SEC Intelligence

Monitor real-time SEC filings and insider trading activity to stay ahead of market moves.

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What it can do

  • Search Companies: Search for SEC-registered companies by name, ticker symbol, or CIK number. Use this to resolve a company before calling other tools. Returns basic company info — not filings or finan
  • Get Live Filings: Get recent SEC filings from a real-time feed (48-hour window). Without filters, returns a summary of filing activity with notable highlights. With filters (form type, company), retur
  • Get Insider Trades: Get insider trading activity (SEC Forms 3, 4, 5) for a company. Shows who's buying, selling, or exercising options — with transaction details and overall sentiment. Use search_comp

What data it sees

Do you need an account

No: the server works without sign-in

Monitor real-time SEC filings and insider trading activity to stay ahead of market moves. Evaluate company health using comprehensive financial ratios and TTM statements. Investigate material events and narrative disclosures to identify risks and corporate shifts.

How to connect

How to connect SEC Intelligence to Claude

The server address to paste into Claude settings:

https://sec-intelligence--edgartools.run.tools

  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 SEC Intelligence to ChatGPT

The server address to paste into ChatGPT settings:

https://sec-intelligence--edgartools.run.tools

  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 SEC Intelligence to Cursor

The server address to paste into Cursor settings:

https://sec-intelligence--edgartools.run.tools

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 (9)

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

search_companiesSearch for SEC-registered companies by name, ticker symbol, or CIK number. Use this to resolve a company before calling other tools. Returns basic company info — not filings or financial data.
get_live_filingsGet recent SEC filings from a real-time feed (48-hour window). Without filters, returns a summary of filing activity with notable highlights. With filters (form type, company), returns individual filings. Best for monitoring what's happening right now.
get_insider_tradesGet insider trading activity (SEC Forms 3, 4, 5) for a company. Shows who's buying, selling, or exercising options — with transaction details and overall sentiment. Use search_companies first to get the CIK.
get_material_eventsGet material events (8-K filings) for a company, with structured item classification. Shows M&A activity, leadership changes, earnings releases, bankruptcy, and other significant corporate events. Use search_companies first to get the CIK.
get_financial_ratiosGet financial ratios for a company from its latest annual filing (10-K). Returns 12 ratios across profitability, returns, liquidity, and leverage. Use search_companies first to get the CIK.
get_ttm_financialsGet trailing twelve months (TTM) financial statements for a company. Returns line-item detail for income statement, balance sheet, and/or cash flow. TTM aggregates the most recent four quarters, giving an up-to-date annual view. Use search_companies first to get the CIK. Args: cik: Company CIK number statement: Optional filter: "income_statement", "balance_sheet", or "cash_flow". Omit to get all three.
search_disclosuresSearch narrative text disclosures (XBRL TextBlock) across a company's filings. Finds revenue recognition policies, risk factors, segment details, and other narrative content in 10-K and 10-Q filings. Returns matching snippets with filing context. Automatically expands acronyms (AI, ESG, M&A) with synonyms. Use search_companies first to get the CIK. Args: cik: Company CIK number query: Search keyword or phrase form: Optional "10-K" or "10-Q" filter year: Optional fiscal year filter max_results: Max results (default 10, max 25) diff_only: Only return results where terms appear in changed text vs prior year min_novelty: Minimum novelty score (0.0-1.0) to filter boilerplate
search_advisersSearch SEC-registered investment advisers by firm name or CRD number. Returns basic adviser info including AUM, location, and disciplinary flags. Use this to find an adviser before calling get_adviser_profile.
get_adviser_profileGet detailed profile for an investment adviser by CRD number. Includes firm info, AUM, client types, compensation, and compliance flags. Professional tier adds full executive list, private funds, and disciplinary details. Use search_advisers first to find the CRD number.