edgar-mcp
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-mcpShow me Apple's annual financials"
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
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 matchesget_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, buybacksget_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 URLsget_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: Signal8 MCP Server
Setup
pip install -r requirements.txtAdd 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-Agentper 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.
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