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SEC EDGAR Insider Trades & Financials

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SEC EDGAR for agents: Form 4 insider trades, cluster buys, filings, XBRL financials and search.

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Status
Healthy
Uptime
100.0% over the last 24 hours
Last Tested
Transport
Streamable HTTP · MCP 2025-11-25
URL
Repository
monriah-studio/sec-edgar-mcp-remote
GitHub Stars
0
Server Listing
SEC EDGAR Insider Trades & Financials
ChatGPT
–
Claude
–

TDQS

A4/5.0

Scored across 7 tools

Disambiguation4/5

Most tools have clearly distinct scopes: resolve_company for ticker/CIK mapping, search_filings vs get_company_filings split by full-text vs issuer listing, and get_insider_trades vs get_market_insider_buys split by single-issuer vs market-wide. The one soft boundary is get_company_concept vs get_company_snapshot, since both return XBRL financial data, though the descriptions distinguish a single-metric time series from an aggregated key-metrics summary.

Naming Consistency5/5

All seven names use lowercase snake_case with a predictable verb_noun shape (get_*, resolve_*, search_*), and the object nouns map directly to the resources being queried. No camelCase or stylistic mixing.

Tool Count5/5

Seven tools is well within the sweet spot; each tool covers a distinct capability (resolution, filings list, full-text search, concept series, snapshot, insider trades, market buys) with no filler. Nothing feels redundant or missing at the count level.

Completeness4/5

The surface covers the common EDGAR workflows: entity resolution, filing discovery and full-text search, financial snapshots and concept drill-down, plus both issuer-level and market-wide insider activity. Minor gaps remain — no way to fetch the actual text/sections of a filing document (only URLs are returned), and no cross-company financial comparison outside the insider-buy feed.

Available Tools

7 tools
get_company_conceptHistorical values of one XBRL financial conceptA
Read-onlyIdempotent
Inspect

Time series of a single XBRL concept for a company, from SEC companyconcept data, newest first and de-duplicated by period. Examples: us-gaap NetIncomeLoss, Revenues, RevenueFromContractWithCustomerExcludingAssessedTax, Assets, EarningsPerShareDiluted, LongTermDebt, ResearchAndDevelopmentExpense; dei EntityCommonStockSharesOutstanding. Use period="annual" for fiscal years (10-K) or "quarterly" for 3-month periods.

Inputs: concept (required), ticker_or_cik (required), unit, limit, +2 more.

get_company_filingsCompany SEC filings listA
Read-onlyIdempotent
Inspect

Latest SEC filings for a company (10-K, 10-Q, 8-K with item numbers, S-1, DEF 14A, 4, 13D/G...), newest first, with filing date, report period, description and direct document URL. Filter by form types and a date range.

Inputs: ticker_or_cik (required), forms, limit, since, +1 more.

get_company_snapshotCompany financial snapshot (XBRL)A
Read-onlyIdempotent
Inspect

Key financials from a company's 10-K/10-Q XBRL data: revenue, gross profit, operating income, net income, diluted EPS, operating cash flow, total assets, liabilities, equity, cash, long-term debt and shares outstanding. Each metric has the latest annual value, prior annual value, YoY growth % and the latest reported period, plus net margin, gross margin and debt-to-equity. Values in USD as reported.

Inputs: ticker_or_cik (required).

get_insider_tradesInsider trades (Form 4) for a company or insiderA
Read-onlyIdempotent
Inspect

Recent SEC Form 4 insider transactions for one company (ticker or issuer CIK) or one insider (reporting-owner CIK). Returns a summary (open-market buy/sell counts, shares, dollar value, distinct insiders) and one row per transaction: date, insider, role, transaction code (P=open-market buy, S=sale, A=award, M=option exercise, F=tax withholding, G=gift), shares, price, value, shares owned after, 10b5-1 flag and filing link. Use side="buy" to see only open-market purchases.

Inputs: ticker_or_cik (required), side, codes, since, +3 more.

get_market_insider_buysMarket-wide insider buying and cluster buysA
Read-onlyIdempotent
Inspect

Recent open-market insider purchases (Form 4 code P) across all U.S. public companies, grouped by issuer and ranked by number of buying insiders, then dollar value. A "cluster buy" is 2+ insiders buying the same stock. Filter by look-back days, minimum total value, minimum insiders and role. Data is built from a rolling scan of recent EDGAR Form 4 filings (coverage starts at deployment, up to 30 days).

Inputs: days, role, limit, min_value, +1 more.

resolve_companyResolve ticker or CIKA
Read-onlyIdempotent
Inspect

Convert a stock ticker to its SEC CIK and company name, or a CIK to its ticker and name. Use it to get the CIK needed by search_filings.

Inputs: ticker_or_cik (required).

search_filingsEDGAR full-text searchA
Read-onlyIdempotent
Inspect

Full-text search across SEC filings since 2001 (EDGAR FTS). Supports quoted phrases ("share repurchase"), boolean OR, and filters for form types, date range and company CIKs. Returns matching filings with company, form, filing date, 8-K items and a document URL. Default range: last 365 days.

Inputs: query (required), ciks, forms, limit, +3 more.

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