mcp-edgar
Click on "Install 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., "@mcp-edgarWhat was Apple's revenue in the last 4 quarters?"
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.
SEC EDGAR — Public Company Filings
The Securities and Exchange Commission's filings database. Every public company in the US files here, every filing is timestamped and immutable, and every disclosure (revenue, debt, risk factors, executive compensation, M&A activity, insider trading) is structured for machine retrieval. Free and authoritative.
Part of Pipeworx — an MCP gateway connecting AI agents to 1476+ live data sources.
Why this matters for AI agents
If your agent is answering anything about a US public company — financials, legal exposure, IP, executive turnover, recent material events — the answer is in EDGAR. The data is structured (XBRL), so you don't have to parse PDFs.
The two key flows:
1. Filings flow. "Show me Apple's recent 10-Q." → edgar_ticker_to_cik("AAPL") → edgar_company_filings(cik) → list of filings with accession numbers, form types, filing dates.
2. Concepts flow. "What was Apple's revenue trend the last 4 quarters?" → edgar_company_concept(cik, "Revenues") → time series of XBRL-tagged values across periods.
Both are usually preceded by edgar_ticker_to_cik or resolve_entity({type: "company", value: "AAPL"}) to get the canonical 10-digit CIK.
Related MCP server: SEC EDGAR MCP Server
Auth
None. SEC EDGAR is a free, public, no-auth service. Pipeworx forwards a polite User-Agent header to comply with SEC's API guidelines.
Citable URIs
pipeworx://edgar/company/{cik}/filings
pipeworx://edgar/company/{cik}/factsEmbed in your output. Stable across reorganizations — companies rebrand, but their CIK doesn't change.
Form types worth knowing
Form | What it is | When |
10-K | Annual report | ~60 days after fiscal year-end |
10-Q | Quarterly report | ~45 days after quarter-end |
8-K | Material event (M&A, exec changes, earnings, etc.) | Within 4 business days |
DEF 14A | Proxy statement (executive comp, governance) | ~6 weeks before annual meeting |
Form 4 | Insider trading disclosure | Within 2 business days of trade |
13F | Institutional holdings (>$100M AUM funds) | 45 days after quarter-end |
S-1 | IPO registration | When going public |
13D / 13G | >5% beneficial ownership disclosure | Within 10 days of crossing threshold |
For insider trades specifically, see the dedicated insider-trading pack — it surfaces Form 4 / 13D / 13G changes with cleaner schemas.
Common pitfalls
Concept name drift. SEC filers occasionally change the XBRL concept they tag for revenue. The default
Revenuesconcept may be stale for newer fiscal years; tryRevenueFromContractWithCustomerExcludingAssessedTaxas a fallback.Period mismatches. Fiscal years end at different times across companies (Apple = Sept, Microsoft = June, Google = Dec). When comparing, always disclose the period.
CIK formatting. Some endpoints want zero-padded 10-digit (
0000320193), some want unpadded (320193). Pipeworx accepts either; thecik_paddedfield inedgar_ticker_to_cikis the canonical form for resource URIs.Real-time-ish, not real-time. Filings appear on EDGAR within minutes of submission, but Pipeworx caches results. For breaking-news-grade timeliness, set
Cache-Control: no-cache(anonymous limit applies) or check the_meta.cache.fresh_untilfield.Concept availability differs. Smaller filers tag fewer XBRL concepts than large ones.
edgar_company_conceptmay return empty arrays for valid concepts that the company simply doesn't report. Useedgar_company_factsto see which concepts a company DOES report.
Quick Start
Add to your MCP client (Claude Desktop, Cursor, Windsurf, etc.):
{
"mcpServers": {
"edgar": {
"url": "https://gateway.pipeworx.io/edgar/mcp"
}
}
}What this endpoint actually serves
tools/list at https://gateway.pipeworx.io/edgar/mcp returns the tools in the table
above plus the shared Pipeworx meta-tools — ask_pipeworx,
discover_tools, search_within, remember/recall and the rest of the
gateway-wide set. So the tool count you see is larger than this table: a
single-pack endpoint currently lists roughly 30 shared tools alongside the
pack's own. The connection's initialize response states its exact scope, and
is the authoritative answer for a given day.
This is deliberate, not multiplexing by accident. The meta-tools are what let a
scoped connection answer a question this pack does not cover — via
ask_pipeworx, which routes across the whole catalog — without you adding a
second MCP server. There is currently no way to mount a pack endpoint without
them; if the extra schemas cost you more context than the routing is worth,
connect to the full gateway once rather than to several pack endpoints.
Or connect to the full Pipeworx gateway to get every pack's tools listed directly, instead of just this one's:
{
"mcpServers": {
"pipeworx": {
"url": "https://gateway.pipeworx.io/mcp"
}
}
}Both URLs reach the same gateway and the same 1476+ data sources. The
only difference is which pack's tools are listed directly; ask_pipeworx
reaches all of them from either one.
Using with ask_pipeworx
Instead of calling tools directly, you can ask questions in plain English — this works on the pack endpoint above as well as on the full gateway:
ask_pipeworx({ question: "your question about Edgar data" })The gateway picks the right tool and fills the arguments automatically.
More
License
MIT
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Related MCP Servers
- -licenseNot gradedqualityNot gradedmaintenanceEnables deep analysis of SEC EDGAR filings through universal company search, document content extraction, and advanced filing search capabilities. Provides AI-ready access to business descriptions, risk factors, financial statements, and full-text search across any public company's SEC documents.
- AlicenseNot gradedqualityCmaintenanceEnables to search and retrieve SEC EDGAR filings, insider transactions, major shareholders, and executive compensation data through natural language.10MIT
- AlicenseNot gradedqualityAmaintenanceEnables querying of SEC EDGAR filings and financial data via natural language, offering tools for company lookup, filing retrieval, XBRL data, and full-text search.227MIT
- AlicenseNot gradedqualityBmaintenanceProvides access to SEC EDGAR data through natural language, including company filings, financial statements, and company info, without requiring an API key.MIT
Related MCP Connectors
SEC EDGAR for AI agents: company filings, financials and insider trades. No API keys.
SEC EDGAR filings for AI agents: company lookup, filings, financials, insider trades. No keys.
Search SEC filings, read 10-K/8-K, query XBRL facts, track Form 4 insider trades.
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