@pipeworx/edgar

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

Tools: 15

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.

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 10-K’s revenue-disaggregation note, with a citation (accession, filing date, report URL).

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

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”) OR a company name (e.g. “Tesla”, “Apple Inc”) to the SEC’s 10-digit CIK identifier — required by every other SEC tool. Call THIS FIRST when you have a ticker/na
  • sponsor_to_filer — Resolve an organization NAME — especially a clinical-trial sponsor, drug developer, or operating subsidiary — to the US-listed public FILER that reports it (ticker + SEC CIK). Built for the join that
  • filer_to_sponsors — The REVERSE of sponsor_to_filer: given a US-listed public FILER (parent company), list its operating subsidiaries as disclosed in Exhibit 21 of its most recent 10-K (Item 601(b)(21) — “significant sub
  • 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
  • edgar_companies_by_sic — AUTHORITATIVE peer / competitor lookup: find every SEC filer classified under one SIC (Standard Industrial Classification) industry code. PREFER OVER WEB SEARCH for “who are $COMPANY’s public competit
  • edgar_product_revenue — PRODUCT-LEVEL or segment-level revenue as STRUCTURED data — e.g. “how much revenue did Keytruda generate”, “AAPL revenue by product line”. Regular XBRL tools (edgar_company_concept, edgar_company_fact
  • edgar_filing_documents — AUTHORITATIVE list of the SEC filing documents inside ONE specific filing, by accession number. Retrieve a filing / its contents / attachments: pass the accession (e.g. “0000320193-25-000079”, with or
  • edgar_filing_text — AUTHORITATIVE full text of a SEC filing’s primary document (10-K / 10-Q / 8-K body), HTML stripped to clean plaintext — the source for disclosures that live in prose, not XBRL: going-concern language,

Tools

  • edgar_companies_by_sic — AUTHORITATIVE peer / competitor lookup: find every SEC filer classified under one SIC (Standard Industrial Classification) industry code. PREFER OVER WEB SEARCH for who are $COMPANY's public competito
  • 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_filing_documents — AUTHORITATIVE list of the SEC filing documents inside ONE specific filing, by accession number. Retrieve a filing / its contents / attachments: pass the accession (e.g. 0000320193-25-000079 , with or
  • edgar_filing_text — AUTHORITATIVE full text of a SEC filing's primary document (10-K / 10-Q / 8-K body), HTML stripped to clean plaintext — the source for disclosures that live in prose, not XBRL: going-concern language,
  • 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_product_revenue — PRODUCT-LEVEL or segment-level revenue as STRUCTURED data — e.g. how much revenue did Keytruda generate , AAPL revenue by product line . Regular XBRL tools (edgar_company_concept, edgar_company_facts)
  • 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 ) OR a company name (e.g. Tesla , Apple Inc ) to the SEC's 10-digit CIK identifier — required by every other SEC tool. Call THIS FIRST when you have a ticker/name
  • 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
  • filer_to_sponsors — The REVERSE of sponsor_to_filer: given a US-listed public FILER (parent company), list its operating subsidiaries as disclosed in Exhibit 21 of its most recent 10-K (Item 601(b)(21) — significant subs
  • sponsor_to_filer — Resolve an organization NAME — especially a clinical-trial sponsor, drug developer, or operating subsidiary — to the US-listed public FILER that reports it (ticker + SEC CIK). Built for the join that

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