Tools

Eight tools for querying SEC EDGAR data, plus three for SQL analytics over the DuckDB-backed canvas dataframes those tools materialize:

secedgar_company_search

Entry point for most EDGAR workflows — resolve tickers, names, or CIKs to entity details.

• Supports ticker symbols (AAPL), company names (Apple), or CIK numbers (320193)
• Optionally includes recent filings with form type filtering
• Returns entity metadata: SIC code, exchanges, fiscal year end, state of incorporation

secedgar_search_filings

Full-text search across all EDGAR filing documents since 1993.

• Exact phrases ("material weakness"), boolean operators (revenue OR income), wildcards (account*)
• Entity targeting within query string (cik:320193 or ticker:AAPL)
• Date range filtering, form type filtering, pagination up to 10,000 results
• Returns form distribution for narrowing follow-up searches
• When post-filter hits exceed the inline limit, the already-fetched EFTS window (entity-filtered when ticker:/cik: is used) is materialized as a df_<id> dataframe — query it with secedgar_dataframe_query

secedgar_get_filing

Fetch a specific filing's metadata and document content by accession number.

• Accepts accession numbers in dash or no-dash format
• Converts HTML filings to readable plain text
• Configurable content limit (1K–200K characters, default 50K)
• Can fetch specific exhibits by document name

secedgar_get_financials

Get historical XBRL financial data for a company with friendly concept name resolution.

• Friendly names like "revenue", "net_income", "eps_diluted" auto-resolve to correct XBRL tags
• Handles historical tag changes (e.g., ASC 606 revenue recognition)
• Automatic deduplication to one value per standard calendar period
• Filter by annual, quarterly, or all periods
• See secedgar://concepts resource for the full mapping

secedgar_get_insider_transactions

Surface Form 3/4/5 insider activity for a company by parsing ownership XML.

• Reporting person, relationship to issuer (director, officer + title, 10% owner), and transaction date
• Transaction code mapped to a readable type (purchase, sale, gift, award, exercise, …); shares signed by acquired/disposed
• Price per share and shares owned after each transaction; covers non-derivative (open-market) and derivative (option/RSU) lines
• Filter by transaction_type (purchase, sale, all); scans newest filings first

secedgar_get_institutional_holdings

Surface 13F-HR quarterly institutional holdings by parsing the information table.

• Pass an institution (CIK or name) to see what it holds, or a company CIK to find its own 13F filings
• Per position: issuer name, CUSIP, market value (thousands USD), shares/principal, put/call, and investment discretion
• Resolves the filing-manager name and reporting quarter from the cover page; target a specific quarter with quarter (e.g. "2025-Q4")
• total_holdings_in_filing reports the full position count before limit

secedgar_fetch_frames

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

• Same friendly concept names as secedgar_get_financials
• Supports annual (CY2023), quarterly (CY2024Q2), and instant (CY2023Q4I) periods
• Inline response returns the top N ranked companies (sort + limit), with ticker enrichment
• The full frames response (all reporters, typically 2k–10k rows) is materialized as a df_<id> dataframe — query it with secedgar_dataframe_query

secedgar_search_concepts

Discover supported XBRL concept names before querying financials or cross-company comparisons.

• Search by friendly name, label, or raw XBRL tag
• Filter by statement group (income_statement, balance_sheet, cash_flow, per_share, entity_info) or taxonomy
• Reverse-lookup raw tags like NetIncomeLoss to the supported friendly names
• Returns the same catalog used by secedgar_get_financials, secedgar_fetch_frames, and secedgar://concepts

secedgar_dataframe_describe / secedgar_dataframe_query / secedgar_dataframe_drop

In-conversation SQL analytics over the dataframes that secedgar_fetch_frames, secedgar_search_filings, and secedgar_get_financials materialize on a shared DuckDB-backed canvas. Each data-returning call adds a dataset field with a df_XXXXX_XXXXX handle; pass that handle to secedgar_dataframe_query for joins, aggregates, window functions, percentiles — standard DuckDB SQL.

• Read-only by default. Writes, DDL, DROP, COPY, PRAGMA, ATTACH, and external-file table functions are rejected by the framework SQL gate. System catalogs (information_schema, pg_catalog, sqlite_master, duckdb_*) are denied at the bridge layer so callers can't enumerate dataframes they don't already hold a handle for. secedgar_dataframe_drop is the only destructive tool and is opt-in (EDGAR_DATAFRAME_DROP_ENABLED=true); TTL handles cleanup otherwise.
• Per-table TTL. Each dataframe ages on its own clock (default 24h, override with EDGAR_DATASET_TTL_SECONDS). The canvas itself uses the framework's sliding TTL.
• register_as chaining. secedgar_dataframe_query can persist its result as a new dataframe (df_XXXXX_XXXXX) with a fresh TTL — pipe analyses without re-running the source query.

Resources

Prompts

Features

Built on @cyanheads/mcp-ts-core:

• Declarative tool definitions — single file per tool, framework handles registration and validation
• Structured output schemas with automatic formatting for human-readable display
• Unified error handling across all tools
• Pluggable auth (none, jwt, oauth)
• Structured logging with request-scoped context
• Runs locally (stdio/HTTP) from the same codebase

SEC EDGAR–specific:

• Rate-limited HTTP client respecting SEC's 10 req/s limit with automatic inter-request delay
• CIK resolution from tickers, company names, or raw CIK numbers with local caching
• Friendly XBRL concept name mapping with historical tag change handling
• Searchable concept catalog with statement-group metadata and reverse XBRL tag lookup
• HTML-to-text conversion for filing documents via html-to-text
• In-conversation SQL analytics: secedgar_fetch_frames, secedgar_search_filings, and secedgar_get_financials materialize their full upstream response as a DuckDB-backed canvas dataframe queryable via secedgar_dataframe_query
• No API keys required — SEC EDGAR is a free, public API

Getting started

Public Hosted Instance

A public instance is available at https://secedgar.caseyjhand.com/mcp — no installation required. Point any MCP client at it via Streamable HTTP:

{
  "mcpServers": {
    "secedgar-mcp-server": {
      "type": "streamable-http",
      "url": "https://secedgar.caseyjhand.com/mcp"
    }
  }
}

Self-Hosted / Local

Add the following to your MCP client configuration file.

{
  "mcpServers": {
    "secedgar-mcp-server": {
      "type": "stdio",
      "command": "bunx",
      "args": ["@cyanheads/secedgar-mcp-server@latest"],
      "env": {
        "EDGAR_USER_AGENT": "YourAppName [email protected]",
        "MCP_TRANSPORT_TYPE": "stdio"
      }
    }
  }
}

Or with npx (no Bun required):

{
  "mcpServers": {
    "secedgar-mcp-server": {
      "type": "stdio",
      "command": "npx",
      "args": ["-y", "@cyanheads/secedgar-mcp-server@latest"],
      "env": {
        "EDGAR_USER_AGENT": "YourAppName [email protected]",
        "MCP_TRANSPORT_TYPE": "stdio"
      }
    }
  }
}

For Streamable HTTP, set the transport and start the server:

MCP_TRANSPORT_TYPE=http MCP_HTTP_PORT=3010 bun run start:http
# Server listens at http://localhost:3010/mcp

Prerequisites

• Bun v1.3.0 or higher.

Installation

1. Clone the repository:

git clone https://github.com/cyanheads/secedgar-mcp-server.git

1. Navigate into the directory:

cd secedgar-mcp-server

1. Install dependencies:

bun install

1. Build:

bun run build

Configuration

All configuration is validated at startup via Zod schemas in src/config/server-config.ts. Key environment variables:

Running the server

Local development

• Build and run the production version:

  bun run rebuild
  bun run start:http   # or start:stdio
  

• Run checks and tests:

  bun run devcheck     # Lints, formats, type-checks
  bun run test         # Runs test suite
  

Docker

docker build -t secedgar-mcp-server .
docker run -e EDGAR_USER_AGENT="MyApp [email protected]" -p 3010:3010 secedgar-mcp-server

Project structure

Development guide

See CLAUDE.md and AGENTS.md for development guidelines and architectural rules. The short version:

• Handlers throw, framework catches — no try/catch in tool logic
• Use ctx.log for logging, ctx.state for storage
• Register new tools and resources in the createApp() arrays

Contributing

Issues and pull requests are welcome. Run checks and tests before submitting:

bun run devcheck
bun run test

License

This project is licensed under the Apache 2.0 License. See the LICENSE file for details.