Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Descripción del creador (original en inglés)
Real-time SEC Form 4, Form 144, 13F-HR & congressional STOCK Act insider data. 39 tools + 6 prompts.
Estos tres nunca se combinan en una sola puntuación: las opiniones, las mediciones y la popularidad son cosas distintas.
Todavía no escribimos un resumen sencillo para este. Abajo están los datos que leímos del registro.
Elige la app de IA que usas y copia la configuración.
FORM4API_KEYLos valores marcados como secretos son llaves de tu cuenta. Nunca los compartas ni los pegues en un chat.
Necesitas
¿Qué app usas?
Elige tu app arriba. La recordamos, así que la próxima vez el botón dirá “Instalar en …”.
Abre Claude Desktop → Settings → Developer → Edit Config y pega esto en claude_desktop_config.json
{
"mcpServers": {
"form4api": {
"command": "npx",
"args": [
"-y",
"form4api-mcp"
],
"env": {
"FORM4API_KEY": "your-value"
}
}
}
}Ejecuta esto en tu terminal
claude mcp add form4api --env FORM4API_KEY=your-value -- npx -y form4api-mcpCompleta los valores vacíos antes de ejecutarlo.
Pégalo en .cursor/mcp.json de tu proyecto, o en ~/.cursor/mcp.json
{
"mcpServers": {
"form4api": {
"command": "npx",
"args": [
"-y",
"form4api-mcp"
],
"env": {
"FORM4API_KEY": "your-value"
}
}
}
}Tu navegador te pide permiso para abrir la app; luego la app muestra la configuración y te pide confirmar. Los valores de las claves quedan vacíos para que los completes tú.
Pégalo en .vscode/mcp.json de tu proyecto
{
"servers": {
"form4api": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"form4api-mcp"
],
"env": {
"FORM4API_KEY": "your-value"
}
}
}
}Tu navegador te pide permiso para abrir la app; luego la app muestra la configuración y te pide confirmar. Los valores de las claves quedan vacíos para que los completes tú.
Este se ejecuta en tu computadora, y ChatGPT solo puede conectarse a servidores en internet. Elige otra app.
Tu elección se guarda en una cookie en este dispositivo; no necesitas cuenta.
Esta configuración se genera a partir de la ficha del creador en el registro. Si el README dice otra cosa, sigue el README.
Se ejecuta en tu computadora; la lista de herramientas aparece en tu app de IA después de instalarlo.
Revisamos información que cualquiera puede ver; no hemos leído el código. Las revisiones que no aplican no se cuentan. · Revisado el 6 nov 2026
El nombre en el registro se verificó con la cuenta de GitHub theodor90, dueña del repo
Todavía no hemos leído este repo en GitHub
Todavía no hemos leído este repo en GitHub
Este se ejecuta en tu computadora; no hay endpoint en internet
Se ejecuta en tu computadora y usa ajustes locales en su lugar
Se ejecuta en tu computadora; solo podemos leer listas de herramientas de endpoints en internet
Comparado con todos los servidores activos de esta categoría en el registro. Las estrellas solo cuentan cuando quien lo publica es dueño del repo.
Superó 1 de 1 revisiones básicas aplicables. No hemos leído el código. Antes de agregar una clave o un token, revisa qué acceso pide el servidor y usa una clave que tenga solo los permisos que necesitas.
Debes completar: FORM4API_KEY
Se ejecuta en tu computadora. Tu app de IA lo inicia cuando hace falta, y los datos no pasan por los servidores del creador (a menos que el propio servidor llame a un servicio en línea).
El repo de GitHub cambió por última vez –, y la última versión (1.17.0) llegó al registro hace 23 días.
Las apps compatibles con MCP, como Claude Desktop, Claude Code, Cursor y VS Code. También necesitas Node.js en tu computadora.
En la misma categoría: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Servidores de la misma categoría hechos por otros creadores, ordenados por estrellas.
Cómo leer una tarjeta:★ Estrellas de GitHubiTres pilares: reseñas · revisiones · usoiActualizado = fecha en que se publicó la última versión en el registroi
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.
Copiado tal cual del repo del creador. PopNx MCP no lo ha revisado ni lo respalda. Se quitaron HTML, imágenes y scripts. Los enlaces llevan fuera de este sitio.
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
Solo se muestra el principio; lee el resto en el repo