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§ Quickstart
Add the following to your MCP client configuration (Cursor, Claude Desktop, etc.):
Replace YOUR_NAME and email. Requires Python 3.11+ and uv.
⚠️
User-Agent must use a real name and reachable email or SEC may block your IP.
MCP Client Configuration
{
"mcpServers": {
"sec-edgar-mcp": {
"command": "uvx",
"args": [
"sec-edgar-mcp"
],
"env": {
"SEC_EDGAR_USER_AGENT": "Your Name ([email protected])"
}
}
}
}Config file locations
- Cursor: Settings → MCP, or edit ~/.cursor/mcp.json
- Claude Desktop: edit claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\)
§ Tools Reference
4 tools
get_company_info
Company info and CIK
| Parameter | Type | Required | Description |
|---|---|---|---|
| ticker | string | ✓ | Ticker |
get_filings
List 10-K/10-Q/8-K filings
| Parameter | Type | Required | Description |
|---|---|---|---|
| ticker | string | ✓ | Ticker |
get_financial_statements
Parsed XBRL financial statements
| Parameter | Type | Required | Description |
|---|---|---|---|
| ticker | string | ✓ | Ticker |
get_insider_transactions
Form 4 insider transactions
| Parameter | Type | Required | Description |
|---|---|---|---|
| ticker | string | ✓ | Ticker |
§ Examples
Once configured, you can ask the AI directly:
10-K analysis
Get AAPL latest 10-K financial statements summary
XBRL structured data
LadleAgent