SEC EDGAR Insider Trades & Financials

io.github.monriah-studio由 GitHub 帳號 monriah-studio 發布v1.0.0更新於 Oct 24, 2026

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

發布方自己的服務:edgar.tools SEC Intelligence

已驗證Streamable HTTP可網頁執行網頁搜尋與抓取金融資料與分析

概覽

AI 產生的概覽

面向美國 SEC EDGAR 資料的遠端 MCP 伺服器,讓助理查詢內部人交易、公司申報文件、XBRL 財務資料與申報全文檢索。

可以做什麼
依公司或內部人查詢 Form 4 內部人交易,含買賣彙總與 10b5-1 標記,並掃描全市場公開市場內部人買入,支援叢集買入辨識及依回溯天數、金額、內部人數與角色篩選。依表格類型與日期範圍取得公司最新申報文件,附直接文件連結。讀取 10-K/10-Q 的關鍵 XBRL 財務指標,含上年度數值與年增率,或取得單一 XBRL 科目的時間序列。對 2001 年以來的 EDGAR 申報做全文檢索,支援片語、布林 OR、表格、日期與 CIK 篩選。在股票代號與 CIK 之間互相轉換。
適用情境
適合助理需要美國上市公司公開基本面、內部人買賣動向或特定 SEC 申報文件,又不想手動解析 XML 或查找 CIK 的情境。適用於單一公司規模的互動式查詢,例如財報準備、申報監控或內部人買入掃描。
執行需求
遠端 Streamable HTTP 端點;任何支援 Streamable HTTP 的 MCP 用戶端皆可連線,公開端點無需金鑰。若營運方設定了 MCP_API_KEYS,則需透過 Authorization Bearer 標頭、X-API-Key 標頭或 api_key 查詢參數提供金鑰。自行部署需要 Node.js 18+ 與 Cloudflare Workers 帳戶,並設定 SEC_USER_AGENT。
安裝前請注意
僅對公開 SEC 資料做唯讀查詢,不寫入、不涉及付款。公開端點無需憑證,但自建部署可能要求 MCP_API_KEYS,且 SEC 公平存取規則要求宣告 User-Agent。資料屬公有領域,不構成投資建議;README 另提到一個選用的付費 Apify Actor 用於批次或排程工作,依結果計費。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 SEC EDGAR Insider Trades & Financials,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.github.monriah-studio%2Fsec-edgar-mcp/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "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.

來源: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.

輸入參數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).

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數ticker_or_cik必填

版本歷史

1
  1. v1.0.0最新Oct 24, 2026

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