Ask Claude about any public company and it answers from the actual SEC filing — with a source you can check.
Benchmarked 10–20× cheaper than agentic web search — and more correct. 7-day Pro trial; a free tier for reads.
7-day trial, card on file. Or connect on the free tier — no card.
A real exchange, captured from the live server — not a mock-up. One free-tier tool call, every figure traceable to the filing it came from.
"Give me a brief on Nvidia — what do their latest filings say about how the business is doing?"
Fiscal year ended 2026-01-31. Nasdaq. Semiconductors & Related Devices.
Source: NVIDIA FY2026 10-K, filed 2026-02-25 · market data prior close 2026-08-07 · sample captured 2026-08-08
That was company_brief — a Free-tier tool. The assistant is told to cite the source filing on every answer, so you can always click through and check.
The connector lives on your Claude account, not on one app — so it reaches whichever surface you actually work in.
Model-ready workbooks where every historical figure names the filing it came from — then kept current in the sheet.
The research surface — ask about any company and get an answer citing the filing behind it.
The same tools over JSON-RPC for coding agents, Cursor, and anything else that speaks MCP.
Same account, same plan, same tools — the surface only changes where you are standing.
Each card is a recipe — a prompt that walks your assistant through a real analysis, step by step. The two audits are fixed procedures that end in a filed, cited report. All free to read. On Analyst they also arrive in your client as slash commands.
One filing, one ticker, fast. Get through a 10-K or an earnings release without reading all of it.
The 10-K is 180 pages and the meeting is in 20 minutes.
10-K Speedrun →Item 1A changed. The company won't tell you where.
Risk-Factor YoY Diff →You know the stock reaction. You don't know why.
Earnings Release Decoder →Your comp sheet is a quarter out of date and re-keying it is the job.
Workbook Refresh →A watchlist on a cadence. Many tickers, run weekly, triaged down to what moved.
Forty filings hit your watchlist this week. Three matter.
8-K Event Triager →You read Form 4 headlines, not Form 4s.
Insider Activity Interpreter →You sell to fund managers and want the launches before the databases do.
Fund Launch Radar →Long-form, framework-driven analysis across several filings and peers. The deepest thing the assistant will do unaided.
Your compounder checklist ignores SBC and per-share economics.
F.O.R.G.E. Compounder Analysis →New name on your desk and the PM wants the primer by tomorrow.
Company Primer →You have a bad feeling and no falsifiable bear case.
Short-Seller Forensics →The sector guess isn't the list. The 10-Qs name who's hit.
Canada Trade Exposure →The same name keeps turning up in Form Ds and you can't tell if it's one story.
Form D Shell Fan-Out Audit →Reported leverage looks fine and you suspect the footnotes disagree.
Off-Balance-Sheet Commitments Audit →A firm was sanctioned or merged and you can't tell who it still signs.
Audit Firm Client Book →
Run the Off-Balance-Sheet Commitments Audit on Oracle’s latest 10-Q and the last step is
create_report: the assistant hands over its finished synthesis as typed blocks —
the assessment, the recorded-versus-committed ledger, six filings of leases not yet commenced in one
table, and the filing’s own sentences as callouts — each block naming the filings behind it.
Back comes the URL of a typeset document that reads the same in six months.
Citations resolve to the SEC record only: a filing by accession number, or a page on sec.gov.
On Analyst you can mint a share link, and whoever holds it reads a frozen snapshot without an account.
Read the Oracle dossier it produced → — seven sources, every figure footnoted.
create_report is a Pro tool. Share links are Analyst.
Browse the full recipe library → — every recipe lists the exact tools it calls, so you can check tier requirements before running one.
Trust first. Every data point is parsed from SEC EDGAR (the SEC's public filing database) — XBRL read directly, never transcribed — and every answer carries a citation back to the source document.
Then cost. Without MCP, Claude fetches a 300-page filing and burns 100,000+ tokens parsing legal prose. With analyze_filing, it calls one tool and gets structured data back in 200ms. Measured, not claimed: in our published benchmark, the same SEC research tasks used 10–21× fewer tokens through MCP than agentic web search — at higher judged correctness, with per-run records public.
Same verb ladder as /pricing. Every tool lives in exactly one tier, grouped by the six categories the live server uses — what you see here is what tools/list returns.
100 API calls/day, resets daily·no credit card
Find any company, browse its filings, get a one-call snapshot. The proof transcript above ran entirely on this tier.
search_companiessearch_entitiescompany_briefcompany_filingsmanager_holdingsedgar_recipes10,000 API calls/day·7-day trial, card on file
Everything a tracked list needs: full financial statements, insider trades, institutional ownership, real-time material events, full-text and disclosure search, and the fund + adviser reference surface.
search_filingsdisclosure_searchadviser_profilelive_filingsfiling_sectionfinancial_snapshotfinancial_trendsfinancial_statementscompare_companiesmaterial_eventssentinel_activityinsider_activityinstitutional_ownershipcreate_reportget_universe_membershipexplain_membership50,000 API calls/day·7-day trial, card on file
Depth, not volume. Whole-filing AI analysis, plus aggregation bundles that answer across a position, a peer set, or an entire portfolio in one call — and the slash commands that chain them into finished write-ups.
analyze_filingfiling_detailsperson_intelaccount_dossierscreen_companies/edgar:earnings_postmortemPick your client. Copy the config. Start asking questions.
Already signed in? See your tier-grouped tools on the Plugin Hub.
Not using an AI agent? Use edgar.tools directly in the browser — no setup required.
The short version: edgar.tools is the self-serve, SEC-native option — a first-party MCP server with a full research toolkit, published prices, and a free tier. The head-to-head pages carry the detail.
https://app.edgar.tools/mcp to your config — OAuth handles authentication automatically via Google sign-in. For ChatGPT, Gemini, and custom agents: sign up free at app.edgar.tools, get an MCP token from Settings > API Keys, and pass it as a Bearer token in your config headers.
The full EDGAR universe — structured, cited, 10–20× cheaper than web search. 7-day trial.