Model Context Protocol
SEC Filings MCP Server
SEC EDGAR in Claude, ChatGPT, Codex and any MCP client. Search and read 18.8 million filings since 1993, from 10-Ks and 10-Qs to Form 4 insider trades and 13F holdings, and check every quote and figure against the filing. 20 tools, free to use, no sign-up.
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SEC EDGAR, through MCP
The server gives your AI assistant the SEC’s EDGAR archive as tools it can call: find a company by name or ticker, list its filings, read a 10-K section by section, pull the financial statements, see who owns the shares and which insiders bought or sold, and search the full text of filings.
Every result carries the sec.gov link to cite, and the verification tools check that a quoted sentence or figure really is in the filing, returning a link that opens the document with that exact passage highlighted. New filings appear within minutes of the SEC accepting them.
Filings covered
Every EDGAR form type since 1993, including:
- 10-K and 10-Q
- — annual and quarterly reports, with each Item located
- 8-K
- — current reports, including earnings releases (Item 2.02) and their exhibits
- 20-F, 40-F and 6-K
- — reports of foreign private issuers
- DEF 14A
- — proxy statements
- S-1, S-3 and 424B
- — registration statements and prospectuses
- Forms 3, 4 and 5
- — insider holdings and transactions, parsed
- 13F-HR
- — institutional holdings, parsed
- Schedules 13D and 13G
- — 5% beneficial ownership
- N-PORT, N-CSR and other fund filings
- — and every other EDGAR form type
The 20 tools
Exposed to whichever assistant you connect, which picks the right one for your question.
Search SEC EDGAR
search_filings
Full-text search across SEC filing content. Find filings mentioning topics like "revenue growth", "cybersecurity risk" or "stock buyback", with relevance-ranked results and highlighted snippets.
search_companies
Search for companies by name or ticker. Returns each match's CIK, all known names, ticker symbols and SIC industry. Use it to find a company's CIK before the other tools.
get_company
Look up a company by CIK to get its name(s), ticker symbol(s) and industry.
list_sic_codes
List the SEC's Standard Industrial Classification (SIC) codes, filtered by a word such as 'software', to find the code for an industry.
list_companies_by_sic
List the companies in an industry by SIC code, with their tickers, to build a peer group or screen a sector.
Read filings: 10-K, 10-Q, 8-K and every other form
get_filings
List SEC filings by form type (10-K, 10-Q, 8-K, 13F-HR, S-1 and so on), date range and CIK, newest first, with every document in each filing.
get_filing_detail
Get a filing’s full metadata, including every document in it with filename, document type and description.
get_document
Read a filing document as clean markdown or raw HTML: the text of a 10-K, 8-K, exhibit or any other filing document.
search_document
Search inside a filing's documents for specific terms and get matching lines with context, across every readable document in the filing.
list_filing_items
List the Items of a 10-K, 10-Q or 8-K (Business, Risk Factors, MD&A, Item 2.02 and so on), found by their headings rather than by searching, so never the table of contents.
get_filing_item
Read one Item of a 10-K, 10-Q or 8-K, such as Risk Factors or MD&A, instead of the whole document, by number or by name.
Financial statements
get_financial_statements
Extract the balance sheet, income statement, cash flow statement, equity statement and comprehensive income from 10-K and 10-Q filings as structured data.
list_filing_tables
List every XBRL financial table in a filing (cover page, statements, notes and detail breakdowns), each with a canonical type, so you can find the income statement across filers however they ordered their tables.
Ownership: insiders, 13F institutions and 5% holders
get_insider_transactions
Form 4 insider transactions: owner, date, transaction code (purchase, sale, award, exercise), shares, price and holdings after the transaction.
get_institutional_holders
Who holds a company, from 13F: the % of each share class institutions hold, quarter by quarter, top holders, biggest buyers and sellers, and 5%+ holders. Ask whether a given fund holds it ("is Baupost in AMD?").
get_holdings
A fund manager's 13F-HR holdings: each position with issuer, CUSIP, market value and share count.
Verify quotes and figures
verify_quote
Check that a sentence or a label-and-figure really appears in a filing, and get a link that highlights exactly that passage, so a reader can see it.
verify_figure
Check that a number appears in a filing however it is written ('$416.2 billion' matches '416,161' in millions), across every document in the filing.
list_figures
List the numbers a filing document actually states, each with its label and a reference to its exact characters, to check figures against.
check_citations
Check every number in a draft against the filing characters it cites, flag numbers with no citation, and return the text with footnotes linking each figure to its highlighted source.
In Claude
Set up in your client
Claude (claude.ai, desktop, Cowork)
Add it from Claude’s connector directory in one click.
ChatGPT
Add it from ChatGPT’s app directory.
Claude Code
claude mcp add --transport http beatandraise https://beatandraise.com/mcpCodex
codex mcp add beatandraise --url https://beatandraise.com/mcpCursor and other MCP clients
Add a remote (streamable HTTP) MCP server with this URL:
https://beatandraise.com/mcpQuestions
What is the beatandraise.com SEC filings MCP server?
A remote Model Context Protocol (MCP) server that gives AI assistants such as Claude, ChatGPT and Codex direct access to SEC EDGAR: 18.8 million filings since 1993, through 20 tools for searching, reading and verifying filings.
Which SEC filings does it cover?
Every form type on EDGAR since 1993, including 10-K, 10-Q, 8-K, 20-F, proxy statements, registration statements and fund filings. Insider transactions (Forms 3, 4 and 5), 13F institutional holdings and Schedules 13D and 13G are also parsed into structured data.
Is it free?
Yes, it is currently free to use, with no sign-up or API key needed. See the terms of use for details.
How current is the data?
New filings appear within minutes of the SEC accepting them.
How do I know the AI is quoting the filing correctly?
Every result carries the sec.gov link to cite. The verify_quote, verify_figure and check_citations tools check a quote or figure against the filing itself and return a link that opens the filing with that exact passage highlighted. Anything that cannot be confirmed is marked unverified.
What is the MCP server URL?
https://beatandraise.com/mcp. It works with any MCP client that supports remote (streamable HTTP) servers; mcp.beatandraise.com/mcp continues to work.