edgar.tools SEC Intelligence

tools.edgar/sec-intelligence

This connects your AI assistant directly to SEC filings through Edgar Tools' API. You get 23 tools covering company financials, insider transactions, 13F institutional holdings, and mutual fund data, plus 5 pre-built recipes for common queries. Reach for this when you need to pull 10-K statements, track insider buying patterns, analyze institutional investor positions, or compare financial metrics across companies without leaving your chat interface. It works across Claude, ChatGPT, and Cursor through streamable HTTP, so you can ask questions like "show me Apple's latest quarterly revenue" or "what stocks did Berkshire add last quarter" and get structured data back immediately.

tools: 9
transport: HTTP
last updated: May 13, 2026

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Tools

9 tools

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

search_companiesSearch for SEC-registered companies by name, ticker symbol, or CIK number. Use this to resolve a company before calling other tools. Returns basic company info — not filings or financial data.2 params

Search for SEC-registered companies by name, ticker symbol, or CIK number. Use this to resolve a company before calling other tools. Returns basic company info — not filings or financial data.

Parameters* required

limitinteger

default: 5

querystring

get_live_filingsGet recent SEC filings from a real-time feed (48-hour window). Without filters, returns a summary of filing activity with notable highlights. With filters (form type, company), returns individual filings. Best for monitoring what's happening right now.4 params

Get recent SEC filings from a real-time feed (48-hour window). Without filters, returns a summary of filing activity with notable highlights. With filters (form type, company), returns individual filings. Best for monitoring what's happening right now.

Parameters* required

cikvalue

formvalue

hoursinteger

default: 2

limitinteger

default: 25

get_insider_tradesGet insider trading activity (SEC Forms 3, 4, 5) for a company. Shows who's buying, selling, or exercising options — with transaction details and overall sentiment. Use search_companies first to get the CIK.4 params

Get insider trading activity (SEC Forms 3, 4, 5) for a company. Shows who's buying, selling, or exercising options — with transaction details and overall sentiment. Use search_companies first to get the CIK.

Parameters* required

cikinteger

daysinteger

default: 90

limitinteger

default: 20

transaction_typestring

default: all

get_material_eventsGet material events (8-K filings) for a company, with structured item classification. Shows M&A activity, leadership changes, earnings releases, bankruptcy, and other significant corporate events. Use search_companies first to get the CIK.4 params

Get material events (8-K filings) for a company, with structured item classification. Shows M&A activity, leadership changes, earnings releases, bankruptcy, and other significant corporate events. Use search_companies first to get the CIK.

Parameters* required

cikinteger

daysinteger

default: 90

itemvalue

limitinteger

default: 20

get_financial_ratiosGet financial ratios for a company from its latest annual filing (10-K). Returns 12 ratios across profitability, returns, liquidity, and leverage. Use search_companies first to get the CIK.1 params

Get financial ratios for a company from its latest annual filing (10-K). Returns 12 ratios across profitability, returns, liquidity, and leverage. Use search_companies first to get the CIK.

Parameters* required

cikinteger

get_ttm_financialsGet trailing twelve months (TTM) financial statements for a company. Returns line-item detail for income statement, balance sheet, and/or cash flow. TTM aggregates the most recent four quarters, giving an up-to-date annual view. Use search_companies first to get the CIK. Args:...2 params

Get trailing twelve months (TTM) financial statements for a company. Returns line-item detail for income statement, balance sheet, and/or cash flow. TTM aggregates the most recent four quarters, giving an up-to-date annual view. Use search_companies first to get the CIK. Args:...

Parameters* required

cikinteger

statementvalue

search_disclosuresSearch narrative text disclosures (XBRL TextBlock) across a company's filings. Finds revenue recognition policies, risk factors, segment details, and other narrative content in 10-K and 10-Q filings. Returns matching snippets with filing context. Automatically expands acronyms...7 params

Search narrative text disclosures (XBRL TextBlock) across a company's filings. Finds revenue recognition policies, risk factors, segment details, and other narrative content in 10-K and 10-Q filings. Returns matching snippets with filing context. Automatically expands acronyms...

Parameters* required

cikinteger

diff_onlyboolean

default: false

formvalue

max_resultsinteger

default: 10

min_noveltyvalue

querystring

yearvalue

search_advisersSearch SEC-registered investment advisers by firm name or CRD number. Returns basic adviser info including AUM, location, and disciplinary flags. Use this to find an adviser before calling get_adviser_profile.3 params

Search SEC-registered investment advisers by firm name or CRD number. Returns basic adviser info including AUM, location, and disciplinary flags. Use this to find an adviser before calling get_adviser_profile.

Parameters* required

limitinteger

default: 10

querystring

statevalue

get_adviser_profileGet detailed profile for an investment adviser by CRD number. Includes firm info, AUM, client types, compensation, and compliance flags. Professional tier adds full executive list, private funds, and disciplinary details. Use search_advisers first to find the CRD number.1 params

Get detailed profile for an investment adviser by CRD number. Includes firm info, AUM, client types, compensation, and compliance flags. Professional tier adds full executive list, private funds, and disciplinary details. Use search_advisers first to find the CRD number.

Parameters* required

crd_numberstring

Details

Website: app.edgar.tools/ai-plugin
Transport: HTTP
Registry: MCP registry, active