AI

Connect ChatGPT or Claude to Better EDGAR over the Model Context Protocol.

Pick your client

Each tab has the exact steps and copy-paste values for that client.

Add to ChatGPT

ChatGPT Business, Enterprise, or Edu (web only). First enable Developer Mode: Settings → Apps → Advanced Settings → toggle Developer mode. Then go to Settings → Apps → Create, paste the URL below, set Authentication to OAuth, and click Create. No key needed.

On Enterprise/Edu, an admin must first grant access via Permissions & Roles → Connected Data.

Server URL

https://better-edgar.com/mcp

MCP server reference

Same filings, packaged as tool calls. Streamable HTTP (JSON-RPC 2.0).

Endpoint: https://better-edgar.com/mcp
Transport: Streamable HTTP (POST JSON-RPC 2.0). Protocol version 2025-06-18.
Auth: OAuth 2.1 with Dynamic Client Registration.
Capabilities: tools/list, tools/call, prompts/list, prompts/get.

Tools

Name	Summary
search_filings	Search EDGAR filings by issuer, forms, topics, date, and saved watchlist.
search_news	Search AI-generated news items across filings.
search_issuers	Resolve a fuzzy ticker or name to a CIK.
get_insider_transactions	Search Form 4 insider transactions by issuer, owner, date, and trade type.
meta	Enum reference — forms, sectors, industries, exchanges (with q filter).
list_watchlists	List your watchlists.
get_watchlist	Fetch a watchlist and its member companies.
get_activity	Paginated issuer-grouped dashboard activity with filters and cursors.
dashboard_overview	Agent-facing sector pulse with activity density, price movers, and drilldowns.
dashboard_sector	Drill into one sector with industries, movers, and issuer activity.
dashboard_industry	Drill into one industry with issuer activity and price movers.
dashboard_issuer	Dashboard-style recent activity for one ticker or CIK.
get_latest_news	Latest generated EDGAR news by ticker, sector, industry, topics, or keyword.
list_feeds	List your feeds.
get_feed_matches	Fetch the latest matches for a named feed.
get_filing	Retrieve a filing or one of its exhibits.
filing_profile	Profile a filing: ToC, table counts, notable tables, exhibits, and XBRL coverage.
search_filing	Search ranked snippets across text and tables inside a specific filing.
read_filing	Read a targeted section, chunk, or table from a filing.
search_filing_tables	Find filing tables by keyword, table text, title, key terms, or concepts.
get_filing_table	Return a parsed filing table as semantic rows, markdown, facts, or all views.
xbrl_search_concepts	Search XBRL concepts with table and label context.
xbrl_get_facts	Fetch targeted inline XBRL facts by concept, query, table, or fact kind.
xbrl_compare_periods	Compare one XBRL concept across periods and dimensions.
help	Concept reference — agent workflow, CIK, forms, pagination, market cap, XBRL.

Full tool schemas and examples are served via tools/list on the live endpoint. Every tool is read-only; nothing mutates issuer data.

Prompts

Name	Summary
start_here	Lite request-triage guide: classify the ask, resolve scope, clarify only high-impact gaps, then plan tool use.
getting_started	Guided walkthrough of common BetterEDGAR MCP workflows.
analyst_retrieval_testset	Representative analyst questions for testing filing retrieval workflows.