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SEC EDGAR Insider Trades & Financials

io.github.monriah-studio/sec-edgar-mcpmonriah-studiostreamable-httpv1.0.0Scanned

SEC EDGAR for agents: Form 4 insider trades, cluster buys, filings, XBRL financials and search.

7 tools: 1 change things and 6 only read.

Tools: 0 delete, 0 irreversible, 1 write, 6 read.
  • Reads private data · 1
  • Reads text others write · 7
  • Can send data out · 0
  • 1 finding

Anlyon alternative

1 of these tools change something. Run those as governed actions.

Declare what an action changes, and Anlyon puts it under a shared limit, binds every approval to the exact request, and grades the outcome. It works on any HTTPS API you can describe as an action.

Anlyon does not run, proxy or govern this MCP server. A tool your own code calls directly is not routed through Anlyon and is not governed by it.

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Tools

Grouped by what each tool does, most consequential first. Open one for its reasons and full description; descriptions are the publisher's own words.

7 tools

Changes things 1Claude Code: ask
  • resolve_companyConvert a stock ticker to its SEC CIK and company name, or a CIK to its ticker and name.Reads text others write1 finding

    Why it is in this group

    • The name "resolve_company" says "resolve": a word for reading.
    • The description's first verb is "convert": a word for a change.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.

    What it can reach

    • untrusted-inputThe server marks it openWorldHint: true: it reaches things outside the server's own data.

    Findings

    • Warn

      The server marks "resolve_company" read-only (readOnlyHint: true), and its own name, description or input give the class "write".

      Matched text

      annotations: {"readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":true}; The name "resolve_company" says "resolve": a word for reading.

      What this check looks for
    Description, as the server wrote it
    Convert a stock ticker to its SEC CIK and company name, or a CIK to its ticker and name. Use it to get the CIK needed by search_filings.

    Annotations the server declares

    • title: Resolve ticker or CIK
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: true
Only reads 6Show 6 read-only tools
  • get_company_conceptTime series of a single XBRL concept for a company, from SEC companyconcept data, newest first and de-duplicated by period.Reads text others writeNo findings

    Why it is in this group

    • The name "get_company_concept" says "get": a word for reading.

    What it can reach

    • untrusted-inputThe server marks it openWorldHint: true: it reaches things outside the server's own data.
    Description, as the server wrote it
    Time series of a single XBRL concept for a company, from SEC companyconcept data, newest first and de-duplicated by period. Examples: us-gaap NetIncomeLoss, Revenues, RevenueFromContractWithCustomerExcludingAssessedTax, Assets, EarningsPerShareDiluted, LongTermDebt, ResearchAndDevelopmentExpense; dei EntityCommonStockSharesOutstanding. Use period="annual" for fiscal years (10-K) or "quarterly" for 3-month periods.

    Annotations the server declares

    • title: Historical values of one XBRL financial concept
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: true
  • get_company_filingsLatest SEC filings for a company (10-K, 10-Q, 8-K with item numbers, S-1, DEF 14A, 4, 13D/G...), newest first, with filing date, report period, description and direct document URL.Reads private dataReads text others writeNo findings

    Why it is in this group

    • The name "get_company_filings" says "get": a word for reading.

    What it can reach

    • private-dataThe description's first sentence says "document": it reads documents.
    • untrusted-inputThe server marks it openWorldHint: true: it reaches things outside the server's own data.
    • untrusted-inputThe description's first sentence says "url": it reads web pages, which anyone can write.
    Description, as the server wrote it
    Latest SEC filings for a company (10-K, 10-Q, 8-K with item numbers, S-1, DEF 14A, 4, 13D/G...), newest first, with filing date, report period, description and direct document URL. Filter by form types and a date range.

    Annotations the server declares

    • title: Company SEC filings list
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: true
  • get_company_snapshotKey financials from a company's 10-K/10-Q XBRL data: revenue, gross profit, operating income, net income, diluted EPS, operating cash flow, total assets, liabilities, equity, cash,…Reads text others writeNo findings

    Why it is in this group

    • The name "get_company_snapshot" says "get": a word for reading.

    What it can reach

    • untrusted-inputThe server marks it openWorldHint: true: it reaches things outside the server's own data.
    Description, as the server wrote it
    Key financials from a company's 10-K/10-Q XBRL data: revenue, gross profit, operating income, net income, diluted EPS, operating cash flow, total assets, liabilities, equity, cash, long-term debt and shares outstanding. Each metric has the latest annual value, prior annual value, YoY growth % and the latest reported period, plus net margin, gross margin and debt-to-equity. Values in USD as reported.

    Annotations the server declares

    • title: Company financial snapshot (XBRL)
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: true
  • get_insider_tradesRecent SEC Form 4 insider transactions for one company (ticker or issuer CIK) or one insider (reporting-owner CIK).Reads text others writeNo findings

    Why it is in this group

    • The name "get_insider_trades" says "get": a word for reading.

    What it can reach

    • untrusted-inputThe server marks it openWorldHint: true: it reaches things outside the server's own data.
    Description, as the server wrote it
    Recent SEC Form 4 insider transactions for one company (ticker or issuer CIK) or one insider (reporting-owner CIK). Returns a summary (open-market buy/sell counts, shares, dollar value, distinct insiders) and one row per transaction: date, insider, role, transaction code (P=open-market buy, S=sale, A=award, M=option exercise, F=tax withholding, G=gift), shares, price, value, shares owned after, 10b5-1 flag and filing link. Use side="buy" to see only open-market purchases.

    Annotations the server declares

    • title: Insider trades (Form 4) for a company or insider
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: true
  • get_market_insider_buysRecent open-market insider purchases (Form 4 code P) across all U.S.Reads text others writeNo findings

    Why it is in this group

    • The name "get_market_insider_buys" says "get": a word for reading.

    What it can reach

    • untrusted-inputThe server marks it openWorldHint: true: it reaches things outside the server's own data.
    Description, as the server wrote it
    Recent open-market insider purchases (Form 4 code P) across all U.S. public companies, grouped by issuer and ranked by number of buying insiders, then dollar value. A "cluster buy" is 2+ insiders buying the same stock. Filter by look-back days, minimum total value, minimum insiders and role. Data is built from a rolling scan of recent EDGAR Form 4 filings (coverage starts at deployment, up to 30 days).

    Annotations the server declares

    • title: Market-wide insider buying and cluster buys
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: true
  • search_filingsFull-text search across SEC filings since 2001 (EDGAR FTS).Reads text others writeNo findings

    Why it is in this group

    • The name "search_filings" says "search": a word for reading.

    What it can reach

    • untrusted-inputThe server marks it openWorldHint: true: it reaches things outside the server's own data.
    Description, as the server wrote it
    Full-text search across SEC filings since 2001 (EDGAR FTS). Supports quoted phrases ("share repurchase"), boolean OR, and filters for form types, date range and company CIKs. Returns matching filings with company, form, filing date, 8-K items and a document URL. Default range: last 365 days.

    Annotations the server declares

    • title: EDGAR full-text search
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: true

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Exfil surface

Which tools read private data, which read text someone else can write, and which can send data out. One of each is a path a prompt injection can use.

No private-data, untrusted-input, outbound path in this server alone: no tool is tagged outbound.

Reads private data1
Reads files, mail, messages, databases, secrets, calendars or repositories.
Reads text others write7
Brings in text someone else can write: web pages, inbound email, messages, issues and comments.
Can send data out0
Can carry data to people or systems: it sends, posts or publishes, or takes a recipient, channel or URL.

Other servers in the same agent add their own tools to these paths. Audit your whole setup to see them together.

Findings

Matches of fixed checks, with the text they matched.

1 warn
  • Warnresolve_company

    The server marks "resolve_company" read-only (readOnlyHint: true), and its own name, description or input give the class "write".

    Matched text

    annotations: {"readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":true}; The name "resolve_company" says "resolve": a word for reading.

    What this check looks for

History

Changes to its tool definitions and to its remote endpoint, newest first.

No change seen yet. Its tools are rescanned every day, and a remote endpoint is looked at once a week.

All changes to this server

Install

Pinned to version 1.0.0. Values in angle brackets are yours to fill in.

claude mcp add --transport http sec-edgar https://sec-edgar-api.kidriahx.workers.dev/mcp
claude mcp add --transport http sec-edgar https://sec-edgar-api.kidriahx.workers.dev/mcp

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change or a way out, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json
{
  "permissions": {
    "allow": [
      "mcp__sec-edgar__get_insider_trades",
      "mcp__sec-edgar__get_market_insider_buys",
      "mcp__sec-edgar__get_company_filings",
      "mcp__sec-edgar__get_company_snapshot",
      "mcp__sec-edgar__get_company_concept",
      "mcp__sec-edgar__search_filings"
    ],
    "ask": [
      "mcp__sec-edgar__resolve_company"
    ],
    "deny": []
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. A read that can send data out (it takes a URL, say) asks first too. It assumes the server is installed as sec-edgar. Review it before you use it.

Capability tags behind 7 rules
  • mcp__sec-edgar__get_insider_trades untrusted-input
  • mcp__sec-edgar__get_market_insider_buys untrusted-input
  • mcp__sec-edgar__get_company_filings private-data, untrusted-input
  • mcp__sec-edgar__get_company_snapshot untrusted-input
  • mcp__sec-edgar__get_company_concept untrusted-input
  • mcp__sec-edgar__search_filings untrusted-input
  • mcp__sec-edgar__resolve_company untrusted-input

Pin

Keep the decision: fail CI when the tools change, follow every change, or show a badge.

Pin in CI

Fail a build when the tools you reviewed are not the tools the server serves today.

curl -s "https://anlyon.dev/api/v1/servers/io.github.monriah-studio/sec-edgar-mcp/verify?hash=ec7f94730434eeb67312d678eedd000f49638fbcc32c8a06b591d0b6aff47cdd" | jq -e '.changed == false'

Pinned hash ec7f94730434, from Oct 24, 2026, 05:17 UTC.

Watch

Get told when its tools change: a new tool, a new description, a new class.

https://anlyon.dev/servers/io.github.monriah-studio/sec-edgar-mcp/changes.xml

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Source: MCP Registry · repository. Synced Oct 24, 2026, 05:17 UTC.