# 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

## Setup

No API key required. Add to your MCP config:

```json
{
  "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

- EDGAR API: https://www.sec.gov/edgar/sec-api-documentation
- XBRL Taxonomy: https://xbrl.us/home/filers/sec-reporting/taxonomies/
- Company Search: https://www.sec.gov/cgi-bin/browse-edgar