secfinapi-mcp
The secfinapi-mcp server provides access to standardized SEC EDGAR financial data for US public companies, enabling AI assistants to fetch and analyze financial statements, ratios, and company information.
get_company_info: Retrieve company metadata including legal name, SIC/industry classification, stock exchange, fiscal year end, S&P 500 membership status, and a direct link to SEC EDGAR filings.get_income_statement: Access standardized income statement data (revenue, cost of revenue, operating income, net income, EPS) with support for annual, quarterly, TTM, or all periods.get_balance_sheet: Retrieve standardized balance sheet data (assets, liabilities, equity), filterable by annual, quarterly, TTM, or all periods.get_cash_flow: Access standardized cash flow statements covering operating, investing, and financing activities, filterable by period.get_metrics: Fetch 50+ financial ratios and metrics including ROE, ROIC, gross/operating/net margins, FCF margin, debt-to-equity ratio, current ratio, and year-over-year growth rates.list_companies: Browse or search the full universe of available US public companies by name or ticker, with results limited up to 200 companies.
secfinapi-mcp
MCP server for SECfinAPI β standardized SEC EDGAR financial data (income statements, balance sheets, cash flow, 40+ ratios) as tools for Claude, Cursor, and other AI assistants.
Ask your AI assistant things like "What's Apple's revenue trend?" or "Compare MSFT and GOOGL operating margins" β it fetches the data live through SECfinAPI.
It runs locally on your machine and is a thin wrapper over the SECfinAPI REST API. No server to host, no extra cost.
Setup
Get an API key (free) at https://www.secfinapi.com.
Add the server to your AI assistant's MCP config.
Claude Desktop
Open Settings β Developer β Edit Config and add:
Once published to npm:
{
"mcpServers": {
"secfinapi": {
"command": "npx",
"args": ["-y", "secfinapi-mcp"],
"env": { "SECFINAPI_KEY": "your-api-key-here" }
}
}
}Running from source (before publishing):
{
"mcpServers": {
"secfinapi": {
"command": "node",
"args": ["C:/path/to/sec-financial-mcp/dist/index.js"],
"env": { "SECFINAPI_KEY": "your-api-key-here" }
}
}
}Restart Claude Desktop. The 6 tools below appear under the tools (π) menu.
Cursor / VS Code
Same config shape in the editor's MCP settings β command, args, and the
SECFINAPI_KEY env var.
Tools
Tool | Returns |
| Company metadata + a link to its filings on SEC EDGAR |
| Standardized income statement (with filing dates) |
| Standardized balance sheet |
| Standardized cash flow statement |
| 40+ financial ratios (ROE, ROIC, margins, growthβ¦) |
| List / search the available US public companies |
Environment variables
Variable | Required | Default |
| yes | β |
| no | the SECfinAPI production API |
Run from source
npm install
npm run build
SECFINAPI_KEY=your-key node dist/index.jsPublishing (maintainer)
npm run build
npm publishLicense
MIT
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