How to add SEC EDGAR MCP to Windsurf

Query SEC EDGAR filings — 10-K/10-Q/8-K sections, XBRL financials, insider trades — with exact numbers and source URLs. Paste the config into ~/.codeium/windsurf/mcp_config.json and restart Windsurf.

Last updated June 14, 2026 · 328★ · stdio · no auth

Windsurf config for SEC EDGAR MCP

docker run -i --rm -e "SEC_EDGAR_USER_AGENT=Your Name (your@email.com)" stefanoamorelli/sec-edgar-mcp:latest

{
  "mcpServers": {
    "sec-edgar-mcp": {
      "command": "docker",
      "args": [
        "run",
        "-i",
        "--rm",
        "-e",
        "SEC_EDGAR_USER_AGENT=Your Name (your@email.com)",
        "stefanoamorelli/sec-edgar-mcp:latest"
      ]
    }
  }
}

Requires Docker to be installed and running.

Setup steps

1Open Windsurf → Cascade → the hammer/MCP icon → Configure (or edit ~/.codeium/windsurf/mcp_config.json).
2Paste the SEC EDGAR MCP config below.
3Fill in placeholder secrets, then save.
4Click Refresh in the MCP panel.
5SEC EDGAR MCP's tools become available to Cascade.

Before you start

Docker (quick start) or Python 3.11+ for pip/conda/uv installs
A SEC_EDGAR_USER_AGENT string with your name and email (SEC fair-access requirement, not a key)
No account or API key — EDGAR is free public data

What SEC EDGAR MCP can do in Windsurf

Company tools

CIK lookup, company info, and company facts.

Filing tools

10-K, 10-Q, 8-K retrieval and section extraction.

Financial tools

Balance sheet, income statement, and cash flow, parsed from XBRL.

Insider trading tools

Form 3/4/5 transaction data.

Security

Read-only access to public SEC data; no credentials beyond the SEC-required user-agent string with your contact info. The optional streamable-HTTP mode has no authentication built in — the README says to use it only on private networks. AGPL-3.0 license matters if you embed it in a commercial product.

SEC EDGAR MCP + Windsurf FAQ

Where is the Windsurf config file?

Windsurf reads MCP servers from ~/.codeium/windsurf/mcp_config.json. Paste the SEC EDGAR MCP config there under the "mcpServers" key and restart the client.

Is SEC EDGAR MCP safe to use with Windsurf?

Is SEC EDGAR MCP free?

Yes. EDGAR data is public and free, and the server is open source (AGPL-3.0) with no API key — you only provide a user-agent string with contact info as the SEC requires. Commercial licensing is offered separately if AGPL doesn't fit your product.

How accurate are the financial numbers?

Financial statements are parsed from the filings' XBRL data, so values are the exact filed figures rather than approximations, and every response includes the SEC filing URL so you can verify. The project also runs a Promptfoo eval suite in CI.

Is this an official SEC tool?

No. The README states it is not affiliated with or endorsed by the U.S. Securities and Exchange Commission; it is a community project by Stefano Amorelli that reads EDGAR's public endpoints.

View repo Full SEC EDGAR MCP page