Model Context Protocol

Smart Money inside your AI assistant

Query hedge-fund 13F positions, insider trades, activist stakes, and Congressional trades through Claude Desktop, ChatGPT, Cursor, VS Code, and Goose.

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

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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. Or go straight to the source: the actual insider buys, activist stakes, and Congressional trades behind a stock — or any politician's full trading record.

The underlying data comes from four federal disclosure sources: institutional 13F holdings (quarterly), insider transactions (within two business days), activist filings, and 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

One URL, pasted into any MCP client — that's the whole setup. It runs free on the anonymous tier (latest quarter, top 5 results per tool) with no key and no signup.

Server URL — works in every client

https://mcp.holdingsintel.com/sse Same URL for every client — pick yours below to connect.

Choose your client

Open Settings → Connectors, then Add custom connector.

ℹ Don't see Connectors? Update Claude Desktop to the latest version.

Name it HoldingsIntel and paste the URL.

URL

https://mcp.holdingsintel.com/sse

Test it — Ask your assistant: What hedge funds are buying NVDA? — you'll see a HoldingsIntel tool call.

Quit and reopen Claude Desktop — it appears in the connectors menu.

You're connected — no account needed. Latest quarter, top 5 results per tool. Add an API key for full history and higher limits. Settings gives you a ready-to-paste config.

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. The dialog hands you a ready-to-paste config with the key already embedded — copy it straight into your client, no manual header editing.

Create a key See plans

What you can call

Fourteen 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 — plus who's actually been trading it (insiders, activists, Congress).

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.

get_insider_trades

Company insider buys and sells, by ticker or insider name.

get_activist_stakes

Activist investor stakes (>5% positions), by ticker or filer.

get_congress_trades

Congressional stock trades, by ticker or member.

analyze_politician

A member of Congress's trading record and performance vs. the S&P 500.

get_fund_holdings

A hedge fund's full 13F holdings list for a quarter.

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, Cursor, VS Code (with the GitHub Copilot extension), and Goose. 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.

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