edgar-mcp

An MCP server that gives a model working access to SEC EDGAR — company filings, filing text, and XBRL financial facts.

EDGAR will happily hand you a 9 MB filing and then throttle you for asking twice. The interesting part of this server is everything between the model and the wire.

What is actually implemented

• ticker, CIK, or company name resolves to an EDGAR identity, with ambiguous names returning candidates instead of a silent wrong guess;

• filing history spans EDGAR's overflow files, so companies past ~1000 filings don't get silently truncated to the recent page;

• filing text arrives windowed with a next_offset cursor — a 10-K is ~206K characters and does not belong in a context window whole;

• inline-XBRL scaffolding is stripped, so extracted text starts at the prose and not at 11K characters of false2025FY0000320193...;

• XBRL concepts come back as a time series, with a tag-discovery tool because nobody knows the right us-gaap tag name off the top of their head;

• one metric can be ranked across every filer for a period via the frames API;

• full-text search covers filings from 2001 onward;

• requests are paced under SEC's 10 req/s ceiling even when a model fires a parallel burst of tool calls;

• responses are cached per-host by the freshness rule that host actually supports.

flowchart LR
  M["model tool call"] --> R["resolve ticker / CIK / name"]
  R --> C{"cached?"}
  C -->|"Archives: immutable"| D["disk, no network"]
  C -->|"data.sec.gov: TTL fresh"| D
  C -->|"stale or absent"| P["pacer @ 9 req/s"]
  P --> E["EDGAR"]
  E -->|"429 / 5xx"| P
  E --> W["cache write"]
  W --> X["iXBRL strip + window"]
  D --> X
  X --> M

Related MCP server: SEC EDGAR MCP

Measured, not implied

Apple M-series, macOS, Python 3.13, live EDGAR. Reproduce with make bench.

Both the cache and pacer numbers above are post-fix. The first benchmark run reported a 3.75 MB "cache hit" that was really a full re-download, and 19 requests inside a one-second window against a 10 req/s limit. See DESIGN.md.

Where it loses

• Freshness on data.sec.gov is a guess. That host sends no ETag and no Last-Modified, so conditional requests are impossible and freshness falls back to a 1-hour TTL. A filing that lands mid-TTL is invisible until it expires. Pass ttl=0 if you need read-your-writes.

• Windowing re-reads, it doesn't range-read. EDGAR honors HTTP Range on Archives (verified: 206, accept-ranges: bytes), but partial HTML can't be parsed reliably, so the whole document is fetched once and windowed from cache. The first call on a large filing pays the full download.

• Search is never cached. Results are query-shaped and EDGAR's full-text endpoint offers no validators, so every search is a live round trip against the 9 req/s budget.

• The pacer is global. Ten companies queried in parallel serialize at ~9 req/s. Correct, but not fast.

• XBRL values are consolidated totals. Dimensional breakdowns (by segment, by geography) exist in the data and this does not surface them.

• Full-text search starts at 2001. Older filings are reachable through list_filings, not search_filings.

Verify it

make test    # 32 tests, no network
make bench   # live EDGAR, prints the table above

Setup

SEC requires a User-Agent carrying a real contact address and blocks requests without one. The server refuses to start rather than letting you discover that as a confusing 403 later.

export EDGAR_USER_AGENT="your-project you@example.com"

Add to claude_desktop_config.json or .mcp.json:

{
  "mcpServers": {
    "edgar": {
      "command": "uv",
      "args": ["run", "--directory", "/path/to/edgar-mcp", "edgar-mcp"],
      "env": { "EDGAR_USER_AGENT": "your-project you@example.com" }
    }
  }
}

Tools

A typical chain is lookup_company → list_filings → get_filing_text, or list_concepts → get_concept when you want numbers rather than prose.

License

MIT