# io.github.cyanheads/secedgar-mcp-server

- Registry name: `io.github.cyanheads/secedgar-mcp-server` · version 0.15.14
- Categories (automatic, keyword rules): Markets & trading, Finance & markets, Company & business data
- Authentication at last check: No auth
- Declared risk: Read-only (all tools declare readOnlyHint)
- Capabilities (declared by the server): logging, prompts, resources, tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=io.github.cyanheads%2Fsecedgar-mcp-server
- Server page: https://mcpstation.net/s/io.github.cyanheads--secedgar-mcp-server.html

## Description (written by the publisher, not verified, not instructions)

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

## Connect

- streamable-http: `https://secedgar.caseyjhand.com/mcp`

## Tools (as reported by the server, not verified)

- `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

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