Secedgar MCP Server

Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.

Remote serverstreamable-http

What is the Secedgar MCP server?

Connect Secedgar to Claude, Cursor or any other MCP client and it stops being a tab you switch to. Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP. The secedgar mcp server is what makes that connection.

What the server does

Installation

Because this one is hosted, setup is mostly authentication — you point your client at the endpoint and approve access. Nothing runs on your machine, so there is no runtime to keep patched.

Available tools

The toolset is worth reading before you wire it up, because it tells you what the integration is really for:

  • secedgar_company_search — Find companies and retrieve entity info with optional recent filings
  • secedgar_search_filings — Search EDGAR filings since 1993 — full-text (2001+) plus archive-backed browse for pre-2001 ranges
  • secedgar_get_filing — Fetch a specific filing's metadata and document content
  • secedgar_get_financials — Get historical XBRL financial data for a company
  • secedgar_get_snapshot — One-call financial profile — the latest value of every supported concept, grouped by statement
  • secedgar_get_material_events — 8-K filings with item codes decoded and filterable — earnings, officer changes, non-reliance
  • secedgar_get_insider_transactions — Form 4 / 4-A insider transactions (buys, sells, grants, exercises) parsed from ownership XML
  • secedgar_get_institutional_holdings — 13F-HR quarterly institutional holdings parsed from the information table
  • secedgar_find_holders — Reverse 13F lookup — which institutional managers reported holding an issuer
  • secedgar_get_beneficial_owners — 5%+ blockholders of an issuer, parsed 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 — Fetch SEC XBRL frames for one concept × one period across all reporting companies

Worth knowing first

  • Your data travels to the provider's service, so the usual questions apply about what you send and what they retain.
  • With 14 tools registered it takes up a noticeable share of the context window; turn it off in projects that never touch Secedgar.
  • Keep per-call confirmation enabled while you learn its behaviour; it is the cheapest safeguard you have.

Where it fits

Among the planning and project tracking options, the useful question is rarely "what can it do" but "what does it cost you to run" — permissions, credentials, and how much of your context its toolset consumes. Secedgar's toolset — secedgar_company_search, secedgar_search_filings, secedgar_get_filing and 11 more — is a fair guide to whether it matches your workflow. It is maintained by cyanheads; worth a glance at recent repository activity before you build anything load-bearing on it.

SyncDev reviews every entry in this directory against the project's own documentation before publishing, and revisits them as servers change.

Available tools

ToolWhat it does
secedgar_company_searchFind companies and retrieve entity info with optional recent filings
secedgar_search_filingsSearch EDGAR filings since 1993 — full-text (2001+) plus archive-backed browse for pre-2001 ranges
secedgar_get_filingFetch a specific filing's metadata and document content
secedgar_get_financialsGet historical XBRL financial data for a company
secedgar_get_snapshotOne-call financial profile — the latest value of every supported concept, grouped by statement
secedgar_get_material_events8-K filings with item codes decoded and filterable — earnings, officer changes, non-reliance
secedgar_get_insider_transactionsForm 4 / 4-A insider transactions (buys, sells, grants, exercises) parsed from ownership XML
secedgar_get_institutional_holdings13F-HR quarterly institutional holdings parsed from the information table
secedgar_find_holdersReverse 13F lookup — which institutional managers reported holding an issuer
secedgar_get_beneficial_owners5%+ blockholders of an issuer, parsed from structured SCHEDULE 13D / 13G filings
secedgar_get_fund_holdingsETF and mutual fund portfolio holdings from the quarterly NPORT-P report
secedgar_fetch_framesFetch SEC XBRL frames for one concept × one period across all reporting companies
secedgar_compare_companiesCompare named companies across several concepts, aligned on calendar periods
secedgar_search_conceptsDiscover supported XBRL concept names or reverse-lookup a raw tag

Example prompts to try

  • Use Secedgar to secedgar company search.
  • Use Secedgar to secedgar search filings.
  • Use Secedgar to secedgar get filing.

Frequently asked questions

It connects Secedgar to MCP-compatible AI assistants such as Claude and Cursor, exposing 14 tools (secedgar_company_search, secedgar_search_filings, secedgar_get_filing, and more) that the assistant can call on your behalf. Instead of copying data back and forth by hand, the assistant works with Secedgar directly.