Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
MCP stdio server for source-backed SEC EDGAR financial data from the hosted EdgarParser API.
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We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
Pick the AI app you use, then copy the settings.
EDGAR_API_KEY, EDGAR_API_URL, EDGAR_MCP_OUTPUT_DIRValues marked secret are keys to your account. Never share them or paste them into a chat.
You need
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Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json
{
"mcpServers": {
"edgar": {
"command": "uvx",
"args": [
"edgar-mcp"
],
"env": {
"EDGAR_API_KEY": "your-value",
"EDGAR_API_URL": "your-value",
"EDGAR_MCP_OUTPUT_DIR": "your-value"
}
}
}
}Run this in your terminal
claude mcp add edgar --env EDGAR_API_KEY=your-value --env EDGAR_API_URL=your-value --env EDGAR_MCP_OUTPUT_DIR=your-value -- uvx edgar-mcpFill in the empty values before running it.
Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"edgar": {
"command": "uvx",
"args": [
"edgar-mcp"
],
"env": {
"EDGAR_API_KEY": "your-value",
"EDGAR_API_URL": "your-value",
"EDGAR_MCP_OUTPUT_DIR": "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.
Paste into .vscode/mcp.json in your project
{
"servers": {
"edgar": {
"type": "stdio",
"command": "uvx",
"args": [
"edgar-mcp"
],
"env": {
"EDGAR_API_KEY": "your-value",
"EDGAR_API_URL": "your-value",
"EDGAR_MCP_OUTPUT_DIR": "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.
EDGAR_API_URL envEDGAR_MCP_OUTPUT_DIR envThese settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
Runs on your computer; the tool list appears in your AI app after you install it.
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
The registry name was verified with the GitHub account henrysouchien, which owns the repo
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
This one runs on your computer; there is no internet endpoint
Runs on your computer and uses local settings instead
Runs on your computer; we can only read tool lists from internet endpoints
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
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.
You need to fill in: EDGAR_API_KEY
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).
The GitHub repo last changed –, and the latest version (1.0.2) reached the registry 3 months ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Python (uv) on your computer.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
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Reading a card:↓ Downloads per weeki★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
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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.
SEC EDGAR financial data for AI agents, exposed as an MCP stdio server.
pip install edgar-mcp
| Variable | Required | Purpose |
|---|---|---|
EDGAR_API_KEY | hosted tools | API key for the hosted EDGAR API; not used by get_issuer_submissions_meta. |
EDGAR_API_URL | no | Override the API base URL. Defaults to https://www.edgarparser.com. |
EDGAR_MCP_OUTPUT_DIR | no | Directory for output="file" tool responses. |
Claude Desktop / Claude Code config:
{
"mcpServers": { "edgar-financials": { "type": "stdio", "command": "edgar-mcp", "env": { "EDGAR_API_KEY": "YOUR_KEY_HERE" } } } }
This package exposes 32 public MCP tools. The inventory below is generated from the same manifest that drives the hosted API documentation.
| Tool | Summary | Tier | Cache Behavior |
|---|---|---|---|
get_filings | Return filing metadata and SEC accession details for one ticker period. | public | cache_only |
get_event_filings | Discover event filings by ticker, CIK, date range, form type, or query. | public | cold_allowed |
describe_filing | Show cached availability for financials, sections, tables, markdown, and extractions for one filing. | public | cache_only |
get_filing_document | Return a readable markdown filing document with section filtering and pagination. | registered | cold_allowed |
get_filing_sections | Extract selected qualitative filing sections and optional embedded tables. | public | cold_allowed |
get_filing_cover_facts | Return exact DEI cover-page facts such as shares outstanding with citations. | registered | cold_allowed |
get_filing_evidence | Plan and retrieve citation-ready filing evidence for qualitative SEC questions. | paid | llm_call |
get_issuer_submissions_meta | Return an issuer's SEC submissions header metadata directly from the public SEC JSON endpoint. | public | cold_allowed |
get_operational_kpi_drivers | Research filing narrative and markdown tables for operational KPI values and driver context. | paid | llm_call |
get_operational_kpi_driver_rows | Return the strict producer-owned operational KPI driver row DTO without transport reinterpretation. | paid | cold_allowed |
get_filing_extractions | Return cached langextract spans for one filing or run paid extraction on cache miss. | paid | llm_call |
search_extractions | Search cached langextract spans across filings with structured filters. | paid | cache_only |
get_extraction_series | Return periodized counts and optional hits for cached langextract spans. | paid | cache_only |
extract_filing_file | Run a selected extraction schema against a short-lived filing artifact issued by get_filing_sections. | internal | llm_call |
list_extraction_schemas | List document extraction schemas available to the internal document API. | internal | cache_only |
get_filing_tables | Return filing table metadata or one hydrated structured table. | public | cold_allowed |
search_filing_tables | Search cached filing table metadata across a ticker and period range. | public | cache_only |
compare_filing_tables | Compare matching filing tables across multiple tickers. | public | cache_only |
search_filing_text | Search cached markdown within one filing and return matching spans. | registered | cache_only |
get_financials | Return matcher-produced numeric financial rows for one fiscal filing period. | public | cache_only |
get_filing_facts | Retrieve exact-QName facts or whole statement and disclosure presentation occurrences from one exact SEC filing accession. | registered | cold_allowed |
get_metric | Return one discovered metric or XBRL tag with current, prior, and YoY values. | public | cache_only |
get_metric_series | Return one metric across multiple periods with per-period cache and coverage status. | public | cache_only |
list_metrics | List exact metric candidates available in one filing period. | public | cache_only |
search_metrics | Search filing metrics by natural-language query and return ranked exact candidates. | public | cold_allowed |
get_statement | Return a template-backed income statement, balance sheet, or cash flow statement from cached concepts. | public | cache_only |
get_concept | Resolve one registry-backed financial concept from cached filing facts. | public | cache_only |
compare_concept | Compare one registry-backed concept across a caller-provided ticker set. | public | cache_only |
concept_trend | Return a cache-only concept time series across a requested period range. | public | cache_only |
cite_concept | Join a registry-backed concept value to filing prose and optional extraction evidence. | paid | cache_only |
warm_metric_cache | Queue paid-tier background warming for metric periods before follow-up reads. | paid | cold_allowed |
warm_metric_cache_status | Poll a background cache-warming job returned by warm_metric_cache. | paid | cache_only |
get_filings, get_event_filings, describe_filing, get_filing_document, get_filing_sections, get_filing_cover_facts, get_filing_evidence, get_issuer_submissions_meta
get_operational_kpi_drivers, get_operational_kpi_driver_rows
get_filing_extractions, search_extractions, get_extraction_series, extract_filing_file, list_extraction_schemas
get_filing_tables, search_filing_tables, compare_filing_tables
search_filing_text
get_financials, get_filing_facts, get_metric, get_metric_series, list_metrics, search_metrics, get_statement, get_concept, compare_concept, concept_trend, cite_concept, warm_metric_cache, warm_metric_cache_status
EDGAR_API_KEY lets the server start, but hosted API tool calls return authentication errors; get_issuer_submissions_meta does not require the key.output="file" and write to EDGAR_MCP_OUTPUT_DIR or a local fallback directory.