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sec-edgar-mcp

A SEC EDGAR MCP (Model Context Protocol) Server

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Description

A SEC EDGAR MCP (Model Context Protocol) Server

README

SEC EDGAR MCP

PyPI Conda Version Python: 3.11+ License: AGPL-3.0 Verified on MseeP DOI Evals

MCP server for accessing SEC EDGAR filings. Connects AI assistants to company filings, financial statements, and insider trading data with exact numeric precision.

Built on edgartools.

SEC-Edgar-MCP-Demo.mp4
See demo video

Note

This project is not affiliated with or endorsed by the U.S. Securities and Exchange Commission. EDGAR and SEC are trademarks of the SEC.

Quick Start

{
  "mcpServers": {
    "sec-edgar-mcp": {
      "command": "docker",
      "args": [
        "run", "-i", "--rm",
        "-e", "SEC_EDGAR_USER_AGENT=Your Name (your@email.com)",
        "stefanoamorelli/sec-edgar-mcp:latest"
      ]
    }
  }
}

The -i flag is required for MCP's JSON-RPC communication.

For other installation methods (pip, conda, uv), see the documentation.

Tools

Category Tools
Company CIK lookup, company info, company facts
Filings 10-K, 10-Q, 8-K retrieval, section extraction
Financials Balance sheet, income statement, cash flow (XBRL-parsed)
Insider Trading Form 3/4/5 transactions

All responses include SEC filing URLs for verification.

HTTP Transport

For platforms like Dify, use streamable HTTP instead of stdio:

python -m sec_edgar_mcp.server --transport streamable-http --port 9870

No authentication is included. Use only on private networks.

Evaluations

Promptfoo-based test suite. See evals/ for details.

cd evals && npm install && npm run eval

Documentation

Full docs: sec-edgar-mcp.amorelli.tech

Contributors

Citation

If you use this software in research, please cite it:

DOI

@software{amorelli_sec_edgar_mcp_2025,
  title = {{SEC EDGAR MCP (Model Context Protocol) Server}},
  author = {Amorelli, Stefano},
  version = {1.0.6},
  year = {2025},
  month = {9},
  url = {https://doi.org/10.5281/zenodo.17123166},
  doi = {10.5281/zenodo.17123166}
}

See CITATION.cff for additional formats.

License

AGPL-3.0. For commercial licensing: stefano@amorelli.tech

Release History

VersionChangesUrgencyDate
v1.0.8## Bug Fixes - **Fixed `get_segment_data` returning empty segments** (#47, fixes #39) - Rewrote function to extract segment data from XBRL statements - Now properly categorizes revenue, cost of revenue, operating income, ... - Supports both "business" and "geographic" segment types ## Security - Upgraded all dependencies to resolve 20 Dependabot security alerts - Key updates: urllib3 2.4.0โ†’2.6.3, mcp 1.7.1โ†’1.26.0, starlette 0.46.2โ†’0.52.1, ... ## Installation ```bash pip install sec-edLow1/25/2026
v1.0.7## Bug Fixes - **Fixed \`get_recent_filings\` failing when no company identifier provided** (#46, fixes #45) - Updated to use \`get_current_filings()\` from edgartools instead of deprecated \`get_filings()\` - Changed parameter from \`count\` to \`page_size\` to match upstream API - Adjusted default limit to 40 to align with edgartools defaults Thanks to @seanq101 for the contribution!Low1/25/2026
v1.0.6## What's Changed ### Documentation - Enhanced documentation structure with comprehensive guides and examples - Added detailed installation instructions including uvx method - Improved MCP clients documentation with setup guides for multiple platforms - Simplified license page for better readability - Added local documentation serving instructions to README - Updated contributors section with GitHub profile links ### Changes in this Release - Added remaining documentation structure for API rLow9/15/2025
v1.0.5## What's Changed Patch release v1.0.5 ### Features & Improvements - Enhanced SEC EDGAR data retrieval capabilities - Improved error handling and stability - Updated dependencies **Full Changelog**: https://github.com/stefanoamorelli/sec-edgar-mcp/compare/v1.0.4...v1.0.5Low9/9/2025
v1.0.4## What's Changed ### ๐Ÿ› Bug Fixes - Fixed 8-K filing analysis date_of_report parsing error by @harinlee83 in #28 - Fixed press_releases iteration issue in 8-K analysis by @harinlee83 in #28 - Applied ruff formatting improvements ### ๐Ÿ“š Documentation - Added Contributors section with automatic contributor badges - Shows profile pictures of all contributors via contrib.rocks ### Contributors Thanks to @harinlee83 for the bug fixes in this release! **Full Changelog**: https://github.com/stefanLow8/17/2025
v1.0.3## ๐Ÿ”ง Conda Fix Release ### Fixed - **Conda build**: Implemented post-link scripts solution - Added post-link.sh (Unix/Linux/Mac) and post-link.bat (Windows) - Scripts install mcp and edgartools via pip after conda installation - Build now uses --no-deps to avoid dependency resolution issues ### How it works Since mcp and edgartools aren't available on conda-forge, the conda package now: 1. Installs the base package with conda 2. Automatically runs pip to install missing dependencies pLow8/17/2025
v1.0.2## ๐Ÿ› Hotfix Release ### Fixed - **Conda build**: Fixed dependency resolution issues - Removed mcp-cli and edgartools from conda dependencies (not available on conda-forge) - Dependencies now installed via pip during build - Simplified runtime requirements for conda compatibility ### Note This is a hotfix release to address the Conda build failure from v1.0.1. PyPI package remains fully functional with all dependencies. **Full Changelog**: https://github.com/stefanoamorelli/sec-edgar-mcLow8/17/2025
v1.0.1## What's Changed ### โœจ New Features - ๐Ÿš€ Added PyPI publishing workflow for automated package distribution - ๐Ÿ“ฆ Added Conda package build fixes with dynamic versioning from Git tags - ๐Ÿงช Comprehensive CI/CD workflow with multi-platform testing (Ubuntu, Windows, macOS) ### ๐Ÿ› Bug Fixes - Fixed Conda build Python version requirements (3.11+ instead of 3.13) - Fixed Windows CI compatibility (removed Unicode characters) - Fixed package discovery in setuptools configuration ### ๐Ÿ“š Documentation -Low8/17/2025
v1.0.0-alpha## What's Changed * [Feat] Release `1.0.0-alpha` by @stefanoamorelli in https://github.com/stefanoamorelli/sec-edgar-mcp/pull/18 * [Chore] Fix typing and linting issues by @stefanoamorelli in https://github.com/stefanoamorelli/sec-edgar-mcp/pull/19 **Full Changelog**: https://github.com/stefanoamorelli/sec-edgar-mcp/compare/v0.2.0...v1.0.0-alphaLow7/20/2025
v0.2.0## What's Changed * [Chore] Update protocol and Dockerfile by @stefanoamorelli in https://github.com/stefanoamorelli/sec-edgar-mcp/pull/12 * [Feat] Support custom protocol by @stefanoamorelli in https://github.com/stefanoamorelli/sec-edgar-mcp/pull/15 * [Chore] Add logo by @stefanoamorelli in https://github.com/stefanoamorelli/sec-edgar-mcp/pull/16 * [Feat] Introduce new tools (chunking, rss feeds, concepts extraction) by @stefanoamorelli in https://github.com/stefanoamorelli/sec-edgar-mcp/pLow7/14/2025
v0.1.2## What's Changed * Add basic Dockerfile by @stefanoamorelli in https://github.com/stefanoamorelli/sec-edgar-mcp/pull/4 * Fix typos by @stefanoamorelli in https://github.com/stefanoamorelli/sec-edgar-mcp/pull/5 * Add Docker usage instructions by @stefanoamorelli in https://github.com/stefanoamorelli/sec-edgar-mcp/pull/6 * Add MseeP verification badge by @stefanoamorelli in https://github.com/stefanoamorelli/sec-edgar-mcp/pull/8 * Introduce Cline installation by @stefanoamorelli in https://gLow6/15/2025
v0.1.1## What's Changed * build: fixes to run using uv by @dijonkitchen in https://github.com/stefanoamorelli/sec-edgar-mcp/pull/1 ## New Contributors * @dijonkitchen made their first contribution in https://github.com/stefanoamorelli/sec-edgar-mcp/pull/1 **Full Changelog**: https://github.com/stefanoamorelli/sec-edgar-mcp/compare/v0.1.0...v0.1.1Low5/15/2025
v0.1.0## Features - `MCP` server for accessing SEC EDGAR data - Company submissions tools - Financial concepts and facts retrieval - `XBRL` frame querying - Standardized `JSON`-`RPC` interface via `MCP` Low4/6/2025

Dependencies & License Audit

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