secedgar-mcp-server

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Tools

Six tools for querying SEC EDGAR data, plus three for SQL analytics over the DuckDB-backed canvas dataframes those tools materialize:

Tool	Description
secedgar_company_search	Find companies and retrieve entity info with optional recent filings
secedgar_search_filings	Full-text search across all EDGAR filing documents since 1993
secedgar_get_filing	Fetch a specific filing's metadata and document content
secedgar_get_financials	Get historical XBRL financial data for a company
secedgar_fetch_frames	Fetch SEC XBRL frames for one concept × one period across all reporting companies
secedgar_search_concepts	Discover supported XBRL concept names or reverse-lookup a raw tag
secedgar_dataframe_describe	List canvas dataframes with provenance, TTL, and schema
secedgar_dataframe_query	Run a single-statement SELECT across dataframes
secedgar_dataframe_drop	Drop a canvas dataframe by name. Opt-in via EDGAR_DATAFRAME_DROP_ENABLED=true — off by default since TTL already handles cleanup

secedgar_company_search

Entry point for most EDGAR workflows — resolve tickers, names, or CIKs to entity details.

• Supports ticker symbols (AAPL), company names (Apple), or CIK numbers (320193)
• Optionally includes recent filings with form type filtering
• Returns entity metadata: SIC code, exchanges, fiscal year end, state of incorporation

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secedgar_search_filings

Full-text search across all EDGAR filing documents since 1993.

• Exact phrases ("material weakness"), boolean operators (revenue OR income), wildcards (account*)
• Entity targeting within query string (cik:320193 or ticker:AAPL)
• Date range filtering, form type filtering, pagination up to 10,000 results
• Returns form distribution for narrowing follow-up searches
• When post-filter hits exceed the inline limit, the already-fetched EFTS window (entity-filtered when ticker:/cik: is used) is materialized as a df_<id> dataframe — query it with secedgar_dataframe_query

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secedgar_get_filing

Fetch a specific filing's metadata and document content by accession number.

• Accepts accession numbers in dash or no-dash format
• Converts HTML filings to readable plain text
• Configurable content limit (1K–200K characters, default 50K)
• Can fetch specific exhibits by document name

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secedgar_get_financials

Get historical XBRL financial data for a company with friendly concept name resolution.