MCP server

Secedgar

io.github.cyanheads/secedgar-mcp-server

Checked 26 Oct 2026, 08:29 UTC · Connected to it and listed its tools

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

Source

At a glance

Type

MCP server

Publisher

Not verified

Status

Working at last check

Tools

16

Token cost

About 14,771 tokens per request

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

26 Oct 2026, 08:29 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

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

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.secedgar-mcp-server]
url = "https://secedgar.caseyjhand.com/mcp"

Gemini CLI

{"mcpServers":{"secedgar-mcp-server":{"httpUrl":"https://secedgar.caseyjhand.com/mcp"}}}

Cursor

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

VS Code

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

Antigravity

agy mcp add secedgar-mcp-server https://secedgar.caseyjhand.com/mcp

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"secedgar-mcp-server","server_url":"https://secedgar.caseyjhand.com/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"secedgar-mcp-server","server_url":"https://secedgar.caseyjhand.com/mcp"}

Tools

• secedgar_company_search ~841 tokens
  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 carries the scan past the
• secedgar_compare_companies ~1095 tokens
  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 reporting company) — r
• secedgar_dataframe_describe ~216 tokens
  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, and whether the datafr
• secedgar_dataframe_query ~722 tokens
  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-only: writes, DDL, DROP
• secedgar_fetch_frames ~1118 tokens
  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_<id> when a canvas
• secedgar_find_holders ~929 tokens
  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 returns its managers
• secedgar_get_beneficial_owners ~862 tokens
  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 is the manager. 13D
• secedgar_get_filing ~1376 tokens
  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, without section, to rea
• secedgar_get_financials ~676 tokens
  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 full series is also st
• secedgar_get_fund_holdings ~1057 tokens
  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_institutional_holdings an
• secedgar_get_insider_transactions ~910 tokens
  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 per share, and shar
• secedgar_get_institutional_holdings ~1101 tokens
  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 and pass its filer_ci
• secedgar_get_material_events ~1046 tokens
  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 officer and director depar
• secedgar_get_snapshot ~594 tokens
  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 is "what do this co
• secedgar_search_concepts ~423 tokens
  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 friendly names map t
• secedgar_search_filings ~1805 tokens
  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 filings and matches

Browse

• GitHub tools
• Pragma tools
• Website monitoring
• Calendars
• Company data
• GitHub and code hosting

Related MCP servers

• Filings Intel MCP
  SEC EDGAR filings for AI agents: company lookup, filings, financials, insider trades. No keys.
• SEC EDGAR Insider Trades & Financials
  SEC EDGAR for agents: Form 4 insider trades, cluster buys, filings, XBRL financials and search.
• MCPFax Public-Data Utility API
  One public fact when you have no API key: where, what time, what rate. 31 lookups.
• Sec Xbrl
  SEC XBRL MCP — wraps SEC EDGAR XBRL API (data.sec.gov)
• Polyform
  Pay-per-call data APIs for AI agents. USDC on Base via x402. 33 tools, no signup.
• LastLook Data
  FRED macro data, Treasury yields, FX rates & macro indicators for AI agents. Pay-per-query via x402.
• Zovo SEC Filings
  SEC filings and financials
• US Economic, SEC EDGAR & On-Chain Data (x402)
  21 paid tools: US macro data, SEC EDGAR filings, on-chain EVM reads. Settled in USDC on Base.

Badge for your README

[![AptLynx](https://aptlynx.net/badge/io.github.cyanheads/secedgar-mcp-server.svg)](https://aptlynx.net/servers/io.github.cyanheads/secedgar-mcp-server)

Listing text is written by the maker; AptLynx lists tools and does not vouch for them. Find another tool · Browse by topic · For agents