# EDGAR + Entity: US Company Research

> SEC EDGAR filings, XBRL financials, Form 4 insider trades + state business-entity registry lookups

- name: io.github.pgeneralpl/edgar-entity-mcp
- version: 0.1.0
- connection class: unknown (unknown)
- trust: 70/100
- quality: 94/100 (new)
- owner: not claimed
- descriptor: https://api.protogrid.dev/v1/servers/io.github.pgeneralpl%2Fedgar-entity-mcp
- tools: https://api.protogrid.dev/v1/servers/io.github.pgeneralpl%2Fedgar-entity-mcp/tools

**Not classified yet.** The remote endpoints have not been probed successfully, or the listing has nothing to connect to.

## Connection (mcpServers)

```json
{
  "mcpServers": {
    "edgar-entity-mcp": {
      "type": "http",
      "url": "https://edgar-entity-mcp.vercel.app/mcp"
    }
  }
}
```


## Trust

- hygiene: 100
- liveness: 10
- freshness: 100
- provenance: 90
- drivers: +repository +namespace-matches-repo +website -unreachable(1 failures) +updated-0d-ago
- Derived from observable signals (official registry feed and our own credential-free probes); no code audit performed.

## Quality 94/100 (new)

### protocol: 88 (weight 25)

- pass `protocol.modern`: supports 2026-07-28 (server/discover)
- pass `protocol.stateless`: answers without a session
- pass `protocol.transport`: streamable HTTP
- warn `protocol.list_ttl`: tools/list declares ttlMs 0, so clients re-fetch it on every use

### authorization: n/a (weight 15)

- n/a `auth.prm`, `auth.as_metadata`, `auth.cimd`: no remote uses OAuth
- n/a `auth.secret_in_url`: no templated URL

### tool hygiene: 100 (weight 30)

- pass `tools.descriptions`: every tool has a description
- pass `tools.description_length`: descriptions are concise
- pass `tools.schemas`: every tool has an object input schema
- pass `tools.annotations`: 10 of 10 tools declare readOnlyHint or destructiveHint
- pass `tools.directory_hints`: every tool declares readOnlyHint, destructiveHint, idempotentHint and openWorldHint
- pass `tools.token_cost`: about 3,076 tokens to load every tool
- pass `tools.api_dump`: tools are not a one-to-one API dump

### stability: n/a (weight 15)

- n/a `stability.changes`, `stability.rug_pull`: tool history recorded for 0 of the 7 days needed

### dependencies: n/a (weight 15)

- n/a `deps.known_vulns`, `deps.mcp_sdk_version`, `deps.resolvable`: dependencies not resolved yet

- tools: 10, about 3,076 tokens to load them all
- tool set hash: d81dc2aee6699108b1dc8d1c817acab1
- badge: [![protogrid quality](https://protogrid.dev/badge/io.github.pgeneralpl/edgar-entity-mcp.svg)](https://protogrid.dev/servers/io.github.pgeneralpl/edgar-entity-mcp)
- Checks run on what our credential-free, read-only probes observe; tools are never called and no code audit is performed.

### Tool changes

_No tool definition changes recorded._

## Dependencies

- npm edgar-entity-mcp@0.1.0: pending

Dependency graphs from deps.dev; advisories from OSV.dev, including the GitHub Advisory Database and the PyPI Advisory Database; all CC BY 4.0.

## Remotes

- https://edgar-entity-mcp.vercel.app/mcp (streamable-http, auth none, reachable false, uptime30d 0.5)

## Packages

- npm edgar-entity-mcp@0.1.0 secrets: SOCRATA_APP_TOKEN, UPSTASH_REDIS_REST_TOKEN

## Tools (10)

- `compare_companies`: Compare one XBRL concept across ALL reporting companies for a calendar period (SEC frames API), e.g. rank by revenue for CY2024, or compare specific companies. Period: CY2024 (annual duration), CY2024Q2 (quarter), CY2024Q4I (instant, required for balance-sheet items like Assets). Pass companies to filter to specific tickers/CIKs; otherwise returns the top `limit` by value.
- `get_company_profile`: Company profile from SEC EDGAR submissions: legal name, tickers, exchanges, SIC code + industry, state of incorporation, fiscal year end, EIN, filer category, business/mailing addresses, former names, latest 10-K/10-Q. Use it to orient before deeper research.
- `get_filing_document`: Fetch an SEC filing's primary document (HTML converted to clean text, tables preserved as aligned rows). Identify it by `url` (any www.sec.gov/Archives document URL from list_filings) or by `company` + `accession`. Optionally extract one 10-K/10-Q item via `section` (e.g. '1' Business, '1A' Risk Factors, '7' MD&A, '7A' Market Risk, '8' Financial Statements; for 10-Q: '1' Financial Statements, '2' MD&A, '1A' Risk Factors). Long text is paged: use max_chars and the returned next_offset.
- `get_financials`: Key financial metrics normalized from SEC XBRL companyfacts, one row per fiscal period (deduped; as-filed values from the filing that reported the period). Metrics: revenue, gross_profit, operating_income, net_income, eps_basic, eps_diluted, operating_cash_flow, capex, total_assets, total_liabilities, stockholders_equity, cash, long_term_debt, shares_outstanding, free_cash_flow (derived). Revenue tries common tags in order (Revenues, RevenueFromContractWithCustomerExcludingAssessedTax, SalesRevenueNet, ...) and tags_used reports which was used. period_type 'quarterly' returns 3-month values (cash-flow quarters derived from YTD; Q4 derived as FY minus 9M). Values are raw (e.g. 391035000000 = $391.0B).
- `get_insider_trades`: Recent insider transactions for a company (issuer) from SEC Form 4 / 4/A XML: reporter name, role and officer title, transaction date, code with plain-English meaning (P=open-market buy, S=sale, A=grant, M=option exercise, F=tax withholding, G=gift...), shares, price, value, acquired/disposed, shares owned after, direct/indirect, plus a summary of open-market buys vs sales. `limit` counts filings (each filing can hold several transactions).
- `get_xbrl_concept`: All reported values of one XBRL concept for one company (SEC companyconcept API), newest first, deduped by period. Use for any tag not in get_financials, e.g. us-gaap:ResearchAndDevelopmentExpense, us-gaap:LongTermDebt, dei:EntityCommonStockSharesOutstanding. framed_only=true keeps only SEC's one-fact-per-calendar-period values (cleanest time series).
- `list_filings`: List a company's EDGAR filings newest-first, filtered by form type and filing-date range. Each row has form, accession, filed date, report period, primary document URL and filing index URL. Amendments (e.g. 10-K/A) are included when filtering by the base form unless include_amendments=false. Older history pages are fetched automatically when needed. Common forms: 10-K, 10-Q, 8-K, DEF 14A, S-1, 4, 13D/G (SC 13D), 20-F, 6-K.
- `list_supported_states`: List the state business-entity registries supported by lookup_business_entity, with dataset ids, coverage caveats, update frequency, and license/commercial-use terms.
- `lookup_business_entity`: Search Secretary of State business-entity registries (official open data) by entity name and/or state entity id. Supported: NY, CO, OR, CT, PA (NY, OR and PA list active entities only; CO and CT include dissolved entities with status). Returns normalized name, entity id, status, type, formation date, jurisdiction, principal/mailing address, registered agent where available, and source URLs. Use for private companies, subsidiaries, LLCs, and verifying legal entity names. Call list_supported_states for coverage and licenses.
- `search_company`: Find SEC-registered public companies by ticker or name (fuzzy). Returns CIK (the SEC id used by every other tool), name, tickers, exchange and a match score (100 = exact ticker). Source: SEC company_tickers_exchange.json (companies with a listed ticker).