EdgarTools
About
Open-source SEC EDGAR toolkit. 11 tools and 7 research prompts covering every major filing type — 10-K, 10-Q, 8-K, Form 4 insider trades, 13F institutional holdings, Form D private placements, Form ADV investment advisers, DEF 14A proxy statements, SC 13D/G ownership, and NPORT f
Explore
- XBRL-native financial statements with standardized labels
- 20+ parsed filing types (10-K, 8-K, 13F, Form 4, etc.)
- Insider transaction tracking (Form 3/4/5)
- Institutional holdings and fund portfolio data
- Smart caching and configurable rate limiting
- Built-in MCP server for AI agent integration
Setting up with Highlight
This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:
- Download and install Highlight from highlightai.com/download
- Navigate to the plugins tab and select "Add Custom Plugin"
-
Configure the plugin with the settings below
Plugin Name
EdgarToolsCommand (node, npx, python, etc.)Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
- Enable "Start Automatically" if you want the plugin to start when Highlight launches
From the repository
Install with pip install edgartools, set your identity with set_identity("[email protected]"), then use the Company and get_filings objects to retrieve and parse filings as typed Python objects, DataFrames, or LLM-optimized text.
EdgarTools turns SEC filings into Python objects. Every supported form type gives you structured data — not raw HTML, not XML, not JSON dumps. Actual Python objects with properties, methods, and DataFrames.
<table align="center">
<tr>
<td align="center" width="33%">
<br>
<b>Fast</b><br>
Optimized with lxml & PyArrow<br>
Smart caching, rate-limit aware
</td>
<td align="center" width="33%">
<br>
<b>AI Ready</b><br>
Built-in MCP server for Claude<br>
LLM-optimized text extraction
</td>
<td align="center" width="33%">
<br>
<b>Well Tested</b><br>
1000+ verification tests<br>
Type hints throughout
</td>
</tr>
<tr>
<td align="center" width="33%">
<br>
<b>XBRL Native</b><br>
Full XBRL standardization<br>
Cross-company comparisons
</td>
<td align="center" width="33%">
<br>
<b>20+ Filing Types</b><br>
Typed objects for every form<br>
Pandas-ready DataFrames
</td>
<td align="center" width="33%">
<br>
<b>Open Source</b><br>
MIT license, free forever<br>
No API keys, no rate limits
</td>
</tr>
</table>
<p align="center">
</p>
EdgarTools includes an MCP server and AI skills for Claude Desktop and Claude Code. Ask questions in natural language and get answers backed by real SEC data.
- "Compare Apple and Microsoft's revenue growth rates over the past 3 years"
- "Which Tesla executives sold more than $1 million in stock in the past 6 months?"
<details>
<summary><b>Setup Instructions</b></summary>
EdgarTools replaces hundreds of hours of SEC parsing work — and it costs nothing to use. No API keys, no subscriptions, no rate limits. Free infrastructure for anyone working with SEC data.
But it doesn't maintain itself. The SEC updates filing formats every year. XBRL taxonomies change. New form types appear. One maintainer keeps all of it working, and your support makes that sustainable.
Sponsors aren't just giving back — you're investing in a shared resource and helping shape what gets built next.
<p align="center">
<a href="https://github.com/sponsors/dgunning" target="_blank">
</a>
<a href="https://www.buymeacoffee.com/edgartools" target="_blank">
</a>
</p>
What your support enables:
- Continued maintenance as SEC formats evolve
- New filing types and data objects
- Fast bug fixes and community support
- Free access for everyone, forever
Corporate sponsors: If your team depends on EdgarTools for compliance, financial analysis, or data pipelines, GitHub Sponsors offers tiers designed for organizations with mission-critical dependencies.
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</p>
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Claude Desktop / Cursor
Paste into your MCP client config file to install this server.
{
"mcpServers": {
"edgartools": {
"edgartools": {
"command": "uvx",
"args": [
"edgartools",
"--mcp"
],
"env": {
"EDGAR_IDENTITY": "Your Name [email protected]"
}
}
}
}
}McpServers
{
"edgartools": {
"command": "uvx",
"args": [
"edgartools",
"--mcp"
],
"env": {
"EDGAR_IDENTITY": "Your Name [email protected]"
}
}
}Why EdgarTools?
EdgarTools turns SEC filings into Python objects. Every supported form type gives you structured data — not raw HTML, not XML, not JSON dumps. Actual Python objects with properties, methods, and DataFrames.
<table align="center">
<tr>
<td align="center" width="33%">
<br>
<b>Fast</b><br>
Optimized with lxml & PyArrow<br>
Smart caching, rate-limit aware
</td>
<td align="center" width="33%">
<br>
<b>AI Ready</b><br>
Built-in MCP server for Claude<br>
LLM-optimized text extraction
</td>
<td align="center" width="33%">
<br>
<b>Well Tested</b><br>
1000+ verification tests<br>
Type hints throughout
</td>
</tr>
<tr>
<td align="center" width="33%">
<br>
<b>XBRL Native</b><br>
Full XBRL standardization<br>
Cross-company comparisons
</td>
<td align="center" width="33%">
<br>
<b>20+ Filing Types</b><br>
Typed objects for every form<br>
Pandas-ready DataFrames
</td>
<td align="center" width="33%">
<br>
<b>Open Source</b><br>
MIT license, free forever<br>
No API keys, no rate limits
</td>
</tr>
</table>
<p align="center">
</p>
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