edgar-mcp
This server provides read-only access to SEC EDGAR public filings and company data, enabling research into companies, securities offerings, and financial disclosures.
Resolve Issuers: Find a company's CIK, legal name, tickers, and exchange by name or ticker.
List Filings: Retrieve the most recent SEC filings for a company, optionally filtered by form type (e.g.,
10-K,8-K,C,D).Search Filings: Full-text search across all filing documents with optional date range and form type filters.
Get Filing Details: Open a specific filing to view its metadata, form type, filing date, and associated documents.
Parse Offerings: Extract detailed information from Form C (Reg CF), Form D (Reg D), and Form A (Reg A) — including offering amounts, investors, industry, financials, and key personnel.
Get Recent Offerings: Retrieve recent Reg CF, Reg D, or Reg A securities offerings, with optional state filtering.
Company Financials: Get headline annual financials (revenue, net income, assets, liabilities) from XBRL data.
Insider Data: List a company's officers, directors, and major owners, plus recent insider trading transactions (Form 4) with owner, role, shares, and price details.
Filing Document Text: Fetch paginated clean text from a filing document for reading or summarization.
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
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: 11 tools, working today (see below). Published on PyPI as
mcpwright-edgarand in the official MCP Registry. See the roadmap for what's next.
Tools
Tool | What it does |
| Resolve a ticker or company name → CIK, legal name, tickers, exchange. Works for exchange-listed and private / non-exchange filers (Reg CF / Reg A issuers, funds). |
| An issuer's most recent filings, newest first. Optional form-type filter (e.g. |
| Full-text search across filing documents. |
| Recent securities offerings, newest first — |
| Open one filing: form, filing date, primary-document link, and every document in the filing. |
| Parse a Form D (Reg D) raise: offering amount, sold/remaining, min investment, # investors, industry, revenue range, security types, exemptions, and the officers/directors/promoters. |
| Parse a Form C (Reg CF) raise: target/max amount, price, security type, deadline, intermediary, employees, and a two-year financial snapshot (revenue, net income, assets, debt). |
| Headline financials from a public company's XBRL facts: latest annual revenue, gross/operating income, net income, assets, liabilities, equity, cash. |
| Fetch a document's text (HTML stripped) for reading/summarizing — paginated, since filings can exceed 1M characters. |
| A company's insiders (officers, directors, >10% owners) from recent Section 16 filings, with roles. |
| Recent insider transactions (Form 4): owner, role, buy/sell/grant, shares, price, shares owned after. |
Related MCP server: sec-edgar-mcp
Install
Requires Python 3.12+. The zero-clone way to run it (the PyPI package is
mcpwright-edgar; the command, server, and tools are all "edgar"):
uvx mcpwright-edgarClaude Code
claude mcp add edgar -- uvx mcpwright-edgarClaude Desktop
Add to claude_desktop_config.json:
{
"mcpServers": {
"edgar": { "command": "uvx", "args": ["mcpwright-edgar"] }
}
}OpenAI Agents SDK (Python)
It's a standard MCP server, so it works with any MCP-capable client — not just Claude. With the OpenAI Agents SDK:
from agents import Agent, Runner
from agents.mcp import MCPServerStdio
async def main():
async with MCPServerStdio(
name="edgar",
params={
"command": "uvx",
"args": ["mcpwright-edgar"],
"env": {"EDGAR_MCP_USER_AGENT": "your-app you@example.com"},
},
) as edgar:
agent = Agent(
name="Analyst",
instructions="Use the EDGAR tools for SEC filings and company data.",
mcp_servers=[edgar],
)
result = await Runner.run(
agent, "Recent Reg D raises in California — who's behind the biggest?"
)
print(result.final_output)Any other MCP client (Cursor, VS Code, Cline, Goose, Zed, …)
They all launch a stdio MCP server the same way — point yours at:
{
"mcpServers": {
"edgar": {
"command": "uvx",
"args": ["mcpwright-edgar"],
"env": { "EDGAR_MCP_USER_AGENT": "your-app you@example.com" }
}
}
}Hosted chat connectors (e.g. ChatGPT connectors) expect a remote MCP server over Streamable HTTP;
mcpwright-edgarruns locally over stdio. Running it behind Streamable HTTP for a hosted endpoint is straightforward if you need that.
SEC etiquette: the SEC requires a descriptive
User-Agentwith contact info and rate-limits to ~10 req/s. Set your own via theEDGAR_MCP_USER_AGENTenv var (e.g."your-app your-email@example.com"). The client throttles and retries for you.
Caching: responses are cached in-memory (byte-budgeted LRU) to cut latency and SEC load — immutable filing-archive content for days, the ticker map for 24h, everything else briefly. Set
EDGAR_MCP_CACHE=0to disable.
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 InspectorRoadmap
get_recent_offerings(form=C|D)— recent Reg CF / Reg D raisesget_filing(accession_or_url)— open a filing and list its documentsget_form_d_details(...)— parse Reg D offering data (amount, investors, people)get_form_c_details(...)— parse Reg CF offering data (target/max, financials, terms)get_insiders/get_insider_trades— Section 16 (Form 3/4/5) insiders & tradesState filter on
get_recent_offerings(industry isn't filterable — EDGAR omits SIC on these listings; screen viaget_form_d_details.industry_group)Reg A support in
get_recent_offerings(Form 1-A statements + 253G2 offering circulars)get_company_facts(cik)— XBRL headline financialsget_filing_text— return a document's text for summarizationPublished to PyPI (
mcpwright-edgar) + the official MCP Registry (io.github.mcpwright/edgar-mcp)get_form_a_details— parse Reg A (Form 1-A) offering dataOlder-filing metadata (beyond the recent-submissions window)
Privacy
edgar-mcp runs entirely on your machine and collects, stores, or transmits no personal
data — no accounts, no tracking, no telemetry. Its only outbound requests go to the U.S.
SEC's EDGAR services (data.sec.gov, efts.sec.gov, www.sec.gov) to fetch the public
filings you ask for; no API key is needed. One honest note: the SEC's fair-access policy asks
for a descriptive User-Agent with contact info (EDGAR_MCP_USER_AGENT="your-app you@example.com") — whatever you set there is sent to the SEC with each request, and nowhere
else. Responses are cached in memory only; nothing is persisted to disk.
Full policy: https://mcpwright.com/privacy/
Questions & feedback
Questions, ideas, or "could it do X?" → Discussions
Bugs & concrete feature requests → Issues
Contributions welcome — and if you build something with it, I'd love to hear about it.
Part of mcpwright · built by Devender Gollapally
Available Tools
3 toolslist_filingsARead-only
List the most recent filings for one issuer, newest first.
`cik_or_query`: a CIK (digits) or a ticker/name to resolve.
`form_type`: optional prefix filter, e.g. "10-K", "8-K", "C", "D".
Inputs: cik_or_query (required), form_type, limit. Returns: result
lookup_issuerARead-only
Resolve a company name or ticker to its SEC CIK and basic identity.
`query`: a ticker (e.g. "AAPL") or part of a company name (e.g. "Apple").
Returns matching issuers with their 10-digit CIK, legal name, tickers, and
exchange. Resolve a CIK here first — the other tools key off it.
Inputs: query (required), limit. Returns: result
search_filingsARead-only
Full-text search across SEC filing documents.
`query`: free text (use quotes inside the string for exact phrases).
`forms`: optional list of form types to restrict to, e.g. ["10-K", "8-K"].
`date_from` / `date_to`: ISO dates (YYYY-MM-DD).
Inputs: query (required), forms, date_from, date_to, +1 more. Returns: result
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
Loading tool schema changelog…
TDQS
Scored across 3 tools
Each tool has a clearly distinct purpose: lookup_issuer resolves entities, list_filings retrieves recent filings for a specific issuer, and search_filings performs full-text search across documents. No overlap in functionality.
All tool names follow a consistent verb_noun snake_case pattern: lookup_issuer, list_filings, search_filings. The verbs are distinct and descriptive, and the pattern is uniform across the set.
With 3 tools, the set is slightly minimal but covers the core operations for SEC filing access: entity resolution, listing filings, and full-text search. The count is reasonable for a focused domain, though it feels a bit thin for comprehensive coverage.
The tool set covers entity lookup, recent filing listing, and full-text search, which are essential, but lacks a tool to retrieve the actual filing content or metadata for a specific filing. This is a notable gap for agents that may need to fetch filing details after discovery.
Maintenance
Related MCP Connectors
Read, search, and compare SEC EDGAR filings, pull tables, and run AI analysis from any MCP client.
SEC MCP — SEC EDGAR public APIs (free, no auth)
EDGAR MCP — SEC EDGAR public APIs (free, no auth)
SEC & financial-data MCP: filings, financials, ownership, factors, fund letters, prompts.
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