io.github.findimitrov/fintel-discovery

up checked 2026-11-10T22:37:41.252Z

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Publisher-provided title

Fintel Discovery — Financial Intelligence for AI Agents

Publisher-provided description

Delivers public regulatory and market data from 11 key sources such as FINRA, SEC, Census, FRED

Summary by lookupd

Lets agents pull market prices, SEC/FINRA filings, fund and broker records, and FRED economic series for financial research.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http fintel-discovery https://ai.fin-discovery.com/mcp

Codex, remote (streamable-http)

codex mcp add fintel-discovery --url https://ai.fin-discovery.com/mcp

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

{
  "mcpServers": {
    "fintel-discovery": {
      "url": "https://ai.fin-discovery.com/mcp"
    }
  }
}

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

Tools (showing 30 of 32)

Publisher-provided text

• SearchBrokerCheck Search FINRA BrokerCheck for registered individual brokers and financial representatives by name. Returns CRD number, current firm, registratio
• SearchBrokerCheckFirm Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm CRD, registration status, city, state, and disclosure flag. Use
• GetBrokerCheckDetail Retrieve the full FINRA BrokerCheck profile for one individual using their CRD number. Returns complete employment history, exam qualifications
• SearchIAPDFirm Search the SEC Investment Adviser Public Disclosure (IAPD) database for registered investment advisor (RIA) firms by name. Returns firm CRD,
• GetIAPDFirmDetail Retrieve the full Form ADV filing detail for one RIA firm by its CRD number. Returns all Form ADV Part 1 fields: client types, advisory activit
• SearchEdgar13F Search SEC EDGAR for 13F-HR institutional holdings filings by institution name. Returns filing date, entity name, period of report, and accessi
• GetEdgarCompanyFilings Retrieve all SEC filings for a company or institution using its CIK (Central Index Key). Returns every filing on record: form type, date,
• GetTerritoryWealthProfile Retrieve US Census American Community Survey (ACS) income and wealth proxy data for a ZIP code or state. Returns median household income, media
• GetTickerInfo Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto, or index. Returns name, sector, industry, market cap, P/E ratio, 52
• GetPriceHistory Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker. Returns daily, weekly, monthly, or intraday bars over any period.
• GetMultiTickerHistory Fetch OHLCV price history for multiple tickers in a single call. Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc.
• GetOptionsExpirations List all available options expiry dates for a ticker. Use this before calling GetOptionsChain to find a valid expiry date. Use this to
• GetOptionsChain Fetch the full options chain (calls and puts) for one expiry date. Returns strike price, bid, ask, last price, implied volatility, open
• GetFinancials Fetch income statement, cash flow statement, or balance sheet for a stock. Returns up to 4 years of annual data or 4 quarters of quarterly data
• GetEarningsHistory Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming earnings dates with consensus estimates. Also returns forward EPS esti
• GetAnalystRatings Fetch analyst buy/sell/hold consensus ratings, current price targets (low, high, mean, median), and the full history of analyst upgrades
• GetHolders Fetch ownership data for a stock: top institutional holders, mutual fund holders, and recent insider transactions (buys/sells by executives).
• GetDividendsAndSplits Fetch the full history of cash dividends, stock splits, and combined corporate actions for a ticker. Returns date, amount/ratio for each event.
• GetFundProfile Fetch ETF or mutual fund specific data: top holdings with weight %, sector allocations, expense ratio, bond credit quality ratings, and
• LookupTicker Search for a Yahoo Finance ticker symbol by company name, fund name, or keyword. Returns matching symbols with exchange and asset type.
• SearchFundsByCategory Search SEC EDGAR for mutual fund and ETF filers by investment category or keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus
• GetFundFees Retrieve expense ratios and fee breakdown for a mutual fund or ETF using its SEC CIK. Reads structured XBRL data filed with prospectuses using
• Get13FHoldings Fetch and parse the complete equity holdings table from a specific SEC 13F-HR filing. Any institution managing more than $100M in US equities m
• SearchIAPDIndividual Search SEC IAPD (Investment Adviser Public Disclosure) for individual investment advisor representatives (IARs) by name. Returns CRD number,
• GetIAPDIndividualDetail Retrieve the full SEC IAPD profile for one individual investment advisor representative using their CRD number. Returns complete registration h
• SearchFredSeries Search the Federal Reserve Bank of St. Louis FRED database for economic data series by keyword. Returns series ID, title, frequency, units,
• GetFredSeriesData Fetch time-series observation data from FRED for a specific economic series. Returns date + value pairs with series metadata (title, units,
• MapInstrumentIds Map financial instrument identifiers between different ID systems using Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs,
• SearchFigiInstruments Search Bloomberg OpenFIGI for financial instruments by name or keyword. Returns FIGI, ticker, exchange, security type, and composite FIGI for
• SearchLEI Search the Global Legal Entity Identifier Foundation (GLEIF) database for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-charac

Details

• Version: 1.0.2
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 311 ms
• First indexed: 2026-11-01T09:29:39.337Z
• Last seen in registry: 2026-11-01T09:29:39.337Z

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