# ko-financial-data MCP Server

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

- Price: Free to connect · provider's own fees apply
- URL: https://daas.listeningmind.ai/en/catalog/mcps/x-mcp-fenglucc-ko-financial-data
- Source: Smithery https://smithery.ai/server/fenglucc/ko-financial-data
- Rank this week: #18 (score 58)

## Install

```
npx -y @smithery/cli install fenglucc/ko-financial-data --client claude
```
- Remote: https://ko-financial-data--fenglucc.run.tools

## Tools (24)

- `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…

## FAQ

### What is the ko-financial-data MCP Server?

Real SEC, 13F, insider, congress & macro data your AI agent can cite. 24 tools — institutional 13F holdings (85M+ rows), insider & congress trades, spot-Bitcoin. It is listed on Smithery and ranks #18 (score 58) in ListeningMind.AI's weekly picks.

### How do I install the ko-financial-data MCP Server?

Run npx -y @smithery/cli install fenglucc/ko-financial-data --client claude in a terminal to add it to Claude Desktop. For Cursor, use --client cursor.

### Do I need an API key?

The provider lists no required settings.

### Which tools does it provide?

24 tools: get_institution_holdings, list_institutions, get_stock_profile, get_stock_holders, get_stock_activity, get_stock_price, get_insider_trades, list_insider_traders, get_congress_trades, get_congress_member, search, get_form144_notices.

### How much does it cost?

Free to connect · provider's own fees apply. The provider may charge for use on its own terms.

### Can I trust it?

Checks passed: Own homepage, Live endpoint, Clear description. Skim a server or repository you have not used before connecting it.