Plugs SEC EDGAR filings directly into your agent with 11 read-only tools that hit public endpoints. You get issuer lookup by ticker or name (including private filers), filing search and retrieval, parsed Reg CF/D/A offering details with financials and investor counts, XBRL facts for headline numbers like revenue and assets, and insider trading data from Section 16 forms. Responses are cached in-memory to stay under the SEC's rate limits. Useful when you need to pull live securities data, screen recent raises by state or form type, or let an LLM summarize filing text without leaving the conversation. Works with any MCP client over stdio.
SEC EDGAR filings, inside your agent. An MCP server that
lets an LLM resolve companies, search filings, and pull recent securities offerings straight from
the SEC — built on Anthropic's official mcp Python SDK.
All tools are read-only and hit public SEC endpoints (no API key required).
Status: 11 tools, working today (see below). Published on PyPI as
mcpwright-edgarand in the official MCP Registry. See the roadmap for what's next.
| Tool | What it does |
|---|---|
lookup_issuer(query, limit=10) | Resolve a ticker or company name → CIK, legal name, tickers, exchange. Works for exchange-listed and private / non-exchange filers (Reg CF / Reg A issuers, funds). |
list_filings(cik_or_query, form_type=None, limit=20) | An issuer's most recent filings, newest first. Optional form-type filter (e.g. 10-K, C, D). |
search_filings(query, forms=None, date_from=None, date_to=None, limit=20) | Full-text search across filing documents. |
get_recent_offerings(form="C", since=None, state=None, limit=20) | Recent securities offerings, newest first — form="C" (Reg CF), "D" (Reg D), or "A" (Reg A), optionally filtered by issuer state (e.g. "CA"). |
get_filing(accession_or_url, cik=None) | Open one filing: form, filing date, primary-document link, and every document in the filing. |
get_form_d_details(accession_or_url, cik=None) | Parse a Form D (Reg D) raise: offering amount, sold/remaining, min investment, # investors, industry, revenue range, security types, exemptions, and the officers/directors/promoters. |
get_form_c_details(accession_or_url, cik=None) | Parse a Form C (Reg CF) raise: target/max amount, price, security type, deadline, intermediary, employees, and a two-year financial snapshot (revenue, net income, assets, debt). |
get_company_facts(cik_or_query) | Headline financials from a public company's XBRL facts: latest annual revenue, gross/operating income, net income, assets, liabilities, equity, cash. |
get_filing_text(url, offset=0, max_chars=20000) | Fetch a document's text (HTML stripped) for reading/summarizing — paginated, since filings can exceed 1M characters. |
get_insiders(cik_or_query, limit=25) | A company's insiders (officers, directors, >10% owners) from recent Section 16 filings, with roles. |
get_insider_trades(cik_or_query, limit=20) | Recent insider transactions (Form 4): owner, role, buy/sell/grant, shares, price, shares owned after. |
Requires Python 3.12+. The zero-clone way to run it (the PyPI package is
mcpwright-edgar; the command, server, and tools are all "edgar"):
uvx mcpwright-edgar
claude mcp add edgar -- uvx mcpwright-edgar
Add to claude_desktop_config.json:
{
"mcpServers": {
"edgar": { "command": "uvx", "args": ["mcpwright-edgar"] }
}
}
It's a standard MCP server, so it works with any MCP-capable client — not just Claude. With the OpenAI Agents SDK:
from agents import Agent, Runner
from agents.mcp import MCPServerStdio
async def main():
async with MCPServerStdio(
name="edgar",
params={
"command": "uvx",
"args": ["mcpwright-edgar"],
"env": {"EDGAR_MCP_USER_AGENT": "your-app you@example.com"},
},
) as edgar:
agent = Agent(
name="Analyst",
instructions="Use the EDGAR tools for SEC filings and company data.",
mcp_servers=[edgar],
)
result = await Runner.run(
agent, "Recent Reg D raises in California — who's behind the biggest?"
)
print(result.final_output)
They all launch a stdio MCP server the same way — point yours at:
{
"mcpServers": {
"edgar": {
"command": "uvx",
"args": ["mcpwright-edgar"],
"env": { "EDGAR_MCP_USER_AGENT": "your-app you@example.com" }
}
}
}
Hosted chat connectors (e.g. ChatGPT connectors) expect a remote MCP server over Streamable HTTP;
mcpwright-edgarruns locally over stdio. Running it behind Streamable HTTP for a hosted endpoint is straightforward if you need that.
SEC etiquette: the SEC requires a descriptive
User-Agentwith contact info and rate-limits to ~10 req/s. Set your own via theEDGAR_MCP_USER_AGENTenv var (e.g."your-app your-email@example.com"). The client throttles and retries for you.
Caching: responses are cached in-memory (byte-budgeted LRU) to cut latency and SEC load — immutable filing-archive content for days, the ticker map for 24h, everything else briefly. Set
EDGAR_MCP_CACHE=0to disable.
git clone https://github.com/mcpwright/edgar-mcp && cd edgar-mcp
uv sync
uv run pytest # tests (mocked SEC responses)
uv run ruff check . && uv run ruff format --check . # lint + format
uv run mypy src tests # strict type checking
uv run mcp dev src/edgar_mcp/server.py # poke the tools in the MCP Inspector
get_recent_offerings(form=C|D) — recent Reg CF / Reg D raisesget_filing(accession_or_url) — open a filing and list its documentsget_form_d_details(...) — parse Reg D offering data (amount, investors, people)get_form_c_details(...) — parse Reg CF offering data (target/max, financials, terms)get_insiders / get_insider_trades — Section 16 (Form 3/4/5) insiders & tradesget_recent_offerings (industry isn't filterable — EDGAR omits SIC on these listings; screen via get_form_d_details.industry_group)get_recent_offeringsget_company_facts(cik) — XBRL headline financialsget_filing_text — return a document's text for summarizationmcpwright-edgar) + the official MCP Registry (io.github.mcpwright/edgar-mcp)get_form_a_details — parse Reg A (Form 1-A) offering dataedgar-mcp runs entirely on your machine and collects, stores, or transmits no personal
data — no accounts, no tracking, no telemetry. Its only outbound requests go to the U.S.
SEC's EDGAR services (data.sec.gov, efts.sec.gov, www.sec.gov) to fetch the public
filings you ask for; no API key is needed. One honest note: the SEC's fair-access policy asks
for a descriptive User-Agent with contact info (EDGAR_MCP_USER_AGENT="your-app you@example.com") — whatever you set there is sent to the SEC with each request, and nowhere
else. Responses are cached in memory only; nothing is persisted to disk.
Full policy: https://mcpwright.com/privacy/
Contributions welcome — and if you build something with it, I'd love to hear about it.
Part of mcpwright · built by Devender Gollapally
EDGAR_MCP_USER_AGENTDescriptive User-Agent with contact info, which the SEC requests (e.g. 'your-app you@example.com'). Optional but recommended.
io.github.ericm1018/skillfm-llm-cost-optimizer-openai-anthropic-usage
io.github.mikerawsonnz/llm-orchestration-agent
io.github.mikerawsonnz/authenticated-llm-agent
labforgedev/copilot-memory-mcp
csoai-org/agent-prompt-injection-firewall-mcp
io.github.mikerawsonnz/authenticated-multi-llm-agent