Created by potrace 1.16, written by Peter Selinger 2001-2019beatandraise.com
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An MCP server to use with LLMs

Connect SEC EDGAR filings to your preferred AI assistant — or to your terminal, if you are building applications on filings data. Ten tools, no API key, no sign-up.

MCP server URL

https://mcp.beatandraise.com/mcp

Setting it up

The same URL works everywhere — only the name changes. Claude calls it a connector; ChatGPT calls it an app and hides it behind developer mode. The server needs no authentication, so choose No authentication if you are asked.

Claude

Connector

Free, Pro, Max, Team and Enterprise. Free plans allow one custom connector.

  1. 1Go to Customize → Connectors.
  2. 2Click +, then Add custom connector.
  3. 3Paste the URL above and click Add. Leave the OAuth fields under Advanced settings empty.
  4. 4In a chat, click + → Connectors and toggle it on.

On Team and Enterprise, an owner adds it once under Organization settings → Connectors → Add → Custom → Web; members then click Connect.

Anthropic's setup guide →

ChatGPT

Developer mode

Plus, Pro, Business, Enterprise and Education, on the web.

  1. 1Open Settings → Security and login and turn on Developer mode.
  2. 2Go to Plugins and click the + button. It only creates developer-mode apps once the toggle above is on.
  3. 3Paste the URL above — including the /mcp path — and create the connection.
  4. 4Review the tools it discovers. The app is saved under Drafts, where you can toggle individual tools.

Developer mode carries real risk with write-capable servers. Everything here is read-only — it queries filings and returns text, and cannot change anything.

OpenAI's setup guide →

Claude Code

Terminal

One command, from any project directory.

claude mcp add --transport http beatandraise https://mcp.beatandraise.com/mcp
The beatandraise.com MCP server answering a filings question in Claude

Available tools

Ten tools, exposed to whichever assistant you connect.

search_filings

Full-text search across all SEC filing content. Find filings mentioning specific topics like "revenue growth", "cybersecurity risk", or "stock buyback" with relevance-ranked results and highlighted snippets.

search_companies

Search for companies by name or ticker symbol. Returns matching entities with CIK, all known names, and ticker symbols. Use this to find a company's CIK before using other tools.

get_filings

Query SEC filings by form type (10-K, 10-Q, 8-K, 13F-HR, S-1, etc.), date range, and CIK. Returns filing metadata sorted by date with the content_object listing all documents.

get_filing_detail

Get full filing metadata including the parsed content_object — a list of every document in the filing with filename, doc_type, description, and whether a markdown version exists.

get_document

Fetch a filing document's content as clean markdown or raw HTML. Read the actual text of a 10-K, 8-K, exhibit, or any other filing document.

search_document

Search within a filing's documents for specific terms. Returns matching lines with surrounding context. Automatically searches the primary documents if no filename is specified.

get_holdings

Get parsed 13F-HR institutional holdings. Returns individual stock positions with issuer name, CUSIP, FIGI, market value, share count, investment discretion, and voting authority.

get_insider_transactions

Get parsed Form 4 insider transactions. Returns insider buy/sell transactions with owner details, transaction date, code (Purchase, Sale, Award, Exercise), shares, price, and post-transaction holdings.

get_financial_statements

Extract structured financial statements from 10-K or 10-Q filings. Returns balance sheet, income statement, cash flow statement, equity statement, and comprehensive income as structured data.

get_company

Look up a company by CIK number to get its name(s) and ticker symbol(s).

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