secedgar-mcp-server
io.github.cyanheads/secedgar-mcp-serverQuery SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.
Score: 100/100
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Tools · 16
Find companies and retrieve entity info with optional recent filings. Entry point for most EDGAR workflows — resolves tickers, names, or CIKs to entity details, with accession numbers in the result fe…
Search EDGAR filings since 1993. Full-text search covers 2001-present (the EFTS index floor); pre-2001 date ranges (to 1993) are served from the archives by form and entity/date. Pre-2001 free text ne…
Fetch a specific filing's metadata and document content by accession number. Returns the primary document as readable text. Use offset/next_offset for multi-page access to large filings (10-K, S-1 can…
Get historical XBRL financial data for a company. Accepts friendly concept names (e.g., "revenue", "net_income", "assets") or raw XBRL tags. Discover available friendly names with secedgar_search_conc…
Build a company financial profile in one call: the latest value of every supported XBRL concept, grouped by statement. Reads the filer's complete companyfacts payload once rather than one request per …
Retrieve a company's 8-K filings with their item codes decoded, optionally filtered to specific items. 8-K item codes are how material events are actually scoped — 1.01 material agreements, 2.02 resul…
Fetch Form 4 insider transactions (purchases, sales, grants, exercises) for a company by parsing SEC EDGAR ownership XML. Returns the reporting person, their relationship to the issuer, transaction da…
Fetch 13F-HR quarterly institutional holdings by parsing the SEC EDGAR information table XML. company is the institutional filer — its 10-digit CIK (e.g. 0000102909), a ticker, or an entity name (name…
Find which institutional managers reported holding an issuer, by searching 13F-HR information tables for one reporting quarter. This is the reverse direction of secedgar_get_institutional_holdings: th…
List the 5%-and-over beneficial owners of a public company, parsed from the structured SCHEDULE 13D and SCHEDULE 13G filings made about it. The input is the ISSUER — the company being held — which is …
List what an ETF or mutual fund holds, parsed from the NPORT-P portfolio report it files with the SEC every quarter. The input is the fund — a ticker like VOO, a fund series ID, or the registrant trus…
Fetch SEC XBRL frames for one concept × one period across all reporting companies. Inline response returns a page of the ranked companies — start at the top or pass offset/next_offset to walk further …
Compare 2-10 named companies across 1-8 XBRL concepts, aligned on calendar periods. This is the middle shape between secedgar_get_financials (one company, one concept, full history) and secedgar_fetch…
Search supported XBRL financial concepts by keyword, statement group, or taxonomy. Use before secedgar_get_financials, secedgar_compare_companies, or secedgar_fetch_frames to discover the right friend…
List the dataframes (df_XXXXX_XXXXX) registered by the data-returning secedgar_* tools — any tool whose response carries a `dataset` handle stages its full result set here. Each entry surfaces source …
Run a single-statement SELECT against the canvas dataframes registered by the data-returning secedgar_* tools — any tool whose response carries a `dataset` handle. Inspect a dataframe with secedgar_da…
Resources · 2
Reference list of common XBRL financial concepts grouped by financial statement, mapping friendly names accepted by secedgar_get_financials, secedgar_compare_companies, and secedgar_fetch_frames to th…
secedgar://concepts
Reference list of common SEC filing types with descriptions, cadence, and typical use cases, plus the full 8-K item-code decode tables for both numbering regimes. Helps choose the forms parameter for …
secedgar://filing-types
Prompts · 1
Guide a structured analysis of a public company's SEC filings: identify recent filings, extract financial trends, surface risk factors, and note material events.
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How to use
Add to your Claude Desktop / Cursor / Cline MCP config:
{
"mcpServers": {
"secedgar-mcp-server": {
"url": "https://secedgar.caseyjhand.com/mcp",
"transport": "http"
}
}
}