Sec MCP server

@pipeworx/sec

SEC EDGAR company lookup, filing lists, and XBRL financial facts for US public companies — keyless, straight from the SEC's own APIs.

Part of Pipeworx — an MCP gateway connecting AI agents to 1679+ live data sources.

Tools

• search_companies(query) — full-text company search over EDGAR; returns matching entities with CIKs.
• getcompanyfilings(cik, form_type?) — recent filings (10-K, 10-Q, 8-K, …) for a company by CIK, ticker, or name.
• getcompanyfacts(cik) — annual financial snapshot from XBRL companyfacts. latestannual gives revenue, net income, operating income, gross profit, assets, liabilities, equity, cash, EPS and shares for the most recent fiscal year, each resolved to whichever us-gaap concept the filer currently reports under. keyfinancials has the per-concept detail, current concepts first; concepts the filer has retired are kept (a historical series still needs them) but flagged stale: true with a stale_note naming the replacement.

Not-found is a message, not a status code: a CIK EDGAR has never issued says so and points at edgartickertocik; a CIK that exists but files no XBRL (funds, trusts, individuals) is named and pointed at getcompany_filings; a ticker or name that resolves to nothing says what a valid one looks like. EDGAR covers US-registered filers only — foreign listings (603986.SS, NESN) are absent unless the company also files in the US.

Auth

Keyless. The SEC requires a descriptive User-Agent on every request; the pack sends one.

Data sources

• — full-text company search.
• — filing history.
• — XBRL facts.

Three traps in companyfacts, all handled in shared/src/xbrl.ts (fleet #594, 2026-08-28):

• fy is the fiscal year of the FILING, not the period. A 10-K carries prior years as comparatives, all stamped with the filing's fy. Amazon's FY2020 net income shows fy=2022 because the FY2022 10-K restated it. The pack derives year from period_end and never sorts by fy.
• frame sits on the LAST-FILED fact for a period. Since proxies (DEF 14A) started carrying XBRL, a filer's recent annual frames can all live on the proxy, so "10-K with a frame" silently stops years early. The pack ignores frame and picks the latest period_end among annual-report forms, tie-broken by latest filed (a restated figure wins).
• Retired concepts look current per-concept. Microsoft's Revenues stops at FY2010 (ASC 606 moved it to RevenueFromContractWithCustomerExcludingAssessedTax). Every figure carries its fiscal year, stale concepts are flagged and sorted last, and latest_annual always leads with the concept the filer uses now.

Quick Start

Add to your MCP client (Claude Desktop, Cursor, Windsurf, etc.):

{
  "mcpServers": {
    "sec": {
      "url": "https://gateway.pipeworx.io/sec/mcp"
    }
  }
}

What this endpoint actually serves

tools/list at https://gateway.pipeworx.io/sec/mcp returns the tools in the table above plus the shared Pipeworx meta-tools — askpipeworx, discovertools, search_within, remember/recall and the rest of the gateway-wide set. So the tool count you see is larger than this table: a single-pack endpoint currently lists roughly 30 shared tools alongside the pack's own. The connection's initialize response states its exact scope, and is the authoritative answer for a given day.

Shortened. The full README is on GitHub.