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, …). |
| search_ticker | Resolve issuer identity from the OpenFilings entity catalogue (no filing fetch). |
| get_entity | Return the full OpenFilings entity registry record (no filing fetch). |
| list_filings | Regulator filings + IR-site documents for a ticker. |
| get_filing | One filing or IR document by UUID. |
| get_company_people | Current officers and/or major shareholders for one listed issuer. |
| search_person | Name-first officers / directors / holders; ticker + market_id also accepted. |
| get_person | One person or institution profile and mandates. |
| get_company_institutional_holders | Every Form 13F manager holding the issuer (latest report each, paged). |
| get_manager_13f_holdings | One manager's latest 13F book, largest positions first. |
| get_company_financials | Reported filing financials plus Street earnings calendar. |
| get_company_supply_chain | Named supplier↔customer edges plus anonymous concentration. |
| get_price_snapshot | Quote, trailing returns, SMA crosses, and vs SPY; pass event_at for a date reaction. |
| get_fx | Spot FX from cache — local currency units per 1 USD (not live ticks). |
| get_rates | Central-bank policy rates and sovereign yields (default group=policy; not FX). |
| get_macro | IMF World Economic Outlook vintage series (ISO3 area; not policy rates). |
| get_company_analysis | Our analyst rollup — latest call and annual filing red flags. |
| list_transcripts | Earnings-call transcript metadata for an issuer. |
| get_transcript | Full call body; include_analysis=true for our analyst on that call. |
| list_filing_sections | Table of contents for a filing. |
| get_filing_section | Section body text. |
| list_corporate_events | Exits tape / issuer timeline — bids, listing removals, Form 25. |
| list_notifications | Your inbox — filing, press, and insider alerts (auth required, no quota). |
| list_news | Press metadata per entity (Pro). |