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edgartools

edgartools

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This tool connects your AI assistant to the U.S. Securities and Exchange Commission's public filing records, covering every company that has filed since 1994. Ask for a company's annual report numbers, quarterly earnings, insider stock trades, or major hedge fund holdings, and get clean, organized answers instead of digging through raw government documents yourself. It works with Claude Desktop and the Cline coding assistant. There's no account or payment required — you just install a small Python package and add a short entry to your app's settings file.

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Use This MCP server To

Look up a company's latest revenue and profit numbers Check what stock a company's executives just bought or sold See which hedge funds hold shares in a company Read the risk factors from a company's annual report Compare a company's earnings across the past several years Find out what major event a company just reported Track a fund's stock holdings over time

README

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EdgarTools — Python Library for SEC EDGAR Filings


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EdgarTools is a Python library for accessing SEC EDGAR filings as structured data. Parse financial statements, insider trades, fund holdings, proxy statements, and 20+ other filing types with a consistent Python API — in a few lines of code. Free and open source.

EdgarTools SEC filing data extraction demo

Why EdgarTools?

SEC EDGAR has every filing back to 1994, free — and almost none of it is ready to use. EdgarTools turns any filing into a typed Python object, so a 10-K's revenue is one line instead of an afternoon of XBRL parsing.

# Apple's latest income statement — rendered, standardized, done
from edgar import Company
Company("AAPL").get_financials().income_statement()

edgartools FAQ

Can I use this to check a company's latest earnings?
Yes — ask for a company by name or stock symbol and get its revenue, profit, and other numbers pulled straight from its official filing.
Can I use this to see insider stock trades?
Yes — you can ask which executives or major shareholders recently bought or sold shares, straight from their official government reports.
Which apps can I use this with?
It's built for Claude Desktop and the Cline coding assistant, and it can work with other AI apps such as ChatGPT and Gemini if they support the same kind of tool connections.
Do I need a paid account or key to use this?
No — the government's filing system is free and open to everyone. You just add your email address once so the system knows who is requesting data, similar to how a library asks for your name at the front desk.
How hard is this to set up?
You'll need to install a small Python package and paste a short entry into your app's settings file, so some comfort with following technical instructions helps.
Does this only cover well-known, large companies?
No — it covers every company that has filed with the SEC since 1994, from major corporations down to small public companies.
Can I see what a hedge fund owns?
Yes — large investment firms are required to report their stock holdings, and you can ask for any fund's latest portfolio.
Can I use this to research a company before investing?
Yes — you can pull its financial statements, recent news events, and insider trading activity in one place instead of searching multiple government pages.