SEC MCP Server

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.

19 tools + 4 prompts. Free tier included. No credit card required.

12,000+ companies | 186K+ insider filings | 200ms median response | 1,800+ GitHub stars
Start 14-day trial Setup Guide (60 seconds)
Zero 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.

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", ...]

}

}

19 SEC Research Tools for AI Agents

Everything an AI agent needs for SEC EDGAR research and financial data analysis.

Analyze

analyze_filing

Paste any SEC URL — auto-detect form, return intelligence

Notes

edgar_notes

Personal research notes attached to filings

Research (9 tools)

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

live_filings

Real-time SEC filing stream (48h)

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

Professional Tier

4 MCP Prompts for SEC Analysis

Pre-built multi-step workflows that chain tools into complete analyses.

risk_surveillance

Monitor a company for red flags — material events, insider selling, disclosure changes, institutional shifts. Outputs a RED FLAG / WATCH / ALL CLEAR assessment.

ownership_intelligence

Track institutional accumulation, insider sentiment patterns, and activist risk. Shows who's buying, who's selling, and what it means.

competitive_landscape

Compare a company against peers on financials, health scores, and insider confidence. Returns peer rankings across every dimension.

build_financial_model

Tell Claude to build you a financial model. It pulls 5 years of SEC financials, calibrates assumptions from health scores, and outputs an Excel workbook with bear/base/bull scenarios — ready to edit, ready to present.

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 try: "Research Apple's latest financials and insider activity"

Not using an AI agent? Use edgar.tools directly in the browser — no setup required.

Free to Start. Pro When You Need It.

Free

$0/month

  • All 19 tools accessible
  • 100 API calls/day
  • Truncated results (3 insiders, 3 events)
  • No prompts
  • No filtering (form, date, type)
Recommended

Professional

$24.99/month

  • Full results — all data, no truncation
  • 4 commercial prompts
  • 500 API calls/day
  • Health scores, sentiment, trends
  • Form, date, and type filtering
Start 14-day trial

Building agents that hit MCP heavily? Our Builder tier ($499/mo, waitlist) bundles unmetered MCP with 100K API calls/day, weekly bulk parquet drops, and a webhook firehose.

Frequently Asked Questions

The edgar.tools MCP server gives AI agents — Claude, ChatGPT, Gemini, Cursor, Windsurf, and custom agents — structured access to SEC filing data through the Model Context Protocol. 19 tools across 7 categories cover company research, insider trading, material events, financial analysis, mutual funds, and investment advisers. Free tier includes all 19 tools with 100 daily calls.
Two ways to connect. For Claude Desktop 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. Free tier gives you all 19 tools with truncated results and 100 API calls per day, resetting daily. Professional ($24.99/month) unlocks full results, 4 commercial prompts, filtering, and 500 calls/day. No credit card required to start.
The open-source edgartools MCP (11 tools, 7 prompts, 1,800+ GitHub stars) provides raw EDGAR data and runs locally. The commercial edgar.tools MCP (19 tools, 4 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. edgar.tools ships 19 MCP tools — analyze_filing, financial_snapshot, insider_activity, material_events, and 15 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 19 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.

Not a developer? Use edgar.tools directly in the browser — no setup required.

Ready to Wire Claude into SEC EDGAR?

19 tools. 4 prompts. The full EDGAR universe. 14-day Pro trial.

Start 14-day trial

No credit card required. 14-day Professional trial included.