EDGAR + Entity: US Company Research

Name: EDGAR + Entity: US Company Research
Author: pgeneralpl

pgeneralpl

MCP server for US company research: SEC EDGAR filings, XBRL financials, Form 4 insider trades, and Secretary of State business-entity lookups (NY, CO, OR, CT, PA). stdio + Streamable HTTP.

Setup

Choose your client, copy the config, then fill in any required environment variables.

Add to Cursor Add to VS Code

Local

claude mcp add edgar-entity-us-company-research --env SEC_USER_AGENT='<SEC_USER_AGENT>' --env SOCRATA_APP_TOKEN='<SOCRATA_APP_TOKEN>' --env UPSTASH_REDIS_REST_TOKEN='<UPSTASH_REDIS_REST_TOKEN>' -- npx -y edgar-entity-mcp

~/.codex/config.toml

[mcp_servers.edgar-entity-us-company-research]
command = "npx"
args = ["-y", "edgar-entity-mcp"]
env = { SEC_USER_AGENT = "<SEC_USER_AGENT>", SOCRATA_APP_TOKEN = "<SOCRATA_APP_TOKEN>", UPSTASH_REDIS_REST_TOKEN = "<UPSTASH_REDIS_REST_TOKEN>" }

# codex mcp add edgar-entity-us-company-research --env SEC_USER_AGENT='<SEC_USER_AGENT>' --env SOCRATA_APP_TOKEN='<SOCRATA_APP_TOKEN>' --env UPSTASH_REDIS_REST_TOKEN='<UPSTASH_REDIS_REST_TOKEN>' -- npx -y edgar-entity-mcp

~/.cursor/mcp.json

{
  "mcpServers": {
    "edgar-entity-us-company-research": {
      "command": "npx",
      "args": [
        "-y",
        "edgar-entity-mcp"
      ],
      "env": {
        "SEC_USER_AGENT": "<SEC_USER_AGENT>",
        "SOCRATA_APP_TOKEN": "<SOCRATA_APP_TOKEN>",
        "UPSTASH_REDIS_REST_TOKEN": "<UPSTASH_REDIS_REST_TOKEN>"
      }
    }
  }
}

.vscode/mcp.json

{
  "servers": {
    "edgar-entity-us-company-research": {
      "type": "stdio",
      "command": "npx",
      "args": [
        "-y",
        "edgar-entity-mcp"
      ],
      "env": {
        "SEC_USER_AGENT": "<SEC_USER_AGENT>",
        "SOCRATA_APP_TOKEN": "<SOCRATA_APP_TOKEN>",
        "UPSTASH_REDIS_REST_TOKEN": "<UPSTASH_REDIS_REST_TOKEN>"
      }
    }
  }
}

~/.gemini/settings.json

{
  "mcpServers": {
    "edgar-entity-us-company-research": {
      "command": "npx",
      "args": [
        "-y",
        "edgar-entity-mcp"
      ],
      "env": {
        "SEC_USER_AGENT": "<SEC_USER_AGENT>",
        "SOCRATA_APP_TOKEN": "<SOCRATA_APP_TOKEN>",
        "UPSTASH_REDIS_REST_TOKEN": "<UPSTASH_REDIS_REST_TOKEN>"
      }
    }
  }
}

claude_desktop_config.json

{
  "mcpServers": {
    "edgar-entity-us-company-research": {
      "command": "npx",
      "args": [
        "-y",
        "edgar-entity-mcp"
      ],
      "env": {
        "SEC_USER_AGENT": "<SEC_USER_AGENT>",
        "SOCRATA_APP_TOKEN": "<SOCRATA_APP_TOKEN>",
        "UPSTASH_REDIS_REST_TOKEN": "<UPSTASH_REDIS_REST_TOKEN>"
      }
    }
  }
}

.trae/mcp.json

{
  "mcpServers": {
    "edgar-entity-us-company-research": {
      "command": "npx",
      "args": [
        "-y",
        "edgar-entity-mcp"
      ],
      "env": {
        "SEC_USER_AGENT": "<SEC_USER_AGENT>",
        "SOCRATA_APP_TOKEN": "<SOCRATA_APP_TOKEN>",
        "UPSTASH_REDIS_REST_TOKEN": "<UPSTASH_REDIS_REST_TOKEN>"
      }
    }
  }
}

Remote

claude mcp add --transport http edgar-entity-us-company-research https://edgar-entity-mcp.vercel.app/mcp

~/.codex/config.toml

[mcp_servers.edgar-entity-us-company-research]
url = "https://edgar-entity-mcp.vercel.app/mcp"

# codex mcp add edgar-entity-us-company-research --url https://edgar-entity-mcp.vercel.app/mcp

~/.cursor/mcp.json

{
  "mcpServers": {
    "edgar-entity-us-company-research": {
      "url": "https://edgar-entity-mcp.vercel.app/mcp"
    }
  }
}

.vscode/mcp.json

{
  "servers": {
    "edgar-entity-us-company-research": {
      "type": "http",
      "url": "https://edgar-entity-mcp.vercel.app/mcp"
    }
  }
}

~/.gemini/settings.json

{
  "mcpServers": {
    "edgar-entity-us-company-research": {
      "httpUrl": "https://edgar-entity-mcp.vercel.app/mcp"
    }
  }
}

claude_desktop_config.json · Customize › Connectors › Add custom connector

{
  "mcpServers": {
    "edgar-entity-us-company-research": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://edgar-entity-mcp.vercel.app/mcp"
      ]
    }
  }
}

.trae/mcp.json

{
  "mcpServers": {
    "edgar-entity-us-company-research": {
      "url": "https://edgar-entity-mcp.vercel.app/mcp"
    }
  }
}

Environment variables

SEC_USER_AGENT
SOCRATA_APP_TOKEN
UPSTASH_REDIS_REST_TOKEN

Replace the placeholders with your own credentials and keep them out of version control.

Setup

Local

Remote

Environment variables

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