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SEC EDGAR

Live

Free access to all SEC filings, XBRL financials, insider trading, and company data for every public company.

What is SEC EDGAR?

Query SEC EDGAR for 10-K, 10-Q, 8-K filings, XBRL financial facts (revenue, capex, D&A, reserves), insider trading (Form 4), and cross-company financial comparisons. Includes E&P-specific convenience methods for upstream financial analysis. No API key required.

Available Tools

  • searchCompany
    Find companies by name or ticker
  • getCompanyFacts
    All XBRL financial facts for a company
  • getEPFinancials
    Key E&P metrics: revenue, capex, D&A, reserves
  • compareCompanies
    Compare financial metrics across companies
  • getCompanyConcept
    Single metric across all filings
  • searchFilings
    Full-text search across all SEC filings
  • getInsiderTrading
    Insider transaction filings (Form 3/4/5)
  • getXbrlFrame
    Cross-company data for one concept/period

Requirements

  • No API key needed
    SEC EDGAR is fully public
  • Compatible AI agent
    Works with Claude, ChatGPT, Cursor

Quick Setup Guide

Follow these steps to connect your AI agents to this connector

Sign up for PatchOps.

No credentials needed — SEC data is public. Just enable the connector.

Connect to Your AI Assistant

Choose your AI assistant below for specific setup instructions

Follow these steps to connect SEC EDGAR to Claude:

Step 1: Open Claude Settings

Launch Claude → Click the profile button (bottom left) → Navigate to Settings

Step 2: Access Connectors

Scroll down to the Connectors tab → Navigate to the bottom → Click “Add Custom Connector”

Step 3: Name Your Connector

Enter any name you'd like for this connector

Step 4: Get the Connector URL

Log in to PatchOps → Navigate to the /mcp page → Copy the connector URL you want to use

Step 5: Add the Connector

Paste the URL in the “Remote MCP Server URL” text box → Click Add

Step 6: Start Using

Your connector is now ready to use in Claude

Follow these steps to connect SEC EDGAR to ChatGPT:

Step 1: Enable Developer Mode

Go to Settings → Connectors → Advanced → Enable Developer mode

Step 2: Create New Connector

Go back to Connectors page → Click “Create” (top right)

Step 3: Name Your Connector

Enter any name you'd like for this connector (descriptions are optional)

Step 4: Get the Connector URL

Log in to PatchOps → Navigate to the /mcp page → Copy the connector URL you want to use

Step 5: Add the URL

Paste the URL in the “MCP Server URL” text box

Step 6: Set Authentication

Click the authentication dropdown → Select “No authentication” (PatchOps handles authentication internally)

Step 7: Create the Connector

Click “I understand and want to continue” checkbox → Press Create

Step 8: Using the Connector

Start a new chat → Click the + button (left of text box) → Open dropdown → Hover over three dots labeled “More” → Select your connector

Instructions for connecting SEC EDGAR to GitHub Copilot:

Coming Soon

Detailed setup instructions for GitHub Copilot will be added here.

For other MCP-compatible platforms:

Step 1: Get the Connector URL

Log in to PatchOps → Navigate to the /mcp page → Copy the connector URL you want to use

Step 2: Add to Configuration

Add this configuration to your MCP settings file. Replace the URL with your specific connector URL from the /mcp page:

"SEC EDGAR-MCP": {
  "url": "https://patchops.ai/api/mcp/...",
  "type": "http"
}

Example Configuration

Here’s an example using PatchOps MCP:

"PatchOps-MCP": {
  "url": "https://patchops.ai/api/mcp/...",
  "type": "http"
}