HoldingsIntel

npx add-mcp 'https://mcp.holdingsintel.com/mcp'

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" }
    }
  }
}

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.