filingapi
SEC filings, earnings transcripts, guidance signals & macro calendar for S&P 500.
What it can do
What data it sees
Do you need an account
No: the server works without sign-in
SEC filings, earnings transcripts, guidance signals & macro calendar for S&P 500. 11 MCP tools.
How to connect
How to connect filingapi to Claude
The server address to paste into Claude settings:
https://mcp.filingapi.dev/mcp
- Open Claude (claude.ai or the desktop app).
- Go to Settings → Connectors.
- Click Add custom connector.
- Paste the server address copied below into Remote MCP server URL and click Add.
- In a chat, click + → Connectors and switch the new connector on.
Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.
Authorization
After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.
How to connect filingapi to ChatGPT
The server address to paste into ChatGPT settings:
https://mcp.filingapi.dev/mcp
- Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
- Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
- Open Settings → Connectors and click Create.
- Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
- Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
- In a new chat open + → Apps/Connectors and enable the connector.
OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.
Authorization
On first use ChatGPT opens the service's sign-in window. Sign in and approve access.
How to connect filingapi to Cursor
The server address to paste into Cursor settings:
https://mcp.filingapi.dev/mcp
Fastest: click Open in Cursor below and confirm the prompt.
Manually:
- In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
- Paste the JSON copied below into
~/.cursor/mcp.json(per project:.cursor/mcp.jsonin the repo root). - Save the file. The server appears in the MCP list; authorize it there if asked.
Authorization
If the service needs sign-in, an authorize button appears next to the server in the MCP list.
Server tool list (10)
Raw names from tools/list. Only developers need these.
| get_filings | Get SEC filings (8-K, 10-Q, etc.) for a company by ticker symbol. Use this to see what filings are available for a company, with dates and accession numbers. Does not include guidance extraction - use get_guidance for that. |
| get_guidance | Get forward-looking guidance language extracted from a company's SEC filings, by ticker symbol. Use this when asked what a company said about future performance, revenue outlook, margin expectations, or other forward-looking statements. Note: results are keyword-matched sentences from filings and may include both forward guidance and recent reported results - read each sentence carefully to distinguish actual forward guidance from historical figures. |
| get_filing_detail | Get the full detail of a single SEC filing by ticker and accession number (the unique SEC filing ID, e.g. '0000320193-26-000011'). Use this after get_filings or get_guidance has identified a specific filing you want to inspect in full. |
| search_filings | Search across all SEC filings in the database by keyword, optionally filtered by ticker and date range (YYYY-MM-DD format). Use this for open-ended questions like "which companies mentioned supply chain issues" rather than looking up one known ticker. |
| get_transcript | Get all available earnings call transcripts for a company by ticker. Returns a list of transcripts (each with fiscal_quarter, fiscal_year, date, and speakers). If asked about a specific quarter, look for it within the returned list rather than expecting a single result - this endpoint does not currently filter server-side. Use this when asked what was said on an earnings call, as opposed to in written SEC filings. |
| get_earnings_calendar | Get upcoming earnings announcement dates with EPS and revenue estimates. Defaults to the next 7 days if no dates specified. Use this when asked about upcoming earnings, who reports this week, or when a specific company's next earnings date is. |
| list_sectors | List all available sectors with the number of tickers in each. Use this when asked about sectors, industries, or to find which sector a type of company falls under. Returns 11 GICS sectors covering the S&P 500. |
| get_sector_filings | Get recent SEC filings for all companies in a given sector. Sector names are case-insensitive, e.g. "Technology", "Energy", "Healthcare". Use list_sectors first if unsure of exact names. Optionally filter by event_type (earnings_release, acquisition, executive_change, restructuring, dividend, guidance_update). |
| get_company_info | Get sector, industry, and data coverage info for a company. Returns the company's GICS sector and industry classification, plus counts of available filings and transcripts. |
| get_signals | Get real-time AI sentiment signals derived from SEC 8-K filings. Each signal includes: ticker, bullish/bearish/neutral classification, confidence score (-100 to 100), a one-line summary, and key factors. Signals are generated by Claude Haiku within minutes of EDGAR publication. Use this when asked which companies have recently filed bullish or bearish 8-Ks, or to screen for sentiment shifts across the S&P 500. Default window is 30 days; set hours=24 for today only. |