edgar.tools SEC Intelligence
tools.edgar/sec-intelligence
9 toolsHTTPregistry active
Summary
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.
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Public tool metadata for what this MCP can expose to an agent.
9 tools
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
limitintegerdefault: 5
querystringget_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
cikvalueformvaluehoursintegerdefault: 2
limitintegerdefault: 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
cikintegerdaysintegerdefault: 90
limitintegerdefault: 20
transaction_typestringdefault: 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
cikintegerdaysintegerdefault: 90
itemvaluelimitintegerdefault: 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
cikintegerget_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
cikintegerstatementvaluesearch_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
cikintegerdiff_onlybooleandefault: false
formvaluemax_resultsintegerdefault: 10
min_noveltyvaluequerystringyearvaluesearch_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
limitintegerdefault: 10
querystringstatevalueget_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_numberstringFeatured
Fastest browser for AI agents to run web automation tasks, always free.
Download Free life-time →Notes, actions and memory. Without a meeting bot. First month 100% off.
Download for free →belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →Connect your Claude agent to live crypto prices and trading routes via 1inch
Get the MCP →Block distracting apps from your iPhone permanently without a 3rd party app. Free and open source.
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