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SudiptoHaldar

SEC EDGAR MCP Server

SEC EDGAR MCP Server

A read-only Model Context Protocol server, over stdio, that takes a stock ticker, resolves it to the SEC's Central Index Key (CIK), and returns filing metadata with official EDGAR links. It exposes three tools, five resources and three prompts. No API key is needed: SEC EDGAR is public, and the server only identifies itself with a descriptive User-Agent. The server never reads, downloads or summarises filing contents; it tells you which filings exist and where they are on sec.gov.

Published on PyPI as mcp-server-edgar; Registry identity io.github.SudiptoHaldar/mcp-server-edgar.

Install and run

The server is a Python package with a console entry point. The simplest way to run it is with uv, which fetches Python 3.11 or newer when needed:

uvx mcp-server-edgar

Or install it into any environment with Python 3.11 or newer:

pip install mcp-server-edgar
mcp-server-edgar

The executable speaks MCP on stdin and stdout and is meant to be launched by an MCP client, so on its own it waits for a client. To try it interactively, use the MCP Inspector:

npx -y @modelcontextprotocol/inspector uvx mcp-server-edgar

Related MCP server: Ticker Scout MCP server

Configure your MCP client

Claude Desktop and most other JSON-configured clients take an mcpServers entry. The optional env block sets the SEC fair-access contact (see Configuration):

{
  "mcpServers": {
    "sec-edgar": {
      "command": "uvx",
      "args": ["mcp-server-edgar"],
      "env": {
        "MCP_EDGAR_USER_AGENT": "acme-research/1.0 (ops@acme.example)"
      }
    }
  }
}

Claude Code:

claude mcp add sec-edgar -- uvx mcp-server-edgar

Tools

All three tools are read-only and return a JSON object whose status field says what happened (see Results and errors). Years always refer to the filing date, the day the SEC received a filing, never to the period the filing covers.

get_latest_filing — Latest SEC filing

Newest filing for a ticker, optionally restricted to given form types.

Argument

Type

Default

Meaning

ticker

string

required

Stock ticker, e.g. AAPL; case and surrounding spaces are ignored; BRK.B and BRK-B are equivalent

forms

list of strings

all forms

Exact form types, case-insensitive: ["10-K"] matches 10-K but not 10-K/A

cik

string or integer

none

SEC CIK (1–10 digits), only after an ambiguous answer, to pick one of the listed candidates; it must be listed under the ticker

Example call get_latest_filing("AAPL", ["10-K"]); result abridged, values as of 2026-11-01:

{
  "status": "ok",
  "company": {"cik": "0000320193", "name": "Apple Inc.", "ticker": "AAPL", "exchange": "Nasdaq"},
  "forms": ["10-K"],
  "filing": {
    "form": "10-K",
    "filing_date": "2025-10-31",
    "report_date": "2025-09-27",
    "accession_number": "0000320193-25-000079",
    "filing_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/0000320193-25-000079-index.htm",
    "primary_document_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm"
  },
  "message": "Newest 10-K by Apple Inc. (AAPL): filed 2025-10-31."
}

filing is null when the company has no filing of the requested forms.

list_filings_by_year — Filings by year

Every filing a company submitted during one calendar year, newest first, in pages.

Argument

Type

Default

Meaning

ticker

string

required

As above

year

integer

required

Calendar year of the filing date, 1993 or later; a future year returns an empty list

forms

list of strings

all forms

As above

limit

integer

100

Page size; larger values are clamped to the server's cap

offset

integer

0

Filings to skip; pass the previous result's next_offset

cik

string or integer

none

As above

The year is the filing year, not the fiscal year: Apple's 10-K for the fiscal year ending September 2025 was filed on 2025-10-31, so it belongs to year=2025; a 10-K filed in January 2026 for a fiscal year 2025 belongs to year=2026. Older years are served from the SEC's history files automatically.

Example call list_filings_by_year("AAPL", 2025, ["10-K", "10-Q"]); result abridged, values as of 2026-11-01:

{
  "status": "ok",
  "company": {"cik": "0000320193", "name": "Apple Inc.", "ticker": "AAPL", "exchange": "Nasdaq"},
  "year": 2025,
  "forms": ["10-K", "10-Q"],
  "limit": 100,
  "offset": 0,
  "total_count": 4,
  "returned_count": 4,
  "next_offset": null,
  "filings": [
    {
      "form": "10-K",
      "filing_date": "2025-10-31",
      "report_date": "2025-09-27",
      "accession_number": "0000320193-25-000079",
      "filing_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/0000320193-25-000079-index.htm",
      "primary_document_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm"
    }
  ],
  "message": "Apple Inc. (AAPL): 4 filings of form 10-K, 10-Q with a filing date in 2025."
}

To page, call again with offset set to next_offset until it is null. Pages never overlap. A year with no filings is ok with total_count 0.

list_form_types — EDGAR form types

The EDGAR submission-type codes filed in recent quarters, most common first. Use it to learn which values forms accepts: form is exactly the code EDGAR uses (10-K, 10-K/A, SCHEDULE 13G/A, 424B2, NPORT-P).

Argument

Type

Default

Meaning

query

string

none

Case-insensitive text matched against the code and its description; "10-K" lists 10-K, 10-K/A, 10-KT, …; "/A" lists amendments

limit

integer

100

Entries per page

offset

integer

0

Entries to skip; pass the previous next_offset

The catalogue is a snapshot bundled with the package, counted over the four completed quarters before the release and refreshed with each release; catalogue.generated_on and catalogue.quarters say which. Calling it makes no request to the SEC. description and topics come from the SEC Forms List when the form number is known, otherwise null.

Example call list_form_types("10-K"); result abridged, values as of 2026-11-01:

{
  "status": "ok",
  "query": "10-K",
  "total_count": 6,
  "returned_count": 6,
  "next_offset": null,
  "catalogue": {"generated_on": "2026-11-01", "quarters": ["2025Q4", "2026Q1", "2026Q2", "2026Q3"]},
  "form_types": [
    {"form": "10-K", "description": "Annual report pursuant to Section 13 or 15(d)", "amendment": false, "filings": 6723},
    {"form": "10-K/A", "description": "Annual report pursuant to Section 13 or 15(d)", "amendment": true, "filings": 616}
  ],
  "message": "6 form types match '10-K' in 2025Q4-2026Q3."
}

Results and errors

Every tool answers with a JSON object. Anticipated conditions are reported in status, never as a protocol error, so a client can act on them:

status

Meaning

Also carries

ok

The request succeeded

company, and filing / filings / form_types as shown above

not_found

No SEC issuer is listed under the ticker

—

ambiguous

Several issuers share the ticker; none is chosen

candidates: list of {cik, name, ticker, exchange}; call again with the chosen cik

invalid_input

An argument was rejected before any request was made

field: the offending argument

upstream_error

SEC EDGAR did not answer in time, was rate-limited or returned bad data

retryable (boolean) and retry_after_seconds (may be null)

Every object also carries a one-line message. A filing record always has form, filing_date, report_date (the period covered, context only, may be null), accession_number and filing_url (the official filing index page on sec.gov); primary_document_url points at the main document when the SEC lists one and the file name is safe, otherwise it is null.

Resources

Clients that can attach resources as context may read these JSON documents directly, without a tool call. They are built by the same code path as the tools, so a resource and its tool always agree.

URI

Payload

edgar://companies/{ticker}/profile

{cik, name, ticker, exchange, tickers}: the issuer's identity plus every ticker the SEC lists under that CIK (GOOGL → ["GOOGL", "GOOG"])

edgar://companies/{ticker}/latest

{company, filing}: exactly the company and filing of get_latest_filing(ticker); filing is null when the issuer has none

edgar://issuers/{cik}/profile

The profile addressed by CIK (any 1–10-digit spelling)

edgar://issuers/{cik}/latest

The latest filing addressed by CIK

edgar://form-types

{catalogue, form_types}: the whole bundled catalogue, unpaged

Use the edgar://issuers/{cik}/… routes when a ticker is ambiguous; the CIK must be listed in the SEC ticker map. Resources have no status envelope: an unknown ticker, a malformed or unlisted CIK or an unmatched URI is a resource-not-found error, and an ambiguous ticker or an SEC outage is a resource error, each carrying the same message text the tools use.

Prompts

Prompts are reusable instructions a person selects from the client's prompt menu; the client inserts the rendered text and the model then uses the tools. They carry no live data.

Prompt

Title

Arguments

The rendered text asks the model to

review_latest_filing

Review latest SEC filing

ticker (required)

call get_latest_filing, cite the form and filing_date, link filing_url, treat report_date as the period covered, separate what the filing states from interpretation

review_filings_by_year

Review filings for a calendar year

ticker, year (both required)

call list_filings_by_year, page with offset = next_offset until null, group by form type, summarise the year, link every item

explain_form_types

Explain EDGAR form types

query (optional)

call list_form_types, explain the common codes, note that /A means amendment and that the catalogue is a dated snapshot

Every prompt ends with the same guardrails: metadata and official sec.gov links only, the server does not read filing contents, cite the EDGAR link for every filing, give no investment advice, and on an ambiguous answer ask which issuer is meant before calling again with that cik.

Configuration

All settings are environment variables with defaults. Unset or empty values take the default; a bad value stops startup with exit code 1 and one line on stderr naming the variable.

Variable

Default

Accepted

Purpose

MCP_EDGAR_USER_AGENT

mcp-server-edgar/<version> (sudiptokanti@yahoo.com)

non-empty, must contain @

SEC fair-access identification with a maintainer contact; set your own

MCP_EDGAR_TIMEOUT_SECONDS

30

number > 0

HTTP timeout for SEC requests

MCP_EDGAR_TICKER_MAP_TTL_SECONDS

86400

integer ≥ 0 (0 = no cache)

Cache lifetime of the SEC ticker map

MCP_EDGAR_SUBMISSIONS_TTL_SECONDS

3600

integer ≥ 0

Cache lifetime of a company's submissions

MCP_EDGAR_PAGE_CAP

100

integer 1..1000

Largest page list_filings_by_year and list_form_types return

MCP_EDGAR_MAX_REQUESTS_PER_SECOND

10

integer 1..10

Request ceiling; the SEC allows at most 10 requests per second and the server cannot be set higher

MCP_EDGAR_LOG_LEVEL

INFO

DEBUG, INFO, WARNING, ERROR, CRITICAL

Log level

The SEC asks every automated client to identify itself with a contact address, so set MCP_EDGAR_USER_AGENT to your own product name and e-mail. Logs go to stderr only; stdout carries the protocol.

How it uses SEC EDGAR

  • Ticker to CIK: https://www.sec.gov/files/company_tickers_exchange.json, cached for a day. One ticker listed under several CIKs is reported as ambiguous; one CIK with several tickers (GOOGL, GOOG) is one issuer.

  • Filings: https://data.sec.gov/submissions/CIK##########.json (CIK zero-padded to ten digits), cached for an hour. Older years are read from the history files the submissions document lists, and only those whose date range overlaps the requested year.

  • Links: the filing index page …/Archives/edgar/data/<cik>/<accession>/<accession>-index.htm is always returned; the primary document link is built from the SEC's file name after rejecting anything that is not a plain file name.

  • Fair access: at most 10 requests per second, a descriptive User-Agent, in-memory caching per process, and bounded retries with backoff on HTTP 429 and transient 5xx responses. When the SEC still does not answer, the tool returns upstream_error with a retry hint rather than an empty result. See the SEC's EDGAR API documentation.

Known limits

  • Metadata and links only: no filing contents, no XBRL financial facts, no summaries, no investment advice.

  • year means the calendar year the SEC received the filing, not the fiscal year it reports on.

  • Years before 1993 (the start of electronic filing) are rejected as invalid_input.

  • Only issuers in the SEC ticker map can be looked up; funds and private filers without a listed ticker are out of scope, and the server never queries an arbitrary CIK.

  • The form-type catalogue is a snapshot taken before each release, not a live list.

  • Transport is stdio only; there is no HTTP endpoint and no authentication.

  • Caches live in memory for the lifetime of one server process.

  • This project is not affiliated with or endorsed by the U.S. Securities and Exchange Commission.

Development

git clone https://github.com/SudiptoHaldar/mcp_server_edgar
cd mcp_server_edgar
uv sync
uv run pytest -q                                  # unit tests never touch the network
uv run pytest -q -m live                          # opt-in checks against the real SEC
uv run ruff check .
uv run mcp dev src/mcp_edgar/server.py            # MCP Inspector GUI
uv run python scripts/inspector_checklist.py      # 27-row CLI checklist (needs Node and network)

Before a release, refresh the bundled form-type catalogue, then build:

uv run python scripts/refresh_form_types.py
uv build

Issues and pull requests: https://github.com/SudiptoHaldar/mcp_server_edgar/issues.

License

MIT, see LICENSE. SEC EDGAR data is public domain and is served here under the SEC's fair-access rules.

Available Tools

3 tools
get_latest_filingLatest SEC filingA
Read-onlyIdempotent

Newest SEC filing for a stock ticker, with official EDGAR links.

Resolves the ticker to its SEC CIK and returns the filing with the latest filing_date (the date the SEC received it). forms restricts the search to exact form types, case-insensitive: ["10-K"] matches 10-K but not 10-K/A; omit it to consider every form. report_date (the period the filing covers) is returned as context only, so a 10-K filed in January 2026 for the fiscal year ending September 2025 has a 2026 filing_date.

Args: ticker: Stock ticker symbol, e.g. "AAPL". Case and surrounding whitespace are ignored; BRK.B and BRK-B are equivalent. forms: Optional list of SEC form types, e.g. ["10-K", "10-Q"]. cik: Optional SEC CIK (1-10 digits, string or integer) to pick one issuer when a previous call returned "ambiguous"; it must be listed under ticker.

Returns: A JSON object whose status is one of: - "ok": company {cik, name, ticker, exchange}, forms (normalised list or null), filing {form, filing_date, report_date, accession_number, filing_url, primary_document_url} or null when the company has no filing of those forms; filing_url (the filing index page) is always present, primary_document_url may be null. - "not_found": no SEC issuer is listed under ticker. - "ambiguous": several issuers share the ticker; candidates lists them (cik, name, ticker, exchange) and none is chosen; call again with the chosen cik. - "invalid_input": field names the rejected argument (ticker, forms or cik). - "upstream_error": SEC EDGAR did not answer; retryable tells whether a retry may help and retry_after_seconds when (may be null). Every object carries a one-line message.

Example: get_latest_filing("AAPL", ["10-K"]) returns Apple's most recent annual report.

NameRequiredDescriptionDefault
cikNo
formsNo
tickerYes

Output Schema

NameRequiredDescription

No output parameters

TDQS

A4.7/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

The description goes well beyond the annotations by documenting the full status model (`ok`, `not_found`, `ambiguous`, `invalid_input`, `upstream_error`), retry behavior, ambiguity handling, and the distinction between `filing_date` and `report_date`. It is consistent with the read-only, open-world, idempotent annotations and adds substantial operational context.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The definition is front-loaded with the purpose, then parameters, statuses, and an example, so an agent can scan it efficiently. It is somewhat long and includes a detailed Returns section even though an output schema exists, but the structure remains purposeful and readable.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given a read-only open-world lookup with three parameters and an output schema, the description covers the purpose, all parameter semantics, ambiguity resolution, error handling, and return statuses. An agent has enough context to call it correctly and interpret edge cases.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%, so the description must carry all parameter meaning, and it does: `ticker` normalization and `BRK.B`/`BRK-B` equivalence, `forms` exact and case-insensitive matching, and `cik` digit/type/ambiguity constraints. This is comprehensive beyond what the bare schema provides.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states a specific verb and resource: retrieve the newest SEC filing for a ticker, resolve it to a CIK, and return official EDGAR links. The singular 'latest filing' framing clearly distinguishes it from the sibling listing tools, which are oriented around year and form-type enumeration.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

It gives concrete usage context for optional parameters: `forms` restricts exact form types and should be omitted to consider all forms, while `cik` is for disambiguating a prior `"ambiguous"` result. It does not explicitly compare against the sibling tools, so it stops short of full when/when-not/alternatives guidance.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

list_filings_by_yearFilings by yearA
Read-onlyIdempotent

Filings a company submitted to the SEC during one calendar year, newest first, paged.

year selects filings by filing_date, the date the SEC received the filing, not by report_date (the period the filing covers): a 10-K for the fiscal year ending September 2025 that was filed in January 2026 belongs to year=2026. forms restricts the list to exact form types, case-insensitive (["10-K"] matches 10-K but not 10-K/A). Older years are served from the SEC's history files automatically.

Args: ticker: Stock ticker symbol, e.g. "AAPL"; case and surrounding whitespace are ignored. year: Calendar year of the filing date, 1993 or later; a future year returns an empty list. forms: Optional list of SEC form types, e.g. ["10-K", "10-Q"]; omit it for every form. limit: Page size (default 100); larger values are clamped to the server's cap. offset: Filings to skip, for paging; pass the previous result's next_offset. cik: Optional SEC CIK (1-10 digits, string or integer) to pick one issuer when a previous call returned "ambiguous"; it must be listed under ticker.

Returns: A JSON object whose status is one of: - "ok": company {cik, name, ticker, exchange}, year, forms, limit (the effective page size), offset, total_count, returned_count, next_offset (null on the last page), filings (newest first; each has form, filing_date, report_date, accession_number, filing_url, primary_document_url). An empty year is "ok" with total_count 0. - "not_found": no SEC issuer is listed under ticker. - "ambiguous": several issuers share the ticker; candidates lists them; call again with the chosen cik. - "invalid_input": field names the rejected argument (ticker, year, forms, limit, offset or cik). - "upstream_error": SEC EDGAR did not answer; retryable says whether to retry. Every object carries a one-line message. Page with offset=next_offset until null.

Example: list_filings_by_year("AAPL", 2025, ["10-K", "10-Q"]) lists Apple's 2025 reports.

NameRequiredDescriptionDefault
cikNo
yearYes
formsNo
limitNo
offsetNo
tickerYes

Output Schema

NameRequiredDescription

No output parameters

TDQS

A4.7/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Well beyond the readOnly/openWorld/idempotent annotations, it discloses paging protocol (`offset=next_offset` until null), limit clamping, automatic use of SEC history files for older years, empty-year behavior, and the full status taxonomy including which status is retryable.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Front-loaded summary followed by clearly labeled Args/Returns/Example sections, so length is manageable. The Returns block partly restates the existing output schema, which is the main redundancy, but the rest of the text earns its space with semantics not found elsewhere.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a six-parameter, open-world read tool with no schema descriptions, the definition covers input semantics, paging, ambiguity resolution, and error handling. Output schema exists, so the extra return documentation is a bonus rather than a gap.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%, so the description carries the full burden, and it does: ticker normalization, year lower bound 1993 and future-year empty result, forms exact/case-insensitive matching, limit clamping, offset paging, and the constraint that `cik` must be listed under `ticker`. Every one of the six parameters gets meaning the bare schema lacks.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb and resource (filings a company submitted to the SEC), scopes it to one calendar year, and declares ordering (newest first) and paging. An agent can immediately separate this from get_latest_filing or list_form_types.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Gives concrete selection rules: `year` keys off filing_date not report_date (with a worked 10-K example), `forms` is exact match and case-insensitive, and `cik` is the fallback when a prior call returned `ambiguous`. It does not explicitly contrast itself against the sibling get_latest_filing, so it stops just short of a 5.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

list_form_typesEDGAR form typesA
Read-onlyIdempotent

EDGAR form types (submission-type codes) filed in recent quarters, most common first.

Use this to learn which values the forms argument of get_latest_filing and list_filings_by_year accepts: form is exactly the code EDGAR uses (10-K, 10-K/A, SCHEDULE 13G/A, 424B2, NPORT-P). The list is a snapshot bundled with the server (see catalogue.generated_on and catalogue.quarters); filings counts filings of that type over those quarters; description and topics come from the SEC Forms List when the form number is known, otherwise null. Amendments end with /A. No request is made to the SEC.

Args: query: Optional case-insensitive text matched against the code and description ("10-K" lists 10-K, 10-K/A, 10-KT, ...; "/A" lists amendments). limit: Maximum entries per page (default 100; clamped to the server's cap). offset: Entries to skip, for paging; pass the previous result's next_offset.

Returns: A JSON object whose status is one of: - "ok": query, limit, offset, total_count, returned_count, next_offset (null on the last page), catalogue {generated_on, quarters, sources}, form_types (each: form, description, amendment, filings, topics). - "invalid_input": field names the rejected argument (query, limit or offset). Every object carries a one-line message.

Example: list_form_types("13G") lists the Schedule 13G submission types and their counts.

NameRequiredDescriptionDefault
limitNo
queryNo
offsetNo

Output Schema

NameRequiredDescription

No output parameters

TDQS

A4.9/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Despite annotations already marking this as read-only and idempotent, the description adds substantial context: the list is a bundled snapshot, `catalogue.generated_on` and `catalogue.quarters` identify its vintage, `filings` counts are scoped to those quarters, and no request is made to the SEC. It also explains null descriptions/topics and that amendments end with `/A`.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured and front-loaded, moving from purpose to usage to argument details and examples. It is somewhat long, especially the Returns section, which partly duplicates the existing output schema, but almost every sentence adds useful information.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given three optional parameters, an output schema, and annotations covering safety, the description is complete. It covers purpose, usage, argument semantics, snapshot provenance, result shape, error status, and paging behavior.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%, so the description must carry parameter meaning, and it does. It explains `query` as case-insensitive matching against code and description with examples, `limit` as page size with a server-side cap, and `offset` as paging tied to `next_offset`.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states a specific verb and resource: list EDGAR form types (submission-type codes) filed in recent quarters, ordered most common first. It also distinguishes the tool from siblings by explaining that it provides the accepted values for the `forms` argument of `get_latest_filing` and `list_filings_by_year`.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

It explicitly tells the agent when to use this tool: to learn which values the `forms` argument accepts, with concrete examples such as `10-K` and `/A`. It also routes the agent by naming the sibling tools that consume these form codes.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

  1. 3 tool updatesv0.1.0
    • First observedget_latest_filing
    • First observedlist_filings_by_year
    • First observedlist_form_types

TDQS

A4.6/5.0

Scored across 3 tools

Disambiguation4/5

The three tools target distinct operations: newest filing, per-year paged listing, and a form-type reference catalogue. There is mild overlap in that a 'latest filing' could be approximated by a year listing with limit=1, but the descriptions make the boundaries (single newest vs. paged by calendar year vs. metadata lookup) clear enough that misselection is unlikely.

Naming Consistency5/5

All three names follow a consistent snake_case verb_object pattern (get_latest_filing, list_filings_by_year, list_form_types). The prepositional qualifier in list_filings_by_year is a parameter hint rather than a convention break, and the resource nouns are coherent.

Tool Count4/5

Three tools is on the lean side, but the domain (filing discovery) is narrow and each tool earns its place: latest filing, historical listing, and form-type validation. It sits at the low end of the healthy 3-15 range rather than being padded or trivial.

Completeness3/5

Coverage of filing discovery is good and uniform (status/error/ambiguity handling is consistent across calls), but there are notable gaps: no company lookup by name, no date-range query beyond a single calendar year, and no way to retrieve filing document content (only URLs). Agents must leave the server to read a filing, which is a real dead end for many workflows.

Maintenance

ActivityMaintained
ResponsivenessNo issues

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