# EdgarTools

An MCP server that pulls SEC EDGAR filings into your agent: financial statements, insider trades, fund holdings. No API key, but a contact email is required.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 2814
- Author: dgunning
- License: MIT · policy=link-only · description only; the file stays with the author
- Source: https://github.com/dgunning/edgartools
- Updated: 2026-10-24
- HTML: https://affpapa.org/en/nevibecode/mcp/edgartools

## What it does

EdgarTools exposes SEC EDGAR to your agent over MCP. It ships 13 tools and 7 prompts covering financial statements, insider transactions from Form 4, institutional holdings from 13F, proxy statements and other filing types. Filings come back as typed Python objects and DataFrames instead of raw HTML or XML.

The server runs through `uvx edgartools` in your own process. There is no key or signup, yet SEC wants a contact email on every request, passed as the `EDGAR_IDENTITY` environment variable. Skip it and the requests fail. SEC's fair-access cap of 10 requests a second still applies, and the server stays under it.

Full-text search reaches filings back to 2001, and you can filter by form type and date range or follow the live filing feed. Statements are available across several years, by quarter, or as trailing twelve months. Rows are standardized across filers, so a bank and a chipmaker report the same “Total Revenue” label.

## Requirements
- Needs: Python and uv (commands run via uvx)
- Environment variables: `EDGAR_IDENTITY` — keys and tokens: ask the human for the values, never commit them or put them in shared files.

## Install

### Claude Code (native platform)

**Platform CLI**
```bash
claude mcp add edgartools -e EDGAR_IDENTITY=<EDGAR_IDENTITY> -- uvx edgartools
```
Replace <…> with your own values. uvx runs the command named after the package; if the README names another one, use uvx --from edgartools <command>

### Codex

**Platform CLI**
```bash
codex mcp add edgartools --env EDGAR_IDENTITY=<EDGAR_IDENTITY> -- uvx edgartools
```
Replace <…> with your own values. uvx runs the command named after the package; if the README names another one, use uvx --from edgartools <command>

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "edgartools": {
            "command": "uvx",
            "args": [
                "edgartools"
            ],
            "env": {
                "EDGAR_IDENTITY": "<EDGAR_IDENTITY>"
            }
        }
    }
}
```
Replace <…> with your own values. uvx runs the command named after the package; if the README names another one, use uvx --from edgartools <command>

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "edgartools": {
            "type": "stdio",
            "command": "uvx",
            "args": [
                "edgartools"
            ],
            "env": {
                "EDGAR_IDENTITY": "<EDGAR_IDENTITY>"
            }
        }
    }
}
```
Replace <…> with your own values. uvx runs the command named after the package; if the README names another one, use uvx --from edgartools <command>

### Gemini CLI

**Platform CLI**
```bash
gemini mcp add -e EDGAR_IDENTITY=<EDGAR_IDENTITY> edgartools uvx edgartools
```
Replace <…> with your own values. uvx runs the command named after the package; if the README names another one, use uvx --from edgartools <command>

## When to use it
- pull several years of a company's financial statements
- search filing text for a keyword
- parse insider trades from Form 4
- get a fund's 13F portfolio
- compare one metric across companies

## Example prompts
- Show me NVDA revenue for the last five years
- Find every 10-K filed in 2025 that mentions tariffs
- Parse the latest TSLA Form 4 into a table

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