secedgar-mcp-server

<div align="center"> <h1>@cyanheads/secedgar-mcp-server</h1> <p><b>Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.</b> <div>16 Tools (+1 opt-in) • 2 Resources • 1 Prompt</div> </p> </div> <div align="center">

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Public Hosted Server: https://secedgar.caseyjhand.com/mcp

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Overview

SEC EDGAR filings, XBRL financials, and company ownership data, keyless aside from a required SEC User-Agent header. Resolve companies by ticker, name, or CIK, search filings back to 1993, pull XBRL financials and cross-company comparisons by concept, and trace ownership — insider transactions, 13F institutional holdings, 13D/13G blockholders, and fund holdings — from any MCP client. Runs as a stdio process, a local Streamable HTTP server, or the public hosted endpoint above.

Tools

| Tool | Description | |:---|:---| | secedgar_company_search | Find companies and retrieve entity info with optional recent filings | | secedgar_search_filings | Search EDGAR filings since 1993 — full-text (2001+) plus archive-backed browse for pre-2001 ranges | | secedgar_get_filing | Fetch a specific filing's metadata and document content | | secedgar_get_financials | Get historical XBRL financial data for a company | | secedgar_get_snapshot | One-call financial profile — the latest value of every supported concept, grouped by statement | | secedgar_get_material_events | 8-K filings with item codes decoded and filterable — earnings, officer changes, non-reliance | | secedgar_get_insider_transactions | Form 4 / 4-A insider transactions (buys, sells, grants, exercises) parsed from ownership XML | | secedgar_get_institutional_holdings | 13F-HR quarterly institutional holdings parsed from the information table | | secedgar_find_holders | Reverse 13F lookup — which institutional managers reported holding an issuer | | secedgar_get_beneficial_owners | 5%+ blockholders of an issuer, parsed from structured SCHEDULE 13D / 13G filings | | secedgar_get_fund_holdings | ETF and mutual fund portfolio holdings from the quarterly NPORT-P report | | secedgar_fetch_frames | Fetch SEC XBRL frames for one concept × one period across all reporting companies | | secedgar_compare_companies | Compare named companies across several concepts, aligned on calendar periods | | secedgar_search_concepts | Discover supported XBRL concept names or reverse-lookup a raw tag | | secedgar_dataframe_describe | List canvas dataframes with provenance, TTL, and schema | | secedgar_dataframe_query | Run a single-statement SELECT across dataframes | | secedgar_dataframe_drop | Drop a canvas dataframe by name. Opt-in via EDGAR_DATAFRAME_DROP_ENABLED=true — off by default since TTL already handles cleanup, and uncallable until the flag is set |

Resources

| Resource | Description | |:---|:---| | secedgar://concepts | Common XBRL financial concepts grouped by statement, mapping friendly names to XBRL tags | | secedgar://filing-types | Common SEC filing types with descriptions, cadence, and use cases, plus the full 8-K item-code decode tables for both numbering regimes |

Prompts

| Prompt | Description | |:---|:---| | secedgar_company_analysis | Guides a structured analysis of a public company's SEC filings: identify recent filings, extract financial trends, surface risk factors, and note material events |

Capability reference

secedgar_company_search _tool

• Resolves ticker symbols, company names, or CIK numbers; a multi-class share ticker matches either form (BRK-B or BRK.B), and current/former names both resolve (Facebook → Meta Platforms, Square → Block)
• ETFs and mutual funds resolve by ticker via company_tickers_mf.json; fund results carry series_id and class_id
• Corporate suffix form need not match the registry (Beacon Financial Corporation → Beacon Financial Corp), but Corp/Inc/Co/Ltd stay distinct — separate registrants can differ only by which one they use
• Near-match suggestions on a zero-result name or ticker search (e.g. Microsfot → MICROSOFT CORP / MSFT)
• Optional recent filings inline, filtered by forms (exact form match — list 10-K/A to include amendments); filed_after/filed_before and under-filled form filters page into the older submissions archive, reaching filings past the ~1000-entry recent window — history_scanned_through reports the scan depth, and the full filtered history stages as df_<id> when it exceeds filing_limit
• Returns entity metadata — SIC code, exchanges, fiscal year end, state of incorporation

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secedgar_search_filings _tool

• Full-text search (2001–present, the EFTS index floor) with exact phrases, boolean operators, wildcards, and inline entity targeting (cik:320193 / ticker:AAPL, either share-class form for multi-class tickers) — server-side scoped by CIK, so former-name filings on the same entity are included
• Browse mode (omit query) lists by form type and/or entity, optionally narrowed by date; a bare date range must pair with forms or entity targeting
• Pre-2001 date ranges (back to 1993) route to the archives — entity-scoped reads the filer's full submissions history, unscoped browses the quarterly full-index; pre-2001 free-text search needs ticker:/cik: entity scope, since it works by reading up to 50 candidate documents (scan reports candidates/scanned/matched, costing ~5s for a full scan)
• A range crossing 2001-01-01 is split at the boundary and merged, each row tagged with its source (efts/submissions/full-index); period_ending, ticker, file_description, sic, and location exist only on efts rows
• Filing-date range (filed_after + filed_before, both inclusive, both required together) and form filtering (forms, amendments included), pagination up to 10,000 results; response includes form distribution for narrowing follow-up searches
• The full result set stages as df_<id> when it exceeds the inline limit

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secedgar_get_filing _tool

• Accepts accession numbers in dash or no-dash format; fetches the primary document or a specific exhibit by name
• Converts HTML filings to plain text; pre-2005 filings produce noisier output
• Configurable content_limit (1K–200K characters, default 50K)
• Binary entries (scanned pages, PDF exhibits, packaged archives/spreadsheets) are marked binary in the document catalog and rejected with a binary_document error rather than returned as decoded bytes
• Offset paging for large documents (10-K, S-1/A can exceed 1M chars) — pass a truncated response's next_offset as offset to continue; first-page truncated responses include a detected outline (headings + offsets)
• section jumps directly to a named heading by substring match ignoring case, whitespace style, and quote style ("risk factors", "item 7") — a miss returns the detected outline; extracted text is cached per accession + document (bounded LRU, 8 entries) so paged calls are cheap

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secedgar_get_financials _tool

• Friendly names ("revenue", "net_income", "eps_diluted") auto-resolve to XBRL tags, including historical tag changes (e.g. ASC 606 revenue recognition) — see secedgar://concepts for the full mapping
• Automatic deduplication to one value per standard calendar period; filter by period_type (annual/quarterly/all)
• Optional limit caps the inline series to the most-recent N periods; the full series stays queryable via df_<id>
• caveats names every calendar quarter absent from the frame-tagged series — SEC reports fiscal Q4 as the 10-K residual, so the calendar quarter it spans carries no discrete quarterly value (calendar-year filers included), and a filer whose other fiscal quarters span non-calendar durations can lose a second quarter the same way
• A separate caveats entry appears when the concept resolved to an XBRL tag SEC has retired from the taxonomy — that only happens when no current tag reports for the filer, and the series can then stop years short

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secedgar_get_snapshot _tool

• Reads the filer's complete companyfacts payload once and resolves every supported concept against it — one call instead of a run of secedgar_get_financials calls
• Same frame dedup and tag priority as secedgar_get_financials, so the two agree for any concept they both cover
• Duration concepts (income statement, cash flow, per-share) report their latest full year and latest single quarter; balance-sheet and entity-info concepts report their latest point-in-time value
• Concepts the filer does not report are listed under gaps with the XBRL tags that were tried — never zero-filled or interpolated
• IFRS filers resolve through the mapped IFRS tag variants via taxonomy: "ifrs-full", covering the income statement, balance sheet, cash flow, and per-share concepts; each line reports the taxonomy its value came from
• Compact single-record profile, no dataframe — reach for secedgar_get_financials when a time series is needed

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secedgar_get_material_events _tool

• Filter with items (e.g. ["2.02"] results of operations, ["5.02"] officer departures, ["4.02"] non-reliance) — the only surface that scopes by what the event actually was, since secedgar_search_filings and secedgar_company_search cannot see item codes
• Two numbering regimes are both accepted and decoded: the dotted scheme in force since 2004-08-23, and single integers before it (legacy 12 is the ancestor of 2.02, 9 of 7.01); decoding keys off the code's shape so a filing straddling the changeover is never mis-decoded
• item_distribution counts every code across the scanned window before the filter, so a zero-hit filter still surfaces the items that are present
• A date window pages into the older submissions archive, reaching 8-K filings older than the