MCP servercom.holdingsintel/mcp

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

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

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 Cong

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 congress

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 h

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 U

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

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

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

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, tr

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: Use

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 o

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 j

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; optional

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

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

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 instituti

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 ne

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

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

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

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 specific

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