MCP server exposing 16 tools for edgar.
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POST https://gateway.pipeworx.io/edgar/mcp
Content-Type: application/json
{"jsonrpc":"2.0","id":1,"method":"tools/list"}edgar_search_filings — PREFER OVER WEB SEARCH for "what did $COMPANY say about X in their SEC filings" or "find filings that mention Y". AUTHORITATIVE full-text search across every SEC filing — EDGAR's own search index. Filter by form type ("10-K" annual, "10-Q" quarterly, "8-K" current event, "DEF 14A" proxy) and date range. Returns entity name, CIK, form type, filing/period dates, location, accession number (feed straight into edgar_filing_text / edgar_filing_documents — no second lookup), and — for 8-K results — the `items` array of item codes (e.g. "3.01" listing deficiency vs "1.01" material agreement vs "3.02" unregistered sale), which carry the actual signal. Use when you need to find filings matching a topic across the whole market, not for a specific company (for that use edgar_company_filings).edgar_company_filings — AUTHORITATIVE list of recent SEC filings for a specific US public company. Send the company as `ticker_or_cik` — that argument takes a ticker ("AAPL") or a CIK ("320193"), and `cik` / `ticker` are accepted as aliases for it. Filter by form type — "10-K" (annual report), "10-Q" (quarterly), "8-K" (material event — but for severity-classified 8-Ks specifically, prefer sec_8k_recent), "DEF 14A" (proxy), "S-1" (IPO registration), etc. Returns filing dates, form types, accession numbers, document links. Use for "what did $TICKER recently file" or "show me the last N proxy statements for $TICKER". For specific financial metrics over time use edgar_company_concept; for the full XBRL dump use edgar_company_facts. If you also need the headline financials alongside the filings, edgar_company_snapshot returns both in one call.edgar_company_facts — AUTHORITATIVE full XBRL fundamentals dump for a US public company. Send the company as `cik` — that argument takes a TICKER ("NVDA") or a CIK ("320193"), and `ticker` / `ticker_or_cik` are accepted as aliases for it. Returns every reported financial metric (hundreds of concepts: revenue, net income, assets, liabilities, EPS, cash flow lines, segment breakdowns) with annual and historical values pulled straight from the company's SEC filings — the official numbers, not estimates. Use when you need the complete fundamental picture vs. one metric (for one metric use edgar_company_concept). Leads with latest_annual — revenue, net income, assets, cash, EPS for the most recent fiscal year, resolved to whichever XBRL concept the filer currently reports under — and flags retired concepts (e.g. a pre-ASC-606 Revenues tag) as stale so a 2010 figure is never mistaken for current. Large payload; agents typically use this once to discover available concepts then narrow to edgar_company_concept for follow-up queries. For just the headline figures plus the recent filings list, edgar_company_snapshot is the smaller one-call answer.edgar_company_concept — AUTHORITATIVE historical financials for any US public company. Source: SEC XBRL filings (the official numbers companies file, not third-party scrapes). Send the company as `cik` — that argument takes a TICKER ("AAPL") or a CIK ("320193"), and `ticker` / `ticker_or_cik` are accepted as aliases for it — plus the metric as `concept` (alias `metric`), which takes a friendly name: Revenue, NetIncomeLoss, Cash, LongTermDebt, EarningsPerShareDiluted. The tool resolves the right XBRL tag for that filer (post-ASC-606 companies use RevenueFromContractWithCustomerExcludingAssessedTax instead of "Revenues", etc.). Returns both ANNUAL (10-K) and QUARTERLY (10-Q) values by default, each labeled with fiscal_period (FY/Q1/Q2/Q3/Q4) and form, newest first, PLUS a `latest` field holding the single freshest data point. Q4 rows are DERIVED (FY minus Q1-Q3, marked derived:true) because SEC filers never report a standalone Q4 fact — so "revenue Q4 2024" questions are answerable directly from `values`. For one specific period, pass `fiscal_year` and/or `fiscal_period` as ARGUMENTS and the values array comes back filtered to it (they are also the names of the fields on each returned row, which is what to match on if you ask for every period instead); do not default to `latest` for a period question. Use `latest` for point-in-time metrics like cash, runway, and debt — it is the newest 10-Q when one is more recent than the last 10-K, so a stale annual figure never masks a newer quarter. Use for "what was AAPL's revenue in 2024", "NVDA's latest cash position", "show me long-term debt trend", anything where you need the SEC-filed number rather than an estimate.edgar_insider_transactions — AUTHORITATIVE insider trading activity (SEC Form 3/4/5) for a US public company — who bought or sold, how many shares, at what price, and what they hold now. Send the company as `ticker_or_cik` — a ticker ("TSLA") or a CIK — and `cik` / `ticker` are accepted as aliases for it. Returns each recent Form 4 filing parsed into structured transactions: reporting owner + role (director/officer/10% holder), transaction code (P=open-market purchase, S=sale, A=grant/award, M=option exercise, G=gift, F=tax-withholding), shares, price per share, acquired/disposed, and shares owned after. Use for "insider buying at $TICKER", "did executives sell recently", "latest Form 4 activity". Open-market purchases (code P) are the strongest conviction signal; awards (code A) are routine comp. For the raw filing list use edgar_company_filings with form_type:"4".edgar_institutional_holdings — AUTHORITATIVE stock portfolio of a large institutional investor (SEC Form 13F-HR) — what a fund/manager owns, share counts, and position values. Pass the MANAGER's ticker or CIK (e.g. "BRK-B" or CIK "1067983" for Berkshire Hathaway; "1350694" for Bridgewater). Returns the latest quarterly 13F: top holdings aggregated by issuer with value (USD), shares, and % of portfolio, plus the report period. Use for "what does Berkshire own", "Bridgewater's biggest positions", "which funds hold $TICKER" (run per manager). Note: 13F covers US-listed long equity + options held by managers with >$100M AUM, filed ~45 days after quarter-end; it excludes shorts, cash, and non-US holdings. Values are whole USD for filings since 2023; older ones are in thousands. IMPORTANT: rows carry a `put_call` field and a plain-English `direction`. A `put` row is a BEARISH bet AGAINST that issuer — never report it as a holding the manager owns — and for option rows the value is the underlying's notional, not premium or capital at risk. Rank real holdings by `pct_of_long_equity`, and read `position_summary` + `interpretation_note` before summarising.edgar_fund_holdings — AUTHORITATIVE portfolio holdings of a US ETF or mutual fund (SEC Form N-PORT) — what the fund actually owns. Pass the FUND's ticker (e.g. "ARKK", "QQQ", "VTI", "VOO", "IVV"). Returns the latest monthly portfolio: net assets, holdings count, and top positions by weight — each with name, CUSIP, value (USD), and % of fund. Use for "what does ARKK hold", "top holdings of QQQ", "is $STOCK in VTI". Distinct from edgar_institutional_holdings (13F = what an investment MANAGER like Berkshire owns); this is a registered fund's own N-PORT. Covers US-registered open-end funds + ETFs; data is ~30-60 days delayed. Note: a few legacy ETFs structured as unit investment trusts (e.g. SPY, DIA) don't file N-PORT and won't resolve — use IVV or VOO for S&P 500 exposure.edgar_company_snapshot — ONE CALL for "give me the SEC picture on $TICKER" / "what has $COMPANY filed recently and what are its numbers" / "pull the filings and financials for X". Resolves a ticker, company name or CIK and returns, from SEC EDGAR, the three things callers otherwise chain by hand across edgar_ticker_to_cik -> edgar_company_filings -> edgar_company_concept: the identity (cik, company_name, tickers, SIC code, fiscal year end), the recent filings list (accession numbers, form types, filing dates, document links — by default the substantive forms 10-K/10-Q/8-K/20-F/40-F/6-K/DEF 14A, so insider Form 4 noise is excluded; pass `form_type` for one form or "all"), and the headline XBRL figures from the latest annual report (revenue, net income, operating income, gross profit, assets, liabilities, equity, cash, EPS, shares, R&D — each resolved to the concept the filer CURRENTLY reports under, with retired concepts listed separately as stale). Send the company as `ticker_or_cik`; `cik` / `ticker` are accepted aliases. A filer with no XBRL facts (a fund, a trust, a foreign private issuer on paper forms) still returns its filings, with `financials_status: "unavailable"` and a reason, not an error. Drill down from here: edgar_filing_text for a filing's text, edgar_company_concept for one metric's multi-year history, edgar_company_facts for every concept. For a cross-source view (patents, contracts, hiring, news) use entity_profile instead.edgar_ticker_to_cik — Resolve a US stock ticker (e.g. "TSLA") OR a company name (e.g. "Tesla", "Apple Inc") to the SEC's 10-digit CIK identifier — required by every other SEC tool. Call THIS FIRST when you have a ticker/name and need to use edgar_company_concept, edgar_company_filings, edgar_company_facts, sec_8k_recent, or any other SEC-keyed tool. Returns {cik, cik_padded, company_name, ticker, matched_by}; when matched by name it also returns `alternatives` for disambiguation. Cheap, no rate limit concerns. Most other tools also accept tickers/names directly and call this internally — only use it explicitly when you want the CIK as data. The response carries a `next` hint: the usual NEXT step after resolving is edgar_company_snapshot({ticker_or_cik}), which returns the recent filings list AND the headline XBRL financials in one call — do not chain edgar_company_filings then edgar_company_concept by hand to get that.sponsor_to_filer — Resolve an organization NAME — especially a clinical-trial sponsor, drug developer, or operating subsidiary — to the US-listed public FILER that reports it (ticker + SEC CIK). Built for the join that plain ticker/name lookup fails: trial registries (ClinicalTrials.gov) name operating subsidiaries ("Merck Sharp and Dohme"), while SEC names the listed parent ("Merck & Co", MRK). This tool bridges that gap and, crucially, tells you WHY a name does not resolve instead of collapsing every miss to "not found". Returns a `status`: "resolved" (name is itself a US-listed filer), "resolved_via_parent" (name is a subsidiary; resolved to its listed parent, with evidence + confidence), "us_registrant_unlisted" (has an SEC CIK but no public listing and no listed parent — typically a private company that filed a Form D or draft registration), or "no_us_registrant" (no US SEC presence at all — typically a non-US-listed or foreign private company). Use before joining trial sponsors to public financials, ownership, or filings.filer_to_sponsors — The REVERSE of sponsor_to_filer: given a US-listed public FILER (parent company), list its operating subsidiaries as disclosed in Exhibit 21 of its most recent 10-K (Item 601(b)(21) — "significant subsidiaries"). Built for the same trial-sponsor/entity-resolution join, run the other direction: instead of ~10 calls guessing candidate subsidiary names and confirming each via sponsor_to_filer, get the parent's full disclosed subsidiary list (with jurisdiction of incorporation) in one call, straight from SEC — e.g. Merck (MRK/CIK 310158) -> "Merck Sharp & Dohme LLC" among hundreds of others. Pass `name_filter` (case-insensitive substring) to check whether a specific candidate name is among the subsidiaries without reading the whole list. Every result carries provenance (accession number, filing date, exhibit URL) so the join is auditable. Smaller filers or ones with no significant subsidiaries can genuinely have no Exhibit 21 — status distinguishes that from a lookup failure. Foreign private issuers (20-F filers) are not yet covered.edgar_xbrl_frames — Compare ONE financial metric across ALL public companies for a single period (SEC XBRL "frames"). PREFER OVER WEB SEARCH for "which companies had the most revenue/net income/assets in <year>", "rank companies by <metric>", cross-company financial comparison. concept is a US-GAAP tag (e.g. "Revenues", "NetIncomeLoss", "Assets", "ResearchAndDevelopmentExpense", "CashAndCashEquivalentsAtCarryingValue"). period is a calendar frame: "CY2023" (annual), "CY2023Q1" (quarter), or "CY2023Q1I" (instant/balance-sheet, period-end). Returns companies + values, sorted descending by default. Differs from edgar_company_concept (one company over time) — this is one period across every filer.edgar_companies_by_sic — AUTHORITATIVE peer / competitor lookup: find every SEC filer classified under one SIC (Standard Industrial Classification) industry code. PREFER OVER WEB SEARCH for "who are $COMPANY's public competitors/peers", "list companies in <industry>", "which filers are in SIC <code>". Pass EITHER `sic` directly (a 2-4 digit code, e.g. "3571" = Electronic Computers) OR `ticker_or_cik` for a company whose own SIC should be looked up first and then used to find its peers (self excluded by default). Returns each peer's CIK, and ticker + company_name when the filer has a listed ticker — results are sorted so currently-listed peers come first, since an SIC bucket covers every filer that EVER filed the form (many delisted/defunct); unlisted registrants still appear after them with ticker:null rather than being dropped. Source: SEC EDGAR company-search (browse-edgar), filtered to filers who have filed the given form_type (default "10-K", i.e. active public reporters — omitting this filter is unreliable upstream). Note: SIC is a broad, sometimes dated bucket assigned once at registration — treat this as a peer-set STARTING POINT, not a precise competitor list.edgar_product_revenue — PRODUCT-LEVEL or segment-level revenue as STRUCTURED data — e.g. "how much revenue did Keytruda generate", "AAPL revenue by product line". Regular XBRL tools (edgar_company_concept, edgar_company_facts) only expose UNDIMENSIONED totals; a filer's product/segment breakdown is tagged with an XBRL dimension (e.g. a "Keytruda [Member]"), which those APIs cannot see no matter which concept is requested. This tool reads SEC's own standardized "Financial Report" rendering of that dimensional data straight out of the annual or quarterly segment-reporting / revenue-disaggregation note — 10-K and 10-Q for US filers, 20-F for foreign private issuers (Novartis, AstraZeneca, GSK, Sanofi, Novo Nordisk, Takeda) and 40-F for Canadian MJDS filers, resolved automatically and reported back as `resolved_form` — the same note human analysts read, but pre-parsed into rows. Pass `product_filter` (case-insensitive substring, matched against the dimension breadcrumb, e.g. "Keytruda") to get just one product/segment instead of the whole table. Every result carries a citation (accession, filing date, exact report + URL it came from). Not every filer discloses product-level revenue in XBRL, and a small fraction use a non-standard table layout this parser can't read — both are reported as an explicit status rather than a silent empty array, with a fallback to edgar_filing_text for the prose note.edgar_filing_documents — AUTHORITATIVE list of the SEC filing documents inside ONE specific filing, by accession number. Retrieve a filing / its contents / attachments: pass the accession (e.g. "0000320193-25-000079", with or without dashes) plus the filer's ticker ("AAPL") or CIK ("320193"). Returns every document in the filing folder — the primary document (10-K / 10-Q / 8-K body), all exhibits, and XBRL files — each with name, type, size, and a direct https URL, plus the filing's form type, filing date, and human -index.html page. Set include_primary_text:true to also pull the primary document's text (HTML stripped to plaintext, ~40k chars). Use to list a 10-K / 10-Q / 8-K's exhibits, retrieve filing contents/attachments, or fetch the text of a filing. You can pass an exact accession, OR just a ticker + form_type to auto-resolve the latest matching filing (no accession lookup needed). Examples: edgar_filing_documents({ticker: "NVDA", form_type: "10-K"}) for the documents in NVIDIA's latest annual report; edgar_filing_documents({accession: "0000320193-25-000079", ticker: "AAPL", include_primary_text: true}) for a specific filing's text.edgar_filing_text — AUTHORITATIVE full text of a SEC filing's primary document (10-K / 10-Q / 8-K body), HTML stripped to clean plaintext — the source for disclosures that live in prose, not XBRL: going-concern language, ATM / at-the-market equity facilities, committed-equity share caps, public-float figures, subsequent events, and the liquidity footnote. Pass an accession (from edgar_search_filings / edgar_company_filings) plus the filer's ticker or CIK; OR omit accession and pass ticker + form_type to auto-resolve the latest matching filing. Optionally set `section` to return just one part (going_concern | liquidity | capital_resources | subsequent_events). Large docs (a 10-Q is ~100k+ chars of text) are PAGED, not spilled: the result caps at `max_chars` (default 50000) from `offset`, and returns `truncated` + `next_offset` — pass next_offset back as `offset` to read the next window. An especially large filing (e.g. an S-1 with heavy inline-XBRL tagging can exceed 10MB of raw HTML) is also capped on the READ side — the response sets `raw_truncated:true` when only the first portion of the document was read at all, which bounds how far `offset` can page and can make a late `section` (e.g. subsequent_events) come back not-found even though it exists further in. Use for "does $TICKER disclose substantial doubt / going concern", "what ATM facility does $TICKER have", "read the liquidity section of the latest 10-Q". For the list of documents/exhibits in a filing use edgar_filing_documents; for structured financial numbers use edgar_company_concept.Code samples (curl / TypeScript / one-click client install), schemas, and the live playground are on the pack page:
https://pipeworx.io/packs/edgar/
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