ko-financial-data MCP Server

What it does

Real SEC, 13F, insider, congress & macro data your AI agent can cite. 24 tools — institutional 13F holdings (85M+ rows), insider & congress trades, spot-Bitcoin

How to install the ko-financial-data MCP Server

Install it with one Smithery CLI line and enter the settings below when asked.

Claude Desktop

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

Cursor

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

Remote server address (Streamable HTTP)

https://ko-financial-data--fenglucc.run.tools

Keys and passwords go only to the provider and your own machine; ListeningMind never receives them.

24 tools

• get_institution_holdings Get current stock holdings of an institutional investor (hedge fund, mutual fund, pension fund) from their latest SEC 13F filing.
• list_institutions List top institutional investors (hedge funds, mutual funds, etc.) tracked in the SEC 13F database. Supports search by name and pagination.
• get_stock_profile Get a company's profile — sector, market cap, price, P/E ratio, 52-week range, beta, dividend yield, and other key financials.
• get_stock_holders 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.
• get_stock_activity Get institutional buying/selling activity trend for a stock over multiple quarters.
• get_stock_price Get historical daily stock prices (OHLC). Returns a summary by default; set series=true to get the full daily price series (for backtesting / charting).
• get_insider_trades 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 institut…
• list_insider_traders List executives/insiders who have recently traded their company stock. Filter by role (CEO only or all executives).
• get_congress_trades Get stock trades made by U.S. Congress members (House & Senate). Data sourced from mandatory financial disclosures.
• get_congress_member Get detailed trading history of a specific U.S. Congress member. Shows individual trades with transaction types, amounts, and disclosure dates.
• search Search across institutions, stocks, and insider traders in the ko.io SEC database.
• get_form144_notices Get SEC Form 144 filings — notices of proposed sale of restricted/controlled securities by insiders. Filed before selling, these signal upcoming insider sales.
• sec_list_filings List an entity's SEC filings from EDGAR (most recent first), each with its accession number. Provide the company's CIK (use search or getstockprofile to find it).
• sec_get_filing_index Enumerate every file in a single SEC filing (primary document, exhibits, images, XBRL, the full .txt submission). Pass a file name from here to secgetfilingdocument.
• sec_get_filing_document 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.
• get_stock_financials 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.
• get_treasury_yields 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.
• get_fed_rates Get Federal Reserve interest rates — Fed Funds Rate, SOFR, Prime Rate, Discount Rate, and Treasury yields. Key indicators for monetary policy.
• get_economic_indicators Get U.S. economic indicators from BLS — CPI (inflation), PPI (producer prices), Non-farm Payrolls (employment), Unemployment Rate, JOLTS. Filter by category.
• get_ftd_data Get SEC Failures-to-Deliver (FTD) data for a stock. High FTD quantities may indicate naked short selling or settlement issues.
• get_financial_stress Get the OFR Financial Stress Index — a daily indicator of stress in global financial markets. Values above 0 indicate above-average stress.
• get_crypto_exposure 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.
• get_crypto_holders List institutional investors holding US spot crypto ETFs (Bitcoin ETF complex), ranked by total USD held, from the latest quarter of SEC 13F filings.
• get_crypto_holder 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 cr…

Why it was picked · #18 · score 58

• Popularity (47%)82
• Trust (33%)60
• Member reviewsNot used this week
• Search demand (20%)0
• Search and AI Overview presenceNot used this week

Source: Smithery · 40,620 uses · First picked 2026-10-20

Trust checks

• – Verified at the source
• – In the official MCP Registry
• ✓ Own homepage
• ✓ Live endpoint
• ✓ Clear description

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