SEC EDGAR
SEC EDGAR MCP server that provides access to the US public filings through the US SEC EDGAR API
What is SEC EDGAR?
SEC EDGAR is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to sec edgar mcp server that provides access to the us public filings through the us sec edgar api
SEC EDGAR MCP server that provides access to the US public filings through the US SEC EDGAR API
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- SEC EDGAR MCP server that provides access to the US public f
Use Cases
Maintainer
Works with
Installation
NPM
npx -y sec-edgarPIP
pip install sec-edgar-mcpManual Installation
npx -y sec-edgarConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
How to Set Up and Use SEC EDGAR
The SEC EDGAR MCP server connects AI assistants directly to the U.S. Securities and Exchange Commission's public EDGAR database, enabling retrieval and analysis of company filings, financial statements, and insider trading data through natural language. Built on the edgartools Python library, it exposes tools for looking up companies by CIK or ticker, retrieving 10-K, 10-Q, and 8-K filings, parsing XBRL financial data with exact numeric precision, and monitoring insider trading transactions. Financial analysts and developers use it to automate due diligence research, extract structured financial data from SEC filings, and build AI-powered financial analysis workflows.
Prerequisites
- Python 3.11 or higher (for pip installation) or Docker
- A user agent string in the format 'Your Name ([email protected])' for the SEC EDGAR API
- No SEC API key required — the service uses public data
- An MCP-compatible client such as Claude Desktop or Claude Code
Install the sec-edgar-mcp package
Install via pip, conda, or use the Docker image. The pip method is the simplest for local development.
pip install sec-edgar-mcp
# or via conda:
conda install -c stefanoamorelli sec-edgar-mcp
# or via npx:
npx -y sec-edgarSet your SEC EDGAR user agent
The SEC EDGAR API requires a user agent identifying who is making requests. Set the SEC_EDGAR_USER_AGENT environment variable to your name and email in the required format.
export SEC_EDGAR_USER_AGENT="Your Name ([email protected])"Add the server to Claude Desktop config
For the Docker installation (recommended for isolation), add this block to your claude_desktop_config.json. Replace the user agent value with your own name and email.
{
"mcpServers": {
"sec-edgar-mcp": {
"command": "docker",
"args": [
"run", "-i", "--rm",
"-e", "SEC_EDGAR_USER_AGENT=Your Name ([email protected])",
"stefanoamorelli/sec-edgar-mcp:latest"
]
}
}
}Or use the Python / npx installation
If you prefer not to use Docker, configure the server to run via the installed Python package or via npx.
{
"mcpServers": {
"sec-edgar-mcp": {
"command": "npx",
"args": ["-y", "sec-edgar"],
"env": {
"SEC_EDGAR_USER_AGENT": "Your Name ([email protected])"
}
}
}
}Restart Claude Desktop and query SEC filings
Restart Claude Desktop after saving the config. You can now ask Claude to look up companies, retrieve filings, extract financial statements, and analyze insider trading data from SEC EDGAR.
SEC EDGAR Examples
Client configuration
Claude Desktop config using Docker to run the sec-edgar-mcp container with user agent identification.
{
"mcpServers": {
"sec-edgar-mcp": {
"command": "docker",
"args": [
"run", "-i", "--rm",
"-e", "SEC_EDGAR_USER_AGENT=Jane Smith ([email protected])",
"stefanoamorelli/sec-edgar-mcp:latest"
]
}
}
}Prompts to try
Sample prompts for researching public companies and their SEC filings.
- "Look up Apple's CIK number and retrieve their most recent 10-K filing"
- "Get the income statement from Tesla's latest 10-Q with exact revenue and net income figures"
- "Show me all insider trading transactions filed by Microsoft executives in the last 90 days"
- "Compare the balance sheets of Amazon and Google from their most recent annual reports"
- "Find all 8-K filings from Nvidia in the past 6 months and summarize the key announcements"Troubleshooting SEC EDGAR
403 Forbidden error from the SEC EDGAR API
The SEC requires a valid user agent header. Ensure SEC_EDGAR_USER_AGENT is set to the exact format 'Your Name ([email protected])' with real identifying information. The SEC blocks requests from generic or missing user agents.
Docker image not found or pull fails
Ensure Docker is running and you have internet access. Pull the image manually first: docker pull stefanoamorelli/sec-edgar-mcp:latest. If Docker is not available, use the pip or npx installation method instead.
XBRL financial data is missing or incomplete for some filings
Not all SEC filings include structured XBRL data, especially older filings or some smaller company reports. Try requesting a more recent filing year, or use the document retrieval tools to get the raw filing text and ask Claude to extract the numbers.
Frequently Asked Questions about SEC EDGAR
What is SEC EDGAR?
SEC EDGAR is a Model Context Protocol (MCP) server that sec edgar mcp server that provides access to the us public filings through the us sec edgar api It connects AI assistants to external tools and data sources through a standardized interface.
How do I install SEC EDGAR?
Install via npm with the command: npx -y sec-edgar. Then add the server configuration to your AI client's JSON config file (e.g., claude_desktop_config.json or .cursor/mcp.json).
Which AI clients work with SEC EDGAR?
SEC EDGAR works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is SEC EDGAR free to use?
Yes, SEC EDGAR is open source and available under the AGPL-3.0 license. You can use it freely in both personal and commercial projects.
SEC EDGAR Alternatives — Similar Finance & Fintech Servers
Looking for alternatives to SEC EDGAR? Here are other popular finance & fintech servers you can use with Claude, Cursor, and VS Code.
ValueCell
★ 10.7kValueCell is a community-driven, multi-agent platform for financial applications.
Vibe Trading
★ 8.1k'Vibe-Trading: Your Personal Trading Agent'
Quantdinger
★ 6.2kAI quantitative trading platform for crypto, stocks, and forex with backtesting, live trading, market data, and multi-agent research.vibe-trading ,trading-agents,ai-trader,ai-trading
TradingView
★ 2.8kReal-time crypto & stock screening, advanced technical indicators, Bollinger Bands intelligence, candlestick patterns + native Claude Desktop integration. Multi-exchange (Binance, KuCoin, Bybit+). Open-source AI trading infrastructure.
Financial Datasets
★ 2.1kProvides access to comprehensive financial data including income statements, balance sheets, cash flow statements, stock prices, company news, SEC filings, and cryptocurrency information with built-in financial ratio analysis.
Stripe
★ 1.6kThe Stripe Model Context Protocol server allows you to integrate with Stripe APIs through function calling. This protocol supports various tools to interact with different Stripe services.
Browse More Finance & Fintech MCP Servers
Explore all finance & fintech servers available in the MCPgee directory. Each server includes setup guides for Claude, Cursor, and VS Code.
Set Up SEC EDGAR in Your Editor
Choose your AI client for step-by-step setup instructions.
Quick Config Preview
Add this to your claude_desktop_config.json or .cursor/mcp.json
Ready to use SEC EDGAR?
Browse our complete directory of 33,000+ MCP servers, read setup guides for your editor, and start building with the Model Context Protocol.