SEC Filings in Claude Code

Add SEC EDGAR data to Claude Code with a single command. Once connected to the edgar.tools MCP server, Claude Code can search companies, pull filings, and read financial statements as part of any terminal session — useful for research from the command line, and sharpest when you're building against SEC data and want real shapes instead of guessed ones.

You need a free edgar.tools account. Sign up here — or sign in with Google when prompted on first use.

What you get in Claude Code#

Claude Code is the agentic home for this connection. Beyond asking research questions, it can chain edgar.tools tools into multi-step work: pull a company's recent 8-Ks and summarize them into a file, cross-reference insider trades against a watchlist script, or — if you're integrating the edgar.tools API — inspect live response shapes while writing the client code that consumes them.

1. Add the server#

claude mcp add edgar-tools --transport http https://app.edgar.tools/mcp/

2. Sign in on first use#

Ask Claude Code anything that needs SEC data. Your browser opens to sign in — Continue with Google or email/password. The token lasts 90 days; you won't be asked again. You can also run /mcp inside a session to check the server's connection and authentication status.

3. Verify it works#

claude mcp list

edgar-tools should appear in the list. Then, in a session, ask:

"Get a company brief for NVIDIA."

You should see a company_brief tool call and a cited answer with NVIDIA's profile and recent filings.

Prompts to try#

  • "Find Apple's latest 10-K and list what it contains."
  • "What material events has Tesla reported this quarter?" (real-time material events unlock on Pro)
  • "Pull Microsoft's last four quarters of revenue and write them to revenue.csv."
  • "Run the 8-K event triager recipe on my watchlist." — see the recipe library

Troubleshooting#

`claude mcp list` doesn't show edgar-tools. Re-run the add command and check for typos in the URL — including the trailing slash. Server entries are per-scope; if you added it inside a project, it may not be visible elsewhere. Run claude mcp add with your preferred scope.

Tool calls return authentication errors. Run /mcp in a session and re-authenticate. If you recently upgraded your tier and still see Free-tier limits, remove and re-add the server — the fresh sign-in issues a token matching your current tier. Details in Reconnecting.

Tiers and permissions#

All edgar.tools MCP tools are read-only. The free tier includes company search, filings, and company briefs; Pro adds financial statements, insider activity, full-text search, and live material events; Analyst adds AI filing analysis and portfolio aggregation. Full mapping: MCP Tiers.