io.github.cyanheads/secedgar-mcp-server

up checked 2026-11-11T01:38:18.712Z

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Publisher-provided description

Query SEC EDGAR filings, XBRL financials, and company data via MCP. STDIO or Streamable HTTP.

Summary by lookupd

Lets agents search SEC EDGAR filings, pull XBRL financials, compare companies, and query insider, 13F, and beneficial ownership data.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http secedgar-mcp-server https://secedgar.caseyjhand.com/mcp

Claude Code, npm package (stdio)

claude mcp add secedgar-mcp-server -- npx -y @cyanheads/secedgar-mcp-server

Claude Code, npm package (stdio)

claude mcp add secedgar-mcp-server -- npx -y @cyanheads/secedgar-mcp-server

Codex, remote (streamable-http)

codex mcp add secedgar-mcp-server --url https://secedgar.caseyjhand.com/mcp

Codex, npm package (stdio)

codex mcp add secedgar-mcp-server -- npx -y @cyanheads/secedgar-mcp-server

Codex, npm package (stdio)

codex mcp add secedgar-mcp-server -- npx -y @cyanheads/secedgar-mcp-server

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "secedgar-mcp-server": {
      "url": "https://secedgar.caseyjhand.com/mcp"
    }
  }
}

Cursor, npm package (stdio) → .cursor/mcp.json

{
  "mcpServers": {
    "secedgar-mcp-server": {
      "command": "npx",
      "args": [
        "-y",
        "@cyanheads/secedgar-mcp-server"
      ]
    }
  }
}

Cursor, npm package (stdio) → .cursor/mcp.json

{
  "mcpServers": {
    "secedgar-mcp-server": {
      "command": "npx",
      "args": [
        "-y",
        "@cyanheads/secedgar-mcp-server"
      ]
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (16 tools)

Publisher-provided text

• secedgar_company_search Find companies and retrieve entity info with optional recent filings. Entry point for most EDGAR workflows — resolves tickers, names, or CIKs to entity details,
• secedgar_search_filings Search EDGAR filings since 1993. Full-text search covers 2001-present (the EFTS index floor); pre-2001 date ranges (to 1993) are served from the archives by for
• secedgar_get_filing Fetch a specific filing's metadata and document content by accession number. Returns the primary document as readable text. Use offset/next_offset for multi-pag
• secedgar_get_financials Get historical XBRL financial data for a company. Accepts friendly concept names (e.g., "revenue", "net_income", "assets") or raw XBRL tags. Discover available
• secedgar_get_snapshot Build a company financial profile in one call: the latest value of every supported XBRL concept, grouped by statement. Reads the filer's complete companyfacts p
• secedgar_get_material_events Retrieve a company's 8-K filings with their item codes decoded, optionally filtered to specific items. 8-K item codes are how material events are actually scope
• secedgar_get_insider_transactions Fetch Form 4 insider transactions (purchases, sales, grants, exercises) for a company by parsing SEC EDGAR ownership XML. Returns the reporting person, their re
• secedgar_get_institutional_holdings Read an institutional manager's 13F-HR information table for a quarter. company is the filer: a 10-digit CIK, ticker, or name; names outside the ticker file use
• secedgar_find_holders Find which institutional managers reported holding an issuer, by searching 13F-HR information tables for one reporting quarter. This is the reverse direction of
• secedgar_get_beneficial_owners List the 5%-and-over beneficial owners of a public company, parsed from the structured SCHEDULE 13D and SCHEDULE 13G filings made about it. The input is the ISS
• secedgar_get_fund_holdings List what an ETF or mutual fund holds, parsed from the NPORT-P portfolio report it files with the SEC every quarter. The input is the fund — a ticker like VOO,
• secedgar_fetch_frames Fetch SEC XBRL frames for one concept × one period across all reporting companies. Inline response returns a page of the ranked companies — start at the top or
• secedgar_compare_companies Compare 2-10 named companies across 1-8 XBRL concepts, aligned on fiscal years (annual) or calendar quarters (quarterly). This is the middle shape between seced
• secedgar_search_concepts Search supported XBRL financial concepts by keyword, statement group, or taxonomy. Use before secedgar_get_financials, secedgar_compare_companies, or secedgar_f
• secedgar_dataframe_describe Describe the dataframes (df_XXXXX_XXXXX) registered by the data-returning secedgar_* tools — any tool whose response carries a `dataset` handle stages its full
• secedgar_dataframe_query Run a single-statement SELECT against the canvas dataframes registered by the data-returning secedgar_* tools — any tool whose response carries a `dataset` hand

Details

• Version: 0.19.0
• Transports: streamable-http, stdio
• Uptime (7 days): 100%
• Median latency: 876 ms
• First indexed: 2026-11-01T09:26:35.442Z
• Last seen in registry: 2026-11-08T20:17:22.969Z
• Repository: https://github.com/cyanheads/secedgar-mcp-server

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