Setup guides · VALUEFOCUS RESEARCH

How to Install SEC EDGAR MCP for Cursor

A practical, security-first setup guide for connecting SEC EDGAR MCP to Cursor.

1 Tools coveredCursor

Tools covered

SEC EDGAR MCP

A community MCP package that turns SEC filings and company facts into agent-callable research tools.

Recommended workflow

1
Verify the repository, license and latest release
2
Install in an isolated environment and keep credentials in environment variables
3
Enable read-only tools first and inspect every exposed capability
4
Run a sourced test query and confirm timestamps before relying on output

Examples and expected outcomes

Example 1

Fetch prices and statements in agent chat

Sourced evidence
Repeatable steps
Explicit uncertainty

Example 2

Create a read-only research brief

Sourced evidence
Repeatable steps
Explicit uncertainty

Example 3

Compare tickers with source timestamps

Sourced evidence
Repeatable steps
Explicit uncertainty

Access requirements

Keys and runtime

No API key; use an identifiable SEC User-Agent

License and data rights

Community package; SEC public-data fair-access rules apply

Rate limits

Keep automated SEC access within published fair-access guidance

Connect to your Agent

Claude config

{
  "mcpServers": {
    "sec-edgar-mcp-review": {
      "command": "uvx",
      "args": [
        "sec-edgar-mcp"
      ]
    }
  }
}

Prompt example

“Use SEC EDGAR MCP to research AAPL. List sources and timestamps first, then separate facts, calculations, risks and missing data. Do not give personalized trading advice.”

When not to use it

Community project, not an SEC product
SEC rate limits and User-Agent rules still apply

How to choose

Prefer primary sources for filings, maintained adapters for convenience, and narrow permissions for every agent tool. Treat model conclusions as analysis rather than financial advice.

Evidence to retain

Original source URL and retrieval timestamp

Exact tool inputs and normalized output

Missing-data and rate-limit messages

A clear separation between facts and interpretation