secedgar-mcp-server

Fetch a specific filing's metadata and document content by accession number.

- Accepts accession numbers in dash or no-dash format
- Converts HTML filings to readable plain text
- Configurable content limit (1K–200K characters, default 50K)
- Can fetch specific exhibits by document name
- Binary entries — scanned pages, PDF exhibits, packaged archives and spreadsheets — are markedbinaryin the document catalog and rejected with abinary_documenterror instead of being returned as decoded bytes
- Offset pagingfor large documents (10-K, S-1/A can exceed 1M chars): passnext_offsetfrom a truncated response asoffseton the next call to continue reading; first-page truncated responses include a detectedoutline(headings with offsets) for targeted navigation
- Section targetingvia thesectionparam: jumps directly to a named heading by case-insensitive substring match (e.g."risk factors","item 7","certain relationships"); on a miss, the error carries the detected outline so you can pick the correct heading
- Extracted text is cached peraccession + document(bounded LRU, 8 entries), making subsequent paged calls cheap

Get historical XBRL financial data for a company with friendly concept name resolution.

- Friendly names like"revenue","net_income","eps_diluted"auto-resolve to correct XBRL tags
- Handles historical tag changes (e.g., ASC 606 revenue recognition)
- Automatic deduplication to one value per standard calendar period
- Filter by annual, quarterly, or all periods
- Optionallimitcaps the inline series to the most-recent N periods; the full series stays queryable via thedf_<id>dataframe
- Quarterly results carry acaveatsentry naming every calendar quarter absent from the frame-tagged series — SEC reports fiscal Q4 as the 10-K residual, so the calendar quarter that fiscal Q4 spans has no discrete quarterly value (calendar-year filers included), and a filer whose other fiscal quarters span non-calendar durations loses a second quarter the same way
- A furthercaveatsentry when the concept resolved to an XBRL tag SEC has retired from the taxonomy — that only happens when no current tag reports for the filer, and the series can stop years short
- Seesecedgar://conceptsresource for the full mapping

Build a company financial profile in one call instead of a run ofsecedgar_get_financialscalls.

- Reads the filer's complete companyfacts payload once, then resolves every supported concept against it
- Same frame dedup and tag priority assecedgar_get_financials, so the two agree for any concept they both cover
- Duration concepts (income statement, cash flow, per-share) report their latest full year and latest single quarter; balance-sheet and entity-info concepts report their latest point-in-time value
- Concepts the filer does not report are listed undergapswith the XBRL tags that were tried — never zero-filled or interpolated
- IFRS filers resolve through the mapped IFRS tag variants viataxonomy: "ifrs-full", which covers the income statement, balance sheet, cash flow, and per-share concepts; each line reports the taxonomy its value came from
- Compact single-record profile — no dataframe; reach forsecedgar_get_financialswhen you need a time series

Surface Form 4 / 4-A insider activity for a company by parsing ownership XML. Form 3 initial statements and Form 5 annual statements are not covered — reach those withsecedgar_search_filings(forms: ["3", "5"]) plussecedgar_get_filing.

- Reporting person, relationship to issuer (director, officer + title, 10% owner), and transaction date
- Transaction code mapped to a readable type (purchase, sale, gift, award, exercise, …); shares signed by acquired/disposed
- Price per share and shares owned after each transaction; covers non-derivative (open-market) and derivative (option/RSU) lines
- Filter bytransaction_type(purchase,sale,all); scans newest filings first
- The full set of transactions parsed from the scanned recent filings is materialized as adf_<id>dataframe (the inline list is a preview capped atlimit) — query it withsecedgar_dataframe_queryto aggregate net buy/sell by insider

Surface 13F-HR quarterly institutional holdings by parsing the information table.

- Pass the institutional filer (CIK or full legal name, e.g.0000102909for Vanguard) to see what it holds; for the reverse direction — which managers hold a given company — usesecedgar_find_holders, whosefiler_cikresults feed straight back into this tool
- Each holding: issuer name, CUSIP, market value (whole USD), shares/principal, and put/call; raw rows also carry investment discretion
- Sub-lines for the same security (one per manager/account) are consolidated into distinct positions sorted by value by default — passconsolidate: falsefor raw filing rows
- Resolves the filing-manager name and reporting quarter from the cover page; target a specific quarter withquarter(e.g."2025-Q4")
- total_holdings_in_filingcounts raw info-table rows;total_positionscounts distinct positions after consolidation (both beforelimit)
- Page through a large information table withoffset— the response echoes the effectiveoffsetand returnsnext_offsetwhile rows remain, so every position stays reachable even when the canvas is disabled
- The full parsed holdings set is materialized as adf_<id>dataframe (the inline list is one page oflimitrows) — query it withsecedgar_dataframe_queryfor full-filing aggregation or cross-quarter joins oncusip+reporting_period

Reverse 13F lookup: which institutional managers reported a position in an issuer, for one reporting quarter.

- Searching bycusipmatches the identifier the 13F information table itself carries — the precise path. Louisiana-Pacific Q1 2026 returns 451 filings by CUSIP546347105against 43 by the phrase"LOUISIANA-PACIFIC CORP"; the name path both under-matches (managers write the name differently) and over-matches (an unrelated issuer sharing a word)
- A CUSIP is not derivable from a ticker anywhere in EDGAR — read one off anysecedgar_get_institutional_holdingsresult, or fall back to the name path
- quartertargets a reporting period ("2026-Q1"); omit it for the newest quarter whose 45-day filing deadline has passed. The applied quarter and its filing window are echoed back
- Filings are kept by the period they report, not the date they were filed, so amendments restating an older quarter (roughly 6% of any window) do not land in the wrong quarter's holder list
- Up to 500 filer rows are fetched per call;total_filingsreports the full count anddataset.truncatedflags when more exist
- The list is unranked.EDGAR search relevance carries no signal about position size — read a manager's actual position by passing itsfiler_ciktosecedgar_get_institutional_holdings

The 5%-and-over stakes in an issuer — the blockholder layer between Form 4 insiders and 13F portfolios. Input is the issuer, the company being held.

- 13D is the activist form and carries the filer's stated purpose of the transaction; 13G is the passive form and has no purpose item at all, which is the substantive difference between a stake that intends to influence control and one that does not. Filter withform_kind
- Every reporting person is listed separately. Voting power, dispositive power, and percent of class are reported per person even on a joint filing where several funds and their controlling principal report the same underlying shares — summing those percentages double-counts the position
- Coverage starts2024-12-18, when SEC replaced the legacySC 13D/SC 13Gtext filings with structured XML under the currentSCHEDULE 13D/SCHEDULE 13Gnames. Earlier stakes are readable but not parseable, andlegacy_filings_before_coveragereports how many the issuer has — reach them withsecedgar_search_filingsand read them withsecedgar_get_filing
- Amendments carry the current position and are included by default;include_amendments=falseleaves only the filings that opened a position
- The full parsed set registers as adf_<id>dataframe at one row per reporting person, so it joins the insider and 13F dataframes on issuer CIK

What an ETF or mutual fund owns, from the NPORT-P portfolio report it files each quarter — the inverse of the ownership tools, which answer who owns a company.

- Input is the fund: a ticker (VOO), an SEC fund series ID (S000002839), or a CIK. Fund trusts are indexed by ticker and series rather than by name, so name the registrant by CIK unless the fund itself trades under that name (SPDR S&P 500 ETF Trust)
- An NPORT-P covers exactly one fund series and a registrant trust files one report per series per period, so a trust running several funds needs the specific fund named. A registrant that resolves to more than one series comes back with the series listed, each with its ticker; one whose series carry no ticker is routed by reading the series off its newest report, because a trust's own filing history interleaves funds whose fiscal quarters end on different months
- Every result is dated toreport_period_date. Reports publish roughly two months after the period they cover, so the holdings are the portfolio as of that date, not as of today;publication_lag_daysstates the gap. Target an earlier period withreport_date, chosen from theavailable_report_periodsin any response
- Positions carry the security name, CUSIP/ISIN/LEI where the filer reports them, share balance, USD value, and percent of net assets, alongside fund-level net assets, total assets, and total liabilities
- Positions come back largest first by percent of net assets, one page oflimitrows fromoffset. A broad index fund reports thousands — Vanguard Total Stock Market's most recent report carries 3,524 — so the full report registers as adf_<id>dataframe for aggregation and for joining the 13F and insider dataframes on CUSIP

A company's 8-K history with item codes decoded and filterable — the only surface that can scope by what the event actually was rather than by form.

Fetch SEC XBRL frames for one concept × one period across all reporting companies.

- Same friendly concept names assecedgar_get_financials
- Supports annual (CY2023), quarterly (CY2024Q2), and instant (CY2023Q4I) periods
- Inline response returns one page of the ranked companies (sort + limit), with ticker enrichment
- Walk further down the ranking withoffset— the response echoes the effectiveoffsetand returnsnext_offsetwhile companies remain, so ranks past the first page stay reachable even when the canvas is disabled
- The full frames response (all reporters, typically 2k–10k rows) is materialized as adf_<id>dataframe — query it withsecedgar_dataframe_query
- related_tagsflags alternate-definition tags some filers use as their primary line (e.g.cash→ restricted-cash-inclusive total,equity→ NCI-inclusive total), so a whole-universe screen on the base tag isn't silently under-inclusive — query those separately

Compare 2-10 named companies across 1-8 concepts, aligned on calendar periods — the middle shape betweensecedgar_get_financials(one company over time) andsecedgar_fetch_frames(one period across the market).

- One companyfacts read per company, resolved through the same frame dedup and tag priority assecedgar_get_financials
- Balance-sheet and entity-info concepts align on the calendar year or quarter their point-in-time snapshot falls in, so they sit in the same matrix as income-statement lines; each cell keeps its underlying XBRL frame
- periodsbounds the inline matrix (1-12, default 4) and the window shrinks further when companies x concepts x periods is too large to return in one response; the full aligned series is always materialized as adf_<id>dataframe for growth rates and spreads viasecedgar_dataframe_query
- A company that fails to resolve is reported infailed_companieswith a machine-readable reason and the comparison proceeds with the rest
- A company that does not report a concept is reported ingapswith the tags that were tried — never interpolated
- caveatssurface a filer missing one or two calendar quarters, a concept that resolved to a retired XBRL tag for one company, period ends that differ inside one aligned period, and concepts whose unit differs across companies

Discover supported XBRL concept names before querying financials or cross-company comparisons.

- Search by friendly name, label, or raw XBRL tag
- Filter by statement group (income_statement,balance_sheet,cash_flow,per_share,entity_info) or taxonomy
- Reverse-lookup raw tags likeNetIncomeLossto the supported friendly names
- Surfacesrelated_tagsfor concepts with a high-coverage alternate-definition tag (e.g. restricted-cash-inclusive cash) so callers can discover them before screening
- Filtering bytaxonomy: "ifrs-full"narrows the catalog to concepts with an IFRS tag confirmed against live 20-F filings; a concept with no IFRS equivalent is left out rather than mapped to a guess
- Returns the same catalog used bysecedgar_get_financials,secedgar_fetch_frames, andsecedgar://concepts

secedgar_dataframe_describe/secedgar_dataframe_query/secedgar_dataframe_drop

In-conversation SQL analytics over the dataframes thatsecedgar_fetch_frames,secedgar_compare_companies,secedgar_search_filings,secedgar_get_financials,secedgar_get_material_events,secedgar_get_insider_transactions,secedgar_get_institutional_holdings, andsecedgar_find_holdersmaterialize on a shared DuckDB-backed canvas. Each data-returning call adds adatasetfield with adf_XXXXX_XXXXXhandle; pass that handle tosecedgar_dataframe_queryfor joins, aggregates, window functions, percentiles — standard DuckDB SQL.