edgar.tools SEC Intelligence

tools.edgarPublished by edgar.toolsOfficial publisherv1.0.1Updated Oct 24, 2026

SEC filings for Claude, ChatGPT, Cursor — 23 tools + 5 recipes. Financials, insider, 13F, funds.

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

Remote MCP server giving assistants 23 tools and 5 recipes for SEC filings, financials, insider trades, 13F holdings and funds.

What you can do
  • Retrieve SEC filings and filing data for companies
  • Look up financial statements and reported financials
  • Inspect insider trading activity
  • Review 13F institutional holdings and fund information
  • Use bundled recipes for common filing research workflows
When to use it
Useful when an assistant needs to research US public companies from primary SEC sources — filings, reported financials, insider transactions or institutional holdings — without building a filing pipeline yourself.
Requirements
A remote MCP endpoint at app.edgar.tools over streamable HTTP; OAuth sign-in is required. No environment variables or headers are declared. Network access is needed.
Before you install
Access is tied to an OAuth account with the provider, so review what that account grants and what data the queries reveal to the service. The tools are read-oriented research queries, but confirm whether any recipe performs actions beyond retrieval.

Installation

In SourceWeft

  1. Open edgar.tools SEC Intelligence in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/tools.edgar%2Fsec-intelligence/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "edgar-tools-sec-intelligence": {
      "type": "http",
      "url": "https://app.edgar.tools/mcp/"
    }
  }
}

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

1
  1. v1.0.1LatestSep 16, 2026

Score

67% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.

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