MCP Server for AI Agents: SEC EDGAR Filings & XBRL Financials

An always-on Model Context Protocol (MCP) server and batch Actor for SEC EDGAR: recent company filings (10-K, 10-Q, 8-K, Form 4, 13F), EDGAR full-text search, company profiles and exact XBRL financial facts with year-over-year growth. Built for AI agents (Claude Desktop, Cursor, Windsurf, OpenAI Agents, LangChain), equity research, compliance monitoring, event-driven alerts and financial data pipelines.

No proxies, no browser, no logins, no API keys: only the official, unauthenticated SEC JSON APIs are called (data.sec.gov, efts.sec.gov, www.sec.gov) with a compliant, identifying User-Agent.

Features

• Four modes: company_filings, search_filings, company_profile, financial_facts.
• Filings of one or many companies (tickers or CIKs, up to 10) with form, date range and keyword filters; every filing carries a direct https://www.sec.gov/Archives/... document link and the filing index link.
• Full-text search across all EDGAR filings (search_filings), optionally restricted to given companies (CIKs; the bare default ["AAPL"] prefill is treated as "not set", so use 0000320193 or add another company to force an Apple-only search), forms and dates.
• Company profiles: CIK, name, tickers, exchanges, SIC, EIN, state of incorporation, fiscal year end, business address, latest 10-K and 10-Q dates and links.
• XBRL financial facts per company and concept with exact values and yoy_change_pct.
• Deterministic de-duplication (uid), hard max_items and max_total_charge_usd caps.

What you get

record_type	Mode	What it is
filing	company_filings, search_filings	One SEC filing (form, dates, items, primary document, XBRL flags, links)
company_profile	company_profile	One company (identity, tickers, SIC, address, latest 10-K and 10-Q)
financial_fact	financial_facts	One XBRL fact (concept, unit, value, period, filing, YoY change)

Endpoints

• GET / and GET /health: readiness probe, returns {"status":"ok","actor":"sec-edgar-filings-mcp",...}.
• POST /mcp: MCP JSON-RPC 2.0 (initialize, ping, tools/list, tools/call).

Standby URL: https://mutualistic-housing--sec-edgar-filings-mcp.apify.actor/mcp (authenticate with your Apify API token).

Input

Field	Type	Default
mode	company_filings, search_filings, company_profile, financial_facts	company_filings
companies	string[] of tickers or CIKs, 1 to 10	none (prefill AAPL; falls back to AAPL). In search_filings they restrict the search to those CIKs, but the bare default ["AAPL"] counts as "not set" (no restriction); use the CIK form 0000320193 or add another company to restrict to Apple
forms	string[] of form types such as 10-K, up to 20	all forms
query	string, max 300 chars (required for search_filings; keyword filter in company_filings)	none
concepts	string[] of preset keys or XBRL tags, 1 to 10 (mode financial_facts)	["NetIncomeLoss"]
taxonomy	us-gaap, dei, ifrs-full (non-preset concepts)	us-gaap
start_date, end_date	YYYY-MM-DD; filing date for filings, period end date for facts	none
max_items	integer 1 to 500	25
max_total_charge_usd	number or null	no cap

An empty {} input runs: the 25 latest filings of Apple (AAPL). camelCase aliases (startDate, endDate, maxItems, maxTotalChargeUsd) are accepted. Invalid input is rejected with INVALID_INPUT_ZERO_CHARGE before any network call or charge.

Batch input examples

Latest annual and quarterly reports of three companies:

{"mode": "company_filings", "companies": ["AAPL", "MSFT", "NVDA"], "forms": ["10-K", "10-Q"], "max_items": 30}

Full-text search for 10-K filings that mention a topic:

{"mode": "search_filings", "query": "artificial intelligence", "forms": ["10-K"], "start_date": "2025-01-01", "end_date": "2025-12-31"}

Company profiles:

{"mode": "company_profile", "companies": ["AAPL", "BRK-B", "320193"]}

Revenue and net income with year-over-year change from annual reports:

{"mode": "financial_facts", "companies": ["AAPL"], "concepts": ["Revenues", "NetIncomeLoss"], "forms": ["10-K"], "max_items": 20}

Preset companies and concepts

Companies (tickers are resolved without a lookup request; any other ticker or CIK works too): AAPL, MSFT, NVDA, GOOGL, AMZN, META, TSLA, BRK-B, JPM, LLY.

Concepts: Revenues (falls back to RevenueFromContractWithCustomerExcludingAssessedTax and SalesRevenueNet), NetIncomeLoss, OperatingIncomeLoss, Assets, Liabilities, StockholdersEquity, CashAndCashEquivalentsAtCarryingValue, EarningsPerShareDiluted, CommonStockSharesOutstanding (dei:EntityCommonStockSharesOutstanding or us-gaap:CommonStockSharesOutstanding). Any other XBRL tag works with taxonomy.

MCP tools

{
  "mcpServers": {
    "sec-edgar": {
      "url": "https://mutualistic-housing--sec-edgar-filings-mcp.apify.actor/mcp",
      "headers": { "Authorization": "Bearer <APIFY_TOKEN>" }
    }
  }
}

• get_company_filings: companies, forms, query, start_date, end_date, max_items (default 10).
• search_sec_filings: query (required), forms, start_date, end_date, max_items.
• get_company_profiles: companies.
• get_financial_facts: companies, concepts, taxonomy, forms, start_date, end_date, max_items.
• list_preset_companies: no arguments; lists the preset companies and concepts (free).

Example calls:

curl -X POST "https://mutualistic-housing--sec-edgar-filings-mcp.apify.actor/mcp" \
  -H "Authorization: Bearer <APIFY_TOKEN>" \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"get_company_filings","arguments":{"companies":["AAPL"],"forms":["10-K"],"max_items":5}}}'

{"jsonrpc":"2.0","id":2,"method":"tools/call","params":{"name":"search_sec_filings","arguments":{"query":"artificial intelligence","forms":["10-K"],"max_items":10}}}

{"jsonrpc":"2.0","id":3,"method":"tools/call","params":{"name":"get_company_profiles","arguments":{"companies":["AAPL","NVDA"]}}}

{"jsonrpc":"2.0","id":4,"method":"tools/call","params":{"name":"get_financial_facts","arguments":{"companies":["AAPL"],"concepts":["NetIncomeLoss"],"forms":["10-K"],"max_items":5}}}

{"jsonrpc":"2.0","id":5,"method":"tools/call","params":{"name":"list_preset_companies","arguments":{}}}

Output fields

Filing records:

Field	Meaning
record_type, uid	Record kind; deterministic SHA-256 identifier
cik, company_name, tickers	10-digit CIK, company name and ticker symbols
accession_number, form	SEC accession number and form type
filing_date, report_date, acceptance_datetime	Filing date, period or event date, SEC acceptance timestamp
act, file_number, film_number	Securities act, SEC file number and film number
items	8-K item numbers such as 2.02, 9.01
description, primary_document	Document description and primary document file name
size_bytes, is_xbrl, is_inline_xbrl	Filing size and XBRL flags (submissions data only)
filing_url, index_url	Direct document link (or the index page when the primary document is not a plain file) and the filing index page
source	Upstream SEC API

The filing uid is derived from the CIK, accession number and primary document.

Company profile records:

Field	Meaning
record_type, uid	Record kind; deterministic SHA-256 identifier
cik, company_name, entity_type	Identity
sic, sic_description	Standard Industrial Classification
tickers, exchanges, ein	Tickers, listing exchanges (parallel to tickers) and employer identification number
state_of_incorporation, fiscal_year_end	State or country of incorporation and fiscal year end (MMDD)
business_city, business_state	Business address
recent_filings_count	Number of filings in the recent filings list
latest_10k_date, latest_10k_url, latest_10q_date, latest_10q_url	Filing date and link of the latest 10-K and 10-Q
sec_browse_url, source	EDGAR company page; upstream SEC API

Financial fact records:

Field	Meaning
record_type, uid	Record kind; deterministic SHA-256 identifier
cik, company_name	Company
taxonomy, concept, label	XBRL taxonomy, tag and human-readable label
unit, value	USD, USD/shares or shares; exact reported value (integers unchanged, decimals rounded half-up to 4 places)
start_date, end_date	Period; instant facts (balance sheet) have no start_date
fiscal_year, fiscal_period	Fiscal year and period of the reporting filing, not of the fact period
form, filed_date, accession_number, frame	Reporting filing and XBRL frame
yoy_change_pct	Year-over-year change in percent; see below
source	Upstream SEC API

The fact uid is derived from the CIK, taxonomy, concept, unit, accession number, start_date, end_date, fiscal_period and frame. It includes start_date, so a 3-month and a 9-month fact of the same filing that share the same end_date stay distinct records.

Example financial fact (shortened):

{
  "record_type": "financial_fact", "cik": "0000320193", "company_name": "Apple Inc.", "taxonomy": "us-gaap",
  "concept": "NetIncomeLoss", "unit": "USD", "value": 93736000000, "start_date": "2023-10-01", "end_date": "2024-09-28",
  "fiscal_year": 2024, "fiscal_period": "FY", "form": "10-K", "filed_date": "2024-11-01", "yoy_change_pct": -3.36,
  "uid": "<sha256>"
}

Year-over-year rule

yoy_change_pct is matched by period dates, not by fiscal_year (the fiscal year of a filing also covers the comparative periods it repeats). For each fact the prior-year fact has the same unit, the same kind (instant or duration), a period end 358 to 372 days earlier and, for durations, a length within 7 days. If several prior facts match, the most recently filed one is used. The result is (value - prior) / |prior| * 100, rounded half-up to 2 decimals. It is null when no comparable period exists or when the prior value is zero or negative.

SEC fair access

The SEC asks automated clients to identify themselves and stay below 10 requests per second. This Actor sends the User-Agent MutualisticLabs-SecEdgarMCP/0.1 (support@mutualisticlabs.com), keeps its own requests below that rate with a process-wide limiter shared by all clients and concurrent MCP calls (at most 8 requests per second, one request start every 0.125 s), backs off on 429 and 5xx responses and honours Retry-After. Data comes straight from the SEC and is not investment advice.

Security and limits

• Allowlisted hosts only: outbound requests go exclusively to data.sec.gov, efts.sec.gov and www.sec.gov over https. Redirects to any other host, non-https redirects, credentials in URLs and non-443 ports are rejected.
• SSRF protections: DNS results (and the connected peer address, checked before any body is read) that are loopback, private, link-local, CGNAT, NAT64, 6to4, Teredo, multicast or unspecified are refused. Resolved IP addresses never appear in error messages.
• Bounds: at most 500 items per run, 10 companies and 10 concepts per call, a 120 s global batch deadline, a 45 s deadline per MCP tool call, a 15 s per-request timeout (connect, TLS, headers and body) and a 4 MiB response size cap.
• MCP server: request bodies above 64 KiB return 413, POST /mcp requires Content-Type: application/json (415 otherwise) and at most 8 concurrent tool calls run (503 when busy).
• Unknown tickers, CIKs or concepts return an error entry for that company or concept; per-company failures never abort other companies.

Pricing

Pay per event: $0.001 per result-item (result-item: one de-duplicated filing, company profile or financial fact, as a dataset item or an MCP tool result row); the actor-start event is free and list_preset_companies is free. max_items and max_total_charge_usd are hard caps enforced in code, so a run never charges more than you configure. Invalid input and empty results are never charged.

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