# SEC EDGAR Full MCP

> SEC EDGAR Full is a Mega-Server that gives your AI agent direct access to the U.S. Securities and Exchange Commission's entire public filing database. It runs 13 tools covering company profiles, financial metrics (XBRL), annual reports (10-K), quarterly updates (10-Q), material event filings (8-K), and insider stock trades (Form 4). You get deep corporate data dumps without needing to navigate the SEC website.

## Overview
- **Category:** brain-trust
- **Price:** Free
- **Tags:** financial-analysis, sec-filings, market-data, corporate-governance, financial-reporting, regulatory-data, xbrl, business-intelligence

## Description

**SEC EDGAR Full is a mega-toolset that plugs your agent directly into the entire U.S. Securities and Exchange Commission filing database.** You don't gotta waste time clicking through endless PDFs or building some messy API wrapper; you just ask for what you need, and it pulls structured data from the source. It handles everything a major institutional investor needs to know about public companies.

**Getting Started: Finding Your Target Company**
You never wanna start an analysis without knowing exactly who you're looking at. If you only have the company name or a partial ticker, you use `search_companies` to pull up registered businesses by name or partial symbol. Once you find the right shell, if all you got is a stock ticker—say, AAPL—you run `lookup_ticker` first; that converts it into the unique CIK number needed for almost every other query.

**Building Your Financial Profile**
The data starts with basics. You can pull a company's entire profile using `get_company_info`, which grabs core details like their SIC code, exchange listing, and history of filings, all from just the ticker or CIK number. When you’re ready to drill into specific numbers, you use `get_financial_metric` to extract structured US-GAAP concepts—think Revenue, Assets, or R&D expenses—for any company. Need a fast snapshot? Run `get_key_financials`; it gives you the most recent five reported values for things like Net Income and Revenue. For deep, multi-year historical analysis of every single financial fact recorded by the SEC, you hit up `get_all_company_facts`. This downloads massive, raw XBRL data sets that let your agent do complex cross-sectional modeling.

**Tracking Regulatory Reports and Major Events**
Companies file reports on a strict cycle, and this set covers every piece of paper. For the annual deep dive, you use `get_annual_reports` to pull the full 10-K package; that includes audited financials and the management's discussion section. When the quarter wraps up, you run `get_quarterly_reports`, which fetches the 10-Q, giving you unaudited numbers and interim discussions. For sudden, material changes—like a massive merger or an unexpected earnings beat—you grab real-time data with `get_8k_events`. You can also check the most recent history for any company by running `get_recent_filings`, which lists everything from 10-K to 8-K. If you need to know what's going on with a specific industry, you don't gotta eyeball reports; run `get_industry_comparison` and it standardizes the same financial metric (like total revenue) across all companies in that sector so you can compare apples to apples.

**Behavioral and Search Analysis**
It’s not just about financials. You wanna know what the people running the show are doing? You use `get_insider_trades` to list recent Form 4 filings, showing exactly when company officers or directors buy or sell stock. This gives you a direct read on internal confidence. And if you're hunting for something specific—maybe a mention of 'supply chain risk' or a particular product line—you perform a full-text search across every single document filed by the SEC using `search_filings`. It pulls keywords, risks, and topics from all available documents. Finally, remember that some filings are massive; if you wanna check which companies exist under certain criteria without knowing their exact identifier, you can run `search_companies` to find them by name or partial ticker symbol.

You just point your AI client at these tools, and it handles the whole data dump for you. It’s everything in one place.

## Tools

### get_8k_events
Retrieves current reports detailing material corporate events like earnings announcements or M&A activity.

### get_all_company_facts
Downloads a massive, raw dataset of XBRL financial facts for deep, multi-year analysis.

### get_annual_reports
Fetches the full 10-K annual reports, including audited financials and management discussions.

### get_company_info
Retrieves a company's complete profile using its CIK number or stock ticker.

### get_financial_metric
Gets a specific US-GAAP financial concept (e.g., Revenue, Debt) for a company in structured format.

### get_industry_comparison
Compares the same financial metric across all companies within an entire industry sector.

### get_insider_trades
Lists recent Form 4 filings, showing when company officers and directors buy or sell stock.

### get_key_financials
Provides a quick summary of the most recent five reported financial values (Revenue, Net Income, etc.).

### get_quarterly_reports
Retrieves 10-Q quarterly reports, including unaudited financials and interim management discussions.

### get_recent_filings
Lists the most recent filings for a company, covering 10-K, 10-Q, 8-K, and other types.

### lookup_ticker
Converts a stock ticker symbol (like AAPL) into the unique SEC CIK number required for all queries.

### search_companies
Finds registered companies by name or partial ticker when you don't know the exact identifier.

### search_filings
Performs a full-text search across all SEC documents to locate specific keywords, risks, or products.

## Prompt Examples

**Prompt:** 
```
Full financial analysis of NVIDIA: company info, latest 10-K, key financials, and insider trades
```

**Response:** 
```
📊 **SEC EDGAR Full Analysis: NVDA**

🏢 NVIDIA Corp (CIK: 0001045810)
SIC: 3674 — Semiconductors

📄 Latest 10-K: Filed 2026-02-26 (FY2025)

💰 Key Financials:
  Revenue (FY2025): $130.5B
  Net Income (FY2025): $72.9B
  EPS: $2.95

👤 Recent Form 4 Trades: Colette Kress (CFO) sold 100,000 shares on 2026-03-05.
```

**Prompt:** 
```
Search the entire EDGAR database for 'robotics' and provide a summary of trends
```

**Response:** 
```
🔍 **EDGAR Full-Text Search Summary: 'robotics'**

Found 45,210 mentions in recent filings, primarily across the Manufacturing and Healthcare sectors. Companies like Intuitive Surgical (ISRG) and Amazon (AMZN) frequently cite 'robotics' in their Risk Factors and Business Strategy sections. There is a noticeable 15% increase in mentions in 2026 compared to 2025, suggesting accelerated adoption in supply chain logistics.
```

**Prompt:** 
```
Compare the historical assets of Microsoft vs Apple, and check if any insiders recently sold stock.
```

**Response:** 
```
📊 **Comparative Analysis: MSFT vs AAPL**

💰 **Historical Total Assets:**
- Microsoft (CY2025): $475.2B
- Apple (CY2025): $352.5B

👤 **Recent Insider Trades (Form 4):**
- Microsoft: Satya Nadella sold 50,000 shares on 2026-03-01.
- Apple: Tim Cook sold 80,000 shares on 2026-02-15.
```

## Capabilities

### Retrieve full company profiles
Get a company's core details—SIC code, exchange listing, and history of filings—using its ticker or CIK.

### Extract specific financial metrics (XBRL)
Pull structured data points like Revenue, Assets, or R&D expenses for a company using standard accounting concepts.

### Track major corporate events
Fetch 8-K reports detailing significant, time-sensitive changes, such as M&A activity or executive departures.

### Access full regulatory reports
Retrieve the complete text and financials from annual (10-K) and quarterly (10-Q) filings for deep due diligence.

### Monitor executive stock activity
Get Form 4 data to see when officers and directors are buying or selling company stock.

### Compare industry financial metrics
Run a standardized metric (like revenue) across all companies in an entire sector for comparative analysis.

### Search documents by keyword
Perform full-text searches across every filed document to find specific risks, products, or topics.

## Use Cases

### Evaluating sector risk for a new investment thesis
An analyst needs to know if 'AI infrastructure' is becoming a major risk factor. They run `search_filings` across the top 50 companies, filtering by 'risk factors.' The agent compiles all mentions of AI and identifies which industries are leading the conversation, solving the problem in minutes.

### Comparing two rival tech giants' balance sheets
A strategy team needs a side-by-side view of total assets for Microsoft and Apple. They use `get_industry_comparison` to compare 'Assets, Total' for CY2025 across both companies, providing immediate financial context.

### Investigating a sudden stock sell-off
A researcher notices heavy selling of shares. They first use `lookup_ticker` to confirm the CIK, then run `get_insider_trades` to see who sold and when. This quickly confirms if it was an executive or a general market dump.

### Getting a full picture of a company's recent actions
You need the latest update on Pharma Corp. You first use `get_recent_filings` to see what forms were filed in the last month, then call `get_8k_events` if an event occurred, and finally check `get_quarterly_reports` for financial details.

## Benefits

- **Go beyond simple summaries.** Instead of relying only on `get_key_financials`, you can use `get_all_company_facts` to grab the complete, raw XBRL data dump for deep-dive analysis into any specific financial concept.
- **Track corporate risk in real time.** When a major event happens (M&A, earnings), immediately check `get_8k_events`. This is faster than waiting for management to update their full 10-Q filing.
- **Identify executive sentiment instantly.** Use `get_insider_trades` to see if C-suite executives are buying or dumping stock. Insider buys often signal confidence, which is a crucial data point that manual research misses.
- **Benchmark across the sector.** Don't just look at one company. Run `get_industry_comparison` to compare Revenue or Assets for all companies in an entire industry frame simultaneously.
- **Pinpoint specific risks anywhere.** If you suspect a competitor is hiding something, use `search_filings` with keywords like 'litigation' or 'supply chain bottleneck.' It scans the text of every document.
- **Build a complete historical view.** By combining `get_annual_reports` and `get_quarterly_reports`, your agent builds a verifiable timeline of financial performance, from audited annual statements to unaudited quarterly updates.

## How It Works

The bottom line is: you tell your agent what kind of corporate intelligence you need, and it runs the specific SEC tool to pull the raw data directly.

1. Start by identifying the necessary company using `lookup_ticker` (by providing a stock ticker) or `search_companies` (if you only know the name). This gets the required CIK number.
2. Specify your data need—for instance, 'I need last year's revenue and any recent 8-K filings.' Your agent then runs specific tools like `get_financial_metric` and `get_8k_events` sequentially.
3. The server returns clean, structured JSON output containing the requested financial numbers, filing dates, or text snippets. You get immediate, actionable data for synthesis.

## Frequently Asked Questions

**How do I use get_financial_metric? **
You specify the company (via CIK or ticker) and the exact US-GAAP concept you want, like 'Revenue' or 'LongTermDebt.' It returns that specific data point across multiple years.

**What is the difference between get_annual_reports and get_quarterly_reports? **
Annual reports (`get_annual_reports` / 10-K) are the full, audited yearly statements. Quarterly reports (`get_quarterly_reports` / 10-Q) are unaudited updates filed three times a year.

**Can get_insider_trades tell me if an executive is dumping stock? **
Yes. You run `get_insider_trades` to see Form 4 filings, which track officer and director transactions. A high volume of sales flags potential risk.

**How do I get the CIK number for a company? **
You use the `lookup_ticker` tool by providing any known stock ticker symbol (e.g., AMZN). It returns the unique SEC CIK ID required for all other queries.

**How do I use `search_filings` if I need to track a specific regulatory risk factor across multiple years?**
You must filter the search using both form type (e.g., 10-K) and date range parameters. This limits results to relevant filings, preventing noise from unrelated documents.

**When should I use `get_all_company_facts` instead of `get_key_financials`?**
Use `get_all_company_facts` when you need the complete, raw XBRL dataset for deep analysis. `get_key_financials` provides a curated summary—it's faster but sacrifices data depth.

**Does `get_8k_events` only show M&A activity, or what other mandatory material events does it capture?**
No, it captures all major changes. This includes earnings announcements, executive departures, bankruptcy filings, and delistings, providing a full picture of corporate shifts.

**What parameters are required for `get_industry_comparison` to compare metrics across many companies?**
You must specify three things: the financial metric (e.g., Revenue), the time period (e.g., CY2024), and a list of company tickers or CIK numbers.

**How does this compare to Bloomberg Terminal?**
Bloomberg Terminal costs $24,000/year. This MCP server provides free, direct access to the same SEC EDGAR data that Bloomberg uses as a primary source. While Bloomberg offers real-time market data, charting, and news, this server covers the fundamental financial data: company filings (10-K, 10-Q, 8-K), XBRL financial statements, insider trading, and full-text search — all for free through the SEC's official APIs.

**Is this server rate-limited?**
The SEC limits API traffic to 10 requests per second. The MCP server honors these requirements by acting transparently and using a respectful User-Agent.

**Is all data strictly accurate?**
Yes, the data is pulled unaltered straight from the SEC's government endpoints. Be mindful that company financial reporting itself may occasionally be updated or reclassified by the companies themselves.