https://github.com/stefanoamorelli/sec-edgar-agentkit

AI agent toolkit for accessing and analyzing SEC EDGAR filing data. Build intelligent agents with LangChain, MCP-use, Gradio, Dify, and smolagents to analyze financial statements, insider trading, and company filings.
https://github.com/stefanoamorelli/sec-edgar-agentkit

10k 8k agent-toolkit ai-agents dify edgar financial-analysis financial-data gradio insider-trading investment-research langchain mcp model-context-protocol monorepo python sec sec-filings typescript xbrl

Last synced: 2 months ago
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Host: GitHub
URL: https://github.com/stefanoamorelli/sec-edgar-agentkit
Owner: stefanoamorelli
License: agpl-3.0
Created: 2025-08-10T12:31:35.000Z (11 months ago)
Default Branch: main
Last Pushed: 2025-08-17T17:28:30.000Z (10 months ago)
Last Synced: 2025-11-23T15:05:18.895Z (7 months ago)
Topics: 10k, 8k, agent-toolkit, ai-agents, dify, edgar, financial-analysis, financial-data, gradio, insider-trading, investment-research, langchain, mcp, model-context-protocol, monorepo, python, sec, sec-filings, typescript, xbrl
Language: Python
Size: 402 KB
Stars: 7
Watchers: 0
Forks: 0
Open Issues: 0
Metadata Files:
- Readme: README.md
- License: LICENSE
- Citation: CITATION.cff
- Security: SECURITY.md

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README

          # SEC EDGAR Agent Kit



  

  

  

  

  

  

  

  



A multi-framework monorepo toolkit for building AI agents and applications that can access and analyze [SEC EDGAR](https://www.sec.gov/edgar) filing data. Built on top of the [sec-edgar-mcp](https://github.com/stefanoamorelli/sec-edgar-mcp) Model Context Protocol server.

This monorepo contains multiple packages and integrations, each optimized for different AI agent frameworks and use cases.

## Supported Frameworks

-  **[LangChain](https://github.com/langchain-ai/langchain)** - Build sophisticated agents with LangChain's agent framework ([integrations/langchain](./integrations/langchain))

-  **[MCP-use](https://github.com/mcp-use/mcp-use)** - Create MCP agents with any LLM for accessing SEC EDGAR data ([integrations/mcp-use](./integrations/mcp-use))

-  **[Gradio](https://github.com/gradio-app/gradio)** - Interactive web interface for exploring SEC filings ([integrations/gradio](./integrations/gradio))

-  **[Dify](https://github.com/langgenius/dify)** - Plugin for Dify workflow automation platform ([integrations/dify](./integrations/dify))

-  **[smolagents](https://github.com/huggingface/smolagents)** - Lightweight agent framework by Hugging Face for quick prototypes ([integrations/smolagents](./integrations/smolagents))

## Features

- **Company information**: Look up CIKs, retrieve company details, and access company facts

- **Filing search & analysis**: Search for filings, extract content, and analyze 8-K reports

- **Financial data**: Extract financial statements and parse XBRL data with precision

- **Insider trading**: Analyze Forms 3, 4, and 5 for insider transaction data

- **LangChain integration**: Seamless integration with LangChain agents and chains

## Installation

This monorepo is organized using modern tooling and contains multiple packages. You can install individual packages from npm:

### Install individual packages

```bash

# LangChain toolkit

npm install @sec-edgar-agentkit/langchain

# MCP-use natural language interface

npm install @sec-edgar-agentkit/mcp-use

# smolagents Python package

pip install sec-edgar-agentkit-smolagents

```

### Gradio and Dify

For Gradio and Dify setup instructions, see their respective documentation:

- Gradio: [integrations/gradio/README.md](./integrations/gradio/README.md)

- Dify: [integrations/dify/README.md](./integrations/dify/README.md)

### Development setup

```bash

# Clone the repository

git clone https://github.com/stefanoamorelli/sec-edgar-agentkit

cd sec-edgar-agentkit

# Install all dependencies (monorepo)

bun install

# Build all packages

bun run build

```

Prerequisites:

- [Bun](https://bun.sh/) (for TypeScript/JavaScript development)

- [Python](https://www.python.org/) 3.8+ (for Gradio interface)

- `sec-edgar-mcp` server: `pip install sec-edgar-mcp`

## Quick start

### LangChain

```typescript

import { SECEdgarAgentToolkit } from './integrations/langchain';

const toolkit = new SECEdgarAgentToolkit({

  mcpServerUrl: 'sec-edgar-mcp',

  configuration: {

    actions: {

      companies: { lookupCIK: true, getInfo: true },

      filings: { search: true, getContent: true },

    }

  }

});

const tools = toolkit.getTools();

// Use with any LangChain agent

```

### MCP-use

```javascript

import { agent, analyzeFinancials } from './integrations/mcp-use';

// Simple function calls

const appleInfo = await agent.use("Look up Apple's latest 10-K filing");

const analysis = await analyzeFinancials('AAPL', 3);

```

### Gradio interface

```bash

# Run the Gradio interface

cd integrations/gradio

./run.sh

# Access at http://localhost:7860

# Or manually:

pip install -r requirements.txt

python app.py

```

## Configuration

### Available actions

```typescript

{

  actions: {

    companies: {

      lookupCIK: boolean,      // CIK lookup by name/ticker

      getInfo: boolean,        // Company information

      getFacts: boolean,       // XBRL company facts

    },

    filings: {

      search: boolean,         // Search filings

      getContent: boolean,     // Extract filing content

      analyze8K: boolean,      // Analyze 8-K reports

      extractSection: boolean, // Extract specific sections

    },

    financial: {

      getStatements: boolean,  // Financial statements

      parseXBRL: boolean,      // XBRL data parsing

    },

    insiderTrading: {

      analyzeTransactions: boolean, // Forms 3/4/5 analysis

    }

  }

}

```

## Available tools

### Company tools

- `sec_edgar_cik_lookup`: Look up a company's CIK by name or ticker

- `sec_edgar_company_info`: Get detailed company information

- `sec_edgar_company_facts`: Retrieve XBRL company facts

### Filing tools

- `sec_edgar_filing_search`: Search for filings with filters

- `sec_edgar_filing_content`: Extract filing content

- `sec_edgar_analyze_8k`: Analyze 8-K reports

### Financial tools

- `sec_edgar_financial_statements`: Extract financial statements

- `sec_edgar_xbrl_parse`: Parse XBRL data for precise values

### Insider trading tools

- `sec_edgar_insider_trading`: Analyze insider transactions

## Examples

### Basic company analysis

```typescript

const result = await executor.invoke({

  input: "Find Microsoft's CIK and get their latest 10-K filing summary"

});

```

### Financial analysis

```typescript

const result = await executor.invoke({

  input: "Compare Apple's revenue growth over the last 3 years using their 10-K filings"

});

```

### Insider trading analysis

```typescript

const result = await executor.invoke({

  input: "Show me insider selling activity for Tesla in the last quarter"

});

```

## Framework-specific examples

### LangChain - Complex agent

```typescript

import { SECEdgarAgentToolkit } from './integrations/langchain';

import { ChatOpenAI } from '@langchain/openai';

import { AgentExecutor, createStructuredChatAgent } from 'langchain/agents';

const toolkit = new SECEdgarAgentToolkit({

  mcpServerUrl: 'sec-edgar-mcp',

  configuration: {

    actions: {

      companies: { lookupCIK: true, getInfo: true },

      filings: { search: true, analyze8K: true },

      financial: { getStatements: true, parseXBRL: true },

    }

  }

});

const agent = await createStructuredChatAgent({

  llm: new ChatOpenAI({ modelName: 'gpt-4' }),

  tools: toolkit.getTools(),

  prompt: ChatPromptTemplate.fromMessages([

    ['system', 'You are a financial analyst with access to SEC EDGAR data.'],

    ['human', '{input}'],

    ['assistant', '{agent_scratchpad}']

  ])

});

const executor = new AgentExecutor({ agent, tools: toolkit.getTools() });

const result = await executor.invoke({

  input: "Compare Apple and Microsoft's revenue growth over the last 3 years"

});

```

### MCP-use - Simple queries

```javascript

import { agent } from './mcp-use';

// Natural language queries

const result = await agent.use(`

  Find Tesla's latest 8-K filing and summarize any material events.

  Also show me their insider trading activity for the past month.

`);

console.log(result);

```

## Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

## License

© 2025 [Stefano Amorelli](https://amorelli.tech)

This open-source project is licensed under the [GNU Affero General Public License v3.0 (AGPL-3.0)](https://www.gnu.org/licenses/agpl-3.0.html). This means:

- You can use, modify, and distribute this software

- If you modify and distribute it, you must release your changes under AGPL-3.0

- If you run a modified version on a server, you must provide the source code to users

- See the [LICENSE](LICENSE) file for full details

For commercial licensing options or other licensing inquiries, please contact stefano@amorelli.tech.

Author: [Stefano Amorelli](https://amorelli.tech)

ecosyste.ms

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https://github.com/stefanoamorelli/sec-edgar-agentkit

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