// MCP TOOL REFERENCE

SECEDGAR TOOLS

10 tools from the Secedgar MCP Server, categorised by risk level.

View the Secedgar policy → Token cost: 4,027 tokens →

// ALL 10 SECEDGAR TOOLS

READ 10 tools

Read secedgar_company_search Find companies and retrieve entity info with optional recent filings. Entry point for most EDGAR workflows ... Read secedgar_dataframe_describe List dataframes (df_XXXXX_XXXXX) materialized by secedgar_fetch_frames, secedgar_search_filings, and secedg... Read secedgar_dataframe_query Run a single-statement SELECT against the canvas dataframes registered by secedgar_fetch_frames, secedgar_s... Read secedgar_fetch_frames Fetch SEC XBRL frames for one concept × one period across all reporting companies. Inline response returns ... Read secedgar_get_filing Fetch a specific filing's metadata and document content by accession number. Returns the primary document a... Read secedgar_get_financials Get historical XBRL financial data for a company. Accepts friendly concept names (e.g., "revenue", "net_inc... Read secedgar_get_insider_transactions Fetch Form 4 insider transactions (purchases, sales, grants, exercises) for a company by parsing SEC EDGAR ... Read secedgar_get_institutional_holdings Fetch 13F-HR quarterly institutional holdings by parsing the SEC EDGAR information table XML. Use ticker_or... Read secedgar_search_concepts Search supported XBRL financial concepts by keyword, statement group, or taxonomy. Use before secedgar_get_... Read secedgar_search_filings Search the full-text index of EDGAR filings since 1993. Supports exact phrases, boolean operators, wildcard...

// RUNNING THIS SERVER

The managed route: connect Secedgar through the PolicyLayer gateway — every tool call above is checked against your policy before it runs, with a full audit log.

DIRECT INSTALL (UNMANAGED) npx -y @cyanheads/secedgar-mcp-server

// FAQ

How many tools does the Secedgar MCP server have? +

The Secedgar MCP server exposes 10 tools across 1 categories: Read.

How do I enforce policies on Secedgar tools? +

Route the Secedgar server through the PolicyLayer gateway. Define allow, deny, or approval rules per tool in the dashboard — they are enforced on every call before it reaches the server.

What risk categories do Secedgar tools fall into? +

Secedgar tools are categorised as Read (10). Each category has a recommended default policy.

Let agents act without letting them run wild.

Route your MCP servers through PolicyLayer and every tool call is checked against your policy before it runs — allow, deny, or require approval. Per-identity grants. Full audit log. Live in minutes.

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4,600+ MCP servers and 31,000+ tools scanned and risk-classified.