Bring Financial Filings
to LlamaIndex
Create your Vinkius account to connect SEC EDGAR to LlamaIndex and start using all 3 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the 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.
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.
How it works
- Subscribe to this server
- No API Key required (Public Access with User-Agent)
- Start querying corporate filings from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Financial Analysts — quickly pull data for valuation models and trend analysis.
- Investors — monitor recent filings and earnings reports for their portfolio companies.
- Legal & Compliance Officers — verify public disclosures and regulatory adherence.
- Academic Researchers — access raw financial data for corporate governance and economic studies.
Built-in capabilities (3)
g., Assets, Liabilities). Get a specific financial concept for a company
Get financial facts for a company
) for a company using its Central Index Key (CIK). Get recent submissions for a company
Why LlamaIndex?
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.
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Data-first architecture: LlamaIndex agents combine SEC EDGAR tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain SEC EDGAR tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query SEC EDGAR, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what SEC EDGAR tools were called, what data was returned, and how it influenced the final answer
SEC EDGAR in LlamaIndex
Why run SEC EDGAR with Vinkius?
The SEC EDGAR connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 3 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect SEC EDGAR using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
SEC EDGAR and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect SEC EDGAR to LlamaIndex through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
SEC EDGAR for LlamaIndex
Every request between LlamaIndex and SEC EDGAR is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
What is XBRL data?
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.
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.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp
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