edgar-mcp
This server exposes SEC EDGAR financial data as MCP tools, letting agents fetch filings, extract financials, search metrics, and parse filing sections.
Fetch filing metadata: Get 10-Q, 10-K, and 8-K filings for a ticker/period, including URLs and dates.
Extract financials: Retrieve structured income statement, balance sheet, and cash flow data.
Query specific metrics: Get current/prior/YoY values for a metric by name or XBRL tag.
List and search metrics: Discover available metric tags or find them via natural-language queries.
Parse filing sections: Extract qualitative narrative sections (e.g., MD&A) with optional tables from 10-K/10-Q filings.
Access filing documents: Get markdown-readable filings, sections, cover facts, and evidence.
Use tables and text: Search and compare filing tables, and search markdown text within filings.
Advanced XBRL tools: Get exact QName facts, statements, concept trends, and citations.
Support large outputs: Option to write responses to files via
output="file".Handle caching and background warming: Queue and poll cache-warming jobs for faster metric reads.
Public and tiered access: Tools range from public to registered/paid, with key-based authentication for hosted API.
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@edgar-mcp Find the revenue and net income for Apple in their most recent 10-K filing"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
edgar-mcp
SEC EDGAR financial data for AI agents, exposed as an MCP stdio server.
Install
pip install edgar-mcpRelated MCP server: Aegis Gov SEC Filings MCP
Configuration
Variable | Required | Purpose |
| hosted tools | API key for the hosted EDGAR API; not used by |
| no | Override the API base URL. Defaults to |
| no | Directory for |
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 |
| Return filing metadata and SEC accession details for one ticker period. |
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| Discover event filings by ticker, CIK, date range, form type, or query. |
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| Show cached availability for financials, sections, tables, markdown, and extractions for one filing. |
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| Return a readable markdown filing document with section filtering and pagination. |
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| Extract selected qualitative filing sections and optional embedded tables. |
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| Return exact DEI cover-page facts such as shares outstanding with citations. |
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| Plan and retrieve citation-ready filing evidence for qualitative SEC questions. |
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| Return an issuer's SEC submissions header metadata directly from the public SEC JSON endpoint. |
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| Research filing narrative and markdown tables for operational KPI values and driver context. |
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| Return the strict producer-owned operational KPI driver row DTO without transport reinterpretation. |
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| Return cached langextract spans for one filing or run paid extraction on cache miss. |
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| Search cached langextract spans across filings with structured filters. |
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| Return periodized counts and optional hits for cached langextract spans. |
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| Run a selected extraction schema against a short-lived filing artifact issued by get_filing_sections. |
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| List document extraction schemas available to the internal document API. |
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| Return filing table metadata or one hydrated structured table. |
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| Search cached filing table metadata across a ticker and period range. |
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| Compare matching filing tables across multiple tickers. |
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| Search cached markdown within one filing and return matching spans. |
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| Return matcher-produced numeric financial rows for one fiscal filing period. |
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| Retrieve exact-QName facts or whole statement and disclosure presentation occurrences from one exact SEC filing accession. |
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| Return one discovered metric or XBRL tag with current, prior, and YoY values. |
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| Return one metric across multiple periods with per-period cache and coverage status. |
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| List exact metric candidates available in one filing period. |
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| Search filing metrics by natural-language query and return ranked exact candidates. |
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| Return a template-backed income statement, balance sheet, or cash flow statement from cached concepts. |
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| Resolve one registry-backed financial concept from cached filing facts. |
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| Compare one registry-backed concept across a caller-provided ticker set. |
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| Return a cache-only concept time series across a requested period range. |
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| Join a registry-backed concept value to filing prose and optional extraction evidence. |
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| Queue paid-tier background warming for metric periods before follow-up reads. |
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| Poll a background cache-warming job returned by warm_metric_cache. |
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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_KEYlets the server start, but hosted API tool calls return authentication errors;get_issuer_submissions_metadoes not require the key.Large payload tools support
output="file"and write toEDGAR_MCP_OUTPUT_DIRor a local fallback directory.API rate limits and paid-tool access are enforced by the hosted service.
Links
Hosted API: https://www.edgarparser.com
Documentation: https://docs.edgarparser.com
MCP setup: https://docs.edgarparser.com/mcp
Tool reference: https://docs.edgarparser.com/tools
Changelog RSS: https://docs.edgarparser.com/rss.xml
In-app developer page: https://www.edgarparser.com/developers
Open parser package: https://github.com/henrysouchien/edgar-parser
Source package: https://github.com/henrysouchien/edgar-mcp
Available Tools
6 toolsget_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
Scored across 6 tools
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.
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.
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.
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
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