundle
MPEP retrieval
The manual, the examination guidance, the Federal Register notices and the case law, searched by term and by meaning at once, stratified by legal weight, and answerable from a firm's own embedding endpoint.
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II.3 USPTO Research Bundle
MPEP Hypergraph
The dated layer. Prosecution facts with more than two ends, and a register of framework shifts that says which rule was in force on the day the question is about, and what has displaced it since.
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II.4 USPTO Full Bundle
Patent File Wrapper
The prosecution history. Office action text in a single call, the triage that says which actions carry which rejections, continuity as a graph, and patent term adjustment with its arithmetic shown.
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II.5 USPTO Full Bundle
Patent Trial and Appeal Board
Trials, appeals and interferences in one index, party matching that respects sides, and the Board's own papers from petition through final written decision.
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II.6 USPTO Full Bundle
Final Petition Decisions
The Office's petition rulings, searchable by decision type, art unit and date, served verbatim, with an empty result reported as a genuine zero rather than as an error.
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II.7 USPTO Full Bundle
USPTO Citations
Two indexes of the same examiner's citations: the raw lists off Forms 892 and 1449 with the statutory basis, and the enriched index with the claim mapping and the passage the examiner pointed to, joined on the application number.
II USPTO Patent Search
- Reads
- Every US patent grant from 1976 and every published US application from 2001, in place: by field code, by meaning, by exact words, and by the theme a subject falls in.
- Answers
- What the prior art is, what the neighbourhood around a subject claims, what a claim says as issued, and which patent, application and publication numbers are the same document.
- Will not
- Tell you what became of a claim after it issued, or read the examiner's argument. Those are in case IV, and every result names the call.
- Terms
- $0/month, free. 150 calls a calendar month; USPTO Research Bundle and USPTO Full Bundle lift the cap.
III USPTO Research Bundle
- Reads
- The patent search in case II with its monthly cap lifted and the browser search page, the manual with the guidance and case law around it, and the dated register of framework shifts over all of it.
- Answers
- What the manual says, which passage governs and which one merely resembles the question, and which rule was in force on the date that matters.
- Will not
- Open the file wrapper, the Board's docket, the petitions or the examiner's citations. Those are in case IV.
- Terms
- $29/month, or $290/year (2 months free). 7-day free trial.
IV USPTO Full Bundle
- Reads
- Everything in case III, and the live record: the file wrapper, the Board's docket, the Office's petitions and the examiner's citations from both indexes.
- Answers
- What the examiner said and why, what was cited and against which claim, what the Board did, and what was petitioned and how it came out.
- Will not
- Compute an expiration date or tell you which claims survived a trial. Both answers are in documents it hands you instead.
- Terms
- $89/month, or $890/year (2 months free). 7-day free trial.
Enquiry
Which of them is yours
Six questions that come up in real work. Take the one nearest to yours and the board will point at the instrument that answers it.
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I
EDGAR Intelligence
$39/month
The full entry -
II
USPTO Patent Search
$0/month
The full entry -
III
USPTO Research Bundle
$29/month
The full entry -
IV
USPTO Full Bundle
$89/month
The full entry
Terms
What each one costs
- EDGAR Intelligence $39/month or $390/year (2 months free). 7-day free trial.
- USPTO Patent Search $0/month, free No card, no trial to start. Access is by invitation.
- USPTO Research Bundle (Patent Search + MPEP RAG + Hypergraph) $29/month or $290/year (2 months free). 7-day free trial.
- USPTO Full Bundle (Patent Search + PFW + PTAB + FPD + Citations + MPEP RAG + Hypergraph) $89/month or $890/year (2 months free). 7-day free trial. Limited availability: a projected cap of 500 seats, 2 taken.
Subscriptions are managed on the pricing page, where the plan, the interval and the trial are all stated before anything is charged. An added SEC filer outside the tracked corpus is a one-time charge, quoted before it runs.