Server Details
Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.
- Status
- Healthy
- Last Tested
- Transport
- Streamable HTTP
- URL
- Repository
- cyanheads/secedgar-mcp-server
- GitHub Stars
- 0
See and control every tool call
Available Tools
5 toolssecedgar_company_searchSecedgar Company SearchRead-onlyIdempotentInspect
Find companies and retrieve entity info with optional recent filings. Entry point for most EDGAR workflows — resolve tickers, names, or CIKs to entity details.
| Name | Required | Description | Default |
|---|---|---|---|
| query | Yes | Company ticker symbol (e.g., "AAPL"), name (e.g., "Apple"), or CIK number (e.g., "320193"). Ticker is the fastest lookup. Name search does fuzzy matching. | |
| form_types | No | Filter filings to specific form types (e.g., ["10-K", "10-Q", "8-K"]). Without this, returns all form types. | |
| filing_limit | No | Maximum number of filings to return. | |
| include_filings | No | Include recent filings in the response. Set to false for entity-info-only lookups. |
Output Schema
| Name | Required | Description |
|---|---|---|
| cik | Yes | Central Index Key, zero-padded to 10 digits. |
| sic | Yes | SIC industry code. |
| name | Yes | SEC-conformed company name. |
| filings | No | Recent filings, filtered by form_types if specified. |
| tickers | Yes | Associated ticker symbols. |
| exchanges | Yes | Exchanges where listed. |
| total_filings | No | Total filings matching the filter (may exceed filing_limit). |
| fiscal_year_end | Yes | Fiscal year end (MMDD format). |
| sic_description | Yes | Human-readable SIC description. |
| state_of_incorporation | No | State of incorporation. |
secedgar_compare_metricSecedgar Compare MetricRead-onlyIdempotentInspect
Compare a financial metric across all reporting companies for a specific period. Uses the same friendly concept names as secedgar_get_financials (e.g., "revenue", "assets").
| Name | Required | Description | Default |
|---|---|---|---|
| sort | No | Sort direction. "desc" for highest values first (typical for revenue, assets). "asc" for lowest values. | desc |
| unit | No | Unit of measure. Use "USD-per-shares" for EPS, "shares" for share counts, "pure" for ratios. | USD |
| limit | No | Number of companies to return. | |
| period | Yes | Calendar period. Formats: "CY2023" — full year 2023 (duration, for income statement items) "CY2024Q2" — Q2 2024 (duration, for quarterly income items) "CY2023Q4I" — Q4 2023 instant (balance sheet items like assets, cash) Use duration periods (no I suffix) for income/cash flow items. Use instant periods (I suffix) for balance sheet items. | |
| concept | Yes | Financial concept — same friendly names as secedgar_get_financials (e.g., "revenue", "assets", "eps_basic") or raw XBRL tag. |
Output Schema
| Name | Required | Description |
|---|---|---|
| data | Yes | Ranked companies for this metric. |
| unit | Yes | Unit of measure. |
| label | Yes | Human-readable concept label. |
| period | Yes | Calendar period. |
| concept | Yes | XBRL tag used. |
| total_companies | Yes | Total companies reporting this metric for this period. |
secedgar_get_filingSecedgar Get FilingRead-onlyIdempotentInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
| cik | No | Company CIK. Optional but recommended — speeds up URL construction. If omitted, derived from the accession number prefix. | |
| document | No | 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. | |
| content_limit | No | 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 200,000 for full financial statements, or decrease for quick summaries. | |
| accession_number | Yes | Filing accession number in either format: "0000320193-23-000106" (dashes) or "000032019323000106" (no dashes). Obtained from secedgar_company_search or secedgar_search_filings results. |
Output Schema
| Name | Required | Description |
|---|---|---|
| cik | Yes | Company CIK. |
| form | Yes | Form type. |
| content | Yes | Document text content, truncated to content_limit. |
| documents | Yes | All documents in this filing. Use the name field with the document input param to fetch exhibits. |
| filing_url | Yes | Direct URL to the filing on SEC.gov. |
| filing_date | Yes | Date filed. |
| company_name | Yes | Filing entity name. |
| period_ending | No | Period of report. |
| accession_number | Yes | Filing accession number. |
| primary_document | Yes | Primary document filename. |
| content_truncated | Yes | True if content was truncated. |
| content_total_length | Yes | Full document length before truncation. |
secedgar_get_financialsSecedgar Get FinancialsRead-onlyIdempotentInspect
Get historical XBRL financial data for a company. Accepts friendly concept names (e.g., "revenue", "net_income", "assets") or raw XBRL tags. Automatically handles historical tag changes and deduplicates data. See secedgar://concepts for available names.
| Name | Required | Description | Default |
|---|---|---|---|
| company | Yes | Ticker symbol (e.g., "AAPL") or CIK number. Ticker is preferred. | |
| concept | Yes | 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 handle historical tag changes. See secedgar://concepts for the full list of supported names and mappings. | |
| taxonomy | No | XBRL taxonomy. us-gaap for US companies, ifrs-full for foreign filers, dei for entity info (shares outstanding). | us-gaap |
| period_type | No | Filter to annual (FY) or quarterly (Q1-Q4) data. "all" returns both. | annual |
Output Schema
| Name | Required | Description |
|---|---|---|
| cik | Yes | Company CIK. |
| data | Yes | Deduplicated time series, newest first. |
| unit | Yes | Unit of measure (e.g., "USD", "shares", "USD/shares"). |
| label | Yes | Human-readable label for the concept. |
| company | Yes | Company name. |
| concept | Yes | XBRL tag name used. |
| tags_tried | No | XBRL tags that were attempted (shown when using friendly names that map to multiple tags). |
| description | No | XBRL taxonomy description. |
secedgar_search_filingsSecedgar Search FilingsRead-onlyIdempotentInspect
Full-text search across all EDGAR filing documents since 1993. Supports exact phrases, boolean operators, wildcards, and entity targeting (ticker:AAPL or cik:320193 in query).
| Name | Required | Description | Default |
|---|---|---|---|
| forms | No | Filter to specific form types (e.g., ["10-K", "10-Q", "8-K"]). Without this, searches all form types. | |
| limit | No | Results per page. Max 100. Default 20 to keep responses concise. | |
| query | Yes | Full-text search query. Supports: exact phrases ("material weakness"), boolean operators (revenue OR income), exclusion (-preliminary), wildcard suffix (account*), entity targeting (ticker:AAPL or cik:320193 in the query). Terms are AND'd by default. | |
| offset | No | Pagination offset. Increment by limit for next page. Hard cap at 10,000 total results. | |
| end_date | No | End of date range (YYYY-MM-DD). Both start_date and end_date must be provided for date filtering. | |
| start_date | No | Start of date range (YYYY-MM-DD). Both start_date and end_date must be provided for date filtering. |
Output Schema
| Name | Required | Description |
|---|---|---|
| total | Yes | Total matching filings (capped at 10,000). |
| results | Yes | Matching filings. |
| total_is_exact | Yes | False when total hits the 10,000 cap. |
| form_distribution | No | Count of results by form type. Helps narrow follow-up searches. |
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