MCP stdio server for source-backed SEC EDGAR financial data from the hosted EdgarParser API.
Quick Install
Automated & IDE SetupCopy the AI prompt to install this server into Claude Code, Cursor, or another agent — or use 1-click editor setup below.
Manual Client & Custom JSON ConfigExpand JSON ▾
Client Config & Setup
Choose your client or environment
Target File:
💡 Paste the JSON block into your client's configuration file under mcpServers, then restart the application.
Documentation Overview
edgar-mcp
SEC EDGAR financial data for AI agents, exposed as an MCP stdio server.
Install
Configuration
| Variable | Required | Purpose |
|---|---|---|
EDGAR_API_KEY | hosted tools | API key for the hosted EDGAR API; not used by get_issuer_submissions_meta. |
EDGAR_API_URL | no | Override the API base URL. Defaults to https://www.edgarparser.com. |
EDGAR_MCP_OUTPUT_DIR | no | Directory for output="file" tool responses. |
Claude Desktop / Claude Code config:
Tool Inventory
This package exposes 32 public MCP tools. The inventory below is generated from the same manifest that drives the hosted API documentation.
| Tool | Summary | Tier | Cache Behavior |
|---|---|---|---|
get_filings | Return filing metadata and SEC accession details for one ticker period. | public | cache_only |
get_event_filings | Discover event filings by ticker, CIK, date range, form type, or query. | public | cold_allowed |
describe_filing | Show cached availability for financials, sections, tables, markdown, and extractions for one filing. | public | cache_only |
get_filing_document | Return a readable markdown filing document with section filtering and pagination. | registered | cold_allowed |
get_filing_sections | Extract selected qualitative filing sections and optional embedded tables. | public | cold_allowed |
get_filing_cover_facts | Return exact DEI cover-page facts such as shares outstanding with citations. | registered | cold_allowed |
get_filing_evidence | Plan and retrieve citation-ready filing evidence for qualitative SEC questions. | paid | llm_call |
get_issuer_submissions_meta | Return an issuer's SEC submissions header metadata directly from the public SEC JSON endpoint. | public | cold_allowed |
get_operational_kpi_drivers | Research filing narrative and markdown tables for operational KPI values and driver context. | paid | llm_call |
get_operational_kpi_driver_rows | Return the strict producer-owned operational KPI driver row DTO without transport reinterpretation. | paid | cold_allowed |
get_filing_extractions | Return cached langextract spans for one filing or run paid extraction on cache miss. | paid | llm_call |
search_extractions | Search cached langextract spans across filings with structured filters. | paid | cache_only |
get_extraction_series | Return periodized counts and optional hits for cached langextract spans. | paid | cache_only |
extract_filing_file | Run a selected extraction schema against a short-lived filing artifact issued by get_filing_sections. | internal | llm_call |
list_extraction_schemas | List document extraction schemas available to the internal document API. | internal | cache_only |
get_filing_tables | Return filing table metadata or one hydrated structured table. | public | cold_allowed |
search_filing_tables | Search cached filing table metadata across a ticker and period range. | public | cache_only |
compare_filing_tables | Compare matching filing tables across multiple tickers. | public | cache_only |
search_filing_text | Search cached markdown within one filing and return matching spans. | registered | cache_only |
get_financials | Return matcher-produced numeric financial rows for one fiscal filing period. | public | cache_only |
get_filing_facts | Retrieve known exact-QName XBRL facts from one exact SEC filing accession via cache-only lookup or allowed fetch; use metric tools for discovery. | registered | cold_allowed |
get_metric | Return one discovered metric or XBRL tag with current, prior, and YoY values. | public | cache_only |
get_metric_series | Return one metric across multiple periods with per-period cache and coverage status. | public | cache_only |
list_metrics | List exact metric candidates available in one filing period. | public | cache_only |
search_metrics | Search filing metrics by natural-language query and return ranked exact candidates. | public | cold_allowed |
get_statement | Return a template-backed income statement, balance sheet, or cash flow statement from cached concepts. | public | cache_only |
get_concept | Resolve one registry-backed financial concept from cached filing facts. | public | cache_only |
compare_concept | Compare one registry-backed concept across a caller-provided ticker set. | public | cache_only |
concept_trend | Return a cache-only concept time series across a requested period range. | public | cache_only |
cite_concept | Join a registry-backed concept value to filing prose and optional extraction evidence. | paid | cache_only |
warm_metric_cache | Queue paid-tier background warming for metric periods before follow-up reads. | paid | cold_allowed |
warm_metric_cache_status | Poll a background cache-warming job returned by warm_metric_cache. | paid | cache_only |
Tool Families
Filing Metadata and Documents
get_filings, get_event_filings, describe_filing, get_filing_document, get_filing_sections, get_filing_cover_facts, get_filing_evidence, get_issuer_submissions_meta
Operational KPIs
get_operational_kpi_drivers, get_operational_kpi_driver_rows
LangExtract
get_filing_extractions, search_extractions, get_extraction_series, extract_filing_file, list_extraction_schemas
Filing Tables
get_filing_tables, search_filing_tables, compare_filing_tables
Filing Text
search_filing_text
XBRL and Concepts
get_financials, get_filing_facts, get_metric, get_metric_series, list_metrics, search_metrics, get_statement, get_concept, compare_concept, concept_trend, cite_concept, warm_metric_cache, warm_metric_cache_status
Runtime Notes
- This is a thin client for the hosted EDGAR API and the public SEC submissions endpoint; it does not parse filings locally.
- Missing or invalid
EDGAR_API_KEYlets the server start, but hosted API tool calls return authentication errors;get_issuer_submissions_metadoes not require the key. - Large payload tools support
output="file"and write toEDGAR_MCP_OUTPUT_DIRor a local fallback directory. - API rate limits and paid-tool access are enforced by the hosted service.
Links
- Hosted API: https://www.edgarparser.com
- Documentation: https://docs.edgarparser.com
- MCP setup: https://docs.edgarparser.com/mcp
- Tool reference: https://docs.edgarparser.com/tools
- Changelog RSS: https://docs.edgarparser.com/rss.xml
- In-app developer page: https://www.edgarparser.com/developers
- Open parser package: https://github.com/henrysouchien/edgar-parser
- Source package: https://github.com/henrysouchien/edgar-mcp
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CategoryFinance & Fintech
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