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cyanheads avatar

Secedgar Mcp Server

cyanheads/secedgar-mcp-server
510 toolsauthSTDIO, HTTPregistry active
Summary

A production-grade interface to the SEC's EDGAR archive with serious depth. You get full-text search across 30 years of filings, XBRL financials with friendly concept names that handle historical tag changes, parsed insider transactions from Forms 3/4/5, and institutional holdings from 13F-HR filings. The frames tool pulls cross-company datasets for a single metric across all filers. Results beyond inline limits land in DuckDB-backed dataframes you can query with SQL. Runs locally via stdio or connects to a public HTTP endpoint. Reach for this when you need structured financial data or filing content without writing your own EDGAR parser or wrestling with raw XBRL taxonomies.

Install to Claude Code

verified
claude mcp add --transport http secedgar https://secedgar.caseyjhand.com/mcp

Run in your terminal. Add --scope user to make it available in every project.

Review the command, arguments, and environment values before installing — MCP servers run with your local permissions.

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Tools

Verified live against the running server on Jun 10, 2026.

verified live10 tools
secedgar_company_searchFind companies and retrieve entity info with optional recent filings. Entry point for most EDGAR workflows — resolves tickers, names, or CIKs to entity details, with accession numbers in the result feeding secedgar_get_filing for document content.4 params

Find companies and retrieve entity info with optional recent filings. Entry point for most EDGAR workflows — resolves tickers, names, or CIKs to entity details, with accession numbers in the result feeding secedgar_get_filing for document content.

Parameters* required
filing_limitinteger
Maximum number of filings to return.default: 10
form_typesarray
Filter filings to specific form types (e.g., ["10-K", "10-Q", "8-K"]). Without this, returns all form types.
include_filingsboolean
Include recent filings in the response. Set to false for entity-info-only lookups.default: true
query*string
Company ticker symbol (e.g., "AAPL", "VOO"), name (e.g., "Apple"), or CIK number (e.g., "320193"). Ticker is the fastest lookup and works for equities, ETFs, and mutual funds. Name search matches c...
secedgar_search_filingsSearch the full-text index of EDGAR filings since 1993. Supports exact phrases, boolean operators, wildcards, and entity targeting (ticker:AAPL or cik:320193 in query).7 params

Search the full-text index of EDGAR filings since 1993. Supports exact phrases, boolean operators, wildcards, and entity targeting (ticker:AAPL or cik:320193 in query).

Parameters* required
end_datevalue
End of date range (YYYY-MM-DD). Both start_date and end_date must be provided for date filtering.
formsarray
Filter to specific form types (e.g., ["10-K", "10-Q", "8-K"]). Without this, searches all form types. Note: "10-K" also matches amendments filed as 10-K/A. Ownership forms (3, 4, 5) are indexed by...
limitinteger
Results per page. Max 100.default: 20
offsetinteger
Pagination offset. Increment by limit for the next page. EDGAR caps total accessible results at 10,000 — offsets past this return nothing. Under date sort, pagination is bounded to the first 100 hits.default: 0
query*string
Full-text search query. Supports: exact phrases ("material weakness"), boolean operators (revenue OR income), exclusion (-preliminary), wildcard suffix (account*), entity targeting (ticker:AAPL or...
sortstring
Result ordering. "filing_date_desc" (default) returns most recent first. "filing_date_asc" returns oldest first. "relevance" returns SEC's native search-score order, which weights term match streng...one of filing_date_desc · filing_date_asc · relevancedefault: filing_date_desc
start_datevalue
Start of date range (YYYY-MM-DD). Both start_date and end_date must be provided for date filtering.
secedgar_get_filingFetch a specific filing's metadata and document content by accession number. Returns the primary document as readable text, with option to fetch specific exhibits.5 params

Fetch a specific filing's metadata and document content by accession number. Returns the primary document as readable text, with option to fetch specific exhibits.

Parameters* required
accession_number*string
Filing accession number in either format: "0000320193-23-000106" (dashes) or "000032019323000106" (no dashes). Obtained from secedgar_company_search or secedgar_search_filings results.
cikstring
Company CIK (resolve via secedgar_company_search if you have a ticker or name). Optional but recommended — speeds up archive lookup. If omitted, likely filing CIKs are inferred from SEC search meta...
content_limitinteger
Maximum characters of document text to return. 10-K filings can exceed 500,000 characters. Default 50,000 captures ~12,000 words (typically business overview, risk factors, and MD&A). Increase to 2...default: 50000
documentstring
Specific document filename within the filing (e.g., "ex-21.htm" for subsidiaries list). Default: the primary document. Available documents listed in the response metadata.
include_xbrlboolean
Include XBRL viewer artifacts and machine-readable taxonomy files (R*.htm fragments, *_cal/_def/_lab/_pre.xml linkbases, *_htm.xml inline instance, *.xsd schemas, MetaLinks.json, FilingSummary.xml,...default: false
secedgar_get_financialsGet historical XBRL financial data for a company. Accepts friendly concept names (e.g., "revenue", "net_income", "assets") or raw XBRL tags. Discover available friendly names with secedgar_search_concepts. Handles historical tag changes and deduplicates data automatically.5 params

Get historical XBRL financial data for a company. Accepts friendly concept names (e.g., "revenue", "net_income", "assets") or raw XBRL tags. Discover available friendly names with secedgar_search_concepts. Handles historical tag changes and deduplicates data automatically.

Parameters* required
company*string
Ticker symbol (e.g., "AAPL") or CIK number. Ticker is preferred.
concept*string
Financial concept — friendly name (e.g., "revenue", "net_income", "assets", "eps_diluted") or raw XBRL tag (e.g., "AccountsPayableCurrent"). Friendly names auto-resolve to the correct XBRL tags and...
limitinteger
Cap the inline data[] to the most-recent N periods (the series is newest-first). The full series is always registered to the dataframe, so older periods stay queryable via secedgar_dataframe_query....
period_typestring
Filter to annual (FY) or quarterly (Q1-Q4) data. "all" returns both. When omitted, defaults to "annual"; instant (balance-sheet) concepts automatically fall back to returning the full series on the...one of annual · quarterly · all
taxonomystring
XBRL taxonomy. us-gaap for US companies, ifrs-full for foreign filers, dei for entity info (shares outstanding).one of us-gaap · ifrs-full · deidefault: us-gaap
secedgar_get_insider_transactionsFetch Form 4 insider transactions (purchases, sales, grants, exercises) for a company by parsing SEC EDGAR ownership XML. Returns the reporting person, their relationship to the issuer, transaction date, type, shares traded (absolute magnitude), direction (acquire/dispose), pr...3 params

Fetch Form 4 insider transactions (purchases, sales, grants, exercises) for a company by parsing SEC EDGAR ownership XML. Returns the reporting person, their relationship to the issuer, transaction date, type, shares traded (absolute magnitude), direction (acquire/dispose), pr...

Parameters* required
limitinteger
Maximum number of transactions to return across all Form 4 filings fetched. Filings are scanned newest-first. Default 20.default: 20
ticker_or_cik*string
Company ticker symbol (e.g., "AAPL") or 10-digit CIK number (e.g., "0000320193"). The issuer, not the reporting person.
transaction_typestring
Filter by direction. "purchase" = open-market buys (code P). "sale" = open-market sells (code S). "all" includes grants, awards, exercises, gifts, and other coded transaction types as well.one of purchase · sale · alldefault: all
secedgar_get_institutional_holdingsFetch 13F-HR quarterly institutional holdings by parsing the SEC EDGAR information table XML. Use ticker_or_cik to look up an institution (e.g., "Vanguard Group" or its CIK) and see what it holds — or pass a company ticker/CIK to find which institutions filed 13Fs covering tha...4 params

Fetch 13F-HR quarterly institutional holdings by parsing the SEC EDGAR information table XML. Use ticker_or_cik to look up an institution (e.g., "Vanguard Group" or its CIK) and see what it holds — or pass a company ticker/CIK to find which institutions filed 13Fs covering tha...

Parameters* required
consolidateboolean
When true (default), info-table sub-lines for the same security (CUSIP + class + put/call) are summed into one position and results are sorted by market value descending, so `limit` returns the lar...default: true
limitinteger
Maximum number of holdings rows to return. 13F filings from large institutions can contain thousands of positions. Default 20.default: 20
quarterstring
Reporting quarter to target, in "YYYY-QN" format (e.g., "2025-Q4"). When omitted, returns the most recent 13F-HR available. Quarters map to the filing window: Q4 2025 = filings submitted roughly Ja...
ticker_or_cik*string
Ticker symbol or CIK of the institutional filer (e.g., "0000102909" for Vanguard) or a company name. For institution lookups, CIK or the full legal name resolves most reliably — tickers are typical...
secedgar_fetch_framesFetch SEC XBRL frames for one concept × one period across all reporting companies. Inline response returns the top N ranked companies; the full frames response (all reporters) is materialized as df_<id> when a canvas is available, queryable via secedgar_dataframe_query. Accept...5 params

Fetch SEC XBRL frames for one concept × one period across all reporting companies. Inline response returns the top N ranked companies; the full frames response (all reporters) is materialized as df_<id> when a canvas is available, queryable via secedgar_dataframe_query. Accept...

Parameters* required
concept*string
Financial concept — same friendly names as secedgar_get_financials (e.g., "revenue", "assets", "eps_basic") or raw XBRL tag.
limitinteger
Number of companies to return.default: 25
period*string
Calendar period. Use duration periods (no I suffix) for income/cash-flow items: "CY2023" (full year), "CY2024Q2" (single quarter). Use instant periods (I suffix) for balance-sheet items: "CY2023Q4I...
sortstring
Sort direction. "desc" for highest values first (typical for revenue, assets). "asc" for lowest values.one of desc · ascdefault: desc
unitstring
Unit of measure. Use "USD-per-shares" (or equivalently "USD/shares") for EPS, "shares" for share counts, "pure" for ratios. Ignored when concept resolves to a friendly name with a known unit.one of USD · USD-per-shares · USD/shares · shares · puredefault: USD
secedgar_search_conceptsSearch supported XBRL financial concepts by keyword, statement group, or taxonomy. Use before secedgar_get_financials or secedgar_fetch_frames to discover the right friendly name, or pass a raw XBRL tag (e.g., "NetIncomeLoss") to reverse-lookup which friendly names map to it....3 params

Search supported XBRL financial concepts by keyword, statement group, or taxonomy. Use before secedgar_get_financials or secedgar_fetch_frames to discover the right friendly name, or pass a raw XBRL tag (e.g., "NetIncomeLoss") to reverse-lookup which friendly names map to it....

Parameters* required
groupstring
Filter to a single financial statement group. income_statement covers P&L items; balance_sheet covers position items (use instant periods in secedgar_fetch_frames); cash_flow covers CF statement it...one of income_statement · balance_sheet · cash_flow · per_share · entity_info
searchstring
Case-insensitive substring matched against friendly name, label, and XBRL tags. Examples: "cash" finds cash and operating_cash_flow; "earnings" finds eps_basic and eps_diluted; "NetIncomeLoss" reve...
taxonomystring
Filter to a single XBRL taxonomy. us-gaap for US filers, ifrs-full for foreign filers, dei for entity info.one of us-gaap · ifrs-full · dei
secedgar_dataframe_describeList dataframes (df_XXXXX_XXXXX) materialized by secedgar_fetch_frames, secedgar_search_filings, secedgar_get_financials, secedgar_get_insider_transactions, and secedgar_get_institutional_holdings. Each entry surfaces source tool, query parameters, creation/expiry timestamps,...1 params

List dataframes (df_XXXXX_XXXXX) materialized by secedgar_fetch_frames, secedgar_search_filings, secedgar_get_financials, secedgar_get_insider_transactions, and secedgar_get_institutional_holdings. Each entry surfaces source tool, query parameters, creation/expiry timestamps,...

Parameters* required
namestring
Optional table name (df_XXXXX_XXXXX) to describe a single dataframe. Omit to list all dataframes.
secedgar_dataframe_queryRun a single-statement SELECT against the canvas dataframes registered by secedgar_fetch_frames, secedgar_search_filings, and secedgar_get_financials. Read-only: writes, DDL, DROP, COPY, PRAGMA, ATTACH, and external-file table functions are rejected. System catalogs (informati...4 params

Run a single-statement SELECT against the canvas dataframes registered by secedgar_fetch_frames, secedgar_search_filings, and secedgar_get_financials. Read-only: writes, DDL, DROP, COPY, PRAGMA, ATTACH, and external-file table functions are rejected. System catalogs (informati...

Parameters* required
previewinteger
Rows to include in the immediate response. Defaults to the row limit. Set lower (e.g., 50) when chaining via register_as and only a sample is needed inline.
register_asstring
When set, persist the result as a new dataframe under this name (must match df_XXXXX_XXXXX shape, or pass a fresh df_<id> generated by the agent). Fresh TTL window — not inherited from the parents...
row_limitinteger
Hard cap on rows materialized in the response. Default 1000, max 10000. The full result lives on-canvas under register_as when provided — do not raise this to keep large results.default: 1000
sql*string
Single-statement SELECT against df_<id> tables on the shared canvas. Standard DuckDB SQL — joins, aggregates, window functions, CTEs all supported. Reference dataframes by the names returned in fet...

@cyanheads/secedgar-mcp-server

Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.

16 Tools (+1 opt-in) • 2 Resources • 1 Prompt

npm License Docker MCP SDK TypeScript Bun

Install in Claude Desktop Install in Cursor Install in VS Code

Framework

Public Hosted Server: https://secedgar.caseyjhand.com/mcp


Tools

Fourteen tools for querying SEC EDGAR data, plus three for SQL analytics over the DuckDB-backed canvas dataframes those tools materialize:

ToolDescription
secedgar_company_searchFind companies and retrieve entity info with optional recent filings
secedgar_search_filingsSearch EDGAR filings since 1993 — full-text (2001+) plus archive-backed browse for pre-2001 ranges
secedgar_get_filingFetch a specific filing's metadata and document content
secedgar_get_financialsGet historical XBRL financial data for a company
secedgar_get_snapshotOne-call financial profile — the latest value of every supported concept, grouped by statement
secedgar_get_material_events8-K filings with item codes decoded and filterable — earnings, officer changes, non-reliance
secedgar_get_insider_transactionsForm 4 / 4-A insider transactions (buys, sells, grants, exercises) parsed from ownership XML
secedgar_get_institutional_holdings13F-HR quarterly institutional holdings parsed from the information table
secedgar_find_holdersReverse 13F lookup — which institutional managers reported holding an issuer
secedgar_get_beneficial_owners5%+ blockholders of an issuer, parsed from structured SCHEDULE 13D / 13G filings
secedgar_get_fund_holdingsETF and mutual fund portfolio holdings from the quarterly NPORT-P report
secedgar_fetch_framesFetch SEC XBRL frames for one concept × one period across all reporting companies
secedgar_compare_companiesCompare named companies across several concepts, aligned on calendar periods
secedgar_search_conceptsDiscover supported XBRL concept names or reverse-lookup a raw tag
secedgar_dataframe_describeList canvas dataframes with provenance, TTL, and schema
secedgar_dataframe_queryRun a single-statement SELECT across dataframes
secedgar_dataframe_dropDrop a canvas dataframe by name. Opt-in via EDGAR_DATAFRAME_DROP_ENABLED=true — off by default since TTL already handles cleanup

secedgar_company_search

Entry point for most EDGAR workflows — resolve tickers, names, or CIKs to entity details.

  • Supports ticker symbols (AAPL, VOO), company names (Apple), or CIK numbers (320193)
  • ETFs and mutual funds resolve by ticker via company_tickers_mf.json; fund results include series_id and class_id for downstream scoping
  • Current and former company names both resolve (Facebook → Meta Platforms, Square → Block)
  • Near-match suggestions on zero-result name search (e.g. Microsfot → MICROSOFT CORP / MSFT)
  • Optionally includes recent filings with form type filtering
  • Date filtering (filed_after / filed_before) and under-filled form filters page into the older submissions archive, reaching filings that predate the ~1000-entry recent window (e.g. a 2005 10-K); history_scanned_through discloses the scan depth, and the full filtered history materializes as a df_<id> dataframe when it exceeds the inline filing_limit
  • Returns entity metadata: SIC code, exchanges, fiscal year end, state of incorporation

secedgar_search_filings

Search EDGAR filings since 1993. Full-text search covers 2001-present (the EFTS index floor); pre-2001 date ranges are served from the archives — pre-2001 full-text matching requires entity scope.

  • Exact phrases ("material weakness"), boolean operators (revenue OR income), wildcards (account*)
  • Entity targeting within query string (cik:320193 or ticker:AAPL) — scoped server-side by CIK, so filings made under a former company name (same CIK) are included
  • Browse mode: omit query to list filings by form type (forms=["S-1"]) and/or entity (ticker:/cik:), optionally narrowed by date — a bare date range is not a valid search and must be paired with forms or entity targeting
  • Pre-2001 date ranges (back to 1993) route to the archives: an entity-scoped range reads the filer's full submissions history; an unscoped forms/date range browses the quarterly full-index. Each row carries a source field (efts / submissions / full-index), preserved into the df_<id> dataframe
  • Pre-2001 free text is matched by reading documents, so it needs ticker:/cik: scope to bound the work: the form + date pre-filter picks candidates, up to 50 are read, and scan reports candidates / scanned / matched rather than presenting a partial read as a complete one. SEC's request rate is the cost — roughly 5s for a full 50-document scan. Each read covers the whole accession .txt (pre-1997 filings expose no per-document URL), so a match can sit in an attached exhibit rather than the body of the requested form
  • A range crossing 2001-01-01 is split at the boundary and merged: the full-text index serves 2001 onward, the archives serve the rest. period_ending, ticker, file_description, sic, and location exist only on source: efts rows, so a merged result carries them on some rows and not others
  • Date range filtering, form type filtering, pagination up to 10,000 results
  • Returns form distribution for narrowing follow-up searches
  • When the entity-scoped window exceeds the inline limit, the already-fetched EFTS window is materialized as a df_<id> dataframe — query it with secedgar_dataframe_query

secedgar_get_filing

Fetch a specific filing's metadata and document content by accession number.

  • Accepts accession numbers in dash or no-dash format
  • Converts HTML filings to readable plain text
  • Configurable content limit (1K–200K characters, default 50K)
  • Can fetch specific exhibits by document name
  • Binary entries — scanned pages, PDF exhibits, packaged archives and spreadsheets — are marked binary in the document catalog and rejected with a binary_document error instead of being returned as decoded bytes
  • Offset paging for large documents (10-K, S-1/A can exceed 1M chars): pass next_offset from a truncated response as offset on the next call to continue reading; first-page truncated responses include a detected outline (headings with offsets) for targeted navigation
  • Section targeting via the section param: jumps directly to a named heading by case-insensitive substring match (e.g. "risk factors", "item 7", "certain relationships"); on a miss, the error carries the detected outline so you can pick the correct heading
  • Extracted text is cached per accession + document (bounded LRU, 8 entries), making subsequent paged calls cheap

secedgar_get_financials

Get historical XBRL financial data for a company with friendly concept name resolution.

  • Friendly names like "revenue", "net_income", "eps_diluted" auto-resolve to correct XBRL tags
  • Handles historical tag changes (e.g., ASC 606 revenue recognition)
  • Automatic deduplication to one value per standard calendar period
  • Filter by annual, quarterly, or all periods
  • Optional limit caps the inline series to the most-recent N periods; the full series stays queryable via the df_<id> dataframe
  • Quarterly results carry a caveats entry naming every calendar quarter absent from the frame-tagged series — SEC reports fiscal Q4 as the 10-K residual, so the calendar quarter that fiscal Q4 spans has no discrete quarterly value (calendar-year filers included), and a filer whose other fiscal quarters span non-calendar durations loses a second quarter the same way
  • A further caveats entry when the concept resolved to an XBRL tag SEC has retired from the taxonomy — that only happens when no current tag reports for the filer, and the series can stop years short
  • See secedgar://concepts resource for the full mapping

secedgar_get_snapshot

Build a company financial profile in one call instead of a run of secedgar_get_financials calls.

  • Reads the filer's complete companyfacts payload once, then resolves every supported concept against it
  • Same frame dedup and tag priority as secedgar_get_financials, so the two agree for any concept they both cover
  • Duration concepts (income statement, cash flow, per-share) report their latest full year and latest single quarter; balance-sheet and entity-info concepts report their latest point-in-time value
  • Concepts the filer does not report are listed under gaps with the XBRL tags that were tried — never zero-filled or interpolated
  • IFRS filers resolve through the mapped IFRS tag variants via taxonomy: "ifrs-full", which covers the income statement, balance sheet, cash flow, and per-share concepts; each line reports the taxonomy its value came from
  • Compact single-record profile — no dataframe; reach for secedgar_get_financials when you need a time series

secedgar_get_insider_transactions

Surface Form 4 / 4-A insider activity for a company by parsing ownership XML. Form 3 initial statements and Form 5 annual statements are not covered — reach those with secedgar_search_filings (forms: ["3", "5"]) plus secedgar_get_filing.

  • Reporting person, relationship to issuer (director, officer + title, 10% owner), and transaction date
  • Transaction code mapped to a readable type (purchase, sale, gift, award, exercise, …); shares signed by acquired/disposed
  • Price per share and shares owned after each transaction; covers non-derivative (open-market) and derivative (option/RSU) lines
  • Filter by transaction_type (purchase, sale, all); scans newest filings first
  • The full set of transactions parsed from the scanned recent filings is materialized as a df_<id> dataframe (the inline list is a preview capped at limit) — query it with secedgar_dataframe_query to aggregate net buy/sell by insider

secedgar_get_institutional_holdings

Surface 13F-HR quarterly institutional holdings by parsing the information table.

  • Pass the institutional filer (CIK or full legal name, e.g. 0000102909 for Vanguard) to see what it holds; for the reverse direction — which managers hold a given company — use secedgar_find_holders, whose filer_cik results feed straight back into this tool
  • Each holding: issuer name, CUSIP, market value (whole USD), shares/principal, and put/call; raw rows also carry investment discretion
  • Sub-lines for the same security (one per manager/account) are consolidated into distinct positions sorted by value by default — pass consolidate: false for raw filing rows
  • Resolves the filing-manager name and reporting quarter from the cover page; target a specific quarter with quarter (e.g. "2025-Q4")
  • total_holdings_in_filing counts raw info-table rows; total_positions counts distinct positions after consolidation (both before limit)
  • Page through a large information table with offset — the response echoes the effective offset and returns next_offset while rows remain, so every position stays reachable even when the canvas is disabled
  • The full parsed holdings set is materialized as a df_<id> dataframe (the inline list is one page of limit rows) — query it with secedgar_dataframe_query for full-filing aggregation or cross-quarter joins on cusip + reporting_period

secedgar_find_holders

Reverse 13F lookup: which institutional managers reported a position in an issuer, for one reporting quarter.

  • Searching by cusip matches the identifier the 13F information table itself carries — the precise path. Louisiana-Pacific Q1 2026 returns 451 filings by CUSIP 546347105 against 43 by the phrase "LOUISIANA-PACIFIC CORP"; the name path both under-matches (managers write the name differently) and over-matches (an unrelated issuer sharing a word)
  • A CUSIP is not derivable from a ticker anywhere in EDGAR — read one off any secedgar_get_institutional_holdings result, or fall back to the name path
  • quarter targets a reporting period ("2026-Q1"); omit it for the newest quarter whose 45-day filing deadline has passed. The applied quarter and its filing window are echoed back
  • Filings are kept by the period they report, not the date they were filed, so amendments restating an older quarter (roughly 6% of any window) do not land in the wrong quarter's holder list
  • Up to 500 filer rows are fetched per call; total_filings reports the full count and dataset.truncated flags when more exist
  • The list is unranked. EDGAR search relevance carries no signal about position size — read a manager's actual position by passing its filer_cik to secedgar_get_institutional_holdings

secedgar_get_beneficial_owners

The 5%-and-over stakes in an issuer — the blockholder layer between Form 4 insiders and 13F portfolios. Input is the issuer, the company being held.

  • 13D is the activist form and carries the filer's stated purpose of the transaction; 13G is the passive form and has no purpose item at all, which is the substantive difference between a stake that intends to influence control and one that does not. Filter with form_kind
  • Every reporting person is listed separately. Voting power, dispositive power, and percent of class are reported per person even on a joint filing where several funds and their controlling principal report the same underlying shares — summing those percentages double-counts the position
  • Coverage starts 2024-12-18, when SEC replaced the legacy SC 13D / SC 13G text filings with structured XML under the current SCHEDULE 13D / SCHEDULE 13G names. Earlier stakes are readable but not parseable, and legacy_filings_before_coverage reports how many the issuer has — reach them with secedgar_search_filings and read them with secedgar_get_filing
  • Amendments carry the current position and are included by default; include_amendments=false leaves only the filings that opened a position
  • The full parsed set registers as a df_<id> dataframe at one row per reporting person, so it joins the insider and 13F dataframes on issuer CIK

secedgar_get_fund_holdings

What an ETF or mutual fund owns, from the NPORT-P portfolio report it files each quarter — the inverse of the ownership tools, which answer who owns a company.

  • Input is the fund: a ticker (VOO), an SEC fund series ID (S000002839), or a CIK. Fund trusts are indexed by ticker and series rather than by name, so name the registrant by CIK unless the fund itself trades under that name (SPDR S&P 500 ETF Trust)
  • An NPORT-P covers exactly one fund series and a registrant trust files one report per series per period, so a trust running several funds needs the specific fund named. A registrant that resolves to more than one series comes back with the series listed, each with its ticker; one whose series carry no ticker is routed by reading the series off its newest report, because a trust's own filing history interleaves funds whose fiscal quarters end on different months
  • Every result is dated to report_period_date. Reports publish roughly two months after the period they cover, so the holdings are the portfolio as of that date, not as of today; publication_lag_days states the gap. Target an earlier period with report_date, chosen from the available_report_periods in any response
  • Positions carry the security name, CUSIP/ISIN/LEI where the filer reports them, share balance, USD value, and percent of net assets, alongside fund-level net assets, total assets, and total liabilities
  • Positions come back largest first by percent of net assets, one page of limit rows from offset. A broad index fund reports thousands — Vanguard Total Stock Market's most recent report carries 3,524 — so the full report registers as a df_<id> dataframe for aggregation and for joining the 13F and insider dataframes on CUSIP

secedgar_get_material_events

A company's 8-K history with item codes decoded and filterable — the only surface that can scope by what the event actually was rather than by form.

  • Filter with items (e.g. ["2.02"] for results of operations, ["5.02"] for officer departures, ["4.02"] for non-reliance); secedgar_search_filings and secedgar_company_search cannot see items at all
  • Two numbering regimes are both accepted and decoded: the dotted scheme in force since 2004-08-23, and the single integers before it (legacy 12 is the ancestor of 2.02, 9 of 7.01). Decoding keys off the code's shape, so a filing straddling the changeover is never mis-decoded, and a window spanning it needs both codes in the filter
  • item_distribution counts every code across the scanned window before the filter, so a zero-hit filter comes back with the items that are present rather than a dead end
  • A date window pages into the older submissions archive, reaching 8-K filings that predate the ~1000-filing recent window; history_scanned_through discloses the scan depth
  • The full decode table is in the secedgar://filing-types resource
  • The full filtered set materializes as a df_<id> dataframe with item codes on every row — item frequency over time is one secedgar_dataframe_query away

secedgar_fetch_frames

Fetch SEC XBRL frames for one concept × one period across all reporting companies.

  • Same friendly concept names as secedgar_get_financials
  • Supports annual (CY2023), quarterly (CY2024Q2), and instant (CY2023Q4I) periods
  • Inline response returns one page of the ranked companies (sort + limit), with ticker enrichment
  • Walk further down the ranking with offset — the response echoes the effective offset and returns next_offset while companies remain, so ranks past the first page stay reachable even when the canvas is disabled
  • The full frames response (all reporters, typically 2k–10k rows) is materialized as a df_<id> dataframe — query it with secedgar_dataframe_query
  • related_tags flags alternate-definition tags some filers use as their primary line (e.g. cash → restricted-cash-inclusive total, equity → NCI-inclusive total), so a whole-universe screen on the base tag isn't silently under-inclusive — query those separately

secedgar_compare_companies

Compare 2-10 named companies across 1-8 concepts, aligned on calendar periods — the middle shape between secedgar_get_financials (one company over time) and secedgar_fetch_frames (one period across the market).

  • One companyfacts read per company, resolved through the same frame dedup and tag priority as secedgar_get_financials
  • Balance-sheet and entity-info concepts align on the calendar year or quarter their point-in-time snapshot falls in, so they sit in the same matrix as income-statement lines; each cell keeps its underlying XBRL frame
  • periods bounds the inline matrix (1-12, default 4) and the window shrinks further when companies x concepts x periods is too large to return in one response; the full aligned series is always materialized as a df_<id> dataframe for growth rates and spreads via secedgar_dataframe_query
  • A company that fails to resolve is reported in failed_companies with a machine-readable reason and the comparison proceeds with the rest
  • A company that does not report a concept is reported in gaps with the tags that were tried — never interpolated
  • caveats surface a filer missing one or two calendar quarters, a concept that resolved to a retired XBRL tag for one company, period ends that differ inside one aligned period, and concepts whose unit differs across companies

secedgar_search_concepts

Discover supported XBRL concept names before querying financials or cross-company comparisons.

  • Search by friendly name, label, or raw XBRL tag
  • Filter by statement group (income_statement, balance_sheet, cash_flow, per_share, entity_info) or taxonomy
  • Reverse-lookup raw tags like NetIncomeLoss to the supported friendly names
  • Surfaces related_tags for concepts with a high-coverage alternate-definition tag (e.g. restricted-cash-inclusive cash) so callers can discover them before screening
  • Filtering by taxonomy: "ifrs-full" narrows the catalog to concepts with an IFRS tag confirmed against live 20-F filings; a concept with no IFRS equivalent is left out rather than mapped to a guess
  • Returns the same catalog used by secedgar_get_financials, secedgar_fetch_frames, and secedgar://concepts

secedgar_dataframe_describe / secedgar_dataframe_query / secedgar_dataframe_drop

In-conversation SQL analytics over the dataframes that secedgar_fetch_frames, secedgar_compare_companies, secedgar_search_filings, secedgar_get_financials, secedgar_get_material_events, secedgar_get_insider_transactions, secedgar_get_institutional_holdings, and secedgar_find_holders materialize on a shared DuckDB-backed canvas. Each data-returning call adds a dataset field with a df_XXXXX_XXXXX handle; pass that handle to secedgar_dataframe_query for joins, aggregates, window functions, percentiles — standard DuckDB SQL.

  • Read-only by default. Writes, DDL, DROP, COPY, PRAGMA, ATTACH, and external-file table functions are rejected by the framework SQL gate. System catalogs (information_schema, pg_catalog, sqlite_master, duckdb_*) are denied at the bridge layer so callers can't enumerate dataframes they don't already hold a handle for. secedgar_dataframe_drop is the only destructive tool and is opt-in (EDGAR_DATAFRAME_DROP_ENABLED=true); TTL handles cleanup otherwise.
  • Per-table TTL. Each dataframe ages on its own clock (default 24h, override with EDGAR_DATASET_TTL_SECONDS). The canvas itself uses the framework's sliding TTL.
  • register_as chaining. secedgar_dataframe_query can persist its result as a new dataframe (df_XXXXX_XXXXX) with a fresh TTL — pipe analyses without re-running the source query.

Resources

URIDescription
secedgar://conceptsCommon XBRL financial concepts grouped by statement, mapping friendly names to XBRL tags
secedgar://filing-typesCommon SEC filing types with descriptions, cadence, and use cases, plus the full 8-K item-code decode tables for both numbering regimes

Prompts

PromptDescription
secedgar_company_analysisGuides a structured analysis of a public company's SEC filings: identify recent filings, extract financial trends, surface risk factors, and note material events

Features

Built on @cyanheads/mcp-ts-core:

  • Declarative tool definitions — single file per tool, framework handles registration and validation
  • Structured output schemas with automatic formatting for human-readable display
  • Unified error handling across all tools
  • Pluggable auth (none, jwt, oauth)
  • Structured logging with request-scoped context
  • Runs locally (stdio/HTTP) from the same codebase

SEC EDGAR–specific:

  • Rate-limited HTTP client respecting SEC's 10 req/s limit with automatic inter-request delay
  • CIK resolution from tickers (including ETFs and mutual funds via company_tickers_mf.json), company names (current and former), or raw CIK numbers with local caching; near-match trigram suggestions on zero-result name queries; committed former-names.json asset for prior-name resolution (Facebook → Meta, Square → Block)
  • Friendly XBRL concept name mapping with historical tag change handling
  • Searchable concept catalog with statement-group metadata and reverse XBRL tag lookup
  • HTML-to-text conversion for filing documents via html-to-text
  • In-conversation SQL analytics: secedgar_fetch_frames, secedgar_compare_companies, secedgar_search_filings, secedgar_get_financials, secedgar_get_material_events, secedgar_get_insider_transactions, secedgar_get_institutional_holdings, and secedgar_find_holders materialize their full result as a DuckDB-backed canvas dataframe queryable via secedgar_dataframe_query
  • No API keys required — SEC EDGAR is a free, public API

Getting started

Public Hosted Instance

A public instance is available at https://secedgar.caseyjhand.com/mcp — no installation required. Point any MCP client at it via Streamable HTTP:

{
  "mcpServers": {
    "secedgar-mcp-server": {
      "type": "streamable-http",
      "url": "https://secedgar.caseyjhand.com/mcp"
    }
  }
}

Self-Hosted / Local

Add the following to your MCP client configuration file.

{
  "mcpServers": {
    "secedgar-mcp-server": {
      "type": "stdio",
      "command": "bunx",
      "args": ["@cyanheads/secedgar-mcp-server@latest"],
      "env": {
        "EDGAR_USER_AGENT": "YourAppName your-email@example.com",
        "MCP_TRANSPORT_TYPE": "stdio"
      }
    }
  }
}

Or with npx (no Bun required):

{
  "mcpServers": {
    "secedgar-mcp-server": {
      "type": "stdio",
      "command": "npx",
      "args": ["-y", "@cyanheads/secedgar-mcp-server@latest"],
      "env": {
        "EDGAR_USER_AGENT": "YourAppName your-email@example.com",
        "MCP_TRANSPORT_TYPE": "stdio"
      }
    }
  }
}

For Streamable HTTP, set the transport and start the server:

MCP_TRANSPORT_TYPE=http MCP_HTTP_PORT=3010 bun run start:http
# Server listens at http://localhost:3010/mcp

Prerequisites

  • Bun v1.3.0 or higher.

Installation

  1. Clone the repository:
git clone https://github.com/cyanheads/secedgar-mcp-server.git
  1. Navigate into the directory:
cd secedgar-mcp-server
  1. Install dependencies:
bun install
  1. Build:
bun run build

Configuration

All configuration is validated at startup via Zod schemas in src/config/server-config.ts. Key environment variables:

VariableDescriptionDefault
EDGAR_USER_AGENTRequired. User-Agent header for SEC compliance. Format: "AppName contact@email.com". SEC blocks IPs without a valid User-Agent.—
EDGAR_RATE_LIMIT_RPSMax requests/second to SEC APIs. Do not exceed 10.10
EDGAR_TICKER_CACHE_TTLSeconds to cache the company tickers lookup file.3600
EDGAR_DATASET_TTL_SECONDSPer-table TTL for canvas-registered dataframes. Sliding window touched on every dataframe op.86400
EDGAR_DATAFRAME_DROP_ENABLEDSet to true to expose secedgar_dataframe_drop — the only destructive tool on this server. Off by default; TTL handles cleanup.false
EDGAR_MIRROR_ENABLEDEnable the local SQLite mirror of company_tickers + XBRL company-facts so CIK resolution and financials read from disk instead of the live API. Node/Bun only (skipped on Workers). Bootstrap once with bun run mirror:init.false
EDGAR_MIRROR_PATHDirectory holding the mirror SQLite databases../data/edgar-mirror
EDGAR_MIRROR_REFRESH_CRONCron for the in-process nightly refresh (HTTP transport only). Recommended 0 9 * * *. Omit to refresh out-of-band via bun run mirror:refresh.—
EDGAR_MIRROR_FALLBACK_LIVEWhen the mirror misses (not yet synced, or a filing newer than the last refresh), fall back to the live SEC API. Set false for strict mirror-only reads.true
CANVAS_PROVIDER_TYPECanvas engine. Defaults to duckdb; set to none to disable the canvas (e.g. when running on Cloudflare Workers, where DuckDB has no V8-isolate build).duckdb
MCP_TRANSPORT_TYPETransport: stdio or httpstdio
MCP_HTTP_PORTHTTP server port3010
MCP_AUTH_MODEAuthentication: none, jwt, or oauthnone
MCP_LOG_LEVELLog level (debug, info, warning, error, etc.)info
LOGS_DIRDirectory for log files (Node.js only).<project-root>/logs

Running the server

Local development

  • Build and run the production version:

    bun run rebuild
    bun run start:http   # or start:stdio
    
  • Run checks and tests:

    bun run devcheck     # Lints, formats, type-checks
    bun run test         # Runs test suite
    

Docker

docker build -t secedgar-mcp-server .
docker run -e EDGAR_USER_AGENT="MyApp my@email.com" -p 3010:3010 secedgar-mcp-server

The image ships the mirror CLI, so the local mirror (EDGAR_MIRROR_ENABLED) can be bootstrapped, inspected, and refreshed inside a running container:

docker exec <container> bun run mirror:verify    # sync status + sample reads
docker exec <container> bun run mirror:init      # one-time bootstrap (downloads the SEC bulk archive)
docker exec <container> bun run mirror:refresh   # re-ingest when the archive has been rebuilt

Project structure

DirectoryPurpose
src/mcp-server/tools/definitions/Tool definitions (*.tool.ts). Ten SEC EDGAR tools plus three dataframe_* tools for SQL analytics.
src/mcp-server/resources/definitions/Resource definitions. XBRL concepts and filing types.
src/mcp-server/prompts/definitions/Prompt definitions. Company analysis prompt.
src/services/edgar/SEC EDGAR API client, XBRL concept mapping, HTML-to-text conversion.
src/services/canvas-bridge/Adapter over the framework DataCanvas: df_<id> minting, all-nullable schema derivation, per-table TTL bookkeeping, bridge-layer system-catalog SQL deny.
src/config/Server-specific environment variable parsing and validation with Zod.
tests/Unit and integration tests, mirroring the src/ structure.

Development guide

See CLAUDE.md and AGENTS.md for development guidelines and architectural rules. The short version:

  • Handlers throw, framework catches — no try/catch in tool logic
  • Use ctx.log for logging, ctx.state for storage
  • Register new tools and resources in the createApp() arrays

Contributing

Issues and pull requests are welcome. Run checks and tests before submitting:

bun run devcheck
bun run test

License

This project is licensed under the Apache 2.0 License. See the LICENSE file for details.

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Configuration

EDGAR_USER_AGENT*

User-Agent header for SEC compliance. Format: "AppName contact@email.com".

MCP_LOG_LEVELdefault: info

Sets the minimum log level for output (e.g., 'debug', 'info', 'warn').

MCP_HTTP_HOSTdefault: 127.0.0.1

The hostname for the HTTP server.

MCP_HTTP_PORTdefault: 3010

The port to run the HTTP server on.

MCP_HTTP_ENDPOINT_PATHdefault: /mcp

The endpoint path for the MCP server.

MCP_PUBLIC_URL

Public-facing origin override for TLS-terminating proxies (e.g., https://mcp.example.com). Leave unset for direct deployments.

MCP_AUTH_MODEdefault: none

Authentication mode to use: 'none', 'jwt', or 'oauth'.

Categories
Sales & MarketingData & Analytics
Registryactive
Package@cyanheads/secedgar-mcp-server
TransportSTDIO, HTTP
AuthRequired
Resources2
Prompts1
Tools verifiedJun 10, 2026
UpdatedJun 8, 2026
View on GitHub

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