HoldingsIntel

Install

Works with Claude Code, VS Code, Cursor, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install connector/holdingsintel-com-mcp

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Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools

16 read · 0 write · 0 deleteRead-only

Secrets

None asked for

Install scripts

Nothing to install (hosted)

Runs as

Hosted (remote endpoint)

Tools (16)

As the server listed them on Oct 25, 2026. Descriptions are the server’s own words; hidden characters are shown as [U+…].

• analyze_fundAnalyze Fundread-only

  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 profile, performance, investing style, or recent disclosed moves. Examples: - "How is Renaissance Technologies performing?" - "What's Berkshire Hathaway's investing archetype?" - "What did Bridgewater buy last quarter?" WHEN NOT TO USE: - Use analyze_stock when the subject is a stock, not a fund - Use compare_funds to compare multiple funds - Use get_fund_holdings for all disclosed positions currently pr…

• analyze_politicianAnalyze Politicianread-only

  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 Congress has performed as a trader, or wants their profile and recent activity. Examples: - "How good a trader is Nancy Pelosi?" - "What's Dan Crenshaw's track record?" - "Show me Tommy Tuberville's profile and recent trades" PARAMETERS: - member: the politician's name (fuzzy-matched; an ambiguous name returns candidate matches to disambiguate) WHEN NOT TO USE: - Use get_congress_trades for a flat list of tra…

• analyze_stockAnalyze Stockread-only

  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 congressional trades. WHEN TO USE: User asks about an individual stock's institutional positioning, smart money sentiment, hedge fund activity, insider buying/selling, or recent moves. Examples: - "Is smart money buying NVDA?" - "What do hedge funds think about META?" - "Has anyone famous been accumulating AAPL?" - "Show me institutional activity on TSLA" IDENTITY: Exact CUSIPs resolve directly (including explicit …

• clone_fundClone Fundread-only

  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 have performed. Examples: - "Backtest cloning Renaissance's top 10 since 2023" - "What's the return on copying Pershing Square's portfolio?" - "How would I have done following Buffett's top 5?" PARAMETERS: - top_n: 5, 10, or 20 positions (default 5; anonymous/free support 5) - rank_by: conviction or weight - scenario: all / new_only / double_downs / high_conviction (anonymous/free support all) - start_q…

• compare_fundsCompare Fundsread-only

  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 USE: User wants to compare hedge funds head-to-head. Examples: - "Compare Berkshire and Pershing Square" - "How similar are Renaissance and Two Sigma?" - "How do these funds' current disclosed holdings and research scores compare?" WHEN NOT TO USE: - Use analyze_fund when the user is asking about a single fund (no comparison needed) - Use search_filers only to discover candidates or resolve an ambiguous fun…

• find_signalsFind Signalsread-only

  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 right now". Types: - convergence: stocks with institutional coverage where 2+ available filing-source signals align - conviction: highest-conviction recent moves - double_downs: positions increased while price fell - new_positions: fresh entries this quarter - smart_money_buying: stocks with strictly positive conviction-weighted institutional sentiment - early_birds: first-mover funds discovering new pos…

• get_13f_activity13F Activityread-only

  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, trimmed, or exited; or which institutions changed a named stock position. PARAMETERS: - provide exactly one of cik_or_name or ticker_or_cusip - quarter: required YYYY-QN filing quarter - change_types: any unique subset of new, increased, decreased, exited, initial (default: the four changes) - instrument_type: stocks, options, bonds, or all - cursor: pass the previous next_cursor to continue All filters are…

• get_activist_stakesActivist Stakesread-only

  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: User asks who has taken a big stake in a company, or whether an activist investor is involved. Examples: - "Who has a 5%+ stake in Tesla?" - "Is there an activist investor in NVDA?" - "Show recent active 13D/13G stakes" PARAMETERS: - ticker_or_cusip or filer: optional identity filter; provide at most one. Ticker collisions return candidates; use an exact CUSIP to disambiguate - classification: optional active…

• get_congress_tradesCongress Tradesread-only

  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 one stock or one official filer. WHEN TO USE: User asks what Congress, a senator, a representative, or an executive-branch official disclosed buying or selling. Examples: - "What stocks did Nancy Pelosi trade?" - "What did Donald Trump disclose trading?" - "Has any member of Congress bought NVDA?" - "Show me recent congressional purchases" PARAMETERS: - ticker_or_cusip or member: optional identity filter; …

• get_fund_holdingsFund Holdingsread-only

  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 just the headline moves or rating. Examples: - "List everything Berkshire Hathaway holds" - "Show me Pershing Square's full portfolio" - "What are all of Bridgewater's positions?" PARAMETERS: - cik_or_name: a CIK (e.g. "0001067983") or fund name (fuzzy-matched) - quarter: optional quarter (default: latest available) - limit: positions per page; an unsupported tier limit returns access_limited without chan…

• get_insider_tradesInsider Tradesread-only

  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; optionally filter by one stock or one insider. WHEN TO USE: User asks whether insiders are buying or selling a stock, or wants a specific executive's trades. Examples: - "Are insiders buying NVDA?" - "Did any executives sell Tesla recently?" - "Show recent open-market insider purchases" PARAMETERS: - ticker_or_cusip or insider_name: optional identity filter; provide at most one. Ticker collisions return candidates;…

• get_my_mcp_statusMy MCP Statusread-only

  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 callers receive quota=null; it never exposes keys, billing data, or another user's account.

• get_stock_holdersStock Holdersread-only

  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 institutions hold it, how large each disclosed position is, or wants all currently processed holders for a quarter. PARAMETERS: - ticker_or_cusip: one ticker or exact CUSIP - quarter: required YYYY-QN filing quarter - cursor: pass the previous next_cursor to continue Ticker input is expanded only when every matching CUSIP belongs to the same issuer prefix; ticker collisions require an exact CUSIP. The exact set used i…

• list_quartersList Quartersread-only

  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 never labels a quarter complete. latest is the newest default-ready quarter; latest_reported is the newest quarter with any processed filing. If the index cannot be loaded, returns source_unavailable rather than a successful empty result. WHEN TO USE: When you need to know which quarters can be passed as the optional 'quarter' parameter to other tools. Returns quickly; safe to call once per session. CITE: When you pr…

• search_filersSearch Fundsread-only

  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 specifically needs a canonical CIK. Examples: - "Find funds with Pershing in the name" - "Which Renaissance filer did you mean?" WHEN NOT TO USE: - Call analyze_fund or clone_fund directly for an ordinary fund name; those tools resolve names themselves - Call compare_funds directly for ordinary fund names RETURNS: Up to the requested limit (maximum 10) of matching funds, each with CIK + name + AUM + star ra…

Signals

Last release

Oct 25, 2026 (5 days ago)

Details

Registry name

com.holdingsintel/mcp

Version

2.0.0

Auth

Auth not stated

License

License unknown

Website

www.holdingsintel.com/mcp

First seen

Oct 24, 2026

Last checked

Oct 26, 2026

Source

Official MCP Registry