secapi-mcp
OfficialServer Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SEC_API_KEY | No | Legacy alias for SECAPI_API_KEY | |
| SECAPI_DEBUG | No | Enable debug logging to stderr | false |
| SECAPI_API_KEY | No | API key from secapi.dev | |
| SECAPI_BASE_URL | No | API base URL | https://api.secapi.dev |
| SECAPI_TIMEOUT_MS | No | Request timeout in milliseconds | 30000 |
| SECAPI_USER_AGENT | No | User-Agent header | secapi-mcp/0.1.0 |
| SECAPI_MAX_RETRIES | No | Retry count for transient failures | 2 |
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
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| search_filingsA | Search SEC EDGAR filings by company ticker or CIK. Filter by form type (10-K, 10-Q, 8-K, etc.) and date range. Use for discovering recent or historical regulatory filings. Examples:
|
| analyze_filingA | Retrieve a filing's metadata and list of attached documents (HTML, XBRL, exhibits). Use when you need to understand filing contents before deeper analysis. Requires CIK and accession number. Examples:
|
| search_companiesA | Search SEC-registered companies by name, ticker, or CIK. Returns entity metadata including company name, ticker, CIK, and entity type. Examples:
|
| company_overviewB | Get a comprehensive overview of a public company by ticker or CIK, including recent SEC filings. Ideal starting point for company research. Examples:
|
| company_financialsA | Retrieve standardized financial statements for a company — income statement, balance sheet, or cash flow. Uses the latest available filing when no accession number is provided. Examples:
|
| company_ratiosB | Get financial ratio time series for a company (profitability, liquidity, leverage, efficiency). Useful for valuation and comparative analysis. Examples:
|
| insider_tradesB | Search insider trading transactions (Form 4 filings) by company ticker. Filter by buy/sell activity, transaction type, and date range. Returns officer and director trades. Examples:
|
| search_institutionsA | Search institutional investment managers (13F filers) by name or CIK. Returns hedge funds, asset managers, and other institutions that file Form 13F. Examples:
|
| institution_holdingsA | Get an institutional investor's 13F portfolio holdings for a given quarter. Shows positions, share counts, and market values. Requires institution CIK. Examples:
|
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 9 tools
Each tool has a clearly distinct purpose: filing analysis, financials, company overview, ratios, insider trades, institutional holdings, and search functions for companies, filings, and institutions. No overlapping responsibilities.
All tool names use snake_case, but there is a mix of verb-first (analyze_filing, search_*) and noun-first (company_*, institution_holdings) patterns. While readable, the inconsistency prevents a perfect score.
With 9 tools, the server covers the essential SEC data retrieval operations without being bloated or too sparse. Each tool serves a well-defined need.
Core SEC filing and company data operations are covered (search, retrieve, analyze). Minor gaps exist, such as direct XBRL data extraction or historical filing comparisons, but the surface is largely complete for common workflows.