Query SEC EDGAR filings, XBRL financials, and company data via MCP. STDIO or Streamable HTTP.
Connect Remote server
claude mcp add --transport http secedgar-mcp-server https://secedgar.caseyjhand.com/mcp{
"mcpServers": {
"secedgar-mcp-server": {
"url": "https://secedgar.caseyjhand.com/mcp"
}
}
}{
"servers": {
"secedgar-mcp-server": {
"type": "http",
"url": "https://secedgar.caseyjhand.com/mcp"
}
}
}Settings > Connectors > Add custom connector
URL: https://secedgar.caseyjhand.com/mcpTools 16 found in our last check
secedgar_company_searchFind companies and retrieve entity info with optional recent filings. Entry point for most EDGAR workflows — resolves tickers, names, or CIKs to entity details, with accession numbers in the result feeding secedgar_get_filing for document content. When a date or form filter carr…
secedgar_search_filingsSearch EDGAR filings since 1993. Full-text search covers 2001-present (the EFTS index floor); pre-2001 date ranges (to 1993) are served from the archives by form and entity/date. Pre-2001 free text needs entity scope (ticker:/cik:) — with it, the tool reads the entity's matching…
secedgar_get_filingFetch a specific filing's metadata and document content by accession number. Returns the primary document as readable text. Use offset/next_offset for multi-page access to large filings (10-K, S-1 can exceed 1M chars): pass the next_offset from a truncated response as offset, wi…
secedgar_get_financialsGet historical XBRL financial data for a company. Accepts friendly concept names (e.g., "revenue", "net_income", "assets") or raw XBRL tags. Discover available friendly names with secedgar_search_concepts. Handles historical tag changes and deduplicates data automatically. The f…
secedgar_get_snapshotBuild a company financial profile in one call: the latest value of every supported XBRL concept, grouped by statement. Reads the filer's complete companyfacts payload once rather than one request per concept, so it replaces a run of secedgar_get_financials calls when the questio…
secedgar_get_material_eventsRetrieve a company's 8-K filings with their item codes decoded, optionally filtered to specific items. 8-K item codes are how material events are actually scoped — 1.01 material agreements, 2.02 results of operations, 4.02 non-reliance on previously issued financials, 5.02 offic…
secedgar_get_insider_transactionsFetch Form 4 insider transactions (purchases, sales, grants, exercises) for a company by parsing SEC EDGAR ownership XML. Returns the reporting person, their relationship to the issuer, transaction date, type, shares traded (absolute magnitude), direction (acquire/dispose), pric…
secedgar_get_institutional_holdingsRead an institutional manager's 13F-HR information table for a quarter. company is the filer: a 10-digit CIK, ticker, or name; names outside the ticker file use EDGAR entity search, and ambiguous names return candidates. For managers holding an issuer, use secedgar_find_holders…
secedgar_find_holdersFind which institutional managers reported holding an issuer, by searching 13F-HR information tables for one reporting quarter. This is the reverse direction of secedgar_get_institutional_holdings: that tool takes a manager and returns its portfolio, this one takes an issuer and…
secedgar_get_beneficial_ownersList the 5%-and-over beneficial owners of a public company, parsed from the structured SCHEDULE 13D and SCHEDULE 13G filings made about it. The input is the ISSUER — the company being held — which is the opposite direction from secedgar_get_institutional_holdings, where the inpu…
secedgar_get_fund_holdingsList what an ETF or mutual fund holds, parsed from the NPORT-P portfolio report it files with the SEC every quarter. The input is the fund — a ticker like VOO, a fund series ID, or the registrant trust — which is the opposite direction from the ownership tools: secedgar_get_inst…
secedgar_fetch_framesFetch SEC XBRL frames for one concept × one period across all reporting companies. Inline response returns a page of the ranked companies — start at the top or pass offset/next_offset to walk further down the ranking; the full frames response (all reporters) is materialized as d…
secedgar_compare_companiesCompare 2-10 named companies across 1-8 XBRL concepts, aligned on fiscal years (annual) or calendar quarters (quarterly). This is the middle shape between secedgar_get_financials (one company, one concept, full history) and secedgar_fetch_frames (one concept, one period, every r…
secedgar_search_conceptsSearch supported XBRL financial concepts by keyword, statement group, or taxonomy. Use before secedgar_get_financials, secedgar_compare_companies, or secedgar_fetch_frames to discover the right friendly name, or pass a raw XBRL tag (e.g., "NetIncomeLoss") to reverse-lookup which…
secedgar_dataframe_describeDescribe the dataframes (df_XXXXX_XXXXX) registered by the data-returning secedgar_* tools — any tool whose response carries a `dataset` handle stages its full result set here. Pass that handle as `name`; each entry surfaces source tool, query parameters, creation/expiry timesta…
secedgar_dataframe_queryRun a single-statement SELECT against the canvas dataframes registered by the data-returning secedgar_* tools — any tool whose response carries a `dataset` handle. Inspect a dataframe with secedgar_dataframe_describe first; its column schema is what the SQL has to match. Read-on…
Details
| Endpoint | https://secedgar.caseyjhand.com/mcp (Streamable HTTP) |
| Package | @cyanheads/[email protected] (NPM, stdio) |
| Package | @cyanheads/[email protected] (NPM, streamable-http) |
| First published | 8 Nov 2026 |
| Last updated | 8 Nov 2026 |
| Registry name | io.github.cyanheads/secedgar-mcp-server |
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