An MCP server for querying SEC EDGAR financial data — company info, financial statements, XBRL metrics, filings, insider trading, and more. Built
An MCP server for querying SEC EDGAR financial data — company info, financial statements, XBRL metrics, filings, insider trading, and more. Built with Go.
view_filing: native (non-Docker) server + w3m + ghostty or konsole terminalCompare MCP servers by category, or browse hosted MCP servers if you prefer an endpoint over a local process.
Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| Tool | What it does |
|---|---|
| get_company_info | Name, ticker, SIC, exchange, state, fiscal year end |
| get_cik_by_ticker | Resolve a ticker to its SEC CIK |
| search_companies | Search companies by name or ticker |
| get_company_facts | All XBRL facts reported by a company |
| get_recent_filings | Recent filings, optionally filtered by form type and date window |
| get_latest_filing | Single most recent filing of a given type (10-K, 10-Q, 8-K, …) |
| get_filing_content | Raw text of a filing with pagination |
| get_filing_sections | Extract named sections from 10-K/10-Q (MD&A, Risk Factors, etc.) |
| analyze_8k | Parse an 8-K for material event items |
| view_filing | Open a filing in a new terminal window via w3m (native server only) |
| get_financials | Income statement, balance sheet, or cash flow data |
| get_key_metrics | Revenue, net income, EPS, and other key metrics |
| compare_periods | Year-over-year or quarter-over-quarter comparison |
| get_quarterly_distribution | Metric values broken down by quarter |
| discover_company_metrics | List all reported financial metrics for a company |
| get_xbrl_concepts | Fetch data for a specific XBRL concept |
| discover_xbrl_concepts | Search for XBRL concept names |
| get_insider_transactions | Recent Form 4 transactions |
| get_insider_summary | Aggregated buy/sell activity by insider |
| get_form4_details | Full details of a specific Form 4 filing |
| analyze_form4_transactions | Parse and classify transactions in a Form 4 |
| analyze_insider_sentiment | Overall insider buying/selling sentiment |
{
"mcpServers": {
"sec-edgar-local": {
"command": "/absolute/path/to/SecEdgarMCP/sec-edgar-mcp",
"env": {
"SEC_EDGAR_USER_AGENT": "Your Name (you@email.com)"
}
}
}
}From the project documentation. Replace placeholders and example paths before connecting.
view_filing: native (non-Docker) server + w3m + ghostty or konsole terminal| Variable | Description | Required |
|---|---|---|
| SEC_EDGAR_USER_AGENT | Declared in the maintainer’s client configuration. | Check documentation |
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