v5.61.0

A fix release, mainly for the first item below. SEC has started refusing the filing index URL EdgarTools built, so in 5.60.0 Filing.html() returns None for many inline-XBRL filings, and anything else that reads a filing's index page fails too. Upgrade if you use 5.60.0 or earlier. This release also fixes installing from the Official MCP Registry, and adds Schedule14D9 for tender-offer recommendations.

Upgrading. No public API changes. Filing.homepage_url now returns the index page inside the accession folder (.../data/<cik>/<accession-no-dashes>/<accession>-index.html), so code that compares the URL as a string will see the new form. The edgar-test console script is gone. It never worked from an installed package; run the harness with python -m scripts.harness.cli from a checkout.

MCP. You can now install the server straight from the Official MCP Registry (io.github.dgunning/edgartools); clients launch it with uvx --with 'edgartools[ai]==5.61.0' edgartools@5.61.0 mcp. The existing uvx --from "edgartools[ai]" edgartools-mcp setup is unchanged.

Added

• Schedule14D9 for SC 14D-9 tender-offer recommendations. filing.obj() on a target board's solicitation/recommendation statement returns its position as accept, reject, neutral, or None when the wording is hedged, with the Item 4 text it was read from; an SC 14D9/A that does not restate Item 4 builds with item4_text=None. Classified 52 of the 55 SC 14D-9 originals filed in 2025, each checked against the filing.

Changed

• The sync and async get/post request functions now share one implementation of their 429, redirect, SSL-error and identity handling. Each of those branches had been written out four times (twice for identity), and all of them are now single helpers in edgar.httprequests. Behaviour is unchanged: the fast suite passes the same 7,927 tests before and after, and 26 new tests check each branch for each of the four callers. (bead edgartools-fx90)

Removed

• The edgar-test console script was removed. It pointed at tests.harness.cli, which ships in no wheel and left the repository when the harness moved, so it failed on every install. Run the harness with python -m scripts.harness.cli from a checkout. (bead edgartools-deq9)

Fixed

• Filing.html() and anything else that reads a filing's index page returned None or raised, because SEC now refuses the index URL EdgarTools built. The short /data/<cik>/<accession>-index.html form answers 403 Access Denied for every filing tried; Filing.homepage_url now uses the index page inside the accession folder, which answers 200. (GH #1421)
• Installing EdgarTools from the Official MCP Registry launched a command that does not exist. The listing pinned 5.21.1, and registry clients run uvx edgartools@<version>, but the package shipped no edgartools executable. A new edgartools mcp command and a committed server.json make that launch start the server with all 13 tools. (GH #1413, bead edgartools-deq9)
• Section.markdown() dropped a section's own heading when the TOC anchor is nested inside it. The slicer started collecting after the anchor, by which point the heading's block had already begun. On Google's FY2004 10-K (0001193125-05-065298) 0 of 18 item sections began with their "ITEM N." heading; all 18 do now. (GH #1369)