Bring Xbrl
to Claude Desktop
Learn how to connect SEC XBRL (Financial Reporting) to Claude Desktop and start using 4 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the SEC XBRL (Financial Reporting) MCP Server?
Connect your AI agent to the SEC EDGAR database and perform deep financial analysis using standardized XBRL data. This server provides programmatic access to the U.S. Securities and Exchange Commission's public filing infrastructure.
What you can do
- Filing History — Retrieve the complete submission history for any entity using its Central Index Key (CIK)
- Company Facts — Fetch the entire dictionary of XBRL facts reported by a company, covering all taxonomies (US-GAAP, IFRS, etc.)
- Concept Analysis — Drill down into specific financial concepts (e.g., Net Income, Assets) for a single company over time
- Market-Wide Frames — Aggregate specific financial data points across all reporting entities for a particular period and unit
How it works
- Subscribe to this server
- Enter your SEC User-Agent string (required by SEC Fair Access policy)
- Start querying financial statements from Claude, Cursor, or any MCP client
Who is this for?
- Financial Analysts — instantly pull raw XBRL data for modeling without manual spreadsheet entry
- Investors — monitor recent filings and compare metrics across industries using standardized frames
- Compliance Officers — verify submission histories and disclosure accuracy for specific CIKs
Built-in capabilities (4)
Get all XBRL disclosures for a single company concept
Get all company concepts data for a specific company
Includes metadata and recent filings. Get filing history for a specific entity
Get aggregated facts for a specific concept and period
Why Claude Desktop?
Claude Desktop is the definitive way to connect SEC XBRL (Financial Reporting) to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 4 tools in the chat interface. ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.
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Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available
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Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface
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Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions
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Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network
SEC XBRL (Financial Reporting) in Claude Desktop
SEC XBRL (Financial Reporting) and 4,000+ other MCP servers. One platform. One governance layer.
Teams that connect SEC XBRL (Financial Reporting) to Claude Desktop through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 4,000+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for SEC XBRL (Financial Reporting) in Claude Desktop
The SEC XBRL (Financial Reporting) 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. All 4 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Claude Desktop only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* 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
How Vinkius secures
SEC XBRL (Financial Reporting) for Claude Desktop
Every tool call from Claude Desktop to the SEC XBRL (Financial Reporting) MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
How do I find the filing history for a specific company?
Use the get_submissions tool with the company's Central Index Key (CIK). For example, Apple is 320193. The tool automatically handles leading zeros.
Can I retrieve specific financial metrics like 'Net Income' for a company?
Yes. Use get_company_concept by providing the CIK, the taxonomy (usually 'us-gaap'), and the XBRL tag (like 'NetIncomeLoss').
How can I compare a single metric across all companies for a specific year?
Use the get_xbrl_frames tool. You can specify a concept, unit, and period (e.g., 'CY2023') to get data for every reporting entity in that timeframe.
How does Claude Desktop discover MCP tools?
When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.
What happens if the MCP server is temporarily unavailable?
Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.
Can I connect multiple MCP servers simultaneously?
Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.
Is there a limit on the number of tools per server?
Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.
Does Claude Desktop support Streamable HTTP transport?
Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.
Server not appearing after restart
Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).
Authentication error
Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.
Tools not showing in chat
Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.
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