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SEC XBRL (Financial Reporting) MCP Server

Bring Xbrl
to Windsurf

Learn how to connect SEC XBRL (Financial Reporting) to Windsurf and start using 4 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.

MCP Inspector GDPR Free for Subscribers
Get Company ConceptGet Company FactsGet SubmissionsGet Xbrl Frames

Compatible with every major AI agent and IDE

ClaudeClaude
ChatGPTChatGPT
CursorCursor
GeminiGemini
WindsurfWindsurf
VS CodeVS Code
JetBrainsJetBrains
VercelVercel
+ other MCP clients
SEC XBRL (Financial Reporting)

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

  1. Subscribe to this server
  2. Enter your SEC User-Agent string (required by SEC Fair Access policy)
  3. 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_company_concept

Get all XBRL disclosures for a single company concept

get_company_facts

Get all company concepts data for a specific company

get_submissions

Includes metadata and recent filings. Get filing history for a specific entity

get_xbrl_frames

Get aggregated facts for a specific concept and period

Why Windsurf?

Windsurf's Cascade agent chains multiple SEC XBRL (Financial Reporting) tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 4 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

  • 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 4 tools are immediately available

  • Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

See it in action

SEC XBRL (Financial Reporting) in Windsurf

AI AgentVinkius
High Security·Kill Switch·Plug and Play
Why Vinkius

SEC XBRL (Financial Reporting) and 4,000+ other MCP servers. One platform. One governance layer.

Teams that connect SEC XBRL (Financial Reporting) to Windsurf 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.

4,000+MCP Servers ready
<40msCold start
60%Token savings
Raw MCP
Vinkius
Server catalogFind and host yourself4,000+ managed
InfrastructureSelf-hostedSandboxed V8 isolates
Credential handlingPlaintext in configVault + runtime injection
Data loss preventionNoneConfigurable DLP policies
Kill switchNoneGlobal instant shutdown
Financial circuit breakersNonePer-server limits + alerts
Audit trailNoneEd25519 signed logs
SIEM log streamingNoneSplunk, Datadog, Webhook
HoneytokensNoneCanary alerts on leak
Custom domainsNot applicableDNS challenge verified
GDPR complianceManual effortAutomated purge + export
Enterprise Security

Why teams choose Vinkius for SEC XBRL (Financial Reporting) in Windsurf

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 Windsurf 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.

SEC XBRL (Financial Reporting)
Fully ManagedVinkius Servers
60%Token savings
High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
DLPData protection
V8 IsolateSandboxed
Ed25519Audit chain
<40msKill switch
Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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

The Vinkius Advantage

How Vinkius secures SEC XBRL (Financial Reporting) for Windsurf

Every tool call from Windsurf 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.

< 40msCold start
Ed25519Signed audit chain
60%Token savings
FAQ

Frequently asked questions

01

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.

02

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').

03

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.

04

How does Windsurf discover MCP tools?

Windsurf reads the 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.

05

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.

06

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.

07

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

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