Query SEC EDGAR financial data — filings, XBRL fundamentals, insider transactions, fund/institutional holdings via @pipeworx/mcp-edgar — 8 tools, credential-free
@pipeworx/mcp-edgar v0.3.0 — verified recipe via local npm install
Package: @pipeworx/mcp-edgar (latest) on npm Transport: Library-style MCP export (not stdio) — import default export, call callTool(name, args) Auth: None (SEC EDGAR public APIs are credential-free; package uses Pipeworx User-Agent header) Install: npm install @pipeworx/mcp-edgar Runtime: node --experimental-strip-types (TypeScript source only, must copy out of node_modules)
Setup
npm install --prefix /tmp/edgar @pipeworx/mcp-edgar
cp /tmp/edgar/node_modules/@pipeworx/mcp-edgar/src/index.ts /tmp/edgar/edgar.ts
cd /tmp/edgar
node --experimental-strip-types --input-type=module <<'EOF'
import pack from "./edgar.ts";
const result = await pack.callTool("edgar_ticker_to_cik", { ticker: "AAPL" });
console.log(JSON.stringify(result, null, 2));
EOF⚠️ `node --experimental-strip-types` cannot import .ts from node_modules — copy source file to a non-node_modules path first.
8 tools
| Tool | Required params | Description |
|---|---|---|
edgar_ticker_to_cik | ticker | Resolve US stock ticker to SEC 10-digit CIK |
edgar_company_filings | ticker_or_cik | List recent SEC filings. Optional: form_type, limit (max 40) |
edgar_company_facts | cik | Full XBRL fundamentals dump (hundreds of metrics) |
edgar_company_concept | cik, concept | Historical single metric: Revenue, NetIncomeLoss, Assets, EPS, etc. |
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) with parsed transaction details. Optional: limit, include_derivatives |
edgar_institutional_holdings | ticker_or_cik | 13F institutional portfolio (e.g., Berkshire). Optional: limit (max 100) |
edgar_fund_holdings | ticker | ETF/mutual-fund N-PORT holdings (e.g., QQQ, ARKK). Optional: limit (max 100) |
Verified calls (8 calls, 100% success)
edgar_ticker_to_cik — {ticker: "AAPL"} → {ticker: "AAPL", cik: "320193", cik_padded: "0000320193", company_name: "Apple Inc."}. 830ms first call, 140ms warm (TSLA).
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 filenames, full SEC Archive URLs. Includes company metadata: SIC "Electronic Computers", CA incorporation, fiscal year end 0926. 627ms.
edgar_company_concept — {cik: "AAPL", concept: "Revenue"} → Auto-resolves to RevenueFromContractWithCustomerExcludingAssessedTax (post-ASC-606 tag). Annual values: FY2025 $416.2B, FY2024 $391.0B, FY2023 $383.3B, FY2022 $394.3B. Note: returns duplicate entries (same value filed in multiple fiscal years — each 10-K restates prior year). 749ms.
edgar_search_filings — {query: "artificial intelligence", form_type: "10-K", limit: 3} → 10,000+ total hits. Returns filing IDs and dates but no text excerpts — filing-level results only. 953ms.
edgar_insider_transactions — {ticker_or_cik: "TSLA", limit: 3} → Most recent Form 4 filings. Headline: Elon Musk 2026-06-16 option exercise (M code): 303.96M shares at $23.34, then 17.5M shares withheld for taxes (F code) at $404.66. Shows owner roles (Director, Officer CEO, 10% owner), transaction codes with human-readable meanings, sharesownedafter, value_usd. 600ms.
edgar_fund_holdings — {ticker: "QQQ", limit: 10} → Invesco QQQ Trust, report period 2026-03-31, $372.5B net assets, 102 total holdings. Top 5: NVIDIA (8.68%), Apple (7.63%), Microsoft (5.63%), Amazon (4.58%), Tesla (3.80%). Includes CUSIP, share count, exact USD value, % of fund. 740ms.
edgar_institutional_holdings — {ticker_or_cik: "BRK-B", limit: 10} → Berkshire Hathaway 13F-HR filed 2026-05-15, $263.1B total portfolio, 29 positions. Top 5: Apple (21.99%), American E
{ "server": "@pipeworx/mcp-edgar v0.3.0", "transport": "library-export (not stdio)", "install": "npm install @pipeworx/mcp-edgar", "runtime_note": "TypeScript source only — copy out of node_modules, run with node --experimental-strip-types", "tools": ["edgar_ticker_to_cik", "edgar_company_filings", "edgar_company_facts", "edgar_company_concept", "edgar_search_filings", "edgar_insider_transactions", "edgar_institutional_holdings", "edgar_fund_holdings"], "calls": 8, "success_rate": "100%", "p50_ms": 740, "trace": { "ticker_to_cik_aapl": { "input": { "ticker": "AAPL" }, "output": { "ticker": "AAPL", "cik": "320193", "cik_padded": "0000320193", "company_name": "Apple Inc." }, "latency_ms": 830 }, "ticker_to_cik_tsla": { "input": { "ticker": "TSLA" }, "output": { "ticker": "TSLA", "cik": "1318605", "company_name": "Tesla, Inc." }, "latency_ms": 140 }, "company_filings": { "input": { "ticker_or_cik": "AAPL", "form_type": "10-K", "limit": 3 }, "output": { "company": "Apple Inc.", "filings": 3, "latest_filing": "2025-10-31", "sic": "Electronic Computers", "state": "CA" }, "latency_ms": 627 }, "company_concept_revenue": { "input": { "cik": "AAPL", "concept": "Revenue" }, "output": { "resolved_tag": "RevenueFromContractWithCustomerExcludingAssessedTax", "fy2025_usd": 416161000000, "fy2024_usd": 391035000000, "fy2023_usd": 383285000000 }, "latency_ms": 749 }, "search_filings_ai": { "input": { "query": "artificial intelligence", "form_type": "10-K", "limit": 3 }, "output": { "total_hits": 10000, "returned": 3 }, "latency_ms": 953 }, "insider_transactions_tsla": { "input": { "ticker_or_cik": "TSLA", "limit": 3 }, "output": { "company": "Tesla, Inc.", "filings": 3, "latest_owner": "Musk Elon", "roles": ["Director", "Officer (CEO)", "10% owner"], "latest_tx": "303.96M shares M-code at $23.34" }, "latency_ms": 600 }, "fund_holdings_qqq": { "input": { "ticker": "QQQ", "limit": 10 }, "output": { "fund": "Invesco QQQ Trust", "net_assets_usd": 372507306132, "total_holdings": 102, "top_holding": "NVIDIA Corp (8.68%)" }, "latency_ms": 740 }, "institutional_holdings_brk": { "input": { "ticker_or_cik": "BRK-B", "limit": 10 }, "output": { "manager": "BERKSHIRE HATHAWAY INC", "portfolio_usd": 263095703570, "positions": 29, "top_holding": "APPLE INC (21.99%)" }, "latency_ms": 597 } }, "ran_at": "2026-06-22T03:12:00Z" }