sec-ai MCP server
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 |
Search
| 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.
Source distribution (sdist)
| File | Size | Uploaded | Provenance | |
|---|---|---|---|---|
| sec_finance_ai-2.0.1.tar.gz | 34.9 kB | With provenance | Details |
Built distribution (wheel)
| File | Interpreter | ABI | Platform | Reset |
|---|---|---|---|---|
| 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 |
| Tags | Source |
|
SHA-256 checksum How to use checksums |
764fac8e24b33fff72699dd2fdb0b2c2281d11538e4694cabd40c295462acc44
|
|
BLAKE2b-256 checksum How to use checksums |
80f6cd885e9e8d6ac5b0cedc540bd7edf03e4d8f65d6a434daf892eac2af7de5
|
| Upload date | |
|
Uploaded using Trusted Publishing? What is trusted publishing? |
Yes |
| Uploaded via |
twine/7.0.0 CPython/3.13.16
|
Provenance
Provenance describes where a file came from. On PyPI, provenance is shared via attestations, which provide a verifiable record of the build or publishing details. View details, limitations and caveats.
PyPI Publish Attestation
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.
Transparency logRelease files / sec_finance_ai-2.0.1-py3-none-any.whl
| Download URL | sec_finance_ai-2.0.1-py3-none-any.whl |
|---|---|
| Size | 36.6 kB |
| Tags | Python 3 |
|
SHA-256 checksum How to use checksums |
a9c322a67d2779ff7a3a7365b53e9a56f370453720c3f9e9b57c0968674fbc5e
|
|
BLAKE2b-256 checksum How to use checksums |
0c8d707cb8d4a063bece678877a7f625e00453e6d7c7090d5da7a6add7975a35
|
| Upload date | |
|
Uploaded using Trusted Publishing? What is trusted publishing? |
Yes |
| Uploaded via |
twine/7.0.0 CPython/3.13.16
|
Provenance
Provenance describes where a file came from. On PyPI, provenance is shared via attestations, which provide a verifiable record of the build or publishing details. View details, limitations and caveats.
PyPI Publish Attestation
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.
Transparency logSecurity for sec-finance-ai 2.0.1
Provenance
Provenance describes where a file came from. On PyPI, provenance is shared via attestations, which provide a verifiable record of the build or publishing details. View details, limitations and caveats.
Full provenance
All 2 files in this release have been uploaded with provenance metadata.
Attestation for sec_finance_ai-2.0.1.tar.gz
PyPI Publish Attestation
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.
Transparency logA 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.