Your AI assistant, wired into smart money.
One URL connects Claude, ChatGPT, or Cursor to SEC filings, insider trades, and congressional disclosures. Free preview, no signup - latest quarter, top results. A free account unlocks more.
https://mcp.holdingsintel.com/sseTry asking
Set up in three steps
Copy the server URL
https://mcp.holdingsintel.com/ssePaste it into your AI assistant
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.
https://mcp.holdingsintel.com/sseQuit and reopen Claude Desktop; it appears in the connectors menu.
Ask it something
What it can do
Track politicians
What members of Congress trade, and how good they are at it.
Follow funds
Any tracked fund's full portfolio, profile, and how funds compare.
Check a stock
The Smart Money Verdict: institutions, insiders, activists, and Congress on one stock.
Inspect 13F ownership
Who owns a stock, what a fund changed, and the filings behind each position.
Screen and backtest
Find cross-source signals and test a filing-date-aware fund-cloning strategy.
Manage research lists
Create named lists and add stocks, funds, politicians, or insiders without enabling alerts.
Check access
See the authenticated account, plan, quotas, and current usage applied to MCP.
Full tool & API reference lives in Developers.
Frequently asked questions
What is MCP?
An open protocol that lets AI assistants use external data. Once your client speaks MCP, HoldingsIntel plugs in like a data source.
Which AI clients work?
Claude Desktop, ChatGPT, Cursor, VS Code (Copilot), and Goose - any MCP-compatible client. Same URL everywhere.
What do I get without an account?
A free preview: the latest quarter, top results per question, rate-limited. A free account raises the limits; paid plans unlock more history and depth according to plan.
How do I use my paid plan here?
Sign in, then Settings → API Keys → Create Key. Your client config is generated with the key included. Your plan's quota applies automatically.
How fresh is the data?
Freshness is source-specific. Results preserve the relevant filing, disclosure, and price dates so your assistant can tell what was known when.
Can I automate trading with it?
No. This is research intelligence - the Terms prohibit using it to drive automated trading or third-party advice.