What it does

The server connects Claude to the SEC's EDGAR filing system, providing programmatic access to company financial statements, regulatory filings, and insider trading data. It retrieves 10-K annual reports, 10-Q quarterly filings, and 8-K current reports; parses XBRL-structured financial data (balance sheets, income statements, cash flows); and indexes Form 3/4/5 insider transactions. Built on the edgartools library, it handles CIK (Central Index Key) lookup and company fact retrieval, with all responses linked to official SEC filing URLs for verification.

Who it's for

Financial analysts, compliance officers, and investment researchers who need programmatic access to public company filings and SEC data. Also valuable for AI agents conducting due diligence, auditing company disclosures, or tracking insider activity without manual filing downloads.

Common use cases

• Query company balance sheets and income statements from SEC filings with exact numeric precision
• Look up Form 4/5 insider trading transactions to monitor executive activity and trading patterns
• Retrieve and extract sections from regulatory filings (10-K, 10-Q, 8-K) for specific companies by CIK or ticker
• Extract cash flow statements and financial metrics from XBRL-parsed data across multiple reporting periods
• Verify company facts and cross-reference historical financial trends against official SEC disclosures

Setup pitfalls

• Requires a custom User-Agent header via SEC_EDGAR_USER_AGENT env var (format: "Your Name (your@email.com)") — SEC blocks requests without it
• Default Docker transport requires -i flag for MCP's JSON-RPC stdio communication; use streamable-http mode for non-stdio platforms like Dify
• Python 3.11+ required; available via pip, conda, or uv
• HTTP transport mode has no built-in authentication — use only on private networks