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Edgar MCP

by · github.com/henrysouchien/edgar-mcp

SEC EDGAR financial data for your AI agent — MCP server for 10-Q, 10-K, and 8-K filings

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Scored 7 days ago · breakdown

About Edgar MCP

Edgar MCP is an MCP server published by henrysouchien in the Developer Tools category: sEC EDGAR financial data for your AI agent — MCP server for 10-Q, 10-K, and 8-K filings.

Recent commit activity is the strongest signal that reported issues will get attention.

Install

From source
git clone https://github.com/henrysouchien/edgar-mcp

This server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.

Tools (32)

cite_conceptJoin a registry-backed concept value to filing prose and optional extraction evidence.

Parameters not published.

compare_conceptCompare one registry-backed concept across a caller-provided ticker set.

Parameters not published.

compare_filing_tablesCompare matching filing tables across multiple tickers.

Parameters not published.

concept_trendReturn a cache-only concept time series across a requested period range.

Parameters not published.

describe_filingShow cached availability for financials, sections, tables, markdown, and extractions for one filing.

Parameters not published.

extract_filing_fileRun a selected extraction schema against a short-lived filing artifact issued by get_filing_sections.

Parameters not published.

get_conceptResolve one registry-backed financial concept from cached filing facts.

Parameters not published.

get_event_filingsDiscover event filings by ticker, CIK, date range, form type, or query.

Parameters not published.

get_extraction_seriesReturn periodized counts and optional hits for cached langextract spans.

Parameters not published.

get_filing_cover_factsReturn exact DEI cover-page facts such as shares outstanding with citations.

Parameters not published.

Show all 32 tools
get_filing_documentReturn a readable markdown filing document with section filtering and pagination.

Parameters not published.

get_filing_evidencePlan and retrieve citation-ready filing evidence for qualitative SEC questions.

Parameters not published.

get_filing_extractionsReturn cached langextract spans for one filing or run paid extraction on cache miss.

Parameters not published.

get_filing_factsRetrieve known exact-QName XBRL facts from one exact SEC filing accession via cache-only lookup or allowed fetch; use metric tools for discovery.

Parameters not published.

get_filing_sectionsExtract selected qualitative filing sections and optional embedded tables.

Parameters not published.

get_filing_tablesReturn filing table metadata or one hydrated structured table.

Parameters not published.

get_filingsReturn filing metadata and SEC accession details for one ticker period.

Parameters not published.

get_financialsReturn matcher-produced numeric financial rows for one fiscal filing period.

Parameters not published.

get_issuer_submissions_metaReturn an issuer's SEC submissions header metadata directly from the public SEC JSON endpoint.

Parameters not published.

get_metricReturn one discovered metric or XBRL tag with current, prior, and YoY values.

Parameters not published.

get_metric_seriesReturn one metric across multiple periods with per-period cache and coverage status.

Parameters not published.

get_operational_kpi_driver_rowsReturn the strict producer-owned operational KPI driver row DTO without transport reinterpretation.

Parameters not published.

get_operational_kpi_driversResearch filing narrative and markdown tables for operational KPI values and driver context.

Parameters not published.

get_statementReturn a template-backed income statement, balance sheet, or cash flow statement from cached concepts.

Parameters not published.

list_extraction_schemasList document extraction schemas available to the internal document API.

Parameters not published.

list_metricsList exact metric candidates available in one filing period.

Parameters not published.

search_extractionsSearch cached langextract spans across filings with structured filters.

Parameters not published.

search_filing_tablesSearch cached filing table metadata across a ticker and period range.

Parameters not published.

search_filing_textSearch cached markdown within one filing and return matching spans.

Parameters not published.

search_metricsSearch filing metrics by natural-language query and return ranked exact candidates.

Parameters not published.

warm_metric_cacheQueue paid-tier background warming for metric periods before follow-up reads.

Parameters not published.

warm_metric_cache_statusPoll a background cache-warming job returned by warm_metric_cache.

Parameters not published.

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Security checks

Static checks derived from the repository 2 hours ago. Heuristics on the source, not an audit.

  • ✓README presentThe repository ships documentation.
  • ✓License declaredUsable under a stated license.
  • ✓Tests presentA test suite exists in the repository.
  • !Dependencies pinnedNo lockfile. Installs can pull different code over time.
  • ✓No dynamic code executionSource scan found no eval, dynamic Function, or shell execution.
  • !Scoped permissionsDoesn't declare a permission scope. Assume it can do anything its process can.

Releases

v0.3.1v0.3.1
v0.1.0v0.1.0

README

edgar-mcp

SEC EDGAR financial data for AI agents, exposed as an MCP stdio server.

Install

pip install edgar-mcp

Configuration

Variable Required Purpose
EDGAR_API_KEY hosted tools API key for the hosted EDGAR API; not used by get_issuer_submissions_meta.
EDGAR_API_URL no Override the API base URL. Defaults to https://www.edgarparser.com.
EDGAR_MCP_OUTPUT_DIR no Directory for output="file" tool responses.

Claude Desktop / Claude Code config:

{
  "mcpServers": {
    "edgar-financials": {
      "type": "stdio",
      "command": "edgar-mcp",
      "env": {
        "EDGAR_API_KEY": "YOUR_KEY_HERE"
      }
    }
  }
}

Tool Inventory

This package exposes 32 public MCP tools. The inventory below is generated from the same manifest that drives the hosted API documentation.

Tool Summary Tier Cache Behavior
get_filings Return filing metadata and SEC accession details for one ticker period. public cache_only
get_event_filings Discover event filings by ticker, CIK, date range, form type, or query. public cold_allowed
describe_filing Show cached availability for financials, sections, tables, markdown, and extractions for one filing. public cache_only
get_filing_document Return a readable markdown filing document with section filtering and pagination. registered cold_allowed
get_filing_sections Extract selected qualitative filing sections and optional embedded tables. public cold_allowed
get_filing_cover_facts Return exact DEI cover-page facts such as shares outstanding with citations. registered cold_allowed
get_filing_evidence Plan and retrieve citation-ready filing evidence for qualitative SEC questions. paid llm_call
get_issuer_submissions_meta Return an issuer's SEC submissions header metadata directly from the public SEC JSON endpoint. public cold_allowed
get_operational_kpi_drivers Research filing narrative and markdown tables for operational KPI values and driver context. paid llm_call
get_operational_kpi_driver_rows Return the strict producer-owned operational KPI driver row DTO without transport reinterpretation. paid cold_allowed
get_filing_extractions Return cached langextract spans for one filing or run paid extraction on cache miss. paid llm_call
search_extractions Search cached langextract spans across filings with structured filters. paid cache_only
get_extraction_series Return periodized counts and optional hits for cached langextract spans. paid cache_only
extract_filing_file Run a selected extraction schema against a short-lived filing artifact issued by get_filing_sections. internal llm_call
list_extraction_schemas List document extraction schemas available to the internal document API. internal cache_only
get_filing_tables Return filing table metadata or one hydrated structured table. public cold_allowed
search_filing_tables Search cached filing table metadata across a ticker and period range. public cache_only
compare_filing_tables Compare matching filing tables across multiple tickers. public cache_only
search_filing_text Search cached markdown within one filing and return matching spans. registered cache_only
get_financials Return matcher-produced numeric financial rows for one fiscal filing period. public cache_only
get_filing_facts Retrieve exact-QName facts or whole statement and disclosure presentation occurrences from one exact SEC filing accession. registered cold_allowed
get_metric Return one discovered metric or XBRL tag with current, prior, and YoY values. public cache_only
get_metric_series Return one metric across multiple periods with per-period cache and coverage status. public cache_only
list_metrics List exact metric candidates available in one filing period. public cache_only
search_metrics Search filing metrics by natural-language query and return ranked exact candidates. public cold_allowed
get_statement Return a template-backed income statement, balance sheet, or cash flow statement from cached concepts. public cache_only
get_concept Resolve one registry-backed financial concept from cached filing facts. public cache_only
compare_concept Compare one registry-backed concept across a caller-provided ticker set. public cache_only
concept_trend Return a cache-only concept time series across a requested period range. public cache_only
cite_concept Join a registry-backed concept value to filing prose and optional extraction evidence. paid cache_only
warm_metric_cache Queue paid-tier background warming for metric periods before follow-up reads. paid cold_allowed
warm_metric_cache_status Poll a background cache-warming job returned by warm_metric_cache. paid cache_only

Tool Families

Filing Metadata and Documents

get_filings, get_event_filings, describe_filing, get_filing_document, get_filing_sections, get_filing_cover_facts, get_filing_evidence, get_issuer_submissions_meta

Operational KPIs

get_operational_kpi_drivers, get_operational_kpi_driver_rows

LangExtract

get_filing_extractions, search_extractions, get_extraction_series, extract_filing_file, list_extraction_schemas

Filing Tables

get_filing_tables, search_filing_tables, compare_filing_tables

Filing Text

search_filing_text

XBRL and Concepts

get_financials, get_filing_facts, get_metric, get_metric_series, list_metrics, search_metrics, get_statement, get_concept, compare_concept, concept_trend, cite_concept, warm_metric_cache, warm_metric_cache_status

Runtime Notes

  • This is a thin client for the hosted EDGAR API and the public SEC submissions endpoint; it does not parse filings locally.
  • Missing or invalid EDGAR_API_KEY lets the server start, but hosted API tool calls return authentication errors; get_issuer_submissions_meta does not require the key.
  • Large payload tools support output="file" and write to EDGAR_MCP_OUTPUT_DIR or a local fallback directory.
  • API rate limits and paid-tool access are enforced by the hosted service.

Links

README fetched from the repository 2 hours ago. The original is authoritative.

Questions

About Edgar MCP

How do I install Edgar MCP?

No package has been published for this server, so install it from source: clone the repository and follow its README.

Is Edgar MCP safe to use with an AI agent?

Its trust score is 65 out of 100 (good). It passes 4 of the 6 static security checks run so far; the failures are listed above. It has no ConduID identity yet, so agent calls to it are not receipted.

Is Edgar MCP still maintained?

Yes — the last commit was a month ago. The repository has 0 stars and 0 forks.