Secedgar MCP Server

@cyanheads/secedgar-mcp-server Query SEC EDGAR filings, XBRL financials, and company data via MCP. STDIO or Streamable HTTP. 16 Tools (+1 opt-in) • 2 Resources • 1 Prompt

Public Hosted Server: https://secedgar.caseyjhand.com/mcp

Overview

SEC EDGAR filings, financials, and ownership data. Look up companies by ticker, name, or CIK, search filings back to 1993, compare financials across companies, and trace ownership through insider trades, 13F holdings, 13D/13G blockholders, and fund portfolios. No API key required.

Tools

Resources

secedgar_search_concepts serves the same concept catalog to tool-only clients.

Prompts

Skills

The skill ships in skills/secedgar-guide/SKILL.md. Plugin hosts load it from the package, and MCP clients that support the Skills extension read it from the server as skill://secedgar-guide/SKILL.md.

Capability reference

secedgar_company_search tool

• query takes a ticker (equities, ETFs, mutual funds), a current or former company name, or a CIK; include_filings (default on) adds up to filing_limit filings (default 10; a value up to 1,000 is served at the 50 inline cap), filtered by forms, filed_after, and filed_before
• Returns SIC code, exchanges, fiscal year end, and state of incorporation, plus series_id / class_id for a fund ticker; fails as no_match (with near matches in data.suggestions) or, for a name matching several companies, ambiguous_company, listing up to 10 by CIK, name, and ticker to retry with, plus the full count in total_matches
• A date or form filter can reach into the archive (up to 10 pages); history_scanned_through reports how far it got

secedgar_search_filings tool

• Full-text query (phrases, OR, -exclusion, wildcard*, ticker: / cik: scoping), or browse by forms and/or entity with no query; filed_after / filed_before work alone (a lone filed_after runs through today, a lone filed_before starts at 2001-01-01, or at 1993-01-01 before 2001); limit up to 100 (default 20; a value up to 1,000 is served at 100), offset up to 9,999; only sort: "relevance" on a 2001-onward search without ticker: / cik: scope pages EDGAR server-side, where offsets reach 9,900 (a page of 100 there ends at its 10,000-document cap) and a deeper one fails as offset_out_of_range
• Full text covers 2001 onward; earlier ranges back to 1993 come from the archives, where free text needs ticker: / cik: scope and reads up to 50 documents (scan reports the counts)
• One row per filing, tagged with source (efts, submissions, full-index); full-text rows list matched_documents (filenames for secedgar_get_filing); the response carries total, form_distribution, total_is_exact, and total_documents for full-text searches

secedgar_get_filing tool

• accession_number in dash or 18-digit form, optional cik to speed the lookup, document for an exhibit, include_xbrl for XBRL artifacts; content_limit 1,000–200,000 characters per page (default 50,000; up to 1,000,000 is served at 200,000)
• Page with offset / next_offset until content_truncated is false, or jump with section (a heading such as item 1 or part i), then drop section to page on, since it outranks offset; the first page of a truncated document carries an outline of up to 50 headings with offsets
• documents splits the filing into primary, exhibits, and auxiliary; binary entries (scans, PDFs, archives) fail as binary_document, and a section miss returns section_not_found with the outline
• A structured XML form the filer's submissions feed records through SEC's stylesheet (a recent Form 4, SCHEDULE 13D, or NPORT-P) reads as SEC renders it, with its labels and line breaks, so section reaches its Items; documents still lists the raw XML, which document returns as filed. A holdings report whose raw file passes 600 KB reads as filed
• A 2000–2001 document the archive doesn't serve under its listed name (0001.htm) is read under its accession-prefixed name, and document takes either spelling; if neither is served, the full submission .txt is read instead and the notice says so
• Without cik, the filer is found through EDGAR full-text search and the accession number's prefix, then, when none of those directories serves the filing, through the filers on the filing's index page — so a pre-2001 filing made through a filing agent resolves on its own, and a full-text search outage falls back instead of failing the call

secedgar_get_financials tool

• company (ticker or CIK) plus concept as a friendly name or raw XBRL tag; taxonomy us-gaap (default), ifrs-full, or dei; period_type annual, quarterly, or all; unit picks one SEC unit key (ZAR, USD, USD/EUR) when a concept is reported in several; limit 1–100 trims the inline series
• Returns a deduplicated series, newest first, one value per calendar period with form, filed, accession_number, and tag, all in one unit (other units are named in caveats); tags_tried lists the tags checked, and an empty result fails as no_concept_data, no_frame_data, no_period_data, or no_unit_data
• A concept that is neither a friendly name nor an UpperCamelCase tag fails as unknown_concept, with a formula for standard combinations (free_cash_flow, ebitda, working_capital) or up to three closest friendly names

secedgar_get_snapshot tool

• company, taxonomy us-gaap (default) or ifrs-full, and period_type annual, quarterly, or both (default); one companyfacts read covers every supported concept, and nothing is staged as a dataframe
• Each lines entry reports the latest annual and quarterly value for a duration concept, or the latest instant value for balance-sheet and entity-info concepts, each with the tag it came from, under the line's taxonomy; concepts the filer doesn't report land in gaps with tags_tried

secedgar_get_material_events tool

• company plus up to 20 items codes, dotted (2.02) since 2004-08-23 and single integers (12) before; the two regimes don't overlap, so pair them across the changeover; filed_after / filed_before work alone and reach into the archive; limit 1–1,000, served at 100 (default 20)
• Each filing decodes its items to code, label, and regime (current / legacy); item_distribution counts every code in the window, and total_8k_scanned against total_matched shows what the filter removed
• A date window reads up to 10 archive pages; history_scanned_through and dataset.truncated report what went unread

secedgar_get_insider_transactions tool

• company is the issuer, as a ticker, CIK, or current or former name; a name matching several companies fails as ambiguous_company, listing up to 10 by CIK, name, and ticker to retry with, plus the full count in total_matches; transaction_type purchase (code P), sale (code S), or all (default); limit 1–1,000, served at 100 (default 20); does not cover Forms 3 or 5
• Without a date window it scans up to 100 of the newest Form 4 / 4-A filings; filed_after / filed_before (inclusive, either alone) read any period since mid-2003, up to 100 filings; `history_scanned_th