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sec-ai MCP server

PyPI Python License: MIT MCP Registry

SEC EDGAR for Claude, Cursor, VS Code and any MCP client, in 22 tools, straight on the official sec.gov APIs. 10-K, 10-Q, 8-K, 20-F and proxy filings; the full text of any filing, read in pages or searched for a phrase; XBRL company facts and cross-company rankings; Form 4 insider trades; 13D/13G ownership; 13F fund portfolios; IPOs; and EDGAR full-text search since 2001.

Powered by sec-finance-ai, the SEC EDGAR toolkit with thousands of downloads on ClawHub and OpenWebUI.

Also available as
🦞 OpenClaw skill, thousands of downloads openclaw skills install @lkcair/sec (ClawHub, skill repo)
🌐 OpenWebUI tool, thousands of downloads openwebui.com (source)
📈 Stocks, crypto and market data, same family yfinance-ai MCP server

Install: one command

Needs uv. No API key, no account, no Docker.

Claude Code

claude mcp add sec-ai -e SEC_USER_AGENT="Your Name you@example.com" -- uvx sec-finance-ai@latest

VS Code

code --add-mcp '{"name":"sec-ai","type":"stdio","command":"uvx","args":["sec-finance-ai@latest"],"env":{"SEC_USER_AGENT":"Your Name you@example.com"}}'

Claude Desktop, Cursor, Windsurf and any other MCP client: add to the client's MCP config (claude_desktop_config.json, .cursor/mcp.json, ...)

{
  "mcpServers": {
    "sec-ai": {
      "command": "uvx",
      "args": [
        "sec-finance-ai@latest"
      ],
      "env": {
        "SEC_USER_AGENT": "Your Name you@example.com"
      }
    }
  }
}

@latest checks PyPI on each start, so you always run the newest release. Without uv: pip install sec-finance-ai and use "command": "sec-finance-ai" with no args.

SEC_USER_AGENT is the name and e-mail the SEC asks every program to send. Leave it out and a built-in default is sent; everything still works.

Ask it anything

  • "What does Apple's latest 10-K say about Greater China?"
  • "Read UnitedHealth's latest 10-Q and find the medical care ratio"
  • "Berkshire Hathaway's top holdings in its latest 13F"
  • "Search all 8-Ks from this year that mention 'going concern'"
  • "Which companies had the highest revenue in 2024?"
  • "Recent insider buying at NVIDIA" / "Activist 13D filings for GameStop"
  • "Recent IPOs" / "Taiwan Semiconductor's latest 20-F"

Why sec-ai

  • Reads whole filings, not just metadata: the exact size is checked first, then text comes in 50,000-character pages, or as snippets around a search phrase, or as a link when a filing is over 25 MB. No context overflow.
  • Full-text search across every EDGAR filing since 2001, by word or exact phrase, filtered by form and date.
  • 13F portfolios with weights, share classes merged; cross-company XBRL rankings (one metric, every company, one period).
  • Official SEC APIs only: no third-party data service, no API key, no Docker. Requests are limited to sec.gov on every redirect.
  • Numbers checked at every release against EDGAR directly (accession numbers, filing sizes, XBRL values).
  • Every tool is read-only (MCP annotations). Foreign issuers covered (20-F, 6-K, 40-F).
  • The same toolkit runs everywhere: MCP, OpenClaw and OpenWebUI, with thousands of downloads on ClawHub and OpenWebUI.

Tools (22)

Filings

Tool Parameters What it does
get_company_filings ticker, form_type=null, limit=10, start_date=null, end_date=null Get SEC filings for a company by ticker symbol
get_latest_10k ticker Latest 10-K: filing link plus a short preview of its text
get_latest_10q ticker Latest 10-Q: filing link plus a short preview of its text
get_recent_8k_filings ticker, limit=5 Recent 8-K filings with a short preview of each
analyze_8k_filing ticker Get and summarize the latest 8-K filing for a company
get_proxy_statements ticker, limit=3 Get proxy statements (DEF 14A) for a company
get_recent_ipos limit=20, days=30 Get recent IPO activity from EDGAR

Reading inside a filing

Tool Parameters What it does
get_filing_size filing_url Exact size of a filing document before downloading it
download_filing_text filing_url, max_length=50000, offset=0, search=null Read a filing in 50,000-character pages, search inside it, or get the link when it is over 25 MB
get_filing_documents filing_url List every document in a filing (main document, exhibits, XBRL, XML) with sizes and links
get_filing_content ticker, filing_type=null, get_full_content=false, specific_metrics=null Key financial figures from XBRL: a compact summary, or the full filing text in pages
Tool Parameters What it does
full_text_search query, form_type=null, start_date=null, end_date=null, limit=20 Search the full text of every EDGAR filing since 2001 (words or "exact phrase")
search_filings query, form_type=null, start_date=null, end_date=null, limit=20 Search SEC filings by company name or other criteria

Ownership and insiders

Tool Parameters What it does
get_insider_transactions ticker, limit=20 Get insider trading transactions (Forms 3, 4, 5) for a company
get_beneficial_ownership ticker, limit=10, schedule="all" Get beneficial ownership reports (13D, 13G) for a company
get_13f_holdings ticker_or_cik, limit=25 Get the latest 13F portfolio of an institutional investment manager

Financial data (XBRL)

Tool Parameters What it does
get_company_facts ticker Get company facts from SEC XBRL data
get_company_concept ticker, concept Get specific financial concept data for a company
get_available_metrics ticker, search_term=null Discover available financial metrics for a company from SEC XBRL data
get_xbrl_frames concept, period, unit="USD", taxonomy="us-gaap", limit=20 One financial concept across all reporting companies for one period, ranked

Utility

Tool Parameters What it does
get_sec_api_status Check SEC API status and connectivity
run_self_test Run comprehensive self-test of all SEC-AI tools

License

MIT. All data comes from public SEC EDGAR databases. Not affiliated with the U.S. Securities and Exchange Commission.

Metadata

Release files for sec-finance-ai 2.0.1

For a detailed explanation of source distributions (sdists) and built distributions (wheels), please see the package formats documentation.

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Source distribution for sec-finance-ai 2.0.1
File Size Uploaded Provenance
sec_finance_ai-2.0.1.tar.gz 34.9 kB With provenance Details

Built distribution (wheel)

Table of built distributions (wheels) for sec-finance-ai 2.0.1
File Interpreter ABI Platform
sec_finance_ai-2.0.1-py3-none-any.whl Python 3 none any Details

Total release size: 71.5 kB

Release files / sec_finance_ai-2.0.1.tar.gz

Download URL sec_finance_ai-2.0.1.tar.gz
Size 34.9 kB
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Download URL sec_finance_ai-2.0.1-py3-none-any.whl
Size 36.6 kB
Tags Python 3
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a9c322a67d2779ff7a3a7365b53e9a56f370453720c3f9e9b57c0968674fbc5e
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Uploaded via twine/7.0.0 CPython/3.13.16

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Signed by GitHub Actions, verified by PyPI on Oct 21, 2026.

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Security for sec-finance-ai 2.0.1

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PyPI verified that this artifact, at this checksum, originated from the publisher listed below.

Signed by GitHub Actions, verified by PyPI on Oct 21, 2026.

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A note on package security

PyPI is a repository for distributing packages, not a service for auditing them. While third-party security researchers and our staff do their best to detect and remove malicious packages, PyPI cannot guarantee the quality, security or suitability of any given package.

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