Toolstem Sec MCP Server

SEC EDGAR MCP Server — Insider Signals, 13D Activist Risk & Filing Intelligence

SEC EDGAR intelligence for AI agents. Five composite tools that pre-compute high-value signals directly from SEC EDGAR's public submissions API, returned as structured JSON.

No SEC API key required. Data is sourced directly from SEC EDGAR's public submissions API. A built-in sliding-window rate limiter keeps traffic under SEC's 10 rps fair-access ceiling automatically.

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Quickstart — hosted endpoint (recommended)

Point your MCP client or agent at the hosted endpoint. No API key, no infra, no setup. Billing is per-call via x402 — the agent's wallet pays directly in USDC on Base mainnet.

https://mcp.toolstem.com/mcp/sec

• No SEC API key, no signup, no marketplace account — the agent's wallet pays directly.
• No infrastructure — nothing to install, host, or keep running.
• No setup — connect an MCP client and call a tool.
• initialize and tools/list are free (discovery and schema introspection).
• tools/call is tiered per tool (see Pricing below).

Claude Desktop

Drop this into your claude_desktop_config.json:

{

"mcpServers": { "toolstem-sec": { "command": "npx", "args": [ "-y", "mcp-remote", "https://mcp.toolstem.com/mcp/sec" ] } } }

Restart Claude Desktop, then ask: *"Has TSLA disclosed any material 8-K events in the last 90 days?"*

Any MCP client (LangChain.js)

The official @langchain/mcp-adapters library connects directly to the hosted URL:

import { MultiServerMCPClient } from "@langchain/mcp-adapters";

import { ChatOpenAI } from "@langchain/openai"; import { createReactAgent } from "@langchain/langgraph/prebuilt";

const client = new MultiServerMCPClient({ toolstem_sec: { transport: "http", url: "https://mcp.toolstem.com/mcp/sec", // Add your x402-signing middleware via headers, OR run an x402 // proxy locally and point url at it. See https://www.x402.org/clients. }, });

const tools = await client.getTools(); const agent = createReactAgent({ llm: new ChatOpenAI({ model: "gpt-4o-mini" }), tools }); await agent.invoke({ messages: "Has TSLA disclosed any material 8-K events in the last 90 days?" });

LangChain quick-start (langchain-toolstem)

The langchain-toolstem wrapper handles x402 payment for you — pass a funded wallet key and the SEC tools are included automatically:

import { createToolstemTools } from 'langchain-toolstem';

const tools = await createToolstemTools({ walletPrivateKey: process.env.WALLET_KEY }); // SEC tools included automatically — agents pay per call in USDC

Prefer to run the server yourself over stdio/HTTP? See Advanced: self-host at the bottom.

Try the tools live in the Toolstem playground.

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Pricing

• MCP `initialize` and `tools/list` are free — discover the server and its tool surface without paying anything.
• `tools/call` is tiered per tool, paid in USDC on Base mainnet via x402. No API key, no signup, no marketplace account — agents pay directly from their own wallet.

Per-tool breakdown:

How billing works

Toolstem uses the x402 payment protocol. Agents pay per call in USDC on Base — no API keys, no subscriptions, no invoices. The agent's wallet settles each call automatically via EIP-3009.

See the live pricing page on toolstem.com/sec/ for current rates.

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The five tools

All five tools are composite/curated (they compute derived signals or aggregate across multiple EDGAR endpoints — no raw passthroughs). Annotations: readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true.

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1. get_company_filings_summary

Overview of a company's filing activity: last 20 filings + computed signals.

Example output (abbreviated):

{

"ticker": "AAPL", "cik": "0000320193", "company_name": "Apple Inc.", "signals": { "filing_velocity": "NORMAL", "material_event_count_90d": 4, "disclosure_volume_trend": "RISING", "latest_form_types": ["8-K", "4", "DEF 14A"] }, "meta": { "source": "sec_edgar_direct", "data_delay": "live" } }

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2. get_insider_signal

Probes Form 3 / 4 / 4/A insider filing activity within a configurable lookback window. Required: ticker_or_cik. Optional: lookback_days (1–730, default 90).

Returns: recent_insider_filings[] (accession numbers + SEC URLs), net_transaction_count, buy_count, sell_count, and insider_signal.

v0.1 limitation — counts only. v0.1 returns counts and Form 4 references only; direction-aware buy/sell signals ship in v0.2 (Form 4 XML parsing). Today, insider_signal is null when filings exist in the window (direction unknown) and "NEUTRAL" when no insider filings exist (verified absence). buy_count / sell_count are 0 in v0.1.

Example output (abbreviated):

{

"ticker": "MSFT", "cik": "0000789019", "company_name": "MICROSOFT CORP", "lookback_days": 90, "insider_signal": null, "net_transaction_count": 0, "buy_count": 0, "sell_count": 0, "recent_insider_filings": [ { "accession_number": "0001127602-26-001234", "filing_date": "2026-04-15", "sec_url": "https://www.sec.gov/Archives/edgar/data/789019/000112760226001234/0001127602-26-001234-index.htm" } ], "meta": { "source": "sec_edgar_direct", "data_delay": "live" } }

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3. get_institutional_signal

Probes for activist investor activity via SC 13D / 13D/A filings. Required: ticker_or_cik. Optional: quarters_back (1–20, default 4 ≈ 1 year).

v0.1 limitation — activist flag only. v0.1 ships the live `activist_risk_flag` (from 13D/13D-A) and a list of 13D filings. Quarterly 13F XBRL parsing — which produces institutional_signal (ACCUMULATING / HOLDING / DISTRIBUTING) and recent_13f_count — ships in v0.2. Today those two fields are null / 0.

Example output (abbreviated):

{

"ticker": "NVDA", "cik": "0001045810", "company_name": "NVIDIA CORP", "quarters_back": 4, "institutional_signal": null, "recent_13f_count": 0, "activist_risk_flag": false, "recent_13d_filings": [], "meta": { "source": "sec_edgar_direct", "data_delay": "live" } }

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4. get_material_events_digest ⚡ Premium tier

Premium tier — $0.50 USDC per call on Base mainnet, settled via x402. See the live pricing page on toolstem.com/sec/ for current rates.

Severity-ranked digest of all 8-K and 8-K/A filings within a configurable lookback window. Each item code is mapped to a plain-English label and severity rating. Required: ticker_or_cik. Optional: lookback_days (1–1825, default 365).

Returns: events[] (sorted newest-first), redflag_count, category_counts.

Example output (abbreviated):

{

"ticker": "TSLA", "cik": "0001318605", "company_name": "Tesla, Inc.", "lookback_days": 180, "redflag_count": 1, "category_counts": { "RED": 1, "YELLOW": 3, "GREEN": 7 }, "events": [ { "accession_number": "0001628280-26-005678", "filing_date": "2026-04-10", "form": "8-K", "items": [ { "code": "4.02", "label": "Non-Reliance on Previously Issued Financial Statements", "category": "financial", "severity": "RED" } ], "sec_url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026005678/0001628280-26-005678-index.htm" } ], "meta": { "source": "sec_edgar_direct", "data_delay": "live" } }

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5. compare_disclosure_signals

Side-by-side comparison of 2–5 companies across all key disclosure signals. Required: tickers_or_ciks (string[2..5]). All lookups run in parallel.

Returns per-company: filing_velocity, material_event_count_90d, redflag_count_365d, activist_risk_flag, last_filing_date.

Returns winners (as CIKs, not tickers — cross-reference with the companies[] array): quietest_disclosure, most_active, most_redflags, activist_targets.

Example output (abbreviated):

{

"companies": [ { "ticker": "AAPL", "cik": "0000320193", "filing_velocity": "NORMAL", "material_event_count_90d": 4, "redflag_count_365d": 0, "activist_risk_flag": false, "last_filing_date": "2026-04-25" }, { "ticker": "MSFT", "cik": "0000789019", "filing_velocity": "ACCELERATING", "material_event_count_90d": 7, "redflag_count_365d": 0, "activist_risk_flag": false, "last_filing_date": "2026-04-26" } ], "winners": { "quietest_disclosure": "0000320193", "most_active": "0000789019", "most_redflags": null, "activist_targets": [] }, "meta": { "source": "sec_edgar_direct", "data_delay": "live" } }

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Advanced: self-host

Most users should use the [hosted endpoint](#quickstart--hosted-endpoint-recommended) above — it needs no API key, no infrastructure, and no setup. This section is for users who specifically want to run the server themselves. When self-hosting you are responsible for running th