⚙ SEC MCP SERVER · edgar.tools for AI agents

SEC filing intelligence.
Wired into Claude.

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. Free tier included. No credit card required.

Every answer cited to the filing it came from · Sections, exhibits, and footnotes — not just headline numbers · Speaks MCP — the connector standard Claude and ChatGPT plug into

Ask a question. Get a cited answer.

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.

You

"Give me a brief on Nvidia — what do their latest filings say about how the business is doing?"

Claude answers, from one company_brief call
Revenue · FY2026
$215.9B
Net income
$120.1B
Operating cash flow
$102.7B
Last close
$223.56
52-week position
81st pct
Market cap
≈$5.41T

Fiscal year ended 2026-01-31. Nasdaq. Semiconductors & Related Devices.

On Pro, the same call adds Insider posture over 90 days: bearish — 11 buys against 16 sells across 15 insiders, net −3,732,367 shares. Recent 8-K items: 5.02 officer change (Jul 2), 5.07 shareholder vote (Jun 30), 2.02 results (May 20). Top institutional holder: Vanguard Capital Management, 3.08B shares as of Jun 30.

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.

Start from the problem, not the tool.

Each card is a recipe — a prompt that walks your assistant through a real analysis, step by step. All free to read. On Analyst they also arrive in your client as slash commands.

Browse the full recipe library → — every recipe lists the exact tools it calls, so you can check tier requirements before running one.

Why trust it — and why it's cheap.

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.

And when the filing doesn't say? The answer says so — marked unknown, never guessed. That's the property you need before you put an answer in front of someone else.
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", ...]
}
}

Read. Track. Research.

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.

01 · FREE Free $0/month Read.

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
Find a company by ticker, CIK, or name prefixsearch_companies
One search across companies, funds, advisers, and peoplesearch_entities
Profiles
One-call company profile — identity and headline financialscompany_brief
Filings
Browse a company's recent filingscompany_filings
Signals
A 13F manager's own portfolio, ranked by value with quarter-over-quarter changesmanager_holdings
Analysis
Fetch any recipe from the library to run with groundingedgar_recipes
02 · PRO Professional $30/month Track.

10,000 API calls/day·14-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
Full-text search across SEC filings since 2001 — phrase, boolean, proximitysearch_filings
Keyword search across a company's narrative disclosuresdisclosure_search
Find 10-K/10-Q notes by topic — debt, leases, segmentsedgar_notes
Search mutual funds and ETFs by name, ticker, or familysearch_funds
Search SEC-registered investment adviserssearch_advisers
Profiles
Mutual-fund or ETF profile — share classes and familyfund_profile
Full RIA profile — AUM, executives, compliance flagsadviser_profile
Filings
Real-time SEC filing stream from the last 48 hourslive_filings
Pull one named section of a filing instead of the whole documentfiling_section
Financials
12 financial ratios from the latest 10-K, with citationfinancial_snapshot
Multi-year time series with YoY growth and CAGRfinancial_trends
Full XBRL line items — income, balance sheet, cash flowfinancial_statements
Side-by-side metrics across 2–10 companiescompare_companies
Signals
8-K events — per-company or corpus-wide by item codematerial_events
Form 3/4/5 insider trades with buy/sell summaryinsider_activity
13F holders ranked by position size, with share movesinstitutional_ownership
Start Pro trial Everything in Free, plus the above.
Need bulk data instead of live tool calls? Browse the dataset catalogper-dataset subscriptions from $24.99/mo, or a bespoke annual license for production use.

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.

How it compares.

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.

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. Tools across 6 categories — Search, Profiles, Filings, Financials, Signals, Analysis — cover company research, insider trading, material events, financial analysis, mutual funds, investment advisers, and aggregation. The tools/list endpoint is tier-aware: Free covers lookups (company search, filing browsing, one-call company briefs) plus the recipe prompts, which are free at every tier; Pro unlocks the full research toolkit; and Analyst adds aggregation tools plus the Analyst slash commands. See app.edgar.tools/mcp for the live tool ladder.
Every data point comes directly from SEC EDGAR (the SEC's public filing database) 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, the answer says so — marked unknown, never guessed.
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.
Yes — there is a permanent Free tier (company search, filing browsing, one-call company briefs, recipe fetch, and the recipe prompts — free at every tier) with 100 API calls per day, resetting daily. Pro ($30/month) unlocks the full research toolkit — financials, signals, real-time material events, full-text search, live filings — and 10,000 calls/day. Analyst ($109/month) adds AI filing analysis, whole-filing reading, aggregation tools, and the Analyst slash commands. No credit card required to start.
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 (insider-trade filing) returns insider transactions. An 8-K (major-event filing) returns classified material events. A 424B prospectus returns deal economics with pricing, syndicate, and dilution data. No other MCP server does this.
The open-source edgartools MCP (via our open-source library — nothing you need to install; 6M+ PyPI downloads) runs locally and provides raw EDGAR data. The hosted edgar.tools MCP 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.
edgar.tools is the self-serve, SEC-native option: a first-party MCP server with a full research toolkit, structured outputs, published prices from free to $109/mo, and a free tier. AlphaSense ships one search tool behind enterprise sales ($12K+/seat/yr). sec-api.io serves raw filing JSON over REST with no AI integration. Captide is sales-led multi-jurisdiction retrieval with no MCP server found. financialdatasets.ai is market-data infrastructure with filing text limited to item-level sections and no free tier. Head-to-head detail: AlphaSense, sec-api.io, Captide, financialdatasets.ai.

Ready to wire Claude into SEC EDGAR?

The full EDGAR universe — structured, cited, 10–20× cheaper than web search. 14-day trial.

No credit card required · 14-day Pro trial