edgar-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| EDGAR_USER_AGENT | Yes | User-Agent string containing a real contact address (required by SEC). Example: 'your-project you@example.com'. |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| lookup_companyA | Resolve a ticker, CIK, or company name to its EDGAR identity. |
| list_filingsA | List a company's filings, newest first. Filter by form type (10-K, 8-K, DEF 14A, 4, ...) and filing-date range (YYYY-MM-DD). |
| get_filing_textA | Fetch the text of a filing document from its EDGAR Archives URL. Returns a window; if truncated is true, call again with next_offset. |
| get_conceptC | Time series for one XBRL concept (e.g. Revenues, Assets, NetIncomeLoss) as reported by a company across filings. |
| list_conceptsA | List the XBRL tags a company actually reports, most-reported first. Use this to find the right tag before calling get_concept. |
| search_filingsA | Full-text search across EDGAR filings from 2001 onward. Returns matching filings with document URLs. |
| compare_conceptB | Compare one XBRL concept across all filers for a period, ranked by value. Period is CY2023 (annual), CY2023Q1 (duration), or CY2023Q1I (instant). |
| cache_statsB | Cache hit rate, request count, and bytes downloaded this session. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 8 tools
Each tool targets a distinct purpose: listing concepts, resolving companies, listing filings, fetching filing text, retrieving concept time series, searching full-text, comparing concepts, and cache statistics. No two tools appear to overlap in function, making selection unambiguous.
Most tools follow the verb_noun pattern (list_concepts, lookup_company, get_filing_text, search_filings, compare_concept). The only deviation is cache_stats, which uses a noun_noun form and lacks a verb, but this is a minor inconsistency in an otherwise coherent naming scheme.
With 8 tools, the server is well-scoped for SEC EDGAR data access. Each tool covers a necessary function without redundancy, and the count fits comfortably within the ideal range for a domain-specific MCP server.
The tool surface provides a complete read-only workflow: company resolution, filing discovery, full-text search, XBRL concept retrieval, and cross-company comparison. No obvious gaps exist for typical EDGAR use cases, and cache_stats adds operational insight.