Guides
Connect an AI agent over the Model Context Protocol and pull SEC EDGAR filings and FRED economic data as typed tool calls. No REST client, no parsing. Free-tier ready.
The MCP server exposes eight tools: six for SEC EDGAR and two for FRED. Each
returns a slimmed JSON payload sized for an LLM context window. Pass raw: true
for the full upstream record.
| Tool | What it answers |
|---|---|
find_sec_filer | Resolve a company or fund name to its CIK. Call this first — the other tools take a CIK, not a ticker. |
list_edgar_filings | List a filer’s recent filings (form, date, accession). |
get_13f_holdings | An institutional manager’s reported 13F holdings (top positions by value). |
get_def14a_compensation | Executive compensation structure from a DEF 14A proxy statement. |
get_13d_activist_intent | Typed activist intent (Item 4) from a Schedule 13D, with a source quote and cover-page ownership. |
get_insider_transactions | Recent insider (Form 3/4/5) transactions for an issuer. |
search_fred_series | Find a FRED economic time series by keyword. Returns the series ID the next tool takes. |
get_fred_observations | Observations for a FRED series — latest revised values, the series as known on a past date (asOf), or each first release with its release date (firstRelease). |
This product uses the FRED® API but is not endorsed or certified by the Federal Reserve Bank of St. Louis. Some FRED series are owned by third parties and carry their own copyright terms.
The server speaks Streamable HTTP at https://mcp.financeapis.dev/mcp and
authenticates with OAuth (Dynamic Client Registration) — your client registers
itself and you approve access in the browser. There is no API key to paste.
claude mcp add --transport http financeapis https://mcp.financeapis.dev/mcpRun a tool-using prompt; Claude Code opens the OAuth approval on first use.
Settings, then Connectors, then Add custom connector. Use the URL
https://mcp.financeapis.dev/mcp and approve the OAuth prompt.
For a client that speaks stdio rather than HTTP, bridge with mcp-remote:
npx mcp-remote https://mcp.financeapis.dev/mcpThe tools compose — resolve a name to a CIK, then query. To see Berkshire Hathaway’s latest 13F holdings, the agent runs two calls:
find_sec_filer with query: "Berkshire Hathaway" returns the CIK
(0001067983).get_13f_holdings with that cik returns the top positions by value.Tickers are not accepted where a cik is expected — always resolve through
find_sec_filer first. A non-padded CIK (320193) is normalized to its
10-digit form (0000320193) for you.
FRED tools take a series ID instead of a CIK. Nonfarm payrolls are PAYEMS.
get_fred_observations with series_id: "PAYEMS" and asOf: "2026-09-04"
returns payrolls as the Employment Situation report published them that day,
before later revisions.
Connecting over MCP uses your financeapis.dev account, and MCP tool calls are
covered by the free tier during the current free period — enough to build and
test an agent. The free tier is scoped to the MCP tools. Direct REST access to
Pro-gated endpoints (for example, DEF 14A compensation over a raw
Authorization: Bearer call) requires the Pro plan. See the pricing section on
the home page for current limits.