ffd-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| MCP_HTTP_PORT | No | HTTP server port (only used when transport is http). | 3010 |
| EDGAR_USER_AGENT | Yes | User-Agent header for SEC compliance. Format: 'AppName contact@email.com'. The SEC blocks requests without a valid User-Agent. | |
| MCP_TRANSPORT_TYPE | No | Transport mode: stdio or http. | stdio |
| EDGAR_RATE_LIMIT_RPS | No | Max requests/second to SEC APIs. Do not exceed 10. | 10 |
| EDGAR_TICKER_CACHE_TTL | No | Seconds to cache the company tickers lookup file. | 3600 |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
| prompts | {
"listChanged": true
} |
| resources | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_fee_exhibitA | Fetch and parse a specific Exhibit 107 (EX-FILING FEES) from an SEC filing. Returns all ffd: XBRL concepts: every security class, max aggregate offering, fee amounts, fee rate, and net fee due. Requires accession_number + cik. Provide the exhibit document filename for faster parsing, or let the server auto-detect it. |
| search_fee_filingsA | Find a company's recent registration statement filings that contain Exhibit 107 fee disclosures. Returns accession numbers, form types, filing dates, and EDGAR URLs. Use the results to call get_fee_exhibit for full fee table parsing. Resolves tickers, company names, or CIK numbers automatically. |
| get_company_fee_historyA | Fetch and parse all Exhibit 107 fee exhibits for a company across multiple filings in one call. Returns the full structured fee table for each filing plus grand totals. Best for understanding a company's full offering history and total fees paid. Slower than get_fee_exhibit since it fetches and parses multiple documents. |
| compare_fee_ratesA | Compare Exhibit 107 filing fee data across 2-8 companies side by side. Shows the latest registration form, total offering, net fee due, and fee rate for each company. Note: SEC fee rates are uniform — differences reflect rounding or alternate calculation rules. |
| search_filings_by_feeA | Full-text search across all EDGAR filing documents since 1993, scoped to registration statements. Use to find all companies that registered a specific security type, used a specific rule (e.g. 457(o)), or mention specific terms in their fee exhibits. Supports phrases, boolean operators, and wildcards. |
| get_ffd_concepts_by_companyA | Get a company's complete ffd: filing fee history by merging two sources: (1) the EDGAR companyfacts API for 424B/S-3/S-8 filings (fast, no lag), and (2) Exhibit 107 document parsing for S-1/F-1 filings that companyfacts doesn't index. Returns all fee-related facts (FeeAmt, NetFeeAmt, TtlOfferingAmt, FeeRate, etc.) across every form type. Each entry is tagged with its source. Use get_fee_exhibit when you need the full per-security-class line-item breakdown for a single filing. |
| export_fee_dataA | Query SEC fee data and save it as a CSV file. Three modes: "fee_history" (one row per filing with summary totals), "line_items" (one row per security class across all filings), "ffd_concepts" (one row per ffd: XBRL fact from companyfacts + parsed exhibits). Writes to the specified output_path or defaults to ./_.csv. The CSV text is also returned in structuredContent.csvText so callers can reconstruct the file locally without depending on the server's filesystem. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
| fee_disclosure_analysis | Guides structured analysis of a company's Exhibit 107 filing fee disclosures. Covers fee breakdown, rate analysis, offering structure, and comparison to peers. |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| fee-taxonomy | Complete ffd: XBRL concept reference for Exhibit 107. Covers all per-row and summary-level concepts, fee calculation rules, and historical SEC fee rates. |
| form-types | Registration form types that require Exhibit 107, including S-1, S-3, F-1, 424B series, and merger proxy forms with key dates. |
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