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SEC EDGAR MCP Server — Insider Signals, 13D Activist Risk & Filing Intelligence

SEC EDGAR intelligence for AI agents. Five composite tools that pre-compute high-value signals directly from SEC EDGAR's public submissions API, returned as structured JSON.

No SEC API key required. Data is sourced directly from SEC EDGAR's public submissions API. A built-in sliding-window rate limiter keeps traffic under SEC's 10 rps fair-access ceiling automatically.

Quickstart — hosted endpoint (recommended)

Point your MCP client or agent at the hosted endpoint. No API key, no infra, no setup. Billing is per-call via x402 — the agent's wallet pays directly in USDC on Base mainnet.

https://mcp.toolstem.com/mcp/sec

• No SEC API key, no signup, no marketplace account — the agent's wallet pays directly.
• No infrastructure — nothing to install, host, or keep running.
• No setup — connect an MCP client and call a tool.
• initialize and tools/list are free (discovery and schema introspection).
• tools/call is tiered per tool (see Pricing below).

Claude Desktop

Drop this into your claude_desktop_config.json:

{
"mcpServers":{
"toolstem-sec":{
"command":"npx",
"args":[
"-y",
"mcp-remote",
"https://mcp.toolstem.com/mcp/sec"
]
}
}
}

Restart Claude Desktop, then ask: "Has TSLA disclosed any material 8-K events in the last 90 days?"

Any MCP client (LangChain.js)

The official @langchain/mcp-adapters library connects directly to the hosted URL:

import{ MultiServerMCPClient }from"@langchain/mcp-adapters";
import{ ChatOpenAI }from"@langchain/openai";
import{ createReactAgent }from"@langchain/langgraph/prebuilt";
const client =newMultiServerMCPClient({
 toolstem_sec:{
 transport:"http",
 url:"https://mcp.toolstem.com/mcp/sec",
// Add your x402-signing middleware via headers, OR run an x402
// proxy locally and point url at it. See https://www.x402.org/clients.
},
});
const tools =await client.getTools();
const agent =createReactAgent({ llm:newChatOpenAI({ model:"gpt-4o-mini"}), tools });
await agent.invoke({ messages:"Has TSLA disclosed any material 8-K events in the last 90 days?"});

Prefer to run the server yourself over stdio/HTTP? See Advanced: self-host at the bottom.

Pricing

• MCP initialize and tools/list are free — discover the server and its tool surface without paying anything.
• tools/call is tiered per tool, paid in USDC on Base mainnet via x402. No API key, no signup, no marketplace account — agents pay directly from their own wallet.

See the live pricing page on toolstem.com/sec/ for current rates.

The five tools

All five tools are composite/curated (they compute derived signals or aggregate across multiple EDGAR endpoints — no raw passthroughs). Annotations: readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true.

1. get_company_filings_summary

Overview of a company's filing activity: last 20 filings + computed signals.

Example output (abbreviated):

{
"ticker":"AAPL",
"cik":"0000320193",
"company_name":"Apple Inc.",
"signals":{
"filing_velocity":"NORMAL",
"material_event_count_90d":4,
"disclosure_volume_trend":"RISING",
"latest_form_types":["8-K","4","DEF 14A"]
},
"meta":{"source":"sec_edgar_direct","data_delay":"live"}
}

2. get_insider_signal

Probes Form 3 / 4 / 4/A insider filing activity within a configurable lookback window. Required: ticker_or_cik. Optional: lookback_days (1–730, default 90).

Returns: recent_insider_filings[] (accession numbers + SEC URLs), net_transaction_count, buy_count, sell_count, and insider_signal.

v0.1 limitation — counts only. v0.1 returns counts and Form 4 references only; direction-aware buy/sell signals ship in v0.2 (Form 4 XML parsing). Today, insider_signal is null when filings exist in the window (direction unknown) and "NEUTRAL" when no insider filings exist (verified absence). buy_count / sell_count are 0 in v0.1.

Example output (abbreviated):

{
"ticker":"MSFT",
"cik":"0000789019",
"company_name":"MICROSOFT CORP",
"lookback_days":90,
"insider_signal":null,
"net_transaction_count":0,
"buy_count":0,
"sell_count":0,
"recent_insider_filings":[
{
"accession_number":"0001127602-26-001234",
"filing_date":"2026-04-15",
"sec_url":"https://www.sec.gov/Archives/edgar/data/789019/000112760226001234/0001127602-26-001234-index.htm"
}
],
"meta":{"source":"sec_edgar_direct","data_delay":"live"}
}

3. get_institutional_signal

Probes for activist investor activity via SC 13D / 13D/A filings. Required: ticker_or_cik. Optional: quarters_back (1–20, default 4 ≈ 1 year).

v0.1 limitation — activist flag only. v0.1 ships the live activist_risk_flag (from 13D/13D-A) and a list of 13D filings. Quarterly 13F XBRL parsing — which produces institutional_signal (ACCUMULATING / HOLDING / DISTRIBUTING) and recent_13f_count — ships in v0.2. Today those two fields are null / 0.

Example output (abbreviated):

{
"ticker":"NVDA",
"cik":"0001045810",
"company_name":"NVIDIA CORP",
"quarters_back":4,
"institutional_signal":null,
"recent_13f_count":0,
"activist_risk_flag":false,
"recent_13d_filings":[],
"meta":{"source":"sec_edgar_direct","data_delay":"live"}
}

4. get_material_events_digest ⚡ Premium tier

Premium tier — $0.50 USDC per call on Base mainnet, settled via x402. See the live pricing page on toolstem.com/sec/ for current rates.

Severity-ranked digest of all 8-K and 8-K/A filings within a configurable lookback window. Each item code is mapped to a plain-English label and severity rating. Required: ticker_or_cik. Optional: lookback_days (1–1825, default 365).

Returns: events[] (sorted newest-first), redflag_count, category_counts.

Example output (abbreviated):

{
"ticker":"TSLA",
"cik":"0001318605",
"company_name":"Tesla, Inc.",
"lookback_days":180,
"redflag_count":1,
"category_counts":{"RED":1,"YELLOW":3,"GREEN":7},
"events":[
{
"accession_number":"0001628280-26-005678",
"filing_date":"2026-04-10",
"form":"8-K",
"items":[
{"code":"4.02","label":"Non-Reliance on Previously Issued Financial Statements","category":"financial","severity":"RED"}
],
"sec_url":"https://www.sec.gov/Archives/edgar/data/1318605/000162828026005678/0001628280-26-005678-index.htm"
}
],
"meta":{"source":"sec_edgar_direct","data_delay":"live"}
}

5. compare_disclosure_signals

Side-by-side comparison of 2–5 companies across all key disclosure signals. Required: tickers_or_ciks (string[2..5]). All lookups run in parallel.

Returns per-company: filing_velocity, material_event_count_90d, redflag_count_365d, activist_risk_flag, last_filing_date.

Returns winners (as CIKs, not tickers — cross-reference with the companies[] array): quietest_disclosure, most_active, most_redflags, activist_targets.

Example output (abbreviated):

{
"companies":[
{
"ticker":"AAPL",
"cik":"0000320193",
"filing_velocity":"NORMAL",
"material_event_count_90d":4,
"redflag_count_365d":0,
"activist_risk_flag":false,
"last_filing_date":"2026-04-25"
},
{
"ticker":"MSFT",
"cik":"0000789019",
"filing_velocity":"ACCELERATING",
"material_event_count_90d":7,
"redflag_count_365d":0,
"activist_risk_flag":false,
"last_filing_date":"2026-04-26"
}
],
"winners":{
"quietest_disclosure":"0000320193",
"most_active":"0000789019",
"most_redflags":null,
"activist_targets":[]
},
"meta":{"source":"sec_edgar_direct","data_delay":"live"}
}

Advanced: self-host

Most users should use the hosted endpoint above — it needs no API key, no infrastructure, and no setup. This section is for users who specifically want to run the server themselves. When self-hosting you are responsible for running the process and for supplying an EDGAR fair-access contact (SEC_USER_AGENT_CONTACT).

Claude Desktop (self-hosted over stdio)

Run locally over stdio — no x402 charges, you bring your own EDGAR fair-access contact:

{
"mcpServers":{
"toolstem-sec":{
"command":"npx",
"args":["-y","toolstem-sec-mcp-server"],
"env":{
"SEC_USER_AGENT_CONTACT":"you@yourorg.com"
}
}
}
}

npm (MCP stdio transport)

npminstall-g toolstem-sec-mcp-server
toolstem-sec-mcp-server

Self-hosted HTTP

Three modes:

Local-only (default — safest):

toolstem-sec-mcp-server --http
# Binds 127.0.0.1:3000 — reachable only from this machine

Remote with auth:

ALLOW_REMOTE=1MCP_AUTH_TOKEN=my-secret toolstem-sec-mcp-server --http
# Binds 0.0.0.0:3000 — requires Bearer token on every /mcp request

Remote without auth (use at your own risk):

ALLOW_REMOTE=1MCP_AUTH_DISABLED=1 toolstem-sec-mcp-server --http
# Binds 0.0.0.0:3000 — no authentication

SEC EDGAR fair-access policy

All outbound traffic goes through a shared sliding-window rate limiter (8 rps target, 4 rps safety margin below SEC's 10 rps hard cap). Every request includes a User-Agent header identifying the package and a contact email per SEC policy. Override the contact email via:

$SEC_USER_AGENT_CONTACT=you@yourorg.com toolstem-sec-mcp-server

Violating SEC's fair-access policy can result in your IP being blocked. This server is designed to stay compliant automatically.

v0.2 roadmap

• Form 4 XML parsing — direction-aware insider signals (STRONG_BUYING / BUYING / NEUTRAL / SELLING / STRONG_SELLING) with net share counts
• 13F XBRL parsing — quarterly institutional flow signals (ACCUMULATING / HOLDING / DISTRIBUTING) with institution count
• 8-K text extraction — natural-language summaries of each material event from the filing's primary HTML document

License & author

MIT License — see ./LICENSE.

Built by Toolstem. Data sourced directly from SEC EDGAR.