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How to connect SEC EDGAR to Claude

Connect Claude Web, Desktop and Cowork to SEC EDGAR MCP. Get all 10‑q filings for aapl, retrieve xbrl facts for ticker msft, and more using natural language, with authentication handled for you.

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SEC EDGAR is the U.S. Securities and Exchange Commission's public filings service for company submissions, XBRL facts, and filing archives. Access authoritative filing documents and structured financial facts for research, compliance, and analysis.

9 Tools

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your SEC EDGAR account to Claude via Composio Connect, enabling it to get all 10‑Q filings for AAPL, retrieve XBRL facts for ticker MSFT, download filing archive for company Tesla, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate SEC EDGAR with

ChatGPT WorkHermes

Connecting SEC EDGAR to Claude Web, Desktop, and Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

4. Connect your SEC EDGAR account

Back in Claude, ask it to connect to SEC EDGAR or give it any SEC EDGAR-related task.

For example, ask Claude to:

  • "Get all 10‑Q filings for AAPL"
  • "Retrieve XBRL facts for ticker MSFT"
  • "Download filing archive for company Tesla"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your SEC EDGAR account is ready to use.

What is the SEC EDGAR Claude Connector, and what's possible with it?

The SEC EDGAR MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your SEC EDGAR account. It provides structured and secure access so your agent can perform SEC EDGAR operations on your behalf.

Troubleshooting

1. Why does Claude not use the Composio connector for SEC EDGAR?

The connector can show as connected, but Claude must use it in each SEC EDGAR conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to SEC EDGAR again.

2. Why does Claude show an MCP server error before SEC EDGAR connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for SEC EDGAR.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect SEC EDGAR.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the SEC EDGAR authorization link not work?

The Composio connector is one server. Your SEC EDGAR account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the SEC EDGAR connection.
  • Composio creates a fresh SEC EDGAR authorization link.
  • Open that link in your browser and finish the SEC EDGAR sign-in.

4. Why do SEC EDGAR actions fail after they worked before?

The SEC EDGAR connection can expire or lose permission.

  • Ask Claude to inspect the SEC EDGAR connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the SEC EDGAR account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in SEC EDGAR.
  • If the action still fails with a permission error, check that the connected account has that permission in SEC EDGAR itself.

5. How do I switch to a different SEC EDGAR account?

Claude can manage the SEC EDGAR connection for you.

  • Ask Claude to disconnect or delete the current SEC EDGAR account.
  • Ask Claude to connect SEC EDGAR again.
  • Open the new Composio authorization link for SEC EDGAR.
  • Sign in with the other SEC EDGAR account in the browser.
  • After the account connects, ask Claude to retry the SEC EDGAR task.

6. Why is my SEC EDGAR connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your SEC EDGAR connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If SEC EDGAR tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect SEC EDGAR.
TOOLS

Supported Tools

Every SEC EDGAR action and event your agent gets out of the box.

Get SEC Company Concept

Resolve a ticker or CIK and return a bounded page of one company's disclosures for a specific standardized XBRL taxonomy concept.

Get SEC Company Profile

Resolve a ticker or CIK and return the SEC filer's identity, classification, addresses, tickers, exchanges, and filing-history coverage without returning its filing arrays.

Get SEC Filing Document

Resolve a filing path and offload one archive file, filing detail page, complete submission, or SGML header while enforcing a caller-selected size cap.

Get SEC XBRL Frame

Compare one standardized XBRL concept across reporting entities for a calendar period and return a bounded page of matching facts.

List SEC Company Filings

Resolve a ticker or CIK and return one bounded, normalized page of recent or historical SEC company filings.

List SEC Filing Documents

Resolve a ticker or CIK and list a bounded page of documents and generated artifacts in one SEC filing archive, including filenames and sizes needed for safe retrieval.

Search SEC Company Concepts

Resolve a ticker or CIK and search the company's available standardized XBRL concepts.

Search SEC Entities

Search SEC companies by ticker, name, or CIK, or mutual funds by ticker, CIK, series ID, or class ID.

Search SEC Filing Index

Discover and search one daily or quarterly EDGAR master index, returning a bounded page filtered by company, CIK, or form.

FRAMEWORKS

How to build SEC EDGAR MCP Agent with another framework

ChatGPT Work logo

ChatGPT Work

Use SEC EDGAR MCP with ChatGPT Work

Hermes logo

Hermes

Use SEC EDGAR MCP with Hermes

FAQ

Frequently asked questions

With a standalone SEC EDGAR MCP server, the agents and LLMs can only access a fixed set of SEC EDGAR tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from SEC EDGAR and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right SEC EDGAR tools.

Yes, absolutely. You can configure which SEC EDGAR scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your SEC EDGAR data and credentials are handled as safely as possible.

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