com.insidergraph/insidergraph

Official11 tools

SEC insider intelligence: trades, 8-K events, planned sales, activist stakes - one entity graph.

SEC insider trading data, corporate events, and activist stakes in unified entity graph.

sec filingsinsider trading8-k eventsactivist investingentity graphfinancial data

Captured live from the server via tools/list.

cluster_buys

Find issuers where multiple distinct insiders independently bought with their own money (code P) inside a window - a signal raw EDGAR cannot answer. Sorted by total value.

Parameters (3)

min_distinct_insidersinteger
Minimum distinct buyers per issuer, default 2.
min_value_usdnumber
Minimum combined buy value per issuer in USD.
window_daysinteger
Lookback window in days, default 30.

company_profile

START HERE for any company question: one call returns the full insider picture for a ticker or company name - current 5%+ stakeholders (13D/13G), insider buy/sell activity (Form 4), announced sales (Form 144), and recent material events (8-K). Every row links its SEC filing; drill_down names the tool for each deeper question.

Parameters (2)

querystringrequired
Any identifier: ticker in any format (NVDA, NASDAQ:AAPL, $NVDA, BRK.B), company name, CIK number, US ISIN, or CUSIP.
window_daysinteger
Lookback for insider activity, planned sales, and events; default 90.

describe_coverage

Orientation: what this server covers RIGHT NOW - per-feed live date ranges (coverage deepens daily toward the backfill horizon), your access tier, and an example question per tool. Call this first when unsure what to ask or whether a date range is covered.

No parameters.

find_company

Resolve any company identifier to its EDGAR identity: ticker in any format (AAPL, NASDAQ:AAPL, $NVDA, BRK.B), company name, CIK number, US ISIN, or CUSIP. Returns ranked candidates with name, ticker, and CIK. Use it when unsure of the exact ticker before calling the search tools.

Parameters (1)

querystringrequired
The identifier to resolve, e.g. "nvidia", "NASDAQ:AAPL", "1045810", "US0378331005".

list_recent_filings

The firehose: recently ingested filings across ALL feeds (Forms 3/4/5, 8-K, 144, Schedules 13D/13G) with acceptance timestamps and SEC filing links, newest first. Use to see what just came in.

Parameters (4)

cursorstring
Opaque pagination token from the previous response's page.next_cursor; pass it back verbatim to fetch the next page.
feedsarray
Feeds to include. Empty = all.
limitinteger
Max rows per page, default 50, cap 200.
sincestring
Earliest acceptance time, RFC3339 or YYYY-MM-DD.

planned_vs_executed

Cross-feed signal: pair each Form 144 notice (an insider's ANNOUNCED sale) with the seller's actual Form 4 sale executions - same person, exact CIK identity, matched inside the notice's factual Rule 144 validity window (90 days from filing). Surfaces execution ratios and, most notably, announced-but-never-executed sales: insiders whose notice expired with no sale. Raw EDGAR cannot answer this in one query.

Parameters (8)

cursorstring
Opaque pagination token from the previous response's page.next_cursor; pass it back verbatim to fetch the next page.
limitinteger
Max rows per page, default 50, cap 500.
min_planned_usdnumber
Minimum planned sale value in USD.
sellerstring
Substring match on the seller's name.
sincestring
Earliest approximate sale date, YYYY-MM-DD. Default: 90 days back - pass an explicit date to reach deeper history.
statusstring
Filter: executed, pending (window still open), not_executed (window elapsed, no matching sale - the leading-indicator residue), or all (default).
tickersarray
Ticker symbols to include. Empty = all issuers.
untilstring
Latest approximate sale date, YYYY-MM-DD.

search_insider_trades

Search normalized insider transactions from SEC Forms 3/4/5 (US public companies). Returns rows with pre-computed value_usd and a quote-ready summary string with the SEC filing link.

Parameters (10)

cursorstring
Opaque pagination token from the previous response's page.next_cursor; pass it back verbatim to fetch the next page.
exclude_10b5_1boolean
Drop pre-scheduled 10b5-1 plan transactions; true (default) for signal-seeking, false for full audit.
insiderstring
Substring match on the insider's name, e.g. "MUSK".
limitinteger
Max rows per page, default 50, cap 500.
min_value_usdnumber
Minimum transaction value in USD (shares x price).
relationshipstring
Filter by insider role.
sincestring
Earliest transaction date, YYYY-MM-DD.
tickersarray
Ticker symbols to include, e.g. ["NVDA","AAPL"]. Empty = all issuers.
txn_typestring
buy (open-market/private purchase P), sell (S), grant (A), exercise (M/X), or gift (G). Omit for all.
untilstring
Latest transaction date, YYYY-MM-DD.

search_material_events

Search SEC 8-K material corporate events (bankruptcies, restatements, officer departures, delistings, cyber incidents, earnings, M&A...) normalized to item codes, with SEC filing links.

Parameters (7)

cursorstring
Opaque pagination token from the previous response's page.next_cursor; pass it back verbatim to fetch the next page.
high_signalboolean
Only distress-grade items (1.03, 1.05, 2.04, 2.06, 3.01, 4.02, 5.02). Overrides item_codes.
item_codesarray
8-K item numbers, e.g. ["1.03","5.02"]. 1.03=bankruptcy, 4.02=restatement, 5.02=officer departure, 1.05=cyber incident, 2.02=earnings, 8.01=other.
limitinteger
Max rows per page, default 50, cap 500.
sincestring
Earliest event date, YYYY-MM-DD.
tickersarray
Ticker symbols to include, e.g. ["NVDA"]. Empty = all issuers.
untilstring
Latest event date, YYYY-MM-DD.

search_planned_sales

Search SEC Form 144 notices - insiders' PROPOSED sales of restricted/control stock, filed BEFORE the sale executes (the Form 4 reports execution after). A leading indicator: announced-but-not-yet-executed insider selling, with broker and approximate sale date.

Parameters (7)

cursorstring
Opaque pagination token from the previous response's page.next_cursor; pass it back verbatim to fetch the next page.
limitinteger
Max rows per page, default 50, cap 500.
min_value_usdnumber
Minimum aggregate market value of the proposed sale in USD.
sellerstring
Substring match on the seller's name.
sincestring
Earliest approximate sale date, YYYY-MM-DD.
tickersarray
Ticker symbols to include. Empty = all issuers.
untilstring
Latest approximate sale date, YYYY-MM-DD.

search_stakes

Search 5%+ beneficial-ownership stakes from Schedules 13D/13G. 13D = ACTIVE intent (activists, acquirers - market-moving); 13G = passive. Latest filing per (issuer, holder) wins, so results are current stakes; superseded history stays in the archive.

Parameters (8)

cursorstring
Opaque pagination token from the previous response's page.next_cursor; pass it back verbatim to fetch the next page.
holderstring
Substring match on the reporting person, e.g. "Icahn".
limitinteger
Max rows per page, default 50, cap 500.
min_percentnumber
Minimum percent of class held, e.g. 10.
schedule_typestring
activist (13D family), passive (13G family), or all (default).
sincestring
Earliest event date, YYYY-MM-DD.
tickersarray
Ticker symbols to include. Empty = all issuers.
untilstring
Latest event date, YYYY-MM-DD.

trades_before_events

Cross-feed signal: for issuers that filed a material 8-K event, show SEC Form 4 insider transactions in the N days BEFORE the event - e.g. insider selling before a bankruptcy, restatement, or delisting. Joins two feeds through the shared entity graph; raw EDGAR cannot answer this in one query.

Parameters (6)

days_beforeinteger
Lookback window before the event date, default 60.
item_codesarray
8-K items to anchor on, e.g. ["1.03","4.02","3.01"]. Default: distress items 1.03, 2.06, 3.01, 4.02.
limitinteger
Max rows, default 50, cap 500.
min_value_usdnumber
Minimum insider transaction value in USD.
sincestring
Earliest event date, YYYY-MM-DD.
txn_typestring
Insider transaction filter: sell (default - selling before bad news), buy, or all.

Install

claude_desktop_config.json

{
  "mcpServers": {
    "insidergraph": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://api.insidergraph.com/mcp"
      ]
    }
  }
}

Desktop config is stdio-only; this bridges via mcp-remote. Native remote: Settings > Connectors.