SEC EDGAR MCP

by stefanoamorelli

331 stars
709 downloads
Not rated
GitHub Website

About

A SEC EDGAR MCP (Model Context Protocol) Server

Details

Author
stefanoamorelli
GitHub stars
331
Downloads
709
Categories
Other, Finance, AI

- CIK lookup, company info, and company facts retrieval.
- Filings retrieval: 10-K, 10-Q, 8-K with section extraction.
- XBRL‑parsed financial statements: balance sheet, income, cash flow.
- Insider trading data from Forms 3/4/5.
- All responses include SEC filing URLs for verification.
- HTTP transport mode for non‑stdio platforms like Dify.

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:

  1. Download and install Highlight from highlightai.com/download
  2. Navigate to the plugins tab and select "Add Custom Plugin"
  3. Configure the plugin with the settings below
    Plugin Name SEC EDGAR MCP
    Command (node, npx, python, etc.)

    Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.

  4. Enable "Start Automatically" if you want the plugin to start when Highlight launches

From the repository

Run via Docker with the required SEC_EDGAR_USER_AGENT environment variable. Alternatively, install via pip, conda, or uv. For HTTP transport on platforms like Dify, start with python -m sec_edgar_mcp.server --transport streamable-http --port 9870.

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

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

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"
        ]
    }
}
# SEC EDGAR MCP <p align="center"> <a href="https://pypi.org/project/sec-edgar-mcp/"><img alt="PyPI" src="https://img.shields.io/pypi/v/sec-edgar-mcp.svg" /></a> <a href="https://anaconda.org/stefanoamorelli/sec-edgar-mcp"><img alt="Conda Version" src="https://img.shields.io/conda/vn/stefanoamorelli/sec-edgar-mcp.svg" /></a> <img alt="Python: 3.11+" src="https://img.shields.io/badge/python-3.11+-brightgreen.svg" /> <img alt="License: AGPL-3.0" src="https://img.shields.io/badge/license-AGPL--3.0-blue.svg" /> <a href="https://mseep.ai/app/0132880c-5e83-410b-a1d5-d3df08ed7b5c"><img alt="Verified on MseeP" src="https://mseep.ai/badge.svg" /></a> <a href="https://doi.org/10.5281/zenodo.17123166"><img alt="DOI" src="https://zenodo.org/badge/DOI/10.5281/zenodo.17123166.svg" /></a> <a href="https://github.com/stefanoamorelli/sec-edgar-mcp/actions/workflows/evals.yml"><img alt="Evals" src="https://github.com/stefanoamorelli/sec-edgar-mcp/actions/workflows/evals.yml/badge.svg" /></a> </p> 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](https://github.com/dgunning/edgartools). https://github.com/user-attachments/assets/d310eb42-b3ca-467d-92f7-7d132e6274fe <details> <summary>See demo video</summary> <a href="https://www.loom.com/share/17fcd7d891fe496f9a6b8fb85ede66bb"> <img style="max-width:300px;" src="https://cdn.loom.com/sessions/thumbnails/17fcd7d891fe496f9a6b8fb85ede66bb-7f8590d1d4bcc2fb-full-play.gif"> </a> </details> > [!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 ```json { "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](https://sec-edgar-mcp.amorelli.tech/setup/quickstart). ## 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](https://dify.ai), use streamable HTTP instead of stdio: ```bash python -m sec_edgar_mcp.server --transport streamable-http --port 9870 ``` No authentication is included. Use only on private networks. ## Evaluations [Promptfoo](https://github.com/promptfoo/promptfoo)-based test suite. See [`evals/`](evals/) for details. ```bash cd evals && npm install && npm run eval ``` ## Documentation Full docs: [sec-edgar-mcp.amorelli.tech](https://sec-edgar-mcp.amorelli.tech/) ## Contributors <a href="https://github.com/stefanoamorelli/sec-edgar-mcp/graphs/contributors"> <img src="https://contrib.rocks/image?repo=stefanoamorelli/sec-edgar-mcp" /> </a> ## Citation If you use this software in research, please cite it: [![DOI](https://zenodo.org/badge/DOI/10.5281/zenodo.17123166.svg)](https://doi.org/10.5281/zenodo.17123166) ```bibtex @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](CITATION.cff) for additional formats. ## License [AGPL-3.0](LICENSE). For commercial licensing: stefano@amorelli.tech
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