Model Context Protocol

Smart Money inside your AI assistant

Query SEC 13F filings, Form 4 insider trades, 13D/13G activist filings, and STOCK Act congressional trades through Claude Desktop, ChatGPT, Cursor, Goose, or any MCP-compatible client.

9 tools, 1 resource, 2 prompts. Works anonymously out of the box. Bring your own API key for the full quota.

Add to your assistant See all tools

What it does

The HoldingsIntel MCP server exposes the same institutional intelligence that powers holdingsintel.com to any AI assistant that speaks the Model Context Protocol. Ask Claude what hedge funds are buying NVDA, have ChatGPT compare Berkshire to Pershing Square, or pipe a quarterly digest into Cursor while you research a thesis.

The underlying data comes from four federal disclosure sources: 13F institutional holdings (quarterly), Form 4 insider transactions (within two business days), 13D/13G activist filings, and STOCK Act congressional trades. The anonymous tier works out of the box with no signup; an API key from any paid plan unlocks your tier's quota and history.

No signup needed

Anonymous tier returns the latest quarter with the top 5 results per tool. Drop in the URL and start querying.

4 data sources, 1 interface

Institutional, insider, activist, and congressional signals fused into a single Smart Money Verdict per stock.

Same data, same tier

Your Pro or Pro+ plan extends to MCP. Bring your key and the daily quota matches your subscription.

Install in your client

The same URL works in every client. Replace hi_live_YOUR_KEY_HERE with your API key from Settings. Remove the headers block entirely to run on the anonymous tier.

Claude Desktop

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

Windows: %APPDATA%/Claude/claude_desktop_config.json

JSON

{
  "mcpServers": {
    "holdingsintel": {
      "url": "https://mcp.holdingsintel.com/sse",
      "headers": {
        "Authorization": "Bearer hi_live_YOUR_KEY_HERE"
      }
    }
  }
}

Quit and reopen Claude Desktop after editing the file. The MCP server appears in the connectors menu.

ChatGPT

Settings -> Connectors -> Add MCP connector (Plus, Pro, Business, Enterprise)

Config

Server URL:    https://mcp.holdingsintel.com/sse
Auth header:   Authorization: Bearer hi_live_YOUR_KEY_HERE
Transport:     Streamable HTTP (SSE)

Paste the URL and Authorization header into the ChatGPT MCP connector dialog. New chats with the connector enabled can call tools.

Cursor

~/.cursor/mcp.json or Settings -> MCP -> Add new MCP server

JSON

{
  "mcpServers": {
    "holdingsintel": {
      "url": "https://mcp.holdingsintel.com/sse",
      "headers": {
        "Authorization": "Bearer hi_live_YOUR_KEY_HERE"
      }
    }
  }
}

Reload the Cursor window after saving. The server appears under Settings -> MCP with a green dot when connected.

Goose

~/.config/goose/config.yaml

YAML

extensions:
  holdingsintel:
    type: streamable_http
    url: https://mcp.holdingsintel.com/sse
    headers:
      Authorization: Bearer hi_live_YOUR_KEY_HERE
    enabled: true

Restart Goose after editing the config. Use `goose session --with-extension holdingsintel` to verify the connection.

Continue (VS Code)

~/.continue/config.json (or via the Continue settings UI)

JSON

{
  "mcpServers": {
    "holdingsintel": {
      "url": "https://mcp.holdingsintel.com/sse",
      "headers": {
        "Authorization": "Bearer hi_live_YOUR_KEY_HERE"
      }
    }
  }
}

Reload VS Code after saving. The Continue chat panel will surface the new tools automatically.

Getting an API key

Sign up for any plan (Free, Pro, Pro+, or Enterprise), open Settings, and create a key under the API Keys section. Keys start with hi_live_ and are shown once at creation time. Paste the value into the Authorization header of your MCP client.

Create a key See plans

What you can call

Nine tools, one resource, and two prompts. Each tool returns structured JSON the assistant can reason over directly.

Tools

analyze_stock

Returns the Smart Money Verdict for a single stock.

analyze_fund

Returns a complete profile of a hedge fund.

find_signals

Screens for stocks or fund moves matching a signal type.

compare_funds

Side-by-side comparison of 2 to 4 hedge funds.

clone_fund

Backtests cloning a hedge fund's portfolio against SPY.

smart_money_digest

Quarterly summary across all smart money.

search_filers

Resolves a fund name to a CIK.

search_securities

Resolves a ticker or company name to a CUSIP.

list_quarters

Returns the list of available quarters.

Resources

holdingsintel://reports/{quarter}

Subscribable quarterly digest. Reads as Markdown inside any MCP client.

Prompts

/weekly-digest

Pre-built workflow for catching up on the latest quarter.

/verdict-quick <ticker>

One-shot Smart Money Verdict for a stock.

Frequently asked questions

What is the Model Context Protocol (MCP)?

MCP is an open protocol from Anthropic that lets AI assistants connect to external data sources and tools. Once a client speaks MCP, you can plug in HoldingsIntel the same way you plug in a file system or a database.

Is it free?

Yes. The anonymous tier works without an API key and returns the latest quarter with the top 5 results per tool. Add a key from any paid plan (Free, Pro, Pro+, Enterprise) to unlock your tier's full quota and history.

Which AI clients are supported?

Anything that speaks MCP over Streamable HTTP: Claude Desktop, ChatGPT MCP connectors, Cursor, Goose, and Continue. The server URL is the same across all of them.

How do I get an API key?

Sign in, go to Settings -> API Keys, click Create Key, and paste the value into the Authorization: Bearer header of your MCP client. Keys are shown once, so store them in a password manager.

How is my data treated?

We log the tool called, your subscription tier, the request arguments, a truncated IP (/24), and a timestamp for 30 days for abuse prevention and product analytics. After 30 days, query content is anonymized. We do not log the response we returned.

What about rate limits?

Per-tier daily quotas apply: anonymous is rate-limited per IP, Free 200 requests/day, Pro 2,000/day, Pro+ 5,000/day, Enterprise 50,000/day. Limits reset at 00:00 UTC.

Can I use this for automated trading?

No. Our Terms prohibit using HoldingsIntel data through MCP to drive automated trading, broker execution, or third-party advice generation. The data is research output, not investment advice.

Ready to bring Smart Money into your assistant?

Pick your client, paste the snippet, and start asking questions. No credit card required for the anonymous tier.

Install now View plans