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jackdark425

Financial Modeling Prep (FMP) MCP Server

by jackdark425

get_institutional_holders

Retrieve institutional ownership data from 13F filings for a specific stock ticker symbol to analyze investor holdings.

Instructions

Get institutional ownership (13F filings) for a stock

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolYesStock ticker symbol
limitNoNumber of holders to return (default: 100)

Implementation Reference

  • The handler function for 'get_institutional_holders' which fetches institutional ownership data from FMP API.
    server.registerTool(
      'get_institutional_holders',
      {
        description: 'Get institutional ownership (13F filings) for a stock',
        inputSchema: InstitutionalHoldersSchema,
      },
      async (args: z.infer<typeof InstitutionalHoldersSchema>) => {
        try {
          const limit = args.limit || 100;
          const data = await fetchFMP<InstitutionalHolder[]>(
            `/institutional-ownership/latest?symbol=${args.symbol.toUpperCase()}&limit=${limit}`
          );
          return jsonResponse(data);
        } catch (error) {
          return errorResponse(error);
        }
      }
    );
  • The Zod schema defining the inputs for the institutional holders tool.
    const InstitutionalHoldersSchema = z.object({
      symbol: SymbolSchema.describe('Stock ticker symbol'),
      limit: LimitSchema.describe('Number of holders to return (default: 100)'),
    });
  • Registration of 'get_institutional_holders' within registerAnalysisTools.
    server.registerTool(
      'get_institutional_holders',
      {
        description: 'Get institutional ownership (13F filings) for a stock',
        inputSchema: InstitutionalHoldersSchema,
      },
      async (args: z.infer<typeof InstitutionalHoldersSchema>) => {
        try {
          const limit = args.limit || 100;
          const data = await fetchFMP<InstitutionalHolder[]>(
            `/institutional-ownership/latest?symbol=${args.symbol.toUpperCase()}&limit=${limit}`
          );
          return jsonResponse(data);
        } catch (error) {
          return errorResponse(error);
        }
      }
    );

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