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Connect Perplexity to SEC EDGAR Data with MCP

Perplexity is a hosted AI answer engine. It connects to remote MCP servers through custom connectors, and it does not run local stdio servers.

Prerequisites

  • A Perplexity Pro, Max or Enterprise plan. Free accounts cannot add custom connectors. If you do not see an Advanced section in the connector dialog, your plan does not include the feature.
  • In an organization, an admin may have to allow custom connectors first.
  • A SEC-API key. Get one at sec-api.io.

Config location

Perplexity has no config file. Use the web UI.

Click your profile in the lower left corner, then All settings, then Connectors in the left menu.

Steps

  1. Click + Custom connector in the top right corner.

  2. Select Remote in the dialog.

  3. Set Name to SEC EDGAR.

  4. Set MCP Server URL to this value:

    https://api.sec-api.io/mcp?apiKey=YOUR_API_KEY

  5. Expand Advanced.

  6. Set Transport to Streamable HTTP. Do not select SSE.

  7. Set Authentication to None. The key already travels in the URL.

  8. Tick the box that acknowledges the risk of custom connectors.

  9. Click Add.

To keep the key out of the URL, use https://api.sec-api.io/mcp as the URL and set Authentication to API Key instead. Perplexity sends the key as an Authorization: Bearer header. This server accepts that header.

Reload

There is no restart. The connector goes live at once. Reload the browser tab if the new card does not appear.

Verify

Open All settings, then Connectors, then click the SEC EDGAR card. The card lists the tools that the server exposes. Expect 49.

A red error tag on the card means validation failed. A wrong key returns HTTP 401.

First prompt

Open a thread. Click the + icon and tick SEC EDGAR under connectors and sources. Then ask:

Use the SEC EDGAR connector. List the three most recent 10-K filings from
Apple with their filing dates and accession numbers.

Expect three rows. Each row holds a form type of 10-K, a filing date, and an accession number in the shape 0000320193-25-000079. Perplexity shows the filing-search tool call above the answer.

Known quirks

  • Streamable HTTP only. Pick that transport. The server is stateless and issues no Mcp-Session-Id, so the SSE option can fail on the first request.
  • HTTPS is required. The URL above already meets that rule.
  • The key sits in the URL. Anyone who can open your connector settings can read it. Use the API Key auth option if that matters to you. Rotate the key at sec-api.io if it leaks.
  • No OAuth. This server has no OAuth endpoints. Do not select OAuth 2.0.

Removal

Open All settings, then Connectors. Click the SEC EDGAR card and delete it. You can delete only the connectors that you created. An admin manages organization-wide connectors.

Source

Perplexity Help Center: Adding Custom Remote Connectors