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EdgarTools MCP Server

@dgunning

代码仓库

基本信息

分类

其他

传输方式

stdio

作者

dgunning

提交者

Dwight Gunning

关于 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

#sec#edgar#finance#xbrl#10-k#13f#insider-trading#financial-data#investment-research#sec-filings

EdgarTools MCP Server 配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

{
  "mcpServers": {
    "edgartools": {
      "command": "uvx",
      "args": [
        "edgartools",
        "--mcp"
      ],
      "env": {
        "EDGAR_IDENTITY": "Your Name your.email@example.com"
      }
    }
  }
}

EdgarTools MCP Server 工具

工具列表暂未提供

当前收录暂时没有可展示的工具列表，不代表服务没有工具。请查阅项目文档了解支持的能力。

点击上方按钮,在临时沙箱中运行此服务器并实时获取工具列表。

概览

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

常见问题

1

Is EdgarTools free to use?

Yes, EdgarTools is free and open source under the MIT license. No API keys or subscription fees are required.

2

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.

3

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.

4

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.

5

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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