Secfinapi MCP

What michalperni11-gif/secfinapi-mcp does

The michalperni11-gif/secfinapi-mcp MCP server makes SECfinAPI financial data available as tools for AI assistants. It covers US public companies and returns normalized information derived from SEC EDGAR filings rather than exposing raw XBRL directly.

Available data includes company metadata, links to SEC filings, income statements, balance sheets, cash flow statements, and more than 40 financial ratios. The ratios include measures such as return on equity, return on invested capital, margins, and growth. A company listing and search tool helps identify available companies before requesting financial data.

Typical requests include checking a company’s revenue trend or comparing operating margins for multiple companies. The server is intended for assistants that need structured public-company financial information without manually interpreting EDGAR filings.

How it works

The michalperni11-gif/secfinapi-mcp MCP server runs as a local process on the user’s machine. It acts as a thin MCP wrapper around the SECfinAPI REST API, so the local process does not require a separately hosted server. Requests are sent to SECfinAPI, which supplies the financial results to the assistant through MCP.

The standard npm configuration starts the package with npx -y secfinapi-mcp. The MCP client passes SECFINAPI_KEY to the process through its environment. A second variable, SECFINAPI_BASE_URL, can optionally specify the API base URL instead of using the SECfinAPI production API.

Setup and configuration

Create an API key through SECfinAPI; the README states that a free key is available. Add the server to the MCP configuration for the client you use. Claude Desktop uses a configuration with command, args, and an env object. Cursor and VS Code use the same general configuration shape in their MCP settings.

A published-package configuration uses npx with -y followed by secfinapi-mcp, and sets SECFINAPI_KEY in the environment. After saving the configuration, restart the client so the tools become available. The repository also documents running from source with npm install, npm run build, and node dist/index.js, with the API key set in the shell environment.

Tools and capabilities

The michalperni11-gif/secfinapi-mcp MCP server provides these six tools:

• get_company_info returns company metadata and a link to the company’s SEC EDGAR filings.
• get_income_statement returns a standardized income statement with filing dates.
• get_balance_sheet returns a standardized balance sheet.
• get_cash_flow returns a standardized cash flow statement.
• get_metrics returns more than 40 financial ratios, including profitability, margin, and growth measures.
• list_companies lists or searches the available US public companies.

Together, these tools support company lookup, statement retrieval, ratio analysis, and comparisons that an assistant can perform from natural-language requests.

Limitations and notes

The server depends on access to SECfinAPI and requires the SECFINAPI_KEY environment variable. It is focused on available US public-company data; the provided material does not describe support for private companies, non-US markets, or data sources beyond SECfinAPI and SEC EDGAR.

The server itself runs locally, but the financial data is fetched through the SECfinAPI REST API. The README does not specify rate limits, response schemas, historical coverage, or behavior when the upstream API is unavailable. The project is licensed under MIT.

Getting started with this michalperni11-gif/secfinapi-mcp MCP server

Always refer to the official documentation for the most accurate and up-to-date information.