SEC EDGAR MCP Server
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., "@SEC EDGAR MCP ServerShow me the latest 10-K filing for Apple"
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.
SEC EDGAR MCP Server
Access SEC filings and XBRL financial data for all publicly traded U.S. companies.
Data Available
Company Filings - 10-K (annual), 10-Q (quarterly), 8-K (current events), 4 (insider trades), etc.
Financial Data - Revenue, assets, liabilities, cash flow, and 1000+ other XBRL metrics
Company Info - CIK, ticker, SIC code, company name
Industry Comparisons - Compare financial metrics across all reporting companies
Setup
No API key required. Add to your MCP config:
{
"sec-edgar": {
"command": "node",
"args": ["/path/to/sec-edgar/dist/index.js"],
"env": {}
}
}Tools
search_companies
Search for companies by name or ticker to find their CIK.
Parameter | Required | Description |
query | Yes | Company name or ticker (e.g., "Apple", "AAPL") |
limit | No | Max results (default 20) |
Example: Find Microsoft
query: "Microsoft"get_company_filings
Get recent SEC filings for a company.
Parameter | Required | Description |
company | Yes | Ticker (AAPL), CIK (320193), or name |
formType | No | Filter by type: "10-K", "10-Q", "8-K", "4", etc. |
limit | No | Max filings (default 20) |
Example: Get Apple's annual reports
company: "AAPL"
formType: "10-K"
limit: 5Returns: Filing dates, accession numbers, and direct links to SEC documents
get_company_facts
Get all available XBRL financial metrics for a company.
Parameter | Required | Description |
company | Yes | Ticker, CIK, or name |
taxonomy | No | "us-gaap" (default), "dei", "ifrs-full" |
Returns: List of available metrics with latest values and data point counts
get_financial_metric
Get historical data for a specific financial metric.
Parameter | Required | Description |
company | Yes | Ticker, CIK, or name |
metric | Yes | XBRL tag (e.g., "Revenues", "Assets") |
taxonomy | No | "us-gaap" (default), "dei", "ifrs-full" |
Example: Get Apple's revenue history
company: "AAPL"
metric: "Revenues"get_industry_metric
Get a metric across all companies for a period (industry comparison).
Parameter | Required | Description |
metric | Yes | XBRL tag (e.g., "Revenues", "Assets") |
year | Yes | Calendar year (e.g., 2023) |
quarter | No | "Q1", "Q2", "Q3", "Q4", or omit for annual |
unit | No | "USD" (default), "shares", "pure" |
limit | No | Max companies (default 50) |
Example: Get all companies' 2023 revenues
metric: "Revenues"
year: 2023
limit: 100list_common_metrics
List commonly used XBRL financial metrics with their tags.
Parameter | Required | Description |
category | No | "income", "balance", "cash", "shares", or "all" |
Common XBRL Metrics
Income Statement
Tag | Description |
Revenues | Total revenues |
CostOfRevenue | Cost of goods sold |
GrossProfit | Gross profit |
OperatingIncomeLoss | Operating income |
NetIncomeLoss | Net income |
EarningsPerShareBasic | Basic EPS |
EarningsPerShareDiluted | Diluted EPS |
Balance Sheet
Tag | Description |
Assets | Total assets |
AssetsCurrent | Current assets |
Liabilities | Total liabilities |
StockholdersEquity | Shareholders' equity |
CashAndCashEquivalentsAtCarryingValue | Cash |
LongTermDebt | Long-term debt |
Cash Flow
Tag | Description |
NetCashProvidedByUsedInOperatingActivities | Operating cash flow |
NetCashProvidedByUsedInInvestingActivities | Investing cash flow |
NetCashProvidedByUsedInFinancingActivities | Financing cash flow |
PaymentsToAcquirePropertyPlantAndEquipment | CapEx |
Rate Limits
10 requests per second
Must include User-Agent header (built into this server)
Documentation
XBRL Taxonomy: https://xbrl.us/home/filers/sec-reporting/taxonomies/
Company Search: https://www.sec.gov/cgi-bin/browse-edgar
Resources
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