Is EdgarTools free to use?
Yes, EdgarTools is free and open source under the MIT license. No API keys or subscription fees are required.
E
EdgarTools MCP Server
@dgunning
Basic information
About EdgarTools MCP Server
Open-source SEC EDGAR toolkit. 11 tools and 7 research prompts covering every major filing type — 10-K, 10-Q, 8-K, Form 4 insider trades, 13F institutional holdings, Form D private placements, Form ADV investment advisers, DEF 14A proxy statements, SC 13D/G ownership, and NPORT f
EdgarTools MCP Server config
Add this server to your MCP-compatible client using the configuration below.
{
"mcpServers": {
"edgartools": {
"command": "uvx",
"args": [
"edgartools",
"--mcp"
],
"env": {
"EDGAR_IDENTITY": "Your Name your.email@example.com"
}
}
}
}EdgarTools MCP Server tools
Tool list not available yet
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Fetch the live tool list by running this server in a temporary sandbox using the button above.
Overview
What is EdgarTools?
EdgarTools is an open-source Python library that turns SEC EDGAR filings into structured Python objects. It provides access to financial statements, insider trades, fund holdings, and 20+ other filing types via a consistent API. It is designed for developers, analysts, and AI agents, and includes a built-in MCP server for use with Claude.
How to use EdgarTools?
Install with pip install edgartools, set your identity with set_identity("your.email@example.com"), then use the Company and get_filings objects to retrieve and parse filings as typed Python objects, DataFrames, or LLM-optimized text.
Key features of EdgarTools
- XBRL-native financial statements with standardized labels
- 20+ parsed filing types (10-K, 8-K, 13F, Form 4, etc.)
- Insider transaction tracking (Form 3/4/5)
- Institutional holdings and fund portfolio data
- Smart caching and configurable rate limiting
- Built-in MCP server for AI agent integration
Use cases of EdgarTools
- Analyze 13F institutional holdings and hedge fund portfolios
- Track insider trading activity via SEC Form 4 filings
- Extract financial statements from 10-K and 10-Q annual/quarterly reports
- Parse 8-K current reports for real-time corporate events
- Query XBRL financial data across companies using standardized concepts
Frequently asked questions
Does EdgarTools require an API key or rate limiting?
No. EdgarTools accesses SEC EDGAR directly and includes built-in rate limiting and caching to remain compliant with SEC guidelines.
What filing types does EdgarTools support?
It supports 20+ form types including 10-K, 10-Q, 8-K, 13F, Form 4, N-PORT, N-MFP, S-1, DEF 14A, Schedule 13D/G, Form D, and more.
Can I use EdgarTools as an MCP server?
Yes, EdgarTools includes a built-in MCP server for Claude, enabling AI agents to query SEC data directly using the Model Context Protocol.
Is the data production-ready?
The library has over 1,000 verification tests, full type hints, and is optimized with lxml and PyArrow for performance. It is suitable for production data pipelines.
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