Edgar Tools MCP Server

EdgarTools is a Python library for accessing SEC EDGAR filings as structured data. Parse financial statements, insider trades, fund holdings, proxy statements, and 20+ other filing types with a consistent Python API - in a few lines of code. Free and open source. It runs locally over stdio via the published package.

People who work with 10 k, balance sheet and edgar and want it reachable from Claude, Cursor, VS Code, or another MCP client. The project is written in Python.

VERIFIED ACTIVE

LAST COMMIT 2026-09-17 · ★ 2,726 · #1 OF 318 MAINTAINED FINANCE · VERIFIED 2026-09-18

MIT · Python servers · how we verify → /methodology

01 · Install Edgar Tools

before you install - you'll need

EDGAR_IDENTITY

Environment variables documented in the project's README - it lists which are required and which have defaults.

Claude Code

claude mcp add dgunning-edgartools -- uvx edgartools

Claude Desktop / Cursor / VS Code - add to config

{
  "mcpServers": {
    "dgunning-edgartools": {
      "command": "uvx",
      "args": [
        "edgartools"
      ]
    }
  }
}

Same JSON for Cursor. For VS Code, rename the top-level key from `mcpServers` to `servers`.

Using another client? Same JSON, different key

Claude Desktop · mcpServers

Cursor · mcpServers

VS Code · servers

Windsurf · mcpServers

Zed · context_servers

Cline · mcpServers

Roo Code · mcpServers

Continue · mcpServers

LibreChat · mcpServers

Gemini CLI · mcpServers

Codex CLI · mcp_servers

Full setup guides: every client.

02 · Evidence

Security posture

What to check before giving this server access to your agent - from the registry, GitHub, and our own probes. We don't score safety; we show what's verifiable.

runs as local process (stdio) - runs on your machine with your user's permissions

license MIT - declared in the repository

pypi package edgartools - check the name against the project README before installing (PyPI has no namespace ownership)

registry namespace io.github.dgunning is GitHub-verified and matches the repo owner

03 · What Edgar Tools can do

Prose above is summarized from the project's README and registry record - no invented capabilities.

Latest releases

v5.58.0 · 2026-09-11

The headline is the SEC's BDC data sets. When the SEC relocated them, the fair value column changed its heading and BDCDataset.summary_by_industry() quietly reported $0 for every industry. It now resolves fair value…

v5.57.0 · 2026-09-08

Thirty-eight entries, all in the XBRL parser, the fact queries, stitching, and the Financials getters. The recurring shape is a lookup keyed too narrowly to tell filed facts apart - a context ID, a currency, a concept…

v5.56.0 · 2026-09-02

Twenty-seven entries, led by the XBRL dimensional and calculation models. Both were keyed too coarsely - axes and domains by concept when they belong to a role, calculation edges by concept when a concept can roll up…

04 · Who maintains Edgar Tools

EdgarTools is maintained by dgunning. It's the only MCP server we track from this author; the repo dates to Dec 2022.

05 · Facts

repository: github.com/dgunning/edgartools
category: finance - ranked #1 of 318 actively-maintained finance servers as of 2026-09-18.
release cadence: 10+ releases in the last 90 days (latest 2026-09-11)
registry: io.github.dgunning/edgartools (active, first published 2026-03-06)
packages: pypi:edgartools

06 · Edgar Tools FAQ

What is Edgar Tools?

Is Edgar Tools still maintained?

Yes - as of 2026-09-18, its last commit was 2026-09-17 and it shipped 10+ releases in the last 90 days. We re-verify nightly.

How do I install Edgar Tools?

Run `uvx edgartools`. The README documents one environment variable (EDGAR_IDENTITY) to set first. You can also paste the ready-made client config above.

Does Edgar Tools run locally?

Yes - it's a stdio server: it runs on your machine (via uvx) with your user's permissions. Your data stays local unless the server itself calls external APIs.

07 · Alternatives to Edgar Tools

Alternatives to Edgar Tools

Maintained finance servers if Edgar Tools isn't the fit.

Pairs well with

Servers that cover what Edgar Tools doesn't - only shown when the pairing reason fits the companion.

head to head · CCXT vs Edgar Tools · Edgar Tools vs Yahoo Finance (narumiruna) · Edgar Tools vs WebCrypt MCP Server

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