EdgarTools
Pull SEC filings, financials, and company disclosures into agent workflows when researching public competitors or validating fintech ideas.
Overview
EdgarTools is an MCP server for the Idea phase that exposes SEC EDGAR filings and financial data to coding agents through eleven tools and seven prompts without a paid API key.
What is this MCP server?
- 11 MCP tools plus 7 bundled prompts covering major SEC filing types
- No paid API key—only SEC-required EDGAR_IDENTITY (name and email)
- PyPI stdio package edgartools v5.21.1
- Open-source toolkit on GitHub (dgunning/edgartools)
- Supports agent-driven extraction and Q&A over regulatory filings
- 7 prompts
- Server version 5.21.1
Community signal: 2.3k GitHub stars.
What problem does it solve?
You need primary-source public-company data inside the agent, but one-off EDGAR scripts break and SEC identity rules are easy to get wrong.
Who is it for?
Indie builders researching public competitors, fintech adjacency, or B2B markets where SEC filings are the ground truth.
Skip if: Teams that only need private startup intel, non-US registries, or real-time market ticks without regulatory documents.
What do I get? / Deliverables
Your agent can query filings and financials on demand with a stdio MCP install and compliant EDGAR_IDENTITY configuration.
- Agent-callable access to EDGAR filing types via 11 tools
- Reusable prompt templates (7) for filing-centric workflows
- Citation-ready excerpts from public company disclosures
Recommended MCP Servers
Journey fit
Public-company diligence and competitive intel usually happen before you commit to a build, during opportunity and competitor research. EDGAR is the canonical source for how public rivals report revenue, risk, and strategy—exactly what the competitors subphase is for.
How it compares
SEC EDGAR data MCP server, not a generic web scraper or portfolio trading terminal.
Common Questions / FAQ
Who is EdgarTools for?
Solo and indie builders who use AI coding agents and need SEC filings, financial statements, and regulatory text while researching markets or competitors.
When should I use EdgarTools?
Use it during idea and competitor research whenever answers must cite 10-K, 10-Q, 8-K, or other EDGAR documents instead of blog summaries.
How do I add EdgarTools to my agent?
Install the PyPI package edgartools, run the stdio MCP server, set EDGAR_IDENTITY to your name and email, and register the server in Claude Code, Cursor, or another MCP-compatible client.