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Sec Edgar Mcp

stefanoamorelli/sec-edgar-mcp

The SEC Edgar MCP server provides AI assistants with access to U.S. Securities and Exchange Commission EDGAR filings through tools for company lookup, financial statement retrieval, and insider trading data. It offers capabilities organized into four categories: company information and CIK lookup, filing retrieval (10-K, 10-Q, 8-K), XBRL-parsed financial statements (balance sheets, income statements, cash flow), and Form 3/4/5 insider trading transactions, with all responses including SEC filing URLs for verification. The server solves the problem of integrating accurate, sourced financial and regulatory data into AI workflows by providing precise numeric data directly from official SEC sources.

GitHub stars
313
tools
6
auth
Required
transport
STDIO
env var
1
last updated
Sep 9, 2025
View on GitHub

Tools

6 tools

Public tool metadata for what this MCP can expose to an agent.

search_companySearch SEC EDGAR for a company by name or ticker. Returns CIK number, official name, ticker, exchange, and SIC code.1 params

Search SEC EDGAR for a company by name or ticker. Returns CIK number, official name, ticker, exchange, and SIC code.

Parameters* required
querystring
Company name or ticker symbol, e.g. 'Apple' or 'AAPL'
get_financialsGet structured financial data from the latest 10-K/10-Q filing. Includes revenue, net income, total assets, EPS, and more from XBRL data.1 params

Get structured financial data from the latest 10-K/10-Q filing. Includes revenue, net income, total assets, EPS, and more from XBRL data.

Parameters* required
cikstring
SEC CIK number (e.g. '0000320193' for Apple). Use search_company to find it.
get_filingsGet recent SEC filings for a company. Includes 10-K, 10-Q, 8-K, and other form types with filing dates and document links.3 params

Get recent SEC filings for a company. Includes 10-K, 10-Q, 8-K, and other form types with filing dates and document links.

Parameters* required
cikstring
SEC CIK number
form_typestring
Filter by form type: '10-K', '10-Q', '8-K', '4', 'DEF 14A', etc. Empty for all types.
limitnumber
Number of filings to return (default: 10, max: 40)default: 10
get_insider_tradesGet insider trading activity (Form 4 filings) for a company. Shows who bought/sold, dates, amounts, and prices.2 params

Get insider trading activity (Form 4 filings) for a company. Shows who bought/sold, dates, amounts, and prices.

Parameters* required
cikstring
SEC CIK number of the company
limitnumber
Number of Form 4 filings (default: 10)default: 10
search_filingsFull-text search across all SEC EDGAR filings. Search for specific terms, risk factors, revenue mentions, etc.5 params

Full-text search across all SEC EDGAR filings. Search for specific terms, risk factors, revenue mentions, etc.

Parameters* required
date_fromstring
Start date YYYY-MM-DD
date_tostring
End date YYYY-MM-DD
form_typestring
Filter by form type: '10-K', '10-Q', '8-K', etc.
limitnumber
Number of results (default: 10)default: 10
querystring
Search query, e.g. 'artificial intelligence revenue growth'
get_financial_historyGet the historical time series for a specific financial concept (e.g., Revenue, NetIncomeLoss) for a company. Shows all reported values across all filings.3 params

Get the historical time series for a specific financial concept (e.g., Revenue, NetIncomeLoss) for a company. Shows all reported values across all filings.

Parameters* required
cikstring
SEC CIK number
conceptstring
US-GAAP concept name: 'Revenues', 'NetIncomeLoss', 'Assets', 'EarningsPerShareBasic', 'OperatingIncomeLoss', 'ResearchAndDevelopmentExpense', etc.
unitstring
Unit: 'USD', 'USD/shares', 'shares', 'pure'default: USD

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Configuration

SEC_EDGAR_USER_AGENT*

The user agent to access the SEC EDGAR API

Readme

SEC EDGAR MCP

PyPI Python: 3.11+ License: AGPL-3.0 DOI Evals

MCP server for accessing SEC EDGAR filings. Connects AI assistants to company filings, financial statements, and insider trading data with exact numeric precision.

Built on sec-edgar-toolkit.

https://github.com/user-attachments/assets/d310eb42-b3ca-467d-92f7-7d132e6274fe

See demo video

View the full README on GitHub

Details

Repository
github.com/stefanoamorelli/sec-edgar-mcp
Package
sec-edgar-mcp
Transport
STDIO
Auth
Required
Registry
MCP registry, active

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