ai.smithery/plainyogurt21-sec-edgar-mcp

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# SEC EDGAR MCP

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  <img alt="License: MIT" src="https://img.shields.io/badge/license-MIT-blue.svg" />
  <img alt="Python: 3.9+" src="https://img.shields.io/badge/python-3.9+-brightgreen.svg" />
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https://github.com/user-attachments/assets/d310eb42-b3ca-467d-92f7-7d132e6274fe

> [!IMPORTANT]
> EDGAR® and SEC® are trademarks of the U.S. Securities and Exchange Commission. This open-source project is not affiliated with or approved by the U.S. Securities and Exchange Commission.

## Introduction 📣

SEC EDGAR MCP is an open-source MCP server that connects AI models to the rich dataset of [SEC EDGAR filings](https://www.sec.gov/edgar). EDGAR (Electronic Data Gathering, Analysis, and Retrieval) is the U.S. SEC's primary system for companies to submit official filings. It contains millions of filings and "increases the efficiency, transparency, and fairness of the securities markets" by providing free public access to corporate financial information. This project makes that trove of public company data accessible to AI assistants (LLMs) for financial research, investment insights, and corporate transparency use cases.

Using the [Model Context Protocol (MCP)](https://modelcontextprotocol.io/) – an open standard that "enables seamless integration between LLM applications and external data sources and tools" – the SEC EDGAR MCP server exposes a comprehensive set of tools for accessing SEC filing data. Under the hood, it leverages the [EdgarTools Python library](https://github.com/dgunning/edgartools) to fetch data from official SEC sources and performs direct XBRL parsing for exact financial precision. This means an AI agent can ask questions like "What's the latest 10-K filing for Apple?" or "Show me Tesla's exact revenue from their latest 10-K" and the MCP server will retrieve the answer directly from EDGAR's official data with complete accuracy and filing references.

> [!TIP]
> If you use this software, please cite it following [CITATION.cff](CITATION.cff), or the following APA entry:

`Amorelli, Stefano (2025). SEC EDGAR MCP (Model Context Protocol) Server [Computer software]. GitHub. https://github.com/stefanoamorelli/sec-edgar-mcp`

## Usage 🚀

Once the SEC EDGAR MCP server is running, you can connect to it with any MCP-compatible client (such as an AI assistant or the MCP CLI tool). The client will discover the available EDGAR tools and can invoke them to get real-time data from SEC filings. For example, an AI assistant could use this server to fetch a company's recent filings or query specific financial metrics without manual web searching.

For comprehensive guides, examples, and tool documentation, visit the [SEC EDGAR MCP Documentation](https://sec-edgar-mcp.amorelli.tech/).

**Demo**: Here's a demonstration of an AI assistant using SEC EDGAR MCP to retrieve Apple's latest filings and financial facts (click to view the video):

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    <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>
    <a href="https://www.loom.com/share/17fcd7d891fe496f9a6b8fb85ede66bb">
      <p>SEC EDGAR MCP - Demo - Watch Video</p>
    </a>
</div>

In the demo above, the assistant uses SEC EDGAR MCP tools to retrieve Apple's filings and financial data, showcasing how EDGAR information is fetched and presented in real-time with exact precision and filing references. 📊

## Documentation 📚

For installation and setup instructions, visit the [SEC EDGAR MCP Quickstart Guide](https://sec-edgar-mcp.amorelli.tech/setup/quickstart). For complete tool documentation, usage examples, and configuration guides, visit the [SEC EDGAR MCP Documentation](https://sec-edgar-mcp.amorelli.tech/).

## Architecture 🏗️

The SEC EDGAR MCP server acts as a middleman between an AI (MCP client) and the SEC's EDGAR backend:

- 🔸 **MCP Client**: Could be an AI assistant (like [Claude](https://claude.ai/) or other MCP-compatible tools) or any app that speaks the MCP protocol. The client sends JSON-RPC requests to invoke tools and receives JSON results.

- 🔸 **MCP Server (SEC EDGAR MCP)**: This server defines comprehensive EDGAR tools and handles incoming requests. It features:
  - **Company Tools**: CIK lookup, company information, and company facts
  - **Filing Tools**: Recent filings, filing content, 8-K analysis, and