EDGAR + Entity: US Company Research

edgar-entity-mcp

Source: https://github.com/pgeneralpl/edgar-entity-mcp · Issues: https://github.com/pgeneralpl/edgar-entity-mcp/issues · MCP Registry: io.github.pgeneralpl/edgar-entity-mcp

US company research for AI agents, from official public data. One MCP server that covers SEC EDGAR (filings, XBRL financials, Form 4 insider trades, cross-company comparisons) and state Secretary of State business-entity registries (NY, CO, OR, CT, PA). Responses are compact JSON with source URLs, sized to keep token use low.

• Analysts: "Compare TSLA, F and GM revenue for CY2023", "What did insiders sell at Apple this month?", "Summarize the latest 10-K risk factors."
• Founders / sales / diligence: "Is *Acme Widgets LLC* an active Colorado entity? Who is its registered agent?"
• Researchers: clean 10-K/10-Q sections as text, normalized financial time series with the XBRL tag used for each metric.

No API keys are needed for the data. SEC asks you to identify yourself with a User-Agent (see SEC User-Agent).

Hosted endpoint (no install): https://edgar-entity-mcp.vercel.app/mcp. See Install.

The npm package edgar-entity-mcp (0.1.0) is deprecated and no longer maintained. Use the hosted endpoint, or run the server from this repository's source.

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Tools

Also included: a company_research_brief prompt that runs the whole workflow, and an edgar-entity://data-sources resource (licenses).

Every tool takes company as a ticker (AAPL), CIK (320193) or unambiguous name. Errors come back as {"error":{"code","message","hint"}} with isError: true. Ambiguous names return candidate CIKs; a typo (Microsfot) is never resolved silently: it returns AMBIGUOUS with the likely candidate, and an unknown name returns NOT_FOUND with did_you_mean, a pointer to lookup_business_entity and an EDGAR company-search link (current and former names, filers without a ticker).

Every tool declares an outputSchema, and successful results carry the same JSON twice: as structuredContent (for clients that use structured output) and as a JSON text block (for clients that don't). The schemas are deliberately permissive (few required fields, nullable values, extra fields allowed) so an unusual upstream record never turns a good answer into a validation error. Error results have only the text block.

Example calls and real outputs (live data, trimmed)

`get_financials` {"company":"AAPL","limit":1}

{"cik":"0000320193","name":"Apple Inc.","period_type":"annual","currency":"USD",

"periods":[{"fy":2025,"fp":"FY","period_end":"2025-09-27","period_start":"2024-09-29","form":"10-K","filed":"2025-10-31", "accession":"0000320193-25-000079","revenue":416161000000,"gross_profit":195201000000,"operating_income":133050000000, "net_income":112010000000,"eps_basic":7.49,"eps_diluted":7.46,"operating_cash_flow":111482000000,"capex":12715000000, "total_assets":359241000000,"total_liabilities":285508000000,"stockholders_equity":73733000000,"cash":35934000000, "long_term_debt":78328000000,"shares_outstanding":14776353000,"free_cash_flow":98767000000}], "tags_used":{"revenue":["us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax"],"net_income":["us-gaap:NetIncomeLoss"],"...":[]}, "source_url":"https://data.sec.gov/api/xbrl/companyfacts/CIK0000320193.json"}

`period_type:"quarterly"` returns 3-month values. 10-Q cash-flow lines are year-to-date, so quarters are derived by differencing, and Q4 is derived as FY minus 9M. For example, MSFT FY25 Q4 revenue comes out at $76.441B, which matches the reported figure. Each derived value is listed in `notes`.

`get_insider_trades` {"company":"TSLA","limit":5}

{"cik":"0001318605","name":"Tesla, Inc.","filings_returned":5,

"summary":{"open_market_buys":{"count":0,"shares":0,"value":0},"open_market_sales":{"count":19,"shares":34620.25,"value":13321733}}, "code_legend":{"F":"Shares withheld to pay exercise price or taxes","M":"Exercise or conversion of derivative (exempt)","S":"Open market or private sale"}, "filings":[{"form":"4","filed":"2026-09-09","accession":"0001104659-26-106432","reporter":"Taneja Vaibhav","roles":"Officer", "officer_title":"Chief Financial Officer","transactions":[ {"security":"Common Stock","date":"2026-09-08","code":"S","shares":2605.75,"price":360.134,"value":938419.17, "acquired_disposed":"D","shares_owned_after":25972.25,"ownership":"D"}], "url":"https://www.sec.gov/Archives/edgar/data/1318605/000110465926106432/tm2625055d1_4seq1.xml"}],"has_more":true}

`get_filing_document` outline first {"url":"https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm","mode":"outline"} (no text, ~2 KB for a 208k-character 10-K):

{"url":"…/aapl-20250927.htm","cik":"0000320193","accession":"0000320193-25-000079","index_url":"…/0000320193-25-000079-index.htm",

"kind":"html","mode":"outline","total_chars":208531, "outline":[{"id":"1","title":"Business","offset":8637,"chars":16040},{"id":"1A","title":"Risk Factors","offset":24677,"chars":68120}, {"id":"7","title":"Management's Discussion and Analysis (MD&A)","offset":104372,"chars":18232}, {"id":"8","title":"Financial Statements and Supplementary Data","offset":125643,"chars":62027}, "…"], "hint":"Read an item with section: ' ', or page through it with offset = the item's offset and max_chars ≤ its chars."}

then read only the item you need, 10,000 characters at a time by default (`offset` is relative to the section when `section` is set, else to the whole document):

`get_filing_document` {"url":"https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm","section":"1A","max_chars":3000}

{"url":"…/aapl-20250927.htm","kind":"html","section":{"id":"1A","title":"Risk Factors"},"total_chars":68118,"offset":0,"next_offset":3000,

"text":"Item 1A. Risk Factors\nThe following summarizes factors that could have a material adverse effect on the Company’s business…"}

`compare_companies` {"tag":"Revenues","period":"CY2023","companies":["TSLA","F","GM"]}

{"concept":"us-gaap:Revenues","unit":"USD","period":"CY2023","companies_reporting":2679,"results":[

{"rank":12,"cik":"0000037996","name":"Ford Motor Co","val":176191000000,"end":"2023-12-31"}, {"rank":13,"cik":"0001467858","name":"GENERAL MOTORS COMPANY","val":171842000000,"end":"2023-12-31"}, {"rank":23,"cik":"0001318605","name":"Tesla, Inc.","val":96773000000,"end":"2023-12-31"}], "source_url":"https://data.sec.gov/api/xbrl/frames/us-gaap/Revenues/USD/CY2023.json"}

Balance-sheet (instant) concepts need an `I` suffix, e.g. `{"tag":"Assets","period":"CY2024Q4I"}` (with `metric` the suffix is added for you: `{"metric":"total_assets","period":"CY2024"}` reads `CY2024Q4I`).

`compare_companies` by metric {"metric":"revenue","period":"CY2023","companies":["MSFT","AMZN","F"]}: many filers (MSFT, AMZN, AAPL) report revenue as RevenueFromContractWithCustomerExcludingAssessedTax, not Revenues, so metric tries up to 3 tags per company (Revenues, then RevenueFromContract…, then SalesRevenueNet for periods ≤ 2018) and reports the tag used:

{"metric":"revenue","period":"CY2023","period_basis":"calendar","results":[

{"rank":1,"cik":"0001018724","name":"AMAZON.COM, INC.","val":574785000000,"start":"2023-01-01","end":"2023-12-31","tag":"us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax"}, {"rank":2,"cik":"0000789019","name":"MICROSOFT CORPORATION","val":211915000000,"start":"2022-07-01","end":"2023-06-30","tag":"us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax","fiscal_period_differs":true}, {"rank":3,"cik":"0000037996","name":"Ford Motor Co","val":176191000000,"start":"2023-01-01","end":"2023-12-31","tag":"us-gaap:Revenues"}], "tags_tried":["us-gaap:Revenues","us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax"],"notes":["…"]}

Fiscal vs calendar periods. get_financials and get_xbrl_concept report *fiscal* periods as filed (fy/fp; Apple's FY2025 ended 2025-09-27). compare_companies uses SEC *calendar* frames: CY2023 holds, for each filer, the ~365-day period that best fits calendar 2023 (Microsoft's FY ending 2023-06-30). Rows whose period is more than 14 days off the calendar period get fiscal_period_differs: true; for a company's own fiscal years use get_financials. accn in a frame row is the latest filing that reported the value (often the next year's 10-K), not necessarily the original filing.

`lookup_business_entity` {"name":"Newmont Corporation","states":["CO"]}

{"results":[{"state":"CO","entity_id":"20021056790","name":"Newmont Corporation","status":"Good Standing",

"type":"Foreign Profit Corporation (FPC)","formed":"2002-03-08","jurisdiction":"DE", "principal_address":"6900 East Layton Ave, Suite 700, Denver, CO, 80237, US", "registered_agent":{"name":"CORPORATION SERVICE