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io.github.cyanheads/secedgar-mcp-server

io.github.cyanheads/secedgar-mcp-server · v0.15.14

Measured by MCP Station

Description written by the publisher, not verified

Query SEC EDGAR filings, XBRL financials, and company data via MCP. STDIO or Streamable HTTP.

Connect

claude mcp add --transport http secedgar-mcp-server https://secedgar.caseyjhand.com/mcp

{
  "mcpServers": {
    "secedgar-mcp-server": {
      "url": "https://secedgar.caseyjhand.com/mcp"
    }
  }
}

Tools as reported by the server

• secedgar_company_search
  Find companies and retrieve entity info with optional recent filings. Entry point for most EDGAR workflows — resolves tickers, names, or CIKs to entity details, with accession numbers in the result feeding secedgar_get_filing for document content. When a date or form filter carries the scan past the
• secedgar_search_filings
  Search EDGAR filings since 1993. Full-text search covers 2001-present (the EFTS index floor); pre-2001 date ranges (to 1993) are served from the archives by form and entity/date. Pre-2001 free text needs entity scope (ticker:/cik:) — with it, the tool reads the entity's matching filings and matches
• secedgar_get_filing
  Fetch a specific filing's metadata and document content by accession number. Returns the primary document as readable text. Use offset/next_offset for multi-page access to large filings (10-K, S-1 can exceed 1M chars): pass the next_offset from a truncated response as offset, without section, to rea
• secedgar_get_financials
  Get historical XBRL financial data for a company. Accepts friendly concept names (e.g., "revenue", "net_income", "assets") or raw XBRL tags. Discover available friendly names with secedgar_search_concepts. Handles historical tag changes and deduplicates data automatically. The full series is also st
• secedgar_get_snapshot
  Build a company financial profile in one call: the latest value of every supported XBRL concept, grouped by statement. Reads the filer's complete companyfacts payload once rather than one request per concept, so it replaces a run of secedgar_get_financials calls when the question is "what do this co
• secedgar_get_material_events
  Retrieve a company's 8-K filings with their item codes decoded, optionally filtered to specific items. 8-K item codes are how material events are actually scoped — 1.01 material agreements, 2.02 results of operations, 4.02 non-reliance on previously issued financials, 5.02 officer and director depar
• secedgar_get_insider_transactions
  Fetch Form 4 insider transactions (purchases, sales, grants, exercises) for a company by parsing SEC EDGAR ownership XML. Returns the reporting person, their relationship to the issuer, transaction date, type, shares traded (absolute magnitude), direction (acquire/dispose), price per share, and shar
• secedgar_get_institutional_holdings
  Fetch 13F-HR quarterly institutional holdings by parsing the SEC EDGAR information table XML. company is the institutional filer — its 10-digit CIK (e.g. 0000102909), a ticker, or an entity name (names outside EDGAR's ticker file resolve through EDGAR entity search) — and the tool returns what that
• secedgar_find_holders
  Find which institutional managers reported holding an issuer, by searching 13F-HR information tables for one reporting quarter. This is the reverse direction of secedgar_get_institutional_holdings: that tool takes a manager and returns its portfolio, this one takes an issuer and returns its managers
• secedgar_get_beneficial_owners
  List the 5%-and-over beneficial owners of a public company, parsed from the structured SCHEDULE 13D and SCHEDULE 13G filings made about it. The input is the ISSUER — the company being held — which is the opposite direction from secedgar_get_institutional_holdings, where the input is the manager. 13D
• secedgar_get_fund_holdings
  List what an ETF or mutual fund holds, parsed from the NPORT-P portfolio report it files with the SEC every quarter. The input is the fund — a ticker like VOO, a fund series ID, or the registrant trust — which is the opposite direction from the ownership tools: secedgar_get_institutional_holdings an
• secedgar_fetch_frames
  Fetch SEC XBRL frames for one concept × one period across all reporting companies. Inline response returns a page of the ranked companies — start at the top or pass offset/next_offset to walk further down the ranking; the full frames response (all reporters) is materialized as df_<id> when a canvas
• secedgar_compare_companies
  Compare 2-10 named companies across 1-8 XBRL concepts, aligned on fiscal years (annual) or calendar quarters (quarterly). This is the middle shape between secedgar_get_financials (one company, one concept, full history) and secedgar_fetch_frames (one concept, one period, every reporting company) — r
• secedgar_search_concepts
  Search supported XBRL financial concepts by keyword, statement group, or taxonomy. Use before secedgar_get_financials, secedgar_compare_companies, or secedgar_fetch_frames to discover the right friendly name, or pass a raw XBRL tag (e.g., "NetIncomeLoss") to reverse-lookup which friendly names map t
• secedgar_dataframe_describe
  List the dataframes (df_XXXXX_XXXXX) registered by the data-returning secedgar_* tools — any tool whose response carries a `dataset` handle stages its full result set here. Each entry surfaces source tool, query parameters, creation/expiry timestamps, row count, column schema, and whether the datafr
• secedgar_dataframe_query
  Run a single-statement SELECT against the canvas dataframes registered by the data-returning secedgar_* tools — any tool whose response carries a `dataset` handle. Inspect a dataframe with secedgar_dataframe_describe first; its column schema is what the SQL has to match. Read-only: writes, DDL, DROP

Tool changes

• 2026-10-24: secedgar_company_search, secedgar_search_filings, secedgar_get_filing, secedgar_get_financials, secedgar_get_snapshot, secedgar_get_material_events, secedgar_get_insider_transactions, secedgar_get_institutional_holdings, secedgar_find_holders, secedgar_get_beneficial_owners, secedgar_get_fund_holdings, secedgar_fetch_frames
• 2026-10-19: secedgar_company_search, secedgar_search_filings, secedgar_get_filing, secedgar_get_financials, secedgar_get_snapshot, secedgar_get_material_events, secedgar_get_insider_transactions, secedgar_get_institutional_holdings, secedgar_find_holders, secedgar_get_beneficial_owners, secedgar_get_fund_holdings, secedgar_fetch_frames
• 2026-10-16: secedgar_company_search, secedgar_search_filings, secedgar_get_filing, secedgar_get_financials, secedgar_get_snapshot, secedgar_get_material_events, secedgar_get_insider_transactions, secedgar_get_institutional_holdings, secedgar_find_holders, secedgar_get_beneficial_owners, secedgar_get_fund_holdings, secedgar_fetch_frames

Repository · JSON · Text for agents · Registry updated 2026-10-23