SEC filings in your agent: issuers, Reg CF/D/A raises, XBRL financials, insider trades.
Copy the AI prompt to install this server into Claude Code, Cursor, or another agent β or use 1-click editor setup below.
We haven't yet run this listing's install command through our automated sandbox check. This isn't a red flag β we're steadily working through the catalog.
π‘ Paste the JSON block into your client's configuration file under mcpServers, then restart the application.
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 β built on Anthropic's official mcp Python SDK.
All tools are read-only and hit public SEC endpoints (no API key required).
Status: 11 tools, working today (see below). Published on PyPI as
mcpwright-edgarand in the official MCP Registry. See the roadmap for what's next.
| Tool | What it does |
|---|---|
lookup_issuer(query, limit=10) | Resolve a ticker or company name β 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 β form="C" (Reg CF), "D" (Reg D), or "A" (Reg A β 1-A offering statements plus 253G2 offering circulars, where the per-share price and any "price walk-up" live), 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 β 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. |
Requires Python 3.12+. The zero-clone way to run it (the PyPI package is
mcpwright-edgar; the command, server, and tools are all "edgar"):
Add to claude_desktop_config.json:
It's a standard MCP server, so it works with any MCP-capable client β not just Claude. With the OpenAI Agents SDK:
They all launch a stdio MCP server the same way β point yours at:
Hosted chat connectors (e.g. ChatGPT connectors) expect a remote MCP server over Streamable HTTP;
mcpwright-edgarruns locally over stdio. Running it behind Streamable HTTP for a hosted endpoint is straightforward if you need that.
SEC etiquette: the SEC requires a descriptive
User-Agentwith contact info and rate-limits to ~10 req/s. Set your own via theEDGAR_MCP_USER_AGENTenv 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 β immutable filing-archive content for days, the ticker map for 24h, everything else briefly. Set
EDGAR_MCP_CACHE=0to disable.
get_recent_offerings(form=C|D) β recent Reg CF / Reg D raisesget_filing(accession_or_url) β open a filing and list its documentsget_form_d_details(...) β parse Reg D offering data (amount, investors, people)get_form_c_details(...) β parse Reg CF offering data (target/max, financials, terms)get_insiders / get_insider_trades β Section 16 (Form 3/4/5) insiders & tradesget_recent_offerings (industry isn't filterable β EDGAR omits SIC on these listings; screen via get_form_d_details.industry_group)get_recent_offerings (Form 1-A statements + 253G2 offering circulars)get_company_facts(cik) β XBRL headline financialsget_filing_text β return a document's text for summarizationmcpwright-edgar) + the official MCP Registry (io.github.mcpwright/edgar-mcp)get_form_a_details β parse Reg A (Form 1-A) offering dataedgar-mcp runs entirely on your machine and collects, stores, or transmits no personal
data β no accounts, no tracking, no telemetry. Its only outbound requests go to the U.S.
SEC's EDGAR services (data.sec.gov, efts.sec.gov, www.sec.gov) to fetch the public
filings you ask for; no API key is needed. One honest note: the SEC's fair-access policy asks
for a descriptive User-Agent with contact info (EDGAR_MCP_USER_AGENT="your-app you@example.com") β whatever you set there is sent to the SEC with each request, and nowhere
else. Responses are cached in memory only; nothing is persisted to disk.
Full policy: https://mcpwright.com/privacy/
Contributions welcome β and if you build something with it, I'd love to hear about it.
Part of mcpwright Β· built by Devender Gollapally
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