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Prerequisites

System Requirements

  • Python 3.11 or higher
  • Docker (optional, but recommended)
  • MCP-compatible client (Claude Desktop, etc.)

SEC Requirements

  • Valid User-Agent header for SEC API access
  • Email address for identification

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Installation Options

Important: You must provide a valid SEC_EDGAR_USER_AGENT that includes your name and email address. The SEC requires this for API access and may block requests without proper identification.

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First Steps

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1. Verify Installation

Once configured, your MCP client should automatically discover these tools:

Company Tools

  • lookup_company_cik
  • get_company_info
  • get_company_facts

Filing Tools

  • get_recent_filings
  • get_filing_content
  • analyze_8k_filing

Financial Tools

  • get_financial_statements
  • extract_financial_data

Insider Tools

  • get_insider_transactions
  • analyze_form_345

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2. Try Your First Query

Ask your AI assistant: 
"What's Apple's latest 10-K filing?"

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3. Explore the Tools

Each tool includes comprehensive instructions to prevent AI hallucination and ensure responses are based only on actual SEC filing data with clickable verification links.

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Common MCP Clients

  • Claude Desktop
  • Other MCP Clients
Add the configuration to ~/.config/claude-desktop/config.json:
{
  "mcpServers": {
    "sec-edgar-mcp": {
      "command": "docker",
      "args": [
        "run", "-i", "--rm",
        "-e", "SEC_EDGAR_USER_AGENT=Your Name ([email protected])",
        "stefanoamorelli/sec-edgar-mcp:latest"
      ]
    }
  }
}

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Troubleshooting

  • Verify Python 3.11+ is installed
  • Check that the SEC_EDGAR_USER_AGENT environment variable is set
  • Ensure Docker is running (if using Docker method)
  • Restart your MCP client after adding the configuration
  • Check the client logs for connection errors
  • Verify the JSON configuration syntax is valid
  • Ensure your User-Agent includes a valid email address
  • Check your internet connection
  • The SEC may temporarily rate limit requests

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Next Steps

Explore Tools

Learn about all available SEC Edgar tools

Configuration

Advanced configuration options and settings

Use Cases

Real-world examples and use cases

Troubleshooting

Solutions for common issues