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mcpwright

edgar-mcp

by mcpwright

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
EDGAR_MCP_USER_AGENTNoCustom User-Agent string for SEC requests (e.g., 'your-app your-email@example.com'). If not set, a default is used.

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": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
lookup_issuerA

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.
list_filingsA

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".
search_filingsA

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).

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

TDQS

A4/5.0

Scored across 3 tools

Disambiguation5/5

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.

Naming Consistency5/5

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.

Tool Count4/5

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.

Completeness3/5

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

ActivityMaintained
ResponsivenessNo issues