Connect SEC EDGAR to Copilot Studio
Query SEC EDGAR directly from Copilot Studio. Arlet links the two through one MCP connection and takes care of API keys.
This server connects your AI client to the US Securities and Exchange Commission's EDGAR APIs - the authoritative source for disclosures by US-listed companies. It is the American counterpart to the EDINET server.
Key features:
- resolve_company: turn a ticker symbol (AAPL) or company-name keyword (Apple) into the SEC CIK number that every other tool takes as input.
- list_filings: list a company's filings with form-type and filing-date filters, returning the accession number and a direct URL to the document.
- get_financial_concept: pull the reported time series of a single XBRL concept (Revenues, NetIncomeLoss, Assets, ...) with period, unit, fiscal year and source filing, optionally restricted to annual (10-K) or quarterly (10-Q) figures.
- search_filings_full_text: search the body text of filings from 2001 onward to find which companies discuss a topic, a product or a competitor.
Annual reports on Form 10-K carry segment results, risk factors, and management's discussion - the raw material for competitor and counterparty analysis. Because the XBRL endpoints return machine-readable figures rather than prose, financial comparisons across companies and periods need no parsing.
No API key is needed. The SEC requires every client to identify itself with a contact address and to stay under 10 requests per second; this server handles both automatically.
How to connect SEC EDGAR to Copilot Studio
- 1
In the Arlet dashboard, open Data tools, find SEC EDGAR and switch it on. No API key setup is needed.
- 2
Sign in to Copilot Studio with your work account, create a new agent (or open an existing one), and in the Build tab choose Tools → + → Add → Model Context Protocol (MCP) in the right panel.
- 3
In the Add MCP server form, enter "Arlet" as the Server name, https://mcp.arlet.dev/mcp/ as the Server URL, choose OAuth 2.0 for Authentication and "Dynamic (detected)" for Configuration type, then click Add. No Client ID / Secret is needed.
- 4
On the Select a connection screen, choose Create new connection → Create, then sign in with Google on the Arlet authorization screen and click Allow. Click Add to attach the tool to the agent, then Publish to use it from Microsoft 365 Copilot.
Requires a Microsoft work account and a Copilot Studio license (or trial). MCP is available only for agents using generative orchestration and not in Copilot Studio in Teams.