secedgar-mcp-server — Claude Code MCP server: data and setup
This MCP server queries SEC EDGAR filings, XBRL financials, and company records. Use it when an agent needs filings or ownership data.
claude mcp add --transport http secedgar-mcp-server https://secedgar.caseyjhand.com/mcpWhat secedgar-mcp-server does
secedgar-mcp-server lets an agent search SEC EDGAR by ticker, company name, or CIK, browse filings, and retrieve document text. It also exposes historical XBRL values, company comparisons, insider transactions, institutional holdings, blockholders, and fund portfolios.
The package includes tools for financial and filing queries, two resources covering XBRL concepts and filing types, plus a company-analysis prompt. You can connect through the public Streamable HTTP endpoint or run it locally with npx. No API key is required. Archive full-text searches before 2001 need a ticker or CIK scope, while the archive reaches back to 1993.
What it helps with
- look up a company by ticker, name, or CIK
- search SEC filings by text or form
- compare financial concepts across companies
- inspect insider trades and institutional holdings
- trace blockholders and material 8-K events
Example prompts for the agent
- Find a company by its ticker and show its latest SEC filings.
- Compare several companies using selected financial concepts over matching periods.
- Analyze this company’s filings for trends, risk factors, and material events.
How to install secedgar-mcp-server
1Platform CLI: remote server
claude mcp add --transport http secedgar-mcp-server https://secedgar.caseyjhand.com/mcp2Platform CLI
claude mcp add --env EDGAR_USER_AGENT=<EDGAR_USER_AGENT> --env EDGAR_RATE_LIMIT_COOLDOWN_SECONDS=<EDGAR_RATE_LIMIT_COOLDOWN_SECONDS> --env MCP_LOG_LEVEL=<MCP_LOG_LEVEL> --env MCP_TRANSPORT_TYPE=<MCP_TRANSPORT_TYPE> --env MCP_HTTP_HOST=<MCP_HTTP_HOST> --transport stdio secedgar-mcp-server -- npx -y @cyanheads/secedgar-mcp-serverReplace <…> with your own values. 4 more environment variables are in the server README
1Platform CLI: remote server
codex mcp add secedgar-mcp-server --url https://secedgar.caseyjhand.com/mcp2Platform CLI
codex mcp add secedgar-mcp-server --env EDGAR_USER_AGENT=<EDGAR_USER_AGENT> --env EDGAR_RATE_LIMIT_COOLDOWN_SECONDS=<EDGAR_RATE_LIMIT_COOLDOWN_SECONDS> --env MCP_LOG_LEVEL=<MCP_LOG_LEVEL> --env MCP_TRANSPORT_TYPE=<MCP_TRANSPORT_TYPE> --env MCP_HTTP_HOST=<MCP_HTTP_HOST> -- npx -y @cyanheads/secedgar-mcp-serverReplace <…> with your own values. 4 more environment variables are in the server README
Config file
{
"mcpServers": {
"secedgar-mcp-server": {
"url": "https://secedgar.caseyjhand.com/mcp"
}
}
}{
"mcpServers": {
"secedgar-mcp-server": {
"command": "npx",
"args": [
"-y",
"@cyanheads/secedgar-mcp-server"
],
"env": {
"EDGAR_USER_AGENT": "<EDGAR_USER_AGENT>",
"EDGAR_RATE_LIMIT_COOLDOWN_SECONDS": "<EDGAR_RATE_LIMIT_COOLDOWN_SECONDS>",
"MCP_LOG_LEVEL": "<MCP_LOG_LEVEL>",
"MCP_TRANSPORT_TYPE": "<MCP_TRANSPORT_TYPE>",
"MCP_HTTP_HOST": "<MCP_HTTP_HOST>"
}
}
}
}Replace <…> with your own values. 4 more environment variables are in the server README
Config file
{
"servers": {
"secedgar-mcp-server": {
"type": "http",
"url": "https://secedgar.caseyjhand.com/mcp"
}
}
}{
"servers": {
"secedgar-mcp-server": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"@cyanheads/secedgar-mcp-server"
],
"env": {
"EDGAR_USER_AGENT": "<EDGAR_USER_AGENT>",
"EDGAR_RATE_LIMIT_COOLDOWN_SECONDS": "<EDGAR_RATE_LIMIT_COOLDOWN_SECONDS>",
"MCP_LOG_LEVEL": "<MCP_LOG_LEVEL>",
"MCP_TRANSPORT_TYPE": "<MCP_TRANSPORT_TYPE>",
"MCP_HTTP_HOST": "<MCP_HTTP_HOST>"
}
}
}
}Replace <…> with your own values. 4 more environment variables are in the server README
1Platform CLI: remote server
gemini mcp add -t http secedgar-mcp-server https://secedgar.caseyjhand.com/mcp2Platform CLI
gemini mcp add -e EDGAR_USER_AGENT=<EDGAR_USER_AGENT> -e EDGAR_RATE_LIMIT_COOLDOWN_SECONDS=<EDGAR_RATE_LIMIT_COOLDOWN_SECONDS> -e MCP_LOG_LEVEL=<MCP_LOG_LEVEL> -e MCP_TRANSPORT_TYPE=<MCP_TRANSPORT_TYPE> -e MCP_HTTP_HOST=<MCP_HTTP_HOST> secedgar-mcp-server npx -y @cyanheads/secedgar-mcp-serverReplace <…> with your own values. 4 more environment variables are in the server README
Step by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about secedgar-mcp-server
How do I install secedgar-mcp-server in Claude Code?
To use the public HTTP server, run claude mcp add --transport http secedgar-mcp-server https://secedgar.caseyjhand.com/mcp.
What does secedgar-mcp-server do?
It queries SEC EDGAR filings, XBRL financial data, and company records. It also covers ownership research, insider transactions, and fund holdings.
Do I need an API key to use the server?
No API key is required. A local npx setup can use EDGAR_USER_AGENT and the listed MCP server settings.
