com.foliofact/foliofact

up checked 2026-11-11T03:38:51.372Z

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Publisher-provided title

FolioFact

Publisher-provided description

Read-only value-investing fund, holdings, financial, options, and insider research.

Summary by lookupd

Lets an agent research value-investing funds, holdings, financials, options volatility, and insider trades; read-only, some features…

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http foliofact https://foliofact.com/mcp

Codex, remote (streamable-http)

codex mcp add foliofact --url https://foliofact.com/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "foliofact": {
      "url": "https://foliofact.com/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (13 tools)

Publisher-provided text

• search Bounded cross-domain search: funds by name, stocks by ticker/name, and insider transactions by owner. The same scopes the web search uses. A blank or missing qu
• get_fund One fund's latest filing and its investors.
• fund_holdings A fund's current portfolio positions with quarter-over-quarter change.
• fund_history Quarter-by-quarter filing history and a summary (turnover, concentration, favorites).
• get_stock One company as held by tracked funds: holders, values, and last-quarter moves.
• get_investor One investor's portfolio links (funds they run or back) and featured fund.
• insider_feed Recent Form 4/5 insider transactions across all held stocks, newest first. Filterable by transaction type and owner. Page 2+ requires FolioFact Pro.
• fetch_page Fetches an allowlisted public page as markdown/text: published blog posts (/blog/:slug), static pages (e.g. /agents, /api-docs, /about), and the agent discovery
• stock_earnings The latest cited AI Earnings Report for one stock (or a stable period with `period`). Requires FolioFact Pro.
• stock_financials Financial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro.
• stock_insiders Recent Form 4/5 insider transactions for one company. Requires FolioFact Pro.
• stock_options Daily 30-day implied volatility history for one company. Requires FolioFact Pro.
• compare_stocks Aligned multi-stock comparison: valuation, latest financial point, fund conviction, and insider activity. Requires FolioFact Pro.

Details

• Version: 1.0.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 848 ms
• First indexed: 2026-11-01T08:54:05.851Z
• Last seen in registry: 2026-11-01T08:54:05.851Z
• Website: https://foliofact.com/agents

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• 62092 servers
• Last crawl: 2026-11-11T17:17:22.074Z
• API base: https://api.lookupd.com
• MCP URL: https://api.lookupd.com/mcp