HoldingsIntel

Reliability

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How to connect

Add it to any MCP client that supports remote servers.

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

24 tools

• analyze_stock

  Returns the Smart Money Verdict for a single stock: a synthesized signal from 13F institutional positioning, Form 4 insider trades, 13D/13G activist filings, and STOCK Act congressional trades. WHEN TO USE: User asks about an individual stock's institutional positioning, smart…

• analyze_fund

  Returns a filing-bound hedge-fund profile with current rating, DNA, and tracked-holdings in-profit enrichment when available. WHEN TO USE: User asks about a specific hedge fund's profile, performance, investing style, or recent disclosed moves. Examples: - "How is Renaissance…

• find_signals

  Screens for stocks or fund moves matching a signal type. Use this when the user wants a list, not a single stock. WHEN TO USE: User asks for a screen, list, or "what's interesting right now". Types: - convergence: stocks with institutional coverage where 2+ available…

• compare_funds

  Side-by-side comparison of 2-3 hedge funds on one real common 13F quarter: holding overlap (Jaccard similarity), DNA similarity, ratings, win rates, and common holdings. WHEN TO USE: User wants to compare hedge funds head-to-head. Examples: - "Compare Berkshire and Pershing…

• clone_fund

  Backtests a disclosed hedge-fund cloning strategy across completed 13F disclosure intervals without look-ahead. WHEN TO USE: User wants to know how a fund-cloning strategy would have performed. Examples: - "Backtest cloning Renaissance's top 10 since 2023" - "What's the…

• search_filers

  Searches funds by name and returns canonical CIKs for discovery or disambiguation. WHEN TO USE: The user asks to find funds, a partial name may match several funds, or a workflow specifically needs a canonical CIK. Examples: - "Find funds with Pershing in the name" - "Which…

• search_securities

  Searches stocks by ticker or company name and returns canonical security identities. WHEN TO USE: The user asks to find stocks, a company name is ambiguous, or a workflow specifically needs the canonical CUSIP. WHEN NOT TO USE: - Call analyze_stock directly for an ordinary…

• list_quarters

  Returns every processed 13F quarter with reported and prior-quarter filer counts, a default_ready selection heuristic, and whether the current caller can access that quarter. It never labels a quarter complete. latest is the newest default-ready quarter; latest_reported is the…

• get_congress_trades

  Returns official financial disclosures from Congress and the OGE executive-branch feed. It defaults to Congress; branch selects Congress, executive, or both. Optionally filter by one stock or one official filer. WHEN TO USE: User asks what Congress, a senator, a representative…

• analyze_politician

  Returns a single politician's profile, trading performance, and notable trades, based on their official financial disclosures. WHEN TO USE: User asks how a specific member of Congress has performed as a trader, or wants their profile and recent activity. Examples: - "How good…

• get_insider_trades

  Returns completed current corporate-insider non-derivative Form 4 transactions filed since August 24, 2026. With no identity filter, returns the global recent-filing feed; optionally filter by one stock or one insider. WHEN TO USE: User asks whether insiders are buying or…

• get_activist_stakes

  Returns SEC Schedule 13D/13G large-ownership filings. With no identity filter, returns the global recent-filing feed; optionally filter by one stock or one filer. WHEN TO USE: User asks who has taken a big stake in a company, or whether an activist investor is involved…

• get_fund_holdings

  Returns all disclosed positions currently processed for a hedge fund and quarter, paginated. WHEN TO USE: User wants every currently processed disclosed position for a fund, not just the headline moves or rating. Examples: - "List everything Berkshire Hathaway holds"…

• get_stock_holders

  Returns every available active cash-equity 13F holder position for one stock and one quarter, using cursor pagination. WHEN TO USE: The user asks who owns a stock, which institutions hold it, how large each disclosed position is, or wants all currently processed holders for a…

• get_13f_activity

  Returns every available changed 13F position for exactly one fund or one stock in one quarter, using cursor pagination. WHEN TO USE: The user asks what a fund bought, added to, trimmed, or exited; or which institutions changed a named stock position. PARAMETERS: - provide…

• list_saved_lists

  Lists the authenticated user's protected default Watchlist and named saved lists, including each list's allowed item types and current count.

• get_saved_list

  Returns one authenticated user's saved list with type-discriminated items. The protected default Watchlist supports stocks, funds and Congress members (politicians); named lists also support insiders.

• create_saved_list

  Creates an authenticated user's named saved list. Names cannot have leading or trailing whitespace, are case-insensitively unique, Watchlist is reserved, and retrying the same name returns the existing list.

• rename_saved_list

  Renames an authenticated user's named saved list. Names cannot have leading or trailing whitespace; the protected default Watchlist cannot be renamed, and no named list can be renamed to the reserved name Watchlist.

• delete_saved_list

  Deletes an authenticated user's named saved list and its items. The protected default Watchlist cannot be deleted.

• add_saved_list_item

  Adds one type-discriminated entity to a saved list. Repeating an existing membership is idempotent; omitted notes are preserved and null clears them.

• update_saved_list_item_notes

  Updates notes on one authenticated user's saved-list item. Null clears notes.

• remove_saved_list_item

  Removes one item from an authenticated user's saved list without deleting the list.

• get_my_mcp_status

  Returns the current caller's authentication method, HoldingsIntel access tier, and exact daily MCP quota usage. This read-only status check does not consume daily quota. Anonymous callers receive quota=null; it never exposes keys, billing data, or another user's account.

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