EDGAR 13F point-in-time MCP server

edgar13f-mcp

<!-- mcp-name: io.github.Serios16/edgar13f-mcp -->

An MCP server that answers questions about SEC Form 13F holdings as they could have been known on a given date. It comes with an evaluation that was frozen before the server was written.

What it does, and why point-in-time matters

Institutional managers with US$100m or more in 13F securities file Form 13F every quarter, up to 45 days after the quarter ends. Many of them later amend the report. A restatement replaces the whole report. A new-holdings amendment adds rows to it. So "what did manager X hold at 2024-12-31?" has different correct answers on different days: nothing before the filing date, then the original report, and later the amended one.

A tool that always returns the latest version leaks the future into backtests, research notes and agent answers. This server takes an as_of date with every call and follows two rules (full text in contracts/CONTRACTS.md):

before as_of. Nothing filed later affects the answer: not the rows, the citations, the filing list, or which filing counts as "latest".

• Visibility (§3): a filing is visible on as_of only if its EDGAR filing date is on or

last original or restatement. Every later new-holdings amendment is added to it. Each row cites the filing it came from.

• Amendments (§4): the visible filings for the period are put in order. The base is the

Install and run

Python 3.11, with the official MCP Python SDK 2.x. The server speaks MCP over stdio only.

One command (needs uv). The package is edgar13f-mcp on PyPI, uploaded by this repository's release workflow with trusted publishing, and listed in the official MCP Registry as io.github.Serios16/edgar13f-mcp:

export SEC_USER_AGENT="Your Name your.email@example.com"   # required by SEC fair access
uvx --python 3.11 edgar13f-mcp                              # pin a release: edgar13f-mcp@1.2.2

For an MCP client such as Claude Desktop:

{"mcpServers": {"edgar13f": {
  "command": "uvx",
  "args": ["--python", "3.11", "edgar13f-mcp"],
  "env": {"SEC_USER_AGENT": "Your Name your.email@example.com"}}}}

Any commit or tag also runs straight from GitHub: uvx --python 3.11 --from git+https://github.com/Serios16/edgar13f-mcp@v1.2.2 edgar13f-mcp. The older command name edgar13f-server still works. Both names are tested on the built wheel by tests/tools/installsmoke.sh (empty uv cache, MCP handshake; output in reports/artifacts/installsmoke_stage6.txt). From a clone instead:

python3.11 -m venv .venv && . .venv/bin/activate
pip install -e .
export SEC_USER_AGENT="Your Name your.email@example.com"   # required by SEC fair access
python -m edgar13f.server                                   # or: edgar13f-server

Environment variables:

does not contact sec.gov.

• SECUSERAGENT: the User-Agent sent to sec.gov. It is required; without it the server

~/.cache/edgar13f), then a private per-user temp dir. The server writes nowhere else.

• EDGAR13FCACHEDIR: the on-disk cache. The default is $XDGCACHEHOME/edgar13f (or

Limits). Any other value, or none, keeps redaction on.

• EDGAR13F_REDACT: set to exactly off to return the rows that are redacted by default (see

50 largest positions (see Agent use). Unset, every v1 call answers byte for byte as in v1.1.0.

• EDGAR13FAGENTMODE: set to exactly on to cap unnarrowed holdings and diff answers at the

together with EDGAR13F_REDACT=off).

• EDGAR13FFIXTUREDIR: serve recorded fixtures instead of EDGAR (used by the tests; refused

Shortened. The full README is on GitHub.