Sec Finance Ai

AI-powered SEC EDGAR integration: 23 tools on the official sec.gov APIs, in one Python file.

🚀 Thousands of downloads on ClawHub and OpenWebUI

10-K, 10-Q, 8-K, 20-F and proxy filings, the full text of any filing read in pages or searched, XBRL company facts and cross-company rankings, Form 4 insider trades, 13D/13G ownership, 13F fund portfolios, IPOs, and full-text search of every filing since 2001.

Use it in	Install	Repo
Claude, Cursor, VS Code, LangChain, Google ADK, Strands Agents and other MCP clients	uvx sec-finance-ai@latest	sec-ai-mcp
ClawHub skill for OpenClaw 🚀 Thousands of downloads	openclaw skills install @lkcair/sec	sec-ai-skill
OpenWebUI tool 🚀 Thousands of downloads	Get it on openwebui.com	sec-finance-ai
Python	from sec_finance_ai import Tools	sec-finance-ai

Install

MCP

claude mcp add sec-ai -e SEC_USER_AGENT="Your Name [email protected]" -- uvx sec-finance-ai@latest

Setup for VS Code, Claude Desktop, Cursor and other clients, plus LangChain, Google ADK and Strands Agents examples: sec-ai-mcp.

ClawHub (OpenClaw)

openclaw skills install @lkcair/sec

Skill page: clawhub.ai/lkcair/sec.

OpenWebUI

1. Open the OpenWebUI page, click Get and save it in your OpenWebUI.
2. Enable the tool on the model or in the chat.

Or copy sec_finance_ai.py into Workspace > Tools > + and save.

Python

import asyncio
from sec_finance_ai import Tools
print(asyncio.run(Tools().get_latest_10k("AAPL")))

Set SEC_USER_AGENT (for example "Your Name [email protected]") to identify yourself to the SEC. If it is not set, a default is sent.

Tools (23)

Filings

• get_company_filings: Get SEC filings for a company by ticker symbol
• get_latest_10k: Latest 10-K with a short preview of its text
• get_latest_10q: Latest 10-Q with a short preview of its text
• get_recent_8k_filings: Recent 8-K filings with a short preview of each
• analyze_8k_filing: Get and summarize the latest 8-K filing for a company
• get_proxy_statements: Get proxy statements (DEF 14A) for a company
• get_recent_ipos: Get recent IPO activity from EDGAR

Reading inside a filing

• get_filing_size: Exact size of a filing document before downloading it
• download_filing_text: Read a filing in 50,000-character pages, search inside it, or get the link when it is over 25 MB
• get_filing_documents: List every document in a filing (main document, exhibits, XBRL, XML) with sizes and links
• get_filing_content: Key financial figures from XBRL, or the full filing text in pages

Search

• full_text_search: Search the full text of every EDGAR filing since 2001 (words or "exact phrase")
• search_filings: Search SEC filings by company name or other criteria

Ownership and insiders

• get_insider_transactions: Get insider trading transactions (Forms 3, 4, 5) for a company
• get_beneficial_ownership: Get beneficial ownership reports (13D, 13G) for a company
• get_13f_holdings: Get the latest 13F portfolio of an institutional investment manager

Financial data (XBRL)

• get_company_facts: Get company facts from SEC XBRL data
• get_company_concept: Get specific financial concept data for a company
• get_available_metrics: Discover available financial metrics for a company from SEC XBRL data
• get_xbrl_frames: One financial concept across all reporting companies for one period, ranked

Utility

• get_sec_api_status: Check SEC API status and connectivity
• get_available_functions: List of every function
• run_self_test: Run comprehensive self-test of all SEC-AI tools

Example questions

• What does Apple's latest 10-K say about Greater China?
• What are Berkshire Hathaway's top holdings in its latest 13F?
• Find every 8-K this year that mentions 'going concern'.
• Which companies had the highest revenue in 2024?

See also yfinance-ai for stocks, crypto and market data.

License

MIT. All data comes from public SEC EDGAR databases. Not affiliated with the U.S. Securities and Exchange Commission.