Public filings
SEC EDGAR MCP Server
Published by Stefano Amorelli (open source)
SEC EDGAR filings server for a target's 13F holdings value and concentration. 13F value is a proxy for AUM, not regulatory AUM.
Local
No auth
Community
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Assets under management
Drives: AUM Percentage
Revenue concentration score (0-100, higher = well spread)
Drives: Quality multiplier
What you approve
- 1.No credentials — it reads public SEC EDGAR filings.
How your agent connects it
- 1.Add the SEC EDGAR MCP Server MCP server to your assistant — no key needed.
- 2.Ask the agent for the adviser's 13F holdings value (a proxy for AUM, not regulatory AUM) and holdings concentration.
Figures, not records
Your agent reads SEC EDGAR MCP Server directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.