mcp-edgar

An MCP (Model Context Protocol) server that gives LLMs direct access to SEC EDGAR — search filings, extract sections, pull structured financials, and track insider transactions.

No API key required. SEC EDGAR is entirely public.

Quick Start

Add to your MCP client config (Claude Code, Cursor, Windsurf, etc.):

{
  "mcpServers": {
    "sec-edgar": {
      "command": "npx",
      "args": ["-y", "mcp-edgar"]
    }
  }
}

That's it. No configuration needed.

Tools

Filing Discovery

| Tool | Description | |------|-------------| | edgar_search | Search filings by ticker + form type (10-K, 10-Q, 8-K, DEF 14A, S-1, 20-F, 6-K) | | edgar_full_text_search | Full-text keyword search across all SEC filings — find filings mentioning specific drugs, technologies, risks, etc. | | edgar_company_info | Company metadata — name, SIC code, industry, state of incorporation, fiscal year end, recent filing summary |

Filing Content

| Tool | Description | |------|-------------| | edgar_get_filing | Get document index for a specific filing (list of exhibits, primary document, etc.) | | edgar_get_section | Extract MD&A, Risk Factors, Business, or Financials from a filing (up to 12K chars) |

Structured Financial Data (XBRL)

| Tool | Description | |------|-------------| | edgar_company_facts | All key financials — revenue, net income, EPS, assets, liabilities, R&D, cash, debt. Time-series across periods. | | edgar_company_concept | Deep dive into a single metric (e.g. Revenue) across all filing periods. Full time-series with fiscal year/quarter breakdowns. |

Insider Transactions

| Tool | Description | |------|-------------| | edgar_insider_transactions | Recent insider buys, sells, awards, exercises from Form 4 filings. Officer name, title, shares, price. |

Example Prompts

Once connected, you can ask your LLM:

• "What are NVIDIA's most recent 10-K filings?"
• "Extract the Risk Factors section from Apple's latest annual report"
• "Show me Tesla's revenue trend over the last 5 years"
• "Who has been buying or selling MSFT stock recently?"
• "Find all SEC filings mentioning 'GLP-1 receptor agonist' in 2024"
• "Compare Amazon and Google's R&D spending over the past 3 years"
• "What's Pfizer's SIC industry code and fiscal year end?"

Typical Workflow

Most analysis follows this pattern:

1. edgar_company_info    → Get company overview and CIK
2. edgar_search          → Find specific filings (10-K, 10-Q, 8-K)
3. edgar_get_section     → Read MD&A, Risk Factors, etc.
4. edgar_company_facts   → Pull structured financials for comparison
5. edgar_insider_transactions → Check insider activity

Environment Variables

| Variable | Default | Description | |----------|---------|-------------| | SEC_EDGAR_USER_AGENT | mcp-edgar/0.1.0 (github url) | SEC requires a User-Agent with company name and email. Override this to identify yourself. |

Rate Limiting

The server includes a built-in rate limiter (10 requests/sec) to comply with SEC's fair access policy. No configuration needed.

Development

git clone https://github.com/cmanohar/mcp-edgar.git
cd mcp-edgar
npm install
npm run build
node dist/index.js  # runs on stdio

How It Works

This server wraps three SEC EDGAR APIs:

• Submissions API (data.sec.gov/submissions/) — company info, filing history
• XBRL API (data.sec.gov/api/xbrl/) — structured financial data
• EFTS (efts.sec.gov/LATEST/) — full-text search across all filings
• Archives (sec.gov/Archives/edgar/) — raw filing documents (HTML, XML)

All APIs are free, public, and require no authentication — just a descriptive User-Agent header.

License

MIT