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Tools

Five tools for querying SEC EDGAR data:

Tool	Description
secedgar_company_search	Find companies and retrieve entity info with optional recent filings
secedgar_search_filings	Full-text search across all EDGAR filing documents since 1993
secedgar_get_filing	Fetch a specific filing's metadata and document content
secedgar_get_financials	Get historical XBRL financial data for a company
secedgar_compare_metric	Compare a financial metric across all reporting companies

secedgar_company_search

Entry point for most EDGAR workflows — resolve tickers, names, or CIKs to entity details.

• Supports ticker symbols (AAPL), company names (Apple), or CIK numbers (320193)
• Optionally includes recent filings with form type filtering
• Returns entity metadata: SIC code, exchanges, fiscal year end, state of incorporation

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secedgar_search_filings

Full-text search across all EDGAR filing documents since 1993.

• Exact phrases ("material weakness"), boolean operators (revenue OR income), wildcards (account*)
• Entity targeting within query string (cik:320193 or ticker:AAPL)
• Date range filtering, form type filtering, pagination up to 10,000 results
• Returns form distribution for narrowing follow-up searches

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secedgar_get_filing

Fetch a specific filing's metadata and document content by accession number.

• Accepts accession numbers in dash or no-dash format
• Converts HTML filings to readable plain text
• Configurable content limit (1K–200K characters, default 50K)
• Can fetch specific exhibits by document name

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secedgar_get_financials

Get historical XBRL financial data for a company with friendly concept name resolution.

• Friendly names like "revenue", "net_income", "eps_diluted" auto-resolve to correct XBRL tags
• Handles historical tag changes (e.g., ASC 606 revenue recognition)
• Automatic deduplication to one value per standard calendar period
• Filter by annual, quarterly, or all periods
• See secedgar://concepts resource for the full mapping

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secedgar_compare_metric

Compare a financial metric across all reporting companies for a specific period.

• Same friendly concept names as secedgar_get_financials
• Supports annual (CY2023), quarterly (CY2024Q2), and instant (CY2023Q4I) periods
• Sorted ranking with configurable limit and direction
• Enriches results with ticker symbols where available

Resources

URI	Description
secedgar://concepts	Common XBRL financial concepts grouped by statement, mapping friendly names to XBRL tags
secedgar://filing-types	Common SEC filing types with descriptions, cadence, and use cases

Prompts

Prompt	Description
secedgar_company_analysis	Guides a structured analysis of a public company's SEC filings: identify recent filings, extract financial trends, surface risk factors, and note material events

Features

Built on @cyanheads/mcp-ts-core:

• Declarative tool definitions — single file per tool, framework handles registration and validation
• Structured output schemas with automatic formatting for human-readable display
• Unified error handling across all tools
• Pluggable auth (none, jwt, oauth)
• Structured logging with request-scoped context
• Runs locally (stdio/HTTP) from the same codebase

SEC EDGAR–specific:

• Rate-limited HTTP client respecting SEC's 10 req/s limit with automatic inter-request delay
• CIK resolution from tickers, company names, or raw CIK numbers with local caching
• Friendly XBRL concept name mapping with historical tag change handling
• HTML-to-text conversion for filing documents via html-to-text
• No API keys required — SEC EDGAR is a free, public API

Getting started

Public Hosted Instance

A public instance is available at https://secedgar.caseyjhand.com/mcp — no installation required. Point any MCP client at it via Streamable HTTP:

{
  "mcpServers": {
    "secedgar-mcp-server": {
      "type": "streamable-http",
      "url": "https://secedgar.caseyjhand.com/mcp"
    }
  }
}

Self-Hosted / Local

Add the following to your MCP client configuration file.

{
  "mcpServers": {
    "secedgar-mcp-server": {
      "type": "stdio",
      "command": "bunx",
      "args": ["@cyanheads/secedgar-mcp-server@latest"],
      "env": {
        "EDGAR_USER_AGENT": "YourAppName [email protected]",
        "MCP_TRANSPORT_TYPE": "stdio"
      }
    }
  }
}

Or with npx (no Bun required):

{
  "mcpServers": {
    "secedgar-mcp-server": {
      "type": "stdio",
      "command": "npx",
      "args": ["-y", "@cyanheads/secedgar-mcp-server@latest"],
      "env": {
        "EDGAR_USER_AGENT": "YourAppName [email protected]",
        "MCP_TRANSPORT_TYPE": "stdio"
      }
    }
  }
}

For Streamable HTTP, set the transport and start the server:

MCP_TRANSPORT_TYPE=http MCP_HTTP_PORT=3010 bun run start:http
# Server listens at http://localhost:3010/mcp

Prerequisites

• Bun v1.3.0 or higher.

Installation

1. Clone the repository:

git clone https://github.com/cyanheads/secedgar-mcp-server.git

2. Navigate into the directory:

cd secedgar-mcp-server

3. Install dependencies:

bun install

4. Build:

bun run build

Configuration

All configuration is validated at startup via Zod schemas in src/config/server-config.ts. Key environment variables:

Variable	Description	Default
EDGAR_USER_AGENT	Required. User-Agent header for SEC compliance. Format: "AppName [email protected]". SEC blocks IPs without a valid User-Agent.	—
EDGAR_RATE_LIMIT_RPS	Max requests/second to SEC APIs. Do not exceed 10.	10
EDGAR_TICKER_CACHE_TTL	Seconds to cache the company tickers lookup file.	3600
MCP_TRANSPORT_TYPE	Transport: stdio or http	stdio
MCP_HTTP_PORT	HTTP server port	3010
MCP_AUTH_MODE	Authentication: none, jwt, or oauth	none
MCP_LOG_LEVEL	Log level (debug, info, warning, error, etc.)	info
LOGS_DIR	Directory for log files (Node.js only).	<project-root>/logs

Running the server

Local development

• Build and run the production version:

  bun run rebuild
  bun run start:http   # or start:stdio
  

• Run checks and tests:

  bun run devcheck     # Lints, formats, type-checks
  bun run test         # Runs test suite
  

Docker

docker build -t secedgar-mcp-server .
docker run -e EDGAR_USER_AGENT="MyApp [email protected]" -p 3010:3010 secedgar-mcp-server

Project structure

Directory	Purpose
src/mcp-server/tools/definitions/	Tool definitions (*.tool.ts). Five SEC EDGAR tools.
src/mcp-server/resources/definitions/	Resource definitions. XBRL concepts and filing types.
src/mcp-server/prompts/definitions/	Prompt definitions. Company analysis prompt.
src/services/edgar/	SEC EDGAR API client, XBRL concept mapping, HTML-to-text conversion.
src/config/	Server-specific environment variable parsing and validation with Zod.
tests/	Unit and integration tests, mirroring the src/ structure.

Development guide

See CLAUDE.md for development guidelines and architectural rules. The short version:

• Handlers throw, framework catches — no try/catch in tool logic
• Use ctx.log for logging, ctx.state for storage
• Register new tools and resources in the createApp() arrays

Contributing

Issues and pull requests are welcome. Run checks and tests before submitting:

bun run devcheck
bun run test

License

This project is licensed under the Apache 2.0 License. See the LICENSE file for details.