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 32 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 matcher-produced numeric financial rows for one fiscal filing period.	`public`	`cache_only`
`get_filing_facts`	Retrieve exact-QName facts or whole statement and disclosure presentation occurrences from one exact SEC filing accession.	`registered`	`cold_allowed`
`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_filing_facts, 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.

Metadata

Release files for edgar-mcp 1.0.8

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Source distribution for edgar-mcp 1.0.8
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