Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
CLI + MCP server for SEC 13F institutional holdings, insider trading, and smart money convergence.
These three are never merged into one score: opinions, measurements and popularity are different things.
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
Pick the AI app you use, then copy the settings.
ALPHASMO_API_KEYValues marked secret are keys to your account. Never share them or paste them into a chat.
You need
Which app do you use?
Pick your app above. We remember it, so next time the button says “Install in …”.
Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json
{
"mcpServers": {
"alphasmo-tools": {
"command": "npx",
"args": [
"-y",
"alphasmo",
"mcp"
],
"env": {
"ALPHASMO_API_KEY": "your-value"
}
}
}
}Run this in your terminal
claude mcp add alphasmo-tools --env ALPHASMO_API_KEY=your-value -- npx -y alphasmo mcpFill in the empty values before running it.
Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"alphasmo-tools": {
"command": "npx",
"args": [
"-y",
"alphasmo",
"mcp"
],
"env": {
"ALPHASMO_API_KEY": "your-value"
}
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Paste into .vscode/mcp.json in your project
{
"servers": {
"alphasmo-tools": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"alphasmo",
"mcp"
],
"env": {
"ALPHASMO_API_KEY": "your-value"
}
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
This one runs on your computer, and ChatGPT can only connect to servers on the internet. Pick another app.
Your choice stays on this device in a cookie; no account needed.
These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
Runs on your computer; the tool list appears in your AI app after you install it.
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 6, 2026
The registry name was verified with the GitHub account alphasmo, which owns the repo
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
This one runs on your computer; there is no internet endpoint
Runs on your computer and uses local settings instead
Runs on your computer; we can only read tool lists from internet endpoints
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
It passed 1 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
You need to fill in: ALPHASMO_API_KEY
It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).
The GitHub repo last changed –, and the latest version (0.2.1) reached the registry 4 months ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Node.js on your computer.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
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Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
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Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.
CLI + [MCP server](https://modelcontextprotocol.io) for [AlphaSMO](https://alphasmo.com) — SEC EDGAR 13F institutional holdings, Form 4 insider trading, and "smart money convergence" signals (tickers where hedge funds *and* company insiders are buying at the same time), queryable from your terminal, your scripts, or any MCP-compatible AI agent (Claude, ChatGPT, Cursor, etc.).
No signup, no API key, no setup — try it right now:
npx alphasmo stocks flows --limit 10
Example output:
┌────────┬──────────────────────────────┬────────────────────┬──────────────┬──────────────┐
│ ticker │ issuer │ net flow (USD) │ avg weight % │ institutions │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ BRK-A │ BERKSHIRE HATHAWAY INC-CL A │ 247,455,256,379 │ 1.42 │ 1418 │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ AZN │ AstraZeneca PLC │ 148,465,847,587.12 │ 0.47 │ 1309 │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ XOM │ EXXON MOBIL CORP │ 138,784,059,363.77 │ 0.78 │ 4716 │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ CVX │ CHEVRON CORP │ 77,783,933,645.44 │ 0.6 │ 4261 │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ JNJ │ JOHNSON & JOHNSON │ 64,498,075,844.9 │ 0.76 │ 4603 │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ SNDK │ SANDISK CORP │ 58,662,972,096.01 │ 0.65 │ 1172 │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ MU │ MICRON TECHNOLOGY INC │ 55,374,569,969.23 │ 0.7 │ 2993 │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ AMAT │ APPLIED MATERIALS INC │ 48,790,109,328.41 │ 0.52 │ 2931 │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ EEM │ ISHARES MSCI EMERGING MARKET │ 48,211,222,155.7 │ 0.59 │ 1637 │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ CAT │ CATERPILLAR INC │ 46,035,710,179.58 │ 0.5 │ 3724 │ └────────┴──────────────────────────────┴────────────────────┴──────────────┴──────────────┘
## Why AlphaSMO
"What is smart money buying right now?" → alphasmo convergence
"What does Berkshire Hathaway hold?" → alphasmo institutions holdings berkshire-hathaway-inc "Are insiders buying or selling NVDA?" → alphasmo insider summary NVDA "Which stocks are institutions dumping?" → alphasmo stocks flows --direction sell
Wire the MCP server into Claude Desktop, Claude Code, Cursor, or any MCP client (see below) and ask these in plain English — no code required.
npx alphasmo institutions search "Berkshire"
npx alphasmo stocks get AAPL npx alphasmo convergence -l 5
No install step required — npx fetches and runs it. Or install globally:
npm install -g alphasmo
alphasmo --help
| Command | What it returns | |||
|---|---|---|---|---|
| `alphasmo institutions search [-l\ | --limit]` | Search 13F institutions by name | ||
| `alphasmo institutions list [-l\ | --limit] [-o\ | --offset]` | Paginate the full institution universe (no query) | |
alphasmo institutions get | Full institution detail, sector weights | |||
alphasmo institutions holdings | Latest 13F holdings for one institution | |||
alphasmo stocks get | Full stock detail — holder count, flows, top holders (identifier = ticker or CUSIP) | |||
| `alphasmo stocks flows [-d\ | --direction buy\ | sell] [-l\ | --limit]` | Stocks ranked by net institutional buy/sell flow |
alphasmo insider trades | Recent individual Form 4 insider trades for one ticker | |||
alphasmo insider summary | Insider confidence scores (30d/90d) for one ticker | |||
| `alphasmo convergence [-l\ | --limit] [--min-confidence] [--days]` | Tickers where 13F institutions *and* insiders are both buying — the flagship signal | ||
alphasmo mcp | Start the MCP server over stdio |
Global flags on every command: --api-key (env ALPHASMO_API_KEY), --base-url (env ALPHASMO_BASE_URL), -f/--format json|compact|table|csv, --json (shorthand for --format json), --csv (shorthand for --format csv).
Output format auto-detects your context — no flag needed in the common case:
263,095,703,570).jq or feed to an agent.--format/--json/--csv always override the auto-detection either way.alphasmo stocks flows --csv > flows.csv
alphasmo insider trades AAPL --csv | column -s, -t
Errors go to stderr with a distinct exit code (2 not found, 3 auth, 4 rate limit, 5 unexpected response shape, 1 other), so scripts can branch without string-matching.
Anonymous requests are rate-limited by IP. Sign up and mint a free key at [alphasmo.com/developer](https://alphasmo.com/developer), then:
alphasmo convergence --api-key ask_live_...
export ALPHASMO_API_KEY=ask_live_...
claude mcp add (recommended)If you're using Claude Code, register the server with one command:
claude mcp add alphasmo -- npx -y alphasmo@latest mcp
Add -e ALPHASMO_API_KEY=ask_live_... before the -- to raise your rate limit. Run claude mcp list to confirm it's connected.
For Claude Desktop, Cursor, or any other MCP client, add this to your config file directly:
{
"mcpServers": { "alphasmo": { "command": "npx", "args": ["alphasmo", "mcp"], "env": { "ALPHASMO_API_KEY": "optional-your-key-here" } } } }
Both options work anonymously out of the box, at lower rate limits than with a key. Tools exposed: search_institutions, get_institution_profile, get_institution_holdings, get_stock_overview, get_stock_flows, get_insider_activity, get_smart_money_convergence.
Full endpoint reference: alphasmo.com/developer/docs.
import { AlphasmoClient } from "alphasmo";
const client = new AlphasmoClient(); // no apiKey needed to try it console.log(await client.getSmartMoneyConvergence({ limit: 5 }));
npm install alphasmo
A Python client + MCP server is also available — see alphasmo.com/developer for setup.
Deepen your understanding of institutional holdings and SEC filing dynamics:
MIT