Hosted MCP server · #10 most used on Smithery

ko-financial-data

fenglucc/ko-financial-data

Real SEC, 13F, insider, congress & macro data your AI agent can cite. 24 tools — institutional 13F holdings (85M+ rows), insider & congress trades, spot-Bitcoin-ETF ownership, company financials, and Treasury/Fed/BLS macro series. Every answer traces back to the original SEC filing. Free tier: 200 calls/day.

Data & databases Finance & business

Install ↓Smithery ↗Website ↗

Uses: 41k
Tools: 24
Runs: Hosted
Listed: 4mo ago

Get started

Add it to your agent

npx -y @smithery/cli@latest install fenglucc/ko-financial-data --client claude

Swap --client claude for cursor, vscode, windsurf or another client. The CLI asks for any required settings.

claude mcp add --transport http ko-financial-data https://server.smithery.ai/fenglucc/ko-financial-data/mcp

A hosted server: nothing to install. Run /mcp in Claude Code to sign in if it asks.

[mcp_servers.ko-financial-data]
url = "https://server.smithery.ai/fenglucc/ko-financial-data/mcp"

Add to ~/.codex/config.toml.

{
  "mcpServers": {
    "ko-financial-data": {
      "url": "https://server.smithery.ai/fenglucc/ko-financial-data/mcp"
    }
  }
}

Add to ~/.cursor/mcp.json.

{
  "servers": {
    "ko-financial-data": {
      "type": "http",
      "url": "https://server.smithery.ai/fenglucc/ko-financial-data/mcp"
    }
  }
}

Add to .vscode/mcp.json.

gemini mcp add --transport http ko-financial-data https://server.smithery.ai/fenglucc/ko-financial-data/mcp

Saved to .gemini/settings.json.

What it can do

24 tools

get_institution_holdings3 paramsGet current stock holdings of an institutional investor (hedge fund, mutual fund, pension fund) from their latest SEC 13F filing. Returns…

Get current stock holdings of an institutional investor (hedge fund, mutual fund, pension fund) from their latest SEC 13F filing. Returns top positions with share counts, values, and quarter-over-quarter changes.

Parameter	Type	Description
`page`	integer	Page number
`limit`	integer	Results per page
`institution`	string	Institution CIK number (e.g. '1067983'), slug (e.g. 'berkshire-hathaway'), or name (e.g. 'Berkshire Hathaway') — names are resolved automatically.

list_institutions3 paramsList top institutional investors (hedge funds, mutual funds, etc.) tracked in the SEC 13F database. Supports search by name and pagination.

Parameter	Type	Description
`page`	integer	Page number
`limit`	integer	Results per page
`search`	string	Search by institution or founder name

get_stock_profile1 paramGet a company's profile — sector, market cap, price, P/E ratio, 52-week range, beta, dividend yield, and other key financials.

Parameter	Type	Description
`ticker`	string	Stock ticker symbol (e.g. 'AAPL', 'NVDA', 'MSFT')

get_stock_holders3 paramsGet top institutional holders of a stock from SEC 13F filings. Shows which hedge funds, mutual funds, and pension funds own the most shar…

Get top institutional holders of a stock from SEC 13F filings. Shows which hedge funds, mutual funds, and pension funds own the most shares, with quarter-over-quarter changes.

Parameter	Type	Description
`page`	integer	Page number
`limit`	integer	Results per page
`ticker`	string	Stock ticker symbol (e.g. 'NVDA')

get_stock_activity2 paramsGet institutional buying/selling activity trend for a stock over multiple quarters. Shows how many institutions are buying vs selling, ne…

Get institutional buying/selling activity trend for a stock over multiple quarters. Shows how many institutions are buying vs selling, net share changes, and value flows — useful for detecting accumulation or distribution patterns.

Parameter	Type	Description
`ticker`	string	Stock ticker symbol
`quarters`	integer	Number of quarters to return (default 8 = 2 years)

get_stock_price4 paramsGet historical daily stock prices (OHLC). Returns a summary by default; set series=true to get the full daily price series (for backtesti…

Get historical daily stock prices (OHLC). Returns a summary by default; set series=true to get the full daily price series (for backtesting / charting).

Parameter	Type	Description
`limit`	integer	Max rows of the daily series to return when series=true.
`period`	string	Look-back window
`series`	boolean	If true, return the full daily OHLC series (up to `limit` rows) instead of just a summary.
`ticker`	string	Stock ticker symbol

get_insider_trades3 paramsGet insider/executive stock trades (SEC Form 4) for a company. Shows CEO, CFO, directors, and other officers buying or selling their own …

Get insider/executive stock trades (SEC Form 4) for a company. Shows CEO, CFO, directors, and other officers buying or selling their own company's stock — a key signal for institutional investors.

Parameter	Type	Description
`limit`	integer	Max trades to return
`ticker`	string	Stock ticker symbol (e.g. 'AAPL')
`executive_cik`	string	Filter by specific executive CIK (from list_insider_traders)

list_insider_traders4 paramsList executives/insiders who have recently traded their company stock. Filter by role (CEO only or all executives). Useful for finding no…

List executives/insiders who have recently traded their company stock. Filter by role (CEO only or all executives). Useful for finding notable insider buying/selling activity across the market.

Parameter	Type	Description
`page`	integer
`role`	string	Filter by role (case-insensitive): CEO, executive/officer, or all
`limit`	integer
`search`	string	Search by name or ticker

get_congress_trades8 paramsGet stock trades made by U.S. Congress members (House & Senate). Data sourced from mandatory financial disclosures. Filter by chamber, pa…

Get stock trades made by U.S. Congress members (House & Senate). Data sourced from mandatory financial disclosures. Filter by chamber, party, state, date range, or specific stock ticker.

Parameter	Type	Description
`page`	integer
`sort`	string	Sort order — volume (most traded value), trades (most trades), recent (latest first)
`limit`	integer
`party`	string	Filter by party — D=Democrat, R=Republican, I=Independent
`state`	string	Filter by U.S. state (2-letter code)
`search`	string	Search by member name
`ticker`	string	Filter trades by stock ticker
`chamber`	string	Filter by congressional chamber

get_congress_member3 paramsGet detailed trading history of a specific U.S. Congress member. Shows individual trades with transaction types, amounts, and disclosure …

Get detailed trading history of a specific U.S. Congress member. Shows individual trades with transaction types, amounts, and disclosure dates.

Parameter	Type	Description
`page`	integer
`limit`	integer
`member`	string	Member slug (e.g. 'nancy-pelosi', 'dan-crenshaw'). Use get_congress_trades or search to find exact slugs.

search2 paramsSearch across institutions, stocks, and insider traders in the ko.io SEC database. Use this first when you have a name but need the CIK n…

Search across institutions, stocks, and insider traders in the ko.io SEC database. Use this first when you have a name but need the CIK number, ticker, or slug to use with other tools.

Parameter	Type	Description
`limit`	integer	Max results per category
`query`	string	Search query — company name, ticker, person name, or institution name (min 2 characters)

get_form144_notices3 paramsGet SEC Form 144 filings — notices of proposed sale of restricted/controlled securities by insiders. Filed before selling, these signal u…

Get SEC Form 144 filings — notices of proposed sale of restricted/controlled securities by insiders. Filed before selling, these signal upcoming insider sales. Complements Form 4 (post-trade) with pre-trade intent.

Parameter	Type	Description
`limit`	integer	Max notices to return
`ticker`	string	Filter by stock ticker (e.g. 'AAPL')
`insider_cik`	string	Filter by insider's CIK number

sec_list_filings5 paramsList an entity's SEC filings from EDGAR (most recent first), each with its accession number. Provide the company's CIK (use search or get…

List an entity's SEC filings from EDGAR (most recent first), each with its accession number. Provide the company's CIK (use search or get_stock_profile to find it). Returns accession numbers to pass to sec_get_filing_index / sec_get_filing_document.

Parameter	Type	Description
`to`	string	Latest filing date, ISO YYYY-MM-DD
`cik`	string	Company CIK number (e.g. '320193' for Apple)
`from`	string	Earliest filing date, ISO YYYY-MM-DD
`limit`	integer	Max filings to return
`form_type`	string	Exact SEC form filter, e.g. '10-K', '13F-HR', '8-K'

sec_get_filing_index2 paramsEnumerate every file in a single SEC filing (primary document, exhibits, images, XBRL, the full .txt submission). Pass a file name from h…

Enumerate every file in a single SEC filing (primary document, exhibits, images, XBRL, the full .txt submission). Pass a file name from here to sec_get_filing_document.

Parameter	Type	Description
`cik`	string	Company CIK number
`accession_no`	string	Accession number, e.g. '0000320193-23-000106'

sec_get_filing_document4 paramsGet a source document from a SEC filing, served by ko.io. Returns a ko.io LINK to the rendered document (open in a browser) plus, optiona…

Get a source document from a SEC filing, served by ko.io. Returns a ko.io LINK to the rendered document (open in a browser) plus, optionally, an extracted text excerpt. Never returns the whole file — for full content, open the link or request a specific section.

Parameter	Type	Description
`cik`	string	Company CIK number
`file`	string	File name within the filing (from sec_get_filing_index). Omit for the primary document.
`accession_no`	string	Accession number, e.g. '0000320193-23-000106'
`include_excerpt`	boolean	Include a text excerpt (first ~6000 chars) in the response

get_stock_financials3 paramsGet quarterly or annual financial statements for a company (revenue, net income, EPS, margins, cash flow, debt ratios) from SEC 10-K/10-Q…

Get quarterly or annual financial statements for a company (revenue, net income, EPS, margins, cash flow, debt ratios) from SEC 10-K/10-Q filings.

Parameter	Type	Description
`limit`	integer	Number of periods to return (default 8)
`ticker`	string	Stock ticker symbol (e.g. 'AAPL', 'MSFT')
`period_type`	string	Period type — quarterly (10-Q) or annual (10-K)

get_treasury_yields1 paramGet U.S. Treasury yield curve data — daily yields for maturities from 1-month to 30-year. Essential for understanding interest rate envir…

Get U.S. Treasury yield curve data — daily yields for maturities from 1-month to 30-year. Essential for understanding interest rate environment and yield curve shape.

Parameter	Type	Description
`days`	integer	Number of days of history (default 30)

get_fed_rates1 paramGet Federal Reserve interest rates — Fed Funds Rate, SOFR, Prime Rate, Discount Rate, and Treasury yields. Key indicators for monetary po…

Get Federal Reserve interest rates — Fed Funds Rate, SOFR, Prime Rate, Discount Rate, and Treasury yields. Key indicators for monetary policy.

Parameter	Type	Description
`days`	integer	Number of days of history (default 30)

get_economic_indicators2 paramsGet U.S. economic indicators from BLS — CPI (inflation), PPI (producer prices), Non-farm Payrolls (employment), Unemployment Rate, JOLTS.…

Get U.S. economic indicators from BLS — CPI (inflation), PPI (producer prices), Non-farm Payrolls (employment), Unemployment Rate, JOLTS. Filter by category.

Parameter	Type	Description
`days`	integer	Number of days of history (default 365)
`category`	string	Category (case-insensitive): cpi/inflation, ppi, nfp/payrolls, unemployment, jolts, or all

get_ftd_data2 paramsGet SEC Failures-to-Deliver (FTD) data for a stock. High FTD quantities may indicate naked short selling or settlement issues.

Parameter	Type	Description
`days`	integer	Number of days of history (default 90)
`ticker`	string	Stock ticker symbol (e.g. 'GME', 'TSLA')

get_financial_stress1 paramGet the OFR Financial Stress Index — a daily indicator of stress in global financial markets. Values above 0 indicate above-average stress.

Parameter	Type	Description
`days`	integer	Number of days of history (default 365)

get_crypto_exposureGet a market-wide summary of institutional exposure to US spot crypto ETFs (Bitcoin ETF complex: IBIT, FBTC, GBTC, etc.) from the latest …

Get a market-wide summary of institutional exposure to US spot crypto ETFs (Bitcoin ETF complex: IBIT, FBTC, GBTC, etc.) from the latest quarter of SEC 13F filings. Returns total institutional USD held, quarter-over-quarter change, and a per-ETF breakdown (holders, USD, QoQ).

get_crypto_holders3 paramsList institutional investors holding US spot crypto ETFs (Bitcoin ETF complex), ranked by total USD held, from the latest quarter of SEC …

List institutional investors holding US spot crypto ETFs (Bitcoin ETF complex), ranked by total USD held, from the latest quarter of SEC 13F filings. Optionally filter to holders of a specific ETF via the `product` parameter (e.g. 'IBIT').

Parameter	Type	Description
`page`	integer	Page number
`limit`	integer	Results per page
`product`	string	Filter to holders of a specific spot crypto ETF ticker, e.g. 'IBIT', 'FBTC', 'GBTC'.

get_crypto_holder1 paramGet one institution's spot crypto-ETF holdings (Bitcoin ETF complex): its per-ETF positions in the latest filed quarter (shares, USD, QoQ…

Get one institution's spot crypto-ETF holdings (Bitcoin ETF complex): its per-ETF positions in the latest filed quarter (shares, USD, QoQ change, action) plus its rank among all crypto-ETF holders. Use a CIK number (find it with get_crypto_holders or the search tool).

Parameter	Type	Description
`institution`	string	Institution CIK number (e.g. '1512857' for Brevan Howard) or name (e.g. 'BlackRock').