Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@edgar-mcpFind the revenue and net income for Apple in their most recent 10-K filing"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
edgar-mcp
SEC EDGAR financial data for your AI agent.
What your AI can do
get_filings: fetch filing metadata (10-Q/10-K/8-K earnings release references)get_financials: fetch full period facts (inline JSON or local file output)get_metric: fetch a specific metric/tag for a periodlist_metrics: list candidate metrics/tags in a filing periodsearch_metrics: fuzzy-search metrics by natural-language queryget_filing_sections: extract filing narrative sections/tables (inline or file output)
Install
Configuration
EDGAR_API_KEY(required): API key for EDGAR Financial APIEDGAR_API_URL(optional): defaults tohttps://www.financialmodelupdater.comEDGAR_MCP_OUTPUT_DIR(optional): path foroutput="file"responsesdefault:
./exports/file_outputfrom current working directoryfallback:
~/.cache/edgar-mcp/file_output
Run
Claude Code config snippet:
Requirements
Python 3.11+
EDGAR API key