How do I use SEC EDGAR MCP Server?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@SEC EDGAR MCP Server Show 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: 5

Returns: 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: 100

`list_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