How do I find the CIK for a company like Apple?

You can search for a company's CIK on the official SEC website or ask your agent to find it. For Apple, the CIK is '0000320193'. Remember to use the leading zeros if necessary.

Can I see the latest 10-K filing for a specific entity?

Yes! Use the `get_submissions` tool with the company's CIK. The response will list the most recent filings, and you can identify the 10-K report among them.

XBRL (eXtensible Business Reporting Language) is a standardized format for business reporting. It allows the SEC and analysts to extract specific financial facts (like Net Income) from filings programmatically.

SEC EDGAR MCP Server for LlamaIndex 3 tools — connect in under 2 minutes

Name: SEC EDGAR
Availability: InStock
Author: Vinkius

docs.llamaindex.ai/en/stable/module_guides/tools/mcp

Built by Vinkius GDPR 3 Tools Framework

LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add SEC EDGAR as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

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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. "
            "You have 3 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in SEC EDGAR?"
    )
    print(response)

asyncio.run(main())

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About SEC EDGAR MCP Server

Empower your AI agent with the primary source for US corporate intelligence through the SEC EDGAR MCP server. This integration provides real-time access to the Securities and Exchange Commission's database of public company filings. Your agent can retrieve recent submissions (like annual 10-K and quarterly 10-Q reports), extract specific XBRL financial facts, and audit disclosures for any public entity using its Central Index Key (CIK). Whether you are conducting fundamental analysis, auditing regulatory compliance, or researching corporate history, your agent acts as a dedicated financial analyst through natural conversation.

LlamaIndex agents combine SEC EDGAR tool responses with indexed documents for comprehensive, grounded answers. Connect 3 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.

What you can do

Submission Tracking — Retrieve the most recent filings for any public company.
Financial Fact Extraction — Access structured XBRL data for balance sheets, income statements, and more.
Concept Lookup — Fetch company disclosures for specific financial concepts across multiple years.
Entity Identification — Use CIKs to precisely target data for specific public entities.

The SEC EDGAR MCP Server exposes 3 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 to LlamaIndex via MCP

Follow these steps to integrate the SEC EDGAR 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 3 tools from SEC EDGAR

Why Use LlamaIndex with the SEC EDGAR MCP Server

LlamaIndex provides unique advantages when paired with SEC EDGAR through the Model Context Protocol.

Data-first architecture: LlamaIndex agents combine SEC EDGAR tool responses with indexed documents for comprehensive, grounded answers

Query pipeline framework lets you chain SEC EDGAR tool calls with transformations, filters, and re-rankers in a typed pipeline

Multi-source reasoning: agents can query SEC EDGAR, a vector store, and a SQL database in a single turn and synthesize results

Observability integrations show exactly what SEC EDGAR tools were called, what data was returned, and how it influenced the final answer

SEC EDGAR + LlamaIndex Use Cases

Practical scenarios where LlamaIndex combined with the SEC EDGAR MCP Server delivers measurable value.

Hybrid search: combine SEC EDGAR real-time data with embedded document indexes for answers that are both current and comprehensive

Data enrichment: query SEC EDGAR 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 for fresh data

Analytical workflows: chain SEC EDGAR queries with LlamaIndex's data connectors to build multi-source analytical reports

SEC EDGAR MCP Tools for LlamaIndex (3)

These 3 tools become available when you connect SEC EDGAR to LlamaIndex via MCP:

get_company_concept

g., Assets, Liabilities). Get a specific financial concept for a company

get_company_facts

Get financial facts for a company

get_submissions

) for a company using its Central Index Key (CIK). Get recent submissions for a company

Example Prompts for SEC EDGAR in LlamaIndex

Ready-to-use prompts you can give your LlamaIndex agent to start working with SEC EDGAR immediately.

"Get recent submissions for Apple Inc (CIK 0000320193)."

"Extract the 'NetIncomeLoss' for Microsoft (CIK 0000789019) for the last 3 years."

"Find all filings for Tesla (CIK 0001318605) related to '8-K' forms this year."

Troubleshooting SEC EDGAR MCP Server with LlamaIndex

Common issues when connecting SEC EDGAR to LlamaIndex through the Vinkius, and how to resolve them.

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

SEC EDGAR + LlamaIndex FAQ

Common questions about integrating SEC EDGAR MCP Server with LlamaIndex.

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.

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query SEC EDGAR tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.