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Automated SEC Filing Summarizer with EDGAR MCP and Claude

Financial Research & Analysis

Beginner1 hourLow
ZapierSEC EDGAR MCPClaude (Anthropic API)Gmail

Quick Answer

Use Zapier with the SEC EDGAR MCP to monitor filings for watchlist companies, send new filings to Claude for summarization, and deliver concise alerts via email. Free to set up using the open-source EDGAR MCP server.

The Problem This Solves

Investment analysts and portfolio managers cannot manually monitor SEC EDGAR for dozens of companies in real time. This workflow ensures no material filing is missed and delivers actionable summaries without manual reading.

About This Workflow

This workflow monitors SEC EDGAR for new filings from companies on your watchlist using the SEC EDGAR MCP server. When a new 10-K, 10-Q, 8-K, or proxy statement is filed, the workflow retrieves the document, sends it to Claude for summarization, and emails a concise filing alert with key takeaways. For 8-K material event disclosures, alerts are delivered within minutes of filing. For 10-K and 10-Q filings, a deeper summary covering financial highlights and management discussion is provided.

Tools Required

SEC EDGAR MCPData SourceView on FinatuneVisit Website
Claude (Anthropic API)AI EngineView on FinatuneVisit Website
GmailOutputVisit Website

Step-by-Step Blueprint

1

Set up daily EDGAR monitoring trigger

Zapier

Create a Zapier Schedule trigger to run twice daily - at market open and market close. This frequency catches most filings including after-hours 8-K disclosures.

2

Query SEC EDGAR MCP for new filings

SEC EDGAR MCP

Add a Webhooks action to call the SEC EDGAR MCP server for each company in your watchlist. Request filings submitted since the last check. The EDGAR MCP is free and requires no API key.

3

Filter for new filings only

Zapier

Add a Zapier Filter step to continue only if new filings are found. This prevents empty runs from triggering downstream steps.

4

Summarize filing with Claude

Claude

Add a Webhooks action to call the Claude API. Send the filing content and instruct Claude to provide a concise summary covering the filing type, key facts disclosed, financial impact if applicable, and management commentary.

Use this prompt →
5

Email filing alert

Gmail

Add a Gmail action to send the filing alert. Include the company name, filing type, date, and Claude's summary. Use subject line format: TICKER - FILING TYPE - DATE for easy inbox filtering.

Cost Estimate

$20-25/month

Zapier Professional $19.99/month. SEC EDGAR MCP is completely free - no API key required. Claude API costs minimal for daily filing checks.

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