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.
Claude Desktop
Remote connectors are added from Settings, not by hand-editing a config file — the same mechanism as claude.ai:
- Claude Desktop → Settings → Connectors → + → Add custom connector
- Paste https://api.openfilings.org/mcp → Add
- 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"
}
}
}
}Claude.ai
- claude.ai → Customize → Connectors → + → Add custom connector
- Paste https://api.openfilings.org/mcp → Add
- Click Connect on OpenFilings → sign in
- 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.
ChatGPT
ChatGPT connects via a custom MCP connector in the web app (Plus, Pro, Business, or Enterprise). Enable developer connectors first, then add OpenFilings:
Settings → Apps & Connectors → Advanced— turn on Developer mode.Settings → Apps & Connectors → Create(custom connector).- Name:
OpenFilings— URL:https://api.openfilings.org/mcp - When asked how to sign in, sign in (recommended). Or an API key: header
X-API-Key, value yourof_…key. - In a new chat:
Tools → Use connectors— enable OpenFilings.
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.
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.
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
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).
| Tool | Description |
|---|---|
| list_markets | Markets in your plan (us, eu, fr, cn, hk, jp, kr, …). |
| get_company_institutional_holders | Every Form 13F manager holding one listed issuer (not a top-N cut). |
| get_company_people | Current officers and/or major shareholders for one listed issuer. |
| get_entity | Return the full OpenFilings entity registry record (no filing fetch). |
| get_filing | Resolve a stored filing or IR-site document by UUID. |
| get_manager_13f_holdings | One Form 13F manager's latest book, largest positions first. |
| get_person | Profile for one person/institution — every mandate, current and past. |
| list_filings | Cross-market filing discovery: resolve entity, then list filings per market. |
| search_person | Search officers, directors, and major shareholders (no filing quota). |
| search_ticker | Resolve issuer identity from the OpenFilings entity catalogue (no filing fetch). |
| get_company_financials | Reported filing financials plus Street earnings calendar. |
| get_company_supply_chain | Supplier↔customer graph for one issuer (named edges + anonymous concentration). |
| get_fx | Spot FX from cache (local currency units per 1 USD). |
| get_macro | IMF World Economic Outlook as-filed vintage series (not policy rates). |
| get_price_snapshot | All daily-close market data for one listing (not ticks, not order book). |
| get_rates | Central-bank policy rates and sovereign yields (not FX). |
| get_company_analysis | Our analyst — company rollup (read-only, no live LLM). |
| get_transcript | Full transcript body (``body`` field) + participants + linked filing. |
| list_transcripts | Earnings call transcripts — Motley Fool / issuer-hosted IR PDF or webcast. |
| get_filing_section | One section body (filing_id + section_key from list_filing_sections). |
| list_filing_sections | Table of contents for a filing (filing_id required). |
| list_corporate_events | Dated corporate lifecycle events, each backed by a filing. |
| list_notifications | Your OpenFilings inbox — filing, press, and insider alerts for your account. |
| list_news | GlobeNewswire + Satelight press for an entity (metadata only). |
| get_company_climate | As-filed greenhouse-gas figures, plus published climate targets when available. |
| get_company_revenue_segments | As-filed sales by activity and by geography, with each line's share. |
| get_disclosure_signals | One issuer's disclosure dossier — what its own notices add up to. |
| screen_analyst_stance | Issuers by our analyst verdict on the latest primary call or annual filing. |
| screen_climate | Issuers with a published climate target. |
| screen_disclosure_signals | Issuers matching a disclosure pattern, or a kind, newest trigger first. |
| screen_fx_moves | Largest stored currency moves over the requested window. |
| screen_holders | Issuers whose current director, officer, or shareholder has been in place for N years. |
| screen_index_moves | Largest stored index moves over the requested window. |
| screen_insider_companies | Issuers with insider activity, one row per company. |
| screen_issuers | Issuers matching every include and none of the excludes. |
| screen_press | Issuers with a press release of this tier in the window, one card each. |
| screen_rates | Countries whose policy rate or 10-year yield is high, or moved, over a chosen window. |
| screen_red_flags | Issuers with a red flag in the window, one card each. |
| screen_street | Issuers by analyst recommendation, one card each. |