# SEC EDGAR Financials MCP

> SEC EDGAR Financials extracts structured XBRL data directly from U.S. public company filings. Use it to pull key metrics—like revenue, net income, and assets—or compare a specific financial metric across entire industries using standardized accounting frames. It gives you the raw numbers needed for deep financial analysis.

## Overview
- **Category:** data-intelligence
- **Price:** Free
- **Tags:** financial-analysis, xbrl, financial-metrics, market-data, corporate-finance, industry-benchmarking, accounting-standards, data-extraction

## Description

This server pulls structured XBRL data straight from U.S. public company filings, giving you access to core financials that'll make your analysis airtight. You won't be stuck with glossy summaries; you get the raw numbers needed for serious deep-dive work.

When you use this service, you can pull metrics—like revenue, net income, and assets—or compare a specific financial figure across entire industries using standardized accounting frames. It’s built to give you the absolute bedrock data points for any major financial analysis.

We've got four tools here that let you target exactly what you need:

**Getting Quick Benchmarks:** If you just wanna see where a company stands right now, **`get_key_financials`** returns the five most recent reported values for core metrics. You can quickly check revenue, net income, assets, equity, EPS, and cash flow without digging through years of filing history.

**Deep Diving into Specific GAAP Accounts:** Need to track a niche account over time? Use **`get_financial_metric`**. This tool lets you target one precise US-GAAP concept—say, Research & Development Expense or Long-Term Debt—and it pulls that historical data for any company you point it at. It’s surgical.

**Benchmarking Across Entire Industries:** Don't wanna just look at one company? Use **`get_industry_comparison`**. You can compare a single financial measure, like Revenue or total Assets, against every other public company in an entire industry group for a given time period. It’s the definitive way to benchmark.

**Pulling Complete Financial History:** If you need the whole picture—the deep historical context—you use **`get_all_company_facts`**. This tool gives you a complete data dump of hundreds of XBRL financial facts across multiple years for any company, letting you build out comprehensive timelines and models.

## Tools

### get_all_company_facts
Retrieves a complete data dump containing hundreds of XBRL financial facts across multiple years for any company.

### get_financial_metric
Pulls the historical values for one specific US-GAAP concept, such as Revenue or NetIncomeLoss, for a given company.

### get_industry_comparison
Compares a selected financial metric across all companies within an entire industry group using standardized XBRL frames.

### get_key_financials
Returns the most recent five reported values for core metrics: revenue, net income, assets, equity, EPS, and cash.

## Prompt Examples

**Prompt:** 
```
Get Apple's key financial data — revenue, income, assets, and EPS
```

**Response:** 
```
📊 **SEC EDGAR Financials: AAPL**

Apple Inc. (CIK: 0000320193)

💰 Revenue (last 5 periods):
  Q4 2025: $124.3B
  Q3 2025: $85.8B

💵 Net Income (last 5 periods):
  Q4 2025: $36.3B
  Q3 2025: $21.4B

📈 Earnings Per Share (EPS):
  Q4 2025: $2.41
```

**Prompt:** 
```
What is Meta's exact Research and Development Expense?
```

**Response:** 
```
📊 **US-GAAP Concept: ResearchAndDevelopmentExpense (Meta)**

Meta Platforms, Inc. (CIK: 0001326801)

Reported Values:
FY 2025: $52,130,000,000
FY 2024: $38,485,000,000
FY 2023: $35,338,000,000
```

**Prompt:** 
```
Show me a comparison of Revenue across all companies for CY2024
```

**Response:** 
```
🏛️ **Industry Frame: Revenues (CY2024)**

Top reporting entities for CY2024 by US-GAAP Revenues:
1. Walmart Inc: $648,125,000,000
2. Amazon.com Inc: $574,785,000,000
3. Apple Inc: $383,285,000,000
```

## Capabilities

### Benchmark metrics across sectors
Compare a single financial measure (like revenue) against every other company in an industry using `get_industry_comparison`.

### Extract key summary financials
Get the five most recent reported values for core metrics—revenue, net income, and assets—for a specific company using `get_key_financials`.

### Deep dive into GAAP accounts
Target a precise US-GAAP concept (like Research & Development Expense) and pull its historical data for any company via `get_financial_metric`.

### Pull complete financial history
Retrieve the entire dataset dump of XBRL facts, including hundreds of concepts over multiple years using `get_all_company_facts`.

## Use Cases

### Comparing a target company against its sector average
You need to know if Acme Corp is performing well in the energy sector. Instead of finding 30 individual reports, ask your agent to run `get_industry_comparison` for 'Revenue' across all companies in that industry for CY2024. You get a ranked list and immediate context.

### Tracking a specific cost center over time
You suspect a competitor is suddenly increasing their spending on AI infrastructure. Use `get_financial_metric` to check the 'ResearchAndDevelopmentExpense' for that company across the last five years, giving you a clear historical trend line.

### Quickly assessing overall market size
You are starting an investment thesis and need general numbers. Use `get_key_financials` to pull revenue, assets, and EPS for the top five players in a market instantly. It's faster than opening any terminal.

### Performing deep due diligence on filing scope
Your team needs every data point possible on a company before making an investment decision. Run `get_all_company_facts` to dump all available XBRL concepts, ensuring no piece of historical financial context is missed.

## Benefits

- Stop manual data entry. Instead of jumping through PDFs to find a single number, use `get_financial_metric` to target specific concepts like ResearchAndDevelopmentExpense and get the full historical trend immediately.
- Benchmark performance instantly. Use `get_industry_comparison` to show how Company A's revenue stacks up against its competitors across the whole sector—it’s perfect for quick peer analysis.
- See a company's core health at a glance. `get_key_financials` summarizes the five most vital numbers (revenue, net income, assets, etc.), giving you a mini-Bloomberg view without leaving your chat window.
- Get the full picture. When you need deep due diligence on an acquisition target, `get_all_company_facts` provides the complete XBRL data dump for context and history.
- Compare apples to apples. The system standardizes metrics using US-GAAP frames, meaning you don't worry about different accounting methodologies when running comparisons.

## How It Works

The bottom line is: You stop digging through PDFs; you start pulling clean, comparable financial numbers directly into your workflow.

1. Tell your agent what you need: Specify the company (by name or ticker) and the required scope (e.g., 'Compare revenue for 2024' or 'Get Apple’s R&D expense').
2. Your AI client calls the correct tool—for example, it routes the request to `get_industry_comparison` when you need a sector view.
3. The server returns structured XBRL data, giving you clean tables of figures and historical metrics ready for analysis.

## Frequently Asked Questions

**How do I compare Revenue for multiple companies in a single industry?**
You use `get_industry_comparison`. This tool pulls the specified metric (like Revenue) and displays it across all companies in the defined sector, letting you spot trends immediately.

**Is get_key_financials the same as getting all company facts?**
No. `get_key_financials` is a curated summary—it gives you the five most important metrics (revenue, net income, etc.). `get_all_company_facts` is the full data dump with hundreds of concepts and years of history.

**What if I want to check a niche metric like Deferred Tax Liability?**
Run `get_financial_metric`. You just need to provide the specific US-GAAP concept name. If it exists in their filings, this tool pulls the historical data for you.

**Can I compare metrics across different years using get_industry_comparison?**
Yes. You specify both the metric and the period format (like CY2024 or CY2023) to run a historical, comparative benchmark.

**Does running `get_key_financials` require API keys or authentication?**
No. This server runs with zero authorization requirements. You don't need to manage credentials; your AI client connects and accesses the data immediately.

**What happens if I use `get_financial_metric` for a concept that doesn't exist?**
It won't fail. If the specific US-GAAP concept isn't found, the tool returns a list of all available concepts instead. This lets you know what metrics are actually trackable.

**How can I best use `get_industry_comparison` for large groups of companies?**
Send requests iteratively. Since you're comparing many entities, run the comparison in batches rather than trying to do it all in one massive prompt. This keeps your agent stable.

**Is there a limit on the data volume when I call `get_all_company_facts`?**
The tool delivers a complete XBRL dump, which contains hundreds of concepts across multiple years. Treat this as raw, deep analysis; it's huge and needs careful filtering.

**What is XBRL?**
XBRL (eXtensible Business Reporting Language) is a standardized format for financial data required by the SEC since 2009. It tags every financial number (revenue, assets, debt, etc.) with a machine-readable label, making it possible to extract and compare financial data across companies automatically.

**What is a US-GAAP concept?**
US-GAAP comprises the standard accounting principles in the US. Each accounting term (like 'Revenues' or 'NetIncomeLoss') maps directly to specific facts filed in XBRL format.

**What are frames?**
The SEC provides 'Frames' to view an entire industry's metric at once (e.g., all revenues in Q1 2024) instead of polling company-by-company.