SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search MCP Server for LlamaIndex 6 tools — connect in under 2 minutes
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search as an MCP tool provider through the Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
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Vinkius supports streamable HTTP and SSE.
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token — get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search. "
"You have 6 tools available."
),
)
response = await agent.run(
"What tools are available in SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search?"
)
print(response)
asyncio.run(main())
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search MCP Server
SEC filings access.
LlamaIndex agents combine SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search tool responses with indexed documents for comprehensive, grounded answers. Connect 6 tools through the Vinkius and query live data alongside vector stores and SQL databases in a single turn — ideal for hybrid search, data enrichment, and analytical workflows.
6 Tools
- Recent Filings — All types
- 10-K — Annual reports
- 10-Q — Quarterly reports
- 8-K — Material events
- Form 4 — Insider trades
- Full-Text Search — Keyword search across EDGAR
Zero Auth
The SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search MCP Server exposes 6 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search to LlamaIndex via MCP
Follow these steps to integrate the SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search MCP Server with LlamaIndex.
Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.py and run: python agent.py
Explore tools
The agent discovers 6 tools from SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search
Why Use LlamaIndex with the SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search MCP Server
LlamaIndex provides unique advantages when paired with SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search tools were called, what data was returned, and how it influenced the final answer
SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search MCP Server delivers measurable value.
Hybrid search: combine SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search for fresh data
Analytical workflows: chain SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search queries with LlamaIndex's data connectors to build multi-source analytical reports
SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search MCP Tools for LlamaIndex (6)
These 6 tools become available when you connect SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search to LlamaIndex via MCP:
get_8k_events
Companies must file an 8-K within 4 business days of material events: earnings announcements, M&A, executive departures, bankruptcy, delisting, etc. Get 8-K current reports — material events like earnings, mergers, CEO changes
get_annual_reports
The 10-K is the most detailed financial disclosure — includes audited financial statements, MD&A (Management Discussion), risk factors, and business description. Required by SEC for all public companies. Get 10-K annual reports for a company — the most comprehensive financial disclosure
get_insider_trades
Shows insider buys and sells. Insider buying is often considered a bullish signal. Get insider trading filings (Form 4) — officer and director stock transactions
get_quarterly_reports
Filed 3 times per year (Q1, Q2, Q3 — Q4 is covered by the 10-K). Includes unaudited financial statements and interim MD&A. Get 10-Q quarterly reports for a company — unaudited financial updates
get_recent_filings
Includes form type, filing date, accession number, and primary document link. Results include all form types (10-K annual reports, 10-Q quarterlies, 8-K events, proxy statements, etc.). Get the most recent SEC filings for a company — 10-K, 10-Q, 8-K, and more
search_filings
Find specific topics, companies, products, or risks mentioned in any SEC document. Filter by form type (10-K, 10-Q, 8-K) and date range. Full-text search across all SEC filings — find any keyword in any document
Example Prompts for SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search immediately.
"Show me Tesla's latest 10-K annual report"
"Search SEC filings mentioning 'artificial intelligence' in 10-K reports"
"Get recent insider trades (Form 4) for Microsoft"
Troubleshooting SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search MCP Server with LlamaIndex
Common issues when connecting SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpSEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search + LlamaIndex FAQ
Common questions about integrating SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search MCP Server with LlamaIndex.
How does LlamaIndex connect to MCP servers?
Can I combine MCP tools with vector stores?
Does LlamaIndex support async MCP calls?
Connect SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search with your favorite client
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TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search to LlamaIndex
Get your token, paste the configuration, and start using 6 tools in under 2 minutes. No API key management needed.
