edgar-mcp 1.0.0

MCP server for SEC EDGAR financial data with a manifest-backed 29-tool surface

edgar-mcp

SEC EDGAR financial data for AI agents, exposed as an MCP stdio server.

Install

pip install edgar-mcp

Configuration

Variable	Required	Purpose
EDGAR_API_KEY	yes	API key for the hosted EDGAR API.
EDGAR_API_URL	no	Override the API base URL. Defaults to https://www.edgarparser.com.
EDGAR_MCP_OUTPUT_DIR	no	Directory for output="file" tool responses.

Claude Desktop / Claude Code config:

{
  "mcpServers": {
    "edgar-financials": {
      "type": "stdio",
      "command": "edgar-mcp",
      "env": {
        "EDGAR_API_KEY": "YOUR_KEY_HERE"
      }
    }
  }
}

Tool Inventory

This package exposes 29 public MCP tools. The inventory below is generated from the same manifest that drives the hosted API documentation.

Tool	Summary	Tier	Cache Behavior
get_filings	Return filing metadata and SEC accession details for one ticker period.	public	cache_only
get_event_filings	Discover event filings by ticker, CIK, date range, form type, or query.	public	cold_allowed
describe_filing	Show cached availability for financials, sections, tables, markdown, and extractions for one filing.	public	cache_only
get_filing_document	Return a readable markdown filing document with section filtering and pagination.	registered	cold_allowed
get_filing_sections	Extract selected qualitative filing sections and optional embedded tables.	public	cold_allowed
get_filing_cover_facts	Return exact DEI cover-page facts such as shares outstanding with citations.	registered	cold_allowed
get_filing_evidence	Plan and retrieve citation-ready filing evidence for qualitative SEC questions.	paid	llm_call
get_operational_kpi_drivers	Extract non-XBRL operational KPI values and driver growth rates from filing narrative.	paid	llm_call
get_filing_extractions	Return cached langextract spans for one filing or run paid extraction on cache miss.	paid	llm_call
search_extractions	Search cached langextract spans across filings with structured filters.	paid	cache_only
get_extraction_series	Return periodized counts and optional hits for cached langextract spans.	paid	cache_only
extract_filing_file	Ingest a trusted local markdown filing and run a selected extraction schema.	internal	llm_call
list_extraction_schemas	List document extraction schemas available to the internal document API.	internal	cache_only
get_filing_tables	Return filing table metadata or one hydrated structured table.	public	cold_allowed
search_filing_tables	Search cached filing table metadata across a ticker and period range.	public	cache_only
compare_filing_tables	Compare matching filing tables across multiple tickers.	public	cache_only
search_filing_text	Search cached markdown within one filing and return matching spans.	registered	cache_only
get_financials	Return the full structured XBRL financial fact payload for one filing period.	public	cache_only
get_metric	Return one discovered metric or XBRL tag with current, prior, and YoY values.	public	cache_only
get_metric_series	Return one metric across multiple periods with per-period cache and coverage status.	public	cache_only
list_metrics	List exact metric candidates available in one filing period.	public	cache_only
search_metrics	Search filing metrics by natural-language query and return ranked exact candidates.	public	cold_allowed
get_statement	Return a template-backed income statement, balance sheet, or cash flow statement from cached concepts.	public	cache_only
get_concept	Resolve one registry-backed financial concept from cached filing facts.	public	cache_only
compare_concept	Compare one registry-backed concept across a caller-provided ticker set.	public	cache_only
concept_trend	Return a cache-only concept time series across a requested period range.	public	cache_only
cite_concept	Join a registry-backed concept value to filing prose and optional extraction evidence.	paid	cache_only
warm_metric_cache	Queue paid-tier background warming for metric periods before follow-up reads.	paid	cold_allowed
warm_metric_cache_status	Poll a background cache-warming job returned by warm_metric_cache.	paid	cache_only

Tool Families

Filing Metadata and Documents

get_filings, get_event_filings, describe_filing, get_filing_document, get_filing_sections, get_filing_cover_facts, get_filing_evidence

Operational KPIs

get_operational_kpi_drivers

LangExtract

get_filing_extractions, search_extractions, get_extraction_series, extract_filing_file, list_extraction_schemas

Filing Tables

get_filing_tables, search_filing_tables, compare_filing_tables

Filing Text

search_filing_text

XBRL and Concepts

get_financials, get_metric, get_metric_series, list_metrics, search_metrics, get_statement, get_concept, compare_concept, concept_trend, cite_concept, warm_metric_cache, warm_metric_cache_status

Runtime Notes

• This is a thin client for the hosted EDGAR API; it does not parse filings locally.
• Missing or invalid EDGAR_API_KEY lets the server start, but tool calls return authentication errors.
• Large payload tools support output="file" and write to EDGAR_MCP_OUTPUT_DIR or a local fallback directory.
• API rate limits and paid-tool access are enforced by the hosted service.

Links

• Hosted API: https://www.edgarparser.com
• Documentation: https://docs.edgarparser.com
• MCP setup: https://docs.edgarparser.com/mcp
• Tool reference: https://docs.edgarparser.com/tools
• Changelog RSS: https://docs.edgarparser.com/rss.xml
• In-app developer page: https://www.edgarparser.com/developers
• Open parser package: https://github.com/henrysouchien/edgar-parser
• Source package: https://github.com/henrysouchien/edgar-mcp