Docs//Setup Guide

MCP Server Setup

Connect your AI assistant to SEC filing data—updated within 60 seconds of publication. Works with Claude, Cursor, ChatGPT, and more.

Setup Auth Tools Limits

Prerequisites:

Earnings Feed account (free tier: 15 req/min)

MCP-compatible client (Claude, Cursor, ChatGPT, etc.)

Quick Start

Choose Your Client

Select your AI client below for tailored setup instructions.

Claude Desktop

Anthropic's desktop application for Claude

Config

Settings UI

1. Open Claude Desktop
2. Go to Settings → Connectors
3. Click "Add custom connector"
4. Paste: https://earningsfeed.com/api/mcp
5. Click "Add"

Uses OAuth—no config files needed. Sign in with your Earnings Feed account when prompted.

Official Claude Desktop MCP docs

Claude Code

Claude in your terminal and IDE

Command

Terminal command

claude mcp add --transport http earningsfeed https://earningsfeed.com/api/mcp

Run this command in your terminal. Authorize via browser when prompted.

Official Claude Code MCP docs

Cursor

AI-first code editor

Location

allProject root: .cursor/mcp.json

Config

.cursor/mcp.json

{
  "mcpServers": {
    "earningsfeed": {
      "url": "https://earningsfeed.com/api/mcp"
    }
  }
}

Create the .cursor folder in your project root if it doesn't exist.

Official Cursor MCP docs

VS Code + Cline

Cline extension for Visual Studio Code

Config

Settings UI

1. Click the Cline icon in the VS Code sidebar
2. Click the menu (⋮) in the Cline panel
3. Select "MCP Servers"
4. Click the "Remote Servers" tab
5. Enter name: earningsfeed
6. Enter URL: https://earningsfeed.com/api/mcp
7. Click "Add Server"

Uses OAuth—sign in with your Earnings Feed account when prompted.

Official VS Code + Cline MCP docs

Windsurf

AI-powered development environment

Location

mac~/.codeium/windsurf/mcp_config.json

windows%USERPROFILE%\.codeium\windsurf\mcp_config.json

Config

~/.codeium/windsurf/mcp_config.json

{
  "mcpServers": {
    "earningsfeed": {
      "serverUrl": "https://earningsfeed.com/api/mcp"
    }
  }
}

Create the directory if it doesn't exist.

Official Windsurf MCP docs

ChatGPT

OpenAI's ChatGPT with MCP support

Config

Settings UI

1. Go to Settings → Apps
2. Enable Developer mode in Advanced Settings
3. Click "Create" to add a new app
4. Enter URL: https://earningsfeed.com/api/mcp
5. Click "Create"

Requires ChatGPT Business, Enterprise, or Edu subscription.

Official ChatGPT MCP docs

Authentication

OAuth 2.0 Flow

Secure OAuth 2.0 authentication via Clerk. No API keys to manage or rotate.

First connection

When your AI client first uses an Earnings Feed tool, it opens a browser window for sign-in.

Authorize access

Stay connected

The OAuth token is stored securely. No re-authentication unless you revoke access.

No API keys needed

Unlike our REST API, MCP uses OAuth so you never manage or rotate keys. Your credentials are handled securely by the OAuth flow.

API Reference

Available Tools

Complete documentation for all MCP tools. Each tool is callable by your AI assistant.

get_company

Look up a company by ticker symbol or CIK number

Parameters

Name	Type	Required	Description
`ticker`	`string`	No	Stock ticker symbol (e.g., 'AAPL')
`cik`	`number`	No	SEC CIK number

Example

Prompt

“Look up Apple's company information”

Response

{
  "cik": 320193,
  "name": "Apple Inc.",
  "primaryTicker": "AAPL",
  "tickers": [{ "symbol": "AAPL", "exchange": "Nasdaq", "isPrimary": true }],
  "sicCodes": [{ "code": "3571", "description": "Electronic Computers" }],
  "stateOfIncorporation": "CA",
  "website": "https://www.apple.com"
}

get_recent_filings

Get recent SEC filings with optional filters

Parameters

Name	Type	Required	Description
`ticker`	`string`	No	Filter by ticker symbol
`cik`	`number`	No	Filter by CIK number
`forms`	`string[]`	No	Filter by form types (e.g., ['10-K', '8-K'])
`limit`	`number`	No	Number of results (default 20, max 100)
`cursor`	`string`	No	Pagination cursor

Example

Prompt

“Show me NVIDIA's latest 10-K filings”

Response

{
  "items": [
    {
      "accessionNumber": "0001045810-24-000019",
      "formType": "10-K",
      "filedAt": "2024-02-21T16:05:00Z",
      "companyName": "NVIDIA CORP",
      "primaryTicker": "NVDA",
      "cik": 1045810
    }
  ],
  "hasMore": true,
  "nextCursor": "..."
}

get_filing

Get detailed information about a specific filing

Parameters

Name	Type	Required	Description
`accession`	`string`	Yes	SEC accession number (e.g., '0001045810-24-000019')

Example

Prompt

“Get details for filing 0001045810-24-000019”

Response

{
  "accessionNumber": "0001045810-24-000019",
  "formType": "10-K",
  "filedAt": "2024-02-21T16:05:00Z",
  "companyName": "NVIDIA CORP",
  "primaryTicker": "NVDA",
  "documents": [
    {
      "seq": 1,
      "filename": "nvda-20240128.htm",
      "docType": "10-K",
      "isPrimary": true
    }
  ]
}

search_filings

Search for companies by name or ticker

Parameters

Name	Type	Required	Description
`query`	`string`	Yes	Search query (company name or ticker)
`forms`	`string[]`	No	Filter by form types
`limit`	`number`	No	Number of results (default 20, max 100)

Example

Prompt

“Search for Tesla filings”

Response

{
  "items": [
    {
      "accessionNumber": "...",
      "formType": "10-K",
      "companyName": "Tesla, Inc.",
      "primaryTicker": "TSLA"
    }
  ],
  "hasMore": false
}

get_insider_transactions

Get insider trading transactions

Parameters

Name	Type	Required	Description
`ticker`	`string`	No	Filter by ticker symbol
`cik`	`number`	No	Filter by company CIK
`days`	`number`	No	Filter to transactions within last N days
`direction`	`string`	No	Filter by 'buy' or 'sell'
`limit`	`number`	No	Number of results (default 20, max 100)

Example

Prompt

“Show me insider sales at NVIDIA this month”

Response

{
  "items": [
    {
      "personName": "Jensen Huang",
      "officerTitle": "Chief Executive Officer",
      "isOfficer": true,
      "transactionCode": "S",
      "shares": 29000,
      "pricePerShare": 875.50,
      "transactionValue": 25389500,
      "transactionDate": "2024-12-15",
      "acquiredDisposed": "D"
    }
  ]
}

Usage Limits

Rate Limits

Rate limits are per-user and apply across all connected MCP clients.

Plan	Rate Limit	Price
Free	15 req/min	$0
ProPopular	60 req/min	$15/mo
Trader	300 req/min	$75/mo

Rate limit exceeded?

Your AI receives a helpful message explaining the limit and how to upgrade. The request won't fail—it returns an informative response.

View Full Pricing

Need Help?

Having trouble connecting? Here are some resources.

MCP Specification

Official protocol docs

Contact Support

Get help from our team

>claude mcp add --transport http earningsfeed https://earningsfeed.com/api/mcp_