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HoldingsIntel MCP Server

HoldingsIntel MCP Server

Official
by holdingsintel
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Python
Remote

HoldingsIntel MCP Server

Ask your AI assistant what hedge funds, company insiders, activist investors and members of Congress are trading, and get answers built from their SEC filings and official disclosures, with filing dates and links back to the source.

www.holdingsintel.com · Setup guide · Developers

Connect

One URL works in every client. The server speaks Streamable HTTP:

https://mcp.holdingsintel.com/sse

No account needed to start. For your plan's full limits and history, sign in at holdingsintel.com, open Settings > API Keys > Create Key, and your client config comes back with the key filled in.

Client

Steps

Claude Desktop

Settings > Connectors > Add custom connector. Name it HoldingsIntel and paste the URL.

Claude Code

claude mcp add --transport http holdingsintel https://mcp.holdingsintel.com/sse

ChatGPT

Turn on Developer mode, open Apps > Create, name it HoldingsIntel and paste the URL (Streamable HTTP).

Cursor

Settings > MCP > Add new MCP server, or examples/cursor-mcp.json in ~/.cursor/mcp.json.

With a key, send it as a header:

{
  "mcpServers": {
    "holdingsintel": {
      "url": "https://mcp.holdingsintel.com/sse",
      "headers": { "Authorization": "Bearer hi_live_YOUR_KEY_HERE" }
    }
  }
}

Related MCP server: InsiderTrack MCP

Tools (24)

Research (15):

Tool

What it answers

analyze_stock

The Smart Money Verdict for one stock: funds, insiders, activists and Congress in one read

analyze_fund

A fund's profile: rating, Fund DNA and how its holdings are doing

find_signals

Lists of stocks and fund moves by signal: sources agreeing, conviction buys, funds buying weakness, new positions, first movers

compare_funds

Two or three funds side by side on the same quarter: overlap, style, ratings and shared holdings

clone_fund

A backtest of copying a fund's disclosed portfolio, using only what was public at each filing date

get_fund_holdings

A fund's full 13F portfolio for a quarter

get_stock_holders

Every 13F holder of a stock for a quarter

get_13f_activity

What a fund bought, added to, trimmed or exited in a quarter, or which funds changed a stock

get_insider_trades

Company insider buys and sells from Form 4

get_activist_stakes

Activist and large-holder stakes above 5% from Schedules 13D and 13G

get_congress_trades

Trades disclosed by members of Congress and executive-branch officials

analyze_politician

One politician's trading record and performance

search_filers

Find a fund by name

search_securities

Find a stock by ticker or company name

list_quarters

The quarters on file and which ones your access covers

Saved lists (8, with an API key):

Tool

What it does

list_saved_lists

Your Watchlist and named lists

get_saved_list

One list with its stocks, funds, politicians or insiders

create_saved_list

Start a named list

rename_saved_list

Rename a list

delete_saved_list

Delete a named list

add_saved_list_item

Add a stock, fund, politician or insider to a list

update_saved_list_item_notes

Edit the note on a list item

remove_saved_list_item

Remove an item from a list

Account (1):

Tool

What it answers

get_my_mcp_status

Your plan, daily quota and usage so far today

Every tool carries a title and a read-only or destructive annotation. The server also ships one prompt, verdict-quick, for a short Verdict on any ticker. Ideas to try: examples/prompts.md.

Prefer plain HTTP?

The free public signals API needs no key: api/ has curl, Python and JavaScript examples.

About the data

The funds that hold 89% of US 13F-disclosed capital ($70.7T, Q2 2026), with filings back to 2014. Form 4 insider trades, Schedule 13D and 13G activist stakes, and STOCK Act disclosures from the House and Senate. Funds file 13F holdings up to 45 days after each quarter ends; insider, activist and Congress filings are checked every 10 to 15 minutes. Not investment advice.

License

MIT for this repository: docs, manifest and example configs. The HoldingsIntel platform and its analytics are proprietary.

This server cannot be deployed

One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

Maintenance

ActivityMaintained
ResponsivenessNo recent community issues

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