Overview

The edgar-sec-mcp server is a specialized MCP (Model Context Protocol) platform that empowers AI assistants to seamlessly access, retrieve, and analyze data from the U.S. Securities and Exchange Commission’s EDGAR system. By exposing a curated set of tools that target specific SEC filing types—such as proxy statements and Form 4 documents—the server addresses a common pain point for developers: the complexity of navigating EDGAR’s raw data, handling pagination, and converting filings into usable formats. Instead of writing custom scrapers or parsing logic for each filing type, developers can invoke a single, well‑defined tool that returns structured tables or raw JSON ready for downstream analysis.

At its core, the server offers two primary capabilities: GetProxyStatementTablesByTicker and GetForm4ByTicker. These tools accept a company ticker symbol, query the SEC’s API or download the relevant filings, and return cleanly parsed tables. For example, a proxy statement tool extracts executive compensation details from 10‑K or DEF 14A documents, while the Form 4 tool surfaces insider trading activity. By abstracting away the intricacies of SEC data formats, the MCP server allows AI agents to focus on higher‑level insights—such as trend analysis or risk assessment—rather than boilerplate data ingestion.

Developers using AI assistants benefit from the server’s modularity and tight integration with MCP workflows. The tools are exposed as standard MCP endpoints, so any assistant that supports the protocol can call them with a simple JSON payload. The server also includes data‑processing utilities that normalize dates, monetary values, and entity identifiers, ensuring consistency across different filings. This uniformity is particularly valuable when building dashboards or feeding data into machine‑learning pipelines, where heterogeneous inputs can otherwise derail model performance.

Real‑world use cases span compliance monitoring, investment research, and regulatory analytics. A portfolio manager might use the proxy‑statement tool to track changes in executive pay over time, flagging potential governance issues. A compliance officer could employ the Form 4 extractor to detect insider trading patterns before they become public, enabling proactive risk mitigation. Even academic researchers can leverage the server to gather large corpora of filings for natural‑language processing studies, thanks to its automated retrieval and parsing logic.

What sets edgar-sec-mcp apart is its focus on specific, high‑impact SEC filings combined with a lightweight, extensible architecture. By integrating directly with the Goose framework and exposing configuration through YAML, developers can deploy the server in a variety of environments—from local development machines to cloud‑based AI platforms—without wrestling with dependency hell. The result is a turnkey solution that turns raw EDGAR data into actionable intelligence, streamlining the workflow of any developer or AI practitioner working with financial disclosures.