The SEC MCP Server connects AI agents directly to live EDGAR filings — income statements, balance sheets, cash flow, multi-company comparisons — all queryable in plain language. No spreadsheets. No data exports. No wrangling.
Every financial data API gives you raw numbers. The SEC MCP Server gives your AI the ability to reason about those numbers — structured, sourced directly from EDGAR filings, and delivered as context your AI can use, not a spreadsheet you have to interpret yourself.
Sourced directly from SEC EDGAR — the same filings institutions use. Income statements, balance sheets, and cash flow for every public company, updated as filings are submitted.
Your AI asks. The server answers. No query language, no formulas, no data schema to memorize. Just ask what you want to know and get structured financial data back instantly.
Compare any two or more public companies across any financial metric in a single query. Something no spreadsheet, no dashboard, and no other AI tool can do in one step.
Your queries are private. No shared infrastructure, no logging of your research. What you ask stays between you and the server.
TradingView, Trade Ideas, Bloomberg — every platform on the market works with pre-structured numerical data or price patterns. None of them can read 10-K narrative sections, parse proxy filings, or screen by derived fundamentals you define on the fly. Here's what that unlocks.
"Track how Apple described China risk in their 10-K risk factor sections from 2019 to 2024, and show how their actual China revenue percentage changed over the same period."
| Year | 10-K Risk Language (excerpt) | China Revenue % | Signal |
|---|---|---|---|
| 2019 | "tariff and trade policy uncertainty may adversely affect demand" | 17.8% | Neutral |
| 2021 | "dependence on third-party manufacturers in China… supply chain concentration risk" | 19.2% | ↑ Growing |
| 2023 | "geopolitical tensions and increased regulatory scrutiny in China may restrict our ability to conduct business" | 17.5% | ↓ Declining |
| 2024 | "intensifying competition from domestic Chinese smartphone manufacturers… market share pressure in Greater China" | 15.1% | ↓ Accelerating |
"Find S&P 500 software companies where free cash flow exceeded net income by more than 20% for three consecutive years AND gross margins improved each year. Rank by FCF premium."
| Company | Avg FCF / NI Premium | Gross Margin Trend | 3yr FCF CAGR | Quality Score |
|---|---|---|---|---|
| Visa (V) | +48% | ↑ 79% → 81% | +12.4% | ★★★★★ |
| Microsoft (MSFT) | +41% | ↑ 68% → 72% | +18.7% | ★★★★★ |
| Intuit (INTU) | +35% | ↑ 79% → 83% | +9.8% | ★★★★☆ |
| Automatic Data (ADP) | +31% | ↑ 45% → 48% | +8.2% | ★★★★☆ |
"For the 10 largest S&P 500 companies, compare CEO total compensation growth to total shareholder return over the last 5 years. Which executives are most disconnected from performance?"
| CEO / Company | 5yr Comp Growth | 5yr TSR | Pay-Performance Gap |
|---|---|---|---|
| Jensen Huang / NVDA | +312% | +1,840% | Aligned ↑ |
| Tim Cook / AAPL | +18% | +290% | Aligned ↑ |
| Andy Jassy / AMZN | +220% | +68% | Misaligned ⚠ |
| Sundar Pichai / GOOGL | +195% | +112% | Mild gap ⚠ |
"Analyze capital efficiency trends across the Magnificent 7 tech companies over the last 5 years. For AAPL, MSFT, GOOGL, AMZN, META, NVDA, and TSLA: calculate the ratio of Free Cash Flow to R&D Expense for each year, show which companies generate the most cash per dollar of R&D investment, and identify any companies where capex is growing faster than revenue."
| Company | FY2021 FCF/R&D | FY2025 FCF/R&D | Trend | Efficiency Score |
|---|---|---|---|---|
| NVDA | 1.48× | 5.55× | ↑ +275% | ★★★★★ |
| AAPL | 4.25× | 2.86× | ↓ −33% | ★★★★☆ |
| MSFT | 3.12× | 2.94× | ↓ −6% | ★★★☆☆ |
| META | 2.18× | 1.87× | ↓ −14% | ★★★☆☆ |
| GOOGL | 2.89× | 2.41× | ↓ −17% | ★★★☆☆ |
| TSLA | 2.46× | 0.94× | ↓ −62% | ★★☆☆☆ |
| AMZN | N/A* | N/A* | — | Data issue |
*Amazon classifies R&D as "technology and infrastructure" expense rather than a separate R&D line item — server auto-flagged this accounting quirk.
Bloomberg Terminal costs $25,000/year and requires Excel exports for custom analysis. Yahoo Finance is free but limited to single-company views. The SEC MCP Server delivers institutional-grade financial intelligence with zero manual work.