Query SEC EDGAR From an MCP Client | CMD+RVL

Connect an MCP client to bounded SEC EDGAR filing metadata so it can query filings by company, form type, date range, amendment, and cadence.

CMD+RVL's EDGAR MCP Server exposes SEC EDGAR filing metadata through this protocol. It is built for search, filing history, and monitoring. It is not a filing validator or investment adviser. This guide shows how to connect it to Claude Code, Codex, and Claude Desktop.

What You Can Query

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

• 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, amended-filing checks, and time-windowed comparisons.

Prerequisites

Before connecting, you'll need:

1. An API key: Request EDGAR access. The server is in private beta.
2. A current MCP client: Use Claude Code, Codex, or Claude Desktop.
3. Node.js 18 or newer for Claude Desktop only: The Desktop setup below uses mcp-remote as a local bridge.

Connecting to Claude Desktop

Claude Desktop uses mcp-remote as a local bridge so it can send the API-key header to EDGAR.

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": [
        "-y",
        "mcp-remote",
        "https://edgar.cmdrvl.com/mcp",
        "--transport",
        "http-only",
        "--header",
        "X-API-Key:${EDGAR_MCP_API_KEY}"
      ],
      "env": {
        "EDGAR_MCP_API_KEY": "your-api-key"
      }
    }
  }
}

Replace your-api-key with the key you received.

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

Connecting to Claude Code

Claude Code connects directly over Streamable HTTP.

1. Replace your-api-key and run this command:

claude mcp add --transport http --scope user --header "X-API-Key: your-api-key" edgar https://edgar.cmdrvl.com/mcp

2. Check the saved server:

claude mcp get edgar

3. Start Claude Code. Use /mcp to check the connection. Then try: "How many 10-K filings were submitted last week?"

Connecting to Codex

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]
url = "https://edgar.cmdrvl.com/mcp"
env_http_headers = { "X-API-Key" = "EDGAR_MCP_API_KEY" }
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"

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 Streamable HTTP at https://edgar.cmdrvl.com/mcp. A compatible client needs the endpoint and the X-API-Key header. The client manages the MCP session.

If you need help with a specific client, reach out.

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The EDGAR MCP Server is currently in private beta. Request access.

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