edgar-mcp

SEC EDGAR filings, inside your agent. An MCP server that lets an LLM resolve companies, search filings, and pull recent securities offerings straight from the SEC — built on Anthropic's official mcp Python SDK.

All tools are read-only and hit public SEC endpoints (no API key required).

Status: early but useful. Five tools work today (see below). See the roadmap for what's next.

Tools

Tool	What it does
lookup_issuer(query, limit=10)	Resolve a ticker or company name → CIK, legal name, tickers, exchange. Works for exchange-listed and private / non-exchange filers (Reg CF / Reg A issuers, funds).
list_filings(cik_or_query, form_type=None, limit=20)	An issuer's most recent filings, newest first. Optional form-type filter (e.g. 10-K, C, D).
search_filings(query, forms=None, date_from=None, date_to=None, limit=20)	Full-text search across filing documents.
get_recent_offerings(form="C", since=None, state=None, limit=20)	Recent securities offerings, newest first — form="C" (Reg CF), "D" (Reg D), or "A" (Reg A), optionally filtered by issuer state (e.g. "CA").
get_filing(accession_or_url, cik=None)	Open one filing: form, filing date, primary-document link, and every document in the filing.
get_form_d_details(accession_or_url, cik=None)	Parse a Form D (Reg D) raise: offering amount, sold/remaining, min investment, # investors, industry, revenue range, security types, exemptions, and the officers/directors/promoters.
get_form_c_details(accession_or_url, cik=None)	Parse a Form C (Reg CF) raise: target/max amount, price, security type, deadline, intermediary, employees, and a two-year financial snapshot (revenue, net income, assets, debt).
get_company_facts(cik_or_query)	Headline financials from a public company's XBRL facts: latest annual revenue, gross/operating income, net income, assets, liabilities, equity, cash.
get_filing_text(url, offset=0, max_chars=20000)	Fetch a document's text (HTML stripped) for reading/summarizing — paginated, since filings can exceed 1M characters.
get_insiders(cik_or_query, limit=25)	A company's insiders (officers, directors, >10% owners) from recent Section 16 filings, with roles.
get_insider_trades(cik_or_query, limit=20)	Recent insider transactions (Form 4): owner, role, buy/sell/grant, shares, price, shares owned after.

Install

Requires Python 3.12+. Once published to PyPI, the zero-clone way to run it is:

uvx edgar-mcp

Claude Code

claude mcp add edgar -- uvx edgar-mcp

Claude Desktop

Add to claude_desktop_config.json (see examples/):

{
  "mcpServers": {
    "edgar": { "command": "uvx", "args": ["edgar-mcp"] }
  }
}

SEC etiquette: the SEC requires a descriptive User-Agent with contact info and rate-limits to ~10 req/s. Set your own via the EDGAR_MCP_USER_AGENT env var (e.g. "your-app your-email@example.com"). The client throttles and retries for you.

Caching: responses are cached in-memory (byte-budgeted LRU) to cut latency and SEC load — immutable filing-archive content for days, the ticker map for 24h, everything else briefly. Set EDGAR_MCP_CACHE=0 to disable.

Develop

git clone https://github.com/mcpwright/edgar-mcp && cd edgar-mcp
uv sync
uv run pytest                       # tests (mocked SEC responses)
uv run ruff check . && uv run ruff format --check .   # lint + format
uv run mypy src tests               # strict type checking
uv run mcp dev src/edgar_mcp/server.py   # poke the tools in the MCP Inspector

Roadmap

• [x] get_recent_offerings(form=C|D) — recent Reg CF / Reg D raises
• [x] get_filing(accession_or_url) — open a filing and list its documents
• [x] get_form_d_details(...) — parse Reg D offering data (amount, investors, people)
• [x] get_form_c_details(...) — parse Reg CF offering data (target/max, financials, terms)
• [x] get_insiders / get_insider_trades — Section 16 (Form 3/4/5) insiders & trades
• [x] State filter on get_recent_offerings (industry isn't filterable — EDGAR omits SIC on these listings; screen via get_form_d_details.industry_group)
• [x] Reg A (Form 1-A) support in get_recent_offerings
• [x] get_company_facts(cik) — XBRL headline financials
• [x] get_filing_text — return a document's text for summarization
• [ ] Publish to PyPI + the official MCP Registry

Contributions and issues welcome.

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Part of mcpwright · built by Devender Gollapally