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stefanoamorelli

SEC EDGAR MCP

README.md
# SEC EDGAR MCP

<p align="center">
  <a href="https://pypi.org/project/sec-edgar-mcp/"><img alt="PyPI" src="https://img.shields.io/pypi/v/sec-edgar-mcp.svg" /></a>
  <img alt="Python: 3.11+" src="https://img.shields.io/badge/python-3.11+-brightgreen.svg" />
  <img alt="License: AGPL-3.0" src="https://img.shields.io/badge/license-AGPL--3.0-blue.svg" />
  <a href="https://doi.org/10.5281/zenodo.17123165"><img alt="DOI" src="https://img.shields.io/badge/DOI-10.5281%2Fzenodo.17123165-blue.svg" /></a>
  <a href="https://github.com/stefanoamorelli/sec-edgar-mcp/actions/workflows/evals.yml"><img alt="Evals" src="https://github.com/stefanoamorelli/sec-edgar-mcp/actions/workflows/evals.yml/badge.svg" /></a>
</p>

MCP server for accessing SEC EDGAR filings. Connects AI assistants to company filings, financial statements, and insider trading data with exact numeric precision.

Built on [sec-edgar-toolkit](https://github.com/stefanoamorelli/sec-edgar-toolkit).

https://github.com/user-attachments/assets/d310eb42-b3ca-467d-92f7-7d132e6274fe

<details>
<summary>See demo video</summary>

<a href="https://www.loom.com/share/17fcd7d891fe496f9a6b8fb85ede66bb">
  <img style="max-width:300px;" src="https://cdn.loom.com/sessions/thumbnails/17fcd7d891fe496f9a6b8fb85ede66bb-7f8590d1d4bcc2fb-full-play.gif">
</a>

</details>

> [!NOTE]
> This project is not affiliated with or endorsed by the U.S. Securities and Exchange Commission. EDGAR and SEC are trademarks of the SEC.

## Quick Start

```json
{
  "mcpServers": {
    "sec-edgar-mcp": {
      "command": "docker",
      "args": [
        "run", "-i", "--rm",
        "-e", "SEC_EDGAR_USER_AGENT=Your Name (your@email.com)",
        "stefanoamorelli/sec-edgar-mcp:latest"
      ]
    }
  }
}
```

The `-i` flag is required for MCP's JSON-RPC communication.

For other installation methods (pip, uv), see the [documentation](https://sec-edgar-mcp.amorelli.tech/setup/quickstart).

## Tools

| Category | Tools |
|----------|-------|
| **Company** | CIK lookup, company info, company facts |
| **Filings** | 10-K, 10-Q, 8-K retrieval, section extraction |
| **Financials** | Balance sheet, income statement, cash flow (XBRL-parsed) |
| **Insider Trading** | Form 3/4/5 transactions |

All responses include SEC filing URLs for verification.

## HTTP Transport

For platforms like [Dify](https://dify.ai), use streamable HTTP instead of stdio:

```bash
python -m sec_edgar_mcp.server --transport streamable-http --port 9870
```

No authentication is included. Use only on private networks.

## Evaluations

[Promptfoo](https://github.com/promptfoo/promptfoo)-based test suite. See [`evals/`](evals/) for details.

```bash
cd evals && npm install && npm run eval
```

## Documentation

Full docs: [sec-edgar-mcp.amorelli.tech](https://sec-edgar-mcp.amorelli.tech/)

## Contributors

<a href="https://github.com/stefanoamorelli/sec-edgar-mcp/graphs/contributors">
  <img src="https://contrib.rocks/image?repo=stefanoamorelli/sec-edgar-mcp" />
</a>

## Citation

If you use this software in research, please cite it:

[![DOI](https://zenodo.org/badge/DOI/10.5281/zenodo.17123166.svg)](https://doi.org/10.5281/zenodo.17123166)

```bibtex
@software{amorelli_sec_edgar_mcp_2025,
  title = {{SEC EDGAR MCP (Model Context Protocol) Server}},
  author = {Amorelli, Stefano},
  version = {1.0.6},
  year = {2025},
  month = {9},
  url = {https://doi.org/10.5281/zenodo.17123166},
  doi = {10.5281/zenodo.17123166}
}
```

See [CITATION.cff](CITATION.cff) for additional formats.

## License

[AGPL-3.0](LICENSE). For commercial licensing: stefano@amorelli.tech

TDQS

C2.5/5.0

Scored across 21 tools

Disambiguation2/5

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.

Naming Consistency4/5

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.

Tool Count4/5

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.

Completeness4/5

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.

Maintenance

ActivityMaintained
ResponsivenessUnresponsive