# edgar.tools — SEC Filing Intelligence Platform

> For AI agents: use the structured API or MCP server. Do not scrape the web app.

## Overview

edgar.tools is a SEC filing analysis platform with specialized filing viewers across the EDGAR form universe, XBRL financials, insider trading intelligence, mutual fund and ETF data, prospectus deal analysis, company screening, disclosure search, and an AI plugin (MCP server) for AI agents. Built for analysts, developers, and AI agents.

## URLs

- Web App: https://app.edgar.tools
- Marketing Site: https://www.edgar.tools
- REST API: https://app.edgar.tools/api/v1/
- AI Plugin (MCP Server): https://app.edgar.tools/ai-plugin (landing page) and https://app.edgar.tools/mcp (server endpoint)
- MCP Tier Reference: https://app.edgar.tools/docs/mcp/tiers
- Claude in Excel: https://www.edgar.tools/mcp/excel (using the connector from inside the Claude in Excel add-in — the add-in picks up the connectors already on your Claude account, so there is no separate setup in Excel; five downloadable .xlsx workbooks with a Sources tab, and the Workbook Refresh recipe that fills a sheet you already have and cites every figure)
- Documentation: https://app.edgar.tools/docs

## Key Pages

- /tools — Free EDGAR utilities hub: CIK lookup, live filings, company directory, disclosure browser
- /tools/cik-lookup — Convert a ticker or company name to its SEC CIK number (free JSON API at /tools/cik-lookup.json?q=)
- /companies — Browse and search public companies by sector, industry, exchange, country
- /companies/{ticker} — Company profile with filings, financials, insider activity
- /filings — Real-time SEC filing stream
- /screens — Custom filing screens with multi-dimensional filters
- /funds — Search 40,000+ SEC-registered mutual funds and ETFs
- /funds/{ticker} — Fund profile with holdings, expenses, share classes
- /funds/family/{cik} — Fund family page with all series
- /insider-trades — Insider trading intelligence (186K+ filings, 802K+ transactions)
- /disclosure-search — Full-text search across SEC disclosures with topic browsing
- /pricing — Pricing tiers and feature comparison
- /enterprise — Enterprise (Internal Seats / OEM-Embed / Data Feed) — talk to sales

## Features

### Filing Analysis
- Custom filing viewers covering 10-K, 10-Q, 8-K, Forms 3/4/5, Form 144, 13F-HR, NPORT-P, N-CSR/N-CSRS, Form C, Form D, SC 13D/G, DEF 14A, 20-F, 40-F, S-1, S-4, 25-NSE, and 424B prospectus supplements
- Real-time SEC filing stream
- AI-powered filing summaries (business descriptions, 8-K events)
- Filing document viewer for all other form types

### Prospectus Deal Analysis (424B)
- Structured data extraction from 424B prospectus supplement filings
- 8 offering types: firm commitment, ATM, PIPE/resale, structured note, debt, rights, best efforts, exchange
- Deal economics: offering price, shares, proceeds, fees, underwriting discount, dilution
- Full underwriting syndicate with lead bookrunner
- Dilution waterfall and capitalization table (Professional)
- Shelf lifecycle timeline showing every takedown (Professional)
- Structured note term sheets for 424B2 filings (Professional)

### Company Screening
- Saved screens that slice the SEC filing universe
- 9 filter dimensions: form groups, GICS sectors, exchanges, market caps, domicile, strategies
- Live filing stream per screen
- Professional: 10 screens, Analyst+: unlimited screens

### Company Browse
- Browse companies by GICS sector, FF-48 industry group, stock exchange, country
- Accordion sidebar navigation from sector to industry to companies
- Infinite scroll company listings

### Financial Data
- XBRL financial statements (income, balance sheet, cash flow)
- Financial ratios and TTM calculations
- Export watchlists to Excel (.xlsx) and the adviser directory to CSV (Analyst)

### Insider Trading
- Form 4 transaction analysis with sentiment scoring
- Executive compensation data
- Institutional 13F holdings with portfolio tracking

### Mutual Funds & ETFs
- Searchable directory of 40,000+ SEC-registered funds
- Fund profile pages with share class details and family navigation
- Holdings from NPORT-P filings (up to 25 positions for Professional users)
- Expense ratios and 1/5/10-year returns from N-CSR filings
- Fund family pages showing all series under an investment company

### Disclosure Search
- Full-text search across SEC disclosures
- 12 curated XBRL topic categories (Revenue, Leases, Segments, etc.)
- Year-over-year comparison and novelty scoring
- Smart query expansion with 60+ financial acronym mappings

### Company Tracking
- Watchlists with daily email digest alerts
- Company dashboards with financial metrics
- Filer category classification

## For AI Agents

### Free CIK Lookup API (no auth)

`GET https://app.edgar.tools/tools/cik-lookup.json?q=<ticker, company name, or CIK>` resolves any SEC EDGAR filer to its CIK. Returns `{query, count, results: [{cik, cik_padded, name, ticker, exchange, company_url}]}`. No API key, no login.

### AI Plugin / MCP Server (live)

The MCP server at https://app.edgar.tools/mcp is tier-aware: `tools/list` returns
only what the calling account's plan includes, and a cross-tier invocation returns
a `tier_denied` envelope naming the tier that unlocks it.

Individual tools are deliberately NOT enumerated here — this file is hand-maintained
and a copied list goes stale the moment a tool ships. The authoritative surfaces are
generated from the same source as the server itself:

- Per-tool tier mapping: https://app.edgar.tools/docs/mcp/tiers
- Full tool reference with arguments and response shapes: https://app.edgar.tools/docs/mcp/tools
- Recipe prompts and slash commands: https://app.edgar.tools/docs/mcp/prompts

What each tier adds:

**FREE**: company and entity search, filing lists, a one-call company brief, 13F
manager holdings, the recipe catalogue, and the recipe prompts.

**PROFESSIONAL**: adds XBRL financials (snapshot, full statements, multi-year
trends), multi-company comparison, insider activity, institutional ownership,
real-time material events, the live filing feed, disclosure search, financial-note
search, filing-section extraction, AI filing analysis and the one-call filing
reader, universe membership, typeset reports, and fund + adviser intelligence.

**ANALYST**: adds the people graph (person_intel), the composed account dossier
(account_dossier), universe screening (screen_companies), and the Analyst slash
command (/edgar:earnings_postmortem) — a template that chains the aggregation
tools into a fixed-section synthesis.

Two prompt families, and only one of them is a tier lever. The Analyst slash
commands above are gated. **Recipe prompts are free at every tier** — every
published recipe registers as a prompt, so fetching one costs nothing regardless
of plan. Running a recipe end to end is a separate question: the tools it calls
stay individually tier-gated, so a free user hits the paywall on the gated tool
rather than at the prompt list. Do not describe recipe prompts as a paid feature.

### REST API
- 40+ endpoints at /api/v1/
- JSON responses, API key authentication
- Companies, filings, financials, watchlists, insider data
- Rate limits: Free 100 API calls/day, Professional 10,000 API calls/day, Analyst 50,000 API calls/day

## Pricing

| Tier | Price | What you get |
|------|-------|--------------|
| Free | $0 | Read every filing. 100 API calls/day, 1 API key, 1 watchlist (25 companies), 1 screen, the live filing feed, and the free tier of the MCP server (company search, filing browsing, one-call company brief) including the recipe prompts. |
| Professional | $30/month | Track filings that move your decisions, analyzed in 60 seconds. Unlimited tracking and watchlists, 10 screens, 500 AI analyses/mo, 10,000 API calls/day, 5 API keys, full filing downloads (every exhibit, as a ZIP), the full MCP research toolkit (financials, signals, real-time material events, live feed, fund + adviser data). 7-day trial. |
| Analyst | $109/month, or $999/year | Everything in Professional, plus research deeper than Pro can fit. 5,000 AI analyses/mo, Research Hubs for funds and advisers, universe screening (screen_companies + membership explain), Keyword Sentinels (30 phrases), HMAC-signed webhooks, advanced disclosure search (novelty + diff + NEAR), 50,000 API calls/day, 10 API keys, Excel + CSV export (model workbooks capped at 25/day), priority email support, the full MCP surface + the Analyst slash commands. Recipe prompts are free at every tier. 7-day trial. |
| Data | Custom (annual license) | Own the datasets underneath — annual license for your product or research, maintained, non-exclusive, scoped to your use. À la carte instead: per-dataset subscriptions and one-time ZIPs at https://www.edgar.tools/data. Email data@edgar.tools. |

Need org-wide seats? Email support@edgar.tools. Seats by invoice, Microsoft sign-in, terms scoped per contract. Annual data licenses are scoped the same way, not sold as a self-serve tier.

## Consulting

edgar.tools offers SEC data consulting for teams building AI agents and financial AI products. We help teams ship MCP server integrations, RAG grounding pipelines, XBRL extraction at scale, and production EDGAR infrastructure. Created by the author of the open-source edgartools Python library (9M+ downloads, nearly 1M monthly). Three fixed-price engagements from $5,000.

- SEC Data Consulting: https://www.edgar.tools/consulting — MCP & AI agent integration, RAG grounding, XBRL extraction, production SEC data infrastructure. Three fixed-price engagements: Sprint ($5K+), Architecture Review ($15K+), Pipeline Build ($35K+).
- XBRL Consulting: https://www.edgar.tools/consulting/xbrl — XBRL data extraction, taxonomy mapping, pipeline builds for AI and data teams.
- Free Architecture Review: https://www.edgar.tools/consulting/review — Complimentary assessment of your SEC data pipeline.

## Comparisons

- edgar.tools vs sec-api.io: https://www.edgar.tools/vs/sec-api — Filing intelligence platform vs raw data API. edgar.tools offers AI summaries, insider sentiment, prospectus analysis, and a visual UI; sec-api.io offers raw filing data and full-text search API.
- edgar.tools vs BamSEC: https://www.edgar.tools/vs/bamsec — Full-stack SEC intelligence platform vs filing document reader. edgar.tools adds financials, insider data, institutional holdings, prospectus deal analysis, and API access.
- edgar.tools vs Calcbench: https://www.edgar.tools/vs/calcbench — Both extract XBRL financials. Calcbench specializes in deep XBRL forensics ($6,000/yr); edgar.tools adds insider trading, fund data, prospectus analysis, an AI plugin (MCP server) for AI agents, and specialized filing viewers (from $0).
- edgar.tools vs WhaleWisdom: https://www.edgar.tools/vs/whalewisdom — WhaleWisdom specializes in 13F hedge fund tracking with scoring algorithms. edgar.tools offers broader SEC coverage with financials, filing viewers, prospectus analysis, and API/MCP access.
- edgar.tools vs AlphaSense: https://www.edgar.tools/vs/alphasense — Enterprise AI research platform vs self-serve filing intelligence. AlphaSense covers broker research and expert transcripts behind an enterprise contract; edgar.tools is filings-native, transparently priced, and needs no sales call.
- edgar.tools vs Captide: https://www.edgar.tools/vs/captide — Both do agent-native filing extraction. Captide (acquired by Model ML) is sales-led with no public pricing and no self-serve signup; edgar.tools is self-serve from $0 with the same agent-accessible packaging.
- edgar.tools vs financialdatasets.ai: https://www.edgar.tools/vs/financial-datasets — Both are self-serve and MCP-first. financialdatasets.ai leads with market prices, crypto and macro rates alongside SEC-parsed fundamentals; edgar.tools is filings-native, with a free tier that does not expire and HMAC webhooks included at Analyst.

## Open Source

The edgar.tools platform is built on edgartools, the most-downloaded open-source Python library for SEC EDGAR data (9M+ PyPI downloads, nearly 1M monthly, 2,400+ GitHub stars): https://github.com/dgunning/edgartools