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henrysouchien

edgar-mcp

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
EDGAR_API_KEYYesAPI key for EDGAR Financial API
EDGAR_API_URLNoURL for the EDGAR API (optional)https://www.financialmodelupdater.com
EDGAR_MCP_OUTPUT_DIRNoPath for output="file" responses. Falls back to ~/.cache/edgar-mcp/file_output if default is unavailable../exports/file_output

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
get_filings

Fetch SEC filing metadata for a company. Returns list of 10-Q, 10-K, and 8-K (earnings release) filings with URLs, dates, and fiscal period assignments.

get_financials

Extract all financial facts from SEC filings. Returns structured JSON with income statement, balance sheet, and cash flow data.

get_metric

Get a specific financial metric by common name or XBRL tag and return current/prior values with YoY comparison.

list_metrics

List available metric tags for a filing period so an agent can choose an exact metric_name before calling get_metric.

search_metrics

Search available filing metrics by natural-language query and return ranked candidates.

get_filing_sections

Parse qualitative sections from SEC 10-K or 10-Q filings and return narrative/tables with metadata.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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