SEC EDGAR MCP
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SEC_EDGAR_USER_AGENT | Yes | Your user agent string required by SEC EDGAR (e.g., 'Your Name (your@email.com)') |
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": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_cik_by_tickerA | Convert a stock ticker symbol to its SEC CIK (Central Index Key). Args: ticker: Stock ticker symbol (e.g., "AAPL", "NVDA", "MSFT") Returns: CIK number for use with other SEC EDGAR tools. |
| get_company_infoA | Retrieve company information from SEC records. Args: identifier: Company ticker symbol or CIK number Returns: Company details including name, CIK, SIC code, exchange, and fiscal year end. |
| search_companiesB | Search for companies by name in SEC records. Args: query: Company name search query limit: Maximum results to return (default: 10) Returns: List of matching companies with CIK and ticker information. |
| get_company_factsD | – |
| get_recent_filingsA | Get recent SEC filings for a company or across all filers. Args: identifier: Company ticker/CIK (optional, omit for all recent filings) form_type: Filter by form type (e.g., "10-K", "10-Q", "8-K", "4") days: Number of days to look back (default: 30) limit: Maximum filings to return (default: 50) Returns: List of filings with dates, form types, accession numbers, and SEC URLs. |
| get_filing_contentA | Get the content of a specific SEC filing with paging support. Args: identifier: Company ticker symbol or CIK number accession_number: The accession number of the filing offset: Character offset into the filing content (default: 0) max_chars: Maximum number of characters to return (default: 50000) Returns: Dictionary containing filing content page and pagination metadata |
| analyze_8kA | Analyze an 8-K current report for material events. Args: identifier: Company ticker symbol or CIK number accession_number: The 8-K filing accession number Returns: Analysis of reported items: Material agreements Results of operations (earnings) Officer/director changes Regulation FD disclosures Other material events |
| get_filing_sectionsA | Extract specific sections from 10-K or 10-Q filings. Args: identifier: Company ticker symbol or CIK number accession_number: Filing accession number form_type: Form type ("10-K" or "10-Q") Returns: Extracted sections including business description, risk factors, and MD&A. |
| get_financialsD | – |
| get_segment_dataD | – |
| get_key_metricsD | – |
| compare_periodsD | – |
| discover_company_metricsA | Discover what financial metrics are available for a company. Use this tool to find available XBRL concepts before using get_key_metrics. Args: identifier: Company ticker symbol or CIK number search_term: Filter metrics by name (optional) Returns: List of available XBRL concepts with data counts. |
| get_xbrl_conceptsD | – |
| discover_xbrl_conceptsB | Discover all XBRL concepts available in a filing. Use this to explore available data before extracting specific concepts. Args: identifier: Company ticker symbol or CIK number accession_number: Specific filing accession number (optional) form_type: Form type if no accession number provided (default: "10-K") namespace_filter: Filter by namespace (e.g., "us-gaap") Returns: All discovered concepts, namespaces, and sample values. |
| get_insider_transactionsD | – |
| get_insider_summaryA | Get a summary of insider trading activity. Args: identifier: Company ticker symbol or CIK number days: Number of days to analyze (default: 180) Returns: Summary with filing counts by form type, unique insiders, and recent activity. |
| get_form4_detailsD | – |
| analyze_form4_transactionsD | – |
| analyze_insider_sentimentA | Analyze insider trading patterns and frequency. Args: identifier: Company ticker symbol or CIK number months: Number of months to analyze (default: 6) Returns: Filing frequency analysis (high/moderate/low) and recent activity summary. This provides frequency analysis only. For buy/sell sentiment, use analyze_form4_transactions to examine actual transaction details. |
| get_recommended_toolsA | Get recommended tools for analyzing a specific SEC form type. Args: form_type: SEC form type (e.g., "10-K", "8-K", "4", "DEF 14A") Returns: Recommended tools and usage tips for the form type. |
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 21 tools
Multiple tools have overlapping purposes, especially in the insider trading (5 tools) and financial metrics (7 tools) areas. While each has distinct nuances, the boundaries are unclear and could lead to agent confusion.
Most tools follow a verb_noun pattern (analyze_, discover_, get_, search_), but there are minor inconsistencies such as 'get_cik_by_ticker' with a preposition and 'compare_periods' without a clear prefix. Overall readable and predictable.
21 tools is slightly above the typical well-scoped range (3-15), but given the breadth of SEC EDGAR data (filings, financials, insider trading), the count is still reasonable and each tool serves a specific need.
The tool set covers major areas: company lookup, filings, financial metrics, and insider trading. Minor gaps exist, such as no historical filing list beyond a few days and no full-text search across filings, but core workflows are supported.