What is edgartools-mcp CLAUDE.md?

A set of project instructions for EdgarTools, a Python library that reads and analyzes financial filings submitted to the U.S. Securities and Exchange Commission. It explains the library's main objects and data flow.

It helps find company filings, read annual and quarterly reports, parse XBRL financial data, and access company and reference information.

It helps an agent understand the project's established patterns before changing code or working with filings.

How sareegpt/edgartools-mcp configures Claude Code

Reuse

Borrowing it

Nothing to install: this file belongs to sareegpt/edgartools-mcp. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file

curl -O https://raw.githubusercontent.com/sareegpt/edgartools-mcp/main/CLAUDE.md

Clone the repo

git clone --depth 1 https://github.com/sareegpt/edgartools-mcp

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

README.md

[![agentmods](https://agentmods.dev/badge/instructions/sareegpt/edgartools-mcp/claude-md/github.svg)](https://agentmods.dev/instructions/sareegpt/edgartools-mcp/claude-md)

Your own site

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Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

Your own site · 80×15

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Per session 1,140 This file is loaded in full into every session.

When invoked 1,140 The same file — it is already loaded in full.

Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.

Origin 89% copy Near-identical to another mod in the catalogue.

Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

Model	Per session	Once invoked
Fable 5.1	$0.01140	$0.01140
Opus 5.5	$0.00456	$0.00456
Sonnet 5.5	$0.00228	$0.00228
Haiku 4.5	$0.00114	$0.00114

Measured 2mo ago against content hash 19904b63f8f9, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

edgartools-mcp CLAUDE.md scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2mo ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

This is a copy

89% identical to edgartools CLAUDE.md — 27 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

CLAUDE.md · 116 lines

How it starts

The opening of the file, as written. The whole thing — 116 lines — stays where its author put it; the contents beside it link to each section on GitHub.

EdgarTools

Python library for SEC Edgar filings analysis.

Philosophy

Simple API, complex data: Hide SEC complexity behind intuitive Python objects
Progressive disclosure: Basic usage is easy; advanced features available when needed
Read before write: Understand existing patterns before modifying code

Need	Location	Key Classes
Filing access	`edgar/_filings.py`	`Filing`, `Filings`
Company data	`edgar/entity/core.py`	`Company`, `Entity`
XBRL parsing	`edgar/xbrl/xbrl.py`	`XBRL`
Statements	`edgar/xbrl/statements.py`	`Statement`
Documents	`edgar/documents/`	`Document`, `HTMLParser`
Reports (10-K/Q/8-K)	`edgar/company_reports.py`	`TenK`, `TenQ`, `EightK`
Reference data	`edgar/reference/`	Tickers, forms

Entry Points

from edgar import Filing, Filings, Company, find, obj

Company("AAPL") - Get company by ticker or CIK
find(form="10-K", ticker="AAPL") - Search filings
filing.xbrl() - Parse XBRL financials
filing.obj() - Get typed report object (TenK, TenQ, etc.)

Data Flow

Filing → filing.obj() → TenK/TenQ/EightK
Filing → filing.xbrl() → XBRL → statements
Company → company.get_facts() → EntityFacts → Statement
Filing → filing.document() → Document → extractors

Large Files (>30KB)

When modifying these, read in chunks:

_filings.py (72KB), xbrl/rendering.py (72KB), xbrl/xbrl.py (66KB)
entity/entity_facts.py (63KB), xbrl/facts.py (55KB), xbrl/statements.py (46KB)

Issue Tracking (Beads)

We use bd (beads) for issue tracking. Full docs: docs/beads-workflow.md

bd list --status open              # Ready/open issues
bd list --status in_progress       # Currently active
bd list --status open -p 0         # Critical priority (0=critical, 4=backlog)
bd list -t bug                     # Filter by type (bug/feature/task)
bd show ISSUE_ID                   # View details
bd update ISSUE_ID --status in_progress  # Change status
bd create --title "..." --type bug --priority P1  # Create issue

Read the full file on GitHub · 116 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

2mo ago First seen · 116 lines · 1,140 tokens per session scan A 19904b63f8f9

Subscribe to this mod's changes

edgartools-mcp CLAUDE.md is an instructions file published in the GitHub repository sareegpt/edgartools-mcp (19 stars, last pushed 8mo ago), licensed MIT. It adds 1,140 tokens to every session, about $0.0046 per session on Opus 5.5. A static security scan graded it A with 0 findings. It is 89% identical to edgartools CLAUDE.md, differing in 27 lines, and is treated as a copy.

Analytics and metrics Finance and fintech

edgartools-mcp CLAUDE.md next to 6 instructions from other repositories
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edgartools-mcp: Instructions file for Claude Code