FilingExplorer for Claude

A native Model Context Protocol server that gives Claude Desktop and Claude Code access to SEC filings, company financials, institutional holdings, and more through the FilingExplorer API.

Features

• Institutional Holdings — Form 13F submissions from hedge funds and asset managers
• Insider Trading — Form 4 transactions from executives and directors
• Investment Advisers — Form ADV data including AUM, ownership, and disclosures
• SEC Filings — 13F, 4, 10-K, 10-Q, 8-K, and other SEC documents
• Company Financials — Balance sheets, income statements, cash flow from standardized filings
• ETF Holdings — Portfolio composition from N-PORT filings
• Lobbying Data — Federal lobbying disclosures and spending patterns
• Watchlists — Track companies and institutional investors

Installation

macOS

1. Download the latest .dmg from Releases
2. Open the DMG and drag FilingExplorer for Claude to Applications
3. Open the app and enter your FilingExplorer API token
4. To use the tools that fetch documents directly from the SEC, enter your email you@your-company-domain.com -- (Email address with private domain required by SEC for EDGAR access).
5. Click Install FilingExplorer MCP (configures both Claude Desktop and Claude Code)
6. Restart Claude Desktop (Claude Code picks up the change automatically in new sessions)

Manual Setup

For headless environments or if you prefer manual configuration:

1. Create the config file:

mkdir -p ~/Library/Application\ Support/com.filingexplorer.mcp

cat > ~/Library/Application\ Support/com.filingexplorer.mcp/config.json << 'EOF'
{
  "api_token": "YOUR_FILINGEXPLORER_API_TOKEN",
  "sec_user_agent_name": "Your Name or Company",
  "sec_user_agent_email": "your@email.com"
}
EOF

2. Add to Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json):

{
  "mcpServers": {
    "filing-explorer": {
      "command": "/Applications/FilingExplorer for Claude.app/Contents/MacOS/mcp-server",
      "args": []
    }
  }
}

2b. (Optional) Add to Claude Code config (~/.claude.json):

{
  "mcpServers": {
    "filing-explorer": {
      "type": "stdio",
      "command": "/Applications/FilingExplorer for Claude.app/Contents/MacOS/mcp-server",
      "args": []
    }
  }
}

3. Restart Claude Desktop

Usage

Once configured, ask Claude about SEC filings:

• "Show me the top ten and bottom ten holdings by weight in the ETF VXUS and format these in a CSV with their percentage"
• "Can you look for any major insider trades at Apple this month?"
• "Show me Berkshire Hathaway's latest 13F holdings"
• "Get Microsoft's 10-K from 2024 so we can discuss it"

The server uses progressive discovery—Claude will first search available tools, then execute the appropriate one.

Building from Source

Requires Rust 1.75+ and Node.js 18+.

# Build universal macOS binary (Apple Silicon + Intel)
./build-macos-universal.sh

The app will be at target/universal-apple-darwin/release/bundle/macos/FilingExplorer for Claude.app

License

MIT