SEC EDGAR Insider Trades & Financials

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io.github.monriah-studio/sec-edgar-mcpv1.0.0

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

Finance & Payments

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get_company_concept Read-only

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.

conceptstring, required

XBRL tag name, e.g. "NetIncomeLoss".

ticker_or_cikstring, required

Stock ticker (e.g. "AAPL", "BRK.B") or SEC CIK number (e.g. "320193").

unitstring

Unit to return, e.g. "USD", "USD/shares", "shares". Default: the first unit reported.

limitinteger

Maximum data points to return. Default 10.

periodstring

Which periods to return. Default annual.

taxonomystring

XBRL taxonomy. Default us-gaap (ifrs-full for IFRS filers).

Tools (7)

get_company_concept

read-only

Argument	Type	Description
unit	string	Unit to return, e.g. "USD", "USD/shares", "shares". Default: the first unit reported.
limit	integer	Maximum data points to return. Default 10.
period	string	Which periods to return. Default annual.
concept*	string	XBRL tag name, e.g. "NetIncomeLoss".
taxonomy	string	XBRL taxonomy. Default us-gaap (ifrs-full for IFRS filers).
ticker_or_cik*	string	Stock ticker (e.g. "AAPL", "BRK.B") or SEC CIK number (e.g. "320193").

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker_or_cik",
    "concept"
  ],
  "properties": {
    "unit": {
      "type": "string",
      "description": "Unit to return, e.g. \"USD\", \"USD/shares\", \"shares\". Default: the first unit reported."
    },
    "limit": {
      "type": "integer",
      "default": 10,
      "maximum": 40,
      "minimum": 1,
      "description": "Maximum data points to return. Default 10."
    },
    "period": {
      "enum": [
        "annual",
        "quarterly",
        "all"
      ],
      "type": "string",
      "default": "annual",
      "description": "Which periods to return. Default annual."
    },
    "concept": {
      "type": "string",
      "pattern": "^[A-Za-z0-9_-]+$",
      "description": "XBRL tag name, e.g. \"NetIncomeLoss\"."
    },
    "taxonomy": {
      "enum": [
        "us-gaap",
        "dei",
        "ifrs-full",
        "srt"
      ],
      "type": "string",
      "default": "us-gaap",
      "description": "XBRL taxonomy. Default us-gaap (ifrs-full for IFRS filers)."
    },
    "ticker_or_cik": {
      "type": "string",
      "maxLength": 12,
      "minLength": 1,
      "description": "Stock ticker (e.g. \"AAPL\", \"BRK.B\") or SEC CIK number (e.g. \"320193\")."
    }
  },
  "additionalProperties": false
}

get_company_filings

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.

read-only

Argument	Type	Description
forms	array	Only these form types, e.g. ["10-K","10-Q","8-K"]. Amendments (/A) are included.
limit	integer	Maximum filings to return. Default 10.
since	string	Only filings on or after this date (YYYY-MM-DD).
until	string	Only filings on or before this date (YYYY-MM-DD).
ticker_or_cik*	string	Stock ticker (e.g. "AAPL", "BRK.B") or SEC CIK number (e.g. "320193").

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker_or_cik"
  ],
  "properties": {
    "forms": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 12
      },
      "maxItems": 15,
      "description": "Only these form types, e.g. [\"10-K\",\"10-Q\",\"8-K\"]. Amendments (/A) are included."
    },
    "limit": {
      "type": "integer",
      "default": 10,
      "maximum": 50,
      "minimum": 1,
      "description": "Maximum filings to return. Default 10."
    },
    "since": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Only filings on or after this date (YYYY-MM-DD)."
    },
    "until": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Only filings on or before this date (YYYY-MM-DD)."
    },
    "ticker_or_cik": {
      "type": "string",
      "maxLength": 12,
      "minLength": 1,
      "description": "Stock ticker (e.g. \"AAPL\", \"BRK.B\") or SEC CIK number (e.g. \"320193\")."
    }
  },
  "additionalProperties": false
}

get_company_snapshot

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.

read-only

Argument	Type	Description
ticker_or_cik*	string	Stock ticker (e.g. "AAPL", "BRK.B") or SEC CIK number (e.g. "320193").

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker_or_cik"
  ],
  "properties": {
    "ticker_or_cik": {
      "type": "string",
      "maxLength": 12,
      "minLength": 1,
      "description": "Stock ticker (e.g. \"AAPL\", \"BRK.B\") or SEC CIK number (e.g. \"320193\")."
    }
  },
  "additionalProperties": false
}

get_insider_trades

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.

read-only

Argument	Type	Description
side	string	Only open-market purchases (buy, code P) or sales (sell, code S).
codes	array	Only these transaction codes, e.g. ["P","S"] or ["M","F"].
since	string	Only filings on or after this date (YYYY-MM-DD).
filings	integer	How many of the most recent Form 4 filings to parse (each costs one SEC request). Default 5.
max_rows	integer	Maximum transaction rows to return. Default 25.
ticker_or_cik*	string	Stock ticker (e.g. "AAPL", "BRK.B") or SEC CIK number (e.g. "320193").
include_derivative	boolean	Include derivative (option/RSU) transactions. Default false.

get_market_insider_buys

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).

read-only

Argument	Type	Description
days	integer	Look-back window in days. Default 7.
role	string	Only purchases by officers, directors or 10% owners.
limit	integer	Maximum issuers to return. Default 10.
min_value	number	Minimum total purchase value per issuer in USD, e.g. 100000.
min_insiders	integer	Minimum distinct buying insiders per issuer; use 2 for cluster buys only. Default 1.

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "days": {
      "type": "integer",
      "default": 7,
      "maximum": 30,
      "minimum": 1,
      "description": "Look-back window in days. Default 7."
    },
    "role": {
      "enum": [
        "officer",
        "director",
        "tenpercent"
      ],
      "type": "string",
      "description": "Only purchases by officers, directors or 10% owners."
    },
    "limit": {
      "type": "integer",
      "default": 10,
      "maximum": 50,
      "minimum": 1,
      "description": "Maximum issuers to return. Default 10."
    },
    "min_value": {
      "type": "number",
      "minimum": 0,
      "description": "Minimum total purchase value per issuer in USD, e.g. 100000."
    },
    "min_insiders": {
      "type": "integer",
      "default": 1,
      "maximum": 20,
      "minimum": 1,
      "description": "Minimum distinct buying insiders per issuer; use 2 for cluster buys only. Default 1."
    }
  },
  "additionalProperties": false
}

resolve_company

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.

read-only

Argument	Type	Description
ticker_or_cik*	string	Stock ticker (e.g. "AAPL", "BRK.B") or SEC CIK number (e.g. "320193").

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker_or_cik"
  ],
  "properties": {
    "ticker_or_cik": {
      "type": "string",
      "maxLength": 12,
      "minLength": 1,
      "description": "Stock ticker (e.g. \"AAPL\", \"BRK.B\") or SEC CIK number (e.g. \"320193\")."
    }
  },
  "additionalProperties": false
}

search_filings

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.

read-only

Argument	Type	Description
ciks	array	Only filings by these company CIKs (use resolve_company to get a CIK from a ticker).
forms	array	Only these form types, e.g. ["8-K"] or ["10-K","10-Q"].
limit	integer	Maximum hits to return. Default 10.
query*	string	Search text. Use double quotes for exact phrases, e.g. "going concern".
offset	integer	Result offset for paging (EDGAR returns pages of 100). Default 0.
end_date	string	Latest filing date. Default today (YYYY-MM-DD).
start_date	string	Earliest filing date. Default 365 days ago (YYYY-MM-DD).

Input schema (JSON)

{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "ciks": {
      "type": "array",
      "items": {
        "type": "string",
        "pattern": "^\\d{1,10}$"
      },
      "maxItems": 10,
      "description": "Only filings by these company CIKs (use resolve_company to get a CIK from a ticker)."
    },
    "forms": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 12
      },
      "maxItems": 15,
      "description": "Only these form types, e.g. [\"8-K\"] or [\"10-K\",\"10-Q\"]."
    },
    "limit": {
      "type": "integer",
      "default": 10,
      "maximum": 50,
      "minimum": 1,
      "description": "Maximum hits to return. Default 10."
    },
    "query": {
      "type": "string",
      "maxLength": 500,
      "minLength": 1,
      "description": "Search text. Use double quotes for exact phrases, e.g. \"going concern\"."
    },
    "offset": {
      "type": "integer",
      "default": 0,
      "maximum": 9900,
      "minimum": 0,
      "description": "Result offset for paging (EDGAR returns pages of 100). Default 0."
    },
    "end_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Latest filing date. Default today (YYYY-MM-DD)."
    },
    "start_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Earliest filing date. Default 365 days ago (YYYY-MM-DD)."
    }
  },
  "additionalProperties": false
}