Filings Intel MCP

SEC EDGAR filings for AI agents: company lookup, filings, financials, insider trades.

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What it can do

    What data it sees

    Do you need an account

    No: the server works without sign-in

    SEC EDGAR filings for AI agents: company lookup, filings, financials, insider trades. No keys.

    How to connect

    How to connect Filings Intel MCP to Claude

    The server address to paste into Claude settings:

    https://filings.datakoot.com/mcp

    1. Open Claude (claude.ai or the desktop app).
    2. Go to Settings → Connectors.
    3. Click Add custom connector.
    4. Paste the server address copied below into Remote MCP server URL and click Add.
    5. 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 Filings Intel MCP to ChatGPT

    The server address to paste into ChatGPT settings:

    https://filings.datakoot.com/mcp

    1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
    2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
    3. Open Settings → Connectors and click Create.
    4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
    5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
    6. 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 Filings Intel MCP to Cursor

    The server address to paste into Cursor settings:

    https://filings.datakoot.com/mcp

    Fastest: click Open in Cursor below and confirm the prompt.

    Manually:

    1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
    2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
    3. 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 (5)

    Raw names from tools/list. Only developers need these.

    company_lookupResolve a stock ticker or company name to its SEC identity: CIK number, official name, ticker(s), exchange(s), industry (SIC), and fiscal year end. Start here before other Filings Intel calls.
    recent_filingsList a company's most recent SEC filings (10-K annual reports, 10-Q quarterly, 8-K material events, S-1 IPO registrations, etc.) with filing dates and direct document links. Optionally filter by form type.
    filing_searchFull-text search across all EDGAR filings for a keyword or phrase (e.g. a risk factor, product name, or executive). Returns matching filings with company, form type, and date. Optionally restrict to a form type.
    financialsGet reported financial facts for a company from XBRL data in its filings: revenue, net income, total assets, liabilities, equity, EPS, and cash — most recent reported values, or the full history of one specific us-gaap concept.
    insider_transactionsList recent insider ownership filings (Form 3/4/5) for a company — the filings officers, directors, and 10% owners submit when they buy or sell shares. Returns the filings with dates and links.