External MCP · accounting & finance

SEC EDGAR MCP setup

This is an MCP server from stefanoamorelli/sec-edgar-mcp (AGPL-3.0) — not vendored in Barrios Skills. It connects Cursor or Claude to EDGAR filings, XBRL statements, and Form 3/4/5. Pair with the sec-edgar skill for CIK discipline and WRDS-vs-EDGAR guidance.

When to use EDGAR vs WRDS

EDGAR — filing text, XBRL facts, public insider Forms 3/4/5
WRDS — Compustat/CRSP panels, CCM, ExecuComp, TRACE/TAQ → wrds-mcp

Prerequisites

Python 3.11+ with uv (recommended — no Docker required)
A contact email for the SEC User-Agent string (fair-access requirement)

Important: Use your name and institutional email in SEC_EDGAR_USER_AGENT. Do not share another researcher's contact string.

Cursor config (uvx — recommended)

Add to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "sec-edgar-mcp": {
      "command": "uvx",
      "args": ["sec-edgar-mcp"],
      "env": {
        "SEC_EDGAR_USER_AGENT": "Your Name (you@university.edu)"
      }
    }
  }
}

Reload MCP servers in Cursor. First run downloads the package via uvx.

Docker alternative

{
  "mcpServers": {
    "sec-edgar-mcp": {
      "command": "docker",
      "args": [
        "run", "-i", "--rm",
        "-e", "SEC_EDGAR_USER_AGENT=Your Name (you@university.edu)",
        "stefanoamorelli/sec-edgar-mcp:latest"
      ]
    }
  }
}

Verify

Ask the agent: “Resolve the CIK for Apple Inc. and list the latest 10-K accession.” Confirm company name and filing date before trusting further pulls.

Pair with the skill

Install or copy sec-edgar into your agent skills folder. The skill enforces CIK resolution, sample inspection, and when to prefer WRDS panels.

Markdown install notes also live in the repo: install/sec-edgar-mcp.md.