sec-daily-mcp 0.1.0

package/LICENSE

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package/README.md

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+# SEC Daily MCP Server
+
+Official [Model Context Protocol (MCP)](https://modelcontextprotocol.io) server for the [SEC Daily API](https://www.secdailyapi.com) — gives AI assistants real-time access to SEC EDGAR filings, company data, and news.
+
+Works with any MCP-compatible AI tool: **Claude Desktop**, **Cursor**, **Windsurf**, **VS Code Copilot**, **ChatGPT Desktop**, **Cline**, **Continue**, and more.
+
+## Prerequisites
+
+- Node.js 20 or later
+- A SEC Daily API key — get one free at [secdailyapi.com](https://www.secdailyapi.com)
+
+## Setup
+
+### Claude Desktop
+
+Edit `~/Library/Application Support/Claude/claude_desktop_config.json` (macOS) or `%APPDATA%\Claude\claude_desktop_config.json` (Windows):
+
+```json
+{
+  "mcpServers": {
+    "sec-daily": {
+      "command": "npx",
+      "args": ["-y", "sec-daily-mcp"],
+      "env": {
+        "SEC_DAILY_API_KEY": "your-api-key-here"
+      }
+    }
+  }
+}
+```
+
+Restart Claude Desktop. The SEC Daily tools will be available automatically.
+
+### Cursor / Windsurf / Other MCP Clients
+
+Add the same block under your tool's MCP server configuration. The format is identical across all MCP-compatible clients.
+
+---
+
+## What the AI can do
+
+Once configured, your AI assistant can answer questions like:
+
+- *"Show me Apple's latest 10-K filing"*
+- *"What 8-K filings did Tesla submit this week?"*
+- *"Find all S-1 filings from the last 30 days"*
+- *"Look up NVIDIA's company profile and CIK"*
+- *"Get the latest SEC press releases"*
+- *"Show me Microsoft's 10-Q from last quarter"*
+- *"Find all Form 4 insider filings for Amazon this month"*
+
+---
+
+## Tool reference
+
+### `search_filings`
+
+Search and filter SEC EDGAR filings across all form types.
+
+| Parameter | Type | Description |
+|---|---|---|
+| `ticker` | string | Company ticker, e.g. `"AAPL"` |
+| `cik` | string | Company CIK (numeric) |
+| `accessionNumber` | string | Exact SEC accession number |
+| `formTypes` | string \| string[] | e.g. `"10-K"`, `["10-K","10-Q"]`, `"8-K"`, `"4"`, `"13F-HR"` |
+| `filingDate` | string | Exact date `YYYY-MM-DD` |
+| `filingDateStart` | string | Date range start `YYYY-MM-DD` |
+| `filingDateEnd` | string | Date range end `YYYY-MM-DD` |
+| `fieldset` | `"minimal"` \| `"standard"` \| `"full"` | Response size control |
+| `limit` | number | Results per page, default 200, max 1000 |
+| `cursor` | string | Pagination cursor from a previous response |
+
+### `get_entity`
+
+Look up a company's SEC profile. Requires either `ticker` or `cik`.
+
+| Parameter | Type | Description |
+|---|---|---|
+| `ticker` | string | e.g. `"AAPL"` |
+| `cik` | string | Numeric CIK string |
+
+Returns: name, CIK, ticker, exchange, SIC code, industry, state of incorporation, fiscal year end, address, website, former names.
+
+### `get_filing`
+
+Fetch a single filing by ID or accession number. Requires either `id` or `accessionNumber`.
+
+| Parameter | Type | Description |
+|---|---|---|
+| `id` | string | Internal filing ID |
+| `accessionNumber` | string | SEC accession number |
+
+### `get_news`
+
+Retrieve SEC press releases and market news.
+
+| Parameter | Type | Description |
+|---|---|---|
+| `newsType` | string | News category (default: `"PressReleases"`) |
+| `startDate` | string | Date range start `YYYY-MM-DD` |
+| `endDate` | string | Date range end `YYYY-MM-DD` |
+| `limit` | number | Results (default 40, max 100) |
+
+---
+
+## Resources
+
+- API docs: [secdailyapi.com/docs](https://www.secdailyapi.com/docs)
+- Pricing: [secdailyapi.com/pricing](https://www.secdailyapi.com/pricing)
+- Dashboard: [secdailyapi.com/dashboard](https://www.secdailyapi.com/dashboard)
+- Node.js SDK: [sec-daily-api on npm](https://www.npmjs.com/package/sec-daily-api)
+
+---
+
+Licensed under the [Apache 2.0 License](./LICENSE). Copyright 2026 GoodTech LLC.

package/dist/index.js

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+#!/usr/bin/env node
+
+// src/index.ts
+import { Server } from "@modelcontextprotocol/sdk/server/index.js";
+import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
+import {
+  CallToolRequestSchema,
+  ListToolsRequestSchema
+} from "@modelcontextprotocol/sdk/types.js";
+import { SecDailyAPI } from "sec-daily-api";
+import { z } from "zod";
+import { zodToJsonSchema } from "zod-to-json-schema";
+var SearchFilingsSchema = z.object({
+  ticker: z.string().optional().describe(
+    'Filter by company ticker symbol, e.g. "AAPL", "MSFT", "TSLA".'
+  ),
+  cik: z.string().optional().describe(
+    "Filter by company CIK (numeric string). Use instead of ticker when you have the CIK."
+  ),
+  accessionNumber: z.string().optional().describe(
+    'Fetch a single filing by its SEC accession number, e.g. "0001193125-24-012345".'
+  ),
+  formTypes: z.union([z.string(), z.array(z.string())]).optional().describe(
+    'Filter by SEC form type(s), e.g. "10-K", "10-Q", "8-K", "4", "S-1", "13F-HR". Separate multiple with commas or pass as array.'
+  ),
+  filingDate: z.string().optional().describe(
+    "Fetch filings for an exact date (YYYY-MM-DD)."
+  ),
+  filingDateStart: z.string().optional().describe(
+    "Filing date range start (YYYY-MM-DD)."
+  ),
+  filingDateEnd: z.string().optional().describe(
+    "Filing date range end (YYYY-MM-DD)."
+  ),
+  fieldset: z.enum(["minimal", "standard", "full"]).optional().describe(
+    '"minimal": ID, CIK, form type, dates, links. "standard": all of minimal + entity info, document links, AI summary. "full": all of standard + markdown content of the filing. Default: all stored fields.'
+  ),
+  limit: z.number().int().min(1).max(1e3).optional().describe(
+    "Results per page (default 200, max 1000)."
+  ),
+  cursor: z.string().optional().describe(
+    "Opaque pagination cursor. Pass the nextCursor from a previous response to fetch the next page."
+  )
+});
+var GetEntitySchema = z.object({
+  ticker: z.string().optional().describe(
+    'Look up a company by ticker symbol, e.g. "AAPL". Use this when you have a ticker.'
+  ),
+  cik: z.string().optional().describe(
+    "Look up a company by CIK (numeric string). Use this when you have the CIK."
+  )
+});
+var GetFilingSchema = z.object({
+  id: z.string().optional().describe(
+    "Fetch a filing by its internal ID (SHA-256 of the accession number)."
+  ),
+  accessionNumber: z.string().optional().describe(
+    'Fetch a filing by its SEC accession number, e.g. "0001193125-24-012345".'
+  )
+});
+var GetNewsSchema = z.object({
+  newsType: z.string().optional().describe(
+    'Type of news to retrieve. Default: "PressReleases".'
+  ),
+  startDate: z.string().optional().describe(
+    "News start date (YYYY-MM-DD)."
+  ),
+  endDate: z.string().optional().describe(
+    "News end date (YYYY-MM-DD)."
+  ),
+  limit: z.number().int().min(1).max(100).optional().describe(
+    "Number of results (default 40, max 100)."
+  )
+});
+var server = new Server(
+  { name: "sec-daily-mcp", version: "0.1.0" },
+  { capabilities: { tools: {} } }
+);
+var client = null;
+function getClient() {
+  if (!client) {
+    client = new SecDailyAPI();
+  }
+  return client;
+}
+var ZOD_OPTIONS = { $refStrategy: "none" };
+server.setRequestHandler(ListToolsRequestSchema, async () => ({
+  tools: [
+    {
+      name: "search_filings",
+      description: "Search and filter SEC EDGAR filings. Use this to find 10-K, 10-Q, 8-K, S-1, Form 4, 13F, and any other SEC form type for a specific company (by ticker or CIK) or across all companies by date range. Each result includes company info, filing dates, form type, links to the original SEC documents, and an AI-generated summary. When pagination.hasMore is true, call again with the nextCursor to get the next page.",
+      inputSchema: zodToJsonSchema(SearchFilingsSchema, ZOD_OPTIONS)
+    },
+    {
+      name: "get_entity",
+      description: "Look up a company's SEC profile by ticker symbol or CIK. Returns company name, CIK, ticker, exchange, SIC code and industry description, state of incorporation, fiscal year end, business address, website, and former names. Use this to resolve a ticker to a CIK or to get company background information.",
+      inputSchema: zodToJsonSchema(GetEntitySchema, ZOD_OPTIONS)
+    },
+    {
+      name: "get_filing",
+      description: "Fetch a single SEC filing by its internal ID or SEC accession number. Returns the full filing record including all document links and AI summary. Use this when you already have a specific filing ID or accession number from a previous search.",
+      inputSchema: zodToJsonSchema(GetFilingSchema, ZOD_OPTIONS)
+    },
+    {
+      name: "get_news",
+      description: "Retrieve SEC press releases and market news. Use this to find recent official announcements and regulatory news from the SEC. Supports date range filtering and news type selection.",
+      inputSchema: zodToJsonSchema(GetNewsSchema, ZOD_OPTIONS)
+    }
+  ]
+}));
+server.setRequestHandler(CallToolRequestSchema, async (request) => {
+  const { name, arguments: args } = request.params;
+  const c = getClient();
+  switch (name) {
+    case "search_filings": {
+      const params = SearchFilingsSchema.parse(args ?? {});
+      const result = await c.getFilings(params);
+      return { content: [{ type: "text", text: JSON.stringify(result, null, 2) }] };
+    }
+    case "get_entity": {
+      const params = GetEntitySchema.parse(args ?? {});
+      if (!params.ticker && !params.cik) {
+        throw new Error("get_entity requires either 'ticker' or 'cik'");
+      }
+      const result = await c.getEntity(params);
+      return { content: [{ type: "text", text: JSON.stringify(result, null, 2) }] };
+    }
+    case "get_filing": {
+      const params = GetFilingSchema.parse(args ?? {});
+      if (!params.id && !params.accessionNumber) {
+        throw new Error("get_filing requires either 'id' or 'accessionNumber'");
+      }
+      const result = params.id ? await c.getFiling(params.id) : await c.getFilingByAccession(params.accessionNumber);
+      return { content: [{ type: "text", text: JSON.stringify(result, null, 2) }] };
+    }
+    case "get_news": {
+      const params = GetNewsSchema.parse(args ?? {});
+      const result = await c.getNews(params);
+      return { content: [{ type: "text", text: JSON.stringify(result, null, 2) }] };
+    }
+    default:
+      throw new Error(`Unknown tool: ${name}`);
+  }
+});
+var transport = new StdioServerTransport();
+await server.connect(transport);

package/package.json

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+{
+  "name": "sec-daily-mcp",
+  "version": "0.1.0",
+  "description": "MCP server for the SEC Daily API — gives AI assistants real-time access to SEC EDGAR filings, news, and company data.",
+  "type": "module",
+  "bin": {
+    "sec-daily-mcp": "./dist/index.js"
+  },
+  "files": [
+    "dist",
+    "LICENSE"
+  ],
+  "scripts": {
+    "build": "tsup",
+    "dev": "tsup --watch",
+    "prepublishOnly": "npm run build"
+  },
+  "dependencies": {
+    "@modelcontextprotocol/sdk": "^1.0.0",
+    "sec-daily-api": "^0.4.0",
+    "zod": "^3.23.0",
+    "zod-to-json-schema": "^3.23.0"
+  },
+  "devDependencies": {
+    "@types/node": "^25.6.0",
+    "tsup": "^8.0.0",
+    "typescript": "^5.4.0"
+  },
+  "engines": {
+    "node": ">=20"
+  },
+  "keywords": [
+    "mcp",
+    "model-context-protocol",
+    "sec",
+    "edgar",
+    "filings",
+    "10-k",
+    "10-q",
+    "8-k",
+    "insider-trading",
+    "fintech",
+    "ai",
+    "claude",
+    "openai",
+    "cursor",
+    "financial-data"
+  ],
+  "homepage": "https://www.secdailyapi.com",
+  "license": "Apache-2.0",
+  "author": "GoodTech LLC",
+  "publishConfig": {
+    "access": "public"
+  }
+}