SEC Filings in Claude Desktop

Connect Claude Desktop to SEC EDGAR through the edgar.tools MCP server and Claude can search companies, read filings, pull financial statements, and check insider trades directly in your chats — with structured, cited data instead of web-search guesses. Setup is a two-line config entry and takes about two minutes.

You need a free edgar.tools account. Sign up here — or sign in with Google when Claude prompts you during setup.

What you get in Claude Desktop#

Claude Desktop is the research-chat home for this connection. Once connected, Claude answers questions like "compare Apple and Microsoft's latest quarterly revenue" or "what did NVIDIA disclose in its last 8-K" by calling read-only edgar.tools tools and citing the underlying filings. It works in regular chats and in Projects, and pairs well with prompt recipes — reusable prompts that orchestrate several tools into a structured analysis.

1. Open your Claude Desktop config#

  • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
  • Windows: %APPDATA%\Claude\claude_desktop_config.json

If the file doesn't exist yet, create it.

2. Add the edgar.tools server#

{
  "mcpServers": {
    "edgar-tools": {
      "url": "https://app.edgar.tools/mcp"
    }
  }
}

If you already have other servers under mcpServers, add the edgar-tools entry alongside them.

3. Restart Claude Desktop#

Quit and reopen the app. The first time Claude uses an edgar.tools tool, your browser opens to sign in — Continue with Google or email/password. That's it: a token is issued (valid 90 days) and future calls are automatic.

4. Verify it works#

Start a new chat and ask:

"Get a company brief for NVIDIA."

You should see Claude call the company_brief tool and answer with NVIDIA's profile, recent filings, and key facts — cited to the source filings. If Claude answers from general knowledge without a tool call, the server isn't connected yet; see troubleshooting below.

Prompts to try#

  • "What has Apple filed with the SEC in the last month?"
  • "Research Tesla's latest financials and insider activity." (insider and financial-statement depth unlocks on Pro)
  • "Run the 10-K speedrun recipe on Microsoft." — see the recipe library for more

Troubleshooting#

Claude never calls edgar.tools tools. Check the config file for JSON syntax errors (a trailing comma is the usual culprit), confirm the file is in the right location for your OS, and restart the app fully — quit, don't just close the window.

The sign-in window never appeared. Trigger it by asking a question that needs SEC data. Sign-in only happens on first tool use, not at startup.

Tools worked before but now return errors, or your upgrade isn't reflected. Reconnect: remove the edgar-tools entry, restart, re-add it, and restart again. The fresh sign-in issues a token that matches your current tier. Details in Reconnecting.

Tiers and permissions#

Every edgar.tools MCP tool is read-only — the server reads SEC filing data and returns results, nothing more. 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-level aggregation. Full mapping: MCP Tiers.