Guides
Connect an AI agent over the Model Context Protocol and pull SEC EDGAR data as typed tool calls. No REST client, no parsing. Free-tier ready.
The MCP server exposes five SEC tools. 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_insider_transactions | Recent insider (Form 3/4/5) transactions for an issuer. |
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.
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.