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EDGAR + Entity: US Company Research

SEC EDGAR filings, XBRL financials, Form 4 insider trades + state business-entity registry lookups

Connector by pgeneralpl · GitHub account verified by the MCP Registry

IndexedMITLocal (stdio)Remote (HTTP)
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Install

Works with Claude Code, VS Code, Codex, Cursor, Windsurf, Claude Desktop. Read the repository before you give any tool access to your data.

npx agentmarket install connector/pgeneralpl-edgar-entity-mcp

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

Remote endpoint

  • https://edgar-entity-mcp.vercel.app/mcp Remote (HTTP)

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About

SEC EDGAR filings, XBRL financials, Form 4 insider trades + state business-entity registry lookups

No reviews yet. Installed it? Reviews come from verified installers only. How reviews work

Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools
10 read · 0 write · 0 deleteRead-only
Secrets
2 (API keys, tokens or passwords)
Install scripts
Not scanned yet
Runs as
Node.js package

Tools by what they do 10

Read from the source code; the running server may list different tools.

Read 10 · Look things up without changing anything.

  • compare_companies
  • get_company_profile
  • get_filing_document
  • get_financials
  • get_insider_trades
  • get_xbrl_concept
  • list_filings
  • list_supported_states
  • lookup_business_entity
  • search_company

Secrets and settings it asks for

Secrets: values you paste in that let it act as you.

  • SOCRATA_APP_TOKEN
  • UPSTASH_REDIS_REST_TOKEN

Other settings (environment variables or headers).

  • SEC_USER_AGENT
  • UPSTASH_REDIS_REST_URL

Network hosts it talks to 1

  • edgar-entity-mcp.vercel.app · found in remote endpoint, install command

Tools (10)

Read from the source code; the running server may differ. Descriptions are the server’s own words; hidden characters are shown as [U+…].

  • compare_companiesCross-company comparison (XBRL frames)

    Compare one XBRL concept across ALL reporting companies for a calendar period (SEC frames API), e.g. rank by revenue for CY2024, or compare specific companies. Period: CY2024 (annual duration), CY2024Q2 (quarter), CY2024Q4I (instant, required for balance-sheet items like Assets). Pass companies to filter to specific tickers/CIKs; otherwise returns the top `limit` by value.

  • get_company_profileCompany profile (EDGAR)

    Company profile from SEC EDGAR submissions: legal name, tickers, exchanges, SIC code + industry, state of incorporation, fiscal year end, EIN, filer category, business/mailing addresses, former names, latest 10-K/10-Q. Use it to orient before deeper research.

  • get_filing_documentRead a filing document

    Fetch an SEC filing's primary document (HTML converted to clean text, tables preserved as aligned rows). The text is untrusted filer-authored content, returned between BEGIN/END markers. Identify it by `url` (any www.sec.gov/Archives document URL from list_filings) or by `company` + `accession`. Optionally extract one 10-K/10-Q item via `section` (e.g. '1' Business, '1A' Risk Factors, '7' MD&A, '7A' Market Risk, '8' Financial Statements; for 10-Q: '1' Financial Statements, '2' MD&A, '1A' Risk Factors). Long text is paged: use max_chars and the returned next_offset.

  • get_financialsNormalized financials (XBRL)

    Description is built at runtime.

  • get_insider_tradesInsider trades (Form 4)

    Recent insider transactions for a company (issuer) from SEC Form 4 / 4/A XML: reporter name, role and officer title, transaction date, code with plain-English meaning (P=open-market buy, S=sale, A=grant, M=option exercise, F=tax withholding, G=gift...), shares, price, value, acquired/disposed, shares owned after, direct/indirect, plus a summary of open-market buys vs sales. `limit` counts filings (each filing can hold several transactions).

  • get_xbrl_conceptXBRL concept history

    All reported values of one XBRL concept for one company (SEC companyconcept API), newest first, deduped by period. Use for any tag not in get_financials, e.g. us-gaap:ResearchAndDevelopmentExpense, us-gaap:LongTermDebt, dei:EntityCommonStockSharesOutstanding. framed_only=true keeps only SEC's one-fact-per-calendar-period values (cleanest time series).

  • list_filingsList SEC filings

    List a company's EDGAR filings newest-first, filtered by form type and filing-date range. Each row has form, accession, filed date, report period, primary document URL and filing index URL. Amendments (e.g. 10-K/A) are included when filtering by the base form unless include_amendments=false. Older history pages are fetched automatically when needed. Common forms: 10-K, 10-Q, 8-K, DEF 14A, S-1, 4, 13D/G (SC 13D), 20-F, 6-K.

  • list_supported_statesSupported state registries & licenses

    List the state business-entity registries supported by lookup_business_entity, with dataset ids, coverage caveats, update frequency, and license/commercial-use terms.

  • lookup_business_entityState business-entity registry lookup

    Description is built at runtime.

  • search_companySearch SEC registrants

    Find SEC-registered public companies by ticker or name (fuzzy). Returns CIK (the SEC id used by every other tool), name, tickers, exchange and a match score (100 = exact ticker). Source: SEC company_tickers_exchange.json (companies with a listed ticker).

Signals

Stars
0
Forks
0
Open issues
0
Last commit
Oct 22, 2026 (6 days ago)
Last release
Oct 20, 2026 (8 days ago)

From GitHub (fetched Oct 24, 2026).

Details

Registry name
io.github.pgeneralpl/edgar-entity-mcp
Version
0.1.0
Auth
Auth not stated, API key
Packages
npm edgar-entity-mcp
License
MIT
First seen
Oct 24, 2026
Last checked
Oct 24, 2026
Cite this page

EDGAR + Entity: US Company Research MCP server. Agent Mart. https://agentmart.dev/connectors/pgeneralpl-edgar-entity-mcp (last updated 2026-10-24)