edgar-mcp

edgar-mcp

MCP server for SEC EDGAR data, providing tools to look up companies, retrieve filings and documents, and access XBRL financial facts.

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README

edgar-mcp

Model Context Protocol (MCP) server for the SEC EDGAR data APIs on data.sec.gov.

No API key is required. The SEC asks that automated clients declare a descriptive User-Agent (with contact email) and stay under 10 requests/second.

Official docs: EDGAR Application Programming Interfaces

Features

Tool Description
lookup_company Search tickers / names / CIKs
get_company_info Entity metadata (SIC, addresses, fiscal year end, …)
get_filings Recent (and optional historical) filings with form/date filters
get_filing_documents Document list + URLs for a specific accession
list_company_facts Discover XBRL taxonomies and concept tags for a company
get_company_concept Time series for one XBRL concept (e.g. us-gaap Assets)
get_xbrl_frames Cross-company frame for a concept/period
get_bulk_data_info Nightly bulk ZIP URLs and fair-access notes

Requirements

  • Node.js 18+

Setup

npm install
npm run build

Set your identity (required by the SEC):

export EDGAR_USER_AGENT="YourName your.email@example.com"

(SEC_USER_AGENT is accepted as an alias.)

Run

npm start
# or
node dist/index.js

Claude Desktop / Cursor / MCP clients

Add to your MCP config (example for Claude Desktop):

{
  "mcpServers": {
    "edgar": {
      "command": "node",
      "args": ["/absolute/path/to/edgar-mcp/dist/index.js"],
      "env": {
        "EDGAR_USER_AGENT": "YourName your.email@example.com"
      }
    }
  }
}

Development (no build step):

npx tsx src/index.ts

API coverage

Maps to the public RESTful APIs:

  • Submissions — https://data.sec.gov/submissions/CIK##########.json
  • Company facts — https://data.sec.gov/api/xbrl/companyfacts/CIK##########.json
  • Company concept — https://data.sec.gov/api/xbrl/companyconcept/CIK##########/{taxonomy}/{tag}.json
  • Frames — https://data.sec.gov/api/xbrl/frames/{taxonomy}/{tag}/{unit}/{period}.json
  • Ticker map — https://www.sec.gov/files/company_tickers_exchange.json
  • Filing directories — https://www.sec.gov/Archives/edgar/data/{cik}/{accession}/index.json

Period formats for frames: CY2019 (annual), CY2019Q1 (quarterly duration), CY2019Q1I (instantaneous). Units with numerator/denominator use -per- (e.g. USD-per-shares).

Fair access

This server:

  1. Sends a configurable User-Agent on every request
  2. Rate-limits to ~9 requests/second (under the SEC’s 10 rps cap)
  3. Caches the company ticker map for 24 hours

Please do not raise the rate for bulk scraping; use the nightly bulk ZIPs instead (get_bulk_data_info).

Example prompts

  • “Look up NVIDIA’s CIK and latest 10-K.”
  • “What was Apple’s AccountsPayableCurrent over the last few years?”
  • “List us-gaap tags for Microsoft that contain Revenue.”
  • “Show CY2023 Q4 instantaneous Assets for USD across filers (first 20).”
  • “Documents in accession 0000320193-25-000079 for Apple.”

License

MIT. EDGAR data is public domain U.S. government work; reuse is free under SEC dissemination policy.

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