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SEC EDGAR MCP

SEC EDGAR MCP

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sec-edgar-mcp.amorelli.techFinance380Updated 4w ago

About SEC EDGAR MCP

SEC EDGAR MCP is an MCP server for accessing SEC EDGAR filings. It connects AI assistants to company filings, financial statements, and insider trading data while keeping numeric values precise.

Key features

  1. 01Company CIK lookup and company information
  2. 0210-K, 10-Q and 8-K retrieval with section extraction
  3. 03XBRL-parsed balance sheet, income statement and cash flow
  4. 04Form 3/4/5 insider transaction data
  5. 05Responses include SEC filing URLs for verification

Use cases

  1. 01Querying financial statements of public companies
  2. 02Retrieving and checking specific sections of 10-K or 10-Q filings
  3. 03Analyzing insider buying and selling transactions

MCP support

The project is an MCP server that exposes company lookup, filing retrieval, financial statement and insider trading tools to MCP clients.

Configuration

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

mcp.json · Universal config
{
"mcpServers": {
"sec-edgar": {
"command": "uvx",
"args": [
"sec-edgar-mcp"
],
"env": {
"SEC_EDGAR_USER_AGENT": "<SEC_EDGAR_USER_AGENT>"
}
}
}
}
Run commanduvx sec-edgar-mcp
Environment variables to set
SEC_EDGAR_USER_AGENTThe user agent to access the SEC EDGAR API

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
pypisec-edgar-mcp1.0.5

Tools

No tool list yet

Local servers expose tools only once running on your machine, and the maintainer has not provided a tool list.

Details

From the project README

SEC EDGAR MCP

PyPI Python: 3.11+ License: AGPL-3.0 DOI Evals

MCP server for accessing SEC EDGAR filings. Connects AI assistants to company filings, financial statements, and insider trading data with exact numeric precision.

Built on sec-edgar-toolkit.

https://github.com/user-attachments/assets/d310eb42-b3ca-467d-92f7-7d132e6274fe

See demo video README image

Note

This project is not affiliated with or endorsed by the U.S. Securities and Exchange Commission. EDGAR and SEC are trademarks of the SEC.

Quick Start

{
  "mcpServers": {
    "sec-edgar-mcp": {
      "command": "docker",
      "args": [
        "run", "-i", "--rm",
        "-e", "SEC_EDGAR_USER_AGENT=Your Name ([email protected])",
        "stefanoamorelli/sec-edgar-mcp:latest"
      ]
    }
  }
}

The -i flag is required for MCP's JSON-RPC communication.

For other installation methods (pip, uv), see the documentation.

Tools

CategoryTools
CompanyCIK lookup, company info, company facts
Filings10-K, 10-Q, 8-K retrieval, section extraction
FinancialsBalance sheet, income statement, cash flow (XBRL-parsed)
Insider TradingForm 3/4/5 transactions

All responses include SEC filing URLs for verification.

HTTP Transport

For platforms like Dify, use streamable HTTP instead of stdio:

python -m sec_edgar_mcp.server --transport streamable-http --port 9870

No authentication is included. Use only on private networks.

Evaluations

Promptfoo-based test suite. See evals/ for details.

cd evals && npm install && npm run eval

Documentation

Full docs: sec-edgar-mcp.amorelli.tech

Contributors

README image

Citation

If you use this software in research, please cite it:

DOI

@software{amorelli_sec_edgar_mcp_2025,
  title = {{SEC EDGAR MCP (Model Context Protocol) Server}},
  author = {Amorelli, Stefano},
  version = {1.0.6},
  year = {2025},
  month = {9},
  url = {https://doi.org/10.5281/zenodo.17123166},
  doi = {10.5281/zenodo.17123166}
}

See CITATION.cff for additional formats.

License

AGPL-3.0. For commercial licensing: [email protected]

Comments

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New to MCP?

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.