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SEC EDGAR MCP: search, preview, purchase filings. x402 USDC on Polygon. xpay + Cloud Run upstream.

Status
Healthy
Last Tested
Transport
Streamable HTTP
URL
Repository
stagproject/sec-filings-mcp
GitHub Stars
2
Server Listing
SEC EDGAR Filings MCP

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Tool DescriptionsA

Average 4.7/5 across 3 of 3 tools scored.

Server CoherenceA
Disambiguation5/5

Each tool has a distinct, non-overlapping purpose: search_filings for discovery, get_filing_sample for free preview, and purchase_filing for paid full data. Descriptions clearly differentiate them.

Naming Consistency5/5

All tool names follow a consistent verb_noun snake_case pattern (search_filings, get_filing_sample, purchase_filing), making the set predictable.

Tool Count5/5

Three tools are appropriate for this focused server: discovery, evaluation, and purchase. This is well-scoped and not overly large or small.

Completeness5/5

The tool set covers the complete workflow for accessing SEC filings: search/discover, preview sample, and purchase full data. No obvious gaps given the server's specific purpose.

Available Tools

3 tools
get_filing_sampleAInspect

Free preview of one SEC filing (agent-friendly compact row from fi_listings_portfolio_compact). [COST: $0] Includes agent_summary and financial_metrics (CompanyFacts-derived) but NOT full alpha_signals / causality_events — those ship only via purchase_filing after x402 payment. Compare with purchase_filing: sample = evaluate quality; purchase = full evidence-backed JSON.

[EXAMPLE ARGUMENTS - MAXIMAL]: {"document_id": "000000708426000023"}

ParametersJSON Schema
NameRequiredDescriptionDefault
document_idNodocument_id from search_filings. Defaults to demo ADM 10-Q (000000708426000023).

Output Schema

ParametersJSON Schema
NameRequiredDescription
resultYes
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations, the description carries the full burden. It discloses the free cost, the subset of returned data, and that full data requires payment. It does not mention authentication or rate limits, but for a preview tool this is adequate.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is concise, front-loads the purpose, and uses clear formatting with example arguments. Every sentence adds value, and there is no waste.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool has an output schema, the description appropriately focuses on what is included/excluded without needing to detail return values. It references sibling tools and provides enough context for an agent to make a correct decision.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The description adds value beyond the input schema by providing example arguments (minimal and maximal) and explaining that document_id defaults to a demo filing. Schema coverage is 100%, and the description reinforces the parameter's purpose.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it is a free preview of one SEC filing, listing exactly what is included (agent_summary, financial_metrics) and what is not (alpha_signals, causality_events). It differentiates from the sibling tool purchase_filing by specifying evaluation vs. full purchase.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explicitly tells when to use this tool: to evaluate quality before purchasing. It compares with purchase_filing, states it's free, and provides example arguments including a default demo, giving clear usage context.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

purchase_filingAInspect

Purchase and deliver one full SEC filing row from fi_listings_portfolio (MPP v1.0 x402). [COST: xpay per-call + on-chain USDC data price (see FINANCE_FILING_PRICE_USD)] Full JSON includes alpha_signals with evidence_verified causality_events and financial_metrics from SEC CompanyFacts. Do NOT return agent_bundle or internal pipeline fields.

[AGENTIC WORKFLOW — mandatory 2-step 402 flow]: STEP 1: Call with document_id and network only; leave tx_hash EMPTY. STEP 2: Broadcast the exact transaction_payload on-chain (polygon USDC default). STEP 3: Call again with the same document_id, network, and confirmed tx_hash (66 chars).

[EXAMPLE ARGUMENTS - MINIMAL (Step 1 — payment info)]: {"document_id": "000000708426000023", "network": "polygon"}

"document_id": "000000708426000023", "network": "polygon", "tx_hash": "0x1234567890abcdef1234567890abcdef1234567890abcdef1234567890abcdef" }

ParametersJSON Schema
NameRequiredDescriptionDefault
networkNoBlockchain network. Default polygon (USDC). Also supports base.polygon
tx_hashNoTransaction hash. LEAVE EMPTY on first call to receive 402 payment instructions.
document_idYesdocument_id from search_filings or get_filing_sample.

Output Schema

ParametersJSON Schema
NameRequiredDescription
resultYes
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations provided, the description fully discloses behavioral traits: the 402 payment flow, cost, return fields (including alpha_signals), and what is excluded (agent_bundle, internal pipeline fields). It also explains the two-step call pattern.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with sections for cost, workflow, and examples. It is front-loaded with the main purpose. While effective, it could be slightly more concise by removing some redundant details.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the complexity of the tool (multi-step 402 payment), the description covers all necessary context: workflow, cost, return format, constraints, and output schema via example. It is complete enough for an agent to use correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The input schema has 100% coverage, but the description adds significant meaning beyond schema: it clarifies the role of tx_hash in the workflow, provides default values for network, and offers minimal and maximal example arguments that illustrate usage.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool purchases and delivers a full SEC filing row, specifying the source (fi_listings_portfolio) and version. It distinguishes itself from sibling tools like search_filings and get_filing_sample by focusing on purchase and delivery.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides explicit step-by-step instructions for the 402 payment flow, including when to leave tx_hash empty and when to provide it. It mentions cost and network options, but does not explicitly state when not to use the tool or provide direct comparisons with siblings.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

search_filingsAInspect

PRIMARY discovery tool — lightweight catalog over 10k+ SEC filings (fi_listings_portfolio). [COST: low xpay per-call fee] Does NOT return alpha_signals, causality_events, or financial_metrics (use get_filing_sample / purchase_filing). Always returns agent_readiness_score (higher = better structured data) and edgar_url.

Required: at least one of ticker, form_type, company_name, fiscal_period, cik (avoids full-table scans).

Agent workflow after this call:

  1. Shortlist by agent_readiness_score and optional agent_one_liner

  2. get_filing_sample(document_id) — free preview

  3. purchase_filing(document_id) — paid full JSON (x402)

[EXAMPLE ARGUMENTS - MINIMAL]: {"ticker": "AAPL", "limit": 5}

"ticker": "ADM", "form_type": "10-Q", "company_name": "Archer", "fiscal_period": "2026Q1", "min_agent_readiness_score": 70, "limit": 20, "offset": 0, "include_one_liner": true }

[EXAMPLE ARGUMENTS - PAGINATION (page 2)]: {"ticker": "MSFT", "form_type": "10-K", "limit": 10, "offset": 10}

ParametersJSON Schema
NameRequiredDescriptionDefault
cikNoSEC CIK prefix (digits, e.g. 0000320193).
limitNoPage size (1–100). Default 10 keeps payloads small for LLM context.
offsetNoSkip rows for pagination (e.g. 10 for page 2 when limit=10).
tickerNoTicker prefix, case-insensitive (e.g. AAPL, MSFT). At least one filter required.
form_typeNoSEC form: 10-K, 10-Q, 8-K, etc.
company_nameNoSubstring match on company_name (e.g. Apple, Archer-Daniels).
fiscal_periodNoFiscal period label (e.g. 2026Q1, 2025FY).
include_one_linerNoIf true, adds agent_one_liner (~1 sentence) per row for triage without calling get_filing_sample. Slightly heavier response.
min_agent_readiness_scoreNoMinimum agent_readiness_score (0–100). Use 70+ for production-quality rows.

Output Schema

ParametersJSON Schema
NameRequiredDescription
resultYes
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description carries the full burden. It discloses cost ('low xpay per-call fee'), limitations (no certain data), pagination behavior, and required filters. It could be more explicit about rate limits or idempotency, but overall it is transparent.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured but somewhat verbose due to three examples. However, the structure (summary, cost, limitations, requirements, workflow, examples) is clear and each sentence adds value. The length is justified by the tool's complexity.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the complexity (9 parameters, no required, output schema exists), the description covers purpose, exclusions, cost, required filters, pagination, and integration with siblings. It mentions key output fields and the workflow, making it comprehensive.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so baseline is 3. The description adds significant value beyond schema by explaining constraints (e.g., 'Default 10 keeps payloads small for LLM context'), providing examples, and clarifying the effect of parameters like include_one_liner and min_agent_readiness_score.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it is a 'PRIMARY discovery tool' for searching SEC filings, using specific verbs and resource references. It distinguishes from siblings by explicitly stating what it does NOT return and directing to get_filing_sample/purchase_filing for other data.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides explicit when-to-use guidance: lightweight catalog vs. advanced tools. It specifies required filter conditions ('at least one of ticker, form_type...') and outlines the post-call workflow (shortlist, sample, purchase).

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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