EDGAR MCP

EDGAR MCP

MCP server for SEC EDGAR data, providing company search, financial statements, XBRL concepts/frames, filings, Form 4 insider trades, and 13F filings via User-Agent authentication.

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README

EDGAR MCP — SEC companyfacts, frames, Form 4, 13F

SEC EDGAR'a User-Agent ile bağlanan MCP sunucusu. API key yok. Finansallar FMP değil, companyfacts / frames üzerinden okunur; XBRL tag eşlemesi xbrl_map.py içindedir.

Tool'lar

Tool Ne işe yarar
search_company Ticker / CIK / ad
get_company SIC, borsa, mali yıl sonu
get_financials Eşlenmiş gelir, bilanço, nakit akış
get_concept Tek us-gaap/ifrs/dei tag'inin ham serisi
get_frame Aynı kavram + dönem, tüm filers (kesit)
list_filings 10-K, 10-Q, 8-K, 4, 13F-HR...
get_form4 Insider işlemleri (issuer ticker veya kişi CIK)
get_13f Kurumun 13F-HR portföyü (hisse ticker'ı değil)
search_filings Full-text (efts.sec.gov)

Finansal eşleme notları

  • balance.balance_check, aktiflerin yükümlülükler + özkaynak + azınlık paylarıyla kapanıp kapanmadığını kontrol eder; eksik bileşenleri açıkça listeler.
  • FD/EV hesabında minority_interest ile birlikte mezzanine/temporary equity niteliğindeki redeemable_noncontrolling_interest da borç benzeri kalem olarak eklenmelidir.

Kurulum

cd edgar-mcp
python -m venv .venv
.venv\Scripts\activate
pip install -r requirements.txt
copy .env.example .env

.env içinde EDGAR_USER_AGENT gerçek isim + e-posta olmalı. SEC generic python-requests ajanlarını 403 ile keser.

EDGAR_USER_AGENT=Your Name your.email@example.com
MCP_TRANSPORT=stdio

Cursor (stdio)

%USERPROFILE%\.cursor\mcp.json:

{
  "mcpServers": {
    "edgar": {
      "command": "python",
      "args": ["server.py"],
      "cwd": "C:\\Users\\yunus\\Documents\\dev\\edgar-mcp",
      "env": {
        "MCP_TRANSPORT": "stdio",
        "EDGAR_USER_AGENT": "Your Name your.email@example.com"
      }
    }
  }
}

Railway → Claude (Streamable HTTP)

PORT varsa varsayılan transport http ve endpoint https://<railway-host>/mcp. MCP_TRANSPORT=stdio koyma — süreç dinlemez, Railway "online" görünür ama Claude bağlanamaz.

Variables

Key Değer
EDGAR_USER_AGENT Ad Soyad you@email.com (SEC 403 olmasın diye gerçek)
MCP_TRANSPORT http (veya hiç ekleme)
MCP_AUTH_TOKEN Claude.ai için koyma. Connector formu header göndermez; token 401 + "Authentication failed" üretir.

Kontrol: https://<host>/health{"ok": true, ...}

Claude (claude.ai / Desktop Connectors)

  1. Customize → Connectors → Add custom connector
  2. URL: https://<host>/mcp (sonunda /sse değil)
  3. OAuth alanlarını boş bırak, Individual sign-in kapalı
  4. Add, sohbette + → Connectors ile aç

Claude Code header gönderebiliyorsa MCP_AUTH_REQUIRED=true ve Authorization: Bearer <token>.

Eski /sse için MCP_TRANSPORT=sse (Claude connector için tercih etme).

Test

python -m unittest tests.test_xbrl_map tests.test_form_parsers tests.test_http_auth tests.test_client_utils

Kaynaklar

  • companyfacts / concept / frames: https://data.sec.gov
  • submissions: https://data.sec.gov/submissions
  • archives: https://www.sec.gov/Archives/edgar
  • full-text: https://efts.sec.gov/LATEST/search-index
  • Fair Access: https://www.sec.gov/os/webmaster-faq#code-support (max 10 req/s, User-Agent zorunlu)

13F değerleri SEC konvansiyonuyla bin USD. 13F'i hisse değil, kurum doldurur.

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