SEC EDGAR MCP provides 21 specialized tools for accessing and analyzing SEC financial data. Each tool is designed for specific use cases and data types based on the actual GitHub repository.

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Available Tools

4 tools for company identification and basic information:
  • get_cik_by_ticker - Convert ticker symbols to CIK numbers
  • get_company_info - Get basic company information
  • search_companies - Search companies by name
  • get_company_facts - Get company facts and data

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Tool Categories Overview

The 21 tools are organized into five main categories:

Company Tools

4 tools for company identification and search
  • Company search by name/ticker
  • CIK lookup and company information

Filing Tools

4 tools for SEC filing access and processing
  • Full text content and section extraction
  • 8-K analysis and filing processing

Financial Tools

7 tools for financial data and analysis
  • Financial statements and metrics
  • XBRL data and segment analysis

Insider Tools

5 tools for insider trading analysis
  • Transaction data and Form 4 analysis
  • Insider sentiment and pattern analysis

Utility Tools

1 tool for enhanced functionality
  • Smart tool recommendations

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Complete Tool Reference

All 21 SEC EDGAR MCP tools organized by category:

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Company Tools (4 tools)

Tool NamePrimary Use CaseLLM Query Example
get_cik_by_tickerConvert ticker → CIK”What is Apple’s CIK number?”
get_company_infoGet basic company info”Tell me about Apple Inc.”
search_companiesFind companies by name”Find all companies with ‘Apple’ in the name”
get_company_factsGet company facts/data”Get basic facts about Microsoft”

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Filing Tools (4 tools)

Tool NamePrimary Use CaseLLM Query Example
get_recent_filingsGet recent filings”Show me Tesla’s recent SEC filings”
get_filing_contentGet full filing text”Get the full content of Apple’s latest 10-K”
analyze_8kAnalyze 8-K filings”Analyze Microsoft’s recent 8-K filing”
get_filing_sectionsExtract filing sections”Extract risk factors from Tesla’s 10-K”

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Financial Tools (7 tools)

Tool NamePrimary Use CaseLLM Query Example
get_financialsGet financial statements”Get Apple’s financial statements for Q4 2024”
get_segment_dataBusiness segment info”Show me Apple’s revenue by business segment”
get_key_metricsKey financial metrics”What are Tesla’s key financial metrics?”
compare_periodsPeriod comparison”Compare Apple’s Q4 2024 vs Q4 2023 revenue”
discover_company_metricsAvailable metrics”What financial metrics are available for Microsoft?”
get_xbrl_conceptsXBRL concept data”Get revenue XBRL data for Apple”
discover_xbrl_conceptsAvailable XBRL concepts”What XBRL concepts are available for Tesla?”

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Insider Trading Tools (5 tools)

Tool NamePrimary Use CaseLLM Query Example
get_insider_transactionsInsider transaction data”Show recent insider transactions for Apple”
get_insider_summaryInsider trading summary”Summarize insider activity for Tesla executives”
get_form4_detailsDetailed Form 4 info”Get details of Microsoft’s latest Form 4 filings”
analyze_form4_transactionsForm 4 analysis”Analyze Apple’s recent Form 4 transactions”
analyze_insider_sentimentInsider sentiment analysis”Analyze insider sentiment for tech executives”

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Utility Tools (1 tool)

Tool NamePrimary Use CaseLLM Query Example
get_recommended_toolsSmart tool suggestions”What tools should I use to analyze Apple’s performance?”

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Common Workflows

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Tool Selection Guide

Choose the right tool based on your specific needs. Each tool is optimized for different types of queries and data access patterns.

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By Data Type

Use Case: Converting tickers to CIKs or getting company infoTool: get_cik_by_tickerExample Query: “What is Tesla’s CIK number?”

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Query Examples

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Financial Analysis Queries

Revenue Analysis

Query: “What was Amazon’s revenue growth last quarter?”Tools: get_cik_by_ticker → get_financials

Profitability Comparison

Query: “Compare the profit margins of Apple and Microsoft”Tools: get_cik_by_ticker → compare_periods

Trend Analysis

Query: “Show me Google’s R&D spending trend over 3 years”Tools: get_cik_by_ticker → get_key_metrics

Filing Analysis

Query: “What are the main risk factors in Tesla’s latest 10-K?”Tools: get_cik_by_ticker → get_recent_filings → get_filing_sections

Insider Analysis

Query: “Show me recent insider transactions for Apple executives”Tools: search_companies → get_insider_transactions → analyze_insider_sentiment

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Performance Tips

1

Use Appropriate Tools

Choose the most specific tool for your needs. Use get_financials for financial data rather than processing full filings.
2

Batch Queries

When analyzing multiple companies, use compare_periods for efficient cross-company queries.
3

Process Large Files

For large filings (>5MB), use get_filing_content with appropriate sections to avoid memory issues.
4

Cache Results

The tools implement intelligent ticker caching and performance optimization for frequently accessed data.

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Error Handling

All tools include robust error handling with descriptive messages: 
{
  "error": {
    "code": "COMPANY_NOT_FOUND",
    "message": "No company found for ticker: INVALID",
    "suggestions": [
      "Verify the ticker symbol is correct",
      "Check if the company is publicly traded",
      "Try using the full company name"
    ]
  }
}
Common error types:
  • COMPANY_NOT_FOUND - Invalid ticker or CIK
  • CONCEPT_NOT_FOUND - Unknown financial concept
  • FILING_NOT_AVAILABLE - Requested filing doesn’t exist
  • RATE_LIMIT_EXCEEDED - Too many requests to SEC API

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Next Steps

See Usage Examples

Learn through practical examples

Try First Query

Get started with your first query
Created and maintained by Stefano Amorelli. Built together with the community.