SEC EDGAR MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
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 | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| search_companiesA | Search for companies by name or ticker to find their CIK (Central Index Key). Returns matching companies with CIK, ticker, and name. |
| 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. |
| get_company_factsB | Get all XBRL financial facts for a company. Returns revenues, assets, liabilities, and other financial metrics from filings. |
| get_financial_metricB | Get a specific financial metric's history for a company (e.g., Revenue, Assets, NetIncome over multiple years). |
| get_industry_metricB | Get a financial metric aggregated across all companies for a specific period. Useful for industry comparisons. |
| list_common_metricsB | List commonly used XBRL financial metrics with their tags. Helpful for finding the right metric name. |
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 6 tools
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.
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.
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.
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.