Documentation

Connect OpenFilings to Claude, Cursor or ChatGPT

Point your agent at https://api.openfilings.org/mcp — filings, KPIs, earnings calls and supply chain in one MCP. Usually under a second once the filing is ready.

Sign in to create a key →

OpenFilings isn't in Anthropic's or OpenAI's official connector directory yet — add it as a custom connector by URL. That works today without waiting on directory listing.
1

Claude 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
Advanced: API key instead of signing in

On the “Add custom connector” dialog, open Advanced settings and set the header below instead of signing in:

{
  "mcpServers": {
    "openfilings": {
      "type": "http",
      "url": "https://api.openfilings.org/mcp",
      "headers": {
        "X-API-Key": "of_your_key_here"
      }
    }
  }
}
2

Claude.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.

3

ChatGPT

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. When asked how to sign in, sign in (recommended). Or an 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 need Business or Enterprise.
4

API 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.

5

Cursor

Open Cursor Settings → MCP and add a remote server, or edit .cursor/mcp.json:

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

Reload MCP, then click Connect on openfilings and sign in.

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.

6

Claude 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
7

Try 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 in your plan (us, eu, fr, cn, hk, jp, kr, …).
get_company_institutional_holdersEvery Form 13F manager holding one listed issuer (not a top-N cut).
get_company_peopleCurrent officers and/or major shareholders for one listed issuer.
get_entityReturn the full OpenFilings entity registry record (no filing fetch).
get_filingResolve a stored filing or IR-site document by UUID.
get_manager_13f_holdingsOne Form 13F manager's latest book, largest positions first.
get_personProfile for one person/institution — every mandate, current and past.
list_filingsCross-market filing discovery: resolve entity, then list filings per market.
search_personSearch officers, directors, and major shareholders (no filing quota).
search_tickerResolve issuer identity from the OpenFilings entity catalogue (no filing fetch).
get_company_financialsReported filing financials plus Street earnings calendar.
get_company_supply_chainSupplier↔customer graph for one issuer (named edges + anonymous concentration).
get_fxSpot FX from cache (local currency units per 1 USD).
get_macroIMF World Economic Outlook as-filed vintage series (not policy rates).
get_price_snapshotAll daily-close market data for one listing (not ticks, not order book).
get_ratesCentral-bank policy rates and sovereign yields (not FX).
get_company_analysisOur analyst — company rollup (read-only, no live LLM).
get_transcriptFull transcript body (``body`` field) + participants + linked filing.
list_transcriptsEarnings call transcripts — Motley Fool / issuer-hosted IR PDF or webcast.
get_filing_sectionOne section body (filing_id + section_key from list_filing_sections).
list_filing_sectionsTable of contents for a filing (filing_id required).
list_corporate_eventsDated corporate lifecycle events, each backed by a filing.
list_notificationsYour OpenFilings inbox — filing, press, and insider alerts for your account.
list_newsGlobeNewswire + Satelight press for an entity (metadata only).
get_company_climateAs-filed greenhouse-gas figures, plus published climate targets when available.
get_company_revenue_segmentsAs-filed sales by activity and by geography, with each line's share.
get_disclosure_signalsOne issuer's disclosure dossier — what its own notices add up to.
screen_analyst_stanceIssuers by our analyst verdict on the latest primary call or annual filing.
screen_climateIssuers with a published climate target.
screen_disclosure_signalsIssuers matching a disclosure pattern, or a kind, newest trigger first.
screen_fx_movesLargest stored currency moves over the requested window.
screen_holdersIssuers whose current director, officer, or shareholder has been in place for N years.
screen_index_movesLargest stored index moves over the requested window.
screen_insider_companiesIssuers with insider activity, one row per company.
screen_issuersIssuers matching every include and none of the excludes.
screen_pressIssuers with a press release of this tier in the window, one card each.
screen_ratesCountries whose policy rate or 10-year yield is high, or moved, over a chosen window.
screen_red_flagsIssuers with a red flag in the window, one card each.
screen_streetIssuers by analyst recommendation, one card each.