MCP servers

SEC EDGAR MCP Server

Install a maintained community MCP package that exposes SEC filings and financial facts as ready-made tools.

Source
stefanoamorelli/sec-edgar-mcp
Access
Open source

What this adds to your agent

Use ready-made SEC tools

Avoid writing a custom MCP adapter

Connect through standard MCP clients

Implementation statusGuide reviewed · 2026-07
Implementation status

Open source

Expected result

Use ready-made SEC tools

Known failure mode

This is a community project, not an SEC product. Pin a reviewed release and inspect permissions before installation.

Compatibility

stefanoamorelli/sec-edgar-mcp · mcp

Build the tool server

server.py
# No custom server file is required.
# Install uv, then verify the package and current release:
uvx sec-edgar-mcp

# Before production use:
# 1. Pin a reviewed version
# 2. Inspect exposed tools
# 3. Keep the SEC User-Agent identifiable
# 4. Require filing citations in agent prompts

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

Open source

License and data rights

Review source and upstream data licenses

Rate limits

Use caching, backoff and bounded concurrency

Connect to your Agent

Claude config
{
  "mcpServers": {
    "sec-edgar-mcp-server": {
      "command": "uvx",
      "args": [
        "sec-edgar-mcp"
      ]
    }
  }
}
Prompt example

“Use SEC EDGAR MCP Server 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

  • This is a community project, not an SEC product. Pin a reviewed release and inspect permissions before installation.

Connect it to your agent

Claude Desktop
{
  "mcpServers": {
    "sec-edgar-mcp-server": {
      "command": "uvx",
      "args": [
        "sec-edgar-mcp"
      ]
    }
  }
}
Prompt to test

“Use the connected tool to research AAPL. State the source and timestamp for every factual claim, separate facts from interpretation, and do not give personalized financial advice.”

Production checklist

  • Keep secrets outside prompts and source code
  • Allowlist read-only tools first
  • Log tool inputs, outputs and source timestamps
  • Require citations and handle missing data explicitly

When not to use it

This is a community project, not an SEC product. Pin a reviewed release and inspect permissions before installation.

Open official documentation

Project-specific questions

What can SEC EDGAR MCP Server do in a real workflow?

Use ready-made SEC tools Avoid writing a custom MCP adapter Connect through standard MCP clients

What access and compatibility does SEC EDGAR MCP Server require?

Open source. stefanoamorelli/sec-edgar-mcp.

What is the main implementation risk with SEC EDGAR MCP Server?

This is a community project, not an SEC product. Pin a reviewed release and inspect permissions before installation.