# sec [Health: Active]

**Category:** 💰 Finance & Fintech  
**Repository:** https://github.com/pipeworx-io/mcp-sec  
**GitHub Stars:** 0  
**npm Downloads (last month):** 424  
**Views:** 1  
**Installs:** 0  
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**Directory Page:** https://allmcps.com/mcp/sec

## Description
SEC MCP — SEC EDGAR public APIs (free, no auth)

## Tools
Capabilities this server exposes over MCP:

- **search_companies** — Search SEC EDGAR for companies by name or ticker symbol. Returns matching company names and their CIK numbers, which are needed for other SEC tools.
- **get_company_filings** — Get recent SEC filings for a company by CIK number, ticker, or company name. Returns filing dates, form types, and accession numbers. Optionally filter by form type (e.g., "10-K", "10-Q", "8-K").
- **get_company_facts** — Get XBRL financial facts for a company by CIK number, ticker, or company name. Returns latest_annual — revenue, net income, operating income, total assets, liabilities, equity, cash, EPS and shares for the most recent fiscal year (10-K), resolved to whichever XBRL concept the filer currently reports under — plus per-concept detail with the fiscal year and period end on every figure. Concepts the filer has retired (e.g. a pre-ASC-606 Revenues tag) are kept for history but flagged stale and sorted last.

## Claude Desktop Quick Installation
Install path detected from listing signals. Uses `npx` (confidence: high):

```json
"mcpServers": {
  "sec": {
    "command": "npx",
    "args": ["-y","@pipeworx/mcp-sec"]
  }
}
```

## Documentation

## What the sec MCP server does

The sec MCP server gives AI agents access to public SEC EDGAR data for US-registered companies. It supports full-text company lookup, recent filing history, and XBRL company facts. A lookup can resolve a company name, ticker, or CIK, while financial queries return annual data such as revenue, net income, operating income, gross profit, assets, liabilities, equity, cash, EPS, and share counts.

The package is intended for research and analysis workflows that need public filings without a private data-provider credential. It does not provide general coverage of every global listing: companies that file only in foreign markets are absent unless they also submit filings in the United States.

## How it works

The sec MCP server reads from three SEC endpoints: the EDGAR full-text search index, company submission histories, and the XBRL companyfacts API. It sends the descriptive User-Agent required by the SEC, so callers do not need to supply authentication credentials.

Annual-data selection avoids several common companyfacts errors. Fiscal years are derived from the reporting period end rather than the filing's `fy` field. The server ignores `frame` when selecting annual records and prefers annual-report forms, using the latest filing as a tie-breaker when figures were restated. Older concepts remain available for historical series but are marked as stale when the filer has moved to a replacement concept.

## Setup and configuration

For a remote connection, add `https://gateway.pipeworx.io/sec/mcp` as an MCP server URL. The gateway endpoint includes the SEC pack tools and shared Pipeworx meta-tools, including routing and discovery functions. The full gateway at `https://gateway.pipeworx.io/mcp` can also expose the broader catalog.

For a local connection, run the package with `npx -y @pipeworx/mcp-sec` and configure the command as a stdio MCP server. This mode requires no Pipeworx account and exposes only the SEC pack tools. The same tools can also be called over the gateway's HTTP tool endpoint.

## Tools and capabilities

- `search_companies(query)` searches EDGAR company records and returns matching entities with CIKs.
- `get_company_filings(cik, form_type?)` retrieves recent filings for a CIK, ticker, or company name, optionally filtered by form such as 10-K, 10-Q, or 8-K.
- `get_company_facts(cik)` returns XBRL company facts and the annual financial view.
- `latest_annual` presents the most recent annual values using the concepts currently reported by the filer.
- `key_financials` provides per-concept historical detail, including concepts that have been retired.
- `stale_note` identifies a retired concept and names its replacement when available.

Not-found results explain whether EDGAR has no such CIK, the entity has no XBRL data, or the supplied name or ticker did not resolve. Responses also point callers toward filing lookup or ticker-to-CIK resolution when appropriate.

## Limitations and notes

SEC EDGAR covers US-registered filers only. Funds, trusts, and individuals may exist in EDGAR but have no XBRL companyfacts; for those entities, filing history is the relevant fallback. A remote pack endpoint also lists shared gateway tools, so its tool count is larger than the SEC-specific list. Use the local stdio mode when only the SEC tools are needed and extra gateway schemas are undesirable.

The sec MCP server is MIT-licensed. Its data comes from SEC public APIs, so availability and coverage follow those sources.

_Full upstream README: https://allmcps.com/mcp/sec/readme_