Learn how to configure SEC EDGAR MCP for your specific needs, including environment variables, client settings, and advanced options.

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Environment Variables

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Required Configuration

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SEC_EDGAR_USER_AGENT
string
required
Your identification string for SEC EDGAR API access. Must include your name and email.Format: "Your Name (your.email@domain.com)"Example: "John Doe (john.doe@example.com)"
The SEC requires this for API access. Requests without a valid user agent may be blocked.

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Optional Configuration

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PYTHONPATH
string
Path to the SEC EDGAR MCP directory (only needed for local development).Example: /home/user/sec-edgar-mcp:$PYTHONPATH
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LOG_LEVEL
string
default:"INFO"
Logging verbosity level.Options: DEBUG, INFO, WARNING, ERROR, CRITICAL
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CACHE_DIR
string
default:"~/.cache/sec-edgar-mcp"
Directory for caching ticker-to-CIK mappings and other data.

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Setting Environment Variables

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Temporary (Current Session)

export SEC_EDGAR_USER_AGENT="Your Name (your.email@domain.com)"
export LOG_LEVEL="DEBUG"

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Permanent (All Sessions)

Add to ~/.bashrc, ~/.zshrc, or ~/.profile:
echo 'export SEC_EDGAR_USER_AGENT="Your Name (your.email@domain.com)"' >> ~/.bashrc
source ~/.bashrc

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MCP Client Configuration

Configure your MCP client to use SEC EDGAR MCP:

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Claude Desktop

{
  "mcpServers": {
    "sec-edgar-mcp": {
      "command": "docker",
      "args": [
        "run",
        "--rm",
        "-e",
        "SEC_EDGAR_USER_AGENT=Your Name (your.email@domain.com)",
        "stefanoamorelli/sec-edgar-mcp:latest"
      ],
      "env": {}
    }
  }
}

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Cline (VS Code)

Add to your VS Code settings (settings.json): 
{
  "cline.mcpServers": {
    "sec-edgar-mcp": {
      "command": "docker",
      "args": [
        "run",
        "--rm",
        "-e",
        "SEC_EDGAR_USER_AGENT=Your Name (your.email@domain.com)",
        "stefanoamorelli/sec-edgar-mcp:latest"
      ]
    }
  }
}

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Continue.dev

Add to your Continue configuration: 
{
  "models": [
    {
      "title": "Claude with SEC EDGAR",
      "provider": "anthropic",
      "model": "claude-3-sonnet",
      "mcpServers": {
        "sec-edgar-mcp": {
          "command": "docker",
          "args": [
            "run",
            "--rm",
            "-e",
            "SEC_EDGAR_USER_AGENT=Your Name (your.email@domain.com)",
            "stefanoamorelli/sec-edgar-mcp:latest"
          ]
        }
      }
    }
  ]
}

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Advanced Configuration

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Performance Tuning

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Proxy Configuration

If you’re behind a corporate proxy: 
# HTTP proxy
export HTTP_PROXY=http://proxy.company.com:8080
export HTTPS_PROXY=http://proxy.company.com:8080

# Proxy with authentication
export HTTP_PROXY=http://username:password@proxy.company.com:8080

# No proxy for local addresses
export NO_PROXY=localhost,127.0.0.1,.company.com

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Logging Configuration

Control logging output for debugging: 
# Set log level
export LOG_LEVEL=DEBUG

# Log to file
export LOG_FILE=/var/log/sec-edgar-mcp.log

# Disable colored output
export NO_COLOR=1

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Configuration Best Practices

1

Use Environment Files

Create a .env file for your configuration:
# .env file
SEC_EDGAR_USER_AGENT="Your Name (your.email@domain.com)"
LOG_LEVEL=INFO
CACHE_DIR=/opt/sec-edgar-cache
Load it before running:
source .env
docker run --env-file .env stefanoamorelli/sec-edgar-mcp:latest
2

Validate Configuration

Test your configuration before using in production:
# Test configuration
docker run --rm \
  -e SEC_EDGAR_USER_AGENT="$SEC_EDGAR_USER_AGENT" \
  stefanoamorelli/sec-edgar-mcp:latest \
  --validate-config
3

Secure Sensitive Data

Never commit sensitive configuration to version control:
# Add to .gitignore
echo ".env" >> .gitignore
echo "*.env" >> .gitignore

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Troubleshooting Configuration

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Next Steps

Client Integration

Connect SEC EDGAR MCP to your AI assistant

First Query

Make your first SEC EDGAR query
Created and maintained by Stefano Amorelli. Built together with the community.