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 hosted tools API key for the hosted EDGAR API; not used by get_issuer_submissions_meta.
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 31 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_issuer_submissions_meta Return an issuer's SEC submissions header metadata directly from the public SEC JSON endpoint. public cold_allowed
get_operational_kpi_drivers Research filing narrative and markdown tables for operational KPI values and driver context. paid llm_call
get_operational_kpi_driver_rows Return the strict producer-owned operational KPI driver row DTO without transport reinterpretation. paid cold_allowed
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 Run a selected extraction schema against a short-lived filing artifact issued by get_filing_sections. 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, get_issuer_submissions_meta

Operational KPIs

get_operational_kpi_drivers, get_operational_kpi_driver_rows

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 and the public SEC submissions endpoint; it does not parse filings locally.
  • Missing or invalid EDGAR_API_KEY lets the server start, but hosted API tool calls return authentication errors; get_issuer_submissions_meta does not require the key.
  • 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

Project links

Key dates

PyPI data
Data sourced directly from PyPI's database.
  • Released:
Newer release available (1.0.3)

1 maintainer

PyPI data
Data sourced directly from PyPI's database.
Avatar for henrychien from gravatar.com henrychien

License expression

MIT
View SPDX License List

Requires

Python >=3.11

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