Secedgar MCP Server

Name: Secedgar MCP Server
Author: cyanheads

作者：cyanheads版本 0.18.1i★ –i电脑或云端

注册名称io.github.cyanheads/secedgar-mcp-server

安装

概览

作者提供的说明（英文原文）

Query SEC EDGAR filings, XBRL financials, and company data via MCP. STDIO or Streamable HTTP.

PopNx MCP 的三大支柱

这三项永远不会合并成一个分数：意见、测量和人气是不同的东西。

用户评价i暂无评价评价功能将在后续阶段与账户功能一起开放
我们的基础检查i3 项中通过 3 项依据公开信息检查；尚未扫描代码
使用情况i起步阶段↓ 1158/周 · ★ –

它能帮你做什么

我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。

连接方式: 电脑或云端
传输方式: stdio, Streamable HTTP
分类: 其他
你需要填写：EDGAR_USER_AGENT

安装

选择你使用的 AI 应用，然后复制设置。

安装之前

基础检查：3 项中通过 3 项
在作者的服务器上运行：你向它提出的内容会经过他们的服务器。
可以做 16 件事（工具） secedgar_company_search, secedgar_search_filings, secedgar_get_filing, secedgar_get_financials …
需要你自己填写： EDGAR_USER_AGENT, EDGAR_RATE_LIMIT_COOLDOWN_SECONDS, MCP_LOG_LEVEL

你需要

在云端运行无需安装任何东西，通过互联网连接
npm已安装 Node.js（用于 npx 命令）

你用的是哪个应用？

ClaudeClaude CodeCursorVS CodeChatGPT

在上方选择你的应用。我们会记住它，下次按钮会显示“安装到 …”。

适用于网页版、桌面版和手机版 Claude：

打开 Settings → Connectors
点击 Add custom connector
粘贴下面的地址，然后点击 Add
如果要求登录，请登录作者的服务

https://secedgar.caseyjhand.com/mcp

或者在你的电脑上运行

打开 Claude Desktop → Settings → Developer → Edit Config，把下面的内容粘贴到 claude_desktop_config.json

{
  "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"
      }
    }
  }
}

在终端中运行这条命令

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

或者在你的电脑上运行

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

运行前请先填写空着的值。

在 Cursor 中打开

或者自己复制设置

粘贴到项目中的 .cursor/mcp.json，或 ~/.cursor/mcp.json

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

或者在你的电脑上运行

在 Cursor 中打开

或者自己复制设置

粘贴到项目中的 .cursor/mcp.json，或 ~/.cursor/mcp.json

{
  "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"
      }
    }
  }
}

浏览器会先询问是否打开应用，然后应用会显示设置并请你确认。密钥的值会留空，由你自己填写。

在 VS Code 中打开

或者自己复制设置

粘贴到项目中的 .vscode/mcp.json

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

或者在你的电脑上运行

在 VS Code 中打开

或者自己复制设置

粘贴到项目中的 .vscode/mcp.json

{
  "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"
      }
    }
  }
}

浏览器会先询问是否打开应用，然后应用会显示设置并请你确认。密钥的值会留空，由你自己填写。

ChatGPT 只能连接互联网上的服务器：

打开网页版 ChatGPT → Settings → Connectors (Apps)
点击 Create 或 Add（部分套餐需要先在 Advanced 中开启 Developer mode）
粘贴下面的地址，起个名字，然后保存
如果要求登录，请登录作者的服务

https://secedgar.caseyjhand.com/mcp

菜单名称可能因套餐和版本不同而略有差异。

你的选择通过 Cookie 保存在这台设备上，无需账户。

需要你填写的值

EDGAR_USER_AGENT 必填 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').

这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同，请以 README 为准。

它能做什么

工具名称和描述与服务器在 2026年11月6日报告的完全一致。这些内容由作者撰写，不是我们写的；我们以纯文本形式显示。

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

基础检查i

我们检查的是任何人都能看到的信息；我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月8日

✓ 通过
作者与仓库一致
注册名称已通过 GitHub 账户 cyanheads 验证，该账户拥有此仓库
… 尚未检查
仍在维护
我们还没有从 GitHub 读取这个仓库
… 尚未检查
有许可证
我们还没有从 GitHub 读取这个仓库
✓ 通过
端点有响应
在 183 毫秒内响应（HTTP 200）
– 不适用
使用 OAuth 登录
无需登录
✓ 通过
工具描述中没有隐藏指令
已读取 16 个工具描述，未发现针对 AI 的隐藏指令

与“其他”中的其他服务器比较i

星标数多于此分类中其他 18598 个服务器的 0%
发布到注册中心的时间比此分类中其他 18598 个服务器的 90% 更新
基础检查结果等于或优于此分类中其他 18598 个服务器的 100%

与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时，星标数才计入。

常见问题

Secedgar MCP Server 安全吗？

它在 3 项适用的基础检查中通过了 3 项。我们没有阅读代码。在添加密钥或令牌之前，请先看看这个服务器要求哪些权限，并使用只具备所需权限的密钥。

它需要哪些密钥或代码？

你需要填写：EDGAR_USER_AGENT

它在我的电脑上运行还是在云端？

两种方式都可以：安装在你的电脑上，或者连接云端版本。

它还在维护吗？

GitHub 仓库最后更新于–，最新版本（0.18.1）于4天前进入注册中心。

哪些应用可以使用它？

支持 MCP 的应用，例如 Claude Desktop、Claude Code、Cursor 和 VS Code。它通过 URL 连接，所以接受远程 MCP 服务器的应用也可以使用，例如开启开发者模式的 ChatGPT。

有什么可以替代它？

同一分类中有：Spec Driven Development, Remote Desktop Commander, Pronounce

替代选择

同一分类中其他作者的服务器，按星标数排序。

如何看卡片：↓ 每周下载量i★ GitHub 星标i三大支柱：评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i

Spec Driven Development

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

作者：formulahendry起步阶段↓ 66/周★ 44014个月前更新

在你的电脑上运行

安装

Remote Desktop Commander

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

作者：desktop-commander正在增长★ 2113天前更新

在云端运行✓ desktopcommander.app

安装

Pronounce

How engineers pronounce developer jargon — 1,927 confidence-tagged entries with citations.

作者：anzy-renlab-ai非常新↓ 40/周今天更新

在你的电脑上运行

安装

作者的 README

打开 README

按原文从作者的仓库复制。PopNx MCP 没有审查或背书其内容。HTML、图片和脚本已被移除。链接会离开本站。

@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

Tool	Description
`secedgar_company_search`	Find companies and retrieve entity info with optional recent filings
`secedgar_search_filings`	Search EDGAR filings since 1993: full text from 2001, archive browse before that
`secedgar_get_filing`	Fetch a filing's metadata and document text, paged or by section
`secedgar_get_financials`	Get historical XBRL financial data for one company and concept
`secedgar_get_snapshot`	One-call financial profile: the latest value of every supported concept
`secedgar_get_material_events`	8-K filings with item codes decoded and filterable
`secedgar_get_insider_transactions`	Form 4 / 4-A insider transactions parsed from ownership XML
`secedgar_get_institutional_holdings`	13F-HR quarterly holdings of one institutional manager
`secedgar_find_holders`	Reverse 13F lookup: which managers reported holding an issuer
`secedgar_get_beneficial_owners`	5%+ blockholders of an issuer from structured SCHEDULE 13D / 13G filings
`secedgar_get_fund_holdings`	ETF and mutual fund portfolio holdings from the quarterly NPORT-P report
`secedgar_fetch_frames`	One XBRL concept × one period across every reporting company
`secedgar_compare_companies`	Compare named companies across several concepts, aligned on fiscal years or calendar quarters
`secedgar_search_concepts`	Discover supported XBRL concept names or reverse-lookup a raw tag
`secedgar_dataframe_describe`	List canvas dataframes with provenance, TTL, and schema
`secedgar_dataframe_query`	Run a single-statement SELECT across dataframes
`secedgar_dataframe_drop`	Drop a canvas dataframe by name; opt-in via `EDGAR_DATAFRAME_DROP_ENABLED=true`

Resources

Resource	Description
`secedgar://concepts`	XBRL financial concepts grouped by statement, mapping friendly names to XBRL tags
`secedgar://filing-types`	Common SEC filing types, plus the 8-K item-code tables for both numbering regimes

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

Prompts

Prompt	Description
`secedgar_company_analysis`	Structured analysis of a company's SEC filings: financial trends, risk factors, material events

Skills

Skill	Description
`secedgar-guide`	Which tool answers each ownership question, where CIKs, accession numbers, CUSIPs, and fund series IDs come from, and the coverage limits to check before reporting data absent

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

只显示了开头部分；其余内容请在仓库中阅读

Secedgar MCP Server

概览

PopNx MCP 的三大支柱

它能帮你做什么

安装

安装之前

或者在你的电脑上运行

或者在你的电脑上运行

或者在你的电脑上运行

或者在你的电脑上运行

需要你填写的值

它能做什么

基础检查i

作者与仓库一致

仍在维护

有许可证

端点有响应

使用 OAuth 登录

工具描述中没有隐藏指令

与“其他”中的其他服务器比较i

常见问题

替代选择

Spec Driven Development

Remote Desktop Commander

Pronounce

作者的 README

Overview

Tools

Resources

Prompts

Skills

Capability reference

secedgar_company_search tool

secedgar_search_filings tool

secedgar_get_filing tool

secedgar_get_financials tool

secedgar_get_snapshot tool

secedgar_get_material_events tool

secedgar_get_insider_transactions tool

`secedgar_company_search` tool

`secedgar_search_filings` tool

`secedgar_get_filing` tool

`secedgar_get_financials` tool

`secedgar_get_snapshot` tool

`secedgar_get_material_events` tool

`secedgar_get_insider_transactions` tool