edgar-company-facts-filings

# Fairquery EDGAR: SEC Company Filings & Financial Facts

**Resolves US tickers, CIKs or company names via SEC EDGAR and returns filings and XBRL financial facts as structured rows, from $1.50 per 1,000 companies.** You pay $0.0015 per resolved company, $0.001 per filing row, $0.0002 per fact row and $0.002 per text excerpt. Error rows are free. Example: 2 companies with 5 filings each and 16 fact rows each cost 2 × $0.0015 + 10 × $0.001 + 32 × $0.0002 = **$0.02**, plus Apify's $0.00005 Actor-start fee.

**[Apify Store](https://apify.com/fairquery/edgar-company-facts-filings)** · **MCP via Apify** · Contact: [fairquery@proton.me](mailto:fairquery@proton.me)

Public Apify Actor that turns the SEC’s public EDGAR data into clean, structured rows for AI agents and MCP clients. Look up by **ticker**, **CIK**, or **company name**. Returns official entity metadata, recent filings (10-K, 10-Q, 8-K and more) with document URLs, XBRL company facts (Assets, Revenues, NetIncomeLoss, diluted EPS and more), and optional plain-text excerpts. Every row carries a schema version, a source SEC URL, and a timestamp. Errors are machine-readable codes.

> **Not investment advice.** Output is a structured mirror of public SEC EDGAR data for research and tooling. It is not a recommendation to buy, sell, or hold any security.

## When to use this (LLM / tool selection)

Use this Actor when an agent needs:

- Map a **ticker, CIK, or company name** → official SEC CIK / entity metadata
- Recent **SEC filings** (10-K, 10-Q, 8-K, …) with document URLs
- **XBRL company facts** (Assets, NetIncomeLoss, EPS, …) from `companyfacts`
- Optional **plain-text excerpts** from primary filing documents

Do **not** use it for realtime quotes, options chains, insider Form 4 parsing beyond what submissions expose, or non-US registries.

## MCP connection (Apify hosted)

Connect any MCP client to Apify’s MCP server with this Actor scoped in:

```json
{
  "mcpServers": {
    "fairquery-edgar": {
      "type": "http",
      "url": "https://mcp.apify.com/?tools=fetch-actor-details,fairquery/edgar-company-facts-filings"
    }
  }
}
```

Clients without OAuth can add `"headers": {"Authorization": "Bearer <APIFY_TOKEN>"}`.

**MCP URL:** `https://mcp.apify.com/?tools=fetch-actor-details,fairquery/edgar-company-facts-filings`

**Actor id:** `fairquery/edgar-company-facts-filings` (lowercase).

### Example agent prompts

- "Using the EDGAR tool, get Apple's and Microsoft's 10-K and 10-Q filings since 2023 and their latest Assets, NetIncomeLoss and diluted EPS."
- "Find the CIK for Nvidia and list its last five 8-K filings with links."

## Local stdio MCP server

This repo also ships a **stdio MCP server** (TypeScript, `@modelcontextprotocol/sdk`) under [`mcp/`](./mcp) with single-purpose tools. Five are **free** and call sec.gov directly (no token, brand User-Agent `Fairquery`, throttled to ≤5 req/s); one optional bulk tool runs the Apify Actor. `initialize` and `tools/list` work **without** a token.

| Tool | What it does | Paging | Cost |
|---|---|---|---|
| `edgar_resolve_company` | Ticker / CIK / name fragment → SEC CIK, ticker, registrant name | – | free |
| `edgar_list_filings` | One company's filings, filter by `formTypes`, `since`, `until`; optional full history | `limit`/`offset` | free |
| `edgar_get_filing_document` | Primary (or named) filing document from sec.gov Archives as plain text, by URL or accession number | `offset`/`maxChars` (chars) | free |
| `edgar_get_company_facts` | XBRL facts: list available concepts (with `search`) or time series for `concepts`, filter by form / fiscal period / date | `limit`/`offset` | free |
| `edgar_get_concept_across_companies` | One concept for one period across all filers (SEC frames API), sortable, optional company filter | `limit`/`offset` | free |
| `edgar_batch_export` | Multi-company export of filings + facts + excerpts via the Apify Actor | – | pay-per-event, needs `APIFY_TOKEN` |

Paged tools return `{count, total, offset, hasMore, nextOffset, meta, items}`. Errors are returned as `{error, message, retryable}` with codes such as `COMPANY_NOT_FOUND`, `FILING_NOT_FOUND`, `NOT_FOUND`, `INVALID_URL`, `SEC_FETCH_FAILED`.

Live test of all free tools: `cd mcp && npm run build && node scripts/live-test.mjs`.

### Install & run (Node)

```bash
cd mcp
npm install
npm run build
node dist/index.js            # free tools
APIFY_TOKEN=your_token node dist/index.js   # also enables edgar_batch_export
```

### MCP client config (Cursor / Claude Desktop)

```json
{
  "mcpServers": {
    "fairquery-edgar": {
      "command": "node",
      "args": ["/absolute/path/to/edgar-company-facts-filings/mcp/dist/index.js"],
      "env": {
        "APIFY_TOKEN": "your_apify_token"
      }
    }
  }
}
```

### Docker

Build from `mcp/`:

```bash
cd mcp
docker build -t fairquery-edgar-mcp .
docker run -i -e APIFY_TOKEN=your_token fairquery-edgar-mcp
```

The repo-root `Dockerfile` builds this stdio MCP server (build context = repository root) and is what Glama uses. The Apify Actor image is built from [`.actor/Dockerfile`](./.actor/Dockerfile).

### Glama

`glama.json` lists `fairquery` as maintainer. After Glama indexes the server, claim ownership if needed.

## Data sources (SEC fair access)

| Resource | URL |
| --- | --- |
| Tickers map | `https://www.sec.gov/files/company_tickers.json` |
| Submissions | `https://data.sec.gov/submissions/CIK##########.json` |
| Company facts | `https://data.sec.gov/api/xbrl/companyfacts/CIK##########.json` |

The Actor sends `User-Agent: Fairquery fairquery@proton.me` and throttles to **≤ 5 requests/second**.

## Input

| Field | Type | Default | Description |
| --- | --- | --- | --- |
| `companies` | `string[]` | — | Tickers (`AAPL`), CIKs (`320193`), or name fragments (`Apple`) |
| `mode` | `filings` \| `facts` \| `both` | `both` | Which row types to emit (always emits `company` when resolved) |
| `formTypes` | `string[]` | `["10-K","10-Q","8-K"]` | Form filter (case-insensitive); pass `[]` for all forms |
| `since` | `YYYY-MM-DD` | — | Keep filings with `filingDate >= since` |
| `maxFilingsPerCompany` | `int` (1–200) | `5` | Cap filing rows per company |
| `metrics` | `string[]` | `["Assets","NetIncomeLoss","EarningsPerShareDiluted","Revenues"]` | XBRL concept names (case-insensitive); `[]` uses a curated 10-concept us-gaap set |
| `maxFactsPerMetric` | `int` (1–50) | `4` | Most-recent values per concept/unit |
| `includeTextExcerpt` | `bool` | `false` | Fetch primary document text |
| `excerptMaxChars` | `int` (200–20,000) | `2000` | Excerpt length cap in characters |

### Example input

```json
{
  "companies": ["AAPL", "MSFT"],
  "mode": "both",
  "formTypes": ["10-K", "10-Q"],
  "since": "2023-01-01",
  "maxFilingsPerCompany": 5,
  "metrics": ["Assets", "NetIncomeLoss", "EarningsPerShareDiluted"],
  "includeTextExcerpt": false
}
```

Minimal:

```json
{"companies":["AAPL"],"mode":"both","formTypes":["10-K"],"metrics":["Assets","NetIncomeLoss"]}
```

## Output

One **dataset row per company, filing, fact, text excerpt, or error**. Every row includes:

- `schema_version` — currently `1.0.0`
- `type` — `company` | `filing` | `fact` | `text_excerpt` | `error`
- `source_url` — SEC URL the row came from
- `scraped_at` — ISO timestamp

### Error rows (machine-readable)

```json
{
  "schema_version": "1.0.0",
  "type": "error",
  "code": "COMPANY_NOT_FOUND",
  "message": "Could not resolve company query: ZZNOTREAL",
  "retryable": false,
  "query": "ZZNOTREAL",
  "source_url": "https://data.sec.gov/"
}
```

Codes include: `INPUT_EMPTY`, `COMPANY_NOT_FOUND`, `RESOLVE_FAILED`, `SUBMISSIONS_FETCH_FAILED`, `FACTS_FETCH_FAILED`, `EXCERPT_FETCH_FAILED`.

### Run summary

Key-value store record **`RUN_SUMMARY`** with counts, SEC request total, and echoed input.

**Fact order:** for each concept and unit, fact rows are sorted by period end date (newest first), then by filing date. A value that later filings re-report (for example the prior-year column of a 10-Q) is returned once, from the latest filing, so `maxFactsPerMetric` gives you the most recent periods.

## Pricing

No subscription. You pay for these events:

| Event | Price | When |
| --- | --- | --- |
| `company-resolved` | $0.0015 | Each successfully resolved company row |
| `filing` | $0.001 | Each filing row |
| `financial-fact` | $0.0002 | Each XBRL fact row |
| `text-excerpt` | $0.002 | Each primary-document text excerpt row |
| `apify-actor-start` | $0.00005 | Once per run, per GB of memory (Apify default event) |

Error rows (`COMPANY_NOT_FOUND`, `FACTS_FETCH_FAILED`, …) are **not charged**.

**Worked example:** `{"companies": ["AAPL", "MSFT"], "mode": "both", "maxFilingsPerCompany": 5, "metrics": ["Assets", "NetIncomeLoss", "EarningsPerShareDiluted", "Revenues"], "maxFactsPerMetric": 4}` returns 2 company rows, up to 10 filing rows and up to 32 fact rows: 2 × $0.0015 + 10 × $0.001 + 32 × $0.0002 = **$0.02** at most, plus $0.00005. Turning on `includeTextExcerpt` adds $0.002 per filing.

To cap spend, use `mode: "facts"` or `"filings"`, lower `maxFilingsPerCompany` / `maxFactsPerMetric`, or set a maximum cost per run in the run options (the Actor stops cleanly at the limit). Prices are from the Store pricing tab (October 2026).

## Memory / runtime

Default **256 MB**, timeout 300s. HTTP-only (no browser).

## Troubleshooting

| Symptom | Cause and fix |
| --- | --- |
| API call rejected: `companies` is required | The input had no companies. The sample tickers in the Console form are prefill only and are not sent with API calls. |
| `COMPANY_NOT_FOUND` | The ticker, CIK or name fragment is not in the SEC ticker map (for example a non-US or delisted company). Try the CIK. These rows are free. |
| Fewer filings than expected | `formTypes` defaults to 10-K, 10-Q and 8-K. Pass `[]` for all forms, and check `since` and `maxFilingsPerCompany`. |
| A metric is missing from the facts | The company does not report that us-gaap concept (for example