Title: MCP Server Overview — edgar.tools docs
URL Source: https://app.edgar.tools/docs/mcp
Markdown Content:
Connect AI assistants to SEC filing intelligence via the Model Context Protocol. Tools and recipe prompts across 3 tiers (Free, Pro, Analyst) — company research, financial analysis, signals, real-time monitoring, and click-to-run analysis recipes.
The Model Context Protocol (MCP) lets AI assistants like Claude, ChatGPT, Cursor, and Windsurf call edgar.tools directly — searching companies, pulling financials, analyzing insider trades, and monitoring live filings through natural language. Instead of copy-pasting data or switching between apps, you ask your AI assistant a question and it calls the right edgar.tools tool automatically. Results come back as structured data the assistant can reason about, compare, and synthesize.
The customer-facing landing for the MCP server is the edgar.tools MCP page— visual tier ladder, FAQ, and setup walkthroughs for each AI client. This /docs/mcpsection is the technical reference.
How it works#
- You ask a question — "What insider trades happened at Tesla in the last 30 days?"
- Your AI picks the right tool — Claude automatically calls
insider_activity(company='TSLA', days=30)
- Structured data comes back — transactions, sentiment analysis, signal detection — ready for the AI to interpret
Tools by tier#
The MCP server's tools/list endpoint returns every tool your account's tier includes, plus the headline Pro and Analyst tools as locked entries — so your AI client can tell you what exists and what unlocks it, even before you upgrade. Calling a locked tool still returns the upgrade path instead of data.
- Free — Read.
search_companies, search_entities, company_filings, company_brief, edgar_recipes, account_status
- Pro — Track. Adds
financial_snapshot, financial_statements, financial_trends, compare_companies, insider_activity, institutional_ownership, material_events, live_filings, search_filings, filing_section, analyze_filing, filing_details, disclosure_search, adviser_profile
- Analyst — Research. Adds
screen_companies (universe building), person_intel, account_dossier, the peer-comparison dimensions on compare_companies, and the slash commandearnings_postmortem
See MCP Tiers for the full mapping and how cross-tier calls are handled. See Tools Reference for parameters and return formats. See MCP Prompts for the recipe-prompt catalog.
6 functional categories#
Independent of tier, the tools group into six categories:
- Search —
search_companies, search_entities, search_filings, disclosure_search (finding by name, ticker, CIK, or full-text query)
- Profiles —
company_brief, adviser_profile (entity reference cards)
- Filings —
company_filings, live_filings, filing_section (filing index + section pulls)
- Financials —
financial_snapshot, financial_trends, financial_statements, compare_companies (XBRL-grounded numbers)
- Signals —
material_events, insider_activity, institutional_ownership, manager_holdings (events + activity flow)
- Analysis —
analyze_filing, filing_details, account_dossier, person_intel (AI + multi-call aggregation), plus edgar_recipes (the recipe-prompt fetcher)
Why use MCP instead of the REST API?#
- Natural language, not endpoints. Ask "compare Apple and Microsoft financials" instead of making 4 API calls and joining the data yourself.
- AI does the reasoning. Your assistant chains multiple tools, cross-references results, and synthesizes insights automatically.
- No code required. Connect once in your AI client's settings, then ask questions. No HTTP clients, no authentication code, no parsing.
- 10–20× cheaper than web search. In a head-to-head benchmark, an agent doing SEC research through this server spent 10–20× fewer tokens and dollars than the same model via web search — and was more accurate. Form-aware responses land in ~2–3K tokens with citations back to the source filing.
Get started#
- Setup Guide — connect edgar.tools to Claude, ChatGPT, Cursor, or Windsurf in under a minute
- MCP Tiers — which tools live at which tier, and how cross-tier calls are handled
- Tools Reference — every tool with parameters, return formats, and tier access
- Prompts Reference — the Analyst slash command (
earnings_postmortem) and the free recipe-prompt library
- Example Workflows — prompts and conversations for common analysis tasks
- MCP landing page — customer-facing visual tier ladder with setup walkthroughs