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
Installation Options Docker (Recommended)
Python/pip
uvx
The fastest way to get started is using Docker:
Pull the Docker image
docker pull stefanoamorelli/sec-edgar-mcp:latest
Configure your MCP client
Add this to your MCP client configuration: { "mcpServers" : { "sec-edgar-mcp" : { "command" : "docker" , "args" : [ "run" , "-i" , "--rm" , "-e" , "SEC_EDGAR_USER_AGENT=Your Name (name@domain.com)" , "stefanoamorelli/sec-edgar-mcp:latest" ], "env" : {} } } }
Test the connection
Your MCP client should now discover the SEC Edgar tools automatically.
Install directly from PyPI:
Install the package
pip install sec-edgar-mcp
Set environment variable
export SEC_EDGAR_USER_AGENT = "Your Name (name@domain.com)"
Configure MCP client
{ "mcpServers" : { "sec-edgar-mcp" : { "command" : "python" , "args" : [ "-m" , "sec_edgar_mcp.server" ], "env" : { "SEC_EDGAR_USER_AGENT" : "Your Name (name@domain.com)" } } } }
Run directly without installation using uvx:
Configure MCP client
Add this to your MCP client configuration: { "mcpServers" : { "sec-edgar-mcp" : { "command" : "uvx" , "args" : [ "--from" , "git+https://github.com/stefanoamorelli/sec-edgar-mcp.git" , "sec-edgar-mcp" ], "env" : { "SEC_EDGAR_USER_AGENT" : "Your Name (name@domain.com)" } } } }
Test the connection
Your MCP client should now discover the SEC Edgar tools automatically.
uvx automatically handles package installation and updates, making it ideal for quick setup without managing Python environments.
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.
First Steps 1. Verify Installation Once configured, your MCP client should automatically discover these tools:
Company Tools
lookup_company_cikget_company_infoget_company_facts
Filing Tools
get_recent_filingsget_filing_contentanalyze_8k_filing
Financial Tools
get_financial_statementsextract_financial_data
Insider Tools
get_insider_transactionsanalyze_form_345 2. Try Your First Query Ask your AI assistant:
Example Query 1
Example Query 2
Example Query 3
"What's Apple's latest 10-K filing?"
Each tool includes comprehensive instructions to prevent AI hallucination and ensure responses are based only on actual SEC filing data with clickable verification links.
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 (name@domain.com)" , "stefanoamorelli/sec-edgar-mcp:latest" ] } } }
Any MCP-compatible client can use SEC Edgar MCP. The configuration format may vary slightly, but the core setup remains the same:
Specify the command to run the server
Set the SEC_EDGAR_USER_AGENT environment variable
The client will discover tools automatically via the MCP protocol
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)
Ensure your User-Agent includes a valid email address
Check your internet connection
The SEC may temporarily rate limit requests
Next Steps