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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

Built by Vinkius GDPR 6 Tools Framework

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.

Vinkius supports streamable HTTP and SSE.

python
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())
SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search
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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.

01

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai

02

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

03

Run the agent

Save to agent.py and run: python agent.py

04

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.

01

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

02

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

03

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

04

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.

01

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

02

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

03

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

04

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:

01

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

02

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

03

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

04

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

05

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

06

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.

01

"Show me Tesla's latest 10-K annual report"

02

"Search SEC filings mentioning 'artificial intelligence' in 10-K reports"

03

"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.

01

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

SEC 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.

01

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
02

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
03

Does LlamaIndex support async MCP calls?

Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.

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.