SEC EDGAR MCP Server

SEC EDGAR MCP Server

Provides access to SEC filings and detailed XBRL financial data for all publicly traded U.S. companies. It enables users to search for company info, retrieve historical metrics like revenue and assets, and compare financial performance across different industries.

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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

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