SEC EDGAR

by flothjl

3 stars
447 downloads
Not rated
GitHub

About

Enables AI systems to access and analyze SEC EDGAR filings data, providing tools for retrieving proxy statements with executive compensation information and Form 4 filings for insider trading details.

Details

Author
flothjl
Repository
flothjl/edgar-sec-mcp
GitHub stars
3
Downloads
447
Categories
Productivity, Developer Tools, Design, AI, Search, Frontend, Knowledge Base, Infrastructure, Other

- Two dedicated tools for SEC filing retrieval
- Access to proxy statements for executive compensation
- Access to Form 4 for insider selling information
- Designed for integration with AI agents via MCP
- Streamlined retrieval and analysis of EDGAR data

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:

  1. Download and install Highlight from highlightai.com/download
  2. Navigate to the plugins tab and select "Add Custom Plugin"
  3. Configure the plugin with the settings below
    Plugin Name SEC EDGAR
    Command (node, npx, python, etc.) npx
    Arguments
    • Argument 1 -y
    • Argument 2 @highlight/mcp-server

    Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.

  4. Enable "Start Automatically" if you want the plugin to start when Highlight launches

From the repository

Configure the server with a Goose client using the provided YAML snippet, setting the command to uvx and the source to the git repository. Once configured, invoke the tools GetProxyStatementTablesByTicker or GetForm4ByTicker to retrieve filing data.

GetProxyStatementTablesByTicker

Retrieve proxy statement tables for a specified ticker symbol.

GetForm4ByTicker

Fetch Form 4 filings for a specified ticker symbol.

Claude Desktop / Cursor

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

{
    "mcpServers": {
        "sec edgar": {
            "env": {},
            "args": [
                "-y",
                "@highlight/mcp-server"
            ],
            "command": "npx"
        }
    }
}

Linux

{
    "env": [],
    "args": [
        "-y",
        "@highlight/mcp-server"
    ],
    "command": "npx"
}

Macos

{
    "env": [],
    "args": [
        "-y",
        "@highlight/mcp-server"
    ],
    "command": "npx"
}

Windows

{
    "env": [],
    "args": [
        "/c",
        "npx",
        "-y",
        "@highlight/mcp-server"
    ],
    "command": "cmd"
}

edgar-sec-mcp

edgar-sec-mcp is an MCP (Modular Computing Platform) server designed
to facilitate AI agents in accessing and interacting with EDGAR Data
from the SEC. This project provides tools, endpoints, and data
processing utilities to streamline the retrieval and analysis of SEC filings,
such as proxy statements which hold information about executive compensation,
or form 4 to understand inside selling.

Tools

- GetProxyStatementTablesByTicker
- GetForm4ByTicker

Configuration

Goose

extensions:
  edgar-sec-mcp:
    args:
    - --from
    - git+https://github.com/flothjl/edgar-sec-mcp@main
    - edgar-sec-mcp
    cmd: uvx
    enabled: true
    envs: {}
    name: edgar-sec 
    type: stdio
GOOSE_MODEL: gpt-4o-mini
GOOSE_PROVIDER: openai
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