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.
README
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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