About Beefi
Beefi is a hosted MCP server for querying SEC EDGAR data on US public companies, aimed at AI apps and MCP clients. Its read-only tools cover financials, ownership, filings and macro data, with statement periods linked to their source filings.
Key features
- 01Financial statements and metrics
- 02Insider and institutional ownership data
- 03SEC filings and filing items
- 04Stock prices and macro data
- 05Company search and discovery
Use cases
- 01Compare company margins across years
- 02Review recent insider sales
- 03Find and summarize company filings
MCP support
Beefi exposes more than 30 read-only tools through a hosted Streamable HTTP MCP endpoint. MCP clients connect at https://mcp.beefi.ai/mcp using OAuth or an API key.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://mcp.beefi.ai/mcpclaude mcp add --transport http ai-beefi https://mcp.beefi.ai/mcp{"mcpServers":{"ai-beefi":{"type":"http","url":"https://mcp.beefi.ai/mcp"}}}Open in Cursor{"servers":{"ai-beefi":{"type":"http","url":"https://mcp.beefi.ai/mcp"}}}Open in VS Code{"mcpServers":{"ai-beefi":{"type":"http","url":"https://mcp.beefi.ai/mcp"}}}{"mcpServers":{"ai-beefi":{"serverUrl":"https://mcp.beefi.ai/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
Details
From the project READMEBeefi MCP
SEC EDGAR data for your AI app. Financials, insider trades, 13F holdings, filings and macro for every US public company.
Website · Docs · Pricing · MCP Registry
Beefi is a hosted MCP server at https://mcp.beefi.ai/mcp. Connect it to Claude, ChatGPT, Cursor or any MCP client and ask about US public companies. Answers come from SEC filings, and every statement period links back to the 10-K or 10-Q it came from.
This repo holds the install files for Claude Code, Codex, Cursor and other clients. The server itself is hosted by Beefi, so there is nothing to run.
What you can ask
- "Show insider sales at NVIDIA in the last 3 months."
- "Compare Microsoft and Alphabet's operating margins over the last 3 years."
- "How has Apple's free cash flow changed over the last 5 years?"
- "List Tesla's 8-K filings from the last 6 months and what each was about."
- "Summarize the risk factors in Nvidia's latest 10-K."
Install
Claude Code
claude plugin marketplace add capaxelabs/plugins
claude plugin install beefi@capaxe
Then run /mcp in Claude Code, pick beefi and sign in to Beefi. No API key needed.
Prefer a plain MCP server over a plugin:
claude mcp add --transport http beefi https://mcp.beefi.ai/mcp
Claude.ai and Claude Desktop
- Open Settings > Connectors and select Add custom connector.
- Name it Beefi and paste
https://mcp.beefi.ai/mcp. - Select Connect and sign in.
ChatGPT
- Open Settings > Apps & Connectors > Advanced settings and turn on Developer mode.
- In Apps & Connectors, select Create.
- Name it Beefi, paste
https://mcp.beefi.ai/mcpand choose OAuth.
Codex
codex plugin marketplace add capaxelabs/plugins
codex plugin add beefi@capaxe
Or add it as a plain MCP server:
codex mcp add beefi --url https://mcp.beefi.ai/mcp
Cursor
Use the Add to Cursor button above, or add to ~/.cursor/mcp.json:
{
"mcpServers": {
"beefi": { "url": "https://mcp.beefi.ai/mcp" }
}
}
VS Code
Use the Install button above, or add to .vscode/mcp.json:
{
"servers": {
"beefi": { "type": "http", "url": "https://mcp.beefi.ai/mcp" }
}
}
Any other MCP client
| Setting | Value |
|---|---|
| URL | https://mcp.beefi.ai/mcp |
| Transport | Streamable HTTP |
| Auth | OAuth, or an API key in the X-API-Key header |
Create API keys in your Beefi dashboard.
Tools
30+ read-only tools, grouped by what they cover:
| Area | Tools |
|---|---|
| Financial statements | get_income_statement, get_balance_sheet, get_cash_flow, get_all_financials, get_segmented_financials |
| Ratios and earnings | get_financial_metrics, get_financial_metrics_snapshot, get_earnings, screen_stocks |
| Insiders and owners | get_insider_trades, get_insider_ownership, get_beneficial_ownership, get_institutional_holdings |
| Filings | get_sec_filings, get_filing_items, get_ipos |
| Prices and macro | get_stock_prices, get_price_snapshot, get_interest_rates, get_macro_data |
| Discovery | search_companies, get_company_facts, get_coverage |
The full list is in the MCP docs.
Plans
The free plan includes 10,000 requests a month and 100 a minute. Every tool call counts as one request. See pricing for higher limits.
Links
- Website: https://www.beefi.ai
- Docs: https://www.beefi.ai/docs/mcp
- Privacy: https://www.beefi.ai/privacy-policy
- Terms: https://www.beefi.ai/terms-of-service
- Support: https://www.beefi.ai/contact
Data comes from SEC EDGAR filings. Beefi is not investment advice.
Files in this repo
| File | Read by |
|---|---|
.claude-plugin/plugin.json, .mcp.json | Claude Code |
plugin.json, mcp.json | Codex and other Agent Plugins clients |
.cursor-plugin/plugin.json | Cursor |
server.json | Official MCP Registry |
glama.json | Glama |
License
The files in this repo are MIT licensed. Use of the Beefi service is covered by its terms.
Comments
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From what the protocol is to installing your first server, these answers cover most first questions.
An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.