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., "@SEC EDGAR MCP Server Show me the latest 10-K filing for Apple"
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.
Access SEC filings and XBRL financial data for all publicly traded U.S. companies.
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
Related MCP server: SEC EDGAR MCP Server
No API key required. Add to your MCP config:
{
"sec-edgar": {
"command": "node",
"args": ["/path/to/sec-edgar/dist/index.js"],
"env": {}
}
}search_companiesSearch 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_filingsGet 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: 5Returns: Filing dates, accession numbers, and direct links to SEC documents
get_company_factsGet 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_metricGet 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_metricGet 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: 100list_common_metricsList commonly used XBRL financial metrics with their tags.
Parameter | Required | Description |
category | No | "income", "balance", "cash", "shares", or "all" |
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 |
Tag | Description |
Assets | Total assets |
AssetsCurrent | Current assets |
Liabilities | Total liabilities |
StockholdersEquity | Shareholders' equity |
CashAndCashEquivalentsAtCarryingValue | Cash |
LongTermDebt | Long-term debt |
Tag | Description |
NetCashProvidedByUsedInOperatingActivities | Operating cash flow |
NetCashProvidedByUsedInInvestingActivities | Investing cash flow |
NetCashProvidedByUsedInFinancingActivities | Financing cash flow |
PaymentsToAcquirePropertyPlantAndEquipment | CapEx |
10 requests per second
Must include User-Agent header (built into this server)
XBRL Taxonomy: https://xbrl.us/home/filers/sec-reporting/taxonomies/
Company Search: https://www.sec.gov/cgi-bin/browse-edgar
Get all XBRL financial facts for a company. Returns revenues, assets, liabilities, and other financial metrics from filings.
Inputs: company (required), taxonomy.
Get recent SEC filings for a company. Returns 10-K, 10-Q, 8-K, and other filing types with dates and links.
Inputs: company (required), formType, limit.
Get a specific financial metric's history for a company (e.g., Revenue, Assets, NetIncome over multiple years).
Inputs: company (required), metric (required), taxonomy.
Get a financial metric aggregated across all companies for a specific period. Useful for industry comparisons.
Inputs: metric (required), year (required), quarter, unit, +1 more.
List commonly used XBRL financial metrics with their tags. Helpful for finding the right metric name.
Inputs: category.
Search for companies by name or ticker to find their CIK (Central Index Key). Returns matching companies with CIK, ticker, and name.
Inputs: query (required), limit.
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
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Scored across 6 tools
Each tool has a clearly distinct purpose with no ambiguity: get_company_facts retrieves all financial facts, get_company_filings focuses on filing documents, get_financial_metric tracks a specific metric over time, get_industry_metric provides aggregated industry data, list_common_metrics lists available metrics, and search_companies finds company identifiers. The descriptions clearly differentiate these functions, preventing misselection.
All tool names follow a consistent verb_noun pattern using snake_case, such as get_company_facts, get_company_filings, get_financial_metric, get_industry_metric, list_common_metrics, and search_companies. This predictable naming convention enhances readability and usability across the tool set.
With 6 tools, the server is well-scoped for SEC EDGAR data access, covering key operations like retrieving company facts, filings, metrics, industry data, metric listings, and company searches. Each tool earns its place without being overwhelming or insufficient for the domain.
The tool set provides strong coverage for SEC EDGAR data retrieval, including company-specific and industry-level financial data, filings, and search capabilities. A minor gap exists in update or delete operations, but these are not typical for a read-only data source like SEC filings, so agents can work effectively with the provided tools.
Research U.S. public companies from their SEC filings: financials, XBRL facts and filing text.
Revenue, profit, cash, debt and EPS for any US-listed company straight from SEC XBRL filings.
SEC EDGAR company lookup, filings, XBRL financials and filing text. Pay per call in USDC via x402.
Search SEC EDGAR filings, financial statements, and company data.
