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Sec README

The full upstream README, mirrored for reference. Install config, tool schemas, adoption signals and our own overview live on the Sec listing page.

Back to Sec View source on GitHub

@pipeworx/sec

SEC EDGAR company lookup, filing lists, and XBRL financial facts for US public companies — keyless, straight from the SEC's own APIs.

Part of Pipeworx — an MCP gateway connecting AI agents to 1807+ live data sources. This is an independent, unofficial integration — not affiliated with, endorsed by, or published by the upstream provider.

Tools

  • search_companies(query) — full-text company search over EDGAR; returns matching entities with CIKs.
  • get_company_filings(cik, form_type?) — recent filings (10-K, 10-Q, 8-K, …) for a company by CIK, ticker, or name.
  • get_company_facts(cik) — annual financial snapshot from XBRL companyfacts. latest_annual gives revenue, net income, operating income, gross profit, assets, liabilities, equity, cash, EPS and shares for the most recent fiscal year, each resolved to whichever us-gaap concept the filer currently reports under. key_financials has the per-concept detail, current concepts first; concepts the filer has retired are kept (a historical series still needs them) but flagged stale: true with a stale_note naming the replacement.

Not-found is a message, not a status code: a CIK EDGAR has never issued says so and points at edgar_ticker_to_cik; a CIK that exists but files no XBRL (funds, trusts, individuals) is named and pointed at get_company_filings; a ticker or name that resolves to nothing says what a valid one looks like. EDGAR covers US-registered filers only — foreign listings (603986.SS, NESN) are absent unless the company also files in the US.

Auth

Keyless. The SEC requires a descriptive User-Agent on every request; the pack sends one.

Data sources

Three traps in companyfacts, all handled in shared/src/xbrl.ts (fleet #594, 2026-08-28):

  • fy is the fiscal year of the FILING, not the period. A 10-K carries prior years as comparatives, all stamped with the filing's fy. Amazon's FY2020 net income shows fy=2022 because the FY2022 10-K restated it. The pack derives year from period_end and never sorts by fy.
  • frame sits on the LAST-FILED fact for a period. Since proxies (DEF 14A) started carrying XBRL, a filer's recent annual frames can all live on the proxy, so "10-K with a frame" silently stops years early. The pack ignores frame and picks the latest period_end among annual-report forms, tie-broken by latest filed (a restated figure wins).
  • Retired concepts look current per-concept. Microsoft's Revenues stops at FY2010 (ASC 606 moved it to RevenueFromContractWithCustomerExcludingAssessedTax). Every figure carries its fiscal year, stale concepts are flagged and sorted last, and latest_annual always leads with the concept the filer uses now.

Quick Start

Add to your MCP client (Claude Desktop, Cursor, Windsurf, etc.):

config.json
{
  "mcpServers": {
    "sec": {
      "url": "https://gateway.pipeworx.io/sec/mcp"
    }
  }
}

What this endpoint actually serves

tools/list at https://gateway.pipeworx.io/sec/mcp returns the tools in the table above plus the shared Pipeworx meta-tools — ask_pipeworx, discover_tools, search_within, remember/recall and the rest of the gateway-wide set. So the tool count you see is larger than this table: a single-pack endpoint currently lists roughly 30 shared tools alongside the pack's own. The connection's initialize response states its exact scope, and is the authoritative answer for a given day.

This is deliberate, not multiplexing by accident. The meta-tools are what let a scoped connection answer a question this pack does not cover — via ask_pipeworx, which routes across the whole catalog — without you adding a second MCP server. There is currently no way to mount a pack endpoint without them; if the extra schemas cost you more context than the routing is worth, connect to the full gateway once rather than to several pack endpoints.

Or connect to the full Pipeworx gateway to get every pack's tools listed directly, instead of just this one's:

config.json
{
  "mcpServers": {
    "pipeworx": {
      "url": "https://gateway.pipeworx.io/mcp"
    }
  }
}

Both URLs reach the same gateway and the same 1807+ data sources. The only difference is which pack's tools are listed directly; ask_pipeworx reaches all of them from either one.

No MCP client? Call it over HTTP

Terminal
curl -X POST https://gateway.pipeworx.io/v1/tools/sec_search_companies \
  -H 'Content-Type: application/json' \
  -d '{"query":"Apple"}'

No account needed for the first calls. Inspect any tool: GET https://gateway.pipeworx.io/v1/tools/sec_search_companies. Find one: POST https://gateway.pipeworx.io/v1/tools/search_packs with {"query":"..."}.

Standalone (no gateway account)

This package also runs as a local stdio MCP server — no Pipeworx account, no gateway round-trip:

config.json
{
  "mcpServers": {
    "sec": {
      "command": "npx",
      "args": ["-y", "@pipeworx/mcp-sec"]
    }
  }
}

Or run it directly to confirm it starts:

Terminal
npx -y @pipeworx/mcp-sec

It speaks MCP over stdin/stdout and answers initialize/tools/list/tools/call for only this pack's tools — none of the shared meta-tools the gateway connection above adds. Same source, same tools, no ask_pipeworx routing.

Using with ask_pipeworx

Instead of calling tools directly, you can ask questions in plain English — this works on the pack endpoint above as well as on the full gateway:

Code
ask_pipeworx({ question: "your question about Sec data" })

The gateway picks the right tool and fills the arguments automatically.

More

License

MIT