MCP serverio.github.cyanheads/secedgar-mcp-server

Find companies and retrieve entity info with optional recent filings. Entry point for most EDGAR workflows — resolves tickers, names, or CIKs to entity details, with accession numb

Compare 2-10 named companies across 1-8 XBRL concepts, aligned on calendar periods. This is the middle shape between secedgar_get_financials (one company, one concept, full history

List the dataframes (df_XXXXX_XXXXX) registered by the data-returning secedgar_* tools — any tool whose response carries a `dataset` handle stages its full result set here. Each en

Run a single-statement SELECT against the canvas dataframes registered by the data-returning secedgar_* tools — any tool whose response carries a `dataset` handle. Inspect a datafr

Fetch SEC XBRL frames for one concept × one period across all reporting companies. Inline response returns a page of the ranked companies — start at the top or pass offset/next_off

Find which institutional managers reported holding an issuer, by searching 13F-HR information tables for one reporting quarter. This is the reverse direction of secedgar_get_instit

List the 5%-and-over beneficial owners of a public company, parsed from the structured SCHEDULE 13D and SCHEDULE 13G filings made about it. The input is the ISSUER — the company be

Fetch a specific filing's metadata and document content by accession number. Returns the primary document as readable text. Use offset/next_offset for multi-page access to large fi

Get historical XBRL financial data for a company. Accepts friendly concept names (e.g., "revenue", "net_income", "assets") or raw XBRL tags. Discover available friendly names with

List what an ETF or mutual fund holds, parsed from the NPORT-P portfolio report it files with the SEC every quarter. The input is the fund — a ticker like VOO, a fund series ID, or

Fetch Form 4 insider transactions (purchases, sales, grants, exercises) for a company by parsing SEC EDGAR ownership XML. Returns the reporting person, their relationship to the is

Fetch 13F-HR quarterly institutional holdings by parsing the SEC EDGAR information table XML. company is the institutional filer — its 10-digit CIK (e.g. 0000102909), a ticker, or

Retrieve a company's 8-K filings with their item codes decoded, optionally filtered to specific items. 8-K item codes are how material events are actually scoped — 1.01 material ag

Build a company financial profile in one call: the latest value of every supported XBRL concept, grouped by statement. Reads the filer's complete companyfacts payload once rather t

Search supported XBRL financial concepts by keyword, statement group, or taxonomy. Use before secedgar_get_financials, secedgar_compare_companies, or secedgar_fetch_frames to disco

Search EDGAR filings since 1993. Full-text search covers 2001-present (the EFTS index floor); pre-2001 date ranges (to 1993) are served from the archives by form and entity/date. P