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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.

Capabilities

Features and capabilities supported by this server

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

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