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shawndrake2

SEC EDGAR MCP Server

by shawndrake2

SEC EDGAR MCP Server

Access SEC filings and XBRL financial data for all publicly traded U.S. companies.

Data Available

  • Company Filings - 10-K (annual), 10-Q (quarterly), 8-K (current events), 4 (insider trades), etc.

  • Financial Data - Revenue, assets, liabilities, cash flow, and 1000+ other XBRL metrics

  • Company Info - CIK, ticker, SIC code, company name

  • Industry Comparisons - Compare financial metrics across all reporting companies

Related MCP server: SEC EDGAR MCP Server

Setup

No API key required. Add to your MCP config:

{
  "sec-edgar": {
    "command": "node",
    "args": ["/path/to/sec-edgar/dist/index.js"],
    "env": {}
  }
}

Tools

search_companies

Search for companies by name or ticker to find their CIK.

Parameter

Required

Description

query

Yes

Company name or ticker (e.g., "Apple", "AAPL")

limit

No

Max results (default 20)

Example: Find Microsoft

query: "Microsoft"

get_company_filings

Get recent SEC filings for a company.

Parameter

Required

Description

company

Yes

Ticker (AAPL), CIK (320193), or name

formType

No

Filter by type: "10-K", "10-Q", "8-K", "4", etc.

limit

No

Max filings (default 20)

Example: Get Apple's annual reports

company: "AAPL"
formType: "10-K"
limit: 5

Returns: Filing dates, accession numbers, and direct links to SEC documents

get_company_facts

Get all available XBRL financial metrics for a company.

Parameter

Required

Description

company

Yes

Ticker, CIK, or name

taxonomy

No

"us-gaap" (default), "dei", "ifrs-full"

Returns: List of available metrics with latest values and data point counts

get_financial_metric

Get historical data for a specific financial metric.

Parameter

Required

Description

company

Yes

Ticker, CIK, or name

metric

Yes

XBRL tag (e.g., "Revenues", "Assets")

taxonomy

No

"us-gaap" (default), "dei", "ifrs-full"

Example: Get Apple's revenue history

company: "AAPL"
metric: "Revenues"

get_industry_metric

Get a metric across all companies for a period (industry comparison).

Parameter

Required

Description

metric

Yes

XBRL tag (e.g., "Revenues", "Assets")

year

Yes

Calendar year (e.g., 2023)

quarter

No

"Q1", "Q2", "Q3", "Q4", or omit for annual

unit

No

"USD" (default), "shares", "pure"

limit

No

Max companies (default 50)

Example: Get all companies' 2023 revenues

metric: "Revenues"
year: 2023
limit: 100

list_common_metrics

List commonly used XBRL financial metrics with their tags.

Parameter

Required

Description

category

No

"income", "balance", "cash", "shares", or "all"

Common XBRL Metrics

Income Statement

Tag

Description

Revenues

Total revenues

CostOfRevenue

Cost of goods sold

GrossProfit

Gross profit

OperatingIncomeLoss

Operating income

NetIncomeLoss

Net income

EarningsPerShareBasic

Basic EPS

EarningsPerShareDiluted

Diluted EPS

Balance Sheet

Tag

Description

Assets

Total assets

AssetsCurrent

Current assets

Liabilities

Total liabilities

StockholdersEquity

Shareholders' equity

CashAndCashEquivalentsAtCarryingValue

Cash

LongTermDebt

Long-term debt

Cash Flow

Tag

Description

NetCashProvidedByUsedInOperatingActivities

Operating cash flow

NetCashProvidedByUsedInInvestingActivities

Investing cash flow

NetCashProvidedByUsedInFinancingActivities

Financing cash flow

PaymentsToAcquirePropertyPlantAndEquipment

CapEx

Rate Limits

  • 10 requests per second

  • Must include User-Agent header (built into this server)

Documentation

Available Tools

6 tools
get_company_factsB

Get all XBRL financial facts for a company. Returns revenues, assets, liabilities, and other financial metrics from filings.

ParametersJSON Schema
NameRequiredDescriptionDefault
companyYesCompany identifier: ticker (AAPL), CIK (320193), or name
taxonomyNoTaxonomy to use: 'us-gaap' (default), 'dei', 'ifrs-full'

TDQS

B3.1/5.0
Behavior2/5

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

No annotations are provided, so the description carries the full burden of behavioral disclosure. It states the tool returns financial facts from filings, which implies a read-only operation, but does not cover aspects like rate limits, authentication needs, error handling, or pagination. For a tool with no annotations, this leaves significant gaps in understanding its behavior.

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

Conciseness5/5

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

The description is appropriately sized and front-loaded: the first sentence states the core purpose, and the second elaborates on the return values. Every sentence earns its place by adding value without redundancy, making it efficient and well-structured.

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

Completeness3/5

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

Given the tool's complexity (read operation with 2 parameters, no output schema), the description is minimally adequate. It explains what the tool does and returns, but lacks details on behavioral traits (e.g., rate limits) due to no annotations and no output schema. It meets basic needs but has clear gaps for effective agent use.

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

Parameters3/5

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

Schema description coverage is 100%, so the schema fully documents the parameters ('company' and 'taxonomy'). The description adds no additional meaning beyond what the schema provides, such as examples or constraints. With high schema coverage, the baseline is 3, as the description does not compensate but also does not detract.

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

Purpose4/5

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

The description clearly states the tool's purpose: 'Get all XBRL financial facts for a company' specifies the verb (get) and resource (XBRL financial facts), and 'Returns revenues, assets, liabilities, and other financial metrics from filings' elaborates on the output. It distinguishes from siblings like 'get_financial_metric' (single metric) and 'get_company_filings' (filings rather than facts), but does not explicitly contrast them, so it's not a 5.

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

Usage Guidelines2/5

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

The description provides no guidance on when to use this tool versus alternatives. It does not mention sibling tools like 'get_financial_metric' for single metrics or 'list_common_metrics' for metric definitions, nor does it specify prerequisites or exclusions. Usage is implied by the purpose but not explicitly stated.

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

get_company_filingsB

Get recent SEC filings for a company. Returns 10-K, 10-Q, 8-K, and other filing types with dates and links.

ParametersJSON Schema
NameRequiredDescriptionDefault
companyYesCompany identifier: ticker (AAPL), CIK (320193), or name (Apple Inc.)
formTypeNoFilter by form type: '10-K' (annual), '10-Q' (quarterly), '8-K' (current events), '4' (insider trades), etc.
limitNoMax filings to return (default 20)

TDQS

B3.1/5.0
Behavior2/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. It mentions the tool 'Returns 10-K, 10-Q, 8-K, and other filing types with dates and links,' which gives some output context, but lacks details on permissions, rate limits, error handling, or whether it's read-only. For a tool with no annotations, this is a significant gap in transparency.

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

Conciseness5/5

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

The description is concise and front-loaded: it starts with the core purpose and follows with key details in a single, efficient sentence. Every word earns its place, with no redundancy or unnecessary elaboration.

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

Completeness3/5

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

Given no annotations and no output schema, the description is moderately complete for a read operation. It specifies the resource (SEC filings) and return types, but lacks details on output format, pagination, or error scenarios. For a tool with 3 parameters and no structured safety hints, it should do more to compensate.

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

Parameters3/5

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

Schema description coverage is 100%, so the schema already documents all parameters (company, formType, limit) thoroughly. The description adds no additional parameter semantics beyond what's in the schema, such as examples or edge cases. Baseline 3 is appropriate when the schema does the heavy lifting.

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

Purpose4/5

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

The description clearly states the tool's purpose: 'Get recent SEC filings for a company' with specific filing types listed (10-K, 10-Q, 8-K). It distinguishes from siblings like get_company_facts or get_financial_metric by focusing on filings rather than facts or metrics. However, it doesn't explicitly differentiate from all siblings (e.g., search_companies might also involve company data).

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

Usage Guidelines2/5

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

The description provides no guidance on when to use this tool versus alternatives. It doesn't mention siblings like get_company_facts for structured data or search_companies for broader searches, nor does it specify prerequisites or exclusions. Usage is implied but not explicitly stated.

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

get_financial_metricB

Get a specific financial metric's history for a company (e.g., Revenue, Assets, NetIncome over multiple years).

ParametersJSON Schema
NameRequiredDescriptionDefault
companyYesCompany identifier: ticker, CIK, or name
metricYesXBRL metric tag (e.g., 'Revenues', 'Assets', 'NetIncomeLoss', 'StockholdersEquity', 'CashAndCashEquivalentsAtCarryingValue')
taxonomyNoTaxonomy: 'us-gaap' (default), 'dei', 'ifrs-full'

TDQS

B3.3/5.0
Behavior2/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. It describes the core function but lacks details on permissions, rate limits, data freshness, error handling, or output format (e.g., time series structure). For a tool with 3 parameters and no output schema, this leaves significant gaps in understanding how it behaves.

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

Conciseness5/5

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

The description is a single, efficient sentence that front-loads the purpose with clarifying examples. Every word earns its place, with no redundancy or unnecessary elaboration.

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

Completeness3/5

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

Given 3 parameters, 100% schema coverage, and no output schema, the description is minimally adequate. It covers the what and why but lacks behavioral context (e.g., output format, error cases) and explicit sibling differentiation, which would be needed for full completeness in this context.

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

Parameters3/5

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

Schema description coverage is 100%, so the schema already documents all parameters (company, metric, taxonomy). The description adds value by providing examples of metrics (Revenue, Assets, NetIncome) and hinting at the 'history' aspect, but doesn't elaborate on parameter interactions or constraints beyond what's in the schema.

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

Purpose4/5

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

The description clearly states the verb 'Get' and the resource 'financial metric's history for a company', with examples (Revenue, Assets, NetIncome over multiple years) that specify the scope. It distinguishes from siblings like get_company_facts (general facts) or get_company_filings (filings) by focusing on metric history, but doesn't explicitly contrast with get_industry_metric (industry-level) or list_common_metrics (list of metrics).

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

Usage Guidelines3/5

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

The description implies usage by mentioning 'over multiple years', suggesting it's for historical trend analysis, but provides no explicit guidance on when to use this tool versus alternatives like get_company_facts (which might include similar data) or list_common_metrics (for discovering metrics). No exclusions or prerequisites are stated.

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

get_industry_metricB

Get a financial metric aggregated across all companies for a specific period. Useful for industry comparisons.

ParametersJSON Schema
NameRequiredDescriptionDefault
metricYesXBRL metric tag (e.g., 'Revenues', 'Assets', 'NetIncomeLoss')
yearYesCalendar year (e.g., 2023)
quarterNoQuarter: 'Q1', 'Q2', 'Q3', 'Q4', or omit for annual
unitNoUnit of measurement: 'USD' (default), 'shares', 'pure'
limitNoMax companies to return (default 50)

TDQS

B3.3/5.0
Behavior2/5

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

No annotations are provided, so the description carries the full burden of behavioral disclosure. It mentions aggregation but doesn't specify how metrics are aggregated (e.g., sum, average, median) or any limitations like rate limits, data freshness, or error handling. For a tool with 5 parameters and no annotations, this leaves significant behavioral gaps, though it does hint at industry-wide scope.

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

Conciseness5/5

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

The description is extremely concise with two sentences that are front-loaded and waste-free. The first sentence states the core purpose, and the second adds practical context. Every word earns its place, making it easy to parse quickly without unnecessary elaboration.

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

Completeness3/5

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

Given 5 parameters, no annotations, and no output schema, the description is incomplete. It covers the high-level purpose and usage hint but lacks details on aggregation behavior, return format, or error cases. For a tool of this complexity, more context is needed to fully guide an agent, though it meets a minimal viable threshold.

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

Parameters3/5

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

Schema description coverage is 100%, so the schema fully documents all 5 parameters with clear descriptions and defaults. The description adds minimal value beyond the schema, only implying that parameters relate to industry aggregation without detailing semantics like how 'limit' affects results. Baseline 3 is appropriate since the schema does the heavy lifting, but the description doesn't compensate with additional insights.

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

Purpose4/5

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

The description clearly states the action ('Get') and resource ('financial metric aggregated across all companies'), making the purpose understandable. It distinguishes from siblings like 'get_company_facts' by focusing on industry-wide aggregation rather than company-specific data. However, it doesn't specify the exact aggregation method (e.g., sum, average), leaving some ambiguity.

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

Usage Guidelines3/5

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

The description provides some guidance by stating 'Useful for industry comparisons,' which implies when to use this tool. However, it doesn't explicitly mention when NOT to use it or name alternatives like 'get_financial_metric' (which might be for individual companies). The context is implied but lacks explicit exclusions or comparisons to sibling tools.

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

list_common_metricsB

List commonly used XBRL financial metrics with their tags. Helpful for finding the right metric name.

ParametersJSON Schema
NameRequiredDescriptionDefault
categoryNoFilter by category: 'income', 'balance', 'cash', 'shares', or 'all' (default)

TDQS

B3.3/5.0
Behavior2/5

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

No annotations are provided, so the description carries the full burden of behavioral disclosure. It states the tool lists metrics, implying a read-only operation, but doesn't cover aspects like whether it requires authentication, has rate limits, returns paginated results, or what the output format looks like. For a tool with no annotation coverage, this leaves significant gaps in understanding its behavior.

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

Conciseness5/5

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

The description is very concise and well-structured, consisting of two sentences that directly state the purpose and usage without any wasted words. It's front-loaded with the core action and efficiently adds a helpful tip, making it easy to understand quickly.

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

Completeness3/5

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

Given the tool's low complexity (one optional parameter, no output schema, no annotations), the description is adequate but not complete. It covers the basic purpose and a usage hint, but lacks details on behavioral traits like output format or operational constraints. For a simple listing tool, this is minimally viable but could be improved with more context.

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

Parameters3/5

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

The input schema has 100% description coverage, with the 'category' parameter fully documented in the schema itself. The description doesn't add any parameter-specific details beyond what the schema provides, such as explaining the categories further or giving examples. Since the schema does the heavy lifting, the baseline score of 3 is appropriate.

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

Purpose4/5

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

The description clearly states the tool's purpose: 'List commonly used XBRL financial metrics with their tags.' It specifies the verb ('List') and resource ('XBRL financial metrics with their tags'), making the action and target explicit. However, it doesn't differentiate from siblings like 'get_financial_metric' or 'get_industry_metric', which might retrieve specific metrics rather than list common ones, so it's not a perfect 5.

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

Usage Guidelines3/5

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

The description provides implied usage guidance: 'Helpful for finding the right metric name.' This suggests using the tool when you need to discover or identify metrics, but it doesn't explicitly state when to use this tool versus alternatives like 'get_financial_metric' or 'get_industry_metric', nor does it mention exclusions or prerequisites. The guidance is useful but not comprehensive.

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

search_companiesA

Search for companies by name or ticker to find their CIK (Central Index Key). Returns matching companies with CIK, ticker, and name.

ParametersJSON Schema
NameRequiredDescriptionDefault
queryYesCompany name or ticker symbol to search (e.g., 'Apple', 'AAPL', 'Microsoft')
limitNoMax results to return (default 20)

TDQS

A4/5.0
Behavior3/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. It describes what the tool does (search and return matching companies with specific fields) but doesn't mention important behavioral aspects like rate limits, authentication requirements, error conditions, or pagination behavior. The description is accurate about the tool's function but lacks operational context.

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

Conciseness5/5

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

The description is perfectly concise with two sentences that each earn their place. The first sentence explains the purpose and parameters, the second explains the return values. There's no wasted language and the information is front-loaded effectively.

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

Completeness4/5

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

For a search tool with 2 parameters (100% schema coverage) and no output schema, the description provides good context about what the tool does and what it returns. However, without annotations and with no output schema, it could benefit from more detail about return format structure or error handling. The description covers the essential purpose and output but leaves some operational details unspecified.

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

Parameters3/5

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

Schema description coverage is 100%, so the schema already fully documents both parameters. The description mentions searching 'by name or ticker' which aligns with the query parameter description, but adds no additional semantic context beyond what's in the schema. This meets the baseline for high schema coverage.

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 the specific action ('Search for companies'), the resource ('companies'), and the purpose ('to find their CIK'). It distinguishes from siblings by focusing on search functionality rather than retrieving facts, filings, or metrics. The description explicitly mentions what information is returned (CIK, ticker, name).

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 provides clear context for when to use this tool: when searching for companies by name or ticker to obtain CIK information. It doesn't explicitly mention when not to use it or name specific alternatives among the sibling tools, but the purpose is sufficiently distinct from siblings like get_company_facts or get_company_filings that the appropriate usage is implied.

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. 6 tool updatesv1.0.0
    • First observedget_company_facts
    • First observedget_company_filings
    • First observedget_financial_metric
    • First observedget_industry_metric
    • First observedlist_common_metrics
    • First observedsearch_companies

TDQS

A3.7/5.0
Disambiguation5/5

Each tool has a clearly distinct purpose with no ambiguity: get_company_facts retrieves all financial facts, get_company_filings focuses on filing documents, get_financial_metric tracks a specific metric over time, get_industry_metric provides aggregated industry data, list_common_metrics lists available metrics, and search_companies finds company identifiers. The descriptions clearly differentiate these functions, preventing misselection.

Naming Consistency5/5

All tool names follow a consistent verb_noun pattern using snake_case, such as get_company_facts, get_company_filings, get_financial_metric, get_industry_metric, list_common_metrics, and search_companies. This predictable naming convention enhances readability and usability across the tool set.

Tool Count5/5

With 6 tools, the server is well-scoped for SEC EDGAR data access, covering key operations like retrieving company facts, filings, metrics, industry data, metric listings, and company searches. Each tool earns its place without being overwhelming or insufficient for the domain.

Completeness4/5

The tool set provides strong coverage for SEC EDGAR data retrieval, including company-specific and industry-level financial data, filings, and search capabilities. A minor gap exists in update or delete operations, but these are not typical for a read-only data source like SEC filings, so agents can work effectively with the provided tools.

Maintenance

ActivityInactive
ResponsivenessNo issues

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