# SEC EDGAR Filings MCP > SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search gives you direct access to all required corporate disclosures. Pull annual reports (10-K), quarterly updates (10-Q), material event filings (8-K), and insider stock transactions (Form 4). You can also run a full keyword search across every document ever filed on EDGAR. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** sec-filings, financial-reporting, insider-trading, document-search, regulatory-compliance, corporate-disclosures, xbrl, investor-relations ## Description You're getting straight into the source. This MCP Server connects your AI client directly to the U.S. Securities and Exchange Commission’s EDGAR database. We aren't just talking about reading PDF dumps; this is querying actual, structured corporate disclosure data. It lets you pull filings—the kind of deep-dive info that separates the serious analyst from the guy skimming headlines. We give your agent six specific ways to dig through these records: **`get_recent_filings`** lists every single document filed recently, letting you see the form type, date, accession number, and direct link for 10-K, 10-Q, 8-K, and everything else. You can quickly check what’s fresh in the feed. For deep dives into a company's performance, you've got two main reports. If you need the full picture—the big one—you call **`get_annual_reports`**. This pulls the complete 10-K annual report, giving you audited financials and all the management discussion & analysis they’re required to write up. When you gotta check the books for a whole year, this is your play. For more immediate financial checks, use **`get_quarterly_reports`**. This fetches the latest 10-Q reports, which give you unaudited financial updates for whatever quarter just closed. Need to track major corporate shifts? You run **`get_8k_events`**. It pulls those 8-K reports—the ones that flag material events. Think mergers, huge earnings announcements, or if the CEO suddenly quits. These filings signal big changes you can’t ignore. If you're tracking who’s making money off their own stock, **`get_insider_trades`** accesses Form 4 filings. It shows exactly when a company director or officer bought or sold shares—you see the motive behind the movement. And if you just wanna know what they said about something specific? You use **`search_filings`**. This tool runs a full-text search across *every* document ever filed in the entire EDGAR database. You can pinpoint any keyword, product name, or risk factor mentioned anywhere—it doesn't matter which filing type it is. It just finds the text. This whole setup means your agent handles all the heavy lifting: it pulls annual reports with **`get_annual_reports`** for audited statements; it grabs quarterly updates via **`get_quarterly_reports`** for quick financial checks; it tracks major operational changes using **`get_8k_events`**; it maps out insider wealth movements with **`get_insider_trades`**. If you need to see the full history of what got filed, you check **`get_recent_filings`**, and if you're hunting for a specific mention across decades of corporate writing, nothing beats **`search_filings`**. ## Tools ### get_8k_events Retrieves 8-K reports, detailing material corporate events like mergers, earnings announcements, or CEO changes. ### get_annual_reports Pulls the full 10-K annual report for a company, including audited financials and management discussion. ### get_insider_trades Accesses Form 4 filings to list stock transactions by a company's directors and officers. ### get_quarterly_reports Retrieves 10-Q quarterly reports, giving unaudited financial updates for the current quarter. ### get_recent_filings Lists all the most recently filed SEC documents (10-K, 10-Q, 8-K, etc.) for a company with filing details. ### search_filings Runs a full-text search across every document in the EDGAR database to find specific keywords or topics. ## Prompt Examples **Prompt:** ``` Show me Tesla's latest 10-K annual report ``` **Response:** ``` 📄 **SEC EDGAR: 10-K Annual Reports — TSLA** Tesla, Inc. (CIK: 0001318605) 1. 10-K — Filed: 2026-01-29, Period: 2025-12-31, Document URL: https://www.sec.gov/Archives/edgar/data/1318605/... 2. 10-K — Filed: 2025-01-27, Period: 2024-12-31 ... ``` **Prompt:** ``` Search SEC filings mentioning 'artificial intelligence' in 10-K reports ``` **Response:** ``` 🔍 **EDGAR Full-Text Search: 'artificial intelligence'** Found 12,847 results in 10-K filings Top results: 1. NVIDIA Corp — 10-K (2026-02-26) 2. Microsoft Corp — 10-K (2025-08-02) 3. Alphabet Inc — 10-K (2026-01-30) ``` **Prompt:** ``` Get recent insider trades (Form 4) for Microsoft ``` **Response:** ``` 👤 **Insider Trades (Form 4): MSFT** Recent Form 4 filings for Microsoft: 1. Form 4 - Satya Nadella (2026-03-01) - Document URL: ... 2. Form 4 - Brad Smith (2026-02-15) - Document URL: ... ``` ## Capabilities ### Find Material Corporate Events You call `get_8k_events` and get a list of filings detailing major company changes, like earnings reports or executive departures. ### Extract Full Financial Statements Use `get_annual_reports` to pull the full 10-K report, giving you audited financial statements and management commentary for a given year. ### Monitor Executive Stock Movements Calling `get_insider_trades` gives you Form 4 filings, showing exactly when company officers bought or sold stock. ### Get Quarterly Financial Updates You run `get_quarterly_reports` to fetch the latest 10-Q reports with unaudited financial data for the current quarter. ### Search Across All Corporate Filings Use `search_filings` to find every instance of a keyword, product name, or risk factor mentioned across all types of SEC documents. ## Use Cases ### Investigating an unexpected stock drop. A researcher sees a sudden dip in share price. They ask their agent to run `get_8k_events` for the last 30 days. The agent flags a recent Form 4 filing, showing several executives selling large blocks of stock. This suggests internal concern, pointing them toward more research. ### Preparing an earnings call presentation. A financial analyst needs to compare the current quarter's performance against last year. They run `get_quarterly_reports` for Q2 and then use `get_annual_reports` for the previous year's full 10-K, ensuring all key metrics are lined up for easy comparison. ### Assessing a competitor's risk profile. A compliance officer wants to know if a rival is facing new legal headwinds. They use `search_filings` and run the query 'antitrust litigation'. The tool pulls every mention from all filing types, giving them a comprehensive picture of regulatory exposure. ### Tracking management focus on AI. A developer wants to see how many companies are talking about generative AI. They run `search_filings` using the keyword 'generative artificial intelligence' and filter by 10-K reports, instantly generating a list of relevant filings. ## Benefits - Get the full story by combining tools. Instead of running `get_annual_reports` for context, then using `search_filings` to find a specific risk factor mentioned in the MD&A section, you get both results in one flow. - Stop guessing what data is available. Use `get_recent_filings` first. It gives you all form types and filing dates together, so you know exactly which tool (10-K, 8-K, etc.) to run next. - Track insider sentiment better. Combine `get_insider_trades` data with quarterly reports (`get_quarterly_reports`) to see if executive selling happens right before a dip in unaudited financials. - Never miss a critical event again. Use `get_8k_events` to immediately surface material disclosures, like an M&A deal or major leadership change, without needing to read every filing. - Cut through the noise with targeted searches. Instead of reading hundreds of pages in a 10-K, use `search_filings` to pull only the sections that mention 'AI' or 'chip shortage'. - Access history instantly. The server allows you to query across all historical documents and filings types, giving you a complete record, not just the last quarter's snapshot. ## How It Works The bottom line is: you send a natural language query, and the agent runs the necessary sequence of specialized SEC tools to gather and synthesize the data for you. 1. You tell your AI client: 'Find the 10-K for Apple and search for mentions of China.' 2. The agent runs `get_annual_reports` first to get the correct document link, then passes that data into `search_filings`. 3. Your client returns a summary showing the most relevant sections in the annual report where 'China' was mentioned. ## Frequently Asked Questions **How do I find out what happened to a company after its last 10-K report? (using get_recent_filings)** Use `get_recent_filings`. This tool gives you the most recent filings, including any intervening 8-K events or quarterly 10-Q reports that fill in the gap since the annual filing. **Is get_insider_trades better than searching all filings? (using get_insider_trades)** `get_insider_trades` is much better. It specifically filters for Form 4 documents, giving you clean data on officer and director transactions, rather than finding an isolated mention of 'stock' in general text. **What if I want to compare a company's risks over time? (using search_filings)** Use `search_filings`. You can run the same keyword query ('supply chain risk') across different date ranges and form types to track how the language around that risk has changed in their disclosures. **Does get_annual_reports include MD&A? (using get_annual_reports)** Yes, `get_annual_reports` pulls the full 10-K. This includes the Management Discussion & Analysis section, which is where management explains their operations and risks in detail. **When I need to process many companies for market coverage, how should I manage calls using get_recent_filings?** You must respect rate limits to avoid temporary service blocks. We recommend batching your requests by industry sector or geographical region rather than listing hundreds of individual tickers in one go. Always implement a slight pause (a few seconds) between major batches of company lookups. **How does calling the get_8k_events tool help me identify immediate corporate changes?** The `get_8k_events` tool pulls disclosures for material, unplanned events. It alerts you to critical actions—like major acquisitions or executive changes—that happen outside of routine annual or quarterly filing cycles. Think of it as the 'breaking news' report. **Does search_filings allow me to restrict my keyword searches to only 10-K or 10-Q documents?** Yes, `search_filings` lets you filter your full-text query by specific form types. You don't have to wade through irrelevant data; simply specifying '10-K' in the tool call narrows the results dramatically and increases precision. **When using get_annual_reports, can I be sure the financial statements are final and audited?** The 10-K reports contain the mandated audited financials. While we pull what is filed on EDGAR, always treat these documents as primary source material; they represent the company's official filing at that time. **What is the difference between 10-K, 10-Q, and 8-K?** 10-K is the comprehensive annual report with audited financials (filed once/year). 10-Q is the quarterly update with unaudited financials (filed 3x/year). 8-K is a current report filed within 4 business days of material events — earnings, M&A, CEO changes, bankruptcy, etc. **What does Form 4 report?** Form 4 must be filed by corporate insiders (officers, directors, or 10%+ shareholders) when they buy or sell their own company's stock. It reveals executive sentiment. **How far back does the full-text search go?** The SEC EDGAR Full-Text Search generally indexes documents back to 2001, covering over two decades of corporate filings.