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Reported issues for EdgarTools

Pod holds 16 of 16 problems reported by people outside the maintainer team. Issues filed by the project's own owners, members and collaborators are excluded entirely — a maintainer's release checklist is not a warning to a prospective user.

Back to EdgarTools.

Most discussed

MCP server fails to start with mcp 2.0.0

Issue Type

  • Data Quality Issue (incorrect financial values, missing data)
  • XBRL Parsing Issue (statement rendering, concept mapping)
  • Filing Access Issue (download failures, attachment problems)
  • Performance Issue (slow operations, memory problems)
  • Compatibility Issue (platform/dependency conflicts)
  • Documentation Issue (unclear instructions, missing examples)

Environment

Read the thread · 2026-07-29 · closed · external user · 2 comments

MCP Server v5.17.0 - Output validation error: outputSchema defined but no structured output returned

Environment:

edgartools version: 5.17.0 mcp version: 1.26.0 Python: 3.12 Client: Claude Desktop (MCP client)

Description: The MCP server in v5.17.0 defines outputSchema in tool definitions but returns text content instead of structured output. This causes all tool calls to fail with:

Output validation error: outputSchema defined but no structured output returned

Steps to reproduce:

Configure edgartools MCP server in Claude Desktop Call any tool (e.g., edgar_company with {"ide

Read the thread · 2026-02-24 · closed · external user · 1 comment

Bug: edgar_filing MCP tool returns null for 10-Q narrative sections (MD&A, Risk Factors, etc.)

Issue Type

  • Data Quality Issue (incorrect financial values, missing data)
  • XBRL Parsing Issue (statement rendering, concept mapping)
  • Filing Access Issue (download failures, attachment problems)
  • Performance Issue (slow operations, memory problems)
  • Compatibility Issue (platform/dependency conflicts)
  • Documentation Issue (unclear instructions, missing examples)

*Environment

Read the thread · 2026-02-19 · closed · external user · 3 comments

Simple docker or uvx mcp server will help.

Feature Category

  • New API functionality
  • Performance improvement
  • Developer experience improvement
  • Documentation enhancement
  • [ x] Tool/utility addition

Problem Statement

Is your feature request related to a problem? Please describe. A clear and concise description of what the problem is. Ex. I'm always frustrated when [...] I want to run this on the server instead of desktop as an MCP server.

Read the thread · 2026-02-18 · closed · external user · 2 comments

facts.get_fact() call returns None

Issue Type

  • [ x ] Data Quality Issue (incorrect financial values, missing data)
  • XBRL Parsing Issue (statement rendering, concept mapping)
  • Filing Access Issue (download failures, attachment problems)
  • Performance Issue (slow operations, memory problems)
  • Compatibility Issue (platform/dependency conflicts)
  • Documentation Issue (unclear instructions, missing examples)

Environme

Read the thread · 2026-01-25 · closed · external user · 2 comments

Could we loosen the version pin on the mcp tool for edgartools[ai]?

https://github.com/dgunning/edgartools/blob/main/pyproject.toml#L53 right now this is causing a lot of trouble to my dependencies as openbench requires a higher version of mcp. Could we update this to >=?

Read the thread · 2025-12-19 · closed · external user · 2 comments

order and balance_type values not properly parsed in calculation trees

Issue Type

  • Data Quality Issue (incorrect financial values, missing data)
  • XBRL Parsing Issue (statement rendering, concept mapping)
  • Filing Access Issue (download failures, attachment problems)
  • Performance Issue (slow operations, memory problems)
  • Compatibility Issue (platform/dependency conflicts)
  • Documentation Issue (unclear instructions, missing examples)

Environment

Read the thread · 2025-09-15 · closed · external user · 2 comments

[Feature-Request] MCP Server for Applications

It would be incredibly valuable for most agentic applications to deploy, and then reach out to, organized MCP servers, and I'd very much like an MCP wrapper around the API, which would be locally deployable. This would greatly simplify integrating the API with LLMs / Agents.

Read the thread · 2025-07-31 · closed · external user · 6 comments

Most recent

MCP edgar_fund(action="portfolio") total_value sums share counts, not dollars

Summary

edgar_fund(action="portfolio")'s total_value field sums share/unit counts instead of dollars, for every fund. Per-holding records in the same response are correct — only the aggregate is wrong.

Reproduction

edgartools 5.52.0:

import asyncio
from edgar import set_identity
from edgar.ai.mcp.tools.fund import edgar_fund

set_identity("Your Name your@email.com")
r = asyncio.run(edgar_fund(action="portfolio", identifier="VFINX", limit=5))
print(r.data["total_value"])
p

[Read the thread](https://github.com/dgunning/edgartools/issues/1148) · 2026-08-25 · closed · outside contributor · 0 comments

### MCP `edgar_trends(concepts=["revenue"])` returns a different concept depending on `periods`, and is wrong for some companies at every value

## Summary

`edgar_trends(concepts=["revenue"])` does not return revenue. What it returns
depends on the `periods` argument, it is wrong for some companies at every value
of `periods`, and it never signals that anything is off — the caller gets a
plausible number.

`revenue` is the documented value here: `concepts` carries
`"enum": list(CONCEPT_MAP.keys())`, and `CONCEPT_MAP["revenue"] = "Revenue"`.

## Reproduction

edgartools 5.52.0, also on `main` @ aa6dcb04. Right-hand column is the
company'

[Read the thread](https://github.com/dgunning/edgartools/issues/1138) · 2026-08-25 · open · outside contributor · 0 comments

### MCP `edgar_ownership(analysis_type="fund_portfolio")` always returns `holdings: []`

## Summary

`edgar_ownership(analysis_type="fund_portfolio")` returns `"holdings": []` for every
fund. `holdings_count` is populated correctly, so the response looks structurally
valid — an agent consuming it concludes the fund reports no positions.

## Reproduction

edgartools 5.52.0 (also reproduces on `main` at aa6dcb04):

```python
import asyncio
from edgar import set_identity
from edgar.ai.mcp.tools.ownership import edgar_ownership

set_identity("Your Name your@email.com")
r = asyncio.run(e

[Read the thread](https://github.com/dgunning/edgartools/issues/1136) · 2026-08-25 · closed · outside contributor · 0 comments

### TenK Item 7 overflows to end-of-document when the TOC parse only anchors a subset of items (Coeur Mining 10-K)

## Issue Type
<!-- Select the primary category for this issue by putting an 'x' in the brackets -->
- [x] Data Quality Issue (incorrect financial values, missing data)
- [ ] XBRL Parsing Issue (statement rendering, concept mapping)
- [ ] Filing Access Issue (download failures, attachment problems)
- [ ] Performance Issue (slow operations, memory problems)
- [ ] Compatibility Issue (platform/dependency conflicts)
- [ ] Documentation Issue (unclear instructions, missing examples)

## Environment
*

[Read the thread](https://github.com/dgunning/edgartools/issues/904) · 2026-07-24 · closed · outside contributor · 0 comments

### Missing NullHandler in edgar package causes unexpected log output in application environments

## Issue Type
<!-- Select the primary category for this issue by putting an 'x' in the brackets -->
- [x] Data Quality Issue (incorrect financial values, missing data)
- [ ] XBRL Parsing Issue (statement rendering, concept mapping)  
- [ ] Filing Access Issue (download failures, attachment problems)
- [ ] Performance Issue (slow operations, memory problems)
- [ ] Compatibility Issue (platform/dependency conflicts)
- [ ] Documentation Issue (unclear instructions, missing examples)

Environment

[Read the thread](https://github.com/dgunning/edgartools/issues/856) · 2026-06-13 · closed · external user · 1 comment

### MCP and API Support for 6-K form type

## Feature Category
<!-- Select the category that best describes your feature request -->
- [ ] New API functionality
- [ ] Performance improvement
- [ ] Developer experience improvement
- [ ] Documentation enhancement
- [x] Tool/utility addition

## Problem Statement
**Is your feature request related to a problem? Please describe.**
Is it possible to support the 6-K form type?
Although this scenario is relatively complex, there are still a large number of non-US companies that urgently need thi

[Read the thread](https://github.com/dgunning/edgartools/issues/788) · 2026-04-23 · closed · external user · 0 comments

### Claude Desktop MCP Configuration Throws Output Schema Errors

## Issue Type
<!-- Select the primary category for this issue by putting an 'x' in the brackets -->
- [ ] Data Quality Issue (incorrect financial values, missing data)
- [ ] XBRL Parsing Issue (statement rendering, concept mapping)  
- [ ] Filing Access Issue (download failures, attachment problems)
- [ ] Performance Issue (slow operations, memory problems)
- [x] Compatibility Issue (platform/dependency conflicts)
- [ ] Documentation Issue (unclear instructions, missing examples)

## Environment

[Read the thread](https://github.com/dgunning/edgartools/issues/735) · 2026-03-26 · closed · external user · 1 comment

### [PERFORMANCE] MCP for Edgar.ai

Having Issues creating a URL to access the MCP.  With ports open, I am assuming it is something else outside of my computer.

[Read the thread](https://github.com/dgunning/edgartools/issues/558) · 2025-12-27 · closed · external user · 1 comment

The remaining reports are on [the project's issue tracker](https://github.com/dgunning/edgartools/issues).