How do I use edgar-mcp?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@edgar-mcp Show me recent 10-K filings for Microsoft" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

edgar-mcp

SEC EDGAR filings, inside your agent. An MCP server that lets an LLM resolve companies, search filings, and pull recent securities offerings straight from the SEC — built on Anthropic's official mcp Python SDK.

All tools are read-only and hit public SEC endpoints (no API key required).

Status: early. lookup_issuer, list_filings, and search_filings work today; get_recent_offerings (Reg CF / Reg D) and get_filing are next. See the roadmap below.

Tools

Tool	What it does
`lookup_issuer(query, limit=10)`	Resolve a ticker or company name → CIK, legal name, tickers, exchange.
`list_filings(cik_or_query, form_type=None, limit=20)`	An issuer's most recent filings, newest first. Optional form-type filter (e.g. `10-K`, `C`, `D`).
`search_filings(query, forms=None, date_from=None, date_to=None, limit=20)`	Full-text search across filing documents.

Install

Requires Python 3.12+. Once published to PyPI, the zero-clone way to run it is:

uvx edgar-mcp

Claude Code

claude mcp add edgar -- uvx edgar-mcp

Claude Desktop

Add to claude_desktop_config.json (see examples/):

{
  "mcpServers": {
    "edgar": { "command": "uvx", "args": ["edgar-mcp"] }
  }
}

SEC etiquette: the SEC requires a descriptive User-Agent with contact info and rate-limits to ~10 req/s. Set your own via the EDGAR_MCP_USER_AGENT env var (e.g. "your-app your-email@example.com"). The client throttles and retries for you.

Develop

git clone https://github.com/mcpwright/edgar-mcp && cd edgar-mcp
uv sync
uv run pytest                       # tests (mocked SEC responses)
uv run ruff check . && uv run ruff format --check .   # lint + format
uv run mypy src tests               # strict type checking
uv run mcp dev src/edgar_mcp/server.py   # poke the tools in the MCP Inspector

Roadmap

get_recent_offerings(form=C|D) — recent Reg CF / Reg D raises (the signature tool)
get_filing(accession_no|url) — open a filing and read its primary document
get_company_facts(cik) — XBRL financials
Publish to PyPI + the official MCP Registry

Contributions and issues welcome.

Part of mcpwright · built by Devender Gollapally