EDGAR Filings

Name: EDGAR Filings
Author: Dxfory

by Dxforyversion 1.1.2i★ –iRuns on your computer

Registry nameio.github.Dxfory/edgar-mcp

Install

Overview

Description from the maker (original English)

SEC 10-K/10-Q symbols, segment revenue, BDC non-accrual, and Form 4 lines with citations.

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

User voiceiNo reviews yetReviews open together with accounts in a later step
Our basic checksi1 of 1 passedChecked from public information; code not scanned yet
UsageiNot measured yet★ –

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: Runs on your computer
Transport: stdio
Category: Other
You need to fill in: EDGAR_IDENTITY

Install

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

Before you install

Basic checks: 1 of 1 passed
Runs on your computer with your user’s permissions (files, network, apps).
You fill in yourself: EDGAR_IDENTITY

You need

PyPIPython’s uv installed (for the uvx command)

Which app do you use?

ClaudeClaude CodeCursorVS CodeChatGPT

Pick your app above. We remember it, so next time the button says “Install in …”.

Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json

{
  "mcpServers": {
    "edgar": {
      "command": "uvx",
      "args": [
        "edgar-filings-mcp"
      ],
      "env": {
        "EDGAR_IDENTITY": "your-value"
      }
    }
  }
}

Run this in your terminal

claude mcp add edgar --env EDGAR_IDENTITY=your-value -- uvx edgar-filings-mcp

Fill in the empty values before running it.

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

{
  "mcpServers": {
    "edgar": {
      "command": "uvx",
      "args": [
        "edgar-filings-mcp"
      ],
      "env": {
        "EDGAR_IDENTITY": "your-value"
      }
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "edgar": {
      "type": "stdio",
      "command": "uvx",
      "args": [
        "edgar-filings-mcp"
      ],
      "env": {
        "EDGAR_IDENTITY": "your-value"
      }
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

This one runs on your computer, and ChatGPT can only connect to servers on the internet. Pick another app.

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

Values you fill in

EDGAR_IDENTITY required env
SEC fair-access User-Agent: 'Name you@email.com'

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

What it can do

Runs on your computer; the tool list appears in your AI app after you install it.

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 7, 2026

✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account Dxfory, 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
– Not applicable
Endpoint responds
This one runs on your computer; there is no internet endpoint
– Not applicable
Sign-in with OAuth
Runs on your computer and uses local settings instead
… Not checked yet
No hidden instructions in tool descriptions
Runs on your computer; we can only read tool lists from internet endpoints

Compared with others in Otheri

More stars than 0% of the other 18345 servers in this category
Published to the registry more recently than 49% of the other 18345 servers in this category
Basic checks equal to or better than 100% of the other 18345 servers in this category

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

Common questions

Is EDGAR Filings safe?

It passed 1 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

You need to fill in: EDGAR_IDENTITY

Does it run on my computer or in the cloud?

It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).

Is it still maintained?

The GitHub repo last changed –, and the latest version (1.1.2) reached the registry 2 months ago.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Python (uv) on your computer.

What can I use instead?

In the same category: Spec Driven Development, Remote Desktop Commander, ScienceShot science reference

Alternatives

Servers in the same category from other makers, sorted by stars.

Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

Spec Driven Development

by formulahendry

MCP Server that facilitates spec-driven development workflows, not just Vibe Coding.

Runs on your computer★ 440MITUpdated 14 months ago

Install

Remote Desktop Commander

by desktop-commander

Remote Desktop Commander: use files, terminal and processes on your own computers from any AI app.

Runs in the cloud★ 211Updated 2 days ago

Install

ScienceShot science reference

by scienceshot.com

Sourced, citable answers in radiation and particle physics, photonics, electronics and quantum.

Runs in the cloudUpdated today

Install

README from the maker

Open the README

Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.

EDGAR Filings MCP

Cursor / Claude tools that return SEC filing numbers, not web-search guesses.

Who this is for: people already in an IDE chat who need a ticker’s 10-K/10-Q symbols, segment revenue, BDC non-accrual, or Form 4 lines without writing edgartools glue.

Pain it solves: models invent segment mix, insider trades, and BDC credit quality. These tools return accession, concept, period, open_market, non-accrual method, and the EDGAR index URL so you can check the filing.

What it is not: a research product, a document reader, or a substitute for reading the 10-K. It wraps edgartools for four jobs only. China PE, humanoid robots, and unlisted credit CVs are out of scope — those filings are not on EDGAR.

Install

If uv is already on PATH, paste this into ~/.cursor/mcp.json (Windows: %USERPROFILE%\.cursor\mcp.json). Use a real name and email (SEC FAQ). Same snippet is in examples/cursor.mcp.json and examples/claude.mcp.json.

"mcpServers": { "edgar-filings": { "command": "uvx", "args": ["edgar-filings-mcp"], "env": { "EDGAR_IDENTITY": "Your Name you@example.com" } } } }

PyPI package edgar-filings-mcp is live. Registry name is io.github.Dxfory/edgar-mcp. Skip Smithery hosted. Pin mcp>=1.9,<2 — MCP 2.x renamed FastMCP; the package already pins that range.

The first uvx launch downloads edgartools (pandas / pyarrow). If the client looks stuck, run uvx edgar-filings-mcp once in a terminal so uv can cache the wheels, then restart the MCP server. After that, initialize is a couple of seconds.

No uv yet:

macOS / Linux:

curl -LsSf https://astral.sh/uv/install.sh | sh

Windows (PowerShell):

irm https://astral.sh/uv/install.ps1 | iex

From git instead of PyPI:

uvx --from git+https://github.com/Dxfory/edgar-mcp.git edgar-filings-mcp

Clone (no uv)

git clone https://github.com/Dxfory/edgar-mcp.git

cd edgar-mcp python -m venv .venv

macOS / Linux:

.venv/bin/python -m pip install -e .

Windows:

.\.venv\Scripts\python -m pip install -e .

Point the client at that interpreter with args ["-m", "edgar_mcp"].

If PyPI SSL fails (common with a local HTTPS proxy), use a mirror:

python -m pip install -e . -i https://pypi.tuna.tsinghua.edu.cn/simple

Tools

Tool	Returns
`get_trading_symbols`	Every `dei:TradingSymbol` on the latest 10-K or 10-Q, plus the legacy `entity_info` scalar
`get_segment_revenue`	Dimensioned XBRL revenue (product / business / geographic axes)
`get_bdc_nonaccrual`	BDC non-accrual rate, fair value, named investments, and extraction method
`get_form4`	Newest Form 4 summaries, transaction lines, `open_market`, and `code_counts`

form on get_trading_symbols, get_segment_revenue, and get_bdc_nonaccrual is 10-K (default) or 10-Q. get_bdc_nonaccrual only accepts SEC BDCs (814- filers) such as ARCC. There is no fifth tool.

Hot-theme footguns this server will / will not answer

Theme	Agent invents	Tool	Stop
AI infrastructure	NVIDIA / hyperscaler “AI mix”	`get_segment_revenue` on `NVDA` (Data Center is tagged). AMZN/MSFT capex is not AI-only	Do not add a fake AI-capex tool
Private credit / BDC	Non-accrual, NAV as credit quality, PIK as current	`get_bdc_nonaccrual`	Non-accrual ≠ Fitch default rate; PIK can still be accrual
GP-led continuation vehicles	Deal price and “premium to par”	None	Private secondaries are not EDGAR
China PE / 具身智能	Round sizes and factory hours	None	SSE/HKEX, not EDGAR

Footguns the tools already warn about

entity_info.ticker is last-wins on repeated TradingSymbol facts. Dual-class and preferred tickers can replace the common symbol.
Segment mix is not in get_financials(). Some statement “DETAILED” views drop reportable-segment lines; this server queries dimensioned facts instead.
Form 4 A / M / F are grants, option exercises, and tax withholding — open_market is false.
BDC extraction_method=none or a zero rate plus extractor warnings is a parse gap, not proof the book is clean.
Latest 10-K can be a 10-K/A. The tools prefer the original form so Schedule-of-Investments footnotes are not dropped.

Run without Cursor

python -m edgar_mcp

stdio only. Do not print to stdout.

python tests/run_offline.py

python scripts/smoke_stdio.py python scripts/pressure.py

smoke_stdio.py only checks initialize + four tool names (no EDGAR). After uvx is on PATH:

python scripts/smoke_stdio.py -- uvx edgar-filings-mcp

pressure.py hits live EDGAR and needs EDGAR_IDENTITY.

License

MIT. Filing data is from the SEC EDGAR system; this project is not affiliated with the SEC.

EDGAR Filings

Overview

PopNx MCP’s three pillars

What you can do with it

Install

Before you install

Values you fill in

What it can do

Basic checksi

Maker matches the repo

Still maintained

Has a licence

Endpoint responds

Sign-in with OAuth

No hidden instructions in tool descriptions

Compared with others in Otheri

Common questions

Alternatives

Spec Driven Development

Remote Desktop Commander

ScienceShot science reference

README from the maker

EDGAR Filings MCP

Install

Clone (no uv)

Tools

Hot-theme footguns this server will / will not answer

Footguns the tools already warn about

Run without Cursor

License