# SEC EDGAR Filings MCP

> SEC EDGAR Filings — 10-K, 10-Q, 8-K, Insider Trades & Full-Text Search provides direct access to every public company's official regulatory filing. You can pull annual reports (10-K), quarterly updates (10-Q), material event disclosures (8-K), and track executive stock trades (Form 4). It also allows deep keyword searches across the entire EDGAR database.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** sec-filings, financial-reporting, insider-trading, document-search, regulatory-compliance, corporate-disclosures, xbrl, investor-relations

## Description

Reading a company's financials used to mean clicking through dozens of separate government websites, downloading massive PDFs, and stitching together disparate pieces of information. Now, you don't have to. This MCP connects your AI client directly to the U.S. Securities and Exchange Commission (SEC) EDGAR database. You can retrieve structured reports like 10-K annual filings or track recent executive transactions using `get_insider_trades`. Need to know what a company said about climate risk last quarter? Run a full-text search across all documents ever filed. It's a massive amount of data, but Vinkius hosts and manages this catalog so you can route these complex financial reports through natural conversation. You ask the question—whether it’s for annual reports or just a quick check on material events—and your agent gets the structured filing data back immediately.

## Tools

### get_recent_filings
Retrieves a list of the most recent SEC documents for any company, including 10-K, 10-Q, and 8-K.

### get_annual_reports
Pulls the comprehensive 10-K report, providing audited financial statements and deep management discussion for a full fiscal year.

### get_quarterly_reports
Obtains the un-audited 10-Q reports, giving quick financial updates three times per calendar year.

### get_8k_events
Finds critical 8-K current reports detailing sudden or material changes in a company's operations, leadership, or finances.

### get_insider_trades
Shows official Form 4 filings to track whether corporate officers and directors are buying or selling their own stock.

### search_filings
Performs a full-text search across the entire EDGAR database, letting you find any keyword in any document type.

## Prompt Examples

**Prompt:** 
```
Show me Tesla's latest 10-K annual report
```

**Response:** 
```
📄 **SEC EDGAR: 10-K Annual Reports — TSLA**

Tesla, Inc. (CIK: 0001318605)

1. 10-K — Filed: 2026-01-29, Period: 2025-12-31, Document URL: https://www.sec.gov/Archives/edgar/data/1318605/...
2. 10-K — Filed: 2025-01-27, Period: 2024-12-31
...
```

**Prompt:** 
```
Search SEC filings mentioning 'artificial intelligence' in 10-K reports
```

**Response:** 
```
🔍 **EDGAR Full-Text Search: 'artificial intelligence'**

Found 12,847 results in 10-K filings

Top results:
1. NVIDIA Corp — 10-K (2026-02-26)
2. Microsoft Corp — 10-K (2025-08-02)
3. Alphabet Inc — 10-K (2026-01-30)
```

**Prompt:** 
```
Get recent insider trades (Form 4) for Microsoft
```

**Response:** 
```
👤 **Insider Trades (Form 4): MSFT**

Recent Form 4 filings for Microsoft:
1. Form 4 - Satya Nadella (2026-03-01) - Document URL: ...
2. Form 4 - Brad Smith (2026-02-15) - Document URL: ...
```

## Capabilities

### Pull all recent filings
Fetch the most current SEC documents for any company, including 10-K, 10-Q, and 8-K reports.

### Retrieve annual financial reports
Get the full 10-K document, which contains detailed audited statements and management discussion for a company's entire fiscal year.

### Access quarterly updates
Pull the un-audited 10-Q reports that provide financial snapshots three times per year.

### Track corporate material events
Find 8-K filings detailing major, sudden changes like mergers or CEO departures.

### Monitor executive stock trades
View Form 4 data to see when company officers and directors buy or sell their own shares.

### Search across all documents
Run a keyword search against the entire archive of SEC filings, no matter the form type or date.

## Use Cases

### A competitor changes its strategy.
You suspect a rival is changing direction. Instead of relying on news headlines, you ask your agent to run `search_filings` for their name combined with 'strategic shift' or 'market pivot' across all 10-K reports from the last five years.

### Checking leadership stability.
A major deal is announced. You need to know if the CEO has recently sold shares. Your agent runs `get_insider_trades` for that company, immediately showing you any recent Form 4 activity by top officers.

### Understanding quarterly changes.
You want a quick health check on three companies without waiting for full annual reports. You ask your agent to pull the latest 10-Q from all three, getting un-audited financial updates instantly.

## Benefits

- Instead of manually checking multiple websites, you get a single source for all required disclosures. Use `get_recent_filings` to see everything from 10-K annual reports to quick Form 4 insider trades in one go.
- You can pinpoint exactly when material events happened. The ability to retrieve 8-K filings lets you track sudden executive changes or M&A activity immediately.
- Don't just read the numbers; read the narrative. Use `search_filings` to find specific risks, products, or topics mentioned across decades of history that standard search engines miss.
- Monitor corporate sentiment by tracking insider activity. Pulling Form 4 data via `get_insider_trades` lets you see if executives are buying (a potential bullish signal) or selling stock.
- Get the deep dive without the headache. Instead of wrestling with massive, unstructured PDF reports, use `get_annual_reports` to pull structured 10-K summaries directly into your workflow.

## How It Works

The bottom line is your agent handles the complex API calls and data structure navigation so you just get clean, actionable financial reports.

1. Specify the target company (by ticker or CIK) and the required filing type (e.g., '10-K' or 'Form 4').
2. Your AI client invokes the correct tool, filtering the vast SEC database for that specific data point.
3. You receive structured results containing links to the official documents, key dates, and summary information.

## Frequently Asked Questions

**What is the difference between using `get_annual_reports` and `get_quarterly_reports` with SEC EDGAR Filings?**
The 10-K annual report provides a comprehensive, audited picture of the full fiscal year. The 10-Q quarterly report gives un-audited updates, serving as a quicker snapshot for investors between the major yearly filings.

**How do I search historical documents using `search_filings`?**
You specify your keyword and then give the time range. The tool searches across all filing types (10-K, 10-Q, etc.) for that term within those dates.

**Can I track insider sales using `get_insider_trades`?**
Yes, the tool retrieves Form 4 data which tracks both buys and sells by officers. This is crucial for monitoring if insiders are dumping or accumulating shares.

**What type of event do I find with `get_8k_events`?**
The 8-K reports disclose material, unplanned events—things like major mergers, leadership changes, or bankruptcy declarations that the company must report quickly.

**Does this MCP only work for publicly traded companies?**
This MCP accesses data from the SEC EDGAR system, which covers public companies required to file these specific reports. It's designed for large, listed entities.