searchFundDisclosures
Read-onlyIdempotent
Search mutual fund and ETF disclosures by name to find reports, filings, CIK numbers, and entity details.
Instructions
Easily search for mutual fund and ETF disclosures by name using the Mutual Fund & ETF Disclosure Name Search API. This API allows you to find specific reports and filings based on the fund or ETF name, providing essential details like CIK number, entity information, and reporting file number.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Name of the holder to search for |
Implementation Reference
- src/tools/fund.ts:215-241 (handler)The tool handler for 'searchFundDisclosures'. Registers the tool with MCP server, takes a 'name' parameter, calls fundClient.searchDisclosures(name), and returns the results as JSON.
server.tool( "searchFundDisclosures", "Easily search for mutual fund and ETF disclosures by name using the Mutual Fund & ETF Disclosure Name Search API. This API allows you to find specific reports and filings based on the fund or ETF name, providing essential details like CIK number, entity information, and reporting file number.", { name: z.string().describe("Name of the holder to search for"), }, async ({ name }) => { try { const results = await fundClient.searchDisclosures(name); return { content: [{ type: "text", text: JSON.stringify(results, null, 2) }], }; } catch (error) { return { content: [ { type: "text", text: `Error: ${ error instanceof Error ? error.message : String(error) }`, }, ], isError: true, }; } } ); - src/api/fund/FundClient.ts:143-157 (helper)The API client method that calls the FMP '/funds/disclosure-holders-search' endpoint with the holder name to search fund disclosures.
async searchDisclosures( name: string, options?: { signal?: AbortSignal; context?: FMPContext; } ): Promise<FundDisclosureSearch[]> { return super.get<FundDisclosureSearch[]>( "/funds/disclosure-holders-search", { name, }, options ); } - src/api/fund/types.ts:68-82 (schema)Type definition for the search results returned by searchDisclosures, containing fund/ETF disclosure search fields like symbol, CIK, entity name, series name, etc.
export interface FundDisclosureSearch { symbol: string; cik: string; classId: string; seriesId: string; entityName: string; entityOrgType: string; seriesName: string; className: string; reportingFileNumber: string; address: string; city: string; zipCode: string; state: string; } - src/tools/fund.ts:10-13 (registration)The registration function that registers all fund tools (including searchFundDisclosures) with the MCP server.
export function registerFundTools( server: McpServer, accessToken?: string ): void {