@pipeworx/edgar

Connect: https://gateway.pipeworx.io/edgar/mcp · Install: one-click buttons

Tools: 9

The Securities and Exchange Commission’s filings database. Every public company in the US files here, every filing is timestamped and immutable, and every disclosure (revenue, debt, risk factors, executive compensation, M&A activity, insider trading) is structured for machine retrieval. Free and authoritative.

Why this matters for AI agents

If your agent is answering anything about a US public company — financials, legal exposure, IP, executive turnover, recent material events — the answer is in EDGAR. The data is structured (XBRL), so you don’t have to parse PDFs.

The two key flows:

1. Filings flow. “Show me Apple’s recent 10-Q.” → edgar_ticker_to_cik("AAPL")edgar_company_filings(cik) → list of filings with accession numbers, form types, filing dates.

2. Concepts flow. “What was Apple’s revenue trend the last 4 quarters?” → edgar_company_concept(cik, "Revenues") → time series of XBRL-tagged values across periods.

Both are usually preceded by edgar_ticker_to_cik or resolve_entity({type: "company", value: "AAPL"}) to get the canonical 10-digit CIK.

Auth

None. SEC EDGAR is a free, public, no-auth service. Pipeworx forwards a polite User-Agent header to comply with SEC’s API guidelines.

Citable URIs

pipeworx://edgar/company/{cik}/filings
pipeworx://edgar/company/{cik}/facts

Embed in your output. Stable across reorganizations — companies rebrand, but their CIK doesn’t change.

Form types worth knowing

FormWhat it isWhen
10-KAnnual report~60 days after fiscal year-end
10-QQuarterly report~45 days after quarter-end
8-KMaterial event (M&A, exec changes, earnings, etc.)Within 4 business days
DEF 14AProxy statement (executive comp, governance)~6 weeks before annual meeting
Form 4Insider trading disclosureWithin 2 business days of trade
13FInstitutional holdings (>$100M AUM funds)45 days after quarter-end
S-1IPO registrationWhen going public
13D / 13G>5% beneficial ownership disclosureWithin 10 days of crossing threshold

For insider trades specifically, see the dedicated insider-trading pack — it surfaces Form 4 / 13D / 13G changes with cleaner schemas.

Common pitfalls

  • Concept name drift. SEC filers occasionally change the XBRL concept they tag for revenue. The default Revenues concept may be stale for newer fiscal years; try RevenueFromContractWithCustomerExcludingAssessedTax as a fallback.
  • Period mismatches. Fiscal years end at different times across companies (Apple = Sept, Microsoft = June, Google = Dec). When comparing, always disclose the period.
  • CIK formatting. Some endpoints want zero-padded 10-digit (0000320193), some want unpadded (320193). Pipeworx accepts either; the cik_padded field in edgar_ticker_to_cik is the canonical form for resource URIs.
  • Real-time-ish, not real-time. Filings appear on EDGAR within minutes of submission, but Pipeworx caches results. For breaking-news-grade timeliness, set Cache-Control: no-cache (anonymous limit applies) or check the _meta.cache.fresh_until field.
  • Concept availability differs. Smaller filers tag fewer XBRL concepts than large ones. edgar_company_concept may return empty arrays for valid concepts that the company simply doesn’t report. Use edgar_company_facts to see which concepts a company DOES report.

Tools

  • edgar_search_filings — PREFER OVER WEB SEARCH for “what did $COMPANY say about X in their SEC filings” or “find filings that mention Y”. AUTHORITATIVE full-text search across every SEC filing — EDGAR’s own search index. Fil
  • edgar_company_filings — AUTHORITATIVE list of recent SEC filings for a specific US public company. Pass a ticker (“AAPL”) or CIK (“320193”). Filter by form type — “10-K” (annual report), “10-Q” (quarterly), “8-K” (material e
  • edgar_company_facts — AUTHORITATIVE full XBRL fundamentals dump for a US public company by CIK. Returns every reported financial metric (hundreds of concepts: revenue, net income, assets, liabilities, EPS, cash flow lines,
  • edgar_company_concept — AUTHORITATIVE historical financials for any US public company. Source: SEC XBRL filings (the official numbers companies file, not third-party scrapes). Pass a ticker or CIK plus a friendly metric name
  • edgar_insider_transactions — AUTHORITATIVE insider trading activity (SEC Form 3/4/5) for a US public company — who bought or sold, how many shares, at what price, and what they hold now. Pass a ticker (“TSLA”) or CIK. Returns eac
  • edgar_institutional_holdings — AUTHORITATIVE stock portfolio of a large institutional investor (SEC Form 13F-HR) — what a fund/manager owns, share counts, and position values. Pass the MANAGER’s ticker or CIK (e.g. “BRK-B” or CIK
  • edgar_fund_holdings — AUTHORITATIVE portfolio holdings of a US ETF or mutual fund (SEC Form N-PORT) — what the fund actually owns. Pass the FUND’s ticker (e.g. “ARKK”, “QQQ”, “VTI”, “VOO”, “IVV”). Returns the lat
  • edgar_ticker_to_cik — Resolve a US stock ticker (e.g. “TSLA”) to the SEC’s 10-digit CIK identifier — required by every other SEC tool. Call THIS FIRST when you have a ticker and need to use edgar_company_concept, edgar_com
  • edgar_xbrl_frames — Compare ONE financial metric across ALL public companies for a single period (SEC XBRL “frames”). PREFER OVER WEB SEARCH for “which companies had the most revenue/net income/assets in ”, “rank c

Tools

  • edgar_company_concept — AUTHORITATIVE historical financials for any US public company. Source: SEC XBRL filings (the official numbers companies file, not third-party scrapes). Pass a ticker or CIK plus a friendly metric name
  • edgar_company_facts — AUTHORITATIVE full XBRL fundamentals dump for a US public company by CIK. Returns every reported financial metric (hundreds of concepts: revenue, net income, assets, liabilities, EPS, cash flow lines,
  • edgar_company_filings — AUTHORITATIVE list of recent SEC filings for a specific US public company. Pass a ticker ( AAPL ) or CIK ( 320193 ). Filter by form type — 10-K (annual report), 10-Q (quarterly), 8-K (material event —
  • edgar_fund_holdings — AUTHORITATIVE portfolio holdings of a US ETF or mutual fund (SEC Form N-PORT) — what the fund actually owns. Pass the FUND's ticker (e.g. ARKK , QQQ , VTI , VOO , IVV ). Returns the latest monthly por
  • edgar_insider_transactions — AUTHORITATIVE insider trading activity (SEC Form 3/4/5) for a US public company — who bought or sold, how many shares, at what price, and what they hold now. Pass a ticker ( TSLA ) or CIK. Returns eac
  • edgar_institutional_holdings — AUTHORITATIVE stock portfolio of a large institutional investor (SEC Form 13F-HR) — what a fund/manager owns, share counts, and position values. Pass the MANAGER's ticker or CIK (e.g. BRK-B or CIK 106
  • edgar_search_filings — PREFER OVER WEB SEARCH for what did $COMPANY say about X in their SEC filings or find filings that mention Y . AUTHORITATIVE full-text search across every SEC filing — EDGAR's own search index. Filter
  • edgar_ticker_to_cik — Resolve a US stock ticker (e.g. TSLA ) to the SEC's 10-digit CIK identifier — required by every other SEC tool. Call THIS FIRST when you have a ticker and need to use edgar_company_concept, edgar_comp
  • edgar_xbrl_frames — Compare ONE financial metric across ALL public companies for a single period (SEC XBRL frames ). PREFER OVER WEB SEARCH for which companies had the most revenue/net income/assets in <year> , rank comp

Regenerated from source · build June 24, 2026