⚙ SEC MCP SERVER · edgar.tools for AI agents

SEC filing intelligence.
Wired into Claude.

Stop feeding your AI raw PDFs. The edgar.tools SEC MCP server gives Claude, ChatGPT, Gemini, Cursor, Windsurf, and custom agents structured SEC data in 200ms — insider sentiment, financial health scores, prospectus deal data, and 12,000+ companies from EDGAR.

23 tools and 5 recipe prompts. Free tier included. No credit card required.

12,000+ companies · 186K+ insider filings · 200ms median response · 5M+ PyPI downloads
Start your 14-day trial Setup in 60 seconds →
02Zero token waste

Paste any SEC filing URL. Get structured intelligence.

Without MCP, Claude fetches a 300-page filing and burns 100,000+ tokens parsing legal prose. Slow, expensive, error-prone.

With analyze_filing, Claude extracts the accession number from any URL, calls one tool, and gets structured data back in 200ms. Every number traceable to the filing.

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.

10-K Revenue, net income, sections, available actions
Form 4 Issuer, owner, transactions, sentiment
8-K Event items, classification, AI summaries
424B Deal economics, pricing, syndicate, dilution
# User pastes an SEC URL into Claude
"What's in this filing?"
 
# Claude calls analyze_filing(url)
# Response in ~200ms:
{
"form": "10-K",
"company": "Apple Inc.",
"intelligence": {
"revenue": "$391.0B",
"net_income": "$93.7B",
"sections": ["Item 1", "Item 1A", ...]
}
}
03The toolkit

23 SEC research tools for AI agents.

Everything an AI agent needs for SEC EDGAR research and financial analysis. Tier-aware — Free 4, Pro 17, Analyst 23 + 5 recipe prompts.

Analyze· 1 tool
analyze_filing
Paste any SEC URL — auto-detect form, return intelligence
Notes· 1 tool
edgar_notes
Personal research notes attached to filings
Research· 10 tools
account_status
Current tier, gated tools, upgrade URL
search_companies
Find by name, ticker, or CIK
search_filings_full_text
EFTS search across 400+ form types
company_brief
Full intelligence snapshot in one call
company_filings
Recent filings with form type filters
compare_companies
Side-by-side with health + insider signals
financial_snapshot
12 ratios + financial health score
financial_statements
Income, balance sheet, cash flow
financial_trends
Multi-year trends + anomaly detection
disclosure_search
Proximity + novelty scoring (Analyst+)
Signals· 3 tools
insider_activity
Insider trading + sentiment scoring
institutional_ownership
13F institutional holders
material_events
8-K events with AI classification
Monitor· 1 tool
live_filings
Real-time SEC filing stream (48h)
Aggregation· 3 tools · Analyst
position_intel
Catalysts + ownership + risk-factor diff
peer_facts
Structured peer-comparison rows
portfolio_events
Aggregated events across portfolio CIKs
Funds· 2 tools
search_funds
40K+ mutual funds and ETFs
fund_profile
Holdings, expenses, returns
Advisers· 2 tools
search_advisers
SEC-registered investment advisers
adviser_profile
AUM, compliance, executives
Recipe prompts· 5 prompts · Analyst tier
/edgar:position_thesis
Single-name thesis: catalysts + ownership + risk-factor diff
/edgar:position_thesis ticker=NVDA lookback=90d
/edgar:peer_comparison
Table + spread paragraph + outliers
/edgar:peer_comparison ticker=ARCC peers=MAIN,BXSL,PSEC,OBDC
/edgar:portfolio_pulse
Multi-name event roll-up across your tracked tickers
/edgar:portfolio_pulse tickers=MAIN,ARCC,BXSL since=2026-04-01
/edgar:earnings_postmortem
8-K + guidance + ownership reaction post-print
/edgar:earnings_postmortem ticker=NFLX since=2026-02-11
/edgar:filing_red_flags
Ranked alerts with severity tags
/edgar:filing_red_flags ticker=NVDA lookback=90d
04Setup

Connect in 60 seconds.

Pick your client. Copy the config. Start asking questions.

No config files. No tokens. Just a URL and a click.
1
Go to Connectors
Open claude.ai/customize/connectors and click + Add custom connector
2
Paste this URL
https://app.edgar.tools/mcp
3
Click Connect and sign in with Google
Claude opens a sign-in window. Sign in with your Google account — done.
4
Set to "Always allow"
On the tool permissions page, click Always allow so Claude can use the tools without asking each time.
Start a new chat and ask: "Research Apple's latest financials and insider activity"

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.

05Tiers

Read. Track. Research.

Same verb ladder as /pricing. Free reads, Pro tracks your list, Analyst runs end-to-end research with recipe prompts.

Read·01 · FREE
Free
$0/month
  • ✓4 tools — account_status, search_companies, company_filings, company_brief
  • ✓100 API calls/day, resets daily
  • ✓Truncated company brief data
  • ×No financials, signals, or AI analysis
Track·02 · PRO
Professional
$24.99/month
  • ✓17 tools — adds financials, signals, full-text search, real-time material events, live feed
  • ✓500 API calls/day
  • ✓Health scores, sentiment, trends
  • ✓14-day trial, card on file
Start Pro trial
Most workflows
Research·03 · ANALYST
Analyst
$79.99/month
  • ✓All 23 tools + 5 recipe prompts
  • ✓AI filing analysis, disclosure search, aggregation
  • ✓Fund + adviser intelligence
  • ✓5,000 API calls/day · HMAC webhooks
  • ✓14-day trial, card on file
Start Analyst trial
Building agents that hit MCP heavily? Builder tier ($499/mo, waitlist) bundles unmetered MCP with 100K API calls/day, weekly bulk parquet drops, and a webhook firehose.
06FAQ

Frequently asked, honestly answered.

The edgar.tools AI plugin (MCP server) gives AI agents — Claude, ChatGPT, Gemini, Cursor, Windsurf, and custom agents — structured access to SEC filing data through the Model Context Protocol. 23 tools across 8 categories cover company research, insider trading, material events, financial analysis, mutual funds, investment advisers, and aggregation. The tools/list endpoint is tier-aware: Free accounts see 4 tools (account_status, search_companies, company_filings, company_brief), Pro sees 17, Analyst sees all 23 tools plus 5 recipe prompts. See app.edgar.tools/ai-plugin for the full ladder.
Two ways to connect. For Claude.ai, Claude Code, and Cursor: just add the URL 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.
Paste any SEC filing URL or accession number into Claude. The tool extracts the accession number, resolves the filing, detects the form type, and returns structured intelligence in about 200ms. A 10-K returns financials and sections. A Form 4 returns insider transactions. An 8-K returns classified material events. A 424B prospectus returns deal economics with pricing, syndicate, and dilution data. No other MCP server does this.
Yes — there is a permanent Free tier with 4 tools (account_status, search_companies, company_filings, company_brief) and 100 API calls per day, resetting daily. Pro ($24.99/month) unlocks 13 more tools (financials, signals, real-time material events, full-text search, live filings) for 17 total and 500 calls/day. Analyst ($79.99/month) unlocks the remaining 6 tools plus 5 recipe prompts (AI filing analysis, narrative-text disclosure search, fund + adviser intelligence, aggregation) for all 23 + 5 recipes. No credit card required to start.
The open-source edgartools MCP (11 tools, 7 prompts, 5M+ PyPI downloads) provides raw EDGAR data and runs locally. The commercial edgar.tools MCP (23 tools + 5 recipe prompts) adds pre-computed intelligence: insider sentiment scoring, AI-classified events, financial health scores, trend classification, prospectus deal extraction, and hosted deployment with OAuth. Same raw data source, different intelligence layer. Most users start with OSS and upgrade when they need enriched analytics.
Every data point comes directly from SEC EDGAR filings via the open-source edgartools library. We parse XBRL directly and trace every number to its source document. If SEC EDGAR has it, we have it. If SEC EDGAR doesn't have it, we tell you.
sec-api.io gives you raw filing JSON via REST API. edgar.tools gives you pre-computed intelligence via MCP — insider sentiment scoring, financial health scores, AI-classified events, prospectus deal extraction — plus a web interface, an open-source library, and a free tier that resets daily (not 100 calls total, ever). Full comparison →
AlphaSense ships an MCP server with one search tool, accessible only via enterprise sales contact ($12K+/seat/yr). edgar.tools ships 23 MCP tools — analyze_filing, financial_snapshot, insider_activity, material_events, and 19 more — with self-serve signup, structured JSON outputs, and a free tier. AlphaSense indexes broker research, expert calls, and news in addition to filings; edgar.tools is purpose-built for SEC. For SEC-filing-centric agentic work, edgar.tools delivers more tool surface at roughly 1/40th the per-seat cost. Full comparison →
Daloopa provides human-verified financial data for Excel models covering about 3,500 companies at enterprise pricing. edgar.tools covers the full SEC EDGAR universe (12,000+ companies) with 23 tools, insider sentiment scoring, material event classification, prospectus analysis, and a free tier. Daloopa excels at financial modeling data quality; edgar.tools excels at filing intelligence breadth and accessibility.

Ready to wire Claude into SEC EDGAR?

23 tools. 5 recipe prompts. The full EDGAR universe. 14-day trial.

Start your 14-day trial See the pricing ladder →
No credit card required · 14-day Pro trial
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