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EDGAR MCP — SEC companyfacts、frames、Form 4、13F

通过 User-Agent 连接 SEC EDGAR 的 MCP 服务器。无需 API key。财务数据不通过 FMP,而是通过 companyfacts / frames 读取;XBRL tag 映射位于 xbrl_map.py 中。

工具

工具

用途

search_company

Ticker / CIK / 名称

get_company

SIC、交易所、财年结束日

get_financials

映射后的收入、资产负债表、现金流量

get_concept

单个 us-gaap/ifrs/dei tag 的原始序列

get_frame

同一概念 + 期间,所有 filers(截面)

list_filings

10-K、10-Q、8-K、4、13F-HR...

get_form4

内部人交易(issuer ticker 或个人 CIK)

get_13f

机构的 13F-HR 投资组合(不是股票 ticker)

search_filings

全文检索(efts.sec.gov)

Related MCP server: sec-edgar-mcp

安装

cd edgar-mcp
python -m venv .venv
.venv\Scripts\activate
pip install -r requirements.txt
copy .env.example .env

.env 中的 EDGAR_USER_AGENT 必须是真实姓名 + 电子邮件。SEC 会以 403 拒绝通用的 python-requests 代理。

EDGAR_USER_AGENT=Your Name your.email@example.com
MCP_TRANSPORT=stdio

Cursor(stdio)

%USERPROFILE%\.cursor\mcp.json

{
  "mcpServers": {
    "edgar": {
      "command": "python",
      "args": ["server.py"],
      "cwd": "C:\\Users\\yunus\\Documents\\dev\\edgar-mcp",
      "env": {
        "MCP_TRANSPORT": "stdio",
        "EDGAR_USER_AGENT": "Your Name your.email@example.com"
      }
    }
  }
}

Railway → Claude(Streamable HTTP)

如果存在 PORT,默认 transport 为 http,endpoint 为 https://<railway-host>/mcp不要设置 MCP_TRANSPORT=stdio — 进程不会监听,Railway 显示 "online",但 Claude 无法连接。

变量

Key

EDGAR_USER_AGENT

Ad Soyad you@email.com(真实信息,避免 SEC 403)

MCP_TRANSPORT

http(或不添加)

MCP_AUTH_TOKEN

对于 Claude.ai 不要设置。Connector 表单不会发送 header;token 会产生 401 + "Authentication failed"。

检查: https://<host>/health{"ok": true, ...}

Claude(claude.ai / Desktop Connectors)

  1. Customize → Connectors → Add custom connector

  2. URL:https://<host>/mcp(末尾不是 /sse

  3. OAuth 字段留空,关闭 Individual sign-in

  4. 点击 Add,在聊天中用 + → Connectors 打开

如果 Claude Code 能发送 header,则设置 MCP_AUTH_REQUIRED=trueAuthorization: Bearer <token>

旧版 /sse 使用 MCP_TRANSPORT=sse(Claude connector 不推荐)。

测试

python -m unittest tests.test_xbrl_map tests.test_form_parsers tests.test_http_auth tests.test_client_utils

资源

13F 数值按 SEC 惯例以 千美元 为单位。13F 由机构填写,而非个股。

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