thesma-mcp 0.2.0

MCP server for SEC EDGAR financial data — give your AI assistant access to company financials, ratios, insider trades, and more

Thesma MCP Server

Give your AI assistant access to SEC EDGAR financial data.

What it does

An MCP server that wraps the Thesma API, giving AI assistants (Claude, Cursor, ChatGPT) native access to SEC EDGAR data — financials, ratios, insider trades, institutional holdings, executive compensation, and more.

Ask questions in plain English. Get structured financial data back.

Quick example

"What was Apple's revenue last year?"

The AI calls get_financials and returns Apple's income statement with formatted line items.

"Find high-margin S&P 500 companies where insiders are buying"

The AI calls screen_companies with margin filters and insider buying signals.

"Which funds increased their position in NVDA last quarter?"

The AI calls get_holding_changes and shows quarter-over-quarter position changes.

Installation

pip install thesma-mcp

Claude Desktop

Add to your config file (~/Library/Application Support/Claude/claude_desktop_config.json on macOS, %APPDATA%\Claude\claude_desktop_config.json on Windows):

{
  "mcpServers": {
    "thesma": {
      "command": "uvx",
      "args": ["thesma-mcp"],
      "env": {
        "THESMA_API_KEY": "your-api-key"
      }
    }
  }
}

Cursor

Add to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "thesma": {
      "command": "uvx",
      "args": ["thesma-mcp"],
      "env": {
        "THESMA_API_KEY": "your-api-key"
      }
    }
  }
}

Using pip install instead of uvx? If you've already installed thesma-mcp with pip, you can use "command": "thesma-mcp" directly (no args needed) instead of uvx.

Get your API key at portal.thesma.dev (free tier: 1,000 requests/day).

Available tools

Company Discovery

Tool	Description
search_companies	Find US public companies by name or ticker symbol
get_company	Get company details — CIK, SIC code, fiscal year end, index membership

Financial Statements

Tool	Description
get_financials	Get income statement, balance sheet, or cash flow from SEC filings
get_financial_metric	Get a single financial metric over time for trend analysis

Financial Ratios

Tool	Description
get_ratios	Get computed financial ratios — margins, returns, leverage, growth
get_ratio_history	Get a single ratio over time for trend analysis

Screening

Tool	Description
screen_companies	Find companies matching financial criteria — profitability, growth, leverage, insider/institutional signals

Corporate Events

Tool	Description
get_events	Get 8-K corporate events — earnings, M&A, leadership changes, material agreements

Insider Trading

Tool	Description
get_insider_trades	Get Form 4 insider transactions — purchases, sales, grants, option exercises

Institutional Holdings

Tool	Description
search_funds	Find institutional investment managers (hedge funds, mutual funds) by name
get_institutional_holders	Get which funds hold a company's stock with shares and market values
get_fund_holdings	Get a fund's portfolio — what stocks it owns
get_holding_changes	Get quarter-over-quarter changes in institutional positions

Compensation & Governance

Tool	Description
get_executive_compensation	Get executive pay — salary, bonus, stock awards, total, CEO pay ratio
get_board_members	Get board of directors — age, tenure, independence, committee memberships

Filings

Tool	Description
search_filings	Search SEC filings by company, type (10-K, 10-Q, 8-K, etc.), and date range

Configuration

Variable	Required	Description
THESMA_API_KEY	Yes	API key from portal.thesma.dev
THESMA_API_URL	No	Override API base URL (default: https://api.thesma.dev)

Data coverage

• ~1,000 US public companies (Russell 1000 + S&P 500)
• Financial statements from 2009-present (iXBRL and companyfacts sources)
• Insider trades, institutional holdings, executive compensation, board data
• Data sourced from SEC EDGAR (public domain)

Links

• Thesma API docs
• Developer portal
• Website

License

MIT