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edgar-mcp

edgar-mcp

edgar-mcp

SEC EDGAR financial data for AI agents, exposed as an MCP stdio server.

Install

pip install edgar-mcp

Related MCP server: Aegis Gov SEC Filings MCP

Configuration

Variable

Required

Purpose

EDGAR_API_KEY

hosted tools

API key for the hosted EDGAR API; not used by get_issuer_submissions_meta.

EDGAR_API_URL

no

Override the API base URL. Defaults to https://www.edgarparser.com.

EDGAR_MCP_OUTPUT_DIR

no

Directory for output="file" tool responses.

Claude Desktop / Claude Code config:

{
  "mcpServers": {
    "edgar-financials": {
      "type": "stdio",
      "command": "edgar-mcp",
      "env": {
        "EDGAR_API_KEY": "YOUR_KEY_HERE"
      }
    }
  }
}

Tool Inventory

This package exposes 32 public MCP tools. The inventory below is generated from the same manifest that drives the hosted API documentation.

Tool

Summary

Tier

Cache Behavior

get_filings

Return filing metadata and SEC accession details for one ticker period.

public

cache_only

get_event_filings

Discover event filings by ticker, CIK, date range, form type, or query.

public

cold_allowed

describe_filing

Show cached availability for financials, sections, tables, markdown, and extractions for one filing.

public

cache_only

get_filing_document

Return a readable markdown filing document with section filtering and pagination.

registered

cold_allowed

get_filing_sections

Extract selected qualitative filing sections and optional embedded tables.

public

cold_allowed

get_filing_cover_facts

Return exact DEI cover-page facts such as shares outstanding with citations.

registered

cold_allowed

get_filing_evidence

Plan and retrieve citation-ready filing evidence for qualitative SEC questions.

paid

llm_call

get_issuer_submissions_meta

Return an issuer's SEC submissions header metadata directly from the public SEC JSON endpoint.

public

cold_allowed

get_operational_kpi_drivers

Research filing narrative and markdown tables for operational KPI values and driver context.

paid

llm_call

get_operational_kpi_driver_rows

Return the strict producer-owned operational KPI driver row DTO without transport reinterpretation.

paid

cold_allowed

get_filing_extractions

Return cached langextract spans for one filing or run paid extraction on cache miss.

paid

llm_call

search_extractions

Search cached langextract spans across filings with structured filters.

paid

cache_only

get_extraction_series

Return periodized counts and optional hits for cached langextract spans.

paid

cache_only

extract_filing_file

Run a selected extraction schema against a short-lived filing artifact issued by get_filing_sections.

internal

llm_call

list_extraction_schemas

List document extraction schemas available to the internal document API.

internal

cache_only

get_filing_tables

Return filing table metadata or one hydrated structured table.

public

cold_allowed

search_filing_tables

Search cached filing table metadata across a ticker and period range.

public

cache_only

compare_filing_tables

Compare matching filing tables across multiple tickers.

public

cache_only

search_filing_text

Search cached markdown within one filing and return matching spans.

registered

cache_only

get_financials

Return matcher-produced numeric financial rows for one fiscal filing period.

public

cache_only

get_filing_facts

Retrieve exact-QName facts or whole statement and disclosure presentation occurrences from one exact SEC filing accession.

registered

cold_allowed

get_metric

Return one discovered metric or XBRL tag with current, prior, and YoY values.

public

cache_only

get_metric_series

Return one metric across multiple periods with per-period cache and coverage status.

public

cache_only

list_metrics

List exact metric candidates available in one filing period.

public

cache_only

search_metrics

Search filing metrics by natural-language query and return ranked exact candidates.

public

cold_allowed

get_statement

Return a template-backed income statement, balance sheet, or cash flow statement from cached concepts.

public

cache_only

get_concept

Resolve one registry-backed financial concept from cached filing facts.

public

cache_only

compare_concept

Compare one registry-backed concept across a caller-provided ticker set.

public

cache_only

concept_trend

Return a cache-only concept time series across a requested period range.

public

cache_only

cite_concept

Join a registry-backed concept value to filing prose and optional extraction evidence.

paid

cache_only

warm_metric_cache

Queue paid-tier background warming for metric periods before follow-up reads.

paid

cold_allowed

warm_metric_cache_status

Poll a background cache-warming job returned by warm_metric_cache.

paid

cache_only

Tool Families

Filing Metadata and Documents

get_filings, get_event_filings, describe_filing, get_filing_document, get_filing_sections, get_filing_cover_facts, get_filing_evidence, get_issuer_submissions_meta

Operational KPIs

get_operational_kpi_drivers, get_operational_kpi_driver_rows

LangExtract

get_filing_extractions, search_extractions, get_extraction_series, extract_filing_file, list_extraction_schemas

Filing Tables

get_filing_tables, search_filing_tables, compare_filing_tables

Filing Text

search_filing_text

XBRL and Concepts

get_financials, get_filing_facts, get_metric, get_metric_series, list_metrics, search_metrics, get_statement, get_concept, compare_concept, concept_trend, cite_concept, warm_metric_cache, warm_metric_cache_status

Runtime Notes

  • This is a thin client for the hosted EDGAR API and the public SEC submissions endpoint; it does not parse filings locally.

  • Missing or invalid EDGAR_API_KEY lets the server start, but hosted API tool calls return authentication errors; get_issuer_submissions_meta does not require the key.

  • Large payload tools support output="file" and write to EDGAR_MCP_OUTPUT_DIR or a local fallback directory.

  • API rate limits and paid-tool access are enforced by the hosted service.

Available Tools

6 tools
get_filingsC

Fetch SEC filing metadata for a company. Returns list of 10-Q, 10-K, and 8-K (earnings release) filings with URLs, dates, and fiscal period assignments.

Inputs: ticker (required), year (required), quarter (required). Returns: object

get_filing_sectionsC

Parse qualitative sections from SEC 10-K or 10-Q filings and return narrative/tables with metadata.

Inputs: ticker (required), year (required), quarter (required), sections, +4 more. Returns: object

get_financialsB

Extract all financial facts from SEC filings. Returns structured JSON with income statement, balance sheet, and cash flow data.

Inputs: ticker (required), year (required), quarter (required), full_year_mode, +2 more. Returns: object

get_metricC

Get a specific financial metric by common name or XBRL tag and return current/prior values with YoY comparison.

Inputs: ticker (required), year (required), quarter (required), metric_name (required), +3 more. Returns: object

list_metricsA

List available metric tags for a filing period so an agent can choose an exact metric_name before calling get_metric.

Inputs: ticker (required), year (required), quarter (required), full_year_mode, +4 more. Returns: object

search_metricsC

Search available filing metrics by natural-language query and return ranked candidates.

Inputs: ticker (required), year (required), quarter (required), query (required), +5 more. Returns: object

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

Loading tool schema changelog…

    TDQS

    A3.5/5.0

    Scored across 6 tools

    Disambiguation5/5

    Each tool has a clearly distinct purpose with no ambiguity: get_filings retrieves metadata, get_filing_sections parses qualitative content, get_financials extracts structured financial data, get_metric fetches specific metrics, list_metrics enumerates available metrics, and search_metrics enables natural-language discovery. The boundaries are well-defined and complementary.

    Naming Consistency5/5

    All tool names follow a consistent verb_noun pattern with snake_case throughout (e.g., get_filings, get_filing_sections, get_financials, get_metric, list_metrics, search_metrics). The naming is predictable and enhances readability across the set.

    Tool Count5/5

    With 6 tools, the count is well-scoped for the SEC filing analysis domain. Each tool earns its place by covering distinct aspects like metadata retrieval, content parsing, data extraction, and metric access, without being overly sparse or bloated.

    Completeness4/5

    The tool set provides comprehensive coverage for analyzing SEC filings, including metadata, qualitative sections, financial data, and metrics. A minor gap exists in lacking explicit update or delete operations, but this is reasonable for a read-only data retrieval server focused on financial analysis workflows.

    Maintenance

    ActivitySlowing
    ResponsivenessNo recent community issues

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