Secedgar MCP Server

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

• Connection: Computer or cloud
• Transport: stdio, Streamable HTTP
• Category: Other
• You need to fill in: EDGAR_USER_AGENT

Install

Pick the AI app you use, then copy the settings.

You need

• Runs in the cloudNothing to install; it connects over the internet
• npmNode.js installed (for the npx command)

Which app do you use?

https://secedgar.caseyjhand.com/mcp

{
  "mcpServers": {
    "secedgar": {
      "command": "npx",
      "args": [
        "-y",
        "@cyanheads/secedgar-mcp-server"
      ],
      "env": {
        "EDGAR_USER_AGENT": "your-value",
        "EDGAR_RATE_LIMIT_COOLDOWN_SECONDS": "your-value",
        "MCP_LOG_LEVEL": "your-value"
      }
    }
  }
}

claude mcp add --transport http secedgar https://secedgar.caseyjhand.com/mcp

claude mcp add secedgar --env EDGAR_USER_AGENT=your-value --env EDGAR_RATE_LIMIT_COOLDOWN_SECONDS=your-value --env MCP_LOG_LEVEL=your-value -- npx -y @cyanheads/secedgar-mcp-server

{
  "mcpServers": {
    "secedgar": {
      "url": "https://secedgar.caseyjhand.com/mcp"
    }
  }
}

{
  "mcpServers": {
    "secedgar": {
      "command": "npx",
      "args": [
        "-y",
        "@cyanheads/secedgar-mcp-server"
      ],
      "env": {
        "EDGAR_USER_AGENT": "your-value",
        "EDGAR_RATE_LIMIT_COOLDOWN_SECONDS": "your-value",
        "MCP_LOG_LEVEL": "your-value"
      }
    }
  }
}

{
  "servers": {
    "secedgar": {
      "type": "http",
      "url": "https://secedgar.caseyjhand.com/mcp"
    }
  }
}

{
  "servers": {
    "secedgar": {
      "type": "stdio",
      "command": "npx",
      "args": [
        "-y",
        "@cyanheads/secedgar-mcp-server"
      ],
      "env": {
        "EDGAR_USER_AGENT": "your-value",
        "EDGAR_RATE_LIMIT_COOLDOWN_SECONDS": "your-value",
        "MCP_LOG_LEVEL": "your-value"
      }
    }
  }
}

https://secedgar.caseyjhand.com/mcp

Your choice stays on this device in a cookie; no account needed.

Values you fill in

• EDGAR_USER_AGENT required env
  User-Agent header for SEC compliance. Format: "AppName contact@email.com".
• EDGAR_RATE_LIMIT_COOLDOWN_SECONDS env
  Seconds to stop sending to SEC after a 429: calls are refused locally, then one probe request goes out.
• MCP_LOG_LEVEL env
  Sets the minimum log level for output (e.g., 'debug', 'info', 'warn').

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

Tool names and descriptions exactly as the server reported them on Nov 6, 2026. The maker wrote them, not us; we show them as plain text.

• secedgar_company_search

  Find companies and retrieve entity info with optional recent filings. Entry point for most EDGAR workflows — resolves tickers, names, or CIKs to entity details, with accession numbers in the result feeding secedgar_get_filing for document content. When a date or form filter carri

• secedgar_search_filings

  Search EDGAR filings since 1993. Full-text search covers 2001-present (the EFTS index floor); pre-2001 date ranges (to 1993) are served from the archives by form and entity/date. Pre-2001 free text needs entity scope (ticker:/cik:) — with it, the tool reads the entity's matching

• secedgar_get_filing

  Fetch a specific filing's metadata and document content by accession number. Returns the primary document as readable text. Use offset/next_offset for multi-page access to large filings (10-K, S-1 can exceed 1M chars): pass the next_offset from a truncated response as offset, wit

• secedgar_get_financials

  Get historical XBRL financial data for a company. Accepts friendly concept names (e.g., "revenue", "net_income", "assets") or raw XBRL tags. Discover available friendly names with secedgar_search_concepts. Handles historical tag changes and deduplicates data automatically. The fu

• secedgar_get_snapshot

  Build a company financial profile in one call: the latest value of every supported XBRL concept, grouped by statement. Reads the filer's complete companyfacts payload once rather than one request per concept, so it replaces a run of secedgar_get_financials calls when the question

• secedgar_get_material_events

  Retrieve a company's 8-K filings with their item codes decoded, optionally filtered to specific items. 8-K item codes are how material events are actually scoped — 1.01 material agreements, 2.02 results of operations, 4.02 non-reliance on previously issued financials, 5.02 office

• secedgar_get_insider_transactions

  Fetch Form 4 insider transactions (purchases, sales, grants, exercises) for a company by parsing SEC EDGAR ownership XML. Returns the reporting person, their relationship to the issuer, transaction date, type, shares traded (absolute magnitude), direction (acquire/dispose), price

• secedgar_get_institutional_holdings

  Read an institutional manager's 13F-HR information table for a quarter. company is the filer: a 10-digit CIK, ticker, or name; names outside the ticker file use EDGAR entity search, and ambiguous names return candidates. For managers holding an issuer, use secedgar_find_holders a

• secedgar_find_holders

  Find which institutional managers reported holding an issuer, by searching 13F-HR information tables for one reporting quarter. This is the reverse direction of secedgar_get_institutional_holdings: that tool takes a manager and returns its portfolio, this one takes an issuer and

• secedgar_get_beneficial_owners

  List the 5%-and-over beneficial owners of a public company, parsed from the structured SCHEDULE 13D and SCHEDULE 13G filings made about it. The input is the ISSUER — the company being held — which is the opposite direction from secedgar_get_institutional_holdings, where the input

• secedgar_get_fund_holdings

  List what an ETF or mutual fund holds, parsed from the NPORT-P portfolio report it files with the SEC every quarter. The input is the fund — a ticker like VOO, a fund series ID, or the registrant trust — which is the opposite direction from the ownership tools: secedgar_get_insti

• secedgar_fetch_frames

  Fetch SEC XBRL frames for one concept × one period across all reporting companies. Inline response returns a page of the ranked companies — start at the top or pass offset/next_offset to walk further down the ranking; the full frames response (all reporters) is materialized as df

• secedgar_compare_companies

  Compare 2-10 named companies across 1-8 XBRL concepts, aligned on fiscal years (annual) or calendar quarters (quarterly). This is the middle shape between secedgar_get_financials (one company, one concept, full history) and secedgar_fetch_frames (one concept, one period, every re

• secedgar_search_concepts

  Search supported XBRL financial concepts by keyword, statement group, or taxonomy. Use before secedgar_get_financials, secedgar_compare_companies, or secedgar_fetch_frames to discover the right friendly name, or pass a raw XBRL tag (e.g., "NetIncomeLoss") to reverse-lookup which

• secedgar_dataframe_describe

  List the dataframes (df_XXXXX_XXXXX) registered by the data-returning secedgar_* tools — any tool whose response carries a `dataset` handle stages its full result set here. Each entry surfaces source tool, query parameters, creation/expiry timestamps, row count, column schema, an

• secedgar_dataframe_query

  Run a single-statement SELECT against the canvas dataframes registered by the data-returning secedgar_* tools — any tool whose response carries a `dataset` handle. Inspect a dataframe with secedgar_dataframe_describe first; its column schema is what the SQL has to match. Read-onl

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 8, 2026

• ✓ Pass

  Maker matches the repo

  The registry name was verified with the GitHub account cyanheads, which owns the repo

• … Not checked yet

  Still maintained

  We have not read this repo from GitHub yet

• … Not checked yet

  Has a licence

  We have not read this repo from GitHub yet

• ✓ Pass

  Endpoint responds

  Responded in 183 ms (HTTP 200)

• – Not applicable

  Sign-in with OAuth

  No sign-in needed

• ✓ Pass

  No hidden instructions in tool descriptions

  Read 16 tool descriptions and found no hidden instructions to the AI

Compared with others in Otheri

• More stars than 0% of the other 18584 servers in this category
• Published to the registry more recently than 90% of the other 18584 servers in this category
• Basic checks equal to or better than 100% of the other 18584 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Alternatives

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README from the maker