Plainyogurt21 Sec Edgar MCP

What plainyogurt21-sec-edgar-mcp MCP server does

plainyogurt21-sec-edgar-mcp MCP server gives MCP-compatible AI applications access to data published through the U.S. Securities and Exchange Commission’s EDGAR system. It is intended for workflows such as researching public companies, locating recent filings, inspecting filing content, extracting financial measures, and reviewing reported insider transactions.

The server covers company identification and information, filing metadata and content, financial statements, and analysis of Forms 3, 4, and 5. Responses include SEC filing links so an agent or developer can check the source material independently. The project also applies deterministic processing instructions and returns financial values at the precision found in the filing.

How it works

An MCP client sends JSON-RPC tool requests to the server after discovering its available EDGAR tools. The server uses the EdgarTools Python library to obtain company data and filing metadata from official SEC sources. It can also download complete filing documents in text format and parse their contents.

For financial data, the implementation performs direct XBRL extraction and pattern matching rather than relying only on a fixed set of hardcoded concept mappings. The resulting data is returned as structured JSON, together with references to the relevant SEC pages or filings. This design supports questions about a company’s latest filings, reported financial facts, filing sections, and insider transactions while keeping the result tied to source documents.

Setup and configuration

The repository identifies Python 3.9 or newer as a requirement and lists Windows, macOS, and Linux as supported platforms. After the server is running, it can be connected to an MCP-compatible client, including an AI assistant or the MCP CLI tool. The project provides a Quickstart guide and separate documentation for installation, configuration, examples, and tool details.

No required environment variables or client-specific configuration values are specified in the supplied material. Setup details should therefore be taken from the project’s linked documentation rather than inferred from this listing.

Tools and capabilities

plainyogurt21-sec-edgar-mcp MCP server exposes tool groups for:

• Looking up companies by CIK and retrieving company information or company facts.
• Finding recent SEC filings and obtaining filing content.
• Analyzing 8-K filings and extracting filing sections.
• Retrieving financial statements through direct XBRL parsing.
• Examining Form 3, Form 4, and Form 5 insider transaction data.
• Returning SEC references for verification of retrieved information.

These tools are suited to agents that need filing-backed answers, such as finding a company’s latest 10-K or retrieving an exact revenue value from a filing.

Limitations and notes

The data source is SEC EDGAR, so the server is focused on information available in official SEC filings and related company data. It does not represent a general financial-data feed beyond the capabilities described above. Results should be interpreted in the context of the underlying filings and checked through the included references when accuracy matters.

The project states that it is not affiliated with or approved by the U.S. Securities and Exchange Commission. “SEC” and “EDGAR” are SEC trademarks. The software is released under the MIT License and depends on the EdgarTools library for access to SEC data.