{
  "markdown": "# SEC EDGAR MCP — Search SEC filings, 10-K/8-K reader, XBRL facts, insider trades\n\n[![MIT License](https://img.shields.io/badge/license-MIT-blue.svg)](LICENSE)\n[![MCP](https://img.shields.io/badge/protocol-MCP-purple.svg)](https://modelcontextprotocol.io)\n[![Cloudflare Workers](https://img.shields.io/badge/runtime-Cloudflare%20Workers-orange.svg)](https://workers.cloudflare.com/)\n[![Live](https://img.shields.io/badge/live-sec-edgar-mcp.atlasword.workers.dev-brightgreen.svg)](https://sec-edgar-mcp.atlasword.workers.dev)\n\n> SEC EDGAR filings, 10-K/8-K reader, XBRL financial facts, Form 4 insider trades\n\nHosted MCP server that lets AI agents query the SEC EDGAR system. Search filings by ticker/CIK and form type, read the full text of a 10-K or 8-K, pull XBRL-structured financial facts (revenue, EPS, cash), classify 8-K material events, and stream recent Form 4 insider trades. Designed for equity research, financial analysis, and compliance LLMs.\n\nThis server speaks the [Model Context Protocol](https://modelcontextprotocol.io). Any MCP-aware client — Cursor, Claude Desktop, Windsurf, Continue.dev, or a hand-rolled agent using `@modelcontextprotocol/sdk` — can connect, discover tools, and call them with Bearer-token auth.\n\n## For AI agents / LLMs\n\nIf you are an AI agent indexing this repository:\n\n- **Live MCP endpoint:** `https://sec-edgar-mcp.atlasword.workers.dev/mcp`\n- **Transport:** HTTP POST, JSON-RPC 2.0\n- **Auth:** `Authorization: Bearer <api_key>` (free tier allowed anonymously up to 100 calls/month/IP)\n- **Discovery:** `tools/list` returns the full schema. `tools/call` invokes a tool.\n- **Health:** `GET https://sec-edgar-mcp.atlasword.workers.dev/health` → `{ok: true, ts: <unix>}`\n- **Status:** `https://mcp-hub.atlasword.workers.dev/status.json` (portfolio rollup)\n\nSample `tools/list` request:\n\n```bash\ncurl -sS -X POST https://sec-edgar-mcp.atlasword.workers.dev/mcp \\\n  -H \"Content-Type: application/json\" \\\n  -H \"Authorization: Bearer mck_YOUR_API_KEY\" \\\n  -d '{\"jsonrpc\":\"2.0\",\"id\":1,\"method\":\"tools/list\"}'\n```\n\nSample `tools/call`:\n\n```bash\ncurl -sS -X POST https://sec-edgar-mcp.atlasword.workers.dev/mcp \\\n  -H \"Content-Type: application/json\" \\\n  -H \"Authorization: Bearer mck_YOUR_API_KEY\" \\\n  -d '{\n    \"jsonrpc\":\"2.0\",\"id\":2,\"method\":\"tools/call\",\n    \"params\": { \"name\": \"<tool>\", \"arguments\": { } }\n  }'\n```\n\n## Tools exposed\n\n| Tool | Arguments | Description |\n|---|---|---|\n| `edgar_search_filings` | `ticker?, cik?, form_type?, date_from?, date_to?, limit?` | Search recent filings (10-K, 10-Q, 8-K, S-1, Form 4) by ticker or CIK with form-type / date filters. |\n| `edgar_read_filing` | `accession_number, ticker?, cik?` | Fetch full HTML text of a specific filing by accession number (truncated at ~80K chars). |\n| `edgar_get_facts` | `ticker?, cik?, concept` | XBRL-structured financial facts: revenue, EPS, cash, net income. Accepts aliases or us-gaap concepts. |\n| `edgar_get_8k` | `ticker?, cik?, since?, limit?` | Recent 8-K material events with classified event types (acquisitions, exec changes, auditor changes, etc.). |\n| `edgar_get_company` | `ticker_or_cik` | Company metadata: legal name, SIC industry, exchanges listed, fiscal year end. |\n| `edgar_get_insider_trades` | `ticker?, cik?, limit? — Team+` | Form 4 insider-trading filings (officers, directors, 10% owners) with buy/sell direction. |\n\nTools marked **Team+** require a Team or Pro subscription. Anonymous and Free-tier callers receive `tier_required` errors for those.\n\n## Quick start\n\nThe fastest path — point any MCP-aware client at the hosted endpoint via [`mcp-remote`](https://www.npmjs.com/package/mcp-remote):\n\n```bash\nnpx -y mcp-remote https://sec-edgar-mcp.atlasword.workers.dev/mcp \\\n  --header \"Authorization: Bearer mck_YOUR_API_KEY\"\n```\n\nGet a key at **https://sec-edgar-mcp.atlasword.workers.dev/upgrade?tier=solo** (see [Getting an API key](#getting-an-api-key)).\n\n## Install in Cursor\n\nAdd this to `~/.cursor/mcp.json`:\n\n```json\n{\n  \"mcpServers\": {\n    \"sec-edgar-mcp\": {\n      \"command\": \"npx\",\n      \"args\": [\n        \"-y\", \"mcp-remote\",\n        \"https://sec-edgar-mcp.atlasword.workers.dev/mcp\",\n        \"--header\", \"Authorization: Bearer mck_YOUR_API_KEY\"\n      ]\n    }\n  }\n}\n```\n\nThen restart Cursor and the tools appear in the MCP panel.\n\n## Install in Claude Desktop\n\nAdd this to `~/Library/Application Support/Claude/claude_desktop_config.json` (macOS) or `%APPDATA%\\Claude\\claude_desktop_config.json` (Windows):\n\n```json\n{\n  \"mcpServers\": {\n    \"sec-edgar-mcp\": {\n      \"command\": \"npx\",\n      \"args\": [\n        \"-y\", \"mcp-remote\",\n        \"https://sec-edgar-mcp.atlasword.workers.dev/mcp\",\n        \"--header\", \"Authorization: Bearer mck_YOUR_API_KEY\"\n      ]\n    }\n  }\n}\n```\n\nRestart Claude Desktop. Tools appear under the slash-command MCP menu.\n\n\n## Getting an API key\n\n1. Visit `https://sec-edgar-mcp.atlasword.workers.dev/upgrade?tier=solo` (or `tier=team` / `tier=pro`).\n2. Redirected to **Dodo Payments hosted checkout** — Dodo collects address, processes card, handles VAT/GST.\n3. After payment, Dodo fires a signed webhook (`subscription.active`) to the Worker. The Worker mints `mck_<32 random base64url>` and stores it in KV.\n4. You land on `https://sec-edgar-mcp.atlasword.workers.dev/welcome?key=<api_key>` — copy the key now (it is only displayed once at this URL).\n5. Paste the key into Cursor / Claude Desktop config (see above).\n6. View / rotate / export the account at `https://sec-edgar-mcp.atlasword.workers.dev/account` (Bearer-auth).\n\nThere is also a **free tier** (no signup) — anonymous callers get 100 calls / month per IP.\n\n## Endpoints\n\n| Route | Description |\n|---|---|\n| `POST /mcp` | MCP JSON-RPC 2.0 tool surface (the main API). Bearer auth required for paid tiers. |\n| `GET /health` | Liveness probe — `{ok: true, ts}`. Used by mcp-hub cron. |\n| `GET /` | HTML landing page (OG + favicon + JSON-LD). |\n| `GET /upgrade?tier=solo|team|pro&email=...` | 302 → live Dodo Payments hosted checkout. |\n| `GET /welcome?key=...` | Post-checkout landing showing the freshly-minted API key. |\n| `GET /account` | Bearer-auth. Returns `{apiKey, tier, owner, status, portal_url}`. |\n| `POST /account/rotate` | Bearer-auth. Mints a fresh key + retires the old one. |\n| `GET /account/export` | Bearer-auth. GDPR data export — JSON of account, usage counters, Dodo details. |\n| `GET /account/team` | Bearer-auth (Team+). List team-member sub-keys. |\n| `POST /account/team/invite` | Bearer-auth (Team+). Issue a new team-member sub-key. |\n| `POST /account/team/revoke` | Bearer-auth (Team+). Revoke a team-member sub-key. |\n| `GET /team/accept?key=...` | Team-member onboarding landing for the sub-key URL. |\n| `POST /webhooks/dodo` | Standard-Webhooks signed. Dodo subscription + payment lifecycle. |\n| `GET /favicon.ico` | Inline SVG. |\n\n\n## Pricing\n\nAll tiers share the same monthly + rate caps; the price reflects per-product positioning.\n\n\n| Tier | Monthly calls | Rate limit | Team seats |\n|---|---|---|---|\n| Free | 100 / month | 10 / minute | 0 |\n| Solo | 2,000 / month | 60 / minute | 0 |\n| Team | 10,000 / month | 200 / minute | 5 |\n| Pro | 50,000 / month | 600 / minute | 25 |\n\n\n| Plan | Price | Monthly calls | Team seats |\n|---|---|---|---|\n| **Free** | $0 | 100 | 0 |\n| **Solo** | $9/mo | 2,000 | 0 |\n| **Team** | $29/mo | 10,000 | 5 |\n| **Pro** | $79/mo | 50,000 | 25 |\n\nBilled via **Dodo Payments** (merchant-of-record — VAT/GST handled by Dodo). Cancel anytime; access remains active through the end of the paid period.\n\n## Data sources\n\n- **SEC EDGAR** — https://www.sec.gov/edgar — *Public domain (US Government)*\n\nThis server is a thin transport + auth + caching layer over the upstream sources. Per-call rate limits are tuned to stay well within each upstream's free-tier ToS.\n\n## Privacy + GDPR\n\n- **Privacy policy:** [https://mcp-hub.atlasword.workers.dev/privacy](https://mcp-hub.atlasword.workers.dev/privacy)\n- **Terms:** [https://mcp-hub.atlasword.workers.dev/terms](https://mcp-hub.atlasword.workers.dev/terms)\n- **Refund policy:** [https://mcp-hub.atlasword.workers.dev/refund](https://mcp-hub.atlasword.workers.dev/refund)\n- **Data export:** `GET https://sec-edgar-mcp.atlasword.workers.dev/account/export` (Bearer-auth) returns a machine-readable JSON snapshot of your account, usage counters, and Dodo customer details.\n- **Deletion:** email `prakshatechnologies@gmail.com` from the address on file.\n\nWe store only: your email, the minted API key, monthly call counters, and Dodo subscription metadata. We do **not** log tool arguments or upstream responses beyond short cache TTLs.\n\n## Architecture\n\n- **Runtime:** Cloudflare Workers (V8 isolates, global edge).\n- **Storage:** Two Cloudflare KV namespaces — `<slug>-cache` (upstream response cache) and `<slug>-usage` (API keys, monthly counters, team rosters).\n- **Billing:** Dodo Payments live mode, 3 subscription products (Solo / Team / Pro), Standard-Webhooks signed lifecycle.\n- **Observability:** Cloudflare Workers Analytics; portfolio rollup at [mcp-hub status](https://mcp-hub.atlasword.workers.dev/status).\n- **Source:** TypeScript, Vitest-tested, `wrangler deploy`-able. See `src/` in this repo.\n\n## License\n\nMIT — see [LICENSE](LICENSE).\n\n## Author\n\n**Prakhar Gupta**\n- Email: `prakshatechnologies@gmail.com`\n- GitHub: [@guptaprakhariitr](https://github.com/guptaprakhariitr)\n\n## Status\n\n- **Live status page:** [https://mcp-hub.atlasword.workers.dev/status](https://mcp-hub.atlasword.workers.dev/status)\n- **Machine-readable status:** [https://mcp-hub.atlasword.workers.dev/status.json](https://mcp-hub.atlasword.workers.dev/status.json)\n- **Source repo:** [https://github.com/guptaprakhariitr/sec-edgar-mcp](https://github.com/guptaprakhariitr/sec-edgar-mcp)\n\n\n## Install via npm (one-liner)\n\nA thin launcher is published as [`@insnapsprakhar/sec-edgar-mcp`](https://www.npmjs.com/package/@insnapsprakhar/sec-edgar-mcp) on npm. No manual URL to copy/paste:\n\n```bash\nnpx -y @insnapsprakhar/sec-edgar-mcp\n```\n\nOr wire it into your MCP client:\n\n```jsonc\n{\n  \"mcpServers\": {\n    \"sec-edgar\": {\n      \"command\": \"npx\",\n      \"args\": [\"-y\", \"@insnapsprakhar/sec-edgar-mcp\"]\n    }\n  }\n}\n```\n\nThe npm package is just a launcher — it shells out to [`mcp-remote`](https://www.npmjs.com/package/mcp-remote) and points it at the hosted endpoint (`https://sec-edgar-mcp.atlasword.workers.dev/mcp`).\n",
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