Provides a Python client interface for connecting to the SEC MCP server to access SEC EDGAR data programmatically through async API operations.
SEC MCP 📊
A Server-Sent Events (SSE) Model Context Protocol server for SEC EDGAR data access. Enables both remote and local connections to retrieve SEC filing data, company information, and financial facts.
Integrations: Claude Desktop • Cursor • Cline • Roo Coder
📋 Table of Contents
Overview
SEC MCP provides a streamlined interface to access SEC EDGAR data through the Model Context Protocol. It supports real-time data streaming via SSE, making it ideal for both local development and remote deployment scenarios.
Built with Python and the MCP framework, this server enables seamless integration with AI assistants and other tools that support the Model Context Protocol.
Features
- 🔍 Company Search - Search for companies by name, CIK, or ticker
- 📄 Filing Access - Download and retrieve SEC filings
- 📊 Financial Data - Access company facts and concept data
- 🚀 SSE Support - Real-time data streaming for remote connections
- ⚡ Async Operations - High-performance async API client
- 🔒 Rate Limiting - Built-in rate limiting for SEC compliance
Installation
Usage
Run the MCP server using uv:
The server will start on the specified port, ready to accept both local and remote SSE connections.
🚀 Claude Desktop Integration
✨ Quick Setup (3 steps)
- Install SEC-MCP
- Configure Claude DesktopOpen your Claude Desktop configuration file:
- macOS:
~/Library/Application Support/Claude/claude_desktop_config.json
- Windows:
%APPDATA%\Claude\claude_desktop_config.json
Add this configuration:
💡 Important: Replace
/path/to/SEC-MCP
with your actual installation path - macOS:
- Restart Claude DesktopThat's it! The SEC EDGAR tools are now available in your conversations.
🎯 Verify Installation
Type any of these in Claude to see the tools in action:
- "Search for Apple's SEC filings"
- "Get Tesla's financial data"
- "Show me Microsoft's recent 10-K"
🛠️ Alternative Setup Methods
If you prefer not to use the shell script, you can configure Claude Desktop directly:
Find your
uv
path with:which uv
For remote access or advanced setups:
- Start the server:
- Configure Claude Desktop:
🔧 Troubleshooting
If you encounter issues:
- Enable Developer Mode (for detailed logs):Then use
Cmd+Option+Shift+I
in Claude Desktop to see logs. - Check Logs:
- Common Issues:
- "spawn ENOENT": The path to
uv
or the script is incorrect - "No module named...": Working directory (
cwd
) is incorrect - Server disconnects: Check that all dependencies are installed with
uv sync
- "spawn ENOENT": The path to
🔌 IDE & Code Assistant Integrations
💻 Cursor IDE Integration
Cursor is an AI-powered IDE that supports MCP servers natively.
- Open Cursor Settings
- Press
Cmd+,
(macOS) orCtrl+,
(Windows/Linux) - Navigate to
Features
→MCP Servers
- Press
- Add SEC-MCP Configuration
- Restart Cursor
- The SEC tools will be available in Cursor's AI assistant
- Type
@SEC-MCP
to access the tools directly
Usage Example:
🤖 Cline (VS Code Extension) Integration
Cline is a powerful VS Code extension that brings Claude to your IDE.
- Install Cline Extension
- Open VS Code
- Go to Extensions (Cmd+Shift+X)
- Search for "Cline" and install
- Configure MCP Server
- Open VS Code settings (Cmd+,)
- Search for "Cline MCP"
- Add to
cline.mcpServers
:
- Access SEC Tools
- Open Cline chat (Cmd+Shift+P → "Cline: Open Chat")
- SEC tools are now available in your coding sessions
Usage Example:
🦘 Roo Coder Integration
Roo Coder is an AI coding assistant that supports MCP protocol.
- Install Roo Coder
- Configure MCP Server
Create or edit
~/.roo-coder/config.json
: - Launch Roo Coder
Usage Example:
📊 Integration Comparison
Feature | Claude Desktop | Cursor IDE | Cline (VS Code) | Roo Coder |
---|---|---|---|---|
Setup Difficulty | ⭐ Easy | ⭐ Easy | ⭐⭐ Medium | ⭐⭐ Medium |
Native MCP Support | ✅ Yes | ✅ Yes | ✅ Yes | ✅ Yes |
Configuration Location | JSON file | Settings UI | VS Code Settings | Config file |
Best For | General AI chat | AI-powered coding | VS Code users | Terminal users |
Platform | macOS, Windows | macOS, Windows, Linux | All platforms | All platforms |
⚡ Quick Integration Tips
- All IDEs: Ensure the full path to
start-mcp.sh
is used - Windows Users: Use forward slashes in paths or escape backslashes
- Permissions: Make sure
start-mcp.sh
is executable (chmod +x start-mcp.sh
) - Python Environment: The shell script handles
uv
environment automatically - Testing: Use the verification examples in each section to test your setup
Available Tools
- search_companies - Search for companies by name, CIK, or ticker
- get_company_submissions - Retrieve all SEC submissions for a company
- get_company_facts - Get standardized company facts data
- get_company_concept - Access specific XBRL concepts for a company
- download_filing - Download filing documents by URL
Example Client Connection
API Examples
Search Companies
Get Company Filings
Access Financial Data
Configuration
The server accepts the following command-line arguments:
--port
- Port number for the SSE server (default: 8000)--host
- Host address to bind to (default: localhost)--transport
- Transport type:stdio
orsse
(default: sse)
Requirements
- Python 3.9+
- uv package manager
- Dependencies managed via
pyproject.toml
Development
License
MIT License - see LICENSE file for details
Author
Created by Luis Angel Rincon
Contributing
Contributions are welcome! Please feel free to submit a Pull Request.
Acknowledgments
Built using the Model Context Protocol (MCP) and SEC EDGAR API.
This server cannot be installed
A Server-Sent Events Model Context Protocol server that enables both remote and local connections to retrieve SEC filing data, company information, and financial facts from the SEC EDGAR database.
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