@pipeworx/edgar

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

No MCP client? Skip the connection: POST https://gateway.pipeworx.io/v1/tools/search_packs {"query":"..."} to find a tool below, GET /v1/tools/<name> for its schema, POST the same URL with arguments for the data — see For AI agents.

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 — and the one call that does both:

0. Snapshot (one call). “Give me the SEC picture on Apple.” → edgar_company_snapshot({ticker_or_cik: "AAPL"}) → CIK + the recent substantive filings (10-K/10-Q/8-K/20-F/40-F/6-K/DEF 14A by default; Form 4 noise excluded unless you ask for form_type: "all") + the headline XBRL figures from the latest annual report (revenue, net income, assets, cash, EPS…). This is flows 1 and 2 collapsed: the resolve → list → pull chain that depth users otherwise assemble by hand three calls at a time. A filer with no XBRL (a fund or trust) still returns its filings with financials_status: "unavailable" and the reason. edgar_ticker_to_cik now returns a next hint pointing here.

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.

3. Peer/competitor flow. “Who competes with Apple?” → edgar_companies_by_sic({ticker_or_cik: "AAPL"}) → resolves Apple’s own SIC code (3571, Electronic Computers) and returns other SEC filers under that code, listed-ticker peers first. Pass a sic code directly instead of a company to browse an industry cold.

4. Entity-resolution flow (parent ↔ subsidiary). sponsor_to_filer({sponsor: "Merck Sharp and Dohme"}) resolves a subsidiary/operating name up to its listed parent (MRK). filer_to_sponsors({ticker_or_cik: "MRK"}) goes the other way — the parent’s full disclosed subsidiary list from Exhibit 21 of its latest 10-K, with jurisdiction and filing provenance. Pass name_filter to check one candidate name without reading the whole list.

5. Product-level revenue. “How much revenue did Keytruda generate?” → edgar_product_revenue({ticker_or_cik: "MRK", product_filter: "Keytruda"}). edgar_company_concept/edgar_company_facts only expose undimensioned XBRL totals — a product/segment breakdown is tagged with an XBRL dimension (a “Keytruda [Member]”), invisible to those APIs. This reads SEC’s own rendered Financial Report of that dimensional data straight out of the revenue-disaggregation note, with a citation (accession, filing date, report URL). With no form_type it resolves 10-K, then 20-F, then 40-F, so foreign private issuers work the same way (edgar_product_revenue({ticker_or_cik: "NVS", product_filter: "Entresto"}) reads Novartis’s 20-F); the form actually used comes back as resolved_form. Not every filer tags product-level revenue in XBRL — Neurocrine discloses revenue by major customer and United Therapeutics only its recognition policy, and both return an explicit not_found rather than an empty array.

Both flows 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

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.
• The company argument is spelled three different ways across this pack, and edgar_company_concept accepts all of them. edgar_company_filings/edgar_insider_transactions/edgar_product_revenue name it ticker_or_cik, edgar_fund_holdings/edgar_ticker_to_cik name it ticker, and edgar_company_concept/edgar_company_facts name it cik (which takes a ticker too). A model filling arguments reaches for whichever word it read last, so edgar_company_concept declares ticker and ticker_or_cik as aliases of cik, and metric as an alias of concept. Measured before that change (fleet #2058): of 11 times the ask_pipeworx adjudicator selected this tool over 16 never-before-asked questions, 9 calls were rejected by the gateway’s required-argument pre-flight — every one of them because it had sent ticker or ticker_or_cik rather than cik, and a third of those sent metric rather than concept as well. Both calls that used cik+concept succeeded. The outcome recorded for the rejected ones was partial, not an error, because a single-tool selection that arrives as a one-element tools array runs the fan-out branch — so the word for “the only lookup never ran” was the same word used for “some of several lookups ran”.
• fiscal_year and fiscal_period are filters AND response fields. They are the names of two fields on every row in values, and the description’s advice to “match the requested fiscal_year and fiscal_period” used to make argument-fillers send them as arguments, where they were undeclared and silently dropped — so the caller got all 89-230 reported periods back with nothing saying its filter had been ignored. They are now real optional filters: pass either or both and values/latest come back scoped to it, with a period_filter block echoing what was applied. An unmatched filter returns NO rows plus the list of fiscal years and periods the filer actually reports, rather than falling back to every period — fiscal_year is the filer’s OWN label (NVDA’s FY2024 ended January 2024), so a caller thinking in calendar years needs to see the labels rather than be handed a neighbouring year’s number.

Tools

• edgar_search_filings — Full-text search across every SEC filing, using EDGAR’s own search index.
• edgar_company_facts — Every figure a US public company has reported to the SEC in XBRL, annual and quarterly.
• edgar_company_snapshot — A US public company’s SEC identity, recent filings and headline financials in one call.
• edgar_ticker_to_cik — The SEC CIK number for a stock ticker or company name, from EDGAR’s company list.
• sponsor_to_filer — The SEC filer entities linked to a plan sponsor, from EDGAR Form 5500 filings.
• edgar_xbrl_frames — One XBRL financial concept’s reported value across every US public company for one period, from EDGAR.
• edgar_companies_by_sic — Every SEC filer classified under one industry code — a company’s public peers.
• edgar_filing_documents — The documents and attachments inside one SEC filing, by accession number.
• edgar_filing_text — The full text of an SEC filing’s main document, HTML stripped to clean plaintext.