Secedgar Mcp Server

Find companies and retrieve entity info with optional recent filings. Entry point for most EDGAR workflows — resolves tickers, names, or CIKs to entity details, with accession numbers in the result feeding secedgar_get_filing for document content.

Search EDGAR filings since 1993. Full-text search covers 2001-present (the EFTS index floor); pre-2001 date ranges (to 1993) are served from the archives by form and entity/date. Pre-2001 free text needs entity scope (ticker:/cik:) — with it, the tool reads the entity's matching filings and matches

Fetch a specific filing's metadata and document content by accession number. Returns the primary document as readable text. Use offset/next_offset for multi-page access to large filings (10-K, S-1 can exceed 1M chars): pass the next_offset from a truncated response to read the next page. Use section

Get historical XBRL financial data for a company. Accepts friendly concept names (e.g., "revenue", "net_income", "assets") or raw XBRL tags. Discover available friendly names with secedgar_search_concepts. Handles historical tag changes and deduplicates data automatically.

Build a company financial profile in one call: the latest value of every supported XBRL concept, grouped by statement. Reads the filer's complete companyfacts payload once rather than one request per concept, so it replaces a run of secedgar_get_financials calls when the question is "what do this co

Retrieve a company's 8-K filings with their item codes decoded, optionally filtered to specific items. 8-K item codes are how material events are actually scoped — 1.01 material agreements, 2.02 results of operations, 4.02 non-reliance on previously issued financials, 5.02 officer and director depar

Fetch Form 4 insider transactions (purchases, sales, grants, exercises) for a company by parsing SEC EDGAR ownership XML. Returns the reporting person, their relationship to the issuer, transaction date, type, shares traded (absolute magnitude), direction (acquire/dispose), price per share, and shar

Fetch 13F-HR quarterly institutional holdings by parsing the SEC EDGAR information table XML. ticker_or_cik is the institutional filer — its 10-digit CIK (e.g. 0000102909), or an entity name resolved through EDGAR entity search — and the tool returns what that institution holds. A name that matches

Find which institutional managers reported holding an issuer, by searching 13F-HR information tables for one reporting quarter. This is the reverse direction of secedgar_get_institutional_holdings: that tool takes a manager and returns its portfolio, this one takes an issuer and returns its managers

List the 5%-and-over beneficial owners of a public company, parsed from the structured SCHEDULE 13D and SCHEDULE 13G filings made about it. The input is the ISSUER — the company being held — which is the opposite direction from secedgar_get_institutional_holdings, where the input is the manager. 13D

List what an ETF or mutual fund holds, parsed from the NPORT-P portfolio report it files with the SEC every quarter. The input is the fund — a ticker like VOO, a fund series ID, or the registrant trust — which is the opposite direction from the ownership tools: secedgar_get_institutional_holdings an

Fetch SEC XBRL frames for one concept × one period across all reporting companies. Inline response returns a page of the ranked companies — start at the top or pass offset/next_offset to walk further down the ranking; the full frames response (all reporters) is materialized as df_<id> when a canvas

Compare 2-10 named companies across 1-8 XBRL concepts, aligned on calendar periods. This is the middle shape between secedgar_get_financials (one company, one concept, full history) and secedgar_fetch_frames (one concept, one period, every reporting company) — reach for it when the question names th

Search supported XBRL financial concepts by keyword, statement group, or taxonomy. Use before secedgar_get_financials or secedgar_fetch_frames to discover the right friendly name, or pass a raw XBRL tag (e.g., "NetIncomeLoss") to reverse-lookup which friendly names map to it. Empty search with no fi

List dataframes (df_XXXXX_XXXXX) materialized by secedgar_fetch_frames, secedgar_search_filings, secedgar_get_financials, secedgar_get_insider_transactions, and secedgar_get_institutional_holdings. Each entry surfaces source tool, query parameters, creation/expiry timestamps, row count, column schem

Run a single-statement SELECT against the canvas dataframes registered by secedgar_fetch_frames, secedgar_search_filings, and secedgar_get_financials. Read-only: writes, DDL, DROP, COPY, PRAGMA, ATTACH, and external-file table functions are rejected. System catalogs (information_schema, pg_catalog,