Secedgar Mcp Server

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Overview

SEC EDGAR filings, XBRL financials, and ownership data. No API key needed, only the User-Agent header SEC requires. Resolve companies by ticker, name, or CIK, search filings back to 1993, pull XBRL financials and cross-company comparisons by concept, and trace ownership through insider transactions, 13F holdings, 13D/13G blockholders, and fund portfolios. Runs as a stdio process, a local Streamable HTTP server, or the public hosted endpoint above.

Tools

Tool	Description
secedgar_company_search	Find companies and retrieve entity info with optional recent filings
secedgar_search_filings	Search EDGAR filings since 1993: full text from 2001, archive browse before that
secedgar_get_filing	Fetch a filing's metadata and document text, paged or by section
secedgar_get_financials	Get historical XBRL financial data for one company and concept
secedgar_get_snapshot	One-call financial profile: the latest value of every supported concept
secedgar_get_material_events	8-K filings with item codes decoded and filterable
secedgar_get_insider_transactions	Form 4 / 4-A insider transactions parsed from ownership XML
secedgar_get_institutional_holdings	13F-HR quarterly holdings of one institutional manager
secedgar_find_holders	Reverse 13F lookup: which managers reported holding an issuer
secedgar_get_beneficial_owners	5%+ blockholders of an issuer from structured SCHEDULE 13D / 13G filings
secedgar_get_fund_holdings	ETF and mutual fund portfolio holdings from the quarterly NPORT-P report
secedgar_fetch_frames	One XBRL concept × one period across every reporting company
secedgar_compare_companies	Compare named companies across several concepts, aligned on fiscal years or calendar quarters
secedgar_search_concepts	Discover supported XBRL concept names or reverse-lookup a raw tag
secedgar_dataframe_describe	List canvas dataframes with provenance, TTL, and schema
secedgar_dataframe_query	Run a single-statement SELECT across dataframes
secedgar_dataframe_drop	Drop a canvas dataframe by name; opt-in via EDGAR_DATAFRAME_DROP_ENABLED=true

Resources

Resource	Description
secedgar://concepts	XBRL financial concepts grouped by statement, mapping friendly names to XBRL tags
secedgar://filing-types	Common SEC filing types, plus the 8-K item-code tables for both numbering regimes

secedgar_search_concepts serves the same concept catalog to tool-only clients.

Prompts

Prompt	Description
secedgar_company_analysis	Structured analysis of a company's SEC filings: financial trends, risk factors, material events

Capability reference

secedgar_company_search _tool

• query takes a ticker (equities, ETFs, and mutual funds; BRK-B or BRK.B), a current or former company name (the corporate suffix can be left off: Apple finds Apple Inc.), or a CIK; include_filings (default on) adds up to filing_limit filings (default 10; at most 50 inline, and a larger value up to 1000 is served at 50 with a notice naming where the rest are), filtered by exact forms match and filed_after / filed_before
• Returns SIC code, exchanges, fiscal year end, and state of incorporation, plus series_id / class_id for a fund ticker; fails as no_match (with near matches in data.suggestions when a name scores close enough) or multiple_matches
• A date filter or an under-filled form filter scans past the recent window (the last year or 1,000 filings, whichever holds more) into the archive, up to 10 archive pages, and history_scanned_through reports how far it reached

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secedgar_search_filings _tool

• Full-text query (phrases, OR, -exclusion, wildcard*, ticker: / cik: scoping), or browse by forms and/or entity with no query; filed_after and filed_before must be given together; limit up to 100, and offset (up to 9,999) pages server-side only under sort: "relevance" on a 2001-onward search, where it counts matching documents, so a filing can recur across pages
• Full text covers 2001 onward. Earlier ranges, back to 1993, come from the archives, and pre-2001 free text needs ticker: / cik: scope and reads up to 50 documents (scan reports candidates, scanned, and matched)
• One row per filing: a full-text row lists the documents that matched in matched_documents (filenames for secedgar_get_filing)
• A range crossing 2001-01-01 is split and merged, each row tagged with source (efts, submissions, full-index); the response carries total and form_distribution (both counting filings), total_is_exact, and, when full text was searched, total_documents

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secedgar_get_filing _tool

• accession_number in dash or 18-digit form, optional cik to speed the lookup, document for an exhibit, include_xbrl for XBRL artifacts; content_limit 1,000–200,000 characters per page (default 50,000)
• Page with offset / next_offset until content_truncated is false, or jump with section (matched against every detected heading, an exact heading first, then a line of the document such as a subheading the outline omits; item 1 never lands on Items 10–16, nor part i on Part II); the first page of a truncated document carries an outline of up to 50 headings with offsets — every Item and Part heading kept when it is cut (bare table-of-contents copies of titled ones aside), and the notice says how many were detected — plain-text legacy filings included; when section lands on a document line rather than a detected heading, the notice says so
• documents splits the filing into primary, exhibits, and auxiliary; entries marked binary (scans, PDFs, archives) fail as binary_document, and a section miss returns section_not_found with the outline
• When the archive doesn't serve the primary document a filing's index names (common in 2000–2001 filings), the full submission <accession>.txt is read instead and the response notice says so

---

secedgar_get_financials _tool

• company (ticker or CIK) plus concept as a friendly name or raw XBRL tag; taxonomy us-gaap (default), ifrs-full, or dei; period_type annual, quarterly, or all — annual reads an instant (balance-sheet) concept at the filer's fiscal-year ends, and when omitted it defaults to annual with the full series for instant concepts; unit picks one SEC unit key (ZAR, USD, USD/EUR) for a concept reported in several; limit 1–100 trims the inline series
• A deduplicated series, newest first, one value per calendar period with its source form, filed date, accession_number, and tag, all in one unit — by default the unit of the newest value, with any other units named in caveats; tags_tried names the tags walked, and an empty result fails as no_concept_data (naming the taxonomy to retry when another one carries the concept), no_frame_data, or no_period_data (no_unit_data, listing the reported units, for a unit the concept isn't reported in)
• A concept that is neither a friendly name nor an UpperCamelCase tag fails as unknown_concept before any SEC request, with a formula for standard combinations (free_cash_flow, ebitda, working_capital) or up to three closest friendly names

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secedgar_get_snapshot _tool

• company, taxonomy us-gaap (default) or ifrs-full, and period_type annual, quarterly, or both (default); one companyfacts read covers every supported concept, and nothing is staged as a dataframe
• Each lines entry reports the latest annual and quarterly value for a duration concept, or the latest instant value for balance-sheet and entity-info concepts, each with the tag it came from, under the line's taxonomy; concepts the filer doesn't report land in gaps with tags_tried

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secedgar_get_material_events _tool

• company plus up to 20 items codes, dotted (2.02) since 2004-08-23 and single integers (12) before; the two regimes don't overlap, so pair them across the changeover; filed_after / filed_before work alone and reach into the archive; limit 1–100 (default 20)
• Each filing decodes its items to code, label, and regime (current / legacy); item_distribution counts every code in the window before the filter, and total_8k_scanned against total_matched shows what the filter removed
• A date window reads every archive page overlapping it, up to 10; without one, the archive is read only to fill limit with filings passing the items filter, stopping on the page that fills it; history_scanned_through and dataset.truncated report what went unread, and a result short of limit with pages unread names how far the scan reached and the date window that goes further

---

secedgar_get_insider_transactions _tool

• company is the issuer; transaction_type purchase (code P), sale (code S), or all (default); limit 1–100 (default 20); does not cover Forms 3 or 5
• Without a date window it scans up to 100 of the newest Form 4 / 4-A filings; filed_after / filed_before (inclusive, either alone) read any period since mid-2003, paging into the archive (up to 10 pages) when the window predates the recent submissions window, and with a canvas every in-window filing is parsed, up to 100; history_scanned_through names the oldest filing parsed
• Each transaction carries the reporting person, relationship, transaction_code and transaction_type, is_derivative, unsigned shares_traded with direction (acquire / dispose), price per share, and shares owned after; dataset.truncated flags Form 4 filings beyond those parsed, and filings_other_issuer counts scanned Form 4s the company filed as a reporting owner of another issuer, which add no rows

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secedgar_get_institutional_holdings _tool

• company is the 13F filer (a CIK is most reliable), not a portfolio company, which is secedgar_find_holders' job; quarter as YYYY-QN, defaulting to the newest filing; limit 1–500 (default 20) with offset / next_offset; consolidate (default true) merges sub-lines into positions sorted by value
• A quarter older than the recent submissions window is found in the archive, read forward from the quarter end (up to 10 pages); a quarter the manager covered with a 13F-NT notice — or, with no quarter, a manager whose recent filings are notices only — fails as no_filings_found naming the notice's accession number and period
• Holdings carry issuer, CUSIP, market_value_usd in whole USD, shares or principal, and put_call; total_holdings_in_filing counts raw rows and total_positions distinct positions; a shared legal name fails as ambiguous_entity

---

secedgar_find_holders _tool

• issuer as a ticker, CIK, or name, plus an optional 9-character cusip, the precise match key (a name phrase-match both over- and under-matches); quarter as YYYY-QN, defaulting to the newest quarter past its 45-day filing deadline; limit 1–100 (default 20) from up to 500 fetched filings
• Rows carry filer_cik, accession_number, and form, while search_mode (cusip / name), total_filings, fetched, and holders_in_quarter size the result; the list is unranked, so pass a filer_cik to secedgar_get_institutional_holdings to read the position

---

secedgar_get_beneficial_owners _tool

• issuer is the company being held; form_kind all (default), 13D, or 13G; include_amendments (default true); limit 1–20 filings (default 10), each a separate document fetch
• Each filing lists reporting_persons with voting power, dispositive power, and percent_of_class per person, which joint filers report for the same shares, so they don't sum; a 13D carries purpose_of_transaction, a 13G has none
• Coverage starts 2024-12-18 with the structured XML schedules; legacy_filings_before_coverage counts the issuer's older SC 13D / SC 13G text filings

---

secedgar_get_fund_holdings _tool

• fund as a ticker (VOO), series ID (S000002839), or CIK; series_id picks one fund of a multi-series trust, which otherwise fails as series_required with the series listed; report_date targets a period from available_report_periods; limit 1–100 (default 20) with offset / next_offset
• Positions come largest first by percent_of_net_assets, with name, CUSIP / ISIN / LEI, balance and units, value_usd, and asset and issuer category, alongside fund net assets, total assets, and total liabilities
• Holdings are as of report_period_date, roughly two months before filing_date; publication_lag_days states the gap

---

secedgar_fetch_frames _tool

• concept as a friendly name or raw tag, period as CY2023, CY2024Q2, or CY2023Q4I, taxonomy us-gaap (default) or dei (SEC publishes frames for no other namespace; IFRS filers are read per company), unit (default USD), sort desc / asc; limit 1–100 (default 25) with offset / next_offset down the ranking
• One call queries one tag: unqueried_tags lists same-meaning variants to fetch separately and related_tags alternate-definition tags; value_distribution.max_to_p95_ratio flags scale-factor outliers, period_end_range shows fiscal-year mixing, and caveats flags fiscal-Q4 gaps in quarterly frames and annual frames a proxy statement or a 10-Q can hold
• A concept that is neither a friendly name nor an UpperCamelCase tag fails as unknown_concept before the frames request, with the same formula or closest-name hint as secedgar_get_financials; a well-formed tag with no frame is no_data

---

secedgar_compare_companies _tool

• 2–10 companies × 1–8 concepts; taxonomy us-gaap (default) or ifrs-full; period_type annual (default) or quarterly; periods 1–12 (default 4), trimmed further when the inline matrix gets too large
• cells align each value on a calendar period and keep its frame, period_end, and source tag; an annual matrix holds each company's fiscal year under the calendar-year key SEC frames it as, with balance-sheet values taken only at fiscal-year ends and placed beside the income lines of the year they close (interim and cover-date snapshots stay out, and a call left with nothing else fails no_comparable_data with a hint naming period_type: "quarterly"), while a quarterly matrix aligns snapshots on the calendar quarter they fall in; failed_companies (reason not_found, ambiguous, or no_company_facts) and gaps (no value in any period) report what's missing, and caveats flag differing period ends in any inline column, unit mismatches between companies (each company reads one unit per concept), and, once per concept, the companies whose values all predate the inline window, each with its newest period
• A concept that is neither a friendly name nor an UpperCamelCase tag is listed once in unknown_concepts with its hint, never as a gap per company; the call fails as unknown_concept only when every concept is one

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secedgar_search_concepts _tool

• search is a substring over friendly name, label, and tags, so a raw tag like NetIncomeLoss reverse-maps to its friendly name; group and taxonomy filter; no arguments returns the full catalog
• Each concept lists tags, ifrs_tags (only where an IFRS element was confirmed in live 20-F filings), related_tags, unit, and group

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secedgar_dataframe_describe _tool

• Optional name for one dataframe; omit it to list the tenant's active dataframes, newest first
• Each entry carries source_tool, query_params, created_at / expires_at, row_count, truncated, and the column_schema that SQL for secedgar_dataframe_query has to match

---

secedgar_dataframe_query _tool

• One DuckDB SELECT in sql (joins, aggregates, window functions, CTEs); row_limit 1–10,000 (default 1,000), preview for fewer inline rows, and register_as (df_XXXXX_XXXXX) to save the result as a new dataframe
• Returns columns, rows, row_count, and row_count_capped, which when true means row_count is the cap, not a total; BIGINT columns serialize as strings
• Writes, DDL, file-reading functions, multiple statements, and system catalogs are rejected with typed reasons (non_select_statement, denied_function, multi_statement, system_catalog_access, and others)

---

secedgar_dataframe_drop _tool

• name of the dataframe to drop; idempotent, returning dropped: false when nothing matched
• Off unless EDGAR_DATAFRAME_DROP_ENABLED=true; disabled, it is absent from tools/list and uncallable, but still listed on the HTTP landing page with the flag that enables it

---

secedgar://concepts _resource

• The friendly-name catalog grouped by statement, as text/markdown, with the us-gaap, IFRS, and alternate-definition tags for each concept
• The names are what secedgar_get_financials, secedgar_compare_companies, and secedgar_fetch_frames accept as concepts

---

secedgar://filing-types _resource

• Common SEC forms with cadence and use cases, as text/markdown
• Includes the 8-K item-code tables for both numbering regimes, the vocabulary of secedgar_get_material_events' items filter

---

secedgar_company_analysis _prompt

• Arguments: company required; focus_areas optional free text
• Returns one user message with a numbered workflow (company search, a financial profile via secedgar_get_snapshot with trends via secedgar_get_financials, filing review, material events, and a peer comparison via secedgar_compare_companies with secedgar_fetch_frames for a market-wide ranking) and a findings template; insider, institutional, or blockholder terms in focus_areas add those ownership steps, and "ownership" adds all three

Features

Built on @cyanheads/mcp-ts-core: stdio and Streamable HTTP transports, pluggable auth (none / jwt / oauth), swappable storage (in-memory, filesystem, Supabase, Cloudflare KV/R2/D1), structured logging with optional OpenTelemetry tracing.

EDGAR-specific:

• One process-wide queue paces SEC requests under the 10 req/s limit. A 429 is never retried: every SEC call is refused locally as rate_limited with a retryAfter countdown for EDGAR_RATE_LIMIT_COOLDOWN_SECONDS, then a single probe goes out. Reads served from the local mirror keep answering
• CIK resolution from tickers (fund tickers included), current and former company names, or raw CIKs, with corporate-suffix normalization and near-match suggestions on a miss
• Friendly XBRL concept names that handle historical tag changes. secedgar_get_financials, secedgar_get_snapshot, and secedgar_compare_companies share one frame dedup and tag priority, so their numbers agree; a series never mixes units, so a 20-F filer's convenience translation stays out of its reporting-currency series; a period whose frame SEC assigned to a proxy statement's pay-versus-performance figure is answered from the filer's own report instead, an annual frame holding a 10-Q's trailing-twelve-month figure is left out of the annual series, and each reports caveats for calendar quarters missing from the frame-tagged series (SEC files fiscal Q4 only as the 10-K residual) and for series that stop years short
• Filing documents converted from HTML to text, with heading detection and offset paging for oversized filings
• Opt-in local SQLite mirror of company tickers and XBRL company-facts (EDGAR_MIRROR_ENABLED) that serves CIK resolution and financials from disk

Agent-friendly output:

• In-conversation SQL: any tool whose response carries a dataset field has staged its full result as a DuckDB dataframe (df_<id>), while the inline list stays capped at limit; inspect it with secedgar_dataframe_describe, then query it with secedgar_dataframe_query
• Discriminated outputs and explicit gaps: source on filing-search rows, search_mode, 8-K item regime, typed failed_companies reasons, and gaps with tags_tried in place of zero-filled values
• Completeness disclosure: history_scanned_through, total_is_exact, publication_lag_days, and dataset.truncated tell agents how deep a scan went and what it left out
• One parameter name per concept: company, filed_after / filed_before, and forms mean the same thing on every tool, and common alternate spellings (ticker, cik, start_date, end_date, form_types, and others) are accepted as aliases — the company spellings also reach secedgar_company_search's query and the issuer of secedgar_find_holders and secedgar_get_beneficial_owners

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"
      }
    }
  }
}

Or with Docker:

{
  "mcpServers": {
    "secedgar-mcp-server": {
      "type": "stdio",
      "command": "docker",
      "args": [
        "run", "-i", "--rm",
        "-e", "MCP_TRANSPORT_TYPE=stdio",
        "-e", "EDGAR_USER_AGENT=YourAppName your-email@example.com",
        "ghcr.io/cyanheads/secedgar-mcp-server:latest"
      ]
    }
  }
}

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 v1.4.0 or higher (or Node.js v24+).
• A User-Agent string in SEC's "AppName contact@email.com" format; no account or key required.

Installation

1. Clone the repository:

git clone https://github.com/cyanheads/secedgar-mcp-server.git

2. Navigate into the directory:

cd secedgar-mcp-server

3. Install dependencies:

bun install

4. Configure environment:

cp .env.example .env
# edit .env and set EDGAR_USER_AGENT

Configuration

Variable	Description	Default
EDGAR_USER_AGENT	Required. User-Agent sent to SEC, as "AppName contact@email.com". SEC blocks IPs without one.	—
EDGAR_RATE_LIMIT_RPS	Max requests per second to SEC (1–10).	10
EDGAR_RATE_LIMIT_COOLDOWN_SECONDS	Seconds to refuse calls locally after a 429 before one probe goes out. SEC lifts a block only after ten quiet minutes, so a shorter value probes into it.	600
EDGAR_TICKER_CACHE_TTL	Seconds to cache the company and fund ticker files. A failed fund-file load is retried after a minute (or the rate-limit cool-down) instead of standing for the whole TTL.	3600
EDGAR_DATASET_TTL_SECONDS	Per-table TTL for canvas dataframes, a sliding window renewed on every dataframe operation.	86400
EDGAR_DATAFRAME_DROP_ENABLED	Set true to expose secedgar_dataframe_drop, the only destructive tool.	false
EDGAR_MIRROR_ENABLED	Enable the local SQLite mirror of company tickers and XBRL company-facts. Node/Bun only; bootstrap once with bun run mirror:init.	false
EDGAR_MIRROR_PATH	Directory holding the mirror databases.	./data/edgar-mirror
EDGAR_MIRROR_REFRESH_CRON	In-process refresh cron (HTTP transport only), e.g. 0 9 * * *. Omit to refresh with bun run mirror:refresh.	—
EDGAR_MIRROR_FALLBACK_LIVE	Fall back to the live SEC API on a mirror miss. Set false for mirror-only reads.	true
CANVAS_PROVIDER_TYPE	Canvas engine; none disables dataframes.	duckdb
MCP_TRANSPORT_TYPE	Transport: stdio or http.	stdio
MCP_HTTP_PORT	HTTP server port.	3010
MCP_AUTH_MODE	Authentication: none, jwt, or oauth.	none
MCP_LOG_LEVEL	Log level (debug, info, warning, error, etc.).	info
LOG_TOOL_FAILURE_PAYLOADS	Log each failed tool call's arguments and result, redacted by key name and capped at LOG_TOOL_FAILURE_PAYLOAD_MAX_BYTES (default 16384). A secret inside a free-form value is not redacted.	false
OTEL_ENABLED	Enable OpenTelemetry instrumentation (spans, metrics, completion logs).	false
OTEL_EXPORTER_OTLP_ENDPOINT	OTLP base URL; traces go to /v1/traces and metrics to /v1/metrics. OTEL_EXPORTER_OTLP_TRACES_ENDPOINT / OTEL_EXPORTER_OTLP_METRICS_ENDPOINT override either one.	—
OTEL_EXPORTER_OTLP_LOGS_ENDPOINT	Opt-in OTLP log export (e.g. http://localhost:4318/v1/logs); the base endpoint never enables it.	—

See .env.example for the full list of optional overrides.

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 defaults to HTTP on port 3010 and ships the mirror CLI, so a running container can bootstrap and refresh its own mirror:

docker exec <container> bun run mirror:verify    # sync status + sample reads
docker exec <container> bun run mirror:init      # one-time bootstrap from the SEC bulk archive
docker exec <container> bun run mirror:refresh   # re-ingest after SEC rebuilds the archive

Project structure

Directory	Purpose
src/index.ts	createApp() entry point: registers resources and prompts, starts the SEC client, canvas, and optional mirror.
src/config	Server environment variable parsing and validation with Zod.
src/mcp-server/tools/definitions	Tool definitions (*.tool.ts) and the buildToolDefinitions() registration list.
src/mcp-server/resources/definitions	Resource definitions: XBRL concepts and filing types.
src/mcp-server/prompts/definitions	Prompt definitions: company analysis.
src/services/edgar	Paced SEC client, CIK resolution, XBRL concept mapping and series dedup, ownership / 13D / 13G / NPORT-P parsers, 8-K item tables, HTML-to-text.
src/services/edgar/mirror	Opt-in local SQLite mirror of company tickers and XBRL company-facts.
src/services/canvas-bridge	Adapter over the framework DataCanvas: df_<id> naming, per-table TTL, system-catalog SQL deny.
scripts	Build, devcheck, and lint tooling, plus the mirror:* commands.
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 in buildToolDefinitions() (src/mcp-server/tools/definitions/index.ts), and resources and prompts in the createApp() arrays in src/index.ts
• Wrap external SEC EDGAR calls: validate the raw response → normalize to a domain type → return the output schema; never fabricate a missing XBRL field — report it under gaps instead

Contributing

Issues 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.