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Form4API — SEC Insider Trading

作者:theodor90版本 1.18.0i★ 2i电脑或云端
注册名称io.github.theodor90/form4api-mcp

安装方法

What it does

Real-time SEC Form 4, Form 144, 13F-HR & congressional STOCK Act insider data. 40 tools + 6 prompts.

  • Connects 电脑或云端
  • Account or key Cloud: Needs Authorization · Local: Needs FORM4API_KEY
  • Category 会计、财务与税务

安装

选择你使用的 AI 应用,然后复制设置。

通过 5/5 项检查 · 你的提问会经过开发者的服务器(mcp.form4api.com) · ✓ 命令已检查 2026年11月13日

第一步:你用哪个 AI?

选择你用的应用,步骤会显示在下方。

可连接 Claude · 约 5 分钟

需要 Form4API — SEC Insider Trading 的密钥(在开发者网站创建) · 在 claude.ai 或桌面应用设置一次,即可在聊天中使用 · 免费账户可添加 1 个 · Team/Enterprise 方案由所有者(Owner)添加

  1. 注册并创建 Form4API — SEC Insider Trading 的密钥

    打开开发者网站,注册账户并创建 API 密钥,下一步要用。价格和免费方案请看开发者网站。

    打开 Form4API — SEC Insider Trading 网站 ↗

  2. 打开 Claude 的 Connectors 页面

    CustomizeConnectors

    CustomizeConnectors1Add2https://…3Add4
  3. 点击“Add” → “Custom” → “Web”,填写这 2 项

    把这里的内容复制到 Claude 中同名的输入框,然后点击 Continue

    Name · 名称Form4API — SEC Insider Trading
    Remote MCP server URL · 地址https://mcp.form4api.com/mcp

    在 Request headers 下添加这个名称和值

    Header 名称Authorization
    值Bearer <在这里粘贴你的密钥>

    只把密钥粘贴到应用的输入框里,不要粘贴到聊天中或发给任何人

    在 Claude 检测到的登录设置页点击 Continue · Authentication 按作者说明选择(Sign in now、Sign in when needed 或 No sign in),然后点击 Add

  4. 在聊天中开启

    +ConnectorsForm4API — SEC Insider Trading

  5. 试一试

    用 Form4API — SEC Insider Trading 告诉我你能帮我做什么,然后做一件给我看

    ✓ 如果 Claude 说正在使用 Form4API — SEC Insider Trading,或回答中出现 Form4API — SEC Insider Trading 的工具名称,就表示连接成功

菜单名称已于 2026年11月11日 对照 Anthropic 帮助页面核实 · 你的界面可能因版本略有不同

ChatGPT 暂时无法连接 Form4API — SEC Insider Trading

Form4API — SEC Insider Trading 连接时需要你自己的密钥,但 OpenAI 帮助页面只说明了 OAuth 登录,没有我们能核实的填密钥方式

你可以改用这些方式

A · 使用能连接 Form4API — SEC Insider Trading 的应用

  • 需要 Form4API — SEC Insider Trading 的密钥(在开发者网站创建) · 在 claude.ai 或桌面应用设置一次,即可在聊天中使用 · 免费账户可添加 1 个 · Team/Enterprise 方案由所有者(Owner)添加
  • 需要 Form4API — SEC Insider Trading 的密钥(在开发者网站创建)
  • 需要 Form4API — SEC Insider Trading 的密钥(在开发者网站创建)
  • 需要 Form4API — SEC Insider Trading 的密钥(在开发者网站创建)

B · 会计、财务与税务 类中能连接 ChatGPT 的其他服务器

从同类中使用较多的里挑选,仅限用地址即可连接、无需密钥的

可连接 Claude Code · 约 5 分钟

需要 Form4API — SEC Insider Trading 的密钥(在开发者网站创建)

  1. 注册并创建 Form4API — SEC Insider Trading 的密钥

    打开开发者网站,注册账户并创建 API 密钥,下一步要用。价格和免费方案请看开发者网站。

    打开 Form4API — SEC Insider Trading 网站 ↗

  2. 打开终端

    Mac:按 Command+空格,输入 Terminal · Windows:打开 PowerShell

  3. 粘贴这条命令并按 Enter

    claude mcp add --transport http --scope user form4api https://mcp.form4api.com/mcp --header 'Authorization: Bearer {api_key}'

    按 Enter 前,把“your-value”改成你的密钥

    只把密钥粘贴到应用的输入框里,不要粘贴到聊天中或发给任何人

  4. 在 Claude Code 中输入 /mcp

    应能看到 Form4API — SEC Insider Trading 在列表中并显示已连接

  5. 试一试

    用 Form4API — SEC Insider Trading 告诉我你能帮我做什么,然后做一件给我看

    ✓ 如果 Claude Code 说正在使用 Form4API — SEC Insider Trading,或回答中出现 Form4API — SEC Insider Trading 的工具名称,就表示连接成功

菜单名称已于 2026年11月11日 对照 Anthropic 帮助页面核实 · 你的界面可能因版本略有不同

可连接 Cursor · 约 5 分钟

需要 Form4API — SEC Insider Trading 的密钥(在开发者网站创建)

  1. 注册并创建 Form4API — SEC Insider Trading 的密钥

    打开开发者网站,注册账户并创建 API 密钥,下一步要用。价格和免费方案请看开发者网站。

    打开 Form4API — SEC Insider Trading 网站 ↗

  2. 点击这个按钮打开 Cursor

    在 Cursor 中打开

    Cursor 会请你确认安装,点击 Install

  3. 填写你的密钥

    在 Form4API — SEC Insider Trading 的设置中,Authorization 还是空的,填入你的密钥并保存

    只把密钥粘贴到应用的输入框里,不要粘贴到聊天中或发给任何人

  4. 在 Cursor 中以 Agent 模式打开 AI 聊天

  5. 试一试

    用 Form4API — SEC Insider Trading 告诉我你能帮我做什么,然后做一件给我看

    ✓ 如果 Cursor 说正在使用 Form4API — SEC Insider Trading,或回答中出现 Form4API — SEC Insider Trading 的工具名称,就表示连接成功

菜单名称已于 2026年11月11日 对照 Cursor 帮助页面核实 · 你的界面可能因版本略有不同

可连接 VS Code · 约 5 分钟

需要 Form4API — SEC Insider Trading 的密钥(在开发者网站创建)

  1. 注册并创建 Form4API — SEC Insider Trading 的密钥

    打开开发者网站,注册账户并创建 API 密钥,下一步要用。价格和免费方案请看开发者网站。

    打开 Form4API — SEC Insider Trading 网站 ↗

  2. 点击这个按钮打开 VS Code

    在 VS Code 中打开

    VS Code 会请你确认安装,点击 Install

  3. 填写你的密钥

    在 Form4API — SEC Insider Trading 的设置中,Authorization 还是空的,填入你的密钥并保存

    只把密钥粘贴到应用的输入框里,不要粘贴到聊天中或发给任何人

  4. 在 VS Code 中以 Agent 模式打开 AI 聊天

  5. 试一试

    用 Form4API — SEC Insider Trading 告诉我你能帮我做什么,然后做一件给我看

    ✓ 如果 VS Code 说正在使用 Form4API — SEC Insider Trading,或回答中出现 Form4API — SEC Insider Trading 的工具名称,就表示连接成功

菜单名称已于 2026年11月11日 对照 VS Code 帮助页面核实 · 你的界面可能因版本略有不同

其他支持 MCP 的应用(如 Windsurf、Zed、Gemini CLI)添加方式各不相同,请在应用列表中查看

查看所有支持 MCP 的应用 →

通过网页连接的应用使用的地址

地址https://mcp.form4api.com/mcp

JSON 设置在下方“开发者专用”中

卡住了?问问正在用 Form4API — SEC Insider Trading 的人💬 讨论 →
开发者专用:终端命令和 JSON 设置

通过网页连接

Claude Code

claude mcp add --transport http --scope user form4api https://mcp.form4api.com/mcp --header 'Authorization: Bearer {api_key}'

Cursor (~/.cursor/mcp.json)

{
  "mcpServers": {
    "form4api": {
      "url": "https://mcp.form4api.com/mcp",
      "headers": {
        "Authorization": "Bearer {api_key}"
      }
    }
  }
}

VS Code (mcp.json)

{
  "servers": {
    "form4api": {
      "type": "http",
      "url": "https://mcp.form4api.com/mcp",
      "headers": {
        "Authorization": "Bearer {api_key}"
      }
    }
  }
}

安装在电脑上

Claude Code

claude mcp add --scope user form4api --env FORM4API_KEY=your-value -- npx -y form4api-mcp

Claude Desktop (claude_desktop_config.json)

{
  "mcpServers": {
    "form4api": {
      "command": "npx",
      "args": [
        "-y",
        "form4api-mcp"
      ],
      "env": {
        "FORM4API_KEY": "your-value"
      }
    }
  }
}

Cursor (~/.cursor/mcp.json)

{
  "mcpServers": {
    "form4api": {
      "command": "npx",
      "args": [
        "-y",
        "form4api-mcp"
      ],
      "env": {
        "FORM4API_KEY": "your-value"
      }
    }
  }
}

VS Code (mcp.json)

{
  "servers": {
    "form4api": {
      "type": "stdio",
      "command": "npx",
      "args": [
        "-y",
        "form4api-mcp"
      ],
      "env": {
        "FORM4API_KEY": "your-value"
      }
    }
  }
}

需要你填写的值

  • FORM4API_KEY 机密 必填 env
    Form4API key — get a free one (500 req/day, no card) at https://www.form4api.com
  • Authorization 机密 必填 HTTP header
    Your Form4API key as a Bearer token. Get a free one (500 req/day, no card) at https://www.form4api.com

说明仍为英文原文。

这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同,请以 README 为准。

一览

每周下载量i
94/周
连接方式
电脑或云端
传输方式
stdio, streamable-http
最新版本i
1.18.0
发布到注册中心i
2026年11月13日
代码最后更新i
2026年11月13日
作者
theodor90
软件包
npm: form4api-mcp
注册状态
活跃

哪些应用可以使用它

依据这个服务器的连接方式和各应用自己的文档,检查于 2026年11月10日。

通过互联网连接,适用于

ClaudeGooseLM StudioMsty StudioCherry StudioCursorVS Code + GitHub CopilotVisual StudioWindsurf (Devin Desktop)ZedKiroClineContinueJetBrains AI AssistantClaude CodeCodex CLIGemini CLIOpenCodenodecodeWarpLibreChatOpen WebUIRaycast

在你的电脑上运行,适用于

ClaudeGooseLM StudioMsty StudioCherry StudioCursorVS Code + GitHub CopilotVisual StudioWindsurf (Devin Desktop)ZedKiroClineContinueJetBrains AI AssistantClaude CodeCodex CLIGemini CLIOpenCodenodecodeWarpLibreChatRaycast

全部应用及其优缺点 →

它能做什么

工具名称和描述与服务器在 2026年11月13日 报告的完全一致。这些内容由作者撰写,不是我们写的;我们以纯文本形式显示。

  • get_transactions

    Search SEC Form 4 insider transactions with rich filters: ticker, insider CIK, transaction code/category, date range, a dollar floor (min_value), institutional-ownership trend, and (Pro+) upper trade-size bounds plus post-trade return screening (1d/1w/1m/3m/6m, returns as fractio

  • get_recent_filings

    Live feed of the newest SEC Form 4 filings, sorted most-recent-first, optionally filtered to one ticker. New filings typically appear within ~60 seconds of SEC publication. Use this to check "what just happened" rather than get_transactions (built for filtered/historical search a

  • get_filing

    Fetch one Form 4 filing by its exact SEC accession number (format NNNNNNNNNN-YY-NNNNNN, e.g. 0000320193-26-000001). Use this once you already have an accession number from get_recent_filings or get_transactions. Returns filed/period-of-report dates, company and insider identity,

  • get_insider_profile

    Identity card for one insider by CIK (SEC's numeric filer identifier): name, all known titles, and director/officer/10%-owner role flags. Returns NO transactions — when the user asks what an insider bought, sold or filed, use get_insider_transactions (raw rows) or get_insider_car

  • get_insider_transactions

    All Form 4 transactions filed by one insider (by CIK), filterable by ticker, transaction code, date range, and 10b5-1 exclusion. Use this once you have an insider's CIK on hand; get_transactions with insider_cik= gives the same rows alongside its broader filter set, while get_ins

  • get_company_overview

    Company profile for a single ticker — name, CIK, SIC sector/description, state of incorporation, website, total Form 4 filing count, and active insider count. Use this for company identity/metadata; use get_company_insiders to list who is filing, or get_transactions with ticker=

  • get_company_insiders

    Full roster of insiders who have ever filed a Form 4 for a given ticker — name, CIK, titles, director/officer/10%-owner flags, last-filed date, and total transaction count per insider. Use this to enumerate a company's insiders (e.g. before pulling each one's career summary); use

  • get_signals

    Cluster buy/sell signals — multiple insiders at the same company trading in the same direction within a short window, a stronger conviction signal than any single trade. Excludes 10b5-1 plan trades automatically by construction. Returns signal type, detection date, buyer/seller c

  • get_form144

    Form 144 notice-of-proposed-sale filings — insiders disclose intent to sell roughly 2 days before the matching Form 4 sale lands, so this is an early-warning signal, especially discretionary (non-10b5-1) notices. Filter by ticker, insider name (partial match), date range, or excl

  • get_holdings

    Institutional 13F-HR positions — filter by ticker (CUSIP resolved to ticker automatically), CUSIP, manager CIK, quarter, or minimum position value. Answers "who owns NVDA" or "which managers hold AAPL this quarter"; pair with get_managers to look up a manager's identity/AUM, or g

  • get_managers

    Browse the institutional manager index — each manager with their latest 13F-HR filing date and AUM. Filter by name (partial match — "Berkshire" returns Berkshire Hathaway) or minimum AUM. Pair with get_holdings to see what a given manager owns. Requires Business plan. Paginated,

  • get_sentiment

    Monthly insider-sentiment score for a ticker (MSPR-style, -100 to +100; positive = net buying conviction), one point per month, defaulting to roughly the last 12 months. Automatically excludes 10b5-1 plan trades so the score reflects discretionary conviction, not pre-scheduled di

  • get_insider_career_summary

    Aggregate career rollup for one insider by CIK — first/last transaction dates, total shares/value bought vs sold, top companies traded, transaction-code breakdown, 10b5-1 plan split, and median post-trade returns (stored as fractions, e.g. 0.05 = +5%). Use this instead of get_ins

  • check_usage

    Snapshot of the authenticated API key's current usage — plan name, requests made today, daily limit, and all-time request count. Use this for a quick right-now check; use the generated get_usage_history tool for a daily trend over time, or get_key_activity for a per-request log.

  • verify_setup

    Diagnostic check: confirms FORM4API_KEY is present and valid, the backend is reachable, and reports your current plan — returns a pass/fail/warn per check plus concrete next steps (where to get a key, how to upgrade) instead of a raw error. Run this first whenever another tool fa

  • search

    Resolve free-text input — a company name, ticker fragment, or a person's name — to a ticker or CIK. This is usually the right FIRST call when a user names a company or insider you don't already have an identifier for; feed the resulting ticker into get_company_overview/get_transa

  • research_company

    Bundled insider-research context for one ticker in a single call — company profile, recent insider transactions (10b5-1 flagged), cluster buy/sell signals, monthly sentiment score, and a computed net buy/sell direction summary. Use this FIRST for any company insider-research ques

  • explain_signal

    Explain why a signal fired: the insiders and trades counted, what was excluded, and the criteria (Business plan+). Use this when the question is WHY a named company's signal fired, or WHICH insiders and trades made up its cluster. It takes the ticker directly, so there is no need

  • get_company_peers

    Peer companies in the same SIC industry, ranked by recent Form 4 activity. Returns other tracked companies in the same industry as the given ticker, for "similar companies" links. Candidates share the company's 4-digit SIC code (matchLevel "sic4"); when too few of those have Form

  • get_company_returns_summary

    What happened after insiders traded at a company (Pro plan+). Summarises price returns after insider open-market trades at one company, for buys and for discretionary sells, next to a site-wide baseline computed the same way. The unit is an event: one per company per filing date

  • get_congress_politician

    Get one politician's congressional trading profile (Pro plan+). Returns one politician's profile — identity fields, total/buy/sell trade counts, most recent trade's disclosure date, their top N most-traded tickers (by trade count), and their N most recent trades (same shape as GE

  • get_congress_ticker_rollup

    Which politicians traded a ticker, with net buy/sell counts (Pro plan+). Returns every politician who has a non-superseded congressional trade in the given ticker, each with their trade/buy/sell counts, plus ticker-level totals. Optional window_days restricts to trades with a tra

  • get_convergence_signals

    Insider cluster-buy x congressional-purchase convergence (Pro plan+). Returns the tickers where an insider cluster-buy (InsiderSignal.IsClusterBuy) and at least one non-superseded congressional PURCHASE happened within window_days of EACH OTHER, restricted to convergences where t

  • get_data_quality

    Public data-quality, freshness and coverage metrics for the whole dataset. Returns public, keyless metrics on data freshness, ingestion latency, corpus coverage, and post-trade returns coverage — use this to check whether the dataset is current before relying on it (e.g. confirm

  • get_insider_directory

    Browse insiders alphabetically by surname. Returns the A-Z rail with a count per letter, plus one page of insiders under the requested letter. Omit `letter` to get the rail and totals with no rows. Names come from EDGAR surname-first ("HENNEMAN JOHN B III"), so alphabetical order

  • get_insider_leaderboard

    Ranked leaderboard of insiders by buy track-record (Business plan+). Returns the top insiders ranked by historical buy performance — same scored-buy methodology as GET /v1/insiders/{cik}/scorecard, applied across the whole corpus rather than one insider. Use this to discover whic

  • get_insider_scorecard

    Get insider buy track-record scorecard (Pro plan+). Returns the historical hit rate and average/median return of an insider's discretionary open-market buys (TransactionCode=P, excluding 10b5-1 plans and derivatives), plus their best and worst scored buy. Scores use absolute retu

  • get_key_activity

    Recent, per-request API activity log for the authenticated key. Returns the most recent HTTP requests made with the authenticated API key, most recent first, including the endpoint path, response status code, duration in milliseconds, and timestamp. Use this to debug integration

  • get_public_stats

    Public corpus-wide statistics — no API key required. Returns headline dataset totals: filing count, transaction count, tracked companies, institutional holdings rows, Form 144 and Form 13F-HR filing counts, the earliest filing date in the corpus, the most recent quarter's total 1

  • get_status_history

    Measured uptime history for the public status page — trailing 90-day daily breakdown. Returns a daily breakdown of measured API uptime over a trailing 90-day window, computed from an internal heartbeat probe that runs every 5 minutes and performs the same DB-connectivity check as

  • get_usage_history

    Daily request counts for the authenticated key over a trailing window. Returns a daily time series of request counts for the authenticated API key over the trailing N days — one data point per calendar day (UTC). Use this to plot usage trends or check rate-limit headroom over tim

  • get_webhook_events

    Replay webhook delivery events since a given timestamp (default: last 24h). Returns up to 500 delivery attempts across all of the authenticated key's subscriptions since `since` (default: last 24 hours), most recent first — delivery id, subscription id, event type, attempt count,

  • health_ingestion

    Ingestion-death detector — Form 4 freshness, parse-queue health, price-feed freshness. Returns live (uncached) ingestion health: Form 4 processing freshness (stale after 90 minutes during the weekday 06:00-22:00 US Eastern EDGAR activity window, counted from the later of the last

  • list_companies

    List companies with a public ticker, sorted by name or total filings. Returns a single page of companies that have a tracked public ticker — for browsing or building a company picker, not for searching by name or CIK (there is no full-text search here; use GET /v1/companies/{tick

  • list_congress_politicians

    Ranked rollup of politicians by congressional trade activity (Pro plan+). Returns a paginated list of politicians who have at least one non-superseded congressional trade, each with total/buy/sell counts (sells include both Sale and PartialSale; Exchange trades count only toward

  • list_congress_trades

    Query congressional STOCK Act trades (Free+, plan-clamped disclosure window). Returns a paginated JSON list of congressional periodic-transaction-report trades, most recently DISCLOSED first, with non-superseded rows only (amended-away rows never appear). COVERAGE — HOUSE ONLY TO

  • list_filings

    List Form 4 filings with optional ticker, CIK and date filters. Returns a paginated list of Form 4 filings, newest filed first. Filter by ticker, cik, and a from/to filed-date window. Each entry carries the accession number, company ticker/name, period of report, filed date, acce

  • list_schedule13_dg

    List Schedule 13D/13G >5% beneficial-ownership crossings (Business plan+). Returns every parsed >5% beneficial-ownership crossing event for a company — filer/reporting person, ownership percent, event date, form type (13D or 13G), and amendment status — parsed from EDGAR's struct

  • list_webhooks

    List webhook subscriptions owned by the authenticated API key. Returns active webhook subscriptions under the authenticated API key, plus any the system auto-disabled after sustained delivery failures (disabledReason "delivery_failures") — those stay visible with disabledAt/disab

  • search_insiders

    Search insiders (officers, directors, 10% owners) by name. Searches insiders by name and returns a paginated list of matches with each insider's CIK, title, director/officer/10%-owner flags, and total filing count. Use this to resolve a person's name to their CIK before fetching

基础检查i

我们检查的是任何人都能看到的信息;我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月14日

  • ✓ 通过

    作者与仓库一致

    注册名称已通过 GitHub 账户 theodor90 验证,该账户拥有此仓库

  • ✓ 通过

    仍在维护

    代码最后更新于昨天

  • ✓ 通过

    有许可证

    使用 MIT

  • ✓ 通过

    端点有响应

    在 91 毫秒内响应(HTTP 200)

  • – 不适用

    使用 OAuth 登录

    无需登录

  • ✓ 通过

    工具描述中没有隐藏指令

    已读取 40 个工具描述,未发现针对 AI 的隐藏指令

讨论

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与“会计、财务与税务”中的其他服务器比较i

  • 星标数多于此分类中其他 3219 个服务器的 92%
  • 发布到注册中心的时间比此分类中其他 3219 个服务器的 97% 更新
  • 基础检查结果等于或优于此分类中其他 3219 个服务器的 100%

与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时,星标数才计入。

常见问题

Form4API — SEC Insider Trading 安全吗?

它在 5 项适用的基础检查中通过了 5 项。我们没有阅读代码。在添加密钥或令牌之前,请先看看这个服务器要求哪些权限,并使用只具备所需权限的密钥。

它需要哪些密钥或代码?

你需要填写:Authorization, FORM4API_KEY

它在我的电脑上运行还是在云端?

两种方式都可以:安装在你的电脑上,或者连接云端版本。

它还在维护吗?

GitHub 仓库最后更新于昨天,最新版本(1.18.0)于昨天进入注册中心。

哪些应用可以使用它?

支持 MCP 的应用,例如 Claude Desktop、Claude Code、Cursor 和 VS Code。它通过 URL 连接,因此也能用于接受远程 MCP 的应用,例如网页版 ChatGPT(Business 及以上为完整 MCP;Pro 为只读)。

有什么可以替代它?

同一分类中有:CCXT, Finance Toolkit, AKQuant

同类别的其他选择

同一分类中其他作者的服务器,按星标数排序。

如何看卡片:↓ 每周下载量i★ GitHub 星标i三大支柱:评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i

CCXT

Official CCXT MCP server - Market data and trading across 100+ exchanges and prediction markets

作者:ccxt广泛使用↓ 667/周★ 4.5万 整个仓库的星标2个月前更新

在你的电脑上运行

Finance Toolkit

500+ transparent financial methods calculated from raw statements, not third-party endpoints.

作者:JerBouma广泛使用↓ 1.6万/周★ 55235天前更新

电脑或云端

AKQuant

Write and backtest trading strategies with AKQuant: API lookup, strategy checks, backtest runs

作者:akfamily广泛使用↓ 3280/周★ 2604昨天更新

在你的电脑上运行

作者的 README

打开 README

按原文从作者的仓库复制。PopNx MCP 没有审查或背书其内容。HTML、图片和脚本已被移除。链接会离开本站。

form4api-mcp

Production-grade SEC Form 4 insider trading data for any MCP-compatible AI assistant — amendment-aware, 10b5-1 clean, with Form 144 + institutional 13F-HR overlay, plus congressional STOCK Act trades and insider/Congress convergence — 39 tools + 6 ready-made research prompts

An MCP server that exposes the hosted Form4API REST API to Claude Desktop, Cursor, Windsurf, VS Code, Codex CLI, and any other MCP-compatible client. Configured once, your LLM can answer questions about insider trading, institutional positioning, and intent-to-sell filings directly during research sessions.

Four data-quality claims no scraping-based alternative can make:

  • 🛡 Amendment-aware — Form 4/A amendments are reconciled automatically. No double-counting when an insider corrects a filing.
  • 🎯 10b5-1 clean — every transaction flagged as pre-scheduled (10b5-1 plan) or discretionary. Cluster signals exclude planned trades by construction.
  • 📜 Form 144 intent-to-sell — 125K+ Form 144 filings indexed. Catch insider sales ~2 days before they hit Form 4.
  • 🏛 Institutional × insider join — every transaction carries the current 13F-HR ownership context (top-3 holders, AUM trend) in the same response: no second call, no client-side join. Among the self-serve SEC data APIs we've surveyed, none return both sides in one query — sec-api.io and Kaleidoscope both ship 13F and insider data as separate endpoints.

Quick install

1. Get a free API key

Go to www.form4api.com → Sign in → Dashboard. Free plan includes 500 requests/day, no credit card required.

2. Add to your MCP client

Claude Desktop — edit ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{

"mcpServers": { "form4api": { "command": "npx", "args": ["-y", "form4api-mcp"], "env": { "FORM4API_KEY": "YOUR_API_KEY" } } } }

Restart the client. The tools appear automatically.

Claude Code (CLI):

claude mcp add form4api -- npx -y form4api-mcp

…then set FORM4API_KEY in your shell or in ~/.claude/mcp.json.

Cursor — edit ~/.cursor/mcp.json (user-level) or .cursor/mcp.json (workspace-level):

{

"mcpServers": { "form4api": { "command": "npx", "args": ["-y", "form4api-mcp"], "env": { "FORM4API_KEY": "YOUR_API_KEY" } } } }

Restart Cursor. The tools appear automatically.

Windsurf — edit ~/.codeium/windsurf/mcp_config.json:

{

"mcpServers": { "form4api": { "command": "npx", "args": ["-y", "form4api-mcp"], "env": { "FORM4API_KEY": "YOUR_API_KEY" } } } }

Restart Windsurf. The tools appear automatically.

VS Code — edit .vscode/mcp.json (workspace-level). Note: VS Code uses the servers key (not mcpServers):

{

"servers": { "form4api": { "command": "npx", "args": ["-y", "form4api-mcp"], "env": { "FORM4API_KEY": "YOUR_API_KEY" } } } }

Restart VS Code. The tools appear automatically.

Codex CLI — config is TOML at ~/.codex/config.toml:

[mcp_servers.form4api]

command = "npx" args = ["-y", "form4api-mcp"] env = { FORM4API_KEY = "YOUR_API_KEY" }

Verify it works

Ask your LLM to run the verify_setup tool — it confirms your API key is valid and the MCP server is reachable, or returns the exact fix steps.

Example: *"Run the verify_setup tool to confirm the MCP is configured correctly."*

Try before you commit a key

get_public_stats is a keyless tool — it works with no FORM4API_KEY set. Try it first to preview live data coverage before signing up:

FORM4API_KEY="" npx form4api-mcp

Once you like what you see, sign up for a free key at www.form4api.com → set FORM4API_KEY → all tools unlock.

3. Or run directly
FORM4API_KEY=YOUR_API_KEY npx form4api-mcp

Available tools (39)

Search
ToolDescriptionPlan
searchResolve a company name, ticker fragment, or a person's name to a ticker or CIK — the usual first call when you don't already have an identifier. Returns separately-ranked companies and insiders listsFree
Form 4 insider trading
ToolDescriptionPlan
research_companyBundled insider-research context for one ticker in a single call — company profile, recent transactions, cluster signals, sentiment, and a computed buy/sell direction summary. Replaces 4 separate calls and degrades gracefully when a section needs a higher planFree (signals/sentiment sections need Business)
get_transactionsSearch insider transactions — filter by ticker, insider, date range, transaction codes or whole categories (exclude_category=derivatives), 10b5-1 plan trades, a dollar floor (min_value), the insider's role (role: officer, director or ten_percent_owner), ordering by trade size (sort=value; default is newest first), the 13F ownership trend (inst_ownership_trend), or use significant=true for real discretionary buys/sells only. Pro adds the remaining trade-size screens (max_value, min_shares, max_shares) and post-trade-return screening (min_return_1d…max_return_6m, has_returns; returns are fractions, 0.05 = +5%). Paging depth is plan-limited — see PlansFree
get_recent_filingsMost recent Form 4 filings, optionally filtered by tickerFree
list_filingsForm 4 filings as a paginated list, newest filed first — filter by ticker, cik, or a filed-date window. Use this to page through filings; get_recent_filings is the unfiltered head of the same feedFree
get_filingSingle filing by accession numberFree
get_insider_profileInsider profile — name, title, director/officer/10pct owner flagsFree
get_insider_transactionsAll transactions for a specific insider (by CIK)Free
get_company_overviewCompany profile — name, CIK, SIC sector, state, website, filing countsFree
get_company_insidersAll insiders who have filed Form 4s for a companyFree
get_company_peersSimilar companies in the same SIC industry (4-digit first, topped up from the 2-digit prefix), ranked by Form 4 filings in the last 12 monthsFree
list_companiesList companies, sorted by name or filing countFree
get_insider_directoryBrowse insiders alphabetically by surname — an A-Z rail with a count per letter, plus one page of insiders under the requested letterFree
get_insider_career_summaryAggregate career rollup: total bought/sold, top companies, 10b5-1 split, return averagesPro
get_insider_scorecardBuy track-record scorecard for an insider (CIK) — hit rate and avg/median return on discretionary open-market buys; null when fewer than 5 matured samplesPro
get_insider_leaderboardTop insiders ranked by hit_rate or avg_return; filter by horizon (3m/6m), min_trades, and limitBusiness
Signals + sentiment
ToolDescriptionPlan
get_signalsCluster buy/sell signals — multiple insiders at the same company in the same direction. Excludes 10b5-1 trades automaticallyBusiness
get_sentimentMSPR-style monthly sentiment score per ticker (-100 to +100). 10b5-1 excluded so the score reflects real insider convictionBusiness
Form 144 + institutional
ToolDescriptionPlan
get_form144Notice-of-proposed-sale filings — early signal ~2 days before Form 4 sale landsBusiness
get_holdingsInstitutional positions from Form 13F-HR (filter by ticker, CUSIP, manager, quarter, min value)Business
get_managersInstitutional manager index with latest AUMBusiness
explain_signalExplain why a signal fired — the insiders and trades counted, exclusions, and criteriaBusiness
get_data_qualityPublic data-quality, freshness and coverage metricsFree
list_schedule13_dgSchedule 13D/13G >5% beneficial-ownership crossings for a company — filer, ownership percent, event date, form typeBusiness
Congress + convergence
ToolDescriptionPlan
list_congress_tradesCongressional STOCK Act trades (periodic transaction reports) — filter by ticker, politician, party, chamber, state, transaction type, min amount, or date range. Coverage is U.S. House only — Senate eFD blocks datacenter traffic, so chamber=Senate matches nothing and the response carries X-Coverage-Note: chamber-not-covered. Every row carries amountLow/amountHigh (disclosed ranges, never a fabricated midpoint) and disclosureLagDays — up to 45 days under the STOCK Act, so "real-time" here means minutes-after-disclosure, not minutes-after-tradeFree (30-day disclosure window; Starter 366 days; Pro+ unlimited history)
list_congress_politiciansRanked rollup of politicians by congressional trade activity — total/buy/sell counts, most recent disclosurePro
get_congress_politicianOne politician's full profile by bioguide ID — totals, top traded tickers, most recent tradesPro
get_congress_ticker_rollupWhich politicians traded a given ticker, with net buy/sell countsPro
get_convergence_signalsTickers where an insider cluster-buy and a congressional purchase happened within a trailing window of each other. strength is documented arithmetic (distinct congressional purchasers × the signal's insider count) — never a black-box or predictive score. No performance/alpha claims are computed or impliedPro
Utility
ToolDescriptionPlan
check_usageYour API key usage stats and current planFree
get_key_activityRecent API requests for this keyFree
get_usage_historyDaily request counts for the last N daysFree
search_insidersSubstring search on insider namesFree
list_webhooksList your webhook subscriptions, with delivery health per webhook (lastAttemptAt, lastSuccessAt, lastStatusCode, lastErrorClass) and auto-disable state. Read-onlyFree
get_webhook_eventsReplay webhook delivery events since a timestamp. Read-onlyFree
verify_setupVerify the MCP is configured correctly — confirms API key is valid and server is reachableFree
get_public_statsPublic corpus-wide totals (filings, transactions, companies, 13F-HR AUM, ingestion latency) — no API key requiredFree (keyless)
get_status_historyTrailing 90-day daily uptime history for the public status pageFree (keyless)
health_ingestionLive ingestion-health check — Form 4 freshness, parse-queue backlog, price-feed stalenessFree (keyless)

Prompts (6)

Beyond the 39 tools, this MCP ships 6 prompts — ready-made research recipes that a client can list (prompts/list) and load (prompts/get) so you don't have to hand-assemble the right tool sequence yourself. Each one tells the LLM exactly which SEC Form 4 / Form 144 / 13F-HR tools to call, in what order, and how to read plan-gated results.

PromptArgsWhat it does
insider_monitortickerRecent SEC Form 4 insider activity for a ticker — transactions (10b5-1 flagged), cluster signals, sentiment — summarized as buy/sell conviction with post-trade-return context

| cluster_buy_scan | days (default 7) | Market

只显示了开头部分;其余内容请在仓库中阅读