# SEC EDGAR Intelligence MCP (`red.cars/sec-edgar-intelligence-mcp`) Actor

AI agent MCP server for SEC EDGAR corporate filings — 10-K, 10-Q, 8-K, Form 4 insider trades, and extracted XBRL financial data.

- **URL**: https://apify.com/red.cars/sec-edgar-intelligence-mcp.md
- **Developed by:** [AutomateLab](https://apify.com/red.cars) (community)
- **Categories:** AI
- **Stats:** 1 total users, 0 monthly users, 0.0% runs succeeded, NaN bookmarks
- **User rating**: No ratings yet

## Pricing

Pay per usage

This Actor is paid per platform usage. The Actor is free to use, and you only pay for the Apify platform usage, which gets cheaper the higher subscription plan you have.

Learn more: https://docs.apify.com/platform/actors/running/actors-in-store#pay-per-usage

## What's an Apify Actor?

Actors are a software tools running on the Apify platform, for all kinds of web data extraction and automation use cases.
In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours,
and optionally produces a well-defined JSON output, datasets with results, or files in key-value store.
In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server.
Actors are written with capital "A".

## How to integrate an Actor?

If asked about integration, you help developers integrate Actors into their projects.
You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready.
The best way to integrate Actors is as follows.

In JavaScript/TypeScript projects, use official [JavaScript/TypeScript client](https://docs.apify.com/api/client/js.md):

```bash
npm install apify-client
```

In Python projects, use official [Python client library](https://docs.apify.com/api/client/python.md):

```bash
pip install apify-client
```

In shell scripts, use [Apify CLI](https://docs.apify.com/cli/docs.md):

````bash
# MacOS / Linux
curl -fsSL https://apify.com/install-cli.sh | bash
# Windows
irm https://apify.com/install-cli.ps1 | iex
```bash

In AI frameworks, you might use the [Apify MCP server](https://docs.apify.com/platform/integrations/mcp.md).

If your project is in a different language, use the [REST API](https://docs.apify.com/api/v2.md).

For usage examples, see the [API](#api) section below.

For more details, see Apify documentation as [Markdown index](https://docs.apify.com/llms.txt) and [Markdown full-text](https://docs.apify.com/llms-full.txt).


# README

## SEC EDGAR Intelligence MCP

> AI agent MCP server for SEC EDGAR corporate filings — 10-K annual reports, 10-Q quarterly filings, 8-K material events, Form 4 insider trades, and extracted XBRL financial data.

**MCP Endpoint:** https://sec-edgar-intelligence-mcp.apify.actor/mcp
**GitHub:** [red-cars-io/sec-edgar-intelligence-mcp](https://github.com/red-cars-io/sec-edgar-intelligence-mcp)
**No API key required.**

---

### What It Does

Give AI agents live access to SEC EDGAR corporate filings — the same data VCs, quant funds, and corporate development teams pay Bloomberg and Capital IQ thousands for. Extract 10-K risk factors, quarterly financials, insider trading history, and material events for any publicly traded US company. **No API key required.** SEC provides this data free.

Built on official `ts-standby` Apify template with standby mode for instant response.

---

### Why Use SEC EDGAR Intelligence MCP?

- **Due diligence at AI speed** — Full 10-K risk factor extraction + XBRL financials in seconds, not hours of manual SEC EDGAR navigation
- **Insider trade signals** — Form 4 filing history for any company executive's buying/selling patterns
- **Material event tracking** — Real-time 8-K filings for earnings releases, M&A activity, leadership changes
- **No credentials to manage** — SEC provides all data free; this MCP wraps it in LLM-ready JSON
- **Cross-sell with company-intelligence-mcp** — Use together for complete deal due diligence picture

---

### How to Use

#### 1. Connect to your AI agent

Add this MCP server to Claude Desktop, Cursor, Windsurf, or any MCP-compatible client:

```json
{
  "mcpServers": {
    "sec-edgar-intelligence": {
      "url": "https://sec-edgar-intelligence-mcp.apify.actor/mcp"
    }
  }
}
````

#### 2. Ask your agent

```
"Get me the latest 10-K risk factors and insider trading history for Apple"
```

#### 3. Get structured financial data

Agent responds with structured JSON — no manual SEC EDGAR navigation required.

***

### Tools

#### search\_company\_filings — $0.05

Search SEC EDGAR for company filings by form type and date range.

**Input:** `company_name` (required), `form_type`, `date_from`, `date_to`, `max_results`

```json
{
  "query": {
    "company_name": "Apple",
    "form_type": "10-K"
  },
  "total_filings": 24,
  "filings": [
    {
      "accession_number": "0000320193-24-000123",
      "form_type": "10-K",
      "filing_date": "2024-10-25",
      "document_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019324000123/0000320193-24-000123-index.htm"
    }
  ],
  "ticker": "AAPL",
  "source": "SEC EDGAR"
}
```

#### get\_10k\_annual\_report — $0.10

Full 10-K annual report extraction: financial highlights from XBRL, business description, and risk factors.

**Input:** `company_name` (required), `year` (optional)

```json
{
  "company_name": "Apple Inc.",
  "ticker": "AAPL",
  "fiscal_year": "2024",
  "business_description": "Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide...",
  "risk_factors": [
    "The Company's competitive position depends on its ability to compete effectively in markets where... technology changes rapidly and competitors may introduce products or services that are more attractive..."
  ],
  "financial_highlights": {
    "total_revenue": "$391035000000",
    "net_income": "$97099000000",
    "total_assets": "$352583000000",
    "cash_and_equivalents": "$62004000000"
  },
  "xbrl_confirmed": true,
  "source": "SEC EDGAR"
}
```

#### get\_10q\_quarterly\_report — $0.08

10-Q quarterly report extraction with XBRL financial highlights.

**Input:** `company_name` (required), `quarter`, `year`

```json
{
  "company_name": "Apple Inc.",
  "ticker": "AAPL",
  "period": "Recent 2024",
  "filing_date": "2024-07-30",
  "financial_highlights": {
    "revenue": "$85777000000",
    "net_income": "$19328000000"
  },
  "source": "SEC EDGAR"
}
```

#### get\_8k\_material\_events — $0.08

8-K material event filings — earnings releases, leadership changes, M\&A activity, and other triggering events.

**Input:** `company_name` (required), `max_results`

```json
{
  "company_name": "Apple Inc.",
  "ticker": "AAPL",
  "events": [
    {
      "event_date": "2024-11-01",
      "form_type": "8-K",
      "event_description": "8-K filing 0000320193-24-000456",
      "accession_number": "0000320193-24-000456",
      "document_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019324000456/0000320193-24-000456-index.htm"
    }
  ],
  "total_events": 10,
  "source": "SEC EDGAR"
}
```

#### get\_insider\_trades — $0.12

Form 4 insider trading history — executive purchases, sales, ownership changes.

**Input:** `company_name` (required), `max_results`

```json
{
  "company_name": "Apple Inc.",
  "ticker": "AAPL",
  "cik": "0000320193",
  "trades": [
    {
      "filing_date": "2024-11-04",
      "owner_name": "",
      "owner_title": "0000320193-24-000789",
      "transaction_type": "4",
      "document_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019324000789/0000320193-24-000789-index.htm"
    }
  ],
  "total_trades": 20,
  "source": "SEC EDGAR"
}
```

#### get\_company\_info — $0.05

CIK lookup, SIC description, state of incorporation, fiscal year end, filing history counts, and business description.

**Input:** `company_name` (required)

```json
{
  "company_name": "APPLE INC.",
  "ticker": "AAPL",
  "cik": "0000320193",
  "sic": "3571",
  "sic_description": "Electronic Computers",
  "state_of_incorporation": "CA",
  "fiscal_year_end": "0930",
  "filing_history": {
    "tenK_count": 10,
    "tenQ_count": 39,
    "eightK_count": 78,
    "four_count": 156
  },
  "business_description": "Entity: Apple Inc.",
  "source": "SEC EDGAR"
}
```

***

### Pricing

| Tool | Price |
|------|-------|
| search\_company\_filings | $0.05 |
| get\_10k\_annual\_report | $0.10 |
| get\_10q\_quarterly\_report | $0.08 |
| get\_8k\_material\_events | $0.08 |
| get\_insider\_trades | $0.12 |
| get\_company\_info | $0.05 |

All data sourced from SEC EDGAR (free public API) — no per-call API costs = maximum margin.

***

### Comparison

| Feature | SEC EDGAR MCP | Capital IQ | Bloomberg |
|---------|--------------|------------|-----------|
| 10-K extraction | ✅ | ✅ (paid) | ✅ (paid) |
| Insider trades (Form 4) | ✅ | ✅ (paid) | ✅ (paid) |
| 8-K material events | ✅ | ✅ (paid) | ✅ (paid) |
| XBRL financials | ✅ | ✅ | ✅ |
| No API key required | ✅ | ❌ | ❌ |
| MCP-compatible | ✅ | ❌ | ❌ |
| Price | **$0.05–$0.12/call** | **$2,000+/mo** | **$2,000+/mo** |

***

### Data Sources

All data from [SEC EDGAR](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany) — the official US Securities and Exchange Commission filing database. Public and free.

***

### Known Limitations

- **Form 4 transaction details** — Full transaction details (share price, transaction type, ownership change) require parsing the Form 4 XML document. Current tool returns filing metadata. Full XML parsing is on the roadmap.
- **XBRL lag** — Financial facts extracted from XBRL have ~1-2 day lag vs raw filing
- **Company name matching** — Use exact company name with Inc/Ltd/Corp suffix for best results

***

*Built on ts-standby template | Uses apify/actor-node:20 | Last updated: 2026-05-08*

# Actor input Schema

## `tool` (type: `string`):

One of: search\_company\_filings, get\_10k\_annual\_report, get\_10q\_quarterly\_report, get\_8k\_material\_events, get\_insider\_trades, get\_company\_info

## `company_name` (type: `string`):

Company name (e.g., Apple, APPLE INC)

## `form_type` (type: `string`):

Filter by form type (10-K, 10-Q, 8-K, 4)

## `max_results` (type: `integer`):

Maximum number of results to return

## `year` (type: `integer`):

Fiscal year filter

## Actor input object example

```json
{
  "max_results": 25
}
```

# API

You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup.

## JavaScript example

```javascript
import { ApifyClient } from 'apify-client';

// Initialize the ApifyClient with your Apify API token
// Replace the '<YOUR_API_TOKEN>' with your token
const client = new ApifyClient({
    token: '<YOUR_API_TOKEN>',
});

// Prepare Actor input
const input = {};

// Run the Actor and wait for it to finish
const run = await client.actor("red.cars/sec-edgar-intelligence-mcp").call(input);

// Fetch and print Actor results from the run's dataset (if any)
console.log('Results from dataset');
console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`);
const { items } = await client.dataset(run.defaultDatasetId).listItems();
items.forEach((item) => {
    console.dir(item);
});

// 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs

```

## Python example

```python
from apify_client import ApifyClient

# Initialize the ApifyClient with your Apify API token
# Replace '<YOUR_API_TOKEN>' with your token.
client = ApifyClient("<YOUR_API_TOKEN>")

# Prepare the Actor input
run_input = {}

# Run the Actor and wait for it to finish
run = client.actor("red.cars/sec-edgar-intelligence-mcp").call(run_input=run_input)

# Fetch and print Actor results from the run's dataset (if there are any)
print("💾 Check your data here: https://console.apify.com/storage/datasets/" + run["defaultDatasetId"])
for item in client.dataset(run["defaultDatasetId"]).iterate_items():
    print(item)

# 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start

```

## CLI example

```bash
echo '{}' |
apify call red.cars/sec-edgar-intelligence-mcp --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "command": "npx",
            "args": [
                "mcp-remote",
                "https://mcp.apify.com/?tools=red.cars/sec-edgar-intelligence-mcp",
                "--header",
                "Authorization: Bearer <YOUR_API_TOKEN>"
            ]
        }
    }
}

```

## OpenAPI specification

```json
{
    "openapi": "3.0.1",
    "info": {
        "title": "SEC EDGAR Intelligence MCP",
        "description": "AI agent MCP server for SEC EDGAR corporate filings — 10-K, 10-Q, 8-K, Form 4 insider trades, and extracted XBRL financial data.",
        "version": "0.0",
        "x-build-id": "XEACKhe9px9hbm8Fc"
    },
    "servers": [
        {
            "url": "https://api.apify.com/v2"
        }
    ],
    "paths": {
        "/acts/red.cars~sec-edgar-intelligence-mcp/run-sync-get-dataset-items": {
            "post": {
                "operationId": "run-sync-get-dataset-items-red.cars-sec-edgar-intelligence-mcp",
                "x-openai-isConsequential": false,
                "summary": "Executes an Actor, waits for its completion, and returns Actor's dataset items in response.",
                "tags": [
                    "Run Actor"
                ],
                "requestBody": {
                    "required": true,
                    "content": {
                        "application/json": {
                            "schema": {
                                "$ref": "#/components/schemas/inputSchema"
                            }
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "token",
                        "in": "query",
                        "required": true,
                        "schema": {
                            "type": "string"
                        },
                        "description": "Enter your Apify token here"
                    }
                ],
                "responses": {
                    "200": {
                        "description": "OK"
                    }
                }
            }
        },
        "/acts/red.cars~sec-edgar-intelligence-mcp/runs": {
            "post": {
                "operationId": "runs-sync-red.cars-sec-edgar-intelligence-mcp",
                "x-openai-isConsequential": false,
                "summary": "Executes an Actor and returns information about the initiated run in response.",
                "tags": [
                    "Run Actor"
                ],
                "requestBody": {
                    "required": true,
                    "content": {
                        "application/json": {
                            "schema": {
                                "$ref": "#/components/schemas/inputSchema"
                            }
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "token",
                        "in": "query",
                        "required": true,
                        "schema": {
                            "type": "string"
                        },
                        "description": "Enter your Apify token here"
                    }
                ],
                "responses": {
                    "200": {
                        "description": "OK",
                        "content": {
                            "application/json": {
                                "schema": {
                                    "$ref": "#/components/schemas/runsResponseSchema"
                                }
                            }
                        }
                    }
                }
            }
        },
        "/acts/red.cars~sec-edgar-intelligence-mcp/run-sync": {
            "post": {
                "operationId": "run-sync-red.cars-sec-edgar-intelligence-mcp",
                "x-openai-isConsequential": false,
                "summary": "Executes an Actor, waits for completion, and returns the OUTPUT from Key-value store in response.",
                "tags": [
                    "Run Actor"
                ],
                "requestBody": {
                    "required": true,
                    "content": {
                        "application/json": {
                            "schema": {
                                "$ref": "#/components/schemas/inputSchema"
                            }
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "token",
                        "in": "query",
                        "required": true,
                        "schema": {
                            "type": "string"
                        },
                        "description": "Enter your Apify token here"
                    }
                ],
                "responses": {
                    "200": {
                        "description": "OK"
                    }
                }
            }
        }
    },
    "components": {
        "schemas": {
            "inputSchema": {
                "type": "object",
                "required": [
                    "tool"
                ],
                "properties": {
                    "tool": {
                        "title": "Tool name",
                        "enum": [
                            "search_company_filings",
                            "get_10k_annual_report",
                            "get_10q_quarterly_report",
                            "get_8k_material_events",
                            "get_insider_trades",
                            "get_company_info"
                        ],
                        "type": "string",
                        "description": "One of: search_company_filings, get_10k_annual_report, get_10q_quarterly_report, get_8k_material_events, get_insider_trades, get_company_info"
                    },
                    "company_name": {
                        "title": "Company name",
                        "type": "string",
                        "description": "Company name (e.g., Apple, APPLE INC)"
                    },
                    "form_type": {
                        "title": "Form type",
                        "type": "string",
                        "description": "Filter by form type (10-K, 10-Q, 8-K, 4)"
                    },
                    "max_results": {
                        "title": "Max results",
                        "type": "integer",
                        "description": "Maximum number of results to return",
                        "default": 25
                    },
                    "year": {
                        "title": "Year",
                        "type": "integer",
                        "description": "Fiscal year filter"
                    }
                }
            },
            "runsResponseSchema": {
                "type": "object",
                "properties": {
                    "data": {
                        "type": "object",
                        "properties": {
                            "id": {
                                "type": "string"
                            },
                            "actId": {
                                "type": "string"
                            },
                            "userId": {
                                "type": "string"
                            },
                            "startedAt": {
                                "type": "string",
                                "format": "date-time",
                                "example": "2025-01-08T00:00:00.000Z"
                            },
                            "finishedAt": {
                                "type": "string",
                                "format": "date-time",
                                "example": "2025-01-08T00:00:00.000Z"
                            },
                            "status": {
                                "type": "string",
                                "example": "READY"
                            },
                            "meta": {
                                "type": "object",
                                "properties": {
                                    "origin": {
                                        "type": "string",
                                        "example": "API"
                                    },
                                    "userAgent": {
                                        "type": "string"
                                    }
                                }
                            },
                            "stats": {
                                "type": "object",
                                "properties": {
                                    "inputBodyLen": {
                                        "type": "integer",
                                        "example": 2000
                                    },
                                    "rebootCount": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "restartCount": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "resurrectCount": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "computeUnits": {
                                        "type": "integer",
                                        "example": 0
                                    }
                                }
                            },
                            "options": {
                                "type": "object",
                                "properties": {
                                    "build": {
                                        "type": "string",
                                        "example": "latest"
                                    },
                                    "timeoutSecs": {
                                        "type": "integer",
                                        "example": 300
                                    },
                                    "memoryMbytes": {
                                        "type": "integer",
                                        "example": 1024
                                    },
                                    "diskMbytes": {
                                        "type": "integer",
                                        "example": 2048
                                    }
                                }
                            },
                            "buildId": {
                                "type": "string"
                            },
                            "defaultKeyValueStoreId": {
                                "type": "string"
                            },
                            "defaultDatasetId": {
                                "type": "string"
                            },
                            "defaultRequestQueueId": {
                                "type": "string"
                            },
                            "buildNumber": {
                                "type": "string",
                                "example": "1.0.0"
                            },
                            "containerUrl": {
                                "type": "string"
                            },
                            "usage": {
                                "type": "object",
                                "properties": {
                                    "ACTOR_COMPUTE_UNITS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_WRITES": {
                                        "type": "integer",
                                        "example": 1
                                    },
                                    "KEY_VALUE_STORE_LISTS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_INTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_EXTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_RESIDENTIAL_TRANSFER_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_SERPS": {
                                        "type": "integer",
                                        "example": 0
                                    }
                                }
                            },
                            "usageTotalUsd": {
                                "type": "number",
                                "example": 0.00005
                            },
                            "usageUsd": {
                                "type": "object",
                                "properties": {
                                    "ACTOR_COMPUTE_UNITS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_WRITES": {
                                        "type": "number",
                                        "example": 0.00005
                                    },
                                    "KEY_VALUE_STORE_LISTS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_INTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_EXTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_RESIDENTIAL_TRANSFER_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_SERPS": {
                                        "type": "integer",
                                        "example": 0
                                    }
                                }
                            }
                        }
                    }
                }
            }
        }
    }
}
```
