How to Query SEC EDGAR Filings with an MCP Server

March 07, 2026

The Model Context Protocol (MCP) is an open standard that lets AI assistants connect to external data sources through a unified interface. Instead of copying and pasting filing data into chat windows, you connect your AI client directly to SEC EDGAR and query filings in natural language. The assistant calls the data source, gets structured results, and presents them — no manual lookup required.

CMD+RVL's EDGAR MCP Server exposes SEC EDGAR filing metadata through this protocol. This guide walks through connecting it to Claude Desktop, Claude CLI, and Codex CLI.

What You Can Query

The EDGAR MCP Server supports natural language queries across all SEC filing types:

Annual reports (10-K) — "Show me Amazon's latest 10-K filing"
Quarterly reports (10-Q) — "List Microsoft's 10-Q filings from Q4 2025"
Current reports (8-K) — "What 8-K filings did Tesla file this month?"
Proxy statements (DEF 14A) — "Find Apple's most recent proxy filing"
Insider filings (Form 4) — "How many Form 4 filings were submitted yesterday?"
Amended filings — "List amended filings for Goldman Sachs in 2025"

You can also ask aggregate questions: counts, trends, filing frequency by company, cadence analysis, and time-windowed comparisons.

Prerequisites

Before connecting, you'll need:

An API key — Request access on the MCP Servers page. You'll receive a key via email.
Node.js 18+ — Required for the
```
mcp-remote
```
bridge (Claude Desktop) or SSE transport.
An MCP-compatible client — Claude Desktop, Claude CLI, or Codex CLI.

Connecting to Claude Desktop

Claude Desktop uses

mcp-remote

as a bridge to connect to SSE-based MCP servers.

1. Open your config file:

~/Library/Application Support/Claude/claude_desktop_config.json

On Windows, check

%APPDATA%\Claude\

2. Add the EDGAR server:

{
  "mcpServers": {
    "edgar": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://edgar.cmdrvl.com/mcp",
        "--header",
        "X-API-Key: your-api-key",
        "--header",
        "MCP-Session-ID: your-session-id"
      ]
    }
  }
}

Replace

your-api-key

with the key you received. The

your-session-id

can be any identifier you choose (e.g., "desktop-1").

3. Restart Claude Desktop. The EDGAR tools should appear in your available tools list.

Connecting to Claude CLI

Claude CLI connects directly via SSE — no bridge needed.

1. Open your settings file:

~/.claude/settings.json

2. Add the EDGAR server:

{
  "mcpServers": {
    "edgar": {
      "type": "sse",
      "url": "https://edgar.cmdrvl.com/mcp",
      "headers": {
        "X-API-Key": "your-api-key",
        "MCP-Session-ID": "your-session-id"
      }
    }
  }
}

3. Start a new Claude CLI session. Try asking: "How many 10-K filings were submitted last week?"

Connecting to Codex CLI

Codex uses TOML configuration with environment variables for credentials.

1. Open your config file:

~/.codex/config.toml

2. Add the EDGAR server:

[mcp_servers.edgar_mcp]
type = "sse"
url = "https://edgar.cmdrvl.com/mcp"

# Headers read from environment variables
env_http_headers = { "X-API-Key" = "EDGAR_MCP_API_KEY", "MCP-Session-ID" = "EDGAR_MCP_SESSION_ID" }

startup_timeout_sec = 60
tool_timeout_sec = 120

3. Set your environment variables, then start a new Codex session:

export EDGAR_MCP_API_KEY="your-api-key"
export EDGAR_MCP_SESSION_ID="your-session-id"

Example Queries

Once connected, try these:

Query	What it returns
"How many 8-K filings were submitted yesterday?"	Count of 8-K filings for the previous trading day
"Show me Microsoft's 10-Q filings from Q4 2025"	List of Microsoft's quarterly reports from Oct–Dec 2025
"What companies filed the most 10-Ks last month?"	Ranked list of filers by 10-K volume
"List amended filings for Tesla in 2025"	All amended filings (10-K/A, 10-Q/A, etc.) for Tesla
"What's the filing cadence for JPMorgan?"	Frequency analysis of JPM's filing patterns

The server handles date parsing, quarter boundaries, and company name resolution automatically. You can use natural language dates ("last week", "Q3 2025", "since January") and company names or CIK numbers.

Using a Different Client?

The EDGAR MCP Server uses the SSE transport at

https://edgar.cmdrvl.com/mcp

. Any MCP-compatible client — Cursor, VS Code with an MCP extension, Windsurf, or a custom integration — can connect using the same endpoint and headers. The two required headers are