SEC EDGAR Insider Trades & Financials

io.github.monriah-studio由 GitHub 账号 monriah-studio 发布v1.0.0更新于 Oct 24, 2026

SEC EDGAR for agents: Form 4 insider trades, cluster buys, filings, XBRL financials and search.

发布方自己的服务:edgar.tools SEC Intelligence

已验证Streamable HTTP可网页运行网页搜索与抓取金融数据与分析

概览

AI 生成的概览

面向美国 SEC EDGAR 数据的远程 MCP 服务器,让助手查询内部人交易、公司申报文件、XBRL 财务数据和申报全文检索。

可以做什么
按公司或内部人查询 Form 4 内部人交易,含买卖汇总和 10b5-1 标记,并扫描全市场公开市场内部人买入,支持聚类买入识别及按回溯天数、金额、内部人数和角色筛选。按表格类型和日期范围获取公司最新申报文件,附直接文档链接。读取 10-K/10-Q 的关键 XBRL 财务指标,含上年数值和同比增长,或获取单个 XBRL 科目的时间序列。对 2001 年以来的 EDGAR 申报做全文检索,支持短语、布尔 OR、表格、日期和 CIK 筛选。在股票代码与 CIK 之间互相转换。
适用场景
适合助手需要美国上市公司公开基本面、内部人买卖动向或特定 SEC 申报文件,又不想手工解析 XML 或查找 CIK 的场景。适用于单家公司规模的交互式查询,例如财报准备、申报监控或内部人买入扫描。
运行要求
远程 Streamable HTTP 端点;任何支持 Streamable HTTP 的 MCP 客户端均可连接,公共端点无需密钥。若运营方设置了 MCP_API_KEYS,则需通过 Authorization Bearer 头、X-API-Key 头或 api_key 查询参数提供密钥。自行部署需要 Node.js 18+ 和 Cloudflare Workers 账户,并设置 SEC_USER_AGENT。
安装前请注意
仅对公开 SEC 数据做只读查询,不写入、不涉及付款。公共端点无需凭据,但自建部署可能要求 MCP_API_KEYS,且 SEC 公平访问规则要求声明 User-Agent。数据属公有领域,不构成投资建议;README 另提到一个可选的付费 Apify Actor 用于批量或定时任务,按结果计费。

安装

在 SourceWeft 中

  1. 打开 控制台中的 SEC EDGAR Insider Trades & Financials,将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Web executable,通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体,或 SourceWeft 对话中。智能体会读取该服务器的安装指南,先向你展示发布者、端点和登录方式,经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/io.github.monriah-studio%2Fsec-edgar-mcp/install.md,并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前,先告诉我它的发布者、端点和登录方式,等我确认。不要把 API 密钥写进命令或我会提交的文件;问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

{
  "mcpServers": {
    "sec-edgar-insider-trades-financials": {
      "type": "http",
      "url": "https://sec-edgar-api.kidriahx.workers.dev/mcp"
    }
  }
}

README

SEC EDGAR MCP (remote)

A remote Model Context Protocol server and JSON API for U.S. SEC EDGAR data, running on Cloudflare Workers. It gives AI agents Form 4 insider trades, market-wide cluster buys, company filings, XBRL financials and EDGAR full-text search as compact JSON, with no XML parsing or CIK lookups needed.

Data comes straight from SEC EDGAR (public domain) under SEC fair-access rules: a declared User-Agent, a global rate limit of about 8.7 req/s (under SEC's 10 req/s) and caching. Not affiliated with the SEC. Not investment advice.

Tools

ToolWhat it returns
get_insider_tradesForm 4 transactions for a company (ticker/CIK) or an insider (reporting-owner CIK): who bought or sold, role, shares, price, dollar value, 10b5-1 flag and filing link, with buy/sell totals.
get_market_insider_buysOpen-market insider purchases across the whole market, grouped by company, with cluster-buy detection (2+ insiders).
get_company_filingsLatest 10-K, 10-Q, 8-K (with item numbers), S-1, proxy and other filings, with direct document links.
get_company_snapshotRevenue, margins, net income, EPS, cash flow, balance sheet and debt, with YoY growth, from XBRL.
get_company_conceptAnnual or quarterly history of any XBRL tag (e.g. NetIncomeLoss, Revenues).
search_filingsEDGAR full-text search with phrase, form and date filters.
resolve_companyTicker ↔ CIK lookup.

Connect a client

Any MCP client that supports Streamable HTTP can use the URL directly. For example:

json
{  "mcpServers": {    "sec-edgar": {      "type": "http",      "url": "https://sec-edgar-api.kidriahx.workers.dev/mcp"    }  }}

Claude Code users can run claude mcp add --transport http sec-edgar https://sec-edgar-api.kidriahx.workers.dev/mcp. Each client uses a slightly different format, so see the agent kit below for exact files.

If the operator has set MCP_API_KEYS, send a key as Authorization: Bearer <key>, X-API-Key: <key> or ?api_key=<key>. The public endpoint above needs no key.

Example prompts:

  • "Which companies had cluster insider buying (2+ insiders) in the last 30 days?"
  • "Show NVIDIA's last 10 insider sales and whether they were under 10b5-1 plans."
  • "Compare Apple's revenue, net margin and debt-to-equity with last year."
  • "Find 8-K filings this year that mention 'share repurchase'."

More are in prompts/.

Agent kit

Everything you need to plug the server into an agent, tested against the live endpoint:

  • docs/SETUP.md: a step-by-step setup guide for each client, plus troubleshooting.
  • kit/: copy-paste configs for Claude Desktop (via mcp-remote or a custom connector), Claude Code, Cursor, VS Code, Windsurf, and a generic Streamable HTTP example (curl, Node SDK, Python SDK).
  • skills/: four Agent Skills (SKILL.md) that teach the agent reliable workflows:
    • insider-buying-scan: market-wide cluster buys, then per-company trade detail and context
    • company-financial-snapshot: a multi-year XBRL table (revenue, net income, cash) that de-duplicates periods correctly
    • filing-monitor: an 8-K digest for a watchlist, with decoded item numbers
    • earnings-prep: a one-page brief before an earnings report
  • prompts/: 10 example prompts and the tools each one should trigger.
  • test/skills.mjs: node test/skills.mjs runs every skill workflow against the live endpoint (Node 18+, no install).

Need bulk or scheduled data?

This MCP server is free and is meant for interactive, agent-sized lookups: one company or a handful of filings per call. If you need more than that, such as daily 8-K alerts across the whole market, filings for hundreds of tickers, keyword sweeps over a date range, or results delivered to a dataset, webhook or spreadsheet on a schedule, we also publish a paid Apify Actor built on the same SEC sources:

SEC EDGAR Filings & Financials API (Apify)

  • companyFilings: 8-K or any form by ticker
  • marketFilings: every filing of chosen forms across all companies in a date range, with 8-K item and full-text keyword filters
  • financials: XBRL snapshots for a list of tickers
  • Scheduling and change detection (onlyNewSinceLastRun), so you only get filings you haven't seen
  • Pay per result: $0.002 per filing row and $0.005 per company snapshot, with a maxResults cap. Apify's free plan includes monthly platform credit.

You don't need it to use anything in this repo. The MCP server stays free, and the Actor is optional for batch and scheduled jobs. Insider trades aren't part of that Actor; for those, use this server's get_insider_trades and get_market_insider_buys.

REST endpoints

The same Worker also serves a REST API (see openapi.yaml): /v1/insider-trades/{tickerOrCik}, /v1/insider-buys, /v1/filings/{tickerOrCik}, /v1/company/{tickerOrCik}/snapshot, /v1/company/{tickerOrCik}/facts, /v1/company/{tickerOrCik}/concept/{taxonomy}/{tag}, /v1/search, /v1/resolve/{tickerOrCik}, plus /health.

Run locally

Requires Node.js 18+. No Cloudflare account is needed for local dev.

bash
npm installnpx wrangler dev --test-scheduled          # serves http://localhost:8787 (MCP at /mcp)node test/unit.mjs                         # unit testsnode test/harness.mjs http://localhost:8787   # REST against live EDGARnode test/mcp.mjs http://localhost:8787       # MCP: lists tools and calls each onecurl "localhost:8787/__scheduled?cron=*/10+*+*+*+*"   # run the insider-buy cron once

Optional local secrets go in .dev.vars (git-ignored; see .dev.vars.example).

Deploy your own (Cloudflare Workers Free)

  1. npx wrangler login
  2. npx wrangler kv namespace create CACHE, then put the printed id in wrangler.toml ([[kv_namespaces]]).
  3. Set SEC_USER_AGENT in wrangler.toml to your own name and a monitored email (SEC fair-access requirement).
  4. npx wrangler deploy
  5. Optional: npx wrangler secret put MCP_API_KEYS (protects /mcp) and npx wrangler secret put RAPIDAPI_PROXY_SECRET (protects REST).

The Durable Object rate limiter (SecRateLimiter) and the */10 * * * * cron are created automatically.

Project layout

  • src/index.js: router and REST endpoints
  • src/sec.js: SEC client, global rate limiter (Durable Object), caching
  • src/form4.js: Form 4 XML parser
  • src/mcp/: MCP server (tools.js defines the 7 tools)
  • test/: unit tests, live harness, MCP test, skill-workflow smoke test (skills.mjs) and sample responses
  • kit/: client configs, skills/: Agent Skills, prompts/: example prompts, docs/SETUP.md: setup guide
  • server.json: MCP Registry metadata

License

MIT © 2026 MonRiah Studio. See LICENSE.

来源:README.md,提交 7013806

工具

7

get_insider_trades

Insider trades (Form 4) for a company or insider

Recent SEC Form 4 insider transactions for one company (ticker or issuer CIK) or one insider (reporting-owner CIK). Returns a summary (open-market buy/sell counts, shares, dollar value, distinct insiders) and one row per transaction: date, insider, role, transaction code (P=open-market buy, S=sale, A=award, M=option exercise, F=tax withholding, G=gift), shares, price, value, shares owned after, 10b5-1 flag and filing link. Use side="buy" to see only open-market purchases.

输入参数sidecodessincefilingsmax_rowsticker_or_cik必填include_derivative

get_market_insider_buys

Market-wide insider buying and cluster buys

Recent open-market insider purchases (Form 4 code P) across all U.S. public companies, grouped by issuer and ranked by number of buying insiders, then dollar value. A "cluster buy" is 2+ insiders buying the same stock. Filter by look-back days, minimum total value, minimum insiders and role. Data is built from a rolling scan of recent EDGAR Form 4 filings (coverage starts at deployment, up to 30 days).

输入参数daysrolelimitmin_valuemin_insiders

get_company_filings

Company SEC filings list

Latest SEC filings for a company (10-K, 10-Q, 8-K with item numbers, S-1, DEF 14A, 4, 13D/G...), newest first, with filing date, report period, description and direct document URL. Filter by form types and a date range.

输入参数formslimitsinceuntilticker_or_cik必填

get_company_snapshot

Company financial snapshot (XBRL)

Key financials from a company's 10-K/10-Q XBRL data: revenue, gross profit, operating income, net income, diluted EPS, operating cash flow, total assets, liabilities, equity, cash, long-term debt and shares outstanding. Each metric has the latest annual value, prior annual value, YoY growth % and the latest reported period, plus net margin, gross margin and debt-to-equity. Values in USD as reported.

输入参数ticker_or_cik必填

get_company_concept

Historical values of one XBRL financial concept

Time series of a single XBRL concept for a company, from SEC companyconcept data, newest first and de-duplicated by period. Examples: us-gaap NetIncomeLoss, Revenues, RevenueFromContractWithCustomerExcludingAssessedTax, Assets, EarningsPerShareDiluted, LongTermDebt, ResearchAndDevelopmentExpense; dei EntityCommonStockSharesOutstanding. Use period="annual" for fiscal years (10-K) or "quarterly" for 3-month periods.

输入参数unitlimitperiodconcept必填taxonomyticker_or_cik必填

search_filings

EDGAR full-text search

Full-text search across SEC filings since 2001 (EDGAR FTS). Supports quoted phrases ("share repurchase"), boolean OR, and filters for form types, date range and company CIKs. Returns matching filings with company, form, filing date, 8-K items and a document URL. Default range: last 365 days.

输入参数ciksformslimitquery必填offsetend_datestart_date

resolve_company

Resolve ticker or CIK

Convert a stock ticker to its SEC CIK and company name, or a CIK to its ticker and name. Use it to get the CIK needed by search_filings.

输入参数ticker_or_cik必填

版本历史

1
  1. v1.0.0最新Oct 24, 2026

评分

已满足适用检查项的 100%

该评分衡量此收录条目的完整程度,依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价,也不表示服务器安全或当前可用:可连通性是带日期的检查结果,评分也不包含安装量或用户评价。

  • 近 30 天内可连通必需25 分
  • 已声明认证方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 图标10 分
  • 文档15 分
  • 许可证10 分

其他 Edgar 集成