# SEC EDGAR Filings (pypi · mcp-server-edgar) Latest SEC filing and calendar-year filing history for a stock ticker, with official EDGAR links. - Trust score: 64/100 (medium) - Registry status: active - Liveness: live - Owner verified: no - Last scored: 2026-11-05 ## Components - pypi · `mcp-server-edgar`: 64/100 (this document), [markdown](https://verifymcp.io/servers/sudiptohaldar-mcp-server-edgar/mcp-server-edgar.md), [page](https://verifymcp.io/servers/sudiptohaldar-mcp-server-edgar/mcp-server-edgar) ## Channel facts - Registry: `pypi` - Package: `mcp-server-edgar` - Version: `0.1.2` - Transport: `stdio` ## Trust breakdown How this component scores in each security and reliability category. Every signal is checked automatically from public evidence about the published package, including repeated runs of it in an isolated sandbox, and we only credit what we can confirm. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog) Scored 2026-11-05. - **Supply Chain Security**: 50/100 - Malware scan not yet available for this package. - No known CVEs affecting this package version or its production dependencies. - Runs uv_build at install time, a recognised build step with no custom scripting around it. - 1 of 31 dependencies flagged as unhealthy. - **Provenance & Transparency**: 97/100 - Source repository is publicly reachable at the declared URL. - Cryptographically verified build provenance (signed, bound to SudiptoHaldar/mcp_server_edgar). - Clear OSI-approved license (MIT). - Actively maintained (last published 0 days ago). - Disclosure check failed: no security disclosure policy was found in the source repository. - **Schema Quality & AI Usability**: 72/100 - 100% of prompts and resources have a non-trivial description (not blank, and not just the item's name). - AI-judged instruction clarity (good). - Context-footprint check failed: tool/resource definitions use about 1647 tokens (~411/item across 4 items; 3 tools + 1 resources), over budget; trim descriptions and params. - Usage-examples check failed: none of the tools include examples. - **Stability & Change Management**: 10/100 - Stability observed for 3 of 30 days with no destabilising changes; credit accrues until the full window elapses. - **Tool Coverage**: 71/100 - 100% of tools have a non-trivial description (not blank, and not just the tool's name). - 0% of tool parameters carry a description. - Structured output schemas are declared (100% of tools); any adoption earns full credit. - **Tool Safety**: 100/100 - No prompt-injection markers were found in the server instructions, tool names or descriptions we captured. - We read all 3 captured tool definition(s), and no name or description among them implies an irreversible operation. - An AI judge read all 5 captured unit(s) of tool text and found none that tries to manipulate the model reading it. - **Capabilities**: 100/100 - Implements a current MCP spec version (2026-07-28). ## Install ### How do I install the SEC EDGAR Filings MCP server? SEC EDGAR Filings runs locally as a PyPI package, launched with uvx mcp-server-edgar. Ready-made configuration for Claude, Cursor, VS Code, Codex and 5 more is on this page, copied from each client's own documentation. ### Claude ```bash claude mcp add sudiptohaldar-mcp-server-edgar -- uvx mcp-server-edgar ``` ### Cursor ```json { "mcpServers": { "sudiptohaldar-mcp-server-edgar": { "command": "uvx", "args": [ "mcp-server-edgar" ] } } } ``` ### VS Code ```json { "servers": { "sudiptohaldar-mcp-server-edgar": { "command": "uvx", "args": [ "mcp-server-edgar" ] } } } ``` ### Codex ```bash codex mcp add sudiptohaldar-mcp-server-edgar -- uvx mcp-server-edgar ``` ### opencode ```json { "$schema": "https://opencode.ai/config.json", "mcp": { "sudiptohaldar-mcp-server-edgar": { "type": "local", "command": [ "uvx", "mcp-server-edgar" ], "enabled": true } } } ``` ### OpenClaw ```bash openclaw mcp add sudiptohaldar-mcp-server-edgar --command uvx --arg mcp-server-edgar ``` ### Hermes ```yaml mcp_servers: sudiptohaldar-mcp-server-edgar: command: "uvx" args: ["mcp-server-edgar"] ``` ### Netclaw ```json { "McpServers": { "sudiptohaldar-mcp-server-edgar": { "Transport": "stdio", "Command": "uvx", "Arguments": [ "mcp-server-edgar" ] } } } ``` ### Vellum ```bash assistant mcp add sudiptohaldar-mcp-server-edgar -t stdio -c uvx -a mcp-server-edgar ``` ### Other ```json { "mcpServers": { "sudiptohaldar-mcp-server-edgar": { "command": "uvx", "args": [ "mcp-server-edgar" ] } } } ``` ## Changelog Every change recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims. ### 2026-11-04 (score 64, +12) - [security improvement] Provenance: fail → pass - [security] The attested source repository moved: SudiptoHaldar/mcp_server_edgar - [functional improvement] Stability: unverified → 0.07 - [functional] Package version: 0.1.0 → 0.1.2 - [functional] Package version: 0.1.0 → 0.1.1 ### 2026-11-02 (score 52) First indexed and scored. ## MCP tools (3) ### `get_latest_filing` (~448 tokens) Latest SEC filing Newest SEC filing for a stock ticker, with official EDGAR links. Resolves the ticker to its SEC CIK and returns the filing with the latest `filing_date` (the date the SEC received it). `forms` restricts the search to exact form types, case-insensitive: `["10-K"]` matches `10-K` but not `10-K/A`; omit it to consider every form. `report_date` (the period the filing covers) is returned as context only, so a 10-K filed in January 2026 for the fiscal year ending September 2025 has a 2026 `filing_date`. Args: ticker: Stock ticker symbol, e.g. `"AAPL"`. Case and surrounding whitespace are ignored; `BRK.B` and `BRK-B` are equivalent. forms: Optional list of SEC form types, e.g. `["10-K", "10-Q"]`. cik: Optional SEC CIK (1-10 digits, string or integer) to pick one issuer when a previous call returned `"ambiguous"`; it must be listed under `ticker`. Returns: A JSON object with `status` and a one-line `message`. On `"ok"`: `company` {cik, name, ticker, exchange}, `forms` (normalised list or null) and `filing` {form, filing_date, report_date, accession_number, filing_url, primary_document_url}, or `filing` null when the company has no filing of those forms; `filing_url` (the filing index page) is always present, `primary_document_url` may be null. The other statuses (`not_found`, `ambiguous` with `candidates`, `invalid_input` with `field`, `upstream_error` with `retryable`) are defined in the server instructions. Example: `get_latest_filing("AAPL", ["10-K"])` returns Apple's most recent annual report. Input parameters: - `cik` - `forms` - `ticker` (string, required) ### `list_filings_by_year` (~548 tokens) Filings by year Filings a company submitted to the SEC during one calendar year, newest first, paged. \`year` selects filings by `filing_date`, the date the SEC received the filing, not by \`report_date` (the period the filing covers): a 10-K for the fiscal year ending September 2025 that was filed in January 2026 belongs to `year=2026`. `forms` restricts the list to exact form types, case-insensitive (`["10-K"]` matches `10-K` but not `10-K/A`). Older years are served from the SEC's history files automatically. Args: ticker: Stock ticker symbol, e.g. `"AAPL"`; case and surrounding whitespace are ignored. year: Calendar year of the filing date, 1993 or later; a future year returns an empty list. forms: Optional list of SEC form types, e.g. `["10-K", "10-Q"]`; omit it for every form. limit: Page size (default 100); larger values are clamped to the server's cap. offset: Filings to skip, for paging; pass the previous result's `next_offset`. cik: Optional SEC CIK (1-10 digits, string or integer) to pick one issuer when a previous call returned `"ambiguous"`; it must be listed under `ticker`. Returns: A JSON object with `status` and a one-line `message`. On `"ok"`: `company` {cik, name, ticker, exchange}, `year`, `forms`, `limit` (the effective page size), `offset`, `total_count`, `returned_count`, `next_offset` (null on the last page) and `filings` (newest first; each has form, filing_date, report_date, accession_number, filing_url, primary_document_url); an empty year is `"ok"` with `total_count` 0. Page with `offset=next_offset` until null. The other statuses (`not_found`, `ambiguous` with `candidates`, `invalid_input` with `field`, `upstream_error` with `retryable`) are defined in the server instructions. Example: `list_filings_by_year("AAPL", 2025, ["10-K", "10-Q"])` lists Apple's 2025 reports. Input parameters: - `cik` - `forms` - `limit` (integer) - `offset` (integer) - `ticker` (string, required) - `year` (integer, required) ### `list_form_types` (~406 tokens) EDGAR form types EDGAR form types (submission-type codes) filed in recent quarters, most common first. Use this to learn which values the `forms` argument of `get_latest_filing` and \`list_filings_by_year` accepts: `form` is exactly the code EDGAR uses (`10-K`, `10-K/A`, \`SCHEDULE 13G/A`, `424B2`, `NPORT-P`). The list is a snapshot bundled with the server (see \`catalogue.generated_on` and `catalogue.quarters`); `filings` counts filings of that type over those quarters; `description` and `topics` come from the SEC Forms List when the form number is known, otherwise null. Amendments end with `/A`. No request is made to the SEC. Args: query: Optional case-insensitive text matched against the code and description (`"10-K"` lists `10-K`, `10-K/A`, `10-KT`, ...; `"/A"` lists amendments). limit: Maximum entries per page (default 100; clamped to the server's cap). offset: Entries to skip, for paging; pass the previous result's `next_offset`. Returns: A JSON object with `status` and a one-line `message`. On `"ok"`: `query`, `limit`, `offset`, `total_count`, `returned_count`, `next_offset` (null on the last page), `catalogue` {generated_on, quarters, sources} and `form_types` (each: form, description, amendment, filings, topics). `"invalid_input"` carries `field`, as defined in the server instructions; no other status occurs. Example: `list_form_types("13G")` lists the Schedule 13G submission types and their counts. Input parameters: - `limit` (integer) - `offset` (integer) - `query` ## Diagnostics Captured diagnostic sections: Provenance, Install scripts, Dependencies. The full working is on the page: https://verifymcp.io/servers/sudiptohaldar-mcp-server-edgar/mcp-server-edgar#diagnostics ## Score history - 2026-11-05: 64 - 2026-11-04: 64 - 2026-11-03: 52 - 2026-11-02: 52 ## Common questions ### What is the SEC EDGAR Filings MCP server? SEC EDGAR Filings is an MCP server listed in the public MCP registry as io.github.SudiptoHaldar/mcp-server-edgar. Latest SEC filing and calendar-year filing history for a stock ticker, with official EDGAR links. This page covers its PyPI package (mcp-server-edgar). ### Is the SEC EDGAR Filings MCP server safe to use? SEC EDGAR Filings scores 64 out of 100 on VerifyMCP. We found no known CVEs affecting it as of 5 November 2026. Its build provenance is signed and verified. That is a record of what we were able to check automatically, not an endorsement. The category breakdown on this page shows every signal behind the number, including the ones we could not confirm. ### What tools does the SEC EDGAR Filings MCP server expose? SEC EDGAR Filings exposes 3 tools: get_latest_filing, list_filings_by_year, list_form_types. Their descriptions and schemas cost roughly 1,402 tokens of context every time the server is loaded. ### Is the SEC EDGAR Filings MCP server still maintained? SEC EDGAR Filings is still listed as active in the MCP registry. We last reached this channel on 5 November 2026. Those dates come from our own scans of the registry and the channel itself, not from anything the publisher announced. ### What licence is the SEC EDGAR Filings MCP server under? SEC EDGAR Filings declares the MIT licence, which is OSI-approved. That covers the source only, and says nothing about the cost of any service it calls. ### What did VerifyMCP test on the SEC EDGAR Filings MCP server? VerifyMCP ran 15 checks on SEC EDGAR Filings, covering Known CVEs, Install scripts, Dependency health, Source repository and 11 more. One item could not be completed, a gap on our side rather than a finding about SEC EDGAR Filings: Malware scan. Endpoint Security and Transport & Reachability do not apply to a PyPI package, so they were not tested. The score does not measure everything, and the scoring documentation lists what it leaves out. ## Links - PyPI project: https://pypi.org/project/mcp-server-edgar/ - Socket report: https://socket.dev/pypi/package/mcp-server-edgar - Repository: https://github.com/SudiptoHaldar/mcp_server_edgar - Changelog RSS feed: https://verifymcp.io/servers/sudiptohaldar-mcp-server-edgar/mcp-server-edgar.xml - Changelog JSON feed: https://verifymcp.io/servers/sudiptohaldar-mcp-server-edgar/mcp-server-edgar/changelog.json - Trust report (JSON): https://verifymcp.io/servers/sudiptohaldar-mcp-server-edgar/mcp-server-edgar.json - HTML version of this page: https://verifymcp.io/servers/sudiptohaldar-mcp-server-edgar/mcp-server-edgar