README.md
Access SEC filings and XBRL financial data for all publicly traded U.S. companies.
SEC EDGAR MCP Server
Access SEC filings and XBRL financial data for all publicly traded U.S. companies.
Data Available
- Company Filings - 10-K (annual), 10-Q (quarterly), 8-K (current events), 4 (insider trades), etc.
- Financial Data - Revenue, assets, liabilities, cash flow, and 1000+ other XBRL metrics
- Company Info - CIK, ticker, SIC code, company name
- Industry Comparisons - Compare financial metrics across all reporting companies
Setup
No API key required. Add to your MCP config:
{
"sec-edgar": {
"command": "node",
"args": ["/path/to/sec-edgar/dist/index.js"],
"env": {}
}
}
Tools
`search_companies`
Search for companies by name or ticker to find their CIK.
| Parameter | Required | Description |
|---|---|---|
| query | Yes | Company name or ticker (e.g., "Apple", "AAPL") |
| limit | No | Max results (default 20) |
Example: Find Microsoft
query: "Microsoft"
`get_company_filings`
Get recent SEC filings for a company.
| Parameter | Required | Description |
|---|---|---|
| company | Yes | Ticker (AAPL), CIK (320193), or name |
| formType | No | Filter by type: "10-K", "10-Q", "8-K", "4", etc. |
| limit | No | Max filings (default 20) |
Example: Get Apple's annual reports
company: "AAPL"
formType: "10-K"
limit: 5
Returns: Filing dates, accession numbers, and direct links to SEC documents
`get_company_facts`
Get all available XBRL financial metrics for a company.
| Parameter | Required | Description |
|---|---|---|
| company | Yes | Ticker, CIK, or name |
| taxonomy | No | "us-gaap" (default), "dei", "ifrs-full" |
Returns: List of available metrics with latest values and data point counts
`get_financial_metric`
Get historical data for a specific financial metric.
| Parameter | Required | Description |
|---|---|---|
| company | Yes | Ticker, CIK, or name |
| metric | Yes | XBRL tag (e.g., "Revenues", "Assets") |
| taxonomy | No | "us-gaap" (default), "dei", "ifrs-full" |
Example: Get Apple's revenue history
company: "AAPL"
metric: "Revenues"
`get_industry_metric`
Get a metric across all companies for a period (industry comparison).
| Parameter | Required | Description |
|---|---|---|
| metric | Yes | XBRL tag (e.g., "Revenues", "Assets") |
| year | Yes | Calendar year (e.g., 2023) |
| quarter | No | "Q1", "Q2", "Q3", "Q4", or omit for annual |
| unit | No | "USD" (default), "shares", "pure" |
| limit | No | Max companies (default 50) |
Example: Get all companies' 2023 revenues
metric: "Revenues"
year: 2023
limit: 100
`list_common_metrics`
List commonly used XBRL financial metrics with their tags.
| Parameter | Required | Description |
|---|---|---|
| category | No | "income", "balance", "cash", "shares", or "all" |
Common XBRL Metrics
Income Statement
| Tag | Description |
|---|---|
| Revenues | Total revenues |
| CostOfRevenue | Cost of goods sold |
| GrossProfit | Gross profit |
| OperatingIncomeLoss | Operating income |
| NetIncomeLoss | Net income |
| EarningsPerShareBasic | Basic EPS |
| EarningsPerShareDiluted | Diluted EPS |
Balance Sheet
| Tag | Description |
|---|---|
| Assets | Total assets |
| AssetsCurrent | Current assets |
| Liabilities | Total liabilities |
| StockholdersEquity | Shareholders' equity |
| CashAndCashEquivalentsAtCarryingValue | Cash |
| LongTermDebt | Long-term debt |
Cash Flow
| Tag | Description |
|---|---|
| NetCashProvidedByUsedInOperatingActivities | Operating cash flow |
| NetCashProvidedByUsedInInvestingActivities | Investing cash flow |
| NetCashProvidedByUsedInFinancingActivities | Financing cash flow |
| PaymentsToAcquirePropertyPlantAndEquipment | CapEx |
Rate Limits
- 10 requests per second
- Must include User-Agent header (built into this server)
Documentation
- EDGAR API: https://www.sec.gov/edgar/sec-api-documentation
- XBRL Taxonomy: https://xbrl.us/home/filers/sec-reporting/taxonomies/
- Company Search: https://www.sec.gov/cgi-bin/browse-edgar
Tools (6)
search_companiesSearch for companies by name or ticker to find their CIK.get_company_filingsGet recent SEC filings for a company.get_company_factsGet all available XBRL financial metrics for a company.get_financial_metricGet historical data for a specific financial metric.get_industry_metricGet a metric across all companies for a period (industry comparison).list_common_metricsList commonly used XBRL financial metrics with their tags.Configuration
claude_desktop_config.json
{
"sec-edgar": {
"command": "node",
"args": ["/path/to/sec-edgar/dist/index.js"],
"env": {}
}
}Try it
→Search for companies by ticker AAPL using search_companies.
→Get recent 10-K filings for Microsoft with get_company_filings.
→Retrieve historical Revenues metric for AAPL using get_financial_metric.
→List common income statement metrics with list_common_metrics.
→Get Revenues across companies for 2023 using get_industry_metric.