Available tools
8 tools| Tool | Description |
|---|---|
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 |
Setup
A few steps to connect your AI agents to SEC EDGAR.
- 1
Create Your Account
Sign up for PatchOps.
- 2
Enable SEC Connector
No credentials needed, SEC data is public. Just enable the connector.
Connect to your AI assistant
Pick the tool your team uses for the exact setup steps.
- 1
Open Claude settings
Launch Claude, click the profile button (bottom left), and go to Settings.
- 2
Access connectors
Open the Connectors tab, scroll to the bottom, and click “Add custom connector”.
- 3
Name your connector
Enter any name you’d like for this connector.
- 4
Get the connector URL
Log in to PatchOps, open the /mcp page, and copy the connector URL you want to use.
- 5
Add the connector
Paste the URL into the “Remote MCP server URL” box and click Add.
- 6
Start using
Your SEC EDGAR connector is ready to use in Claude.