About EDGAR (SEC filings)
EDGAR (SEC filings) is an MCP server in the Finance category: sEC filings in your agent: issuers, Reg CF/D/A raises, XBRL financials, insider trades.
Install
uvx mcpwright-edgarpip install mcpwright-edgarThis 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 (11)
get_company_facts(cik_or_query)Headline financials from a public company's XBRL facts: latest annual revenue, gross/operating income, net income, assets, liabilities, equity, cash.
Parameters not published.
get_filing(accession_or_url, cik=None)Open one filing: form, filing date, primary-document link, and every document in the filing.
Parameters not published.
get_filing_text(url, offset=0, max_chars=20000)Fetch a document's text (HTML stripped) for reading/summarizing — paginated, since filings can exceed 1M characters.
Parameters not published.
get_form_c_details(accession_or_url, cik=None)Parse a Form C (Reg CF) raise: target/max amount, price, security type, deadline, intermediary, employees, and a two-year financial snapshot (revenue, net income, assets, debt).
Parameters not published.
get_form_d_details(accession_or_url, cik=None)Parse a Form D (Reg D) raise: offering amount, sold/remaining, min investment, # investors, industry, revenue range, security types, exemptions, and the officers/directors/promoters.
Parameters not published.
get_insider_trades(cik_or_query, limit=20)Recent insider transactions (Form 4): owner, role, buy/sell/grant, shares, price, shares owned after.
Parameters not published.
get_insiders(cik_or_query, limit=25)A company's insiders (officers, directors, >10% owners) from recent Section 16 filings, with roles.
Parameters not published.
get_recent_offerings(form="C", since=None, state=None, limit=20)Recent securities offerings, newest first — `form="C"` (Reg CF), `"D"` (Reg D), or `"A"` (Reg A — 1-A offering statements **plus** 253G2 offering circulars, where the per-share price and any "price walk-up" live), optionally filtered by issuer `state` (e.g. `"CA"`).
Parameters not published.
list_filings(cik_or_query, form_type=None, limit=20)An issuer's most recent filings, newest first. Optional form-type filter (e.g. `10-K`, `C`, `D`).
Parameters not published.
lookup_issuer(query, limit=10)Resolve a ticker or company name → CIK, legal name, tickers, exchange. Works for exchange-listed **and** private / non-exchange filers (Reg CF / Reg A issuers, funds).
Parameters not published.
search_filings(query, forms=None, date_from=None, date_to=None, limit=20)Full-text search across filing documents.
Parameters not published.
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