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Tools

Eight tools for querying SEC EDGAR data, plus three for SQL analytics over the DuckDB-backed canvas dataframes those tools materialize:

Tool	Description
secedgar_company_search	Find companies and retrieve entity info with optional recent filings
secedgar_search_filings	Search EDGAR filings since 1993 — full-text (2001+) plus archive-backed browse for pre-2001 ranges
secedgar_get_filing	Fetch a specific filing's metadata and document content
secedgar_get_financials	Get historical XBRL financial data for a company
secedgar_get_insider_transactions	Form 3/4/5 insider transactions (buys, sells, grants, exercises) parsed from ownership XML
secedgar_get_institutional_holdings	13F-HR quarterly institutional holdings parsed from the information table
secedgar_fetch_frames	Fetch SEC XBRL frames for one concept × one period across all reporting companies
secedgar_search_concepts	Discover supported XBRL concept names or reverse-lookup a raw tag
secedgar_dataframe_describe	List canvas dataframes with provenance, TTL, and schema
secedgar_dataframe_query	Run a single-statement SELECT across dataframes
secedgar_dataframe_drop	Drop a canvas dataframe by name. Opt-in via EDGAR_DATAFRAME_DROP_ENABLED=true — off by default since TTL already handles cleanup

secedgar_company_search

Entry point for most EDGAR workflows — resolve tickers, names, or CIKs to entity details.

• Supports ticker symbols (AAPL, VOO), company names (Apple), or CIK numbers (320193)
• ETFs and mutual funds resolve by ticker via company_tickers_mf.json; fund results include series_id and class_id for downstream scoping
• Current and former company names both resolve (Facebook → Meta Platforms, Square → Block)
• Near-match suggestions on zero-result name search (e.g. Microsfot → MICROSOFT CORP / MSFT)
• Optionally includes recent filings with form type filtering
• Date filtering (filed_after / filed_before) and under-filled form filters page into the older submissions archive, reaching filings that predate the ~1000-entry recent window (e.g. a 2005 10-K); history_scanned_through discloses the scan depth, and the full filtered history materializes as a df_<id> dataframe when it exceeds the inline filing_limit
• Returns entity metadata: SIC code, exchanges, fiscal year end, state of incorporation

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secedgar_search_filings

Search EDGAR filings since 1993. Full-text search covers 2001-present (the EFTS index floor); pre-2001 date ranges are served from the archives — pre-2001 full-text matching requires entity scope.

• Exact phrases ("material weakness"), boolean operators (revenue OR income), wildcards (account*)
• Entity targeting within query string (cik:320193 or ticker:AAPL) — scoped server-side by CIK, so filings made under a former company name (same CIK) are included
• Browse mode: omit query to list filings by form type (forms=["S-1"]) and/or entity (ticker:/cik:), optionally narrowed by date — a bare date range is not a valid search and must be paired with forms or entity targeting
• Pre-2001 date ranges (back to 1993) route to the archives: an entity-scoped range reads the filer's full submissions history; an unscoped forms/date range browses the quarterly full-index. A range straddling 2001-01-01 is rejected with a split instruction, and pre-2001 full-text (no entity scope) is unsupported. Each row carries a source field (efts / submissions / full-index), preserved into the df_<id> dataframe
• Date range filtering, form type filtering, pagination up to 10,000 results
• Returns form distribution for narrowing follow-up searches
• When the entity-scoped window exceeds the inline limit, the already-fetched EFTS window is materialized as a df_<id> dataframe — query it with secedgar_dataframe_query

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secedgar_get_filing

Fetch a specific filing's metadata and document content by accession number.

• Accepts accession numbers in dash or no-dash format
• Converts HTML filings to readable plain text
• Configurable content limit (1K–200K characters, default 50K)
• Can fetch specific exhibits by document name
• Offset paging for large documents (10-K, S-1/A can exceed 1M chars): pass next_offset from a truncated response as offset on the next call to continue reading; first-page truncated responses include a detected outline (headings with offsets) for targeted navigation
• Section targeting via the section param: jumps directly to a named heading by case-insensitive substring match (e.g. "risk factors", "item 7", "certain relationships"); on a miss, the error carries the detected outline so you can pick the correct heading
• Extracted text is cached per accession + document (bounded LRU, 8 entries), making subsequent paged calls cheap

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secedgar_get_financials

Get historical XBRL financial data for a company with friendly concept name resolution.

• Friendly names like "revenue", "net_income", "eps_diluted" auto-resolve to correct XBRL tags
• Handles historical tag changes (e.g., ASC 606 revenue recognition)
• Automatic deduplication to one value per standard calendar period
• Filter by annual, quarterly, or all periods
• Optional limit caps the inline series to the most-recent N periods; the full series stays queryable via the df_<id> dataframe
• See secedgar://concepts resource for the full mapping

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secedgar_get_insider_transactions

Surface Form 3/4/5 insider activity for a company by parsing ownership XML.

• Reporting person, relationship to issuer (director, officer + title, 10% owner), and transaction date
• Transaction code mapped to a readable type (purchase, sale, gift, award, exercise, …); shares signed by acquired/disposed
• Price per share and shares owned after each transaction; covers non-derivative (open-market) and derivative (option/RSU) lines
• Filter by transaction_type (purchase, sale, all); scans newest filings first
• The full set of transactions parsed from the scanned recent filings is materialized as a df_<id> dataframe (the inline list is a preview capped at limit) — query it with secedgar_dataframe_query to aggregate net buy/sell by insider

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secedgar_get_institutional_holdings

Surface 13F-HR quarterly institutional holdings by parsing the information table.

• Pass the institutional filer (CIK or full legal name, e.g. 0000102909 for Vanguard) to see what it holds — reverse lookup from a portfolio company to its holders is not supported (EDGAR has no issuer→13F index); use secedgar_search_filings with forms=["13F-HR"] for issuer-side questions
• Each holding: issuer name, CUSIP, market value (whole USD), shares/principal, and put/call; raw rows also carry investment discretion
• Sub-lines for the same security (one per manager/account) are consolidated into distinct positions sorted by value by default — pass consolidate: false for raw filing rows
• Resolves the filing-manager name and reporting quarter from the cover page; target a specific quarter with quarter (e.g. "2025-Q4")
• total_holdings_in_filing counts raw info-table rows; total_positions counts distinct positions after consolidation (both before limit)
• The full parsed holdings set is materialized as a df_<id> dataframe (the inline list is a preview capped at limit) — query it with secedgar_dataframe_query for full-filing aggregation or cross-quarter joins on cusip + reporting_period

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secedgar_fetch_frames

Fetch SEC XBRL frames for one concept × one period across all reporting companies.

• Same friendly concept names as secedgar_get_financials
• Supports annual (CY2023), quarterly (CY2024Q2), and instant (CY2023Q4I) periods
• Inline response returns the top N ranked companies (sort + limit), with ticker enrichment
• The full frames response (all reporters, typically 2k–10k rows) is materialized as a df_<id> dataframe — query it with secedgar_dataframe_query
• related_tags flags alternate-definition tags some filers use as their primary line (e.g. cash → restricted-cash-inclusive total, equity → NCI-inclusive total), so a whole-universe screen on the base tag isn't silently under-inclusive — query those separately

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secedgar_search_concepts

Discover supported XBRL concept names before querying financials or cross-company comparisons.

• Search by friendly name, label, or raw XBRL tag
• Filter by statement group (income_statement, balance_sheet, cash_flow, per_share, entity_info) or taxonomy
• Reverse-lookup raw tags like NetIncomeLoss to the supported friendly names
• Surfaces related_tags for concepts with a high-coverage alternate-definition tag (e.g. restricted-cash-inclusive cash) so callers can discover them before screening
• Returns the same catalog used by secedgar_get_financials, secedgar_fetch_frames, and secedgar://concepts

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secedgar_dataframe_describe / secedgar_dataframe_query / secedgar_dataframe_drop

In-conversation SQL analytics over the dataframes that secedgar_fetch_frames, secedgar_search_filings, secedgar_get_financials, secedgar_get_insider_transactions, and secedgar_get_institutional_holdings materialize on a shared DuckDB-backed canvas. Each data-returning call adds a dataset field with a df_XXXXX_XXXXX handle; pass that handle to secedgar_dataframe_query for joins, aggregates, window functions, percentiles — standard DuckDB SQL.

• Read-only by default. Writes, DDL, DROP, COPY, PRAGMA, ATTACH, and external-file table functions are rejected by the framework SQL gate. System catalogs (information_schema, pg_catalog, sqlite_master, duckdb_*) are denied at the bridge layer so callers can't enumerate dataframes they don't already hold a handle for. secedgar_dataframe_drop is the only destructive tool and is opt-in (EDGAR_DATAFRAME_DROP_ENABLED=true); TTL handles cleanup otherwise.
• Per-table TTL. Each dataframe ages on its own clock (default 24h, override with EDGAR_DATASET_TTL_SECONDS). The canvas itself uses the framework's sliding TTL.
• register_as chaining. secedgar_dataframe_query can persist its result as a new dataframe (df_XXXXX_XXXXX) with a fresh TTL — pipe analyses without re-running the source query.

Resources

URI	Description
secedgar://concepts	Common XBRL financial concepts grouped by statement, mapping friendly names to XBRL tags
secedgar://filing-types	Common SEC filing types with descriptions, cadence, and use cases

Prompts

Prompt	Description
secedgar_company_analysis	Guides a structured analysis of a public company's SEC filings: identify recent filings, extract financial trends, surface risk factors, and note material events

Features

Built on @cyanheads/mcp-ts-core:

• Declarative tool definitions — single file per tool, framework handles registration and validation
• Structured output schemas with automatic formatting for human-readable display
• Unified error handling across all tools
• Pluggable auth (none, jwt, oauth)
• Structured logging with request-scoped context
• Runs locally (stdio/HTTP) from the same codebase

SEC EDGAR–specific:

• Rate-limited HTTP client respecting SEC's 10 req/s limit with automatic inter-request delay
• CIK resolution from tickers (including ETFs and mutual funds via company_tickers_mf.json), company names (current and former), or raw CIK numbers with local caching; near-match trigram suggestions on zero-result name queries; committed former-names.json asset for prior-name resolution (Facebook → Meta, Square → Block)
• Friendly XBRL concept name mapping with historical tag change handling
• Searchable concept catalog with statement-group metadata and reverse XBRL tag lookup
• HTML-to-text conversion for filing documents via html-to-text
• In-conversation SQL analytics: secedgar_fetch_frames, secedgar_search_filings, secedgar_get_financials, secedgar_get_insider_transactions, and secedgar_get_institutional_holdings materialize their full result as a DuckDB-backed canvas dataframe queryable via secedgar_dataframe_query
• No API keys required — SEC EDGAR is a free, public API

Getting started

Public Hosted Instance

A public instance is available at https://secedgar.caseyjhand.com/mcp — no installation required. Point any MCP client at it via Streamable HTTP:

{
  "mcpServers": {
    "secedgar-mcp-server": {
      "type": "streamable-http",
      "url": "https://secedgar.caseyjhand.com/mcp"
    }
  }
}

Self-Hosted / Local

Add the following to your MCP client configuration file.

{
  "mcpServers": {
    "secedgar-mcp-server": {
      "type": "stdio",
      "command": "bunx",
      "args": ["@cyanheads/secedgar-mcp-server@latest"],
      "env": {
        "EDGAR_USER_AGENT": "YourAppName [email protected]",
        "MCP_TRANSPORT_TYPE": "stdio"
      }
    }
  }
}

Or with npx (no Bun required):

{
  "mcpServers": {
    "secedgar-mcp-server": {
      "type": "stdio",
      "command": "npx",
      "args": ["-y", "@cyanheads/secedgar-mcp-server@latest"],
      "env": {
        "EDGAR_USER_AGENT": "YourAppName [email protected]",
        "MCP_TRANSPORT_TYPE": "stdio"
      }
    }
  }
}

For Streamable HTTP, set the transport and start the server:

MCP_TRANSPORT_TYPE=http MCP_HTTP_PORT=3010 bun run start:http
# Server listens at http://localhost:3010/mcp

Prerequisites

• Bun v1.3.0 or higher.

Installation

1. Clone the repository:

git clone https://github.com/cyanheads/secedgar-mcp-server.git

2. Navigate into the directory:

cd secedgar-mcp-server

3. Install dependencies:

bun install

4. Build:

bun run build

Configuration

All configuration is validated at startup via Zod schemas in src/config/server-config.ts. Key environment variables:

Variable	Description	Default
EDGAR_USER_AGENT	Required. User-Agent header for SEC compliance. Format: "AppName [email protected]". SEC blocks IPs without a valid User-Agent.	—
EDGAR_RATE_LIMIT_RPS	Max requests/second to SEC APIs. Do not exceed 10.	10
EDGAR_TICKER_CACHE_TTL	Seconds to cache the company tickers lookup file.	3600
EDGAR_DATASET_TTL_SECONDS	Per-table TTL for canvas-registered dataframes. Sliding window touched on every dataframe op.	86400
EDGAR_DATAFRAME_DROP_ENABLED	Set to true to expose secedgar_dataframe_drop — the only destructive tool on this server. Off by default; TTL handles cleanup.	false
EDGAR_MIRROR_ENABLED	Enable the local SQLite mirror of company_tickers + XBRL company-facts so CIK resolution and financials read from disk instead of the live API. Node/Bun only (skipped on Workers). Bootstrap once with bun run mirror:init.	false
EDGAR_MIRROR_PATH	Directory holding the mirror SQLite databases.	./data/edgar-mirror
EDGAR_MIRROR_REFRESH_CRON	Cron for the in-process nightly refresh (HTTP transport only). Recommended 0 9 * * *. Omit to refresh out-of-band via bun run mirror:refresh.	—
EDGAR_MIRROR_FALLBACK_LIVE	When the mirror misses (not yet synced, or a filing newer than the last refresh), fall back to the live SEC API. Set false for strict mirror-only reads.	true
CANVAS_PROVIDER_TYPE	Canvas engine. Defaults to duckdb; set to none to disable the canvas (e.g. when running on Cloudflare Workers, where DuckDB has no V8-isolate build).	duckdb
MCP_TRANSPORT_TYPE	Transport: stdio or http	stdio
MCP_HTTP_PORT	HTTP server port	3010
MCP_AUTH_MODE	Authentication: none, jwt, or oauth	none
MCP_LOG_LEVEL	Log level (debug, info, warning, error, etc.)	info
LOGS_DIR	Directory for log files (Node.js only).	<project-root>/logs

Running the server

Local development

• Build and run the production version:

  bun run rebuild
  bun run start:http   # or start:stdio
  

• Run checks and tests:

  bun run devcheck     # Lints, formats, type-checks
  bun run test         # Runs test suite
  

Docker

docker build -t secedgar-mcp-server .
docker run -e EDGAR_USER_AGENT="MyApp [email protected]" -p 3010:3010 secedgar-mcp-server

The image ships the mirror CLI, so the local mirror (EDGAR_MIRROR_ENABLED) can be bootstrapped, inspected, and refreshed inside a running container:

docker exec <container> bun run mirror:verify    # sync status + sample reads
docker exec <container> bun run mirror:init      # one-time bootstrap (downloads the SEC bulk archive)
docker exec <container> bun run mirror:refresh   # re-ingest when the archive has been rebuilt

Project structure

Directory	Purpose
src/mcp-server/tools/definitions/	Tool definitions (*.tool.ts). Eight SEC EDGAR tools plus three dataframe_* tools for SQL analytics.
src/mcp-server/resources/definitions/	Resource definitions. XBRL concepts and filing types.
src/mcp-server/prompts/definitions/	Prompt definitions. Company analysis prompt.
src/services/edgar/	SEC EDGAR API client, XBRL concept mapping, HTML-to-text conversion.
src/services/canvas-bridge/	Adapter over the framework DataCanvas: df_<id> minting, all-nullable schema derivation, per-table TTL bookkeeping, bridge-layer system-catalog SQL deny.
src/config/	Server-specific environment variable parsing and validation with Zod.
tests/	Unit and integration tests, mirroring the src/ structure.

Development guide

See CLAUDE.md and AGENTS.md for development guidelines and architectural rules. The short version:

• Handlers throw, framework catches — no try/catch in tool logic
• Use ctx.log for logging, ctx.state for storage
• Register new tools and resources in the createApp() arrays

Contributing

Issues and pull requests are welcome. Run checks and tests before submitting:

bun run devcheck
bun run test

License

This project is licensed under the Apache 2.0 License. See the LICENSE file for details.