MCP Server

Filings Intel MCP

com.datakoot/sec-edgar-filings
Finance & Investing Search & Research Public & reachable MCP 2026-07-28

What this MCP does

Searches SEC EDGAR filings and retrieves company identities, financial facts, recent filings, and insider transactions.

company_lookup
Resolve a stock ticker or company name to its SEC identity: CIK number, official name, ticker(s), exchange(s), industry (SIC), and fiscal year end. Start here before other Filings Intel calls.
Input schema
{'type': 'object', 'required': ['query'], 'properties': {'query': {'type': 'string', 'description': 'Ticker (e.g. AAPL), company name, or CIK'}}}
filing_search
Full-text search across all EDGAR filings for a keyword or phrase (e.g. a risk factor, product name, or executive). Returns matching filings with company, form type, and date. Optionally restrict to a form type.
Input schema
{'type': 'object', 'required': ['query'], 'properties': {'limit': {'type': 'integer', 'default': 10, 'description': 'Maximum number of results to return.'}, 'query': {'type': 'string', 'description': 'Search phrase'}, 'form_type': {'type': 'string', 'description': 'Optional form filter, e.g. 8-K'}}}
financials
Get reported financial facts for a company from XBRL data in its filings: revenue, net income, total assets, liabilities, equity, EPS, and cash — most recent reported values, or the full history of one specific us-gaap concept.
Input schema
{'type': 'object', 'required': ['query'], 'properties': {'query': {'type': 'string', 'description': 'Ticker, name, or CIK'}, 'concept': {'type': 'string', 'description': 'Optional specific us-gaap concept, e.g. Revenues, NetIncomeLoss, Assets'}}}
insider_transactions
List recent insider ownership filings (Form 3/4/5) for a company — the filings officers, directors, and 10% owners submit when they buy or sell shares. Returns the filings with dates and links.
Input schema
{'type': 'object', 'required': ['query'], 'properties': {'limit': {'type': 'integer', 'default': 15, 'description': 'Maximum number of results to return.'}, 'query': {'type': 'string', 'description': 'Ticker, name, or CIK'}}}
recent_filings
List a company's most recent SEC filings (10-K annual reports, 10-Q quarterly, 8-K material events, S-1 IPO registrations, etc.) with filing dates and direct document links. Optionally filter by form type.
Input schema
{'type': 'object', 'required': ['query'], 'properties': {'limit': {'type': 'integer', 'default': 15, 'description': 'Maximum number of results to return.'}, 'query': {'type': 'string', 'description': 'Ticker, name, or CIK'}, 'form_type': {'type': 'string', 'description': 'Optional filter, e.g. 10-K, 10-Q, 8-K, 4'}}}
Added
insider_transactions
Sept. 17, 2026, 12:34 p.m.
Added
financials
Sept. 17, 2026, 12:34 p.m.
Added
filing_search
Sept. 17, 2026, 12:34 p.m.
Added
recent_filings
Sept. 17, 2026, 12:34 p.m.
Added
company_lookup
Sept. 17, 2026, 12:34 p.m.

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