Filing intelligence platform · MCP server · Real-time SEC stream

SEC filings Claude, ChatGPT, your inbox.

Connect your assistant to the full SEC corpus. Read the section that matters — not a summary of it — and follow the company to its financials, its events, and its people without leaving the conversation.

Built for analysts who read filings closely: items, exhibits, footnotes, and the entities behind them. 12,000+ public companies · 40,000+ funds. Free to start.

From the creator of the open-source edgartools Python library.

Every answer carries a citation to the filing it came from. Benchmarked: same model, same question, one-tenth the tokens of web-search research →

MCP server
Claude · ChatGPT · Cursor
Cited
Every answer links its filing
10–20×
Fewer tokens than web search
Live
Real-time SEC stream

01Ask the filing. 02Follow the thread. 03Forward the answer.

Three jobs, one conversation. This is what your assistant can do the minute it's connected.

01
Items · Exhibits
For anyone who needs the disclosure language, not a paraphrase of it

Ask the filing, not a summary of it.

The item and the exhibit, side by side.
One section at a time — never the whole 200 pages.

Pulled the change-of-control clause out of Exhibit 10.1 while the client was still on the phone. Credit analyst · regional bank coverage
02
One thread
For analysts who start at a name and end at the people behind the numbers

Company → financials → events → people.

One thread, start to finish.
No re-establishing context, no changing tools.

I went from the 10-K to segment numbers to the CFO's Form 4s in one sitting. Equity analyst · mid-cap coverage
03
Provenance
For work that ends up in a client note, an IC memo, or a committee pack

An answer you can put in front of someone else.

Accession number, section, exhibit.
Check the line yourself — or forward it as filed.

Before anything goes to the client I open the exhibit it quoted. So far it has always been the right one. Adviser · client reporting
The citation, and what it opens

Ask in your assistant. Open the filing it cites.

One question, answered out of the filings themselves — the purchase, the price, and the two directors who bought the same week. Each citation opens the filing behind it: typeset, readable, and public, for whoever you forward it to.

01 In your assistant
Claude answering “What did Pfizer’s CEO just buy?”: Albert Bourla’s 38,000-share open-market purchase, the director buys the same week, and a Form 4 citation on each.
Claude DesktopThe answer. The purchase, the price, and the two directors who bought the same week — each carrying the Form 4 it was read from.
02 The filing it cites
Pfizer Form 4 as a typeset page: Albert Bourla, open-market purchase of 38,000 shares at $26.34.
app.edgar.tools/filing · Form 4What the citation opens. Albert Bourla, 38,000 shares at $26.34 on 12 August — an open-market purchase, as filed. A public page: the person you send it to doesn’t need an account.
And when you want a screen, not a chat

The same corpus, as a working surface.

Everything your assistant reads is also a page you can open — company overviews with price context, statements as filed, insider activity, 13F holdings, disclosure changes, and full-text search.

NVIDIA risk-factor disclosure changes between two 10-K filings — one new and eight reworded risk factors, each card labeled new, escalated, or de-emphasised with a link to the diff
app.edgar.tools/companies/NVDADisclosure changes. This 10-K against the last one — every risk factor new, escalated, de-emphasised, or reworded, each with its diff. The language the company changed, before the market reads it.
NVIDIA company page header showing FY2026 headline financials with year-over-year deltas and a flagged risk-factor disclosure change
app.edgar.tools/companies/NVDACompany overview. Headline financials with year-over-year deltas, flagged disclosure changes, and price context with each filing marked on the tape. In your assistant: company_brief.
Apple income statement showing five fiscal years side by side with a trend sparkline per line item
app.edgar.tools/companies/AAPLStatements as filed. Five years across, a trend line per concept, every figure traceable to the filed 10-K behind it. In your assistant: financial_statements.
Full-text filing search for Anthropic filtered to 10-K filings, with Amazon's convertible-note investment disclosure highlighted
app.edgar.tools/searchFull-text search. Every SEC filing since 2001, indexed within minutes — here, every 10-K that mentions Anthropic, matched language highlighted. In your assistant: search_filings.
Pfizer insider sentiment showing 5 buys against 1 sell in 30 days and net buying across 90-day and 1-year windows, above the officers and directors roster
app.edgar.tools/companies/PFEInsider activity. Forms 3, 4, and 5 rolled into sentiment — five buys against one sell in 30 days — with the officers and directors behind them. In your assistant: insider_activity.
Berkshire Hathaway's Q2 2026 13F holdings rendered as a typeset page — a $299.25B portfolio across 29 positions, top-5 concentration 68.7%, each holding with its value, share of book, and quarter-over-quarter share change with a trend sparkline
app.edgar.tools/filing · 13F-HR13F holdings. A manager’s quarterly book as a readable page — portfolio value, concentration, and what changed since last quarter, per position. In your assistant: manager_holdings.
Between the questions

When your names file, a briefing lands in your inbox.

Name the companies you cover. When one of them files something that matters — a material event, an earnings release, a cluster of insider trades — an AI briefing arrives with the filing attached and the item it came from. You name the companies; we do the reading. The watches behind these briefings are called Sentinels — on paid tiers you configure your own; the free tier’s daily briefing is curated for you.

Delivered by email and in the app
8-K · Item 1.012 min ago

New $2.5B revolving credit facility

Five-year revolver replacing the 2023 facility; pricing grid tightens 25bps at the top ratings tier…

SC 13D1 hr ago

Activist discloses a 6.2% stake

Filer states intent to engage the board on capital allocation and a strategic review…

Two minutes to the first answer

Connect Claude, ask a real question, read the answer with its filing attached. Free to start.

# Pricing

Read. Track. Research. Own.

Four tiers, same product. Pick the verb that matches your workflow — start free, upgrade when the work asks for more.

The complete platform. From $0. Paid tiers start at $30/month.

Read 01 · FREE
Free
$0/mo No card required

Browse SEC. Search, read, and try the platform — including the MCP server.

  • Company search + filing browsing
  • company_brief + MCP starter tools
  • Disclosure search taste — 3 results per query
  • Daily curated briefings
  • 5 tracked companies · 1 watchlist · 100 API calls/day
Track 02 · PRO
Professional
$30/mo 7-day trial · card on file · cancel anytime

Answer it where you work. Any filing question, answered in the conversation you're already in — with the citation attached when you forward it.

  • Full MCP research toolkit · full results
  • 500 AI-analyzed Sentinel events/mo
  • 10,000 API calls/day · live SSE feed
  • Unlimited tracking + watchlists
Start your 7-day trial
Own 04 · DATA
Data
Custom Annual license

Own the datasets underneath. Annual license for your product or research — maintained, non-exclusive, scoped to your use. Running a scheduled pull across the universe? A seat isn't built for that — talk to us about an Automation License with guaranteed throughput. Just need a slice? Subscriptions start at $24.99/mo.

Talk to us
Equip 05 · TEAMS
Teams
Custom Talk to us

Every seat on your team, one agreement. Org-wide seats, SSO, SLAs — scoped to your firm. Second seat on your domain? Talk to us.

Talk to us
Compare every feature, limit, and tier-gated tool side-by-side. Full pricing page →
See the full pricing ladder
Frequent questions

Six questions, six direct answers.

Everything visitors usually ask before they sign up. If yours isn't here, drop us a note.

01

How does edgar.tools work?

Connect your assistant to our MCP server and ask about SEC filings in the conversation you're already in — sections, exhibits, financials, ownership, events — with every answer cited to the filing it came from. The same corpus is also a web app when you want a screen instead of a chat, and briefings arrive by email when the companies you follow file.

02

Can I ask about one specific filing?

Yes. Point your assistant at an accession number, a form type, or a company and read the item, the exhibit, or the footnote as filed — the exact filed language, not a paraphrase. Sections come back one at a time, so a 200-page 10-K costs you the part you asked for rather than the whole document.

03

Can I integrate edgar.tools with my AI agent?

Yes. Our MCP server connects Claude Desktop, Claude.ai, Cursor, and any MCP-compatible client to live SEC data — company search, financials, insider and institutional ownership, real-time material events, and full-text filing search, with every number cited to its filing. Free covers lookups — including the recipe prompts, free at every tier; Pro unlocks the full research toolkit; Analyst adds the slash commands — click-to-run workflows like /edgar:position_thesis. In our published benchmark, the same agent answered SEC research tasks 10–20× cheaper via MCP than web search — and more accurately.

04

How is this different from sec-api.io?

sec-api.io gives you raw filing JSON for $49–199/month. We give you the same data plus a web UI, MCP server, AI-analyzed Sentinels, and bulk datasets — starting at $30/month. Same SEC data. Complete platform. Lower price.

05

What does Analyst tier unlock?

Slash commands (/edgar:position_thesis, /edgar:peer_comparison, /edgar:portfolio_pulse, /edgar:earnings_postmortem, /edgar:filing_red_flags), aggregation MCP tools (position_intel, peer_facts, portfolio_events), the people graph (person_intel), HMAC-signed webhooks, and 5,000 AI-analyzed Sentinel events/mo. $109/month (or $999/year), 7-day trial.

06

Is there a free tier?

Yes, no card required. Free includes company search, filing browsing, daily curated briefings, the company_brief MCP tool, and a capped taste of disclosure search — 3 results per query. Configurable Sentinels and the rest of the MCP surface unlock at Pro ($30/month).

How we compare

Comparing edgar.tools? Here's the honest version.

Each comparison says plainly what the other platform is better at. Prices are re-verified quarterly.

Ready when you are

Connect your assistant. Ask a real question.

Two minutes from connect to an answer that carries its filing.

No card required on Free Cancel anytime on Pro