EdgarTools

by dgunning

379 downloads

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GitHub

About

Open-source SEC EDGAR toolkit. 11 tools and 7 research prompts covering every major filing type — 10-K, 10-Q, 8-K, Form 4 insider trades, 13F institutional holdings, Form D private placements, Form ADV investment advisers, DEF 14A proxy statements, SC 13D/G ownership, and NPORT f

Details

Author: dgunning
Downloads: 379
Categories: Other, Finance

- XBRL-native financial statements with standardized labels
- 20+ parsed filing types (10-K, 8-K, 13F, Form 4, etc.)
- Insider transaction tracking (Form 3/4/5)
- Institutional holdings and fund portfolio data
- Smart caching and configurable rate limiting
- Built-in MCP server for AI agent integration

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

Download and install Highlight from highlightai.com/download
Navigate to the plugins tab and select "Add Custom Plugin"
Configure the plugin with the settings below

Plugin Name EdgarTools

Command (node, npx, python, etc.)

Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
Enable "Start Automatically" if you want the plugin to start when Highlight launches

Setting up with Cursor

Open Cursor's settings
Navigate to the MCP section
Click "Add new Global MCP server"
Copy and paste the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "edgartools": {
            "edgartools": {
                "command": "uvx",
                "args": [
                    "edgartools",
                    "--mcp"
                ],
                "env": {
                    "EDGAR_IDENTITY": "Your Name your.email@example.com"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "edgartools": {
            "edgartools": {
                "command": "uvx",
                "args": [
                    "edgartools",
                    "--mcp"
                ],
                "env": {
                    "EDGAR_IDENTITY": "Your Name your.email@example.com"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "edgartools": {
            "edgartools": {
                "command": "uvx",
                "args": [
                    "edgartools",
                    "--mcp"
                ],
                "env": {
                    "EDGAR_IDENTITY": "Your Name your.email@example.com"
                }
            }
        }
    }
}

Setting up with Claude Desktop

Open Claude Desktop's settings
Go to the Integrations tab
Click "Add MCP Server"
Use the configuration below based on your operating system

Note: Make sure Claude Desktop is running before attempting to connect.

JSON

{
    "mcpServers": {
        "edgartools": {
            "edgartools": {
                "command": "uvx",
                "args": [
                    "edgartools",
                    "--mcp"
                ],
                "env": {
                    "EDGAR_IDENTITY": "Your Name your.email@example.com"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "edgartools": {
            "edgartools": {
                "command": "uvx",
                "args": [
                    "edgartools",
                    "--mcp"
                ],
                "env": {
                    "EDGAR_IDENTITY": "Your Name your.email@example.com"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "edgartools": {
            "edgartools": {
                "command": "uvx",
                "args": [
                    "edgartools",
                    "--mcp"
                ],
                "env": {
                    "EDGAR_IDENTITY": "Your Name your.email@example.com"
                }
            }
        }
    }
}

Setting up with Windsurf

Open Windsurf's preferences
Go to the Integrations section
Click "Add MCP Integration"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "edgartools": {
            "edgartools": {
                "command": "uvx",
                "args": [
                    "edgartools",
                    "--mcp"
                ],
                "env": {
                    "EDGAR_IDENTITY": "Your Name your.email@example.com"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "edgartools": {
            "edgartools": {
                "command": "uvx",
                "args": [
                    "edgartools",
                    "--mcp"
                ],
                "env": {
                    "EDGAR_IDENTITY": "Your Name your.email@example.com"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "edgartools": {
            "edgartools": {
                "command": "uvx",
                "args": [
                    "edgartools",
                    "--mcp"
                ],
                "env": {
                    "EDGAR_IDENTITY": "Your Name your.email@example.com"
                }
            }
        }
    }
}

Setting up with Cline

Open Cline's settings
Navigate to the Integrations section
Click "Add MCP Server"
Copy and paste the configuration below based on your operating system

Note: Make sure to restart Cline after adding the configuration.

JSON

{
    "mcpServers": {
        "edgartools": {
            "edgartools": {
                "command": "uvx",
                "args": [
                    "edgartools",
                    "--mcp"
                ],
                "env": {
                    "EDGAR_IDENTITY": "Your Name your.email@example.com"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "edgartools": {
            "edgartools": {
                "command": "uvx",
                "args": [
                    "edgartools",
                    "--mcp"
                ],
                "env": {
                    "EDGAR_IDENTITY": "Your Name your.email@example.com"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "edgartools": {
            "edgartools": {
                "command": "uvx",
                "args": [
                    "edgartools",
                    "--mcp"
                ],
                "env": {
                    "EDGAR_IDENTITY": "Your Name your.email@example.com"
                }
            }
        }
    }
}

Setting up with Goose

Open Goose's preferences
Go to the Integrations tab
Select "MCP Servers"
Click "Add New Server"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "edgartools": {
            "edgartools": {
                "command": "uvx",
                "args": [
                    "edgartools",
                    "--mcp"
                ],
                "env": {
                    "EDGAR_IDENTITY": "Your Name your.email@example.com"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "edgartools": {
            "edgartools": {
                "command": "uvx",
                "args": [
                    "edgartools",
                    "--mcp"
                ],
                "env": {
                    "EDGAR_IDENTITY": "Your Name your.email@example.com"
                }
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "edgartools": {
            "edgartools": {
                "command": "uvx",
                "args": [
                    "edgartools",
                    "--mcp"
                ],
                "env": {
                    "EDGAR_IDENTITY": "Your Name your.email@example.com"
                }
            }
        }
    }
}

From the repository

Install with pip install edgartools, set your identity with set_identity("your.email@example.com"), then use the Company and get_filings objects to retrieve and parse filings as typed Python objects, DataFrames, or LLM-optimized text.

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

{
    "mcpServers": {
        "edgartools": {
            "edgartools": {
                "command": "uvx",
                "args": [
                    "edgartools",
                    "--mcp"
                ],
                "env": {
                    "EDGAR_IDENTITY": "Your Name your.email@example.com"
                }
            }
        }
    }
}

McpServers

{
    "edgartools": {
        "command": "uvx",
        "args": [
            "edgartools",
            "--mcp"
        ],
        "env": {
            "EDGAR_IDENTITY": "Your Name your.email@example.com"
        }
    }
}

Why EdgarTools?

EdgarTools turns SEC filings into Python objects. Every supported form type gives you structured data — not raw HTML, not XML, not JSON dumps. Actual Python objects with properties, methods, and DataFrames.

<table align="center">
<tr>
<td align="center" width="33%">
 
Fast 
Optimized with lxml & PyArrow 
Smart caching, rate-limit aware
</td>
<td align="center" width="33%">
 
AI Ready 
Built-in MCP server for Claude 
LLM-optimized text extraction
</td>
<td align="center" width="33%">
 
Well Tested 
1000+ verification tests 
Type hints throughout
</td>
</tr>
<tr>
<td align="center" width="33%">
 
XBRL Native 
Full XBRL standardization 
Cross-company comparisons
</td>
<td align="center" width="33%">
 
20+ Filing Types 
Typed objects for every form 
Pandas-ready DataFrames
</td>
<td align="center" width="33%">
 
Open Source 
MIT license, free forever 
No API keys, no rate limits
</td>
</tr>
</table>