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Secapi

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Enables AI clients to search and analyze SEC filings, financial statements, insider trades, and institutional holdings through natural language tools.

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About

Enables AI clients to search and analyze SEC filings, financial statements, insider trades, and institutional holdings through natural language tools.

README

Official Model Context Protocol server for secapi.dev.

Expose SEC filings, financial statements, insider trades, and institutional holdings as AI-native tools for Claude, Cursor, ChatGPT, Windsurf, VS Code, and any MCP-compatible client.

AI Client  →  MCP Tools  →  secapi.dev REST API  →  JSON Response  →  LLM

This server never talks to databases directly — it is a typed, validated interface over the secapi-node SDK.

Features

  • 9 high-level AI tools designed for reasoning, not REST endpoint mirroring
  • SDK-first architecture — all API calls go through secapi-node
  • Zod validation on every tool input
  • AI-friendly errors with categories, suggestions, and retry hints
  • Structured JSON responses with metadata and pagination
  • Extensible tool registry — add new tools in minutes
  • Production logging — structured, secrets-safe
  • Full test suite with Vitest
  • CI/CD with GitHub Actions and Changesets

Installation

npm install -g secapi-mcp
# or
pnpm add -g secapi-mcp
# or run via npx
npx secapi-mcp

Requires Node.js 20+.

Quick Start

  1. Get an API key from secapi.dev

  2. Set your environment variable:

export SECAPI_API_KEY="your-api-key"
  1. Run the server (stdio transport):
secapi-mcp

MCP Client Configuration

Cursor

Add to .cursor/mcp.json (or Cursor Settings → MCP):

{
  "mcpServers": {
    "secapi": {
      "command": "npx",
      "args": ["-y", "secapi-mcp"],
      "env": {
        "SECAPI_API_KEY": "your-api-key"
      }
    }
  }
}

Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json (macOS):

{
  "mcpServers": {
    "secapi": {
      "command": "npx",
      "args": ["-y", "secapi-mcp"],
      "env": {
        "SECAPI_API_KEY": "your-api-key"
      }
    }
  }
}

VS Code (GitHub Copilot)

Add to your VS Code MCP settings:

{
  "mcp": {
    "servers": {
      "secapi": {
        "command": "npx",
        "args": ["-y", "secapi-mcp"],
        "env": {
          "SECAPI_API_KEY": "your-api-key"
        }
      }
    }
  }
}

Windsurf

Add to Windsurf MCP configuration:

{
  "mcpServers": {
    "secapi": {
      "command": "npx",
      "args": ["-y", "secapi-mcp"],
      "env": {
        "SECAPI_API_KEY": "your-api-key"
      }
    }
  }
}

Available Tools

Tool Description
search_filings Search SEC filings by ticker/CIK, form type, and date range
analyze_filing Get filing metadata and document list for deeper analysis
search_companies Search companies by name, ticker, or CIK
company_overview Company profile plus recent filings — ideal research starting point
company_financials Income statement, balance sheet, or cash flow
company_ratios Financial ratio time series (ROE, margins, liquidity, etc.)
insider_trades Insider buying/selling activity from Form 4 filings
search_institutions Find institutional investors (13F filers)
institution_holdings 13F portfolio holdings for a given quarter

Environment Variables

Variable Required Default Description
SECAPI_API_KEY Yes* API key from secapi.dev
SEC_API_KEY Yes* Legacy alias for SECAPI_API_KEY
SECAPI_BASE_URL No https://api.secapi.dev API base URL
SECAPI_TIMEOUT_MS No 30000 Request timeout in milliseconds
SECAPI_MAX_RETRIES No 2 Retry count for transient failures
SECAPI_DEBUG No false Enable debug logging to stderr
SECAPI_USER_AGENT No secapi-mcp/0.1.0 User-Agent header

* One of SECAPI_API_KEY or SEC_API_KEY is required.

Architecture

src/
├── index.ts              # stdio entry point
├── server/               # MCP server factory
├── client/               # secapi-node wrapper
├── config/               # Zod-validated configuration
├── errors/               # AI-friendly error categorization
├── logging/              # Structured, secrets-safe logging
├── schemas/              # Shared Zod schemas
├── utils/                # Response formatting
└── tools/
    ├── registry.ts       # Tool registration system
    ├── types.ts          # Tool definition interfaces
    ├── filings/          # Filing tools
    ├── companies/        # Company tools
    ├── financials/       # Financial statement tools
    ├── insiders/         # Insider trading tools
    └── institutions/     # 13F institutional tools

Adding a New Tool

  1. Create a tool definition in the appropriate src/tools/<domain>/index.ts:
{
  name: "my_new_tool",
  description: "Clear description for the LLM...",
  inputSchema: z.object({ ticker: tickerSchema }),
  handler: async (input, { client }) => {
    const data = await client.filings.search({ ticker: input.ticker });
    return createToolResponse("my_new_tool", data.data, {
      pagination: data.pagination,
    });
  },
}
  1. Export the module from src/tools/index.ts if it's a new domain.

That's it — the registry handles validation, error formatting, and MCP registration.

Development

git clone https://github.com/secapi-dev/secapi-mcp.git
cd secapi-mcp
pnpm install
pnpm test
pnpm build

Run locally:

SECAPI_API_KEY=your-key pnpm start

Scripts

Script Description
pnpm build Build to dist/
pnpm test Run Vitest test suite
pnpm typecheck TypeScript type checking
pnpm lint ESLint
pnpm format Prettier format

Troubleshooting

"API key is required" — Set SECAPI_API_KEY in your MCP client config env block.

"Invalid or missing API key" — Verify your key at secapi.dev. Keys are never logged.

"API rate limit exceeded" — Wait and retry, or upgrade your plan.

Server not appearing in Cursor — Restart Cursor after editing MCP config. Check stderr logs with SECAPI_DEBUG=true.

FAQ

Why not mirror REST endpoints 1:1? AI agents work better with semantic, high-level tools. company_overview is more useful than GET /entities/:id + GET /entities/:id/filings.

Can I self-host? Yes. Set SECAPI_BASE_URL if using a custom API deployment.

How do I add more tools? See Adding a New Tool. The framework is designed for fast extension.

License

MIT — see LICENSE.

Links

from github.com/secapi-dev/secapi-mcp

Install Secapi in Claude Desktop, Claude Code & Cursor

Recommended · one command, every IDE
unyly install secapi-mcp

Installs into Claude Desktop, Claude Code, Cursor & VS Code — handles npx, uvx and build-from-source repos for you.

First time? Get the CLI: curl -fsSL https://unyly.org/install | sh

Or configure manually

Run in your terminal:

claude mcp add secapi-mcp -- npx -y secapi-mcp

FAQ

Is Secapi MCP free?

Yes, Secapi MCP is free — one-click install via Unyly at no cost.

Does Secapi need an API key?

No, Secapi runs without API keys or environment variables.

Is Secapi hosted or self-hosted?

A hosted option is available: Unyly runs the server in the cloud, no local setup required.

How do I install Secapi in Claude Desktop, Claude Code or Cursor?

Open Secapi on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.

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