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edgar-mcp

An MCP (Model Context Protocol) server that gives AI assistants direct access to SEC EDGAR filing data — financials, filings, and filing text — with no API key required.

Data comes straight from SEC's public XBRL and full-text filing endpoints, so figures are pulled directly from filed 10-Ks/10-Qs rather than relying on broker-reported fundamentals.

Tools

  • search_company(query) — look up a company by ticker or partial name, returns CIK + ticker + name matches

  • get_financials(ticker) — 6 years of annual financials from 10-K XBRL data: revenue, gross profit, operating income, net income, R&D, SG&A, EPS, assets, liabilities, debt, cash, capex, operating/free cash flow, dividends, buybacks

  • get_quarterly_financials(ticker) — last 8 quarters from 10-Q filings (revenue, operating income, net income, EPS)

  • get_filings(ticker, form_type="10-K", limit=10) — recent filings of a given type (10-K, 10-Q, 8-K, DEF 14A, S-1, Form 4, etc.) with direct URLs

  • get_filing_section(ticker, section="mda", form_type="10-K") — extracts a specific section (MD&A, Business, Risk Factors, or full text) from the most recent filing

Related MCP server: mcp-edgar

Setup

pip install -r requirements.txt

Add to your MCP client config (e.g. Claude Desktop claude_desktop_config.json, or Claude Code):

{
  "mcpServers": {
    "edgar": {
      "command": "python",
      "args": ["/path/to/edgar-mcp/server.py"]
    }
  }
}

Notes

  • No API key needed — SEC EDGAR's data is public. The server sends a descriptive User-Agent per SEC's fair-access policy; if you self-host, consider swapping in your own contact info.

  • Requests are throttled to stay under SEC's 10 requests/second limit, with in-memory caching (1hr for financials/filings, 24hr for filing text) to minimize repeat calls.

  • search_company/CIK resolution uses SEC's full ticker→CIK mapping, refreshed every 24 hours.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections. Dates show when Glama detected each change.

No tool schema history has been recorded yet.

Maintenance

ActivityStale
ResponsivenessNo issues

Resources

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