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EdgarParser MCP

EdgarParser MCP

Local
github.com/henrysouchienFinance0Updated 6w ago

About EdgarParser MCP

EdgarParser MCP is a stdio server for AI agents and financial researchers querying SEC EDGAR filings through the hosted EdgarParser API. Its tools cover filing documents, tables, financial metrics, XBRL concepts, and citation-oriented evidence; it does not parse filings locally.

Key features

  1. 01Retrieve SEC filing metadata and documents
  2. 02Search filing text, sections, and tables
  3. 03Query financial metrics and statements
  4. 04Compare concepts across tickers and periods
  5. 05Retrieve citation-ready filing evidence

Use cases

  1. 01Review a company's SEC filings
  2. 02Compare financial metrics across companies
  3. 03Find supporting evidence for filing analysis

MCP support

The stdio MCP server exposes 32 tools that call the hosted EdgarParser API, plus an issuer-submissions metadata tool using the public SEC endpoint. Most hosted API tools require an API key.

Configuration

Local server config is the same for every client. Copy it into your client’s MCP config file.

mcp.json · Universal config
{
"mcpServers": {
"henrysouchien-edgar": {
"command": "uvx",
"args": [
"edgar-mcp"
],
"env": {
"EDGAR_API_KEY": "<EDGAR_API_KEY>",
"EDGAR_API_URL": "<EDGAR_API_URL>",
"EDGAR_MCP_OUTPUT_DIR": "<EDGAR_MCP_OUTPUT_DIR>"
}
}
}
}
Run commanduvx edgar-mcp
Environment variables to set
EDGAR_API_KEYSecretAPI key for the hosted EdgarParser API.
EDGAR_API_URLOptional API base URL override. Defaults to https://www.edgarparser.com.
EDGAR_MCP_OUTPUT_DIROptional directory for output="file" responses.

Local servers need a runtime on your machine (e.g. Node.js 18+). Config file locations differ by client; see your client’s docs.

Packages
pypiedgar-mcp1.0.2

Tools

31

Saved tool list · updated 3w ago

ParameterTypeRequiredDescription
yearintegerYesFiscal year for the one filing period to retrieve, for example 2025. Do not pass years=5 or period='annual'; call the periodic tool once per target fiscal period.
sourceenumNoauto | 8k | 20f | 6k
tickerstringYesCompany ticker symbol, for example MSCI or PCTY. Required for periodic filing tools.
quarterintegerYesFiscal quarter number 1-4 for the one filing period to retrieve. Use quarter=4 for annual 10-K/full-year context. Do not pass quarter=0 or period='annual'.

Details

From the project README

edgar-mcp

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

Install

pip install edgar-mcp

Configuration

VariableRequiredPurpose
EDGAR_API_KEYhosted toolsAPI key for the hosted EDGAR API; not used by get_issuer_submissions_meta.
EDGAR_API_URLnoOverride the API base URL. Defaults to https://www.edgarparser.com.
EDGAR_MCP_OUTPUT_DIRnoDirectory 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.

ToolSummaryTierCache Behavior
get_filingsReturn filing metadata and SEC accession details for one ticker period.publiccache_only
get_event_filingsDiscover event filings by ticker, CIK, date range, form type, or query.publiccold_allowed
describe_filingShow cached availability for financials, sections, tables, markdown, and extractions for one filing.publiccache_only
get_filing_documentReturn a readable markdown filing document with section filtering and pagination.registeredcold_allowed
get_filing_sectionsExtract selected qualitative filing sections and optional embedded tables.publiccold_allowed
get_filing_cover_factsReturn exact DEI cover-page facts such as shares outstanding with citations.registeredcold_allowed
get_filing_evidencePlan and retrieve citation-ready filing evidence for qualitative SEC questions.paidllm_call
get_issuer_submissions_metaReturn an issuer's SEC submissions header metadata directly from the public SEC JSON endpoint.publiccold_allowed
get_operational_kpi_driversResearch filing narrative and markdown tables for operational KPI values and driver context.paidllm_call
get_operational_kpi_driver_rowsReturn the strict producer-owned operational KPI driver row DTO without transport reinterpretation.paidcold_allowed
get_filing_extractionsReturn cached langextract spans for one filing or run paid extraction on cache miss.paidllm_call
search_extractionsSearch cached langextract spans across filings with structured filters.paidcache_only
get_extraction_seriesReturn periodized counts and optional hits for cached langextract spans.paidcache_only
extract_filing_fileRun a selected extraction schema against a short-lived filing artifact issued by get_filing_sections.internalllm_call
list_extraction_schemasList document extraction schemas available to the internal document API.internalcache_only
get_filing_tablesReturn filing table metadata or one hydrated structured table.publiccold_allowed
search_filing_tablesSearch cached filing table metadata across a ticker and period range.publiccache_only
compare_filing_tablesCompare matching filing tables across multiple tickers.publiccache_only
search_filing_textSearch cached markdown within one filing and return matching spans.registeredcache_only
get_financialsReturn matcher-produced numeric financial rows for one fiscal filing period.publiccache_only
get_filing_factsRetrieve exact-QName facts or whole statement and disclosure presentation occurrences from one exact SEC filing accession.registeredcold_allowed
get_metricReturn one discovered metric or XBRL tag with current, prior, and YoY values.publiccache_only
get_metric_seriesReturn one metric across multiple periods with per-period cache and coverage status.publiccache_only
list_metricsList exact metric candidates available in one filing period.publiccache_only
search_metricsSearch filing metrics by natural-language query and return ranked exact candidates.publiccold_allowed
get_statementReturn a template-backed income statement, balance sheet, or cash flow statement from cached concepts.publiccache_only
get_conceptResolve one registry-backed financial concept from cached filing facts.publiccache_only
compare_conceptCompare one registry-backed concept across a caller-provided ticker set.publiccache_only
concept_trendReturn a cache-only concept time series across a requested period range.publiccache_only
cite_conceptJoin a registry-backed concept value to filing prose and optional extraction evidence.paidcache_only
warm_metric_cacheQueue paid-tier background warming for metric periods before follow-up reads.paidcold_allowed
warm_metric_cache_statusPoll a background cache-warming job returned by warm_metric_cache.paidcache_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.

Links

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