Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Beschreibung vom Entwickler (englisches Original)
Real-time SEC Form 4, Form 144, 13F-HR & congressional STOCK Act insider data. 39 tools + 6 prompts.
Diese drei werden nie zu einer Punktzahl zusammengefasst: Meinungen, Messungen und Beliebtheit sind verschiedene Dinge.
Für diesen Server haben wir noch keine Zusammenfassung in einfacher Sprache geschrieben. Unten stehen die Fakten, die wir aus der Registry gelesen haben.
Wähle die KI-App, die du nutzt, und kopiere die Einstellungen.
FORM4API_KEYAls geheim markierte Werte sind Schlüssel zu deinem Konto. Gib sie nie weiter und füge sie nie in einen Chat ein.
Du brauchst
Welche App nutzt du?
Wähle oben deine App. Wir merken sie uns, damit der Button beim nächsten Mal „In … installieren“ anzeigt.
Öffne Claude Desktop → Settings → Developer → Edit Config und füge dies in claude_desktop_config.json ein
{
"mcpServers": {
"form4api": {
"command": "npx",
"args": [
"-y",
"form4api-mcp"
],
"env": {
"FORM4API_KEY": "your-value"
}
}
}
}Führe das in deinem Terminal aus
claude mcp add form4api --env FORM4API_KEY=your-value -- npx -y form4api-mcpTrag die leeren Werte ein, bevor du ihn startest.
In .cursor/mcp.json in deinem Projekt oder in ~/.cursor/mcp.json einfügen
{
"mcpServers": {
"form4api": {
"command": "npx",
"args": [
"-y",
"form4api-mcp"
],
"env": {
"FORM4API_KEY": "your-value"
}
}
}
}Dein Browser fragt, ob er die App öffnen darf, dann zeigt die App die Einstellungen und bittet dich um Bestätigung. Schlüsselwerte bleiben leer, damit du sie selbst einträgst.
In .vscode/mcp.json in deinem Projekt einfügen
{
"servers": {
"form4api": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"form4api-mcp"
],
"env": {
"FORM4API_KEY": "your-value"
}
}
}
}Dein Browser fragt, ob er die App öffnen darf, dann zeigt die App die Einstellungen und bittet dich um Bestätigung. Schlüsselwerte bleiben leer, damit du sie selbst einträgst.
Dieser Server läuft auf deinem Computer, und ChatGPT kann sich nur mit Servern im Internet verbinden. Wähle eine andere App.
Deine Auswahl bleibt in einem Cookie auf diesem Gerät; kein Konto nötig.
Diese Einstellungen werden aus dem Registry-Eintrag des Entwicklers erzeugt. Wenn in der README etwas anderes steht, folge der README.
Läuft auf deinem Computer; die Tool-Liste erscheint nach der Installation in deiner KI-App.
Wir prüfen Informationen, die jeder sehen kann; den Code haben wir nicht gelesen. Checks, die nicht zutreffen, werden nicht mitgezählt. · Geprüft am 6. Nov. 2026
Der Registry-Name wurde mit dem GitHub-Konto theodor90 bestätigt, dem das Repo gehört
Dieses Repo haben wir noch nicht von GitHub gelesen
Dieses Repo haben wir noch nicht von GitHub gelesen
Dieser Server läuft auf deinem Computer; es gibt keinen Endpunkt im Internet
Läuft auf deinem Computer und nutzt stattdessen lokale Einstellungen
Läuft auf deinem Computer; Tool-Listen können wir nur von Endpunkten im Internet lesen
Verglichen mit allen aktiven Servern dieser Kategorie in der Registry. Sterne zählen nur, wenn dem Herausgeber das Repo gehört.
Er hat 1 von 1 zutreffenden Basischecks bestanden. Den Code haben wir nicht gelesen. Bevor du einen Schlüssel oder Token hinzufügst, sieh nach, welche Zugriffe der Server verlangt, und nutze einen Schlüssel, der nur die Berechtigungen hat, die du brauchst.
Das musst du eintragen: FORM4API_KEY
Er läuft auf deinem Computer. Deine KI-App startet ihn bei Bedarf, und die Daten laufen nicht über die Server des Entwicklers (außer der Server ruft selbst einen Onlinedienst auf).
Das GitHub-Repo wurde zuletzt – geändert, und die neueste Version (1.17.0) kam vor 23 Tagen in die Registry.
Apps, die MCP unterstützen, etwa Claude Desktop, Claude Code, Cursor und VS Code. Außerdem brauchst du Node.js auf deinem Computer.
In derselben Kategorie: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Server derselben Kategorie von anderen Entwicklern, sortiert nach Sternen.
So liest du eine Karte:★ GitHub-SterneiDrei Säulen: Bewertungen · Checks · NutzungiAktualisiert = neueste Version in der Registry veröffentlichti
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
Unverändert aus dem Repo des Entwicklers übernommen. PopNx MCP hat den Inhalt weder geprüft noch empfiehlt es ihn. HTML, Bilder und Skripte wurden entfernt. Links führen von dieser Website weg.
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:
Go to www.form4api.com → Sign in → Dashboard. Free plan includes 500 requests/day, no credit card required.
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" }
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."*
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.
FORM4API_KEY=YOUR_API_KEY npx form4api-mcp
| Tool | Description | Plan |
|---|---|---|
search | Resolve 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 lists | Free |
| Tool | Description | Plan |
|---|---|---|
research_company | Bundled 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 plan | Free (signals/sentiment sections need Business) |
get_transactions | Search 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 Plans | Free |
get_recent_filings | Most recent Form 4 filings, optionally filtered by ticker | Free |
list_filings | Form 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 feed | Free |
get_filing | Single filing by accession number | Free |
get_insider_profile | Insider profile — name, title, director/officer/10pct owner flags | Free |
get_insider_transactions | All transactions for a specific insider (by CIK) | Free |
get_company_overview | Company profile — name, CIK, SIC sector, state, website, filing counts | Free |
get_company_insiders | All insiders who have filed Form 4s for a company | Free |
get_company_peers | Similar 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 months | Free |
list_companies | List companies, sorted by name or filing count | Free |
get_insider_directory | Browse insiders alphabetically by surname — an A-Z rail with a count per letter, plus one page of insiders under the requested letter | Free |
get_insider_career_summary | Aggregate career rollup: total bought/sold, top companies, 10b5-1 split, return averages | Pro |
get_insider_scorecard | Buy track-record scorecard for an insider (CIK) — hit rate and avg/median return on discretionary open-market buys; null when fewer than 5 matured samples | Pro |
get_insider_leaderboard | Top insiders ranked by hit_rate or avg_return; filter by horizon (3m/6m), min_trades, and limit | Business |
| Tool | Description | Plan |
|---|---|---|
get_signals | Cluster buy/sell signals — multiple insiders at the same company in the same direction. Excludes 10b5-1 trades automatically | Business |
get_sentiment | MSPR-style monthly sentiment score per ticker (-100 to +100). 10b5-1 excluded so the score reflects real insider conviction | Business |
| Tool | Description | Plan |
|---|---|---|
get_form144 | Notice-of-proposed-sale filings — early signal ~2 days before Form 4 sale lands | Business |
get_holdings | Institutional positions from Form 13F-HR (filter by ticker, CUSIP, manager, quarter, min value) | Business |
get_managers | Institutional manager index with latest AUM | Business |
explain_signal | Explain why a signal fired — the insiders and trades counted, exclusions, and criteria | Business |
get_data_quality | Public data-quality, freshness and coverage metrics | Free |
list_schedule13_dg | Schedule 13D/13G >5% beneficial-ownership crossings for a company — filer, ownership percent, event date, form type | Business |
| Tool | Description | Plan |
|---|---|---|
list_congress_trades | Congressional 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-trade | Free (30-day disclosure window; Starter 366 days; Pro+ unlimited history) |
list_congress_politicians | Ranked rollup of politicians by congressional trade activity — total/buy/sell counts, most recent disclosure | Pro |
get_congress_politician | One politician's full profile by bioguide ID — totals, top traded tickers, most recent trades | Pro |
get_congress_ticker_rollup | Which politicians traded a given ticker, with net buy/sell counts | Pro |
get_convergence_signals | Tickers 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 implied | Pro |
| Tool | Description | Plan |
|---|---|---|
check_usage | Your API key usage stats and current plan | Free |
get_key_activity | Recent API requests for this key | Free |
get_usage_history | Daily request counts for the last N days | Free |
search_insiders | Substring search on insider names | Free |
list_webhooks | List your webhook subscriptions, with delivery health per webhook (lastAttemptAt, lastSuccessAt, lastStatusCode, lastErrorClass) and auto-disable state. Read-only | Free |
get_webhook_events | Replay webhook delivery events since a timestamp. Read-only | Free |
verify_setup | Verify the MCP is configured correctly — confirms API key is valid and server is reachable | Free |
get_public_stats | Public corpus-wide totals (filings, transactions, companies, 13F-HR AUM, ingestion latency) — no API key required | Free (keyless) |
get_status_history | Trailing 90-day daily uptime history for the public status page | Free (keyless) |
health_ingestion | Live ingestion-health check — Form 4 freshness, parse-queue backlog, price-feed staleness | Free (keyless) |
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.
| Prompt | Args | What it does |
|---|---|---|
insider_monitor | ticker | Recent 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
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