io.github.profitelligence/mcp-server

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by profitelligence · HTML

Financial intelligence: insider trades, SEC filings, 13F holdings, and market signals.

Profitelligence MCP Server

The io.github.profitelligence/mcp-server provides financial intelligence for AI agents, exposing access to insider trades, SEC filings, 13F holdings, and market signals. It is presented as an MCP-compatible server with 7 tools and is intended to work with the Model Context Protocol (MCP).

🛠️ Key Features

Insider trades data access
SEC filings access
13F holdings access
Market signals access
MCP-compatible (Model Context Protocol)

🚀 Use Cases

Enabling AI agents to incorporate insider trading and SEC filings context
Supporting analysis based on 13F holdings and market signals

⚡ Developer Benefits

MCP integration for model-context workflows
Designed for use with Claude (mentioned in the source excerpt)

⚠️ Limitations

Only the listed categories (insider trades, SEC filings, 13F holdings, market signals) are evidenced in the provided data

Topics

ai-agentsclaudefinancial-datafintechinsider-tradingmcpmodel-context-protocolsec-filings

Captured live from the server via tools/list.

pulse

Market snapshot - what's happening right now. Returns market movers, recent filings, insider trades, economic indicators. No parameters needed. Example: pulse()

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

investigate

Research any entity - company, insider, or sector. Auto-detects type from subject: - Stock symbols (AAPL) → company - CIK numbers (0001067983) → insider - Sector names (Technology) → sector

Parameters3

subject	string	required	Symbol, CIK, or sector name
entity_type	string	optional	Optional override - "company", "insider", or "sector"
days	integer	optional	Lookback period (default 30)

Raw schema

{
  "type": "object",
  "properties": {
    "subject": {
      "type": "string",
      "description": "Symbol, CIK, or sector name"
    },
    "entity_type": {
      "default": null,
      "type": "string",
      "description": "Optional override - \"company\", \"insider\", or \"sector\""
    },
    "days": {
      "default": 30,
      "type": "integer",
      "description": "Lookback period (default 30)"
    }
  },
  "required": [
    "subject"
  ],
  "additionalProperties": false
}

screen

Scan market for opportunities.

Parameters5

focus	string	optional	"all", "multi_signal", "insider", or "events"
sector	string	optional	Filter by sector (e.g., "Technology")
min_score	number	optional	Minimum score 0-100
days	integer	optional	Lookback period (default 7)
limit	integer	optional	Max results (default 25)

Raw schema

{
  "type": "object",
  "properties": {
    "focus": {
      "default": "all",
      "type": "string",
      "description": "\"all\", \"multi_signal\", \"insider\", or \"events\""
    },
    "sector": {
      "default": null,
      "type": "string",
      "description": "Filter by sector (e.g., \"Technology\")"
    },
    "min_score": {
      "default": null,
      "type": "number",
      "description": "Minimum score 0-100"
    },
    "days": {
      "default": 7,
      "type": "integer",
      "description": "Lookback period (default 7)"
    },
    "limit": {
      "default": 25,
      "type": "integer",
      "description": "Max results (default 25)"
    }
  },
  "additionalProperties": false
}

assess

Position health check for a stock. Returns material events, insider sentiment, institutional sentiment, technical signals, risk factors.

Parameters2

symbol	string	required	Stock symbol to assess
days	integer	optional	Lookback period (default 30)

Raw schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string",
      "description": "Stock symbol to assess"
    },
    "days": {
      "default": 30,
      "type": "integer",
      "description": "Lookback period (default 30)"
    }
  },
  "required": [
    "symbol"
  ],
  "additionalProperties": false
}

institutional

Institutional investor intelligence from 13F filings. Query types: - "manager": Profile an institutional investor (by name or CIK) - "security": Institutional ownership landscape for a stock - "signal": Find stocks with institutional flow patterns

Parameters4

query_type	string	required	Type of query ("manager", "security", "signal")
identifier	string	optional	Symbol or manager name/CIK (required for manager/security)
signal_type	string	optional	For signal queries - "accumulation", "distribution", "conviction", "new"
limit	integer	optional	Max results (default 25)

Raw schema

{
  "type": "object",
  "properties": {
    "query_type": {
      "type": "string",
      "description": "Type of query (\"manager\", \"security\", \"signal\")"
    },
    "identifier": {
      "default": null,
      "type": "string",
      "description": "Symbol or manager name/CIK (required for manager/security)"
    },
    "signal_type": {
      "default": null,
      "type": "string",
      "description": "For signal queries - \"accumulation\", \"distribution\", \"conviction\", \"new\""
    },
    "limit": {
      "default": 25,
      "type": "integer",
      "description": "Max results (default 25)"
    }
  },
  "required": [
    "query_type"
  ],
  "additionalProperties": false
}

search

Semantic search across filings, companies, insiders, and managers. Powerful cross-platform search using PostgreSQL full-text search. Perfect for finding specific events, people, or companies.

Parameters5

q	string	required	Search query (min 2 chars). Natural language supported.
entity_type	string	optional	Filter by type - "filing", "company", "insider", "manager"
sector	string	optional	Filter by sector (e.g., "Technology")
impact	string	optional	Filter filings by impact - "HIGH", "MEDIUM", "LOW"
limit	integer	optional	Max results (default 20, max 100)

Raw schema

{
  "type": "object",
  "properties": {
    "q": {
      "type": "string",
      "description": "Search query (min 2 chars). Natural language supported."
    },
    "entity_type": {
      "default": null,
      "type": "string",
      "description": "Filter by type - \"filing\", \"company\", \"insider\", \"manager\""
    },
    "sector": {
      "default": null,
      "type": "string",
      "description": "Filter by sector (e.g., \"Technology\")"
    },
    "impact": {
      "default": null,
      "type": "string",
      "description": "Filter filings by impact - \"HIGH\", \"MEDIUM\", \"LOW\""
    },
    "limit": {
      "default": 20,
      "type": "integer",
      "description": "Max results (default 20, max 100)"
    }
  },
  "required": [
    "q"
  ],
  "additionalProperties": false
}

service_info

Info about Profitelligence service and your account.

Parameters1

info_type

string

optional

What info to retrieve - "overview": Service description and capabilities - "profile": Your subscription tier, features, and account status - "pricing": Subscription tiers and pricing - "capabilities": Available tools and data sources - "status": Server configuration and health

Raw schema

{
  "type": "object",
  "properties": {
    "info_type": {
      "default": "overview",
      "type": "string",
      "description": "What info to retrieve\n- \"overview\": Service description and capabilities\n- \"profile\": Your subscription tier, features, and account status\n- \"pricing\": Subscription tiers and pricing\n- \"capabilities\": Available tools and data sources\n- \"status\": Server configuration and health"
    }
  },
  "additionalProperties": false
}

README.md14 KBView on GitHub

Profitelligence

Profitelligence MCP Server

MCP Registry

Financial intelligence for AI agents. Give Claude access to insider trading data, SEC filings, economic indicators, and multi-signal analysis — all through a single MCP server.

Get Started Free · View Pricing

Why Profitelligence?

Traditional financial APIs return mountains of raw data. Your AI agent burns through tokens parsing CSVs, making repeated calls, and piecing together context. Profitelligence is different.

We provide semantically dense, LLM-optimized responses designed for AI agents:

Traditional MCP Servers	Profitelligence MCP
Many narrow tools (10-20+)	7 powerful tools with rich filtering
Raw data dumps	Pre-contextualized intelligence
Multiple calls to answer one question	One call, complete answer
Token-heavy responses	Optimized for token efficiency
Complex tool orchestration	Agent has full control

What You Get

Insider Trading Intelligence — Form 4 filings with entity search ("find Warren Buffett's trades")
SEC Filing Analysis — AI-summarized 8-K events with impact scoring
Market Data — Company profiles, OHLC prices, sector/industry context
Economic Indicators — Federal Reserve (FRED) data for macro context
Multi-Signal Analysis — Opportunity scoring that combines insider activity + SEC events + price action (PRO)

Safe by Design

This MCP server is a thin, stateless layer over Profitelligence's REST APIs:

✅ Read-only — No ability to modify your account or execute trades
✅ No data storage — Responses flow through, nothing is cached locally
✅ Documented — Every tool, argument, and response format is specified in this repo
✅ Your API key — You control access; revoke anytime from your dashboard

Quick Start

Option A: Connect via MCP Directory (Recommended)

The easiest way to get started:

Visit the Anthropic MCP Directory
Find and click Profitelligence
Complete OAuth authentication with your Google account
Start asking financial questions!

No API key needed — authentication is handled automatically.

Option B: Manual Setup with API Key

1. Create a Free Account

The free tier includes:

Access to top 500 stocks by volume
Insider trading data (Form 4)
SEC 8-K filing summaries
Economic indicators (FRED)
250 API calls/day

2. Get Your API Key

Generate an API key from your account dashboard.

3. Add to Claude

Claude Desktop (easiest):

Go to Settings → Connectors → Add Custom Connector and paste this URL:

code

https://mcp.profitelligence.com/mcp?apiKey=YOUR_API_KEY

Replace YOUR_API_KEY with your key (e.g. pk_live_abc123...). That's it — start chatting.

Claude Desktop (config file alternative):

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

json

{
  "mcpServers": {
    "profitelligence": {
      "url": "https://mcp.profitelligence.com/mcp?apiKey=YOUR_API_KEY",
      "transport": "streamable-http"
    }
  }
}

Claude Code (one-liner):

bash

claude mcp add profitelligence --transport http \
  https://mcp.profitelligence.com/mcp \
  --header "X-API-Key: YOUR_API_KEY"

That's it! Ask Claude: "What insider buying happened in tech stocks this week?"

Pricing & Tiers

Feature	Free	PRO ($4.99/mo)	Elite ($9.99/mo)
Stock coverage	Top 500	Top 6,000	All stocks
API calls	250/day	1,000/day	10,000/day
Insider trading (Form 4)	✅	✅	✅
SEC 8-K summaries	✅	✅	✅
Economic indicators	✅	✅	✅
Opportunity scoring	—	✅	✅
Multi-signal analysis	—	✅	✅
Alert subscriptions	—	10 alerts	Unlimited
Priority support	—	—	✅

Early adopter pricing — $4.99/mo PRO and $9.99/mo Elite rates are locked in for the first 1,000 users (regular: $10/mo and $29/mo). Upgrade anytime.

Available Tools

7 tools designed for maximum token efficiency. Each answers complete questions with rich, contextual responses:

Tool	Purpose	Example Query
`pulse()`	Market snapshot	"What's happening in the market right now?"
`investigate(subject)`	Deep research	"Tell me about NVDA's insider activity"
`screen(focus)`	Opportunity scanning	"Find tech stocks with insider buying"
`assess(symbol)`	Position health check	"How is my AAPL position doing?"
`institutional(query_type)`	13F intelligence	"What is Berkshire buying?"
`search(q)`	Semantic search	"Find CEO resignation filings"
`service_info()`	Account & service info	"What's my subscription tier?"

Usage Examples

Example 1: Get Market Overview

User prompt: "What's happening in the market right now?"

What happens:

Server calls pulse() tool
Returns current market movers (gainers, losers, volume leaders)
Shows recent high-impact SEC 8-K filings with AI-generated summaries
Lists notable insider transactions from Form 4 filings
Provides key economic indicators from FRED

Example 2: Research a Company

User prompt: "Tell me about NVIDIA's insider activity and recent filings"

What happens:

Server calls investigate("NVDA") tool
Returns company profile with sector, market cap, and CEO
Shows price history and technical signals
Lists recent 8-K material events with impact scores
Provides Form 4 insider transaction summary and sentiment
Includes latest financials from 10-K/10-Q filings

Example 3: Find Investment Opportunities

User prompt: "Find tech stocks where insiders are buying"

What happens:

Server calls screen(focus="insider", sector="Technology") tool
Scans market for insider buying clusters in Technology sector
Returns ranked list of opportunities with transaction details
Shows insider names, roles, and transaction values
Provides opportunity scores based on multi-signal analysis

Example 4: Track Institutional Investors

User prompt: "What is Berkshire Hathaway buying?"

What happens:

Server calls institutional("manager", identifier="Berkshire") tool
Uses fuzzy search to find matching institutional manager
Returns top holdings from latest 13F filing
Shows recent position changes (new buys, additions, exits)
Lists high-conviction positions (5%+ of portfolio)

Tool Reference

Understanding when to use each tool is key to getting the best results. Here's the mental model:

`pulse()` — What's happening right now?

Use when: User wants a market overview without a specific company in mind.

Returns: Market movers, recent high-impact 8-K filings, notable insider trades, key economic indicators.

No parameters. Just call it.

code

pulse()

Best for: Starting a session, getting oriented, "what should I look at today?"

`investigate(subject)` — Deep dive on a specific entity

Use when: User names a specific company, insider, or sector they want to research.

Auto-detects entity type:

Stock symbols (AAPL, NVDA) → Company research
CIK numbers (0001067983) → Insider research
Sector names (Technology) → Sector analysis

Returns for companies:

Profile, price history, material events (8-K filings)
Insider intelligence (Form 4 summary + recent transactions)
Financials (income statement, balance sheet, cash flow from 10-K/10-Q)
Opportunity signals, technical indicators

code

investigate("AAPL")                           # Company
investigate("0001067983")                     # Warren Buffett by CIK
investigate("Technology", entity_type="sector")  # Sector

Best for: "Tell me about X", "What's going on with X?", research before a decision.

`screen(focus)` — Find opportunities across the market

Use when: User wants to discover stocks matching certain criteria, not research a specific one.

Parameters:

focus: What signal to screen for
- "all" — Everything (default)
- "multi_signal" — Stocks with multiple confirming signals
- "insider" — Insider buying clusters
- "events" — High-impact 8-K filings
sector: Filter to a sector (e.g., "Technology")
min_score: Minimum opportunity score (0-100)
days: Lookback period (default 7)
limit: Max results (default 25)

code

screen()                                    # Everything
screen(focus="insider", sector="Technology") # Tech insider buying
screen(focus="events", days=14)             # Recent material events

Best for: "What opportunities are out there?", "Find me stocks where insiders are buying."

`assess(symbol)` — Health check for a position you own

Use when: User owns a stock and wants to evaluate whether to hold, add, or sell.

Returns:

Current price action and technical signals
Recent material events (8-K filings)
Insider sentiment (are insiders buying or selling?)
Institutional sentiment (13F accumulation/distribution)
Financials snapshot
Risk factors

code

assess("NVDA")
assess("AAPL", days=90)  # Longer lookback

Best for: Portfolio review, "How's my position in X?", "Should I be worried about X?"

`institutional(query_type)` — 13F institutional investor intelligence

Use when: User wants to know what big money is doing.

Query types:

"manager" — Profile a specific fund (by name or CIK)
"security" — Who owns a specific stock?
"signal" — Find stocks with institutional flow patterns

Signal types (for query_type="signal"):

"accumulation" — Stocks institutions are buying
"distribution" — Stocks institutions are selling
"conviction" — High conviction positions (5%+ of portfolio)
"new" — Fresh institutional positions

code

institutional("manager", identifier="Citadel")     # What does Citadel own?
institutional("security", identifier="NVDA")       # Who owns NVIDIA?
institutional("signal", signal_type="accumulation") # Smart money buying

Best for: "What is Berkshire buying?", "Who owns NVDA?", "Follow the smart money."

`search(q)` — Find anything across the platform

Use when: User is looking for something specific but doesn't know where it is.

Searches across:

SEC 8-K filings (with LLM-extracted insights)
Companies (by name or symbol)
Insiders (executives, directors)
Institutional managers (13F filers)

Parameters:

q: Search query (min 2 chars)
entity_type: Filter results — "filing", "company", "insider", "manager"
sector: Filter by sector
impact: Filter filings by impact level — "HIGH", "MEDIUM", "LOW"
limit: Max results (default 20, max 100)

code

search("CEO resignation")                           # Find CEO departure filings
search("NVIDIA", entity_type="company")             # Find NVIDIA
search("Buffett", entity_type="insider")            # Find Warren Buffett
search("activist", entity_type="manager")           # Find activist funds
search("acquisition", sector="Technology", impact="HIGH")  # High-impact tech M&A

Best for: "Find filings about X", "Search for Y", discovery when you're not sure where to look.

`service_info(info_type)` — Account and service information

Use when: User asks about their subscription, features, or the service itself.

Info types:

"overview" — Service description and capabilities (default)
"profile" — User's subscription tier, features, account status
"pricing" — Subscription tiers and pricing
"capabilities" — Available tools and data sources
"status" — Server health and configuration

code

service_info()            # Overview
service_info("profile")   # Your account
service_info("pricing")   # Pricing info

Best for: "What can you do?", "What's my tier?", "How much does PRO cost?"

Tool Selection Guide

User Intent	Tool
"What's happening?" / "Market overview"	`pulse()`
"Tell me about [company/insider/sector]"	`investigate()`
"Find stocks where..." / "What opportunities..."	`screen()`
"How's my [position]?" / "Should I worry about..."	`assess()`
"What is [fund] buying?" / "Who owns [stock]?"	`institutional()`
"Search for..." / "Find filings about..."	`search()`
"What's my tier?" / "What can you do?"	`service_info()`

MCP Prompts

Pre-built research workflows that produce complete reports:

insider_activity_report — Insider trading analysis for a symbol
sec_filing_intelligence_report — 8-K filing analysis
macro_market_conditions_report — Economic backdrop
influential_investor_research — Smart money deep dive
sector_opportunity_scan — Multi-signal sector analysis
quarterly_stock_checkup — Portfolio position review

About This Repository

The Profitelligence MCP server runs as a hosted remote service at https://mcp.profitelligence.com/mcp. This repository is its public home:

Tool documentation — the full argument and response reference above
server.json — the MCP registry manifest
Client setup — ready-to-paste configuration in Quick Start
Security policy — see SECURITY.md

There is nothing to install or run from here. Connect a client to the hosted endpoint with your API key and you have the full server.

Privacy Policy

See our privacy policy: profitelligence.com/privacy

Support

License

MIT License - See LICENSE for details.

Install

Tools (7)

pulseinvestigatescreenassessinstitutionalsearchservice_info

Remote endpoint

Streamable HTTP

Hosted server - connect over the network, no local install.

url

https://mcp.profitelligence.com/mcp

Add to VS Code Add to Cursor

claude_desktop_config.json

json

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

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

Profitelligence MCP Server

🛠️ Key Features

🚀 Use Cases

⚡ Developer Benefits

⚠️ Limitations

Topics

pulse

investigate

screen

assess

institutional

search

service_info

Profitelligence MCP Server

Why Profitelligence?

What You Get

Safe by Design

Quick Start

Option A: Connect via MCP Directory (Recommended)

Option B: Manual Setup with API Key

1. Create a Free Account

2. Get Your API Key

3. Add to Claude

Pricing & Tiers

Available Tools

Usage Examples

Example 1: Get Market Overview

Example 2: Research a Company

Example 3: Find Investment Opportunities

Example 4: Track Institutional Investors

Tool Reference

pulse() — What's happening right now?

investigate(subject) — Deep dive on a specific entity

screen(focus) — Find opportunities across the market

assess(symbol) — Health check for a position you own

institutional(query_type) — 13F institutional investor intelligence

search(q) — Find anything across the platform

service_info(info_type) — Account and service information

Tool Selection Guide

MCP Prompts

About This Repository

Privacy Policy

Support

License

Install

Remote endpoint

Related servers

`pulse()` — What's happening right now?

`investigate(subject)` — Deep dive on a specific entity

`screen(focus)` — Find opportunities across the market

`assess(symbol)` — Health check for a position you own

`institutional(query_type)` — 13F institutional investor intelligence

`search(q)` — Find anything across the platform

`service_info(info_type)` — Account and service information