edgartools SEC MCP Server

Content

edgartools SEC MCP Server connects Claude to the edgartools Python library for local SEC EDGAR research. It can retrieve company profiles, search filing metadata and full text, monitor recent filings, parse specific filings, read sections, inspect notes, analyze financial trends, compare companies, review ownership, look at fund holdings, and examine proxy compensation or governance data.

The local MCP server is installed through the edgartools[ai] extra and runs with stdio by default. The setup docs also describe Streamable HTTP transport for shared deployments and distinguish the local open-source server from the hosted edgar.tools MCP service.

Source Review

• https://github.com/dgunning/edgartools
• https://github.com/dgunning/edgartools/blob/main/docs/ai/mcp-setup.md
• https://pypi.org/project/edgartools/
• https://github.com/dgunning/edgartools/blob/main/docs/ai/mcp-tools.md
• https://github.com/dgunning/edgartools/blob/main/pyproject.toml
• https://github.com/dgunning/edgartools/blob/main/LICENSE.txt

These sources were reviewed on 2026-06-06. Prefer the live repository, MCP setup guide, PyPI page, MCP tools reference, package metadata, and license for current install commands, tool names, SEC identity requirements, and transport options.

Features

• Local stdio MCP server through uvx --from "edgartools[ai]" edgartools-mcp.
• EDGAR_IDENTITY configuration for SEC automated access identification.
• 13 documented tools organized around SEC research intent.
• Company profile, financial, filing, and ownership lookup through edgar_company.
• Company and filing search through edgar_search.
• Company screening by industry, exchange, state, or SIC through edgar_screen.
• Full-text filing search through edgar_text_search.
• Recent filing monitoring through edgar_monitor.
• Structured filing parsing and section extraction through edgar_filing and edgar_read.
• Notes, trends, company comparison, ownership, fund, and proxy tools.
• Optional Streamable HTTP transport for shared deployments.

Installation

For Claude Code:

claude mcp add edgartools -- uvx --from "edgartools[ai]" edgartools-mcp

Set the SEC identity required for automated EDGAR access:

export EDGAR_IDENTITY="Your Name your.email@example.com"

For MCP clients that use JSON configuration:

{
  "mcpServers": {
    "edgartools": {
      "command": "uvx",
      "args": ["--from", "edgartools[ai]", "edgartools-mcp"],
      "env": {
        "EDGAR_IDENTITY": "Your Name your.email@example.com"
      }
    }
  }
}

Restart the MCP client after adding the server.

Use Cases

• Ask Claude to summarize a company's latest 10-K, 10-Q, or 8-K with filing identifiers.
• Search recent filings for cybersecurity, AI, restructuring, revenue recognition, or risk-factor language.
• Pull a specific filing section such as MD&A, risk factors, financials, controls, legal proceedings, or proxy compensation.
• Compare financial trends across companies or periods using XBRL-sourced data.
• Monitor recent SEC filings for a form type, company, or event-driven research workflow.
• Inspect insider transactions, institutional holdings, fund data, or proxy governance details.

Safety and Privacy

SEC filings are public, but research intent is not. Treat prompts and tool calls as sensitive if they reveal portfolio targets, diligence questions, legal theories, competitive monitoring, or trading hypotheses. Keep EDGAR_IDENTITY out of committed files and use an approved automation identity.

Do not let a model's filing summary become the final decision. Verify citations, accession numbers, section text, filing dates, and financial figures against the source filing before using results for investment, legal, accounting, compliance, governance, or public reporting work.

Duplicate Check

Existing financial MCP entries cover hosted financial datasets, standardized market data, or curated provider databases such as Financial Datasets, Drillr, and Daloopa. This entry covers the separate local MIT-licensed edgartools Python library and MCP server for SEC EDGAR filings. No dgunning/edgartools, edgartools-mcp, or dedicated edgartools SEC MCP entry was found in content/mcp, content/tools, content/guides, content/agents, or content/skills.

• Source repositorygithub.com 2026-07-21T07:17:01+00:00
• Documentationgithub.com
• Submitted by oktofeesh12026-06-06