com.holdingsintel/mcp
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Publisher-provided title
HoldingsIntel
Publisher-provided description
Hedge fund 13F holdings, insider trades, activist stakes and Congress trades, in one Verdict.
Summary by lookupd
Look up hedge fund 13F holdings, insider and activist filings, and congressional trades to analyze stocks, funds, and politicians.
Install
Claude Code, remote (streamable-http)
claude mcp add --transport http mcp https://mcp.holdingsintel.com/mcp
Codex, remote (streamable-http)
codex mcp add mcp --url https://mcp.holdingsintel.com/mcp
Cursor, remote (streamable-http) → .cursor/mcp.json
{
"mcpServers": {
"mcp": {
"url": "https://mcp.holdingsintel.com/mcp"
}
}
}Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.
Tools (16 tools)
Publisher-provided text
analyze_stockReturns the Smart Money Verdict for a single stock: a synthesized signal from 13F institutional positioning, Form 4 insider trades, 13D/13G activist filings, ananalyze_fundReturns a filing-bound hedge-fund profile with current rating, DNA, and tracked-holdings in-profit enrichment when available. WHEN TO USE: User asks about a spfind_signalsScreens for stocks or fund moves matching a signal type. Use this when the user wants a list, not a single stock. WHEN TO USE: User asks for a screen, list, orcompare_fundsSide-by-side comparison of 2-3 hedge funds on one real common 13F quarter: holding overlap (Jaccard similarity), DNA similarity, ratings, win rates, and commonclone_fundBacktests a disclosed hedge-fund cloning strategy across completed 13F disclosure intervals without look-ahead. WHEN TO USE: User wants to know how a fund-clonsearch_filersSearches funds by name and returns canonical CIKs for discovery or disambiguation. WHEN TO USE: The user asks to find funds, a partial name may match several fsearch_securitiesSearches stocks by ticker or company name and returns canonical security identities. WHEN TO USE: The user asks to find stocks, a company name is ambiguous, orlist_quartersReturns every processed 13F quarter with reported and prior-quarter filer counts, a default_ready selection heuristic, and whether the current caller can accessget_congress_tradesReturns official financial disclosures from Congress and the OGE executive-branch feed. It defaults to Congress; branch selects Congress, executive, or both. Opanalyze_politicianReturns a single politician's profile, trading performance, and notable trades, based on their official financial disclosures. WHEN TO USE: User asks how a speget_insider_tradesReturns completed current corporate-insider non-derivative Form 4 transactions filed since August 24, 2026. With no identity filter, returns the global recent-fget_activist_stakesReturns SEC Schedule 13D/13G large-ownership filings. With no identity filter, returns the global recent-filing feed; optionally filter by one stock or one fileget_fund_holdingsReturns all disclosed positions currently processed for a hedge fund and quarter, paginated. WHEN TO USE: User wants every currently processed disclosed positiget_stock_holdersReturns every available active cash-equity 13F holder position for one stock and one quarter, using cursor pagination. WHEN TO USE: The user asks who owns a stget_13f_activityReturns every available changed 13F position for exactly one fund or one stock in one quarter, using cursor pagination. WHEN TO USE: The user asks what a fundget_my_mcp_statusReturns the current caller's authentication method, HoldingsIntel access tier, and exact daily MCP quota usage. This read-only status check does not consume dai
Details
- Version: 2.0.1
- Transports: streamable-http
- Uptime (7 days): 100%
- Median latency: 976 ms
- First indexed:
- Last seen in registry:
- Repository: https://github.com/holdingsintel/holdingsintel-mcp
- Website: https://www.holdingsintel.com/mcp
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https://api.lookupd.com/mcp