EdgarTools

@dgunning

About EdgarTools

Open-source SEC EDGAR toolkit. 11 tools and 7 research prompts covering every major filing type — 10-K, 10-Q, 8-K, Form 4 insider trades, 13F institutional holdings, Form D private placements, Form ADV investment advisers, DEF 14A proxy statements, SC 13D/G ownership, and NPORT f

#sec #edgar #finance #xbrl #10-k #13f #insider-trading #financial-data #investment-research #sec-filings

Config

Add this server to your MCP-compatible client using the configuration below.

{
  "mcpServers": {
    "edgartools": {
      "command": "uvx",
      "args": [
        "edgartools",
        "--mcp"
      ],
      "env": {
        "EDGAR_IDENTITY": "Your Name [email protected]"
      }
    }
  }
}

Tools

No tools detected

We auto-extract tools from the README. The maintainer can list them under a ## Tools heading to populate this section.

Overview

What is EdgarTools?

EdgarTools is an open-source Python library that turns SEC EDGAR filings into structured Python objects. It provides access to financial statements, insider trades, fund holdings, and 20+ other filing types via a consistent API. It is designed for developers, analysts, and AI agents, and includes a built-in MCP server for use with Claude.

How to use EdgarTools?

Install with pip install edgartools, set your identity with set_identity("[email protected]"), then use the Company and get_filings objects to retrieve and parse filings as typed Python objects, DataFrames, or LLM-optimized text.

Key features of EdgarTools

XBRL-native financial statements with standardized labels
20+ parsed filing types (10-K, 8-K, 13F, Form 4, etc.)
Insider transaction tracking (Form 3/4/5)
Institutional holdings and fund portfolio data
Smart caching and configurable rate limiting
Built-in MCP server for AI agent integration

Use cases of EdgarTools

Analyze 13F institutional holdings and hedge fund portfolios
Track insider trading activity via SEC Form 4 filings
Extract financial statements from 10-K and 10-Q annual/quarterly reports
Parse 8-K current reports for real-time corporate events
Query XBRL financial data across companies using standardized concepts

FAQ from EdgarTools

Is EdgarTools free to use?

Yes, EdgarTools is free and open source under the MIT license. No API keys or subscription fees are required.

Does EdgarTools require an API key or rate limiting?

No. EdgarTools accesses SEC EDGAR directly and includes built-in rate limiting and caching to remain compliant with SEC guidelines.

What filing types does EdgarTools support?

It supports 20+ form types including 10-K, 10-Q, 8-K, 13F, Form 4, N-PORT, N-MFP, S-1, DEF 14A, Schedule 13D/G, Form D, and more.

Can I use EdgarTools as an MCP server?

Yes, EdgarTools includes a built-in MCP server for Claude, enabling AI agents to query SEC data directly using the Model Context Protocol.

Is the data production-ready?

The library has over 1,000 verification tests, full type hints, and is optimized with lxml and PyArrow for performance. It is suitable for production data pipelines.

Frequently asked questions

Is EdgarTools free to use?

Yes, EdgarTools is free and open source under the MIT license. No API keys or subscription fees are required.

Does EdgarTools require an API key or rate limiting?

No. EdgarTools accesses SEC EDGAR directly and includes built-in rate limiting and caching to remain compliant with SEC guidelines.

What filing types does EdgarTools support?

It supports 20+ form types including 10-K, 10-Q, 8-K, 13F, Form 4, N-PORT, N-MFP, S-1, DEF 14A, Schedule 13D/G, Form D, and more.

Can I use EdgarTools as an MCP server?

Yes, EdgarTools includes a built-in MCP server for Claude, enabling AI agents to query SEC data directly using the Model Context Protocol.

Is the data production-ready?

The library has over 1,000 verification tests, full type hints, and is optimized with lxml and PyArrow for performance. It is suitable for production data pipelines.

Comments

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