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Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
MCP_HTTP_PORTNoHTTP server port (only used when transport is http).3010
EDGAR_USER_AGENTYesUser-Agent header for SEC compliance. Format: 'AppName contact@email.com'. The SEC blocks requests without a valid User-Agent.
MCP_TRANSPORT_TYPENoTransport mode: stdio or http.stdio
EDGAR_RATE_LIMIT_RPSNoMax requests/second to SEC APIs. Do not exceed 10.10
EDGAR_TICKER_CACHE_TTLNoSeconds to cache the company tickers lookup file.3600

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

CapabilityDetails
tools
{
  "listChanged": true
}
prompts
{
  "listChanged": true
}
resources
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
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

NameDescription
fee_disclosure_analysisGuides 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

NameDescription
fee-taxonomyComplete ffd: XBRL concept reference for Exhibit 107. Covers all per-row and summary-level concepts, fee calculation rules, and historical SEC fee rates.
form-typesRegistration 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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