SEC EDGAR Filings

SEC EDGAR MCP Server

A read-only Model Context Protocol server, over stdio, that takes a stock ticker, resolves it to the SEC's Central Index Key (CIK), and returns filing metadata with official EDGAR links. It exposes three tools, five resources and three prompts. No API key is needed: SEC EDGAR is public, and the server only identifies itself with a descriptive User-Agent. The server never reads, downloads or summarises filing contents; it tells you which filings exist and where they are on sec.gov.

Published on PyPI as mcp-server-edgar and listed on the Official MCP Registry as io.github.SudiptoHaldar/mcp-server-edgar.

Install and run

The server is a Python package with a console entry point. The simplest way to run it is with uv, which fetches Python 3.11 or newer when needed:

uvx mcp-server-edgar

Or install it into any environment with Python 3.11 or newer:

pip install mcp-server-edgar

mcp-server-edgar

The executable speaks MCP on stdin and stdout and is meant to be launched by an MCP client, so on its own it waits for a client. To try it interactively, use the MCP Inspector:

npx -y @modelcontextprotocol/inspector uvx mcp-server-edgar

Configure your MCP client

Claude Desktop and most other JSON-configured clients take an mcpServers entry. The optional env block sets the SEC fair-access contact (see Configuration):

{

"mcpServers": { "sec-edgar": { "command": "uvx", "args": ["mcp-server-edgar"], "env": { "MCP_EDGAR_USER_AGENT": "acme-research/1.0 (ops@acme.example)" } } } }

Claude Code:

claude mcp add sec-edgar -- uvx mcp-server-edgar

Tools

All three tools are read-only and return a JSON object whose status field says what happened (see Results and errors). Years always refer to the filing date, the day the SEC received a filing, never to the period the filing covers.

get_latest_filing — Latest SEC filing

Newest filing for a ticker, optionally restricted to given form types.

Example call get_latest_filing("AAPL", ["10-K"]); result abridged, values as of 2026-11-01:

{

"status": "ok", "company": {"cik": "0000320193", "name": "Apple Inc.", "ticker": "AAPL", "exchange": "Nasdaq"}, "forms": ["10-K"], "filing": { "form": "10-K", "filing_date": "2025-10-31", "report_date": "2025-09-27", "accession_number": "0000320193-25-000079", "filing_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/0000320193-25-000079-index.htm", "primary_document_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm" }, "message": "Newest 10-K by Apple Inc. (AAPL): filed 2025-10-31." }

filing is null when the company has no filing of the requested forms.

list_filings_by_year — Filings by year

Every filing a company submitted during one calendar year, newest first, in pages.

The year is the filing year, not the fiscal year: Apple's 10-K for the fiscal year ending September 2025 was filed on 2025-10-31, so it belongs to year=2025; a 10-K filed in January 2026 for a fiscal year 2025 belongs to year=2026. Older years are served from the SEC's history files automatically.

Example call list_filings_by_year("AAPL", 2025, ["10-K", "10-Q"]); result abridged, values as of 2026-11-01:

{

"status": "ok", "company": {"cik": "0000320193", "name": "Apple Inc.", "ticker": "AAPL", "exchange": "Nasdaq"}, "year": 2025, "forms": ["10-K", "10-Q"], "limit": 100, "offset": 0, "total_count": 4, "returned_count": 4, "next_offset": null, "filings": [ { "form": "10-K", "filing_date": "2025-10-31", "report_date": "2025-09-27", "accession_number": "0000320193-25-000079", "filing_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/0000320193-25-000079-index.htm", "primary_document_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm" } ], "message": "Apple Inc. (AAPL): 4 filings of form 10-K, 10-Q with a filing date in 2025." }

To page, call again with offset set to next_offset until it is null. Pages never overlap. A year with no filings is ok with total_count 0.

list_form_types — EDGAR form types

The EDGAR submission-type codes filed in recent quarters, most common first. Use it to learn which values forms accepts: form is exactly the code EDGAR uses (10-K, 10-K/A, SCHEDULE 13G/A, 424B2, NPORT-P).

The catalogue is a snapshot bundled with the package, counted over the four completed quarters before the release and refreshed with each release; catalogue.generated_on and catalogue.quarters say which. Calling it makes no request to the SEC. description and topics come from the SEC Forms List when the form number is known, otherwise null.

Example call list_form_types("10-K"); result abridged, values as of 2026-11-01:

{

"status": "ok", "query": "10-K", "total_count": 6, "returned_count": 6, "next_offset": null, "catalogue": {"generated_on": "2026-11-01", "quarters": ["2025Q4", "2026Q1", "2026Q2", "2026Q3"]}, "form_types": [ {"form": "10-K", "description": "Annual report pursuant to Section 13 or 15(d)", "amendment": false, "filings": 6723}, {"form": "10-K/A", "description": "Annual report pursuant to Section 13 or 15(d)", "amendment": true, "filings": 616} ], "message": "6 form types match '10-K' in 2025Q4-2026Q3." }

Results and errors

Every tool answers with a JSON object. Anticipated conditions are reported in status, never as a protocol error, so a client can act on them:

Every object also carries a one-line message. A filing record always has form, filing_date, report_date (the period covered, context only, may be null), accession_number and filing_url (the official filing index page on sec.gov); primary_document_url points at the main document when the SEC lists one and the file name is safe, otherwise it is null.

Resources

Clients that can attach resources as context may read these JSON documents directly, without a tool call. They are built by the same code path as the tools, so a resource and its tool always agree.

Use the edgar://issuers/{cik}/… routes when a ticker is ambiguous; the CIK must be listed in the SEC ticker map. Resources have no status envelope: an unknown ticker, a malformed or unlisted CIK or an unmatched URI is a resource-not-found error, and an ambiguous ticker or an SEC outage is a resource error, each carrying the same message text the tools use.

Prompts

Prompts are reusable instructions a person selects from the client's prompt menu; the client inserts the rendered text and the model then uses the tools. They carry no live data.

Every prompt ends with the same guardrails: metadata and official sec.gov links only, the server does not read filing contents, cite the EDGAR link for every filing, give no investment advice, and on an ambiguous answer ask which issuer is meant before calling again with that cik.

Configuration

All settings are environment variables with defaults. Unset or empty values take the default; a bad value stops startup with exit code 1 and one line on stderr naming the variable.

| `MCP_EDGAR_S