sec-edgar-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SEC_USER_AGENT | Yes | The SEC requires automated clients to identify themselves with a contact email in the User-Agent header. This server refuses to start without this variable. Format: 'Your Name 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 |
|---|---|
| sec_edgar_get_company_profileA | Resolves a ticker symbol to the company's SEC identity: CIK, official registrant name, industry classification and fiscal year end. Usually the first tool to call, since the other tools key off the company. |
| sec_edgar_list_filingsA | Lists a company's most recent SEC filings with links to the primary document. Pass form_type to restrict to one kind of filing, e.g. '10-K' for annual reports or '10-Q' for quarterly reports. |
| sec_edgar_get_concept_seriesA | Returns the reported time series for one financial concept (revenue, net income, total assets, ...). Use this for trend and ratio analysis. The most reliable way to call it is with one of THESE ALIASES: capex, cash, eps_diluted, gross_profit, net_income, operating_cash_flow, operating_income, revenue, rnd_expense, stockholders_equity, total_assets, total_liabilities. An alias merges every US-GAAP tag the company has used for that concept over time, so history is not silently truncated when a company switches tags after an accounting standard change. A raw US-GAAP tag is also accepted. If nothing is found, the error message explains how to proceed. |
| sec_edgar_list_available_conceptsA | Lists the US-GAAP tags a company actually reports to the SEC. Call this when sec_edgar_get_concept_series cannot find a concept: the returned 'tag' values can be passed straight back into that tool. Narrow the result with search (case-insensitive substring match on tag and label). Results are ordered by how many data points each tag has, so the company's primary line items come first. |
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 4 tools
Each tool has a clearly distinct purpose: company profile resolution, filing listing, financial concept series retrieval, and concept discovery. No overlap or ambiguity between them.
All tools follow a consistent 'sec_edgar_' prefix with verb_noun structure (get_company_profile, list_filings, get_concept_series, list_available_concepts). The pattern is uniform and predictable.
Four tools is well-scoped for a focused SEC EDGAR server. Each tool covers a necessary step in the workflow without redundancy, and the count is appropriate for the domain.
The tool set covers the core workflow: identify a company, list its filings, retrieve financial concepts, and discover additional available concepts. There are no obvious gaps for the intended purpose.