MCP Tools Reference

The EdgarTools MCP server provides 13 tools organized by intent -- what you actually want to do, not how APIs are structured.

Tool	What it does
edgar_company	Company profile, financials, filings, and ownership
edgar_search	Find companies or filings by metadata
edgar_screen	Filter companies by industry, exchange, or state
edgar_text_search	Full-text search across filing content
edgar_monitor	Live SEC filing feed
edgar_filing	Parse any filing into structured data
edgar_read	Extract specific sections from a filing
edgar_notes	Drill into notes and disclosures
edgar_trends	Financial time series with growth rates
edgar_compare	Side-by-side company comparison
edgar_ownership	Insider transactions and institutional portfolios
edgar_fund	Mutual fund, ETF, BDC, and money market fund data
edgar_proxy	Executive compensation and governance

Discover

edgar_company

Start here for any company question. Returns profile, financials, recent filings, and ownership in one call.

Parameter	Description
`identifier`	Ticker, CIK, or company name (required)
`include`	Sections to return: `profile`, `financials`, `filings`, `ownership` (default: profile, financials, filings)
`periods`	Number of financial periods (default: 4)
`period`	`annual` (default), `quarterly`, or `ttm` (trailing twelve months)

Try asking Claude:

"Show me Apple's profile and latest financials"
"Get Microsoft's recent filings and ownership data"

Example response

{
  "company": "NVIDIA CORP",
  "profile": {
    "tickers": ["NVDA"],
    "industry": "Semiconductors & Related Devices",
    "exchanges": ["Nasdaq"],
    "shares_outstanding": 24300000000
  },
  "financials": {
    "periods": 4,
    "period_type": "annual",
    "income_statement": "FY 2026 | FY 2025 | FY 2024 | FY 2023 ..."
  }
}

edgar_search

Search for companies or filings by metadata.

Parameter	Description
`query`	Search keywords
`search_type`	`companies`, `filings`, or `all` (default: `all`)
`identifier`	Limit to a specific company
`form`	Filter by form type (e.g., `10-K`, `8-K`)
`limit`	Max results (default: 10)

Try asking Claude:

"Search for semiconductor companies"
"Find Apple's 10-K filings"

edgar_screen

Discover companies by industry, exchange, or state. Uses local reference data -- zero API calls.

Parameter	Description
`industry`	Industry keyword
`sic`	Exact SIC code (integer)
`exchange`	Exchange name (e.g., `NYSE`, `Nasdaq`)
`state`	State of incorporation (2-letter code)
`limit`	Max results (default: 25)

Try asking Claude:

"Find pharmaceutical companies on NYSE"
"What software companies are in Delaware?"

edgar_text_search

Full-text search across SEC filing content via the SEC's EFTS (full-text search) system. Different from edgar_search, which searches metadata.

Parameter	Description
`query`	Search text (required)
`identifier`	Limit to a specific company
`forms`	Filter by form types (e.g., `["8-K", "10-K"]`)
`start_date`	Start date filter
`end_date`	End date filter

Try asking Claude:

"Search for filings mentioning artificial intelligence"
"Find 8-K filings about cybersecurity incidents"

edgar_monitor

See what was filed with the SEC in the last few minutes. No other financial data MCP server offers this.

Parameter	Description
`form`	Filter by form type (e.g., `8-K`, `4`)
`limit`	Max results (default: 20)

Try asking Claude:

"What SEC filings were just submitted?"
"Show me recent 8-K filings"

Example response

{
  "filings": [
    {"accession_number": "0001104659-26-034967", "form": "8-K", "filed": "2026-03-26", "company": "Haymaker Acquisition Corp. 4"},
    {"accession_number": "0001765048-26-000002", "form": "8-K", "filed": "2026-03-26", "company": "GUOCHUN INTERNATIONAL INC."},
    {"accession_number": "0001104659-26-034951", "form": "8-K", "filed": "2026-03-26", "company": "Quoin Pharmaceuticals, Ltd."}
  ],
  "count": 3,
  "form_filter": "8-K"
}

Examine

edgar_filing

Parse any filing into a structured object. If the filing has a typed data object (10-K, 10-Q, 8-K, Form 4, 13F, DEF 14A, etc.), returns extracted financials, transactions, sections, or holdings.

Two ways to specify the filing:

By company + form: identifier="AAPL", form="10-K" (gets the latest)
By accession number or URL: input="0000320193-23-000077"

Parameter	Description
`identifier`	Ticker, CIK, or name (used with `form`)
`form`	Form type: `10-K`, `10-Q`, `8-K`, `DEF 14A`, `4`, `13F-HR`, etc.
`input`	Accession number or SEC URL (alternative to identifier + form)
`detail`	`minimal`, `standard` (default), or `full`

Try asking Claude:

"Show me Apple's latest 10-K"
"What's in filing 0000320193-23-000077?"

Example response

{
  "accession_number": "0000320193-25-000079",
  "form": "10-K",
  "company": "Apple Inc.",
  "filed": "2025-10-31",
  "data_object_type": "TenK",
  "context": "Revenue: $416.2B | Net Income: $112.0B | Total Assets: $359.2B\n\nSECTIONS: Item 1, Item 1A, Item 1B, Item 1C, Item 2, Item 3, ..."
}

edgar_read

Extract specific sections from a filing. Use edgar_filing first to identify the filing, then edgar_read to get its content.

Available sections vary by form type:

Form	Sections
10-K / 10-Q	`business`, `risk_factors`, `mda`, `financials`, `controls`, `legal`
20-F	`business`, `risk_factors`, `mda`, `financials`, `directors`, `shareholders`, `controls`
8-K	`items`, `press_release`, `earnings`
DEF 14A	`compensation`, `pay_performance`, `governance`
SC 13D / 13G	`ownership`, `purpose`
13F-HR	`holdings`, `summary`

Parameter	Description
`accession_number`	Filing accession number
`identifier`	Company ticker/CIK (alternative -- gets most recent filing)
`form`	Form type (used with `identifier`)
`sections`	Sections to extract. Use `summary` for metadata, `all` for everything.

Try asking Claude:

"Show me the risk factors from Apple's latest 10-K"
"Get the MD&A section from Tesla's most recent annual report"
"Read the CEO compensation from Microsoft's proxy statement"

edgar_notes

Drill into the notes and disclosures behind financial statement numbers. Use this when you need to explain why a number is what it is -- debt terms, revenue recognition policies, lease schedules, contingencies.

Parameter	Description
`identifier`	Ticker, CIK, or name (required)
`topic`	Note topic: `debt`, `revenue`, `leases`, `contingencies`, etc. Omit for table of contents.
`form`	Filing form type (default: `10-K`). Use `10-Q` for quarterly notes.
`detail`	`minimal` (titles only), `standard` (context + tables), or `full` (includes DataFrame data)

Try asking Claude:

"What does Apple's debt note say?"
"Show me Tesla's revenue recognition policy"

Example response

{
  "company": "Apple Inc. [AAPL]",
  "total_notes": 16,
  "topic": "debt",
  "notes": [{
    "number": 9,
    "title": "Debt",
    "expands": ["Commercial paper", "Term debt"],
    "expands_statements": ["BalanceSheet", "CashFlowStatement"],
    "tables": [{"title": "Debt (Tables)"}],
    "context": "NOTE 9: Debt\n\nCommercial Paper\n\nThe Company issues unsecured short-term promissory notes..."
  }]
}

Analyze

edgar_trends

Financial time series with year-over-year and quarter-over-quarter growth rates. XBRL-sourced.

Parameter	Description
`identifier`	Ticker, CIK, or name (required)
`concepts`	Metrics to track: `revenue`, `net_income`, `eps`, `gross_profit`, `assets`, etc.
`periods`	Number of periods (default: 8)
`period`	`annual` (default) or `quarterly`
`include_growth`	Include YoY/QoQ growth rates and CAGR (default: true)

Try asking Claude:

"Show me Apple's revenue trend over 8 years"
"What is Microsoft's EPS growth trajectory?"

Example response

{
  "company": "MICROSOFT CORP",
  "period_type": "annual",
  "trends": {
    "revenue": {
      "values": [
        {"value": 375000000000, "period": "2025"},
        {"value": 245122000000, "period": "2024"},
        {"value": 211915000000, "period": "2023"}
      ],
      "growth_rates": [
        {"period": "2025", "growth": "53.0%"},
        {"period": "2024", "growth": "15.7%"}
      ],
      "cagr": "33.0%"
    }
  }
}

edgar_compare

Compare companies side-by-side or analyze an industry.

Parameter	Description
`identifiers`	List of tickers/CIKs to compare
`industry`	Alternative: industry name (auto-selects peers)
`metrics`	Metrics: `revenue`, `net_income`, `gross_profit`, `operating_income`, `assets`, `liabilities`, `equity`, `margins`, `growth`
`periods`	Number of periods (default: 3)
`annual`	Annual (default: true) or quarterly
`limit`	Max companies for industry comparison (default: 5)

Try asking Claude:

"Compare Apple, Microsoft, and Google on revenue and net income"
"How do the top semiconductor companies compare?"

Example response

{
  "companies": [
    {"identifier": "AAPL", "name": "Apple Inc.", "metrics": {"revenue": 416161000000, "net_margin": "26.9%", "gross_margin": "46.9%"}},
    {"identifier": "MSFT", "name": "MICROSOFT CORP", "metrics": {"revenue": 375000000000, "net_margin": "27.2%", "gross_margin": "69.9%"}},
    {"identifier": "GOOGL", "name": "Alphabet Inc.", "metrics": {"revenue": 405640000000, "net_margin": "27.8%", "gross_margin": "58.3%"}}
  ]
}

edgar_ownership

Insider transactions (Form 4) or institutional portfolios (13F).

Parameter	Description
`identifier`	Ticker, CIK, or fund CIK (required)
`analysis_type`	`insiders`, `fund_portfolio`, or `portfolio_diff` (required)
`limit`	Max results (default: 20)

Try asking Claude:

"Show me recent insider transactions at Apple"
"What stocks does Berkshire Hathaway hold?"
"How did Bridgewater's portfolio change last quarter?"

edgar_fund

Mutual funds, ETFs, BDCs, and money market funds -- lookup, search, portfolio holdings, and yields.

Parameter	Description
`action`	`lookup`, `search`, `portfolio`, `money_market`, `bdc_search`, or `bdc_portfolio` (required)
`identifier`	Fund ticker, series ID, or CIK
`query`	Search text for fund or BDC name
`limit`	Max results (default: 20)

Try asking Claude:

"Look up the Vanguard 500 Index Fund"
"Show me SPY's portfolio holdings"
"What money market funds does Fidelity offer?"

edgar_proxy

Executive compensation and pay-vs-performance from DEF 14A proxy statements.

Parameter	Description
`identifier`	Ticker, CIK, or name (required)
`filing_index`	Which proxy filing, 0=latest (default: 0)

Try asking Claude:

"What is Apple's CEO compensation?"
"Show me Microsoft's pay vs performance data"

Example response

{
  "company": "Apple Inc.",
  "form": "DEF 14A",
  "filing_date": "2026-01-08",
  "ceo": {"name": "Mr. Cook", "total_comp": 74294811, "actually_paid": 108423733},
  "neo_average": {"total_comp": 23812358, "actually_paid": 34125743},
  "pay_vs_performance": {"company_tsr": 233.88, "peer_tsr": 279.51, "net_income": 112010000000},
  "performance_measures": ["Net Sales", "Operating Income", "Relative TSR"]
}

Common Workflows

These patterns chain tools together for complete analyses:

Company research: edgar_company → edgar_read (10-K sections) → edgar_trends

Filing analysis: edgar_filing (by accession or URL) → edgar_read (extract sections)

Event monitoring: edgar_monitor → edgar_filing (examine new filings)

Peer comparison: edgar_screen (find peers) → edgar_compare (compare metrics)

For pre-built multi-step analysis workflows, see Workflows.