About Secfinapi
Secfinapi is a local MCP server that gives AI assistants live access to standardized SEC EDGAR financial data through SECfinAPI. It supports company lookups, statements, and financial ratio analysis.
Key features
- 01Company metadata and SEC filing links
- 02Income statements with filing dates
- 03Balance sheets and cash flow statements
- 0440+ financial ratios
- 05Search available US public companies
Use cases
- 01Review a company's revenue trend
- 02Compare operating margins across companies
MCP support
Exposes six financial-data tools to MCP clients, backed by the SECfinAPI REST API. It runs locally and requires a SECfinAPI key.
Configuration
Local server config is the same for every client. Copy it into your client’s MCP config file.
Tools
Local servers expose tools only once running on your machine, and the maintainer has not provided a tool list.
Details
From the project READMEsecfinapi-mcp
MCP server for SECfinAPI — standardized SEC EDGAR financial data (income statements, balance sheets, cash flow, 40+ ratios) as tools for Claude, Cursor, and other AI assistants.
Ask your AI assistant things like "What's Apple's revenue trend?" or "Compare MSFT and GOOGL operating margins" — it fetches the data live through SECfinAPI.
It runs locally on your machine and is a thin wrapper over the SECfinAPI REST API. No server to host, no extra cost.
Setup
- Get an API key (free) at https://www.secfinapi.com.
- Add the server to your AI assistant's MCP config.
Claude Desktop
Open Settings → Developer → Edit Config and add:
Once published to npm:
{
"mcpServers": {
"secfinapi": {
"command": "npx",
"args": ["-y", "secfinapi-mcp"],
"env": { "SECFINAPI_KEY": "your-api-key-here" }
}
}
}
Running from source (before publishing):
{
"mcpServers": {
"secfinapi": {
"command": "node",
"args": ["C:/path/to/sec-financial-mcp/dist/index.js"],
"env": { "SECFINAPI_KEY": "your-api-key-here" }
}
}
}
Restart Claude Desktop. The 6 tools below appear under the tools (🔌) menu.
Cursor / VS Code
Same config shape in the editor's MCP settings — command, args, and the
SECFINAPI_KEY env var.
Tools
| Tool | Returns |
|---|---|
get_company_info | Company metadata + a link to its filings on SEC EDGAR |
get_income_statement | Standardized income statement (with filing dates) |
get_balance_sheet | Standardized balance sheet |
get_cash_flow | Standardized cash flow statement |
get_metrics | 40+ financial ratios (ROE, ROIC, margins, growth…) |
list_companies | List / search the available US public companies |
Environment variables
| Variable | Required | Default |
|---|---|---|
SECFINAPI_KEY | yes | — |
SECFINAPI_BASE_URL | no | the SECfinAPI production API |
Run from source
npm install
npm run build
SECFINAPI_KEY=your-key node dist/index.js
Publishing (maintainer)
npm run build
npm publish
License
MIT
Comments
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