The edgar-mcp server provides access to SEC EDGAR financial data, enabling AI agents to retrieve and analyze structured financial information from public company filings.
Fetch Filing Metadata (
get_filings): Retrieve SEC filing metadata (10-Q, 10-K, 8-K) for a company by ticker, year, and quarter — including URLs, dates, and fiscal period assignments.Extract Financial Data (
get_financials): Pull all structured financial facts from SEC filings, including income statement, balance sheet, and cash flow data in JSON format; supports file output and full-year mode.Get a Specific Financial Metric (
get_metric): Look up a particular financial metric by common name or XBRL tag, returning current, prior, and year-over-year values.List Available Metrics (
list_metrics): Discover all available metric tags for a given filing period to identify exact metric names before querying.Search Metrics by Natural Language (
search_metrics): Find relevant financial metrics using a natural-language query — useful for locating the right metric without knowing the exact XBRL tag.Extract Qualitative Filing Sections (
get_filing_sections): Parse narrative sections and embedded tables from 10-K or 10-Q filings, with options for summary or full format, word limits, and section filtering.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@edgar-mcpFind the revenue and net income for Apple in their most recent 10-K filing"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
edgar-mcp
SEC EDGAR financial data for AI agents, exposed as an MCP stdio server.
Install
pip install edgar-mcpRelated MCP server: EdgarTools MCP
Configuration
Variable | Required | Purpose |
| yes | API key for the hosted EDGAR API. |
| no | Override the API base URL. Defaults to |
| no | Directory for |
Claude Desktop / Claude Code config:
{
"mcpServers": {
"edgar-financials": {
"type": "stdio",
"command": "edgar-mcp",
"env": {
"EDGAR_API_KEY": "YOUR_KEY_HERE"
}
}
}
}Tool Inventory
This package exposes 29 public MCP tools. The inventory below is generated from the same manifest that drives the hosted API documentation.
Tool | Summary | Tier | Cache Behavior |
| Return filing metadata and SEC accession details for one ticker period. |
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| Discover event filings by ticker, CIK, date range, form type, or query. |
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| Show cached availability for financials, sections, tables, markdown, and extractions for one filing. |
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| Return a readable markdown filing document with section filtering and pagination. |
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| Extract selected qualitative filing sections and optional embedded tables. |
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| Return exact DEI cover-page facts such as shares outstanding with citations. |
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| Plan and retrieve citation-ready filing evidence for qualitative SEC questions. |
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| Extract non-XBRL operational KPI values and driver growth rates from filing narrative. |
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| Return cached langextract spans for one filing or run paid extraction on cache miss. |
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| Search cached langextract spans across filings with structured filters. |
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| Return periodized counts and optional hits for cached langextract spans. |
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| Ingest a trusted local markdown filing and run a selected extraction schema. |
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| List document extraction schemas available to the internal document API. |
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| Return filing table metadata or one hydrated structured table. |
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| Search cached filing table metadata across a ticker and period range. |
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| Compare matching filing tables across multiple tickers. |
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| Search cached markdown within one filing and return matching spans. |
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| Return the full structured XBRL financial fact payload for one filing period. |
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| Return one discovered metric or XBRL tag with current, prior, and YoY values. |
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| Return one metric across multiple periods with per-period cache and coverage status. |
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| List exact metric candidates available in one filing period. |
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| Search filing metrics by natural-language query and return ranked exact candidates. |
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| Return a template-backed income statement, balance sheet, or cash flow statement from cached concepts. |
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| Resolve one registry-backed financial concept from cached filing facts. |
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| Compare one registry-backed concept across a caller-provided ticker set. |
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| Return a cache-only concept time series across a requested period range. |
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| Join a registry-backed concept value to filing prose and optional extraction evidence. |
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| Queue paid-tier background warming for metric periods before follow-up reads. |
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| Poll a background cache-warming job returned by warm_metric_cache. |
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Tool Families
Filing Metadata and Documents
get_filings, get_event_filings, describe_filing, get_filing_document, get_filing_sections, get_filing_cover_facts, get_filing_evidence
Operational KPIs
get_operational_kpi_drivers
LangExtract
get_filing_extractions, search_extractions, get_extraction_series, extract_filing_file, list_extraction_schemas
Filing Tables
get_filing_tables, search_filing_tables, compare_filing_tables
Filing Text
search_filing_text
XBRL and Concepts
get_financials, get_metric, get_metric_series, list_metrics, search_metrics, get_statement, get_concept, compare_concept, concept_trend, cite_concept, warm_metric_cache, warm_metric_cache_status
Runtime Notes
This is a thin client for the hosted EDGAR API; it does not parse filings locally.
Missing or invalid
EDGAR_API_KEYlets the server start, but tool calls return authentication errors.Large payload tools support
output="file"and write toEDGAR_MCP_OUTPUT_DIRor a local fallback directory.API rate limits and paid-tool access are enforced by the hosted service.
Links
Hosted API: https://www.edgarparser.com
Documentation: https://docs.edgarparser.com
MCP setup: https://docs.edgarparser.com/mcp
Tool reference: https://docs.edgarparser.com/tools
Changelog RSS: https://docs.edgarparser.com/rss.xml
In-app developer page: https://www.edgarparser.com/developers
Open parser package: https://github.com/henrysouchien/edgar-parser
Source package: https://github.com/henrysouchien/edgar-mcp
Maintenance
Resources
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