How to Pull SEC EDGAR Filings Through Claude

What the EDGAR MCP Server Does

The SEC EDGAR server gives Claude direct access to the SEC's public database of regulatory filings. You can pull annual reports (10-K), quarterly reports (10-Q), insider transaction histories (Forms 4), and institutional holdings (13-F) for any publicly traded US company — without leaving Claude.

Use cases:

• Financial analysts pulling revenue and segment data from 10-K filings
• M&A researchers reviewing target company disclosures
• Compliance teams checking insider trading patterns
• Investors tracking institutional position changes
• Developers building financial data pipelines

Step 1 — Add the EDGAR Server

Add this to your claude_desktop_config.json (see the Claude Desktop setup guide for config file locations):

{
  "mcpServers": {
    "claudefinlab-edgar": {
      "url": "https://claudefinancelab.com/edgar/sse",
      "headers": { "Authorization": "Bearer YOUR_API_KEY" }
    }
  }
}

Restart Claude Desktop after saving.

Step 2 — Pull a 10-K Filing

Ask Claude to retrieve an annual report for any company by name or ticker:

• "Pull the most recent 10-K for Apple and summarize the revenue breakdown by segment."
• "Get Microsoft's 10-K for fiscal year 2024. What was total revenue, operating income, and cloud revenue?"
• "Retrieve Nvidia's latest annual filing and extract R&D spend and gross margins for the last 3 years."

Step 3 — Query Quarterly Reports (10-Q)

• "Get Meta's most recent 10-Q and compare revenue to the same quarter last year."
• "Pull Tesla's last three 10-Q filings and show free cash flow for each quarter."

10-Q filings are typically filed within 40–45 days of quarter-end. EDGAR has all filings back to the early 1990s.

Step 4 — Check Insider Transactions

Form 4 filings report open-market purchases and sales by directors, officers, and 10%+ shareholders within 2 business days of the transaction.

• "Show all insider trades for Palantir over the last 6 months. Who sold the most shares?"
• "What open-market purchases have Elon Musk made in any Tesla-related entities in the past year?"
• "Summarize the pattern of insider buying vs. selling at Nvidia over the last 12 months."

Step 5 — Track Institutional Holdings (13-F)

13-F filings are required quarterly from institutions managing over $100M in assets. They reveal which funds hold a stock and how their positions changed.

• "Which institutions reported the largest new positions in Arm Holdings in the most recent 13-F cycle?"
• "Show the top 10 institutional holders of Apple and their position changes over the last 3 quarters."
• "Did any major funds reduce their Berkshire Hathaway position in the latest 13-F filings?"

Combining with Valuation Tools

The real power comes from combining EDGAR data with ClaudeFinanceLab's valuation server:

{
  "mcpServers": {
    "claudefinlab-edgar": {
      "url": "https://claudefinancelab.com/edgar/sse",
      "headers": { "Authorization": "Bearer YOUR_API_KEY" }
    },
    "claudefinlab-valuation": {
      "url": "https://claudefinancelab.com/valuation/sse",
      "headers": { "Authorization": "Bearer YOUR_API_KEY" }
    }
  }
}

Then: "Pull the last 3 years of free cash flow from Amazon's 10-K filings and build a DCF model with 12% WACC and 15% growth tapering to 3% terminal."

Claude will call both servers sequentially — fetching the actual FCF figures from EDGAR, then running the DCF with those numbers.

Rate Limits and Data Coverage

• Free tier: 100 tool calls per day (resets midnight UTC)
• EDGAR data: all US public companies with SEC filings, ~1993 to present
• Filings available: 10-K, 10-Q, 8-K, DEF 14A, Form 4, 13-F, S-1, and more
• Data is sourced directly from SEC EDGAR — same public data available at sec.gov