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mmouradbahri

claude-edgar-mcp

by mmouradbahri

claude-edgar-mcp

A Model Context Protocol server that gives Claude, GPT, or any MCP-compatible LLM direct access to SEC EDGAR — the US Securities and Exchange Commission filings database used by every equity analyst on Wall Street.

Tools

Tool

What it does

`ticker_to_cik`

Resolves a US stock ticker to its SEC Central Index Key (CIK)

More tools coming — see roadmap.

Related MCP server: Finance MCP Server

Example

Ask Claude:

What is Meta's SEC CIK?

Claude calls `ticker_to_cik("META")` and returns:

```json { "ticker": "META", "cik": "0001326801", "company_name": "Meta Platforms, Inc." } ```

Install

```bash git clone https://github.com/mmouradbahri/claude-edgar-mcp.git cd claude-edgar-mcp uv sync ```

Wire into any MCP-compatible client

Claude Desktop: edit `~/Library/Application Support/Claude/claude_desktop_config.json`:

```json { "mcpServers": { "claude-edgar-mcp": { "command": "/Users/YOU/.local/bin/uv", "args": ["--directory", "/PATH/TO/claude-edgar-mcp", "run", "main.py"] } } } ```

OpenAI Codex CLI: edit `~/.codex/config.toml`:

```toml [mcp_servers.claude-edgar-mcp] command = "/Users/YOU/.local/bin/uv" args = ["--directory", "/PATH/TO/claude-edgar-mcp", "run", "main.py"] ```

Restart your client. Works with Claude Desktop, Claude Code, OpenAI Codex, Cursor, VS Code + Copilot, and Gemini CLI.

Roadmap

  • v0.2`get_recent_filings(ticker, filing_type, limit)` — return list of a company's recent 10-K/10-Q/8-K filings

  • v0.3`get_10k_url(ticker)` — direct URL to a company's latest 10-K

  • v0.4`get_10k_section(accession, section)` — extract Business, Risk Factors, MD&A from a specific filing

  • v0.5`get_financials(ticker, years)` — pull revenue, net income, FCF from XBRL

Built by Mourad Bahri — part of a broader AI × financial-services project.

Available Tools

1 tool
ticker_to_cikA

Resolve a US stock ticker to its SEC Central Index Key (CIK).

Use this whenever a user gives you a ticker (like 'AAPL' or 'META') and
you need to look up SEC filings for that company. Every other EDGAR tool
starts with a CIK.

Args:
    ticker: The stock ticker (case-insensitive), e.g. 'AAPL', 'META', 'WING'.

Returns:
    Dict with `ticker`, `cik` (10-digit zero-padded string), and `company_name`.
ParametersJSON Schema
NameRequiredDescriptionDefault
tickerYes

TDQS

A4.4/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description covers the behavior: it is a simple lookup, case-insensitive, returning a dict with ticker, cik, and company_name. It does not mention any side effects or authorization needs, which is acceptable for a read-only mapping.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is structured with a clear statement, usage guidance, then Args/Returns sections. It is concise (5 sentences) and front-loaded with the main purpose.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given only 1 parameter and no output schema, the description fully explains the input and output format, including the zero-padded cik. It is complete for this simple tool.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 0%, but the description explains the 'ticker' parameter with examples and case-insensitivity, adding meaning beyond the schema's type and title.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it resolves a US stock ticker to its SEC CIK using a specific verb-resource structure. It provides examples like 'AAPL' and 'META', making the purpose immediately clear.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explicitly says 'Use this whenever a user gives you a ticker... and you need to look up SEC filings' and notes that other EDGAR tools start with a CIK. It provides clear context for when to use, though it does not list specific siblings.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. 1 tool updatev0.1.0
    • First observedticker_to_cik

TDQS

A3.9/5.0
Disambiguation5/5

With only one tool, there is no possible confusion with other tools. The tool's purpose is clearly defined.

Naming Consistency3/5

The name 'ticker_to_cik' uses underscores and describes input and output, but does not follow a verb_noun pattern. However, it is descriptive and consistent with a single-tool set.

Tool Count2/5

One tool is very minimal for a server named 'claude-edgar-mcp', which implies broader EDGAR functionality. The tool only resolves tickers to CIKs, missing essential operations like filing retrieval or search.

Completeness1/5

The server provides only a ticker-to-CIK conversion, which is a prerequisite for EDGAR access but not useful alone. There are no tools to actually retrieve or search SEC filings, leaving a critical gap.

Maintenance

ActivityStale
ResponsivenessNo issues

Resources

Unclaimed servers have limited discoverability.

Looking for Admin?

If you are the server author, to access and configure the admin panel.

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