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SEC EDGAR for AI Agents: Real-Time Financial Filings in One MCP Connection

Give your AI agent access to SEC EDGAR filings, FDIC bank data, consumer complaints, DeFi analytics, and 8 more financial data sources through Pipeworx FinTech.

SEC EDGAR contains every public filing made by every public company in the United States — 10-K annual reports, 10-Q quarterlies, 8-K events, insider trading disclosures, proxy statements, and more. It’s free, it’s authoritative, and it’s one of the most valuable data sources for financial analysis.

It’s also notoriously difficult to access programmatically. EDGAR’s API is complex, the data formats vary by filing type, and getting from “I want Apple’s latest 10-K” to actual structured data requires significant integration work.

Pipeworx FinTech wraps SEC EDGAR and 11 other financial data sources into a single MCP connection — 56 tools your AI agent can call directly.

SEC EDGAR tools

  • edgar_search_filings — full-text search across all EDGAR filings by keyword
  • edgar_company_filings — list filings for a specific company by CIK or ticker (10-K, 10-Q, 8-K, etc.)
  • edgar_company_facts — structured XBRL financial data (revenue, net income, EPS, assets — actual numbers, not PDFs)
  • edgar_company_concept — specific financial concepts over time (e.g., revenue history for a company)
  • edgar_ticker_to_cik — resolve a stock ticker to EDGAR’s CIK identifier

The structured XBRL data is particularly powerful. Instead of downloading a 200-page 10-K PDF and extracting numbers, your AI calls edgar_company_facts and gets machine-readable financial data it can immediately analyze, compare, and chart.

Beyond EDGAR: the full FinTech stack

FinTech bundles 12 data sources covering the complete financial data landscape:

Bank health and consumer protection

  • FDIC BankFind — bank health metrics, call reports, enforcement actions, failure history (fdic_bank_search, fdic_bank_financials, fdic_failures)
  • CFPB — consumer complaint database with 5M+ complaints searchable by company, product, and issue (cfpb_complaints, cfpb_company_complaints)

Market data

  • Alpha Vantage — stock quotes, daily time series, company fundamentals, earnings data (av_quote, av_time_series, av_company_overview)
  • Crypto — real-time cryptocurrency prices and market cap data
  • Exchange rates — live foreign exchange and Treasury yield curves

DeFi analytics

  • DefiLlama — DeFi protocol total value locked, fees and revenue, chain comparisons, stablecoin data, yield pools (defi_protocols, defi_tvl, defi_fees, defi_stablecoins)

Economic context

  • FRED — federal funds rate, yield curves, credit data, money supply
  • World Bank — GDP, financial inclusion, development indicators for 200+ countries

Payment and revenue tools

  • Stripe, QuickBooks, PayPal — operational financial data for businesses that connect their accounts

Example: Company deep dive

Ask your AI: “Give me a financial overview of Tesla including latest filings, insider trading, and any consumer complaints.”

FinTech chains:

  1. edgar_company_filings — latest 10-K, 10-Q, 8-K filings
  2. edgar_company_facts — structured revenue, net income, EPS, total assets
  3. cfpb_company_complaints — consumer complaints filed against Tesla Financial
  4. av_company_overview — current stock price, market cap, P/E ratio

Example: Bank health check

Ask: “Is my bank healthy? Check First Republic’s financial data and any FDIC enforcement actions.”

FinTech returns:

  1. fdic_bank_search — find the institution
  2. fdic_bank_financials — capital ratios, asset quality, earnings
  3. fdic_enforcement_actions — any regulatory actions
  4. cfpb_company_complaints — consumer complaint patterns

Connect

{
  "mcpServers": {
    "pipeworx-fintech": {
      "url": "https://gateway.pipeworx.io/mcp?vertical=fintech"
    }
  }
}

Or call ask_pipeworx with any financial question.

All data comes from the SEC, FDIC, CFPB, Federal Reserve, and established market data providers. When your AI answers a question about a company’s financials, it’s pulling from the same source that analysts, regulators, and institutional investors use.