The full upstream README, mirrored here for reference. Install config, tool schemas, adoption signals, and an original overview live on the Secfinapi MCP listing page.
MCP server for SECfinAPI — standardized SEC EDGAR financial data (income statements, balance sheets, cash flow, 40+ ratios) as tools for Claude, Cursor, and other AI assistants.
Ask your AI assistant things like "What's Apple's revenue trend?" or "Compare MSFT and GOOGL operating margins" — it fetches the data live through SECfinAPI.
It runs locally on your machine and is a thin wrapper over the SECfinAPI REST API. No server to host, no extra cost.
Open Settings → Developer → Edit Config and add:
Once published to npm:
Running from source (before publishing):
Restart Claude Desktop. The 6 tools below appear under the tools (🔌) menu.
Same config shape in the editor's MCP settings — command, args, and the
SECFINAPI_KEY env var.
| Tool | Returns |
|---|---|
get_company_info | Company metadata + a link to its filings on SEC EDGAR |
get_income_statement | Standardized income statement (with filing dates) |
get_balance_sheet | Standardized balance sheet |
get_cash_flow | Standardized cash flow statement |
get_metrics | 40+ financial ratios (ROE, ROIC, margins, growth…) |
list_companies | List / search the available US public companies |
| Variable | Required | Default |
|---|---|---|
SECFINAPI_KEY | yes | — |
SECFINAPI_BASE_URL | no | the SECfinAPI production API |
MIT