Documentation

Connect OpenFilings to Claude, Cursor or ChatGPT

https://api.openfilings.org/mcp · Sign in

Your agent's financial analyst — Buy / Hold / Sell from earnings calls, plus verified KPIs — typically under a second once the filing is ready.

OpenFilings isn't in Anthropic's or OpenAI's official connector directory yet, so you won't find it by searching inside the app. Every flow below adds it as a custom connector by URLinstead — that works today and doesn't depend on directory listing status.

1Claude Desktop

Remote connectors are added from Settings, not by hand-editing a config file — the same mechanism as claude.ai:

  1. Claude Desktop → Settings → Connectors → + → Add custom connector
  2. Paste https://api.openfilings.org/mcp → Add
  3. Click Connect on OpenFilings → sign in via OAuth
Advanced: API key instead of OAuth

On the “Add custom connector” dialog, open Advanced settings and set the header below instead of connecting via OAuth:

{
  "mcpServers": {
    "openfilings": {
      "type": "http",
      "url": "https://api.openfilings.org/mcp",
      "headers": {
        "X-API-Key": "of_your_key_here"
      }
    }
  }
}

2Claude.ai

  1. claude.ai → Customize → Connectors → + → Add custom connector
  2. Paste https://api.openfilings.org/mcp → Add
  3. Click Connect on OpenFilings → sign in
  4. New chat → + → Connectors → enable OpenFilings

Team/Enterprise: an Owner adds it first via Organization settings → Connectors → Add → Custom → Web; members then connect from Customize → Connectors.

3ChatGPT

ChatGPT connects via a custom MCP connector in the web app (Plus, Pro, Business, or Enterprise). Enable developer connectors first, then add OpenFilings:

  1. Settings → Apps & Connectors → Advanced — turn on Developer mode.
  2. Settings → Apps & Connectors → Create (custom connector).
  3. Name: OpenFilings — URL: https://api.openfilings.org/mcp
  4. Authentication: OAuth 2.0 (recommended — same DCR flow as Claude.ai; sign in with your OpenFilings account when prompted). Or API key: header X-API-Key, value your of_… key.
  5. In a new chat: Tools → Use connectors — enable OpenFilings.
OpenFilings MCP tools are read-only (analyst brief, earnings transcripts, filings, KPIs, sections). Plus and Pro can use them; write-capable connectors require a Business or Enterprise workspace.

4API key (scripts, Cursor & fallbacks)

Sign in — then create an API key on My Page before connecting an agent.

Connector submissions may require our Privacy Policy and Terms.

5Cursor

Open Cursor Settings → MCP and add a remote server, or edit .cursor/mcp.json (OAuth — recommended):

{
  "mcpServers": {
    "openfilings": {
      "type": "http",
      "url": "https://api.openfilings.org/mcp"
    }
  }
}

Reload MCP, then click Connect on openfilings and sign in. Modern clients use CIMD (Client ID Metadata Document — MCP spec 2026-07-28): the client ID is an https://… metadata URL fetched from discovery. Legacy clients still register via POST /oauth/register (RFC 7591 DCR). Redirect URIs: cursor://anysphere.cursor-mcp/oauth/callback (desktop) or https://www.cursor.com/agents/mcp/oauth/callback (web / agents).

API key fallback

{
  "mcpServers": {
    "openfilings": {
      "type": "http",
      "url": "https://api.openfilings.org/mcp",
      "headers": {
        "X-API-Key": "of_your_key_here"
      }
    }
  }
}

Replace of_your_key_here with a key from My Page → API Keys.

6Claude Code

Add server

claude mcp add --transport http --scope user openfilings https://api.openfilings.org/mcp

Sign in

> /mcp

openfilings → Authenticate

Check

claude mcp list

7Try it

Open a new chat and ask in plain language. The agent calls OpenFilings tools automatically.

  • What is OpenFilings' latest view on NVDA? Use search_ticker then get_company_analysis with ticker=NVDA and market=us.
  • Call list_markets, then get_company_financials for AAPL with fiscal_year_from=2020, fiscal_year_to=2024, line_items=ebitda.
  • When is Palantir's next earnings? Use search_ticker then get_company_financials with ticker=PLTR and market_id=us — read the earnings block.
  • List filings for Tencent (0700) on the Hong Kong market and summarize the latest annual report.
  • Compare revenue and net income for AAPL vs MSFT from their latest 10-K filings.

Available tools

Ask in plain language — the agent picks tools automatically. Pass market_id where noted (default us).

ToolDescription
list_marketsMarkets available on your account (call first for allowed market_id values). EU/EEA country ids also search eu (ESEF financials).
search_tickerResolve a name, ticker, ISIN, or LEI to an entity across markets (EU/EEA country market_id also matches eu listings)
list_filingsRegulator filings + IR-site documents for a ticker (source=investor_relations on IR rows)
get_filingOne filing or IR document by UUID (sections apply to regulator filings only)
get_company_financialsAs-filed period series (fiscal_year_from/to, line_items, as_of) plus Street earnings calendar
get_price_snapshotQuote (price, mcap, PE, 52w) + trailing returns + SMA/golden-death cross + vs SPY; pass event_at for the move around a date
get_company_analysisOur analyst rollup — latest call (Buy / Hold / Sell + history) and annual filing red flags
list_transcriptsEarnings-call transcript metadata for an issuer
get_transcriptFull call body; include_analysis=true for our analyst on that call
list_filing_sectionsTable of contents for a filing
get_filing_sectionSection body text
list_notificationsYour inbox — filing, press, and insider alerts with drill_down hints (auth required, no quota)
list_newsPress metadata per entity (GNW + Satelight; Pro; news_id + action_tier on each row)
get_newsFull article plain text (elevated plan required; GNW URL fetch ~2–8s)