MCP connection guide

Connect EdgarStack in a few steps

Add your key once, choose your AI client, and copy the connection details. Your model uses EdgarStack to look up public SEC filing data.

Step 1

Add your EdgarStack API key

Check your welcome email for your key. Don’t have one? Get a free key at edgarstack.com.

Step 2

Choose your AI client

Claude Desktop

For people who already use Claude and want it to research company filings with EdgarStack. Add the hosted server through Claude’s remote connector settings; the desktop JSON config is for local servers.

Claude’s current help lists remote MCP connectors for Pro, Max, Team, and Enterprise plans. Plan availability can change.

EdgarStack server URL

Add the connector

Open Claude Desktop → Settings → Connectors.
Choose Add custom connector and paste the EdgarStack URL above.
Add the connector, then enable EdgarStack from the chat’s tools menu.

Test it in a new chat

Look up Apple's CIK number using EdgarStack

ChatGPT

For people who use ChatGPT on the web. Custom MCP setup uses Developer Mode, and access depends on your account plan and workspace settings.

OpenAI’s current help lists Pro for personal read/fetch MCP connections in Developer Mode; broader MCP access is available on Business, Enterprise, and Edu plans. The interface and eligibility may vary.

EdgarStack server URL

Add the connector

Open ChatGPT on the web and enable Developer Mode in Apps or workspace settings, if available.
Open Plugins → + → Add custom MCP server (or the Apps page for your account).
Paste the URL, name it EdgarStack, and create the connection.
Start a chat and enable EdgarStack from the tools or apps menu.

Test it in a new chat

Use EdgarStack to look up Apple's revenue for the last 3 years

Ollama / Open WebUI

For people using an Ollama model through Open WebUI. The model can run on your machine while EdgarStack provides hosted SEC research tools; prompts and tool results still pass through the EdgarStack service.

Requires Open WebUI v0.6.31 or later and an administrator to add the MCP server. Tool-calling quality varies by model; choose one with reliable native tool calling.

EdgarStack server URL

Add the connector

In Open WebUI, open Settings → Admin → Integrations.
Under External Tool Servers, choose + Add Connection.
Set Type to MCP (Streamable HTTP), paste the URL, and save. No separate auth header is needed; the key is in the URL.
In a chat, open + → Integrations → Tools and enable EdgarStack.

Test it in a new chat

Use EdgarStack to compare gross margins for AAPL, MSFT, and NVDA