EdgarTools MCP Server Setup for Claude Code, Cursor and Other Apps

• Gives a company overview: profile, financials, filings, owners

  The best starting point for any company question. One call can return the profile, financial statements, recent filings and ownership data, and you choose which parts to include.

  Try: “Give me an overview of Apple with eight quarters of financials.”

  Network · edgar_company

• Finds companies by name or lists their filings by form type

  Searches company names and filing details such as form type and date. It does not search the text inside filings.

  Try: “List Apple's 8-K filings from this year.”

  Network · edgar_search

• Finds filings that mention a topic or phrase

  Searches the actual text of SEC filings through EDGAR full-text search, with filters for form type and date range.

  Try: “Find 8-Ks that mention a cybersecurity incident since January.”

  Network · edgar_text_search

• Opens one filing and summarizes what is in it

  Returns what a filing is, its key data and what you can read next. For 10-K, 10-Q, 8-K, Form 4, 13F and proxy filings it also pulls out financials, sections and transactions.

  Try: “Show me the latest 10-K for Microsoft.”

  Network · edgar_filing

• Reads specific sections of a filing

  Extracts the text of sections such as risk factors, management discussion, business description and financial tables. Use the filing tool first to pick the filing.

  Try: “Read the risk factors section of Tesla's latest 10-K.”

  Network · edgar_read

• Shows financial figures over time with growth rates

  Returns time series from XBRL data, such as revenue, net income and EPS, across annual or quarterly periods with growth rates.

  Try: “Show Nvidia revenue and net income by quarter for the last 8 quarters.”

  Network · edgar_trends

• Compares companies side by side on financial metrics

  Lines up chosen companies on metrics such as revenue and net income, or picks peers automatically for an industry.

  Try: “Compare revenue and net income for JPM, BAC and WFC.”

  Network · edgar_compare

• Shows insider trades and fund portfolios

  Covers insider trading from Form 4 filings and institutional portfolios from 13F filings, including changes between periods.

  Try: “What insider trades were filed at Apple recently?”

  Network · edgar_ownership

• Shows CEO pay and governance data

  Pulls executive compensation tables, pay-versus-performance figures and governance details from proxy statements.

  Try: “What was the CEO of Microsoft paid last year?”

  Network · edgar_proxy

• Explains the notes behind financial statement numbers

  Returns the narrative and tables from a note such as debt, leases, revenue recognition or contingencies, and which statement lines it explains.

  Try: “What does Apple's debt note say about its notes payable?”

  Network · edgar_notes

• Looks up funds, ETFs, BDCs and money market funds

  Finds funds by ticker or name and returns holdings, money market yields and BDC investments, depending on the action you ask for.

  Try: “Show the top holdings of the VFINX fund.”

  Network · edgar_fund

• Lists companies by industry, exchange or state

  Filters the SEC's reference data by industry, SIC code, exchange or state and returns matching companies.

  Try: “List semiconductor companies on Nasdaq.”

  Read · edgar_screen

• Shows what was just filed with the SEC

  Returns the latest filings from the live feed, which updates every few minutes, optionally for one form type.

  Try: “Show today's newest 8-K filings.”

  Network · edgar_monitor

Watch out for

• HTTP mode has no sign-in

  The optional streamable-http mode listens on 127.0.0.1 by default. If you bind it to 0.0.0.0, anyone on the network can call it, so keep it behind an authenticating proxy. github.com

• Your name and email go to the SEC

  The identity you set is sent with every request, as the SEC asks. Use an address you are happy to share. github.com

Security advisories