# secedgar-mcp-server This MCP server queries SEC EDGAR filings, XBRL financials, and company records. Use it when an agent needs filings or ownership data. - MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 11 - Author: cyanheads - License: Apache-2.0 · policy=link-only · description only; the file stays with the author - Source: https://github.com/cyanheads/secedgar-mcp-server - Updated: 2026-10-24 - HTML: https://affpapa.org/en/nevibecode/mcp/secedgar-mcp-server ## What it 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. ## Requirements - Needs: Node.js (commands run via npx) - Remote server: `https://secedgar.caseyjhand.com/mcp` - Environment variables: `EDGAR_USER_AGENT`, `EDGAR_RATE_LIMIT_COOLDOWN_SECONDS`, `MCP_LOG_LEVEL`, `MCP_TRANSPORT_TYPE`, `MCP_HTTP_HOST`, `MCP_HTTP_PORT`, `MCP_HTTP_ENDPOINT_PATH`, `MCP_PUBLIC_URL`, `MCP_AUTH_MODE` — keys and tokens: ask the human for the values, never commit them or put them in shared files. ## Install ### Claude Code (native platform) 1. **Platform CLI: remote server** ```bash claude mcp add --transport http secedgar-mcp-server https://secedgar.caseyjhand.com/mcp ``` 2. **Platform CLI** ```bash claude mcp add --env EDGAR_USER_AGENT= --env EDGAR_RATE_LIMIT_COOLDOWN_SECONDS= --env MCP_LOG_LEVEL= --env MCP_TRANSPORT_TYPE= --env MCP_HTTP_HOST= --transport stdio secedgar-mcp-server -- npx -y @cyanheads/secedgar-mcp-server ``` Replace <…> with your own values. 4 more environment variables are in the server README ### Codex 1. **Platform CLI: remote server** ```bash codex mcp add secedgar-mcp-server --url https://secedgar.caseyjhand.com/mcp ``` 2. **Platform CLI** ```bash codex mcp add secedgar-mcp-server --env EDGAR_USER_AGENT= --env EDGAR_RATE_LIMIT_COOLDOWN_SECONDS= --env MCP_LOG_LEVEL= --env MCP_TRANSPORT_TYPE= --env MCP_HTTP_HOST= -- npx -y @cyanheads/secedgar-mcp-server ``` Replace <…> with your own values. 4 more environment variables are in the server README ### Cursor **Config file** File `.cursor/mcp.json`: ```json { "mcpServers": { "secedgar-mcp-server": { "url": "https://secedgar.caseyjhand.com/mcp" } } } ``` File `.cursor/mcp.json`: ```json { "mcpServers": { "secedgar-mcp-server": { "command": "npx", "args": [ "-y", "@cyanheads/secedgar-mcp-server" ], "env": { "EDGAR_USER_AGENT": "", "EDGAR_RATE_LIMIT_COOLDOWN_SECONDS": "", "MCP_LOG_LEVEL": "", "MCP_TRANSPORT_TYPE": "", "MCP_HTTP_HOST": "" } } } } ``` Replace <…> with your own values. 4 more environment variables are in the server README ### GitHub Copilot **Config file** File `.vscode/mcp.json`: ```json { "servers": { "secedgar-mcp-server": { "type": "http", "url": "https://secedgar.caseyjhand.com/mcp" } } } ``` File `.vscode/mcp.json`: ```json { "servers": { "secedgar-mcp-server": { "type": "stdio", "command": "npx", "args": [ "-y", "@cyanheads/secedgar-mcp-server" ], "env": { "EDGAR_USER_AGENT": "", "EDGAR_RATE_LIMIT_COOLDOWN_SECONDS": "", "MCP_LOG_LEVEL": "", "MCP_TRANSPORT_TYPE": "", "MCP_HTTP_HOST": "" } } } } ``` Replace <…> with your own values. 4 more environment variables are in the server README ### Gemini CLI 1. **Platform CLI: remote server** ```bash gemini mcp add -t http secedgar-mcp-server https://secedgar.caseyjhand.com/mcp ``` 2. **Platform CLI** ```bash gemini mcp add -e EDGAR_USER_AGENT= -e EDGAR_RATE_LIMIT_COOLDOWN_SECONDS= -e MCP_LOG_LEVEL= -e MCP_TRANSPORT_TYPE= -e MCP_HTTP_HOST= secedgar-mcp-server npx -y @cyanheads/secedgar-mcp-server ``` Replace <…> with your own values. 4 more environment variables are in the server README ## When to use it - 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 - 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. ## Similar - [Filings Intel MCP](https://affpapa.org/en/nevibecode/mcp/filings-intel-mcp.md) — MCP server · ★ 1 - [longbridge-content](https://affpapa.org/en/nevibecode/skills/longbridge-content.md) — skill · 3100 installs - [Drillr — The financial MCP for AI agents](https://affpapa.org/en/nevibecode/mcp/drillr-the-financial-mcp-for-ai-agents.md) — MCP server · ★ 10 - [RoboSystems](https://affpapa.org/en/nevibecode/mcp/robosystems.md) — MCP server · ★ 29 - [Canli Fundamentals](https://affpapa.org/en/nevibecode/mcp/canli-fundamentals.md) — MCP server · ★ 5 - [EdgarTools](https://affpapa.org/en/nevibecode/mcp/edgartools.md) — MCP server · ★ 2817 --- NeVibeCode on affpapa.org. 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