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Tool Categories

SEC Edgar MCP provides comprehensive tools organized into four main categories, each designed to access different aspects of SEC EDGAR data with exact precision and verifiable references.

Company Tools

Look up companies, get basic information, and access company facts

Filing Tools

Access recent filings, analyze content, and extract specific sections

Financial Tools

Extract financial statements with direct XBRL parsing for exact precision

Insider Trading Tools

Monitor insider transactions and analyze Form 3, 4, and 5 filings

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Core Principles

All SEC Edgar MCP tools follow these core principles:

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Exact Precision

  • No Rounding: Financial data maintains exact numeric precision as filed with the SEC
  • Direct XBRL Parsing: Uses regex patterns to extract data directly from SEC filings
  • Deterministic Processing: Consistent, repeatable results based solely on filing data

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Verifiable References

  • SEC URLs: Every response includes clickable links to original SEC filings
  • Filing Metadata: Complete accession numbers, filing dates, and form types
  • Source Attribution: Clear indication of data source and extraction method

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AI Safety Features

  • Deterministic Responses: Strict instructions prevent AI hallucination
  • Filing-Only Data: Responses based exclusively on actual SEC filing content
  • Verification Links: Users can independently verify all data at provided SEC URLs

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Available Tools

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Company Tools

Purpose: Convert company ticker symbols to CIK numbers for more reliable API callsParameters:
  • ticker (string): Company ticker symbol (e.g., “AAPL”)
Returns: CIK number and suggestion to use CIK for better performanceExample Use: Find Apple’s CIK number to use in other tools
Purpose: Get detailed company information including basic facts and identifiersParameters:
  • identifier (string): Company CIK, ticker, or name
Returns: Company details, SIC code, exchange, state, fiscal year endExample Use: Get comprehensive company profile information
Purpose: Extract key financial metrics from company facts databaseParameters:
  • identifier (string): Company CIK, ticker, or name
Returns: Latest financial metrics with exact values and filing referencesExample Use: Get current financial snapshot of a company

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Filing Tools

Purpose: Get recent SEC filings for a company or across all companiesParameters:
  • identifier (string, optional): Company CIK, ticker, or name
  • form_type (string/array, optional): Specific form types (e.g., “10-K”, [“10-K”, “10-Q”])
  • days (number): Number of days to look back (default: 30)
  • limit (number): Maximum number of results (default: 50)
Returns: List of filings with metadata and direct SEC linksExample Use: Monitor recent 8-K filings for material events
Purpose: Get the complete content of a specific SEC filingParameters:
  • identifier (string): Company CIK, ticker, or name
  • accession_number (string): SEC accession number
Returns: Full filing text content with structured data extractionExample Use: Read the complete text of a 10-K filing
Purpose: Analyze 8-K filings for specific material events and press releasesParameters:
  • identifier (string): Company CIK, ticker, or name
  • accession_number (string): 8-K filing accession number
Returns: Detailed analysis of 8-K items, events, and press releasesExample Use: Analyze what triggered a specific 8-K filing
Purpose: Extract specific sections from 10-K or 10-Q filingsParameters:
  • identifier (string): Company CIK, ticker, or name
  • accession_number (string): Filing accession number
  • form_type (string): “10-K” or “10-Q”
Returns: Business section, risk factors, MD&A, and other key sectionsExample Use: Get just the risk factors section from a 10-K

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Financial Tools

Purpose: Extract complete financial statements with direct XBRL parsingParameters:
  • identifier (string): Company CIK, ticker, or name
  • statement_type (string): “income”, “balance”, “cash”, or “all”
Returns: Financial statements with exact precision and filing referencesExample Use: Get Tesla’s latest income statement with exact numbers
Purpose: Extract specific XBRL concepts with exact values from filingsParameters:
  • identifier (string): Company CIK, ticker, or name
  • concepts (array, optional): Specific XBRL concepts to extract
  • accession_number (string, optional): Specific filing
  • form_type (string): Filing form type (default: “10-K”)
Returns: Exact XBRL concept values with context and period informationExample Use: Get exact revenue figure from latest 10-K
Purpose: Discover all available financial metrics for a companyParameters:
  • identifier (string): Company CIK, ticker, or name
  • search_term (string, optional): Filter metrics by search term
Returns: List of available metrics with counts and latest periodsExample Use: See what financial metrics are available for analysis

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Insider Trading Tools

Purpose: Get insider trading transactions from Form 3, 4, and 5 filingsParameters:
  • identifier (string): Company CIK, ticker, or name
  • days (number): Number of days to look back (default: 90)
  • transaction_type (string, optional): Filter by transaction type
Returns: Detailed insider transactions with exact values and datesExample Use: Monitor recent insider buying/selling activity
Purpose: Detailed analysis of specific Form 3, 4, or 5 insider filingsParameters:
  • identifier (string): Company CIK, ticker, or name
  • accession_number (string): Form 3/4/5 accession number
Returns: Complete insider transaction analysis with all detailsExample Use: Analyze a specific insider’s large transaction

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Tool Usage Patterns

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Basic Company Research

  1. Start with company lookup: Use lookup_company_cik to get reliable CIK
  2. Get company profile: Use get_company_info for basic information
  3. Check recent activity: Use get_recent_filings to see latest filings

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Financial Analysis

  1. Get financial statements: Use get_financial_statements for complete data
  2. Extract specific metrics: Use get_xbrl_concepts for precise values
  3. Compare periods: Use multiple calls to analyze trends

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Due Diligence

  1. Company background: Start with get_company_info
  2. Recent filings review: Use get_recent_filings and analyze_8k_filing
  3. Financial health: Use get_financial_statements
  4. Insider activity: Use get_insider_transactions

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Compliance Monitoring

  1. Monitor filings: Regular get_recent_filings calls
  2. Analyze events: Use analyze_8k_filing for material events
  3. Track insider trading: Use get_insider_transactions

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Data Quality Guarantees

Exact Precision Promise: All financial data is extracted directly from SEC XBRL filings with exact numeric precision. No estimates, calculations, or rounding are applied.

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Verification Process

  1. Independent Verification: All responses include SEC URLs for independent verification
  2. Filing References: Complete accession numbers and filing dates provided
  3. Source Attribution: Clear indication of data extraction method and source

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Error Handling

  • Graceful Failures: Tools return structured error messages when data is unavailable
  • Fallback Methods: Multiple extraction methods ensure maximum data availability
  • Clear Error Messages: Specific error descriptions help diagnose issues

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Rate Limiting and Best Practices

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SEC API Guidelines

  • 10 requests per second maximum (automatically enforced)
  • Required User-Agent header with name and email
  • Respectful usage of SEC resources

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Performance Tips

  • Use CIK numbers instead of tickers for better performance
  • Cache results when possible to reduce API calls
  • Batch requests when analyzing multiple companies

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Error Recovery

  • Retry logic: Built-in retry for transient failures
  • Alternative methods: Multiple extraction approaches for reliability
  • Clear diagnostics: Detailed error messages for troubleshooting

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Next Steps

Company Tools

Start with company lookup and information tools

Financial Analysis

Extract precise financial data from SEC filings

Use Cases

See real-world examples and applications

API Reference

Technical API documentation and schemas