EDGAR Filings MCP

Cursor / Claude tools that return SEC filing numbers with accession, concept, period and EDGAR URL.

Who this is for: people already in an IDE chat who need a ticker’s 10-K/10-Q symbols, segment revenue, BDC non-accrual, or Form 4 lines without writing edgartools glue.

Pain it solves: models invent segment mix, insider trades, and BDC credit quality. These tools return accession, concept, period, open_market, non-accrual method, and the EDGAR index URL so you can check the filing.

Scope: four focused jobs on top of edgartools — symbols, segment revenue, BDC non-accrual, Form 4 — each returning accession, concept, period and the EDGAR index URL so every number is checkable.

Install

If uv is already on PATH, paste this into ~/.cursor/mcp.json (Windows: %USERPROFILE%\.cursor\mcp.json). Use a real name and email (SEC FAQ). Same snippet is in examples/cursor.mcp.json and examples/claude.mcp.json.

{
  "mcpServers": {
    "edgar-filings": {
      "command": "uvx",
      "args": ["edgar-filings-mcp"],
      "env": {
        "EDGAR_IDENTITY": "Your Name you@example.com"
      }
    }
  }
}

PyPI package edgar-filings-mcp is live. Registry name is io.github.Dxfory/edgar-mcp. Skip Smithery hosted. Pin mcp>=1.9,<2 — MCP 2.x renamed FastMCP; the package already pins that range.

The first uvx launch downloads edgartools (pandas / pyarrow). If the client looks stuck, run uvx edgar-filings-mcp once in a terminal so uv can cache the wheels, then restart the MCP server. After that, initialize is a couple of seconds.

No uv yet:

macOS / Linux:

curl -LsSf https://astral.sh/uv/install.sh | sh

Windows (PowerShell):

irm https://astral.sh/uv/install.ps1 | iex

From git instead of PyPI:

uvx --from git+https://github.com/Dxfory/edgar-mcp.git edgar-filings-mcp

Clone (no uv)

git clone https://github.com/Dxfory/edgar-mcp.git
cd edgar-mcp
python -m venv .venv

macOS / Linux:

.venv/bin/python -m pip install -e .

Windows:

.\.venv\Scripts\python -m pip install -e .

Point the client at that interpreter with args ["-m", "edgar_mcp"].

If PyPI SSL fails (common with a local HTTPS proxy), use a mirror:

python -m pip install -e . -i https://pypi.tuna.tsinghua.edu.cn/simple

Tools

form on get_trading_symbols, get_segment_revenue, and get_bdc_nonaccrual is 10-K (default) or 10-Q. get_bdc_nonaccrual accepts SEC BDCs (814- filers) such as ARCC.

Theme coverage

Four tools: trading symbols, segment revenue, BDC non-accrual, Form 4. Each figure carries accession, concept, period, and an EDGAR URL. NVDA segment revenue resolves through get_segment_revenue. BDC credit work resolves through get_bdc_nonaccrual. The server speaks stdio.

... View full README on GitHub