How do I connect Secedgar MCP Server to Claude?

The listing records `docker run -e EDGAR_USER_AGENT="MyApp my@email.com" -p 3010:3010 secedgar-mcp-server` as its setup step. Run it, then follow the repository's instructions for the client configuration; the listing names Claude Desktop, Cursor, VS Code as compatible clients.

Is Secedgar MCP Server free?

The listed licence is Apache-2.0. Check the upstream terms for permitted use and commercial requirements; a public repository does not by itself mean the software is free or open source. Connected APIs and hosted services may have separate charges.

What can Secedgar MCP Server do?

Secedgar MCP Server documents 23 tools to the agent, including caveats, item_distribution, periods. The descriptions above come from project documentation. A live handshake does not test individual tool behavior.

Secedgar MCP Server

Unclaimed

by cyanheads

Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.

Install

$docker run -e EDGAR_USER_AGENT="MyApp my@email.com" -p 3010:3010 secedgar-mcp-server

Set up this server

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This server needs project-specific setup. Follow the project instructions; no reusable public launch command is available yet.

Project instructions

cyanheadsedgarfilingsfinancial-datamcpmcp-servermodel-context-protocolsecsec-edgartypescriptxbrl

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Security profile

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23 of 23 tools

Documented tools (23)

From project documentation. A server handshake does not verify each tool’s description or behavior.

caveats

surface a filer missing one or two calendar quarters, a concept that resolved to a retired XBRL tag for one company, period ends that differ inside one aligned period, and concepts whose unit differs across companies

item_distribution

counts every code across the scanned window before the filter, so a zero-hit filter comes back with the items that are present rather than a dead end

periods

bounds the inline matrix (1-12, default 4) and the window shrinks further when companies x concepts x periods is too large to return in one response; the full aligned series is always materialized as a df<id> dataframe for growth rates and spreads via secedgardataframequery

quarter

targets a reporting period ("2026-Q1"); omit it for the newest quarter whose 45-day filing deadline has passed. The applied quarter and its filing window are echoed back

related_tags

flags alternate-definition tags some filers use as their primary line (e.g. cash → restricted-cash-inclusive total, equity → NCI-inclusive total), so a whole-universe screen on the base tag isn't silently under-inclusive — query those separately

secedgar_company_search

Find companies and retrieve entity info with optional recent filings

secedgar_compare_companies

Compare named companies across several concepts, aligned on calendar periods

secedgar_dataframe_describe

List canvas dataframes with provenance, TTL, and schema

secedgar_dataframe_drop

Drop a canvas dataframe by name. Opt-in via EDGARDATAFRAMEDROPENABLED=true — off by default since TTL already handles cleanup

secedgar_dataframe_query

Run a single-statement SELECT across dataframes

secedgar_fetch_frames

Fetch SEC XBRL frames for one concept × one period across all reporting companies

secedgar_find_holders

Reverse 13F lookup — which institutional managers reported holding an issuer

secedgar_get_beneficial_owners

5%+ blockholders of an issuer, parsed from structured SCHEDULE 13D / 13G filings

secedgar_get_filing

Fetch a specific filing's metadata and document content

secedgar_get_financials

Get historical XBRL financial data for a company

secedgar_get_fund_holdings

ETF and mutual fund portfolio holdings from the quarterly NPORT-P report

secedgar_get_insider_transactions

Form 4 / 4-A insider transactions (buys, sells, grants, exercises) parsed from ownership XML

secedgar_get_institutional_holdings

13F-HR quarterly institutional holdings parsed from the information table

secedgar_get_material_events

8-K filings with item codes decoded and filterable — earnings, officer changes, non-reliance

secedgar_get_snapshot

One-call financial profile — the latest value of every supported concept, grouped by statement

secedgar_search_concepts

Discover supported XBRL concept names or reverse-lookup a raw tag

secedgar_search_filings

Search EDGAR filings since 1993 — full-text (2001+) plus archive-backed browse for pre-2001 ranges

total_holdings_in_filing

counts raw info-table rows; totalpositions counts distinct positions after consolidation (both before limit)

Tool change history

Compared across complete checks of the same configuration. Tools were listed, not invoked. Input-schema changes are not measured here.

No complete tool checks yet.

FAQ

Questions about Secedgar MCP Server

How do I connect Secedgar MCP Server to Claude?: The listing records `docker run -e EDGAR_USER_AGENT="MyApp my@email.com" -p 3010:3010 secedgar-mcp-server` as its setup step. Run it, then follow the repository's instructions for the client configuration; the listing names Claude Desktop, Cursor, VS Code as compatible clients.
Is Secedgar MCP Server free?: The listed licence is Apache-2.0. Check the upstream terms for permitted use and commercial requirements; a public repository does not by itself mean the software is free or open source. Connected APIs and hosted services may have separate charges.
What can Secedgar MCP Server do?: Secedgar MCP Server documents 23 tools to the agent, including caveats, item_distribution, periods. The descriptions above come from project documentation. A live handshake does not test individual tool behavior.