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HoldingsIntel

com.holdingsintel/mcp · v1.1.0

Measured by MCP Station

Description written by the publisher, not verified

Smart Money Verdict per stock & fund from SEC 13F, insider, activist & congressional filings.

Connect

claude mcp add --transport http mcp https://mcp.holdingsintel.com/sse

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

Tools as reported by the server

• 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 money sentiment, hedge
• 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 Technologies performing
• 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 filing-source signals align - co
• 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 Square" - "How similar ar
• 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 return on copying Pershing Sq
• 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 Renaissance filer did you
• 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 ticker or CUSIP - Use find
• 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 newest quarter with an
• 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, or an executive-branc
• 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 a trader is Nancy Pelos
• 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 selling a stock, or wants a
• 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. Examples: - "Who has a 5%+ st
• 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" - "Show me Pershing Square's ful
• 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 quarter. PARAMETERS: -
• 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 exactly one of cik_or_name
• 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.

Tool changes

• 2026-10-24: analyze_stock, analyze_fund, find_signals, compare_funds, clone_fund, search_filers, search_securities, list_quarters, get_congress_trades, analyze_politician, get_insider_trades, get_activist_stakes
• 2026-10-16: analyze_stock, analyze_fund, find_signals, compare_funds, clone_fund, search_filers, search_securities, list_quarters, get_congress_trades, analyze_politician, get_insider_trades, get_activist_stakes

Website · JSON · Text for agents · Registry updated 2026-06-05