FolioFact

Reliability

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How to connect

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "foliofact": {
      "type": "http",
      "url": "https://foliofact.com/mcp"
    }
  }
}

13 tools

• search

  Bounded cross-domain search: funds by name, stocks by ticker/name, and insider transactions by owner. The same scopes the web search uses. A blank or missing query returns empty buckets, mirroring GET /api/v1/search.

• get_fund

  One fund's latest filing and its investors.

• fund_holdings

  A fund's current portfolio positions with quarter-over-quarter change.

• fund_history

  Quarter-by-quarter filing history and a summary (turnover, concentration, favorites).

• get_stock

  One company as held by tracked funds: holders, values, and last-quarter moves.

• get_investor

  One investor's portfolio links (funds they run or back) and featured fund.

• insider_feed

  Recent Form 4/5 insider transactions across all held stocks, newest first. Filterable by transaction type and owner. Page 2+ requires FolioFact Pro.

• fetch_page

  Fetches an allowlisted public page as markdown/text: published blog posts (/blog/:slug), static pages (e.g. /agents, /api-docs, /about), and the agent discovery doc (/llms.txt).

• stock_earnings

  The latest cited AI Earnings Report for one stock (or a stable period with `period`). Requires FolioFact Pro.

• stock_financials

  Financial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro.

• stock_insiders

  Recent Form 4/5 insider transactions for one company. Requires FolioFact Pro.

• stock_options

  Daily 30-day implied volatility history for one company. Requires FolioFact Pro.

• compare_stocks

  Aligned multi-stock comparison: valuation, latest financial point, fund conviction, and insider activity. Requires FolioFact Pro.

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