sec-finance-ai MCP server

AI-powered SEC EDGAR integration: 23 tools on the official sec.gov APIs, in one Python file. Thousands of downloads on ClawHub and OpenWebUI.

10-K, 10-Q, 8-K, 20-F and proxy filings, the full text of any filing read in pages or searched, XBRL company facts and cross-company rankings, Form 4 insider trades, 13D/13G ownership, 13F fund portfolios, IPOs, and full-text search of every filing since 2001.

How it fits together

sec_finance_ai.py is the whole toolkit: one file with a Tools class of async methods. Every platform runs that same file.

sec_finance_ai.py
├── OpenWebUI   the file itself, added as a tool
├── ClawHub     skill folder: SKILL.md, scripts/cli.py, scripts/sec_finance_ai.py
└── MCP         PyPI package sec-finance-ai: sec_finance_ai.py and sec_finance_ai_mcp.py

In the skill, cli.py runs one function per command and SKILL.md tells the agent which function fits each question. In the MCP server, sec_finance_ai_mcp.py registers every method as an MCP tool, with its parameters documented.

Install

Needs uv. No API key.

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 other clients, in the client's MCP config file:

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

@latest picks up new releases when the client starts. Without uv: pip install sec-finance-ai, then use "command": "sec-finance-ai" with no args.

SEC_USER_AGENT is the name and e-mail the SEC asks programs to send. If it is not set, a default is sent.

Listed in the MCP Registry as io.github.lkcair/sec-ai. Every tool is read-only.

Example questions

• What does Apple's latest 10-K say about Greater China?
• What are Berkshire Hathaway's top holdings in its latest 13F?
• Find every 8-K this year that mentions 'going concern'.
• Which companies had the highest revenue in 2024?

MCP tools (22)

Filings

Reading inside a filing

Search

Ownership and insiders

Financial data (XBRL)

Utility

License

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