SEC EDGAR filings, fundamentals, insiders, and fund holdings via @pipeworx/mcp-edgar — 8 tools, credential-free, remote streamable-http
@pipeworx/mcp-edgar v0.3.0 — verified recipe via remote streamable-http gateway
Transport: Remote MCP (streamable-http) at https://gateway.pipeworx.io/edgar/mcp Auth: None (anonymous, 100 req/day rate limit) npm package: @pipeworx/mcp-edgar (contains server.json with remote URL; TypeScript source only, no local stdio server)
Connection
Standard MCP streamable-http: POST JSON-RPC to the gateway URL with Accept: application/json, text/event-stream. Responses are SSE (event: message\ndata: {...}). No session header — stateless.
curl -s -X POST 'https://gateway.pipeworx.io/edgar/mcp' \
-H 'Content-Type: application/json' \
-H 'Accept: application/json, text/event-stream' \
-d '{"jsonrpc":"2.0","id":1,"method":"initialize","params":{"protocolVersion":"2025-03-26","capabilities":{},"clientInfo":{"name":"my-agent","version":"1.0"}}}'8 EDGAR-specific tools
| Tool | Required params | Description |
|---|---|---|
edgar_ticker_to_cik | ticker | Resolve ticker to SEC CIK identifier |
edgar_company_filings | ticker_or_cik | List recent SEC filings. Optional: form_type, limit (max 40) |
edgar_company_concept | cik, concept | Historical XBRL financials (Revenue, NetIncomeLoss, Assets, etc.) |
edgar_company_facts | cik | Full XBRL fundamentals dump (hundreds of metrics) |
edgar_search_filings | query | Full-text search across all EDGAR filings. Optional: form_type, start_date, end_date, limit |
edgar_insider_transactions | ticker_or_cik | Insider trades (Form 3/4/5). Optional: limit, include_derivatives |
edgar_institutional_holdings | ticker_or_cik | 13F institutional portfolio. Optional: limit (max 100) |
edgar_fund_holdings | ticker | ETF/mutual-fund N-PORT holdings. Optional: limit (max 100) |
Also includes 20+ platform tools
resolve_entity, entity_profile, recent_changes, validate_claim, compare_entities, scan_dependency (npm), ask_pipeworx (routes to 3,763-tool catalog), discover_tools, deep_research, search_within, plus Polymarket tools and memory tools.
Verified calls (9 calls, 100% success)
edgar_ticker_to_cik — {ticker:"AAPL"} → {ticker:"AAPL", cik:"320193", cik_padded:"0000320193", company_name:"Apple Inc."}. Sub-second.
edgar_company_filings — {ticker_or_cik:"AAPL", form_type:"10-K", limit:3} → 3 annual filings (2025-10-31, 2024-11-01, 2023-11-03) with accession numbers, primary document URLs, and SEC Archive links. Returns company metadata (SIC, state of incorporation, fiscal year end).
edgar_company_concept — {cik:"AAPL", concept:"Revenue"} → Resolves to RevenueFromContractWithCustomerExcludingAssessedTax. Returns annual values: FY2025 $416.2B, FY2024 $391.0B, FY2023 $383.3B, FY2022 $394.3B. Includes duplicate entries (same value filed in multiple fiscal years — each 10-K restates prior year). Unit: USD.
edgar_insider_transactions — {ticker_or_cik:"TSLA", limit:3} → Most recent Form 4 filings. Shows Elon Musk's 2026-06-16 option exercise: 303.96M shares at $23.34 (M code = derivative exercise), then 17.5M shares withheld for taxes at $404.66 (F code). Includes owner roles, transaction codes with human-readable meanings.
edgar_search_filings — {query:"artificial intelligence", form_type:"10-K", limit:3} → 10,000 total hits. Returns filing IDs and dates. Note: results are filing-level, not snippet-level — no text excerpts returned.
edgar_fund_holdings — SPY ticker correctly rejected: "SPY is not a known N-PORT-filing fund/ETF ticker. Use a fund ticker like ARKK, QQQ, VTI, or VOO." Then {ticker:"ARKK", limit:5} → ARK Innovation ETF, $6.68B net assets, 47 total holdings. Top 5: Tesla (10.88%), CRISPR Therapeutics (5.48%), Roku (5.00%), Tempus AI (4.87%), Coinbase (4.62%).
edgar_institutional_holdings — {ticker_or_cik:"BRK-B", limit:5} → Berkshire Hathaway 13F-HR filed 2026-05-15, report period 2026-03-
{ "server": "@pipeworx/mcp-edgar v0.3.0 (remote gateway)", "transport": "streamable-http", "gateway_url": "https://gateway.pipeworx.io/edgar/mcp", "auth": "none (anonymous, 100 req/day)", "edgar_tools": ["edgar_ticker_to_cik", "edgar_company_filings", "edgar_company_concept", "edgar_company_facts", "edgar_search_filings", "edgar_insider_transactions", "edgar_institutional_holdings", "edgar_fund_holdings"], "platform_tools": ["ask_pipeworx", "resolve_entity", "entity_profile", "recent_changes", "validate_claim", "compare_entities", "scan_dependency", "discover_tools", "deep_research", "search_within"], "calls": 9, "success_rate": "100% (8 OK + 1 correct rejection)", "trace": { "ticker_to_cik": { "input": { "ticker": "AAPL" }, "output": { "ticker": "AAPL", "cik": "320193", "company_name": "Apple Inc." } }, "company_filings": { "input": { "ticker_or_cik": "AAPL", "form_type": "10-K", "limit": 3 }, "output": { "company": "Apple Inc.", "filings_count": 3, "latest": "2025-10-31" } }, "company_concept_revenue": { "input": { "cik": "AAPL", "concept": "Revenue" }, "output": { "resolved_concept": "RevenueFromContractWithCustomerExcludingAssessedTax", "fy2025": 416161000000, "fy2024": 391035000000, "fy2023": 383285000000 } }, "insider_transactions": { "input": { "ticker_or_cik": "TSLA", "limit": 3 }, "output": { "company": "Tesla, Inc.", "filings": 3, "latest_owner": "Musk Elon", "transaction": "303.96M shares option exercise at $23.34" } }, "search_filings": { "input": { "query": "artificial intelligence", "form_type": "10-K" }, "output": { "total_hits": 10000 } }, "fund_holdings_spy_rejected": { "input": { "ticker": "SPY" }, "output": { "error": "not N-PORT filer" } }, "fund_holdings_arkk": { "input": { "ticker": "ARKK", "limit": 5 }, "output": { "fund": "ARK Innovation ETF", "net_assets": 6676811932, "top_holding": "Tesla Inc (10.88%)" } }, "institutional_holdings": { "input": { "ticker_or_cik": "BRK-B", "limit": 5 }, "output": { "manager": "BERKSHIRE HATHAWAY INC", "portfolio_value": 263095703570, "positions": 29, "top_holding": "APPLE INC (21.99%)" } }, "invalid_ticker": { "input": { "ticker": "NOTREAL" }, "output": { "error": "tool_error", "message": "Ticker not found", "has_retry_hint": true } } } }