EdgarTools MCP Server

Local setup required. This server has to be cloned and prepared on your machine before you register it in Claude Code.
1

Set the server up locally

Run this once to clone and prepare the server before adding it to Claude Code.

Run in terminal
pip install edgartools
2

Register it in Claude Code

After the local setup is done, run this command to point Claude Code at the built server.

Run in terminal
claude mcp add -e "EDGAR_IDENTITY=${EDGAR_IDENTITY}" edgartools-mcp -- node "<FULL_PATH_TO_EDGARTOOLS_MCP>/dist/index.js"

Replace <FULL_PATH_TO_EDGARTOOLS_MCP>/dist/index.js with the actual folder you prepared in step 1.

Required:EDGAR_IDENTITY
README.md

The AI Native Python library for SEC EDGAR Data

EdgarTools - Python Library for SEC EDGAR Filings

The AI Native Python library for SEC EDGAR Data

The only SEC EDGAR library built from the ground up for AI agents and LLMs. Extract financial data in 3 lines of code instead of 100+. Production-ready MCP server included.

Built with AI-assisted development • 3-10x faster velocity • Support this project

EdgarTools is a Python library for downloading and analyzing SEC EDGAR filings. Extract 10-K, 10-Q, 8-K reports, parse XBRL financial statements, and access insider trading data (Form 4) with a simple Python API. Free and open-source.

EdgarTools SEC filing data extraction demo

Why EdgarTools?

EdgarTools is the fastest, most powerful open-source library for SEC EDGAR data extraction. Built for financial analysts, data scientists, and AI developers who need reliable, production-ready access to SEC filings.

<b>Lightning Fast</b>
10-30x faster than alternatives
Optimized with lxml & PyArrow
<b>AI Native</b>
Built-in MCP server for Claude
LLM-optimized text extraction
<b>Production Quality</b>
1000+ tests, type hints
Battle-tested by analysts
<b>XBRL Native</b>
Full XBRL standardization
Cross-company comparisons
<b>Rich Data Objects</b>
Smart parsing for every form
Pandas-ready DataFrames
<b>Open Source</b>
MIT license, community-driven
Transparent & auditable

How It Works

# Install the SEC EDGAR Python library
pip install edgartools

# Set your identity (required by SEC regulations)
from edgar import *
set_identity("your.name@example.com")

# Get SEC 10-K, 10-Q filings and XBRL financial statements
balance_sheet = Company("AAPL").get_financials().balance_sheet()

# Access any company's SEC filings
company = Company("MSFT")

# Parse Form 4 insider trading tra

Tools (3)

get_company_filingsRetrieve SEC filings for a specific company ticker.
get_financialsExtract financial statements like balance sheets and income statements.
get_insider_tradingAccess insider trading data from Form 4 filings.

Environment Variables

EDGAR_IDENTITYrequiredRequired by SEC regulations to identify your application (e.g., your.name@example.com)

Configuration

claude_desktop_config.json
{"mcpServers": {"edgartools": {"command": "python", "args": ["-m", "edgar.mcp"]}}}

Try it

Get the latest 10-K filing for Apple (AAPL) and summarize the risk factors.
Compare the balance sheet of Microsoft (MSFT) with Google (GOOGL).
Show me the recent insider trading activity for NVIDIA (NVDA).
Extract the revenue growth trends from the last three 10-Q filings for Tesla (TSLA).

Frequently Asked Questions

What are the key features of EdgarTools MCP?

Download and parse SEC EDGAR filings including 10-K, 10-Q, and 8-K reports. Standardized XBRL financial statement extraction. Access to insider trading data via Form 4 filings. LLM-optimized text extraction for financial analysis. Pandas-ready data output for financial modeling.

What can I use EdgarTools MCP for?

Automated financial statement analysis for investment research. Tracking corporate insider trading activity for market sentiment. Comparing financial performance across multiple public companies. Building AI-powered financial reporting agents.

How do I install EdgarTools MCP?

Install EdgarTools MCP by running: pip install edgartools

What MCP clients work with EdgarTools MCP?

EdgarTools MCP works with any MCP-compatible client including Claude Desktop, Claude Code, Cursor, and other editors with MCP support.

Turn this server into reusable context

Keep EdgarTools MCP docs, env vars, and workflow notes in Conare so your agent carries them across sessions.

Need the old visual installer? Open Conare IDE.
Open Conare