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STDIO & Streamable HTTP.</b>\n  <div>16 Tools (+1 opt-in) • 2 Resources • 1 Prompt</div>\n  </p>\n</div>\n\n<div align=\"center\">\n\n[![npm](https://img.shields.io/npm/v/@cyanheads/secedgar-mcp-server?style=flat-square&logo=npm&logoColor=white)](https://www.npmjs.com/package/@cyanheads/secedgar-mcp-server) [![License](https://img.shields.io/badge/License-Apache%202.0-orange.svg?style=flat-square)](./LICENSE) [![Docker](https://img.shields.io/badge/Docker-ghcr.io-2496ED?style=flat-square&logo=docker&logoColor=white)](https://github.com/users/cyanheads/packages/container/package/secedgar-mcp-server) [![MCP SDK](https://img.shields.io/badge/MCP%20SDK-^2.2.0-green.svg?style=flat-square)](https://modelcontextprotocol.io/) [![TypeScript](https://img.shields.io/badge/TypeScript-^7.0.2-3178C6.svg?style=flat-square)](https://www.typescriptlang.org/) [![Bun](https://img.shields.io/badge/Bun-v1.4.2-blueviolet.svg?style=flat-square)](https://bun.sh/)\n\n</div>\n\n<div align=\"center\">\n\n[![Install in Claude Desktop](https://img.shields.io/badge/Install_in-Claude_Desktop-D97757?style=for-the-badge&logo=anthropic&logoColor=white)](https://github.com/cyanheads/secedgar-mcp-server/releases/latest/download/secedgar-mcp-server.mcpb) [![Install in Cursor](https://cursor.com/deeplink/mcp-install-dark.svg)](https://cursor.com/en/install-mcp?name=secedgar-mcp-server&config=eyJjb21tYW5kIjoibnB4IiwiYXJncyI6WyIteSIsIkBjeWFuaGVhZHMvc2VjZWRnYXItbWNwLXNlcnZlciJdLCJlbnYiOnsiRURHQVJfVVNFUl9BR0VOVCI6IllvdXJOYW1lIHlvdXItZW1haWxAZXhhbXBsZS5jb20ifX0=) [![Install in VS Code](https://img.shields.io/badge/VS_Code-Install_Server-0098FF?style=for-the-badge&logo=visualstudiocode&logoColor=white)](https://vscode.dev/redirect?url=vscode:mcp/install?%7B%22name%22%3A%22secedgar-mcp-server%22%2C%22command%22%3A%22npx%22%2C%22args%22%3A%5B%22-y%22%2C%22%40cyanheads%2Fsecedgar-mcp-server%22%5D%2C%22env%22%3A%7B%22EDGAR_USER_AGENT%22%3A%22YourName%20your-email%40example.com%22%7D%7D)\n\n[![Framework](https://img.shields.io/badge/Built%20on-@cyanheads/mcp--ts--core-67E8F9?style=flat-square)](https://www.npmjs.com/package/@cyanheads/mcp-ts-core)\n\n</div>\n\n<div align=\"center\">\n\n**Public Hosted Server:** [https://secedgar.caseyjhand.com/mcp](https://secedgar.caseyjhand.com/mcp)\n\n</div>\n\n---\n\n## Overview\n\nSEC EDGAR filings, XBRL financials, and ownership data. No API key needed, only the User-Agent header SEC requires. Resolve companies by ticker, name, or CIK, search filings back to 1993, pull XBRL financials and cross-company comparisons by concept, and trace ownership through insider transactions, 13F holdings, 13D/13G blockholders, and fund portfolios. Runs as a stdio process, a local Streamable HTTP server, or the public hosted endpoint above.\n\n### Tools\n\n| Tool | Description |\n|:---|:---|\n| `secedgar_company_search` | Find companies and retrieve entity info with optional recent filings |\n| `secedgar_search_filings` | Search EDGAR filings since 1993: full text from 2001, archive browse before that |\n| `secedgar_get_filing` | Fetch a filing's metadata and document text, paged or by section |\n| `secedgar_get_financials` | Get historical XBRL financial data for one company and concept |\n| `secedgar_get_snapshot` | One-call financial profile: the latest value of every supported concept |\n| `secedgar_get_material_events` | 8-K filings with item codes decoded and filterable |\n| `secedgar_get_insider_transactions` | Form 4 / 4-A insider transactions parsed from ownership XML |\n| `secedgar_get_institutional_holdings` | 13F-HR quarterly holdings of one institutional manager |\n| `secedgar_find_holders` | Reverse 13F lookup: which managers reported holding an issuer |\n| `secedgar_get_beneficial_owners` | 5%+ blockholders of an issuer from structured SCHEDULE 13D / 13G filings |\n| `secedgar_get_fund_holdings` | ETF and mutual fund portfolio holdings from the quarterly NPORT-P report |\n| `secedgar_fetch_frames` | One XBRL concept × one period across every reporting company |\n| `secedgar_compare_companies` | Compare named companies across several concepts, aligned on calendar periods |\n| `secedgar_search_concepts` | Discover supported XBRL concept names or reverse-lookup a raw tag |\n| `secedgar_dataframe_describe` | List canvas dataframes with provenance, TTL, and schema |\n| `secedgar_dataframe_query` | Run a single-statement SELECT across dataframes |\n| `secedgar_dataframe_drop` | Drop a canvas dataframe by name; opt-in via `EDGAR_DATAFRAME_DROP_ENABLED=true` |\n\n### Resources\n\n| Resource | Description |\n|:---|:---|\n| `secedgar://concepts` | XBRL financial concepts grouped by statement, mapping friendly names to XBRL tags |\n| `secedgar://filing-types` | Common SEC filing types, plus the 8-K item-code tables for both numbering regimes |\n\n`secedgar_search_concepts` serves the same concept catalog to tool-only clients.\n\n### Prompts\n\n| Prompt | Description |\n|:---|:---|\n| `secedgar_company_analysis` | Structured analysis of a company's SEC filings: financial trends, risk factors, material events |\n\n## Capability reference\n\n### `secedgar_company_search` <sub>tool</sub>\n\n- `query` takes a ticker (equities, ETFs, and mutual funds; `BRK-B` or `BRK.B`), a current or former company name (the corporate suffix can be left off: `Apple` finds Apple Inc.), or a CIK; `include_filings` (default on) adds up to `filing_limit` filings (1–50, default 10), filtered by exact `forms` match and `filed_after` / `filed_before`\n- Returns SIC code, exchanges, fiscal year end, and state of incorporation, plus `series_id` / `class_id` for a fund ticker; fails as `no_match` (with near matches in `data.suggestions` when a name scores close enough) or `multiple_matches`\n- A date filter or an under-filled form filter scans past the recent window (the last year or 1,000 filings, whichever holds more) into the archive, up to 10 archive pages, and `history_scanned_through` reports how far it reached\n\n---\n\n### `secedgar_search_filings` <sub>tool</sub>\n\n- Full-text `query` (phrases, `OR`, `-exclusion`, `wildcard*`, `ticker:` / `cik:` scoping), or browse by `forms` and/or entity with no query; `filed_after` and `filed_before` must be given together; `limit` up to 100, and `offset` (up to 9,999) pages server-side only under `sort: \"relevance\"` on a 2001-onward search, where it counts matching documents, so a filing can recur across pages\n- Full text covers 2001 onward. Earlier ranges, back to 1993, come from the archives, and pre-2001 free text needs `ticker:` / `cik:` scope and reads up to 50 documents (`scan` reports candidates, scanned, and matched)\n- One row per filing: a full-text row lists the documents that matched in `matched_documents` (filenames for `secedgar_get_filing`)\n- A range crossing 2001-01-01 is split and merged, each row tagged with `source` (`efts`, `submissions`, `full-index`); the response carries `total` and `form_distribution` (both counting filings), `total_is_exact`, and, when full text was searched, `total_documents`\n\n---\n\n### `secedgar_get_filing` <sub>tool</sub>\n\n- `accession_number` in dash or 18-digit form, optional `cik` to speed the lookup, `document` for an exhibit, `include_xbrl` for XBRL artifacts; `content_limit` 1,000–200,000 characters per page (default 50,000)\n- Page with `offset` / `next_offset` until `content_truncated` is false, or jump with `section` (substring match on detected headings; `item 1` never lands on Items 10–16); the first page of a truncated document carries an `outline` of up to 50 headings with offsets, plain-text legacy filings included\n- `documents` splits the filing into primary, exhibits, and auxiliary; entries marked `binary` (scans, PDFs, archives) fail as `binary_document`, and a `section` miss returns `section_not_found` with the outline\n- When the archive doesn't serve the primary document a filing's index names (common in 2000–2001 filings), the full submission `<accession>.txt` is read instead and the response notice says so\n\n---\n\n### `secedgar_get_financials` <sub>tool</sub>\n\n- `company` (ticker or CIK) plus `concept` as a friendly name or raw XBRL tag; `taxonomy` `us-gaap` (default), `ifrs-full`, or `dei`; `period_type` `annual`, `quarterly`, or `all`, defaulting to annual with a fallback to the full series for instant concepts; `unit` picks one SEC unit key (`ZAR`, `USD`, `USD/EUR`) for a concept reported in several; `limit` 1–100 trims the inline series\n- A deduplicated series, newest first, one value per calendar period with its source `form`, `filed` date, `accession_number`, and `tag`, all in one `unit` — by default the unit of the newest value, with any other units named in `caveats`; `tags_tried` names the tags walked, and an empty result fails as `no_concept_data`, `no_frame_data`, or `no_period_data` (`no_unit_data`, listing the reported units, for a `unit` the concept isn't reported in)\n- A `concept` that is neither a friendly name nor an UpperCamelCase tag fails as `unknown_concept` before any SEC request, with a formula for standard combinations (`free_cash_flow`, `ebitda`, `working_capital`) or up to three closest friendly names\n\n---\n\n### `secedgar_get_snapshot` <sub>tool</sub>\n\n- `company`, `taxonomy` `us-gaap` (default) or `ifrs-full`, and `period_type` `annual`, `quarterly`, or `both` (default); one companyfacts read covers every supported concept, and nothing is staged as a dataframe\n- Each `lines` entry reports the latest `annual` and `quarterly` value for a duration concept, or the latest `instant` value for balance-sheet and entity-info concepts, each with the `tag` it came from, under the line's `taxonomy`; concepts the filer doesn't report land in `gaps` with `tags_tried`\n\n---\n\n### `secedgar_get_material_events` <sub>tool</sub>\n\n- `company` plus up to 20 `items` codes, dotted (`2.02`) since 2004-08-23 and single integers (`12`) before; the two regimes don't overlap, so pair them across the changeover; `filed_after` / `filed_before` work alone and reach into the archive; `limit` 1–100 (default 20)\n- Each filing decodes its `items` to `code`, `label`, and `regime` (`current` / `legacy`); `item_distribution` counts every code in the window before the filter, and `total_8k_scanned` against `total_matched` shows what the filter removed\n- A date window reads every archive page overlapping it, up to 10; without one, the archive is read only to fill `limit` with filings passing the `items` filter, stopping on the page that fills it; `history_scanned_through` and `dataset.truncated` report what went unread, and a result short of `limit` with pages unread names how far the scan reached and the date window that goes further\n\n---\n\n### `secedgar_get_insider_transactions` <sub>tool</sub>\n\n- `company` is the issuer; `transaction_type` `purchase` (code P), `sale` (code S), or `all` (default); `limit` 1–100 (default 20); does not cover Forms 3 or 5\n- Without a date window it scans up to 100 of the newest Form 4 / 4-A filings; `filed_after` / `filed_before` (inclusive, either alone) read any period since mid-2003, paging into the archive (up to 10 pages) when the window predates the recent submissions window, and with a canvas every in-window filing is parsed, up to 100; `history_scanned_through` names the oldest filing parsed\n- Each transaction carries the reporting person, relationship, `transaction_code` and `transaction_type`, `is_derivative`, unsigned `shares_traded` with `direction` (`acquire` / `dispose`), price per share, and shares owned after; `dataset.truncated` flags Form 4 filings beyond those parsed, and `filings_other_issuer` counts scanned Form 4s the company filed as a reporting owner of another issuer, which add no rows\n\n---\n\n### `secedgar_get_institutional_holdings` <sub>tool</sub>\n\n- `company` is the 13F filer (a CIK is most reliable), not a portfolio company, which is `secedgar_find_holders`' job; `quarter` as `YYYY-QN`, defaulting to the newest filing; `limit` 1–500 (default 20) with `offset` / `next_offset`; `consolidate` (default true) merges sub-lines into positions sorted by value\n- A `quarter` older than the recent submissions window is found in the archive, read forward from the quarter end (up to 10 pages); a quarter the manager covered with a 13F-NT notice — or, with no `quarter`, a manager whose recent filings are notices only — fails as `no_filings_found` naming the notice's accession number and period\n- Holdings carry issuer, CUSIP, `market_value_usd` in whole USD, shares or principal, and `put_call`; `total_holdings_in_filing` counts raw rows and `total_positions` distinct positions; a shared legal name fails as `ambiguous_entity`\n\n---\n\n### `secedgar_find_holders` <sub>tool</sub>\n\n- `issuer` as a ticker, CIK, or name, plus an optional 9-character `cusip`, the precise match key (a name phrase-match both over- and under-matches); `quarter` as `YYYY-QN`, defaulting to the newest quarter past its 45-day filing deadline; `limit` 1–100 (default 20) from up to 500 fetched filings\n- Rows carry `filer_cik`, `accession_number`, and `form`, while `search_mode` (`cusip` / `name`), `total_filings`, `fetched`, and `holders_in_quarter` size the result; the list is unranked, so pass a `filer_cik` to `secedgar_get_institutional_holdings` to read the position\n\n---\n\n### `secedgar_get_beneficial_owners` <sub>tool</sub>\n\n- `issuer` is the company being held; `form_kind` `all` (default), `13D`, or `13G`; `include_amendments` (default true); `limit` 1–20 filings (default 10), each a separate document fetch\n- Each filing lists `reporting_persons` with voting power, dispositive power, and `percent_of_class` per person, which joint filers report for the same shares, so they don't sum; a 13D carries `purpose_of_transaction`, a 13G has none\n- Coverage starts 2024-12-18 with the structured XML schedules; `legacy_filings_before_coverage` counts the issuer's older `SC 13D` / `SC 13G` text filings\n\n---\n\n### `secedgar_get_fund_holdings` <sub>tool</sub>\n\n- `fund` as a ticker (`VOO`), series ID (`S000002839`), or CIK; `series_id` picks one fund of a multi-series trust, which otherwise fails as `series_required` with the series listed; `report_date` targets a period from `available_report_periods`; `limit` 1–100 (default 20) with `offset` / `next_offset`\n- Positions come largest first by `percent_of_net_assets`, with name, CUSIP / ISIN / LEI, `balance` and `units`, `value_usd`, and asset and issuer category, alongside fund net assets, total assets, and total liabilities\n- Holdings are as of `report_period_date`, roughly two months before `filing_date`; `publication_lag_days` states the gap\n\n---\n\n### `secedgar_fetch_frames` <sub>tool</sub>\n\n- `concept` as a friendly name or raw tag, `period` as `CY2023`, `CY2024Q2`, or `CY2023Q4I`, `taxonomy` `us-gaap` (default) or `dei` (SEC publishes frames for no other namespace; IFRS filers are read per company), `unit` (default `USD`), `sort` `desc` / `asc`; `limit` 1–100 (default 25) with `offset` / `next_offset` down the ranking\n- One call queries one tag: `unqueried_tags` lists same-meaning variants to fetch separately and `related_tags` alternate-definition tags; `value_distribution.max_to_p95_ratio` flags scale-factor outliers, `period_end_range` shows fiscal-year mixing, and `caveats` flags fiscal-Q4 gaps in quarterly frames and annual frames a proxy statement or a 10-Q can hold\n- A `concept` that is neither a friendly name nor an UpperCamelCase tag fails as `unknown_concept` before the frames request, with the same formula or closest-name hint as `secedgar_get_financials`; a well-formed tag with no frame is `no_data`\n\n---\n\n### `secedgar_compare_companies` <sub>tool</sub>\n\n- 2–10 `companies` × 1–8 `concepts`; `taxonomy` `us-gaap` (default) or `ifrs-full`; `period_type` `annual` (default) or `quarterly`; `periods` 1–12 (default 4), trimmed further when the inline matrix gets too large\n- `cells` align each value on a calendar `period` and keep its `frame`, `period_end`, and source `tag`; `failed_companies` (reason `not_found`, `ambiguous`, or `no_company_facts`) and `gaps` (no value in any period) report what's missing, and `caveats` flag differing period ends, unit mismatches between companies (each company reads one unit per concept), and, once per concept, the companies whose values all predate the inline window, each with its newest period\n- A concept that is neither a friendly name nor an UpperCamelCase tag is listed once in `unknown_concepts` with its hint, never as a gap per company; the call fails as `unknown_concept` only when every concept is one\n\n---\n\n### `secedgar_search_concepts` <sub>tool</sub>\n\n- `search` is a substring over friendly name, label, and tags, so a raw tag like `NetIncomeLoss` reverse-maps to its friendly name; `group` and `taxonomy` filter; no arguments returns the full catalog\n- Each concept lists `tags`, `ifrs_tags` (only where an IFRS element was confirmed in live 20-F filings), `related_tags`, `unit`, and `group`\n\n---\n\n### `secedgar_dataframe_describe` <sub>tool</sub>\n\n- Optional `name` for one dataframe; omit it to list the tenant's active dataframes, newest first\n- Each entry carries `source_tool`, `query_params`, `created_at` / `expires_at`, `row_count`, `truncated`, and the `column_schema` that SQL for `secedgar_dataframe_query` has to match\n\n---\n\n### `secedgar_dataframe_query` <sub>tool</sub>\n\n- One DuckDB SELECT in `sql` (joins, aggregates, window functions, CTEs); `row_limit` 1–10,000 (default 1,000), `preview` for fewer inline rows, and `register_as` (`df_XXXXX_XXXXX`) to save the result as a new dataframe\n- Returns `columns`, `rows`, `row_count`, and `row_count_capped`, which when true means `row_count` is the cap, not a total; BIGINT columns serialize as strings\n- Writes, DDL, file-reading functions, multiple statements, and system catalogs are rejected with typed reasons (`non_select_statement`, `denied_function`, `multi_statement`, `system_catalog_access`, and others)\n\n---\n\n### `secedgar_dataframe_drop` <sub>tool</sub>\n\n- `name` of the dataframe to drop; idempotent, returning `dropped: false` when nothing matched\n- Off unless `EDGAR_DATAFRAME_DROP_ENABLED=true`; disabled, it is absent from `tools/list` and uncallable, but still listed on the HTTP landing page with the flag that enables it\n\n---\n\n### `secedgar://concepts` <sub>resource</sub>\n\n- The friendly-name catalog grouped by statement, as `text/markdown`, with the us-gaap, IFRS, and alternate-definition tags for each concept\n- The names are what `secedgar_get_financials`, `secedgar_compare_companies`, and `secedgar_fetch_frames` accept as concepts\n\n---\n\n### `secedgar://filing-types` <sub>resource</sub>\n\n- Common SEC forms with cadence and use cases, as `text/markdown`\n- Includes the 8-K item-code tables for both numbering regimes, the vocabulary of `secedgar_get_material_events`' `items` filter\n\n---\n\n### `secedgar_company_analysis` <sub>prompt</sub>\n\n- Arguments: `company` required; `focus_areas` optional free text\n- Returns one user message with a numbered workflow (company search, a financial profile via `secedgar_get_snapshot` with trends via `secedgar_get_financials`, filing review, material events, and a peer comparison via `secedgar_compare_companies` with `secedgar_fetch_frames` for a market-wide ranking) and a findings template; insider, institutional, or blockholder terms in `focus_areas` add those ownership steps, and \"ownership\" adds all three\n\n## Features\n\nBuilt on [`@cyanheads/mcp-ts-core`](https://github.com/cyanheads/mcp-ts-core): stdio and Streamable HTTP transports, pluggable auth (`none` / `jwt` / `oauth`), swappable storage (`in-memory`, `filesystem`, `Supabase`, `Cloudflare KV/R2/D1`), structured logging with optional OpenTelemetry tracing.\n\nEDGAR-specific:\n\n- One process-wide queue paces SEC requests under the 10 req/s limit. A 429 is never retried: every SEC call is refused locally as `rate_limited` with a `retryAfter` countdown for `EDGAR_RATE_LIMIT_COOLDOWN_SECONDS`, then a single probe goes out. Reads served from the local mirror keep answering\n- CIK resolution from tickers (fund tickers included), current and former company names, or raw CIKs, with corporate-suffix normalization and near-match suggestions on a miss\n- Friendly XBRL concept names that handle historical tag changes. `secedgar_get_financials`, `secedgar_get_snapshot`, and `secedgar_compare_companies` share one frame dedup and tag priority, so their numbers agree; a series never mixes units, so a 20-F filer's convenience translation stays out of its reporting-currency series; a period whose frame SEC assigned to a proxy statement's pay-versus-performance figure is answered from the filer's own report instead, an annual frame holding a 10-Q's trailing-twelve-month figure is left out of the annual series, and each reports `caveats` for calendar quarters missing from the frame-tagged series (SEC files fiscal Q4 only as the 10-K residual) and for series that stop years short\n- Filing documents converted from HTML to text, with heading detection and offset paging for oversized filings\n- Opt-in local SQLite mirror of company tickers and XBRL company-facts (`EDGAR_MIRROR_ENABLED`) that serves CIK resolution and financials from disk\n\nAgent-friendly output:\n\n- In-conversation SQL: any tool whose response carries a `dataset` field has staged its full result as a DuckDB dataframe (`df_<id>`), while the inline list stays capped at `limit`; inspect it with `secedgar_dataframe_describe`, then query it with `secedgar_dataframe_query`\n- Discriminated outputs and explicit gaps: `source` on filing-search rows, `search_mode`, 8-K item `regime`, typed `failed_companies` reasons, and `gaps` with `tags_tried` in place of zero-filled values\n- Completeness disclosure: `history_scanned_through`, `total_is_exact`, `publication_lag_days`, and `dataset.truncated` tell agents how deep a scan went and what it left out\n- One parameter name per concept: `company`, `filed_after` / `filed_before`, and `forms` mean the same thing on every tool, and common alternate spellings (`ticker`, `cik`, `start_date`, `end_date`, `form_types`, and others) are accepted as aliases — the company spellings also reach `secedgar_company_search`'s `query` and the `issuer` of `secedgar_find_holders` and `secedgar_get_beneficial_owners`\n\n## Getting started\n\n### Public Hosted Instance\n\nA public instance is available at `https://secedgar.caseyjhand.com/mcp` — no installation required. Point any MCP client at it via Streamable HTTP:\n\n```json\n{\n  \"mcpServers\": {\n    \"secedgar-mcp-server\": {\n      \"type\": \"streamable-http\",\n      \"url\": \"https://secedgar.caseyjhand.com/mcp\"\n    }\n  }\n}\n```\n\n### Self-Hosted / Local\n\nAdd the following to your MCP client configuration file.\n\n```json\n{\n  \"mcpServers\": {\n    \"secedgar-mcp-server\": {\n      \"type\": \"stdio\",\n      \"command\": \"bunx\",\n      \"args\": [\"@cyanheads/secedgar-mcp-server@latest\"],\n      \"env\": {\n        \"EDGAR_USER_AGENT\": \"YourAppName your-email@example.com\",\n        \"MCP_TRANSPORT_TYPE\": \"stdio\"\n      }\n    }\n  }\n}\n```\n\nOr with npx (no Bun required):\n\n```json\n{\n  \"mcpServers\": {\n    \"secedgar-mcp-server\": {\n      \"type\": \"stdio\",\n      \"command\": \"npx\",\n      \"args\": [\"-y\", \"@cyanheads/secedgar-mcp-server@latest\"],\n      \"env\": {\n        \"EDGAR_USER_AGENT\": \"YourAppName your-email@example.com\",\n        \"MCP_TRANSPORT_TYPE\": \"stdio\"\n      }\n    }\n  }\n}\n```\n\nOr with Docker:\n\n```json\n{\n  \"mcpServers\": {\n    \"secedgar-mcp-server\": {\n      \"type\": \"stdio\",\n      \"command\": \"docker\",\n      \"args\": [\n        \"run\", \"-i\", \"--rm\",\n        \"-e\", \"MCP_TRANSPORT_TYPE=stdio\",\n        \"-e\", \"EDGAR_USER_AGENT=YourAppName your-email@example.com\",\n        \"ghcr.io/cyanheads/secedgar-mcp-server:latest\"\n      ]\n    }\n  }\n}\n```\n\nFor Streamable HTTP, set the transport and start the server:\n\n```sh\nMCP_TRANSPORT_TYPE=http MCP_HTTP_PORT=3010 bun run start:http\n# Server listens at http://localhost:3010/mcp\n```\n\n### Prerequisites\n\n- [Bun v1.4.0](https://bun.sh/) or higher (or Node.js v24+).\n- A User-Agent string in SEC's `\"AppName contact@email.com\"` format; no account or key required.\n\n### Installation\n\n1. **Clone the repository:**\n\n```sh\ngit clone https://github.com/cyanheads/secedgar-mcp-server.git\n```\n\n2. **Navigate into the directory:**\n\n```sh\ncd secedgar-mcp-server\n```\n\n3. **Install dependencies:**\n\n```sh\nbun install\n```\n\n4. **Configure environment:**\n\n```sh\ncp .env.example .env\n# edit .env and set EDGAR_USER_AGENT\n```\n\n## Configuration\n\n| Variable | Description | Default |\n|:---|:---|:---|\n| `EDGAR_USER_AGENT` | **Required.** User-Agent sent to SEC, as `\"AppName contact@email.com\"`. SEC blocks IPs without one. | — |\n| `EDGAR_RATE_LIMIT_RPS` | Max requests per second to SEC (1–10). | `10` |\n| `EDGAR_RATE_LIMIT_COOLDOWN_SECONDS` | Seconds to refuse calls locally after a 429 before one probe goes out. SEC lifts a block only after ten quiet minutes, so a shorter value probes into it. | `600` |\n| `EDGAR_TICKER_CACHE_TTL` | Seconds to cache the company and fund ticker files. A failed fund-file load is retried after a minute (or the rate-limit cool-down) instead of standing for the whole TTL. | `3600` |\n| `EDGAR_DATASET_TTL_SECONDS` | Per-table TTL for canvas dataframes, a sliding window renewed on every dataframe operation. | `86400` |\n| `EDGAR_DATAFRAME_DROP_ENABLED` | Set `true` to expose `secedgar_dataframe_drop`, the only destructive tool. | `false` |\n| `EDGAR_MIRROR_ENABLED` | Enable the local SQLite mirror of company tickers and XBRL company-facts. Node/Bun only; bootstrap once with `bun run mirror:init`. | `false` |\n| `EDGAR_MIRROR_PATH` | Directory holding the mirror databases. | `./data/edgar-mirror` |\n| `EDGAR_MIRROR_REFRESH_CRON` | In-process refresh cron (HTTP transport only), e.g. `0 9 * * *`. Omit to refresh with `bun run mirror:refresh`. | — |\n| `EDGAR_MIRROR_FALLBACK_LIVE` | Fall back to the live SEC API on a mirror miss. Set `false` for mirror-only reads. | `true` |\n| `CANVAS_PROVIDER_TYPE` | Canvas engine; `none` disables dataframes. | `duckdb` |\n| `MCP_TRANSPORT_TYPE` | Transport: `stdio` or `http`. | `stdio` |\n| `MCP_HTTP_PORT` | HTTP server port. | `3010` |\n| `MCP_AUTH_MODE` | Authentication: `none`, `jwt`, or `oauth`. | `none` |\n| `MCP_LOG_LEVEL` | Log level (`debug`, `info`, `warning`, `error`, etc.). | `info` |\n| `LOG_TOOL_FAILURE_PAYLOADS` | Log each failed tool call's arguments and result, redacted by key name and capped at `LOG_TOOL_FAILURE_PAYLOAD_MAX_BYTES` (default `16384`). A secret inside a free-form value is not redacted. | `false` |\n| `OTEL_ENABLED` | Enable [OpenTelemetry instrumentation](https://github.com/cyanheads/mcp-ts-core/tree/main/docs/telemetry) (spans, metrics, completion logs). | `false` |\n| `OTEL_EXPORTER_OTLP_ENDPOINT` | OTLP base URL; traces go to `/v1/traces` and metrics to `/v1/metrics`. `OTEL_EXPORTER_OTLP_TRACES_ENDPOINT` / `OTEL_EXPORTER_OTLP_METRICS_ENDPOINT` override either one. | — |\n| `OTEL_EXPORTER_OTLP_LOGS_ENDPOINT` | Opt-in OTLP log export (e.g. `http://localhost:4318/v1/logs`); the base endpoint never enables it. | — |\n\nSee [`.env.example`](./.env.example) for the full list of optional overrides.\n\n## Running the server\n\n### Local development\n\n- **Build and run the production version:**\n\n  ```sh\n  bun run rebuild\n  bun run start:http   # or start:stdio\n  ```\n\n- **Run checks and tests:**\n  ```sh\n  bun run devcheck     # Lints, formats, type-checks\n  bun run test         # Runs test suite\n  ```\n\n### Docker\n\n```sh\ndocker build -t secedgar-mcp-server .\ndocker run -e EDGAR_USER_AGENT=\"MyApp my@email.com\" -p 3010:3010 secedgar-mcp-server\n```\n\nThe image defaults to HTTP on port 3010 and ships the mirror CLI, so a running container can bootstrap and refresh its own mirror:\n\n```sh\ndocker exec <container> bun run mirror:verify    # sync status + sample reads\ndocker exec <container> bun run mirror:init      # one-time bootstrap from the SEC bulk archive\ndocker exec <container> bun run mirror:refresh   # re-ingest after SEC rebuilds the archive\n```\n\n## Project structure\n\n| Directory | Purpose |\n|:---|:---|\n| `src/index.ts` | `createApp()` entry point: registers resources and prompts, starts the SEC client, canvas, and optional mirror. |\n| `src/config` | Server environment variable parsing and validation with Zod. |\n| `src/mcp-server/tools/definitions` | Tool definitions (`*.tool.ts`) and the `buildToolDefinitions()` registration list. |\n| `src/mcp-server/resources/definitions` | Resource definitions: XBRL concepts and filing types. |\n| `src/mcp-server/prompts/definitions` | Prompt definitions: company analysis. |\n| `src/services/edgar` | Paced SEC client, CIK resolution, XBRL concept mapping and series dedup, ownership / 13D / 13G / NPORT-P parsers, 8-K item tables, HTML-to-text. |\n| `src/services/edgar/mirror` | Opt-in local SQLite mirror of company tickers and XBRL company-facts. |\n| `src/services/canvas-bridge` | Adapter over the framework `DataCanvas`: `df_<id>` naming, per-table TTL, system-catalog SQL deny. |\n| `scripts` | Build, devcheck, and lint tooling, plus the `mirror:*` commands. |\n| `tests` | Unit and integration tests, mirroring the `src/` structure. |\n\n## Development guide\n\nSee [`CLAUDE.md`](./CLAUDE.md) and [`AGENTS.md`](./AGENTS.md) for development guidelines and architectural rules. The short version:\n\n- Handlers throw, framework catches — no `try/catch` in tool logic\n- Use `ctx.log` for logging, `ctx.state` for storage\n- Register new tools in `buildToolDefinitions()` (`src/mcp-server/tools/definitions/index.ts`), and resources and prompts in the `createApp()` arrays in `src/index.ts`\n- Wrap external SEC EDGAR calls: validate the raw response → normalize to a domain type → return the output schema; never fabricate a missing XBRL field — report it under `gaps` instead\n\n## Contributing\n\nIssues are welcome. Run checks and tests before submitting:\n\n```sh\nbun run devcheck\nbun run test\n```\n\n## License\n\nThis project is licensed under the Apache 2.0 License. See the [LICENSE](./LICENSE) file for details.\n","readmeFilename":"README.md"}