ko.io
Provides access to Wall Street data (SEC filings, institutional holdings, insider trades, congress trading, etc.) for analysis via OpenAI Codex.
This server has a remotely hosted endpoint. Open its connector listing for connection details, authentication requirements, and setup instructions:
ko.io — Wall Street data feed for AI agents
One command connects Claude, Cursor, Windsurf, Zed, Codex, and any MCP client to 100M+ source-traced SEC records. Every answer traces to a real filing.
Website · Docs · MCP Setup · Get a free key · Pricing
30-second start
In an AI agent (MCP) — works instantly, no key needed:
claude mcp add ko-sec-data --transport http https://mcp.ko.io/mcpThen ask: "who is buying NVDA?", "what did Congress trade last month?", "which institutions hold spot BTC ETFs?" — the agent calls real tools and cites real filings.
Over REST — keyless demo mode:
curl "https://api.ko.io/api/v1/institutions?search=berkshire&demo=true"In Python:
pip install ko-edgarfrom ko_edgar import KoClient
ko = KoClient() # demo mode; KoClient(api_key="ko_live_...") for your quota
for h in ko.stocks.holders("NVDA"):
print(h["name"], h["holding_value"], h["action"])In TypeScript:
npm install @ko-io/sdkimport { KoClient } from "@ko-io/sdk";
const ko = new KoClient(); // or { apiKey: "ko_live_..." }
const { rows } = await ko.congress.trades({ sort: "recent" });Free keys are 200 calls/day, forever, no credit card → ko.io/console.
Related MCP server: io.github.aion-org/edgar-answers-mcp
What's in this repo
Browse the documentation index for setup guides, package docs, and contributor workflows.
Directory | What it is |
The hosted MCP server (mcp.ko.io) — Cloudflare Worker, 32 tools, deployed from this repo | |
Verified setup guides for every MCP client | |
| |
| |
| |
10 runnable answers to real investing questions | |
Machine-readable map of every tool and endpoint |
The MCP server in server/ is the exact code running at
https://mcp.ko.io/mcp — every push to main that touches server/ deploys
it. You can also self-host it on your own Cloudflare account (cd server,
drop the routes block in wrangler.toml — it is pinned to the ko.io zone —
then npx wrangler deploy); it proxies to api.ko.io with your API key, so
your quota and plan follow you. The data pipelines behind the API run as a
managed service (dual-region, 3-replica ClickHouse, 27 pipelines refreshing on
each source's publication schedule).
Note: all three client packages are published —
ko-edgaron PyPI, and@ko-io/sdkand@ko-io/mcp-sec-dataon npm. The hosted MCP endpoint and REST API work today.
Connect your client
Client | Guide | One-liner |
Claude Code |
| |
Claude Desktop | remote HTTP config or | |
Cursor |
| |
Windsurf | Cascade → MCP | |
Zed |
| |
OpenAI Codex |
| |
ChatGPT / Gemini / Grok | REST API / Custom GPT Actions |
To use your own quota in any client, append ?api_key=YOUR_KEY to the server
URL, or send Authorization: Bearer YOUR_KEY.
The data
Dataset | Coverage | Free tier |
13F institutional holdings | 88M+ rows, 2013 → today, family-consolidated | ✅ |
Insider trades (Forms 3/4/5) | 11M+ transactions, open-market classified | ✅ |
Congress trading | STOCK Act disclosures, both chambers | ✅ |
Crypto ETF exposure | Institutional spot-BTC-ETF holdings from 13F | ✅ |
Form 144 | Planned insider sales (forward-looking) | ✅ |
Fails-to-deliver + Reg SHO | Short-side stress footprints | ✅ |
Stock prices & financials | Daily OHLCV + XBRL-derived 10-K/10-Q statements incl. cash, capex, free cash flow, buybacks, dividends | ✅ |
SEC filings gateway | Any filing document, signed shareable links | list/index ✅ · documents Pro |
Macro (Treasury, Fed, CPI, OFR stress) | Daily federal sources | Pro |
European disclosures (SE, NL, DK, UK) | Insider dealings (PDMR), major holdings, net short positions (not UK), annual reports; per-row source credit. Live: all four since 2026-10-17 (UK has no short positions) -- | ✅ (trailing window) |
All data is source-traced through the pipeline, and the filings gateway can pull the underlying SEC documents — so your agent cites real filings instead of inventing numbers.
The 32 MCP tools
Institutions: get_institution_holdings · list_institutions ·
Stocks: get_stock_profile · get_stock_holders · get_stock_activity ·
get_stock_price · get_stock_financials ·
Insiders: get_insider_trades · list_insider_traders ·
Congress: get_congress_trades · get_congress_member ·
Government contracts: get_gov_contracts · search_gov_contracts ·
Crypto: get_crypto_exposure · get_crypto_holders · get_crypto_holder ·
Filings: sec_list_filings · sec_get_filing_index · sec_get_filing_document ·
Short data: get_ftd_data ·
Search: search · Form 144: get_form144_notices ·
Macro (Pro): get_treasury_yields · get_fed_rates ·
get_economic_indicators · get_financial_stress ·
Europe: get_eu_markets · get_eu_insider_dealings · get_eu_major_holdings ·
get_eu_short_positions · get_eu_annual_reports · get_eu_issuer
Full parameter reference: llms.txt · ko.io/docs
Company financials
get_stock_financials returns 10-K/10-Q statement values: revenue, net income, EPS, margins, operating cash flow,
cash_and_equivalents, total_assets, total_liabilities, capex, free_cash_flow, stock_repurchase (buybacks),
dividends_paid, investing_cashflow, financing_cashflow and debt.
Capex, buybacks and dividends are each normally a positive cash payment (USD); negative values are passed through as filed or derived; a negative capex makes free_cash_flow null.
free_cash_flow = operating_cashflow - capex only when both are reported and capex >= 0; otherwise null (a missing value is never read as 0).
cash_and_equivalents excludes short-term investments; long_term_debt is us-gaap LongTermDebt, which includes the current portion.
Example: "MSFT buybacks last 4 quarters" -> get_stock_financials(ticker="MSFT", period_type="quarterly", limit=4).
Free and keyless calls return the latest quarter only; earlier quarters and annual statements require Pro.
Government contracts
get_gov_contracts returns issuer-level U.S. federal prime-contract obligations since FY2015.
Use include=actions for action rows or award_id for one award's attributed actions.
search_gov_contracts searches actions across companies or ranks companies with view=companies.
Amounts remain exact decimal strings. Gross is positive obligations; deobligations are negative; net is their sum.
Free access covers the trailing 92 days. History requires Pro.
Choose one window: period, fiscal_year, or from/to.
Automatic exact matches cover companies listed today, plus reviewed links with recorded evidence.
No linked actions does not prove no contracts. Recent months are provisional; Defense reports about 90 days late.
See the methodology.
Why not scrape EDGAR directly?
Excellent open-source tools exist for pulling raw filings from SEC EDGAR (e.g. sec-edgar-mcp — if you need one company's raw documents in a local process, it's a fine choice). ko.io solves a different problem — the questions raw EDGAR can't answer:
Raw EDGAR access | ko.io | |
"Get AAPL's latest 10-K" | ✅ | ✅ (filings gateway) |
"Who is buying NVDA across all institutions?" | ❌ needs every 13F parsed | ✅ 122ms |
"Berkshire's portfolio, 52 quarters back" | ❌ parse 50+ filings live | ✅ precomputed |
"Vanguard's 7 filing entities as one manager" | ❌ | ✅ family consolidation |
Congress trades, FTD, macro, crypto exposure | ❌ not in EDGAR | ✅ |
Works in web-based AI (claude.ai, ChatGPT) | ❌ local process | ✅ hosted MCP |
Setup | Python env + install | one command, zero install |
Plans
Demo (no key) | Free | Pro | Builder | |
Calls/day | limited | 200 | 20,000 | 200,000 |
Rows/request | 500 | 500 | 5,000 | 50,000 |
Core SEC data | ✅ | ✅ | ✅ | ✅ |
History depth | latest | latest | full | full |
Macro (Treasury/Fed/CPI/stress) | — | — | ✅ | ✅ |
Bulk export | — | — | — | ✅ |
Quota resets 00:00 UTC. MCP and REST share one quota. Prices: https://ko.io/pricing/
Contributing
Issues and PRs welcome — see CONTRIBUTING.md. Security reports: SECURITY.md.
MIT © ko.io
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
This server cannot be deployed
Maintenance
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