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  3. EDGAR (SEC filings)
EDGAR (SEC filings) logo
Health: ActiveRecent health check succeeded.Last checked 9/7/2026, 10:38:47 PM

EDGAR (SEC filings)

User RatingsBe the first to rate and review this MCP server! Enrichment pendingWe haven’t run our AI enrichment pass on this listing yet, so the overview, use cases, and FAQ below may be sparse or missing. We work through the catalog over time β€” check back soon.
View Repository1 GitHub StarsTotal stargazers on GitHub for the source repository (1 stars).Visit Website

SEC filings in your agent: issuers, Reg CF/D/A raises, XBRL financials, insider trades.

Quick Install

Automated & IDE Setup

Copy the AI prompt to install this server into Claude Code, Cursor, or another agent β€” or use 1-click editor setup below.

Add to CursorAdd to VS Code
Not yet automatically verified

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.

Manual Client & Custom JSON ConfigExpand JSON β–Ύ

Client Config & Setup

Choose your client or environment
Target File:~/Library/Application Support/Claude/claude_desktop_config.json
claude_desktop_config.json
{
  "mcpServers": {
    "edgar-sec-filings": {
      "command": "uvx",
      "args": [
        "mcpwright-edgar"
      ]
    }
  }
}

πŸ’‘ Paste the JSON block into your client's configuration file under mcpServers, then restart the application.

Install Directory Badge Claim listing AlternativesπŸ’» More in Developer Tools

Documentation Overview

edgar-mcp

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-edgar and in the official MCP Registry. See the roadmap for what's next.

Tools

ToolWhat 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.

Install

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"):

bash
uvx mcpwright-edgar

Claude Code

Terminal
claude mcp add edgar -- uvx mcpwright-edgar

Claude Desktop

Add to claude_desktop_config.json:

config.json
{
  "mcpServers": {
    "edgar": { "command": "uvx", "args": ["mcpwright-edgar"] }
  }
}

OpenAI Agents SDK (Python)

It's a standard MCP server, so it works with any MCP-capable client β€” not just Claude. With the OpenAI Agents SDK:

server.ts
from agents import Agent, Runner
from agents.mcp import MCPServerStdio

async def main():
    async with MCPServerStdio(
        name="edgar",
        params={
            "command": "uvx",
            "args": ["mcpwright-edgar"],
            "env": {"EDGAR_MCP_USER_AGENT": "your-app you@example.com"},
        },
    ) as edgar:
        agent = Agent(
            name="Analyst",
            instructions="Use the EDGAR tools for SEC filings and company data.",
            mcp_servers=[edgar],
        )
        result = await Runner.run(
            agent, "Recent Reg D raises in California β€” who's behind the biggest?"
        )
        print(result.final_output)

Any other MCP client (Cursor, VS Code, Cline, Goose, Zed, …)

They all launch a stdio MCP server the same way β€” point yours at:

config.json
{
  "mcpServers": {
    "edgar": {
      "command": "uvx",
      "args": ["mcpwright-edgar"],
      "env": { "EDGAR_MCP_USER_AGENT": "your-app you@example.com" }
    }
  }
}

Hosted chat connectors (e.g. ChatGPT connectors) expect a remote MCP server over Streamable HTTP; mcpwright-edgar runs 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-Agent with contact info and rate-limits to ~10 req/s. Set your own via the EDGAR_MCP_USER_AGENT env 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=0 to disable.

Develop

bash
git clone https://github.com/mcpwright/edgar-mcp && cd edgar-mcp
uv sync
uv run pytest                       # tests (mocked SEC responses)
uv run ruff check . && uv run ruff format --check .   # lint + format
uv run mypy src tests               # strict type checking
uv run mcp dev src/edgar_mcp/server.py   # poke the tools in the MCP Inspector

Roadmap

  • get_recent_offerings(form=C|D) β€” recent Reg CF / Reg D raises
  • get_filing(accession_or_url) β€” open a filing and list its documents
  • get_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 & trades
  • State filter on get_recent_offerings (industry isn't filterable β€” EDGAR omits SIC on these listings; screen via get_form_d_details.industry_group)
  • Reg A support in get_recent_offerings (Form 1-A statements + 253G2 offering circulars)
  • get_company_facts(cik) β€” XBRL headline financials
  • get_filing_text β€” return a document's text for summarization
  • Published to PyPI (mcpwright-edgar) + the official MCP Registry (io.github.mcpwright/edgar-mcp)
  • get_form_a_details β€” parse Reg A (Form 1-A) offering data
  • Older-filing metadata (beyond the recent-submissions window)

Privacy

edgar-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/

Questions & feedback

  • Questions, ideas, or "could it do X?" β†’ Discussions
  • Bugs & concrete feature requests β†’ Issues

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

Read the full README β†’View source on GitHub β†’

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Reviews

No reviews yet β€” be the first to share how this listing worked for you.

Frequently Asked Questions about EDGAR (SEC filings)

Add the following block to your claude_desktop_config.json under mcpServers: "mcpServers": { "edgar-sec-filings": { "command": "npx", "args": ["-y", "EDGAR (SEC filings)"] } }

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Technical Specs & Signals

CategoryπŸ’»Developer Tools
More technical detailsExpand β–Ύ
TransportSTDIO
RuntimePython
Last updatedSep 7, 2026
Views0
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Installs & Copy ActionsTotal times users copied install commands or configuration snippets for this server.
GitHub stars1
GitHub Star CountTotal stargazers on GitHub representing community popularity (1 stars).
36Quality signal: Fair Β· 36/100How this signal is calculated β–Ύ
Server availabilityNot measured

Not scored for repo-hosted servers β€” we can't reach the running server, only its GitHub page. Hosted MCP endpoints are health-checked live.

Verified ownership10/20
Documentation & tools16/30
Adoption & activity1/15
Community engagement0/10

A guidance signal from public completeness & health data β€” not a user rating. New listings start lower and rise as they add docs, get verified, and grow adoption. Signals we can't observe for a listing are skipped, not counted against it.

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