SEC EDGAR MCP Server for Windsurf 3 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect SEC EDGAR through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install SEC EDGAR and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"sec-edgar": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* 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 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.
Windsurf's Cascade agent chains multiple SEC EDGAR tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 3 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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 Windsurf 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 Windsurf via MCP
Follow these steps to integrate the SEC EDGAR MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using SEC EDGAR
Open Cascade and ask: "Using SEC EDGAR, help me...". 3 tools available
Why Use Windsurf with the SEC EDGAR MCP Server
Windsurf provides unique advantages when paired with SEC EDGAR through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 3 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
SEC EDGAR + Windsurf Use Cases
Practical scenarios where Windsurf combined with the SEC EDGAR MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from SEC EDGAR and generate models, types, or handlers based on real API responses
Live debugging: query SEC EDGAR tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from SEC EDGAR and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine SEC EDGAR data with Cascade's code generation to scaffold entire features in minutes
SEC EDGAR MCP Tools for Windsurf (3)
These 3 tools become available when you connect SEC EDGAR to Windsurf 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 Windsurf
Ready-to-use prompts you can give your Windsurf 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 Windsurf
Common issues when connecting SEC EDGAR to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
SEC EDGAR + Windsurf FAQ
Common questions about integrating SEC EDGAR MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect SEC EDGAR with your favorite client
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Connect SEC EDGAR to Windsurf
Get your token, paste the configuration, and start using 3 tools in under 2 minutes. No API key management needed.