Summary
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.
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Tools
Public tool metadata for what this MCP can expose to an agent.
6 tools
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
querystringCompany 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
cikstringSEC 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
cikstringSEC CIK number
limitnumberNumber of filings to return (default: 10, max: 40)default: 10
form_typestringFilter by form type: '10-K', '10-Q', '8-K', '4', 'DEF 14A', etc. Empty for all types.
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
cikstringSEC CIK number of the company
limitnumberNumber 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
limitnumberNumber of results (default: 10)default: 10
querystringSearch query, e.g. 'artificial intelligence revenue growth'
date_tostringEnd date YYYY-MM-DD
date_fromstringStart date YYYY-MM-DD
form_typestringFilter by form type: '10-K', '10-Q', '8-K', etc.
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
cikstringSEC CIK number
unitstringUnit: 'USD', 'USD/shares', 'shares', 'pure'default: USD
conceptstringUS-GAAP concept name: 'Revenues', 'NetIncomeLoss', 'Assets', 'EarningsPerShareBasic', 'OperatingIncomeLoss', 'ResearchAndDevelopmentExpense', etc.
SEC EDGAR MCP
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 edgartools.
https://github.com/user-attachments/assets/d310eb42-b3ca-467d-92f7-7d132e6274fe
See demo video
[!NOTE] This project is not affiliated with or endorsed by the U.S. Securities and Exchange Commission. EDGAR and SEC are trademarks of the SEC.
Quick Start
{
"mcpServers": {
"sec-edgar-mcp": {
"command": "docker",
"args": [
"run", "-i", "--rm",
"-e", "SEC_EDGAR_USER_AGENT=Your Name (your@email.com)",
"stefanoamorelli/sec-edgar-mcp:latest"
]
}
}
}
The -i flag is required for MCP's JSON-RPC communication.
For other installation methods (pip, conda, uv), see the documentation.
Tools
| Category | Tools |
|---|---|
| Company | CIK lookup, company info, company facts |
| Filings | 10-K, 10-Q, 8-K retrieval, section extraction |
| Financials | Balance sheet, income statement, cash flow (XBRL-parsed) |
| Insider Trading | Form 3/4/5 transactions |
All responses include SEC filing URLs for verification.
HTTP Transport
For platforms like Dify, use streamable HTTP instead of stdio:
python -m sec_edgar_mcp.server --transport streamable-http --port 9870
No authentication is included. Use only on private networks.
Evaluations
Promptfoo-based test suite. See evals/ for details.
cd evals && npm install && npm run eval
Documentation
Full docs: sec-edgar-mcp.amorelli.tech
Contributors
Citation
If you use this software in research, please cite it:
@software{amorelli_sec_edgar_mcp_2025,
title = {{SEC EDGAR MCP (Model Context Protocol) Server}},
author = {Amorelli, Stefano},
version = {1.0.6},
year = {2025},
month = {9},
url = {https://doi.org/10.5281/zenodo.17123166},
doi = {10.5281/zenodo.17123166}
}
See CITATION.cff for additional formats.
License
AGPL-3.0. For commercial licensing: stefano@amorelli.tech
Featured
Give your AI agent a complete email layer—sending, inbound inboxes, and sandbox testing.
Get 4K emails/month free →Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →Capacitor makes coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →Configuration
SEC_EDGAR_USER_AGENT*The user agent to access the SEC EDGAR API