프로토타입 · 미리 보기: 공식 레지스트리의 모든 서버를 담고 있으며 30분마다 동기화해요. 리뷰와 계정 기능은 다음 단계에서 열려요.
PopNx MCPAI를 쓰는 사람을 위한 MCP 서버 · 쉬운 말로 설명해요

Sec Nport

제작자: pipeworx-io버전 0.2.1i★ –i컴퓨터 또는 클라우드
레지스트리 이름io.github.pipeworx-io/sec-nport

설치

개요

제작자가 쓴 설명(영어 원문)

SEC Form N-PORT — fund and ETF holdings, asked security-first.

PopNx MCP의 세 기둥

이 세 가지는 절대 하나의 점수로 합치지 않아요. 의견, 측정, 인기는 서로 다른 것이니까요.

할 수 있는 일

이 서버는 아직 쉬운 말로 된 요약을 쓰지 못했어요. 아래는 레지스트리에서 읽어 온 사실이에요.

  • 연결 방식: 컴퓨터 또는 클라우드
  • 전송 방식: stdio, Streamable HTTP
  • 카테고리: 사이버 보안
  • 입력해야 할 값: PIPEWORX_API_KEY

설치

쓰고 있는 AI 앱을 고른 다음 설정을 복사하세요.

설치하기 전에

비밀로 표시된 값은 내 계정의 열쇠예요. 절대 다른 사람과 공유하거나 채팅에 붙여 넣지 마세요.

필요한 것

어떤 앱을 쓰세요?

위에서 앱을 고르세요. 기억해 두었다가 다음부터는 버튼에 “…에 설치”라고 표시해요.

웹, 데스크톱, 모바일의 Claude에서 쓸 수 있어요:

  1. Settings → Connectors 열기
  2. Add custom connector 누르기
  3. 아래 주소를 붙여 넣고 Add 누르기
  4. 로그인하라고 하면 제작자의 서비스에 로그인하기
SettingsConnectors1+ Add2https://…3
https://gateway.pipeworx.io/sec-nport/mcp

또는 내 컴퓨터에서 실행하기

Claude Desktop → Settings → Developer → Edit Config를 열고 claude_desktop_config.json에 이 내용을 붙여 넣으세요

{
  "mcpServers": {
    "sec-nport": {
      "command": "npx",
      "args": [
        "-y",
        "@pipeworx/mcp-sec-nport"
      ],
      "env": {
        "PIPEWORX_API_KEY": "your-value"
      }
    }
  }
}

터미널에서 이 명령어를 실행하세요

claude mcp add --transport http sec-nport https://gateway.pipeworx.io/sec-nport/mcp

또는 내 컴퓨터에서 실행하기

claude mcp add sec-nport --env PIPEWORX_API_KEY=your-value -- npx -y @pipeworx/mcp-sec-nport

실행하기 전에 빈 값을 채워 주세요.

Cursor에서 열기

또는 설정을 직접 복사하기

프로젝트의 .cursor/mcp.json 또는 ~/.cursor/mcp.json에 붙여 넣으세요

{
  "mcpServers": {
    "sec-nport": {
      "url": "https://gateway.pipeworx.io/sec-nport/mcp"
    }
  }
}

또는 내 컴퓨터에서 실행하기

Cursor에서 열기

또는 설정을 직접 복사하기

프로젝트의 .cursor/mcp.json 또는 ~/.cursor/mcp.json에 붙여 넣으세요

{
  "mcpServers": {
    "sec-nport": {
      "command": "npx",
      "args": [
        "-y",
        "@pipeworx/mcp-sec-nport"
      ],
      "env": {
        "PIPEWORX_API_KEY": "your-value"
      }
    }
  }
}

브라우저가 앱을 열지 물어본 다음, 앱이 설정을 보여 주고 확인을 요청해요. 키 값은 비워 두니 직접 입력하세요.

VS Code에서 열기

또는 설정을 직접 복사하기

프로젝트의 .vscode/mcp.json에 붙여 넣으세요

{
  "servers": {
    "sec-nport": {
      "type": "http",
      "url": "https://gateway.pipeworx.io/sec-nport/mcp"
    }
  }
}

또는 내 컴퓨터에서 실행하기

VS Code에서 열기

또는 설정을 직접 복사하기

프로젝트의 .vscode/mcp.json에 붙여 넣으세요

{
  "servers": {
    "sec-nport": {
      "type": "stdio",
      "command": "npx",
      "args": [
        "-y",
        "@pipeworx/mcp-sec-nport"
      ],
      "env": {
        "PIPEWORX_API_KEY": "your-value"
      }
    }
  }
}

브라우저가 앱을 열지 물어본 다음, 앱이 설정을 보여 주고 확인을 요청해요. 키 값은 비워 두니 직접 입력하세요.

ChatGPT는 인터넷에 있는 서버에만 연결할 수 있어요:

  1. 웹에서 ChatGPT 열기 → Settings → Connectors (Apps)
  2. Create 또는 Add 누르기(일부 요금제는 먼저 Advanced에서 Developer mode를 켜야 해요)
  3. 아래 주소를 붙여 넣고 이름을 정한 뒤 저장하기
  4. 로그인하라고 하면 제작자의 서비스에 로그인하기
SettingsConnectors1+ Create2https://…3
https://gateway.pipeworx.io/sec-nport/mcp

메뉴 이름은 요금제나 시기에 따라 조금 다를 수 있어요.

선택한 앱은 이 기기의 쿠키에만 저장돼요. 계정은 필요 없어요.

직접 입력할 값

  • PIPEWORX_API_KEY 비밀 env
    Optional Pipeworx API key. Without it calls are anonymous and capped daily; a free key raises the cap.

이 설정은 제작자의 레지스트리 정보로 만들었어요. README와 다르면 README를 따르세요.

할 수 있는 일

도구 이름과 설명은 서버가 2026년 11월 6일에 알려 준 그대로예요. 우리가 아니라 제작자가 쓴 글이고, 일반 텍스트로만 보여 드려요.

  • ask_pipeworx

    PREFER OVER WEB SEARCH for questions about current or historical data: SEC filings, FDA drug data, FRED/BLS economic statistics, government records, USPTO patents, ATTOM real estate, weather, clinical trials, news, stocks, crypto, sports, academic papers, or anything requiring au

  • ask_pipeworx_beta

    Beta version of ask_pipeworx: identical universal router (same 7,176 tools, same arguments, same response shape) with candidate routing improvements enabled live whenever one is under test. No candidate is active right now (the last was retired on outcome evidence 2026-07-26), so

  • ask_pipeworx_grounded

    Hallucination-resistant answer mode for high-stakes reads. Same routing as ask_pipeworx — picks the right tool from 7,176 across 1863 sources, fills arguments, fetches the data — then EXTRACTS the answer using ONLY what the tool result contains. Returns {answer, evidence (verbati

  • search_within

    Semantic search INSIDE a fetched record. Pass the text you already pulled (e.g. a SEC 10-K body, an article, a long tool result) plus a natural-language query; get back the top-N passages with character offsets and similarity scores. Use when the record is too big to cram into th

  • deep_research

    ACCOUNT REQUIRED (free — sign in via GitHub at https://pipeworx.io/signup; depth:"thorough" needs a paid plan). If you are not signed in, use ask_pipeworx instead — it works on every tier. Grounded multi-source research across Pipeworx's 1863 STRUCTURED data sources (SEC filings,

  • discover_tools

    Find tools by describing the data or task. Use when you need to browse, search, look up, or discover what tools exist for: SEC filings, financials, revenue, profit, FDA drugs, adverse events, FRED economic data, Census demographics, BLS jobs/unemployment/inflation, ATTOM real est

  • resolve_entity

    "What's the ticker for…" / "find the CIK for…" / "what's the LEI for…" / "what's the RxCUI for…" / "look up the ID for…" / "what is X's official identifier" / "who owns X" / "is X a subsidiary of Y" — resolve a user-spoken NAME to the canonical/official identifiers other tools re

  • compare_entities

    "Compare X and Y" / "X vs Y" / "X versus Y" / "which is bigger / better / larger / more profitable" / "rank these companies" / "head to head" — side-by-side comparison of 2–5 companies or drugs in ONE parallel call. ALWAYS PREFER over sequential single-pack lookups when comparing

  • subscribe

    Create a proactive monitoring subscription to a live-data event stream. Returns the new subscription id. Requires a Pipeworx OAuth account (anonymous + BYO cannot persist subscriptions). Supported types: "sec_8k" (8-K filings matching ticker + item codes — e.g. items:["5.02"] = o

  • unsubscribe

    Cancel a subscription by id. Ownership is enforced — you can only cancel your own subscriptions. The row is deactivated (not deleted) so its historical events stay available via recent_alerts.

  • list_subscriptions

    List the caller's active subscriptions. Returns id, type, params, created_at, last_fired_at, fire_count for each. Use this to review what you're monitoring before adding more or to find an id to cancel.

  • recent_alerts

    Pull fired events from your subscription feed. Returns the most recent alerts the evaluator has written to your persisted feed — each carries source, citation_uri (pipeworx:// when available), and the raw event payload. Filter by type (e.g. "sec_8k") and/or since (ISO timestamp).

  • entity_profile

    "Tell me about X" / "research Acme" / "brief me on Tesla" / "what does Apple do" / "company profile for Microsoft" / "give me the rundown on NVDA" / "everything you know about $TICKER" — full cross-source profile of a US public company in ONE parallel call. ALWAYS PREFER over cha

  • recent_changes

    "What's new with X" / "latest on Y" / "what happened to Z this week / month / quarter" / "updates on Acme" / "news on Tesla recently" / "what's happening with Apple" — change feed for a company in the last N days/weeks/months in ONE parallel call. Fans out to SEC EDGAR (filings s

  • validate_claim

    "Is it true that…" / "fact check" / "verify the claim that…" / "did X really…" / "was Y actually…" / "confirm or refute" / "true or false" — natural-language claim verification against authoritative sources. Use whenever the agent needs to check whether something a user said is f

  • company_facts

    TYPED, DETERMINISTIC financial facts for a US public company for an EXPLICITLY NAMED reporting period — "Apple revenue for fiscal 2023", "Walmart net income FY2026 Q3", "Microsoft cash at the end of fiscal 2024". PREFER OVER entity_profile / get_company_financials whenever the pe

  • company_register_search

    Search the NATIONAL BUSINESS REGISTERS by company name and get the register's own id back — a Companies House number, a Norwegian organisasjonsnummer, a Finnish business id, a SIREN, a Japanese corporate number, an Estonian registry code, a CNPJ, or an LEI. Use this when you want

  • scan_dependency

    Composite "should I add this npm package to my project" check in ONE call — fans out across deps.dev (license + advisories + version history) and bundlephobia (gzipped/minified bundle size, dependency count, ESM/tree-shake support). Use whenever an agent asks "is X safe / popular

  • bet_research

    Research a Polymarket bet by pulling the relevant Pipeworx data for it in one call. Pass a market slug ("will-kristi-noem-win-the-2028-republican-presidential-nomination"), a polymarket.com URL, or a question text. A dated slug ("...-by-june-30-2026") still resolves after it sett

  • polymarket_arbitrage

    Find arbitrage opportunities on Polymarket via monotonicity violations + partition-sum checks. Call with NO args for a `trending_scan` of the top ~200 markets by weekly volume; pass `event` for the strongest per-event partition_check, or `topic` for a themed cross-event scan. `ev

  • polymarket_edges

    Scan top Polymarket markets and return opportunities where Pipeworx data disagrees with market price. Built for "what should I bet on today" — agents discover opportunities without paging hundreds of markets. FIVE MODEL FAMILIES grouped into three response segments under by_segme

  • polymarket_kalshi_spread

    Cross-venue spread between Kalshi and Polymarket for the same resolving question. The two venues sometimes price the same outcome 2-25pp apart because their participant pools differ — when the bet shapes are equivalent that delta is a real signal, when they aren't the tool says s

  • polymarket_fill_risk

    Realizable-vs-theoretical edge check against live CLOB order-book depth — AND Polymarket's own taker fee, which is never zero and is folded in rather than left for you to add (fleet #3446: r/PredictionsMarkets flagged a "clean" fill that quietly omitted it as optimistic in the di

  • polymarket_edge_tracker

    Edge persistence and decay telemetry built from daily polymarket_edges snapshots. Answers "how long has this edge existed and is it shrinking?" — a fresh wide edge and a 3-week-old wide edge are different trades (the latter is wide for a reason nobody is willing to take). Args: d

  • kalshi_weather_edge

    Prices Kalshi daily high-temperature markets against the NWS forecast for the market's OWN settlement station, and measures whether that forecast actually beats the market. Two modes. LIVE (default): returns the full strike ladder for one city and settlement date with market_prob

  • resolution_audit

    Extract the settlement clause of a single Polymarket (.com or .us) or Kalshi market: who publishes the settling number (source), the clock time + timezone it is taken at (falling back to the market TITLE when the clause itself says "the time range specified in the title" — e.g. P

  • resolution_diff

    Field-by-field diff of TWO markets' settlement clauses (one from each of `a` and `b`; either can be Polymarket .com, Polymarket US, or Kalshi) — runs resolution_audit on both sides and compares source, settle time, precision, comparison_basis, and evidence standard. Returns `equi

  • release_calendar_markets

    JOIN of the official release calendar (econ data, the FOMC, FDA decisions, SEC rules) against LIVE Polymarket/Kalshi markets — which scheduled releases land in the next N hours, and which live markets resolve on them. This is a POSITIONING tool, not a speed product: results are c

  • prediction_calibration

    REALIZED win rate by shown price and minutes elapsed for short-horizon crypto up/down markets, net of taker fee — read from our own settled-outcomes archive, not from live prices. Answers the one question no venue will: "a side shown at 82 with five minutes left, how often did it

  • updown_venue_compare

    The same 15-minute crypto "up or down" window priced on polymarket.com, Polymarket US and Kalshi, side by side, with whether each pair is actually the same contract. Pass asset (btc | eth | sol | xrp | bnb) and window ("current" default, "next", "previous", or the window START as

  • updown_divergence_rate

    How often two venues settled the SAME 15-minute crypto window differently, over every settled window on record. Compares polymarket.com (Chainlink TWAP) with Kalshi and with Polymarket US (both CF Benchmarks BRTI), and Kalshi with Polymarket US as the same-feed control. Per pair:

  • archive_evidence

    What did a web page say on a given date? Finds the archived capture of a URL nearest that date across the Internet Archive Wayback Machine, Common Crawl and Arquivo.pt, reads it, and returns the readable text (HTML stripped) with the capture timestamp, a link to the archived copy

  • archive_compare

    What changed on a web page between two dates? Resolves the archived capture nearest each date (Internet Archive Wayback Machine, Common Crawl, Arquivo.pt), extracts the readable text of both, and returns a text-level diff: the segments removed and added, a similarity score, and b

  • research_row

    Claygent-style per-row research: answer ONE question about ONE company and return a JSON object matching your output_schema, with every field wrapped in its own evidence — {value, evidence_url, quote, status}. status is NEVER self-reported by the model: "found" means this code in

  • classify_row

    Cheap categorization: given a company and a list of candidate labels, decide which labels apply — the most common GTM/AI usage shape (tagging a list by industry, ICP fit, etc.), one small model call. Same evidence contract as research_row: each label comes back {label, applies, e

  • pipeworx_trending

    What other AI agents are calling on Pipeworx right now. Returns the top tools, top packs, and total call volume over a recent window (24h, 7d, or 30d). Useful for: (1) discovering what data sources are hot for current events, (2) confirming a popular tool is the canonical choice

  • suggest_questions

    What can I ask Pipeworx? / what is Pipeworx good for? / what can you do? / give me ideas / show me examples / getting started / what data do you have? — the onboarding entry point for an agent that just connected and wants to know what is worth asking. Returns category-bucketed e

  • generate_llms_txt

    Generate a production-ready llms.txt file for any URL so AI crawlers (ChatGPT, Claude, Perplexity) can index the site cleanly. Fetches the page, extracts title/description/key links, and emits the standard llms.txt markdown format. Output is a single text blob ready to drop at si

  • ai_visibility_check

    Probe one or more LLMs for what they know about a business / brand / product / topic and score visibility (0-100) per model. Default model is Workers AI Llama-3.3-70b (free); pass `_apiKey` to also probe Anthropic (BYO key — you pay Anthropic directly for those calls). Returns pe

  • scan_competitor_ai_presence

    Compare AI visibility across multiple entities side-by-side. Probes each entity (your brand + N competitors) with ai_visibility_check, ranks by score, surfaces which is most/least recognized. Useful for competitive AI-marketing audits: "does Claude know about us as well as our co

  • pipeworx_feedback

    Tell the Pipeworx team something is broken, missing, or needs to exist. Use when a tool returns wrong/stale data (bug), when a tool you wish existed isn't in the catalog (feature/data_gap), or when something worked surprisingly well (praise). ONLY for tools served by this Pipewor

  • remember

    Save data the agent will need to reuse later — across this conversation or across sessions. Use when you discover something worth carrying forward (a resolved ticker, a target address, a user preference, a research subject) so you don't have to look it up again. Stored as a key-v

  • recall

    Retrieve a value previously saved via remember, or list all saved keys (omit the key argument). Use to look up context the agent stored earlier — the user's target ticker, an address, prior research notes — without re-deriving it from scratch. Scoped to your identifier (anonymous

  • forget

    Delete a previously stored memory by key. Use when context is stale, the task is done, or you want to clear sensitive data the agent saved earlier. Pair with remember and recall.

  • nport_fund_owners

    Which mutual funds and ETFs hold a given stock or bond, ranked by position size, from SEC Form N-PORT portfolio filings — the reverse of a fund fact sheet, which makes you name the fund first. Give a ticker ("NVDA"), a company name ("NVIDIA"), or a CUSIP. Returns each fund, its s

  • nport_fund_portfolio

    The portfolio a mutual fund or ETF reported to the SEC on Form N-PORT: its largest positions with issuer, value, share or principal count, and percent of net assets. Give the fund or ETF series name ("Vanguard Total Stock Market Index Fund", "SPDR S&P 500 ETF"). Answers "what doe

  • nport_holdings_coverage

    Which SEC Form N-PORT releases are loaded, how many funds each carries, the newest reporting period, and what the data does and does not cover. Also reports N-CEN fund-profile coverage (nport_fund_profile). Use this to check how current fund holdings and profile answers are befor

  • nport_fund_profile

    A mutual fund or ETF's profile from SEC Form N-CEN, the annual fund census: ETF/index/money-market status (an explicit flag, which N-PORT holdings filings do not carry), AUM, expense ratio, advisory fee, NAV and market price per share, and its investment adviser(s). Also covers E

기본 점검i

누구나 볼 수 있는 정보를 점검했고, 코드는 읽지 않았어요. 해당하지 않는 항목은 개수에서 뺐어요. · 2026년 11월 10일 점검

  • ✓ 통과

    제작자와 저장소 일치

    레지스트리 이름이 GitHub 계정 pipeworx-io 기준으로 확인되었고, 이 계정이 저장소를 소유하고 있어요

  • … 아직 점검 안 함

    계속 관리되고 있음

    아직 GitHub에서 이 저장소를 읽어 오지 않았어요

  • … 아직 점검 안 함

    라이선스 있음

    아직 GitHub에서 이 저장소를 읽어 오지 않았어요

  • ✓ 통과

    엔드포인트 응답

    247ms 만에 응답(HTTP 200)

  • – 해당 없음

    OAuth로 로그인

    로그인 필요 없음

  • ✓ 통과

    도구 설명에 숨겨진 지시 없음

    도구 설명 48개를 읽었고, AI에게 보내는 숨겨진 지시는 없었어요

사이버 보안 카테고리의 다른 서버와 비교i

  • 이 카테고리의 다른 서버 1008개 중 0%보다 스타가 많아요
  • 이 카테고리의 다른 서버 1008개 중 89%보다 최근에 레지스트리에 공개됐어요
  • 기본 점검 결과가 이 카테고리의 다른 서버 1008개 중 100%와 같거나 더 좋아요

레지스트리에서 이 카테고리의 활성 서버 전체와 비교했어요. 스타는 게시자가 저장소를 소유한 경우에만 세요.

자주 묻는 질문

Sec Nport, 안전한가요?

해당하는 기본 점검 3개 중 3개를 통과했어요. 코드는 읽지 않았어요. 키나 토큰을 넣기 전에 서버가 어떤 권한을 요구하는지 확인하고, 꼭 필요한 권한만 있는 키를 쓰세요.

어떤 키나 코드가 필요한가요?

입력해야 할 값: PIPEWORX_API_KEY

내 컴퓨터에서 실행되나요, 클라우드에서 실행되나요?

둘 다 가능해요. 내 컴퓨터에 설치해도 되고, 클라우드 버전에 연결해도 돼요.

아직 관리되고 있나요?

GitHub 저장소는 마지막으로 – 변경됐고, 최신 버전(0.2.1)은 5일 전 레지스트리에 올라왔어요.

어떤 앱에서 쓸 수 있나요?

Claude Desktop, Claude Code, Cursor, VS Code처럼 MCP를 지원하는 앱에서 쓸 수 있어요. URL로 연결되기 때문에, 원격 MCP 서버를 지원하는 앱(예: 개발자 모드의 ChatGPT)에서도 쓸 수 있어요.

대신 쓸 수 있는 건 뭐가 있나요?

같은 카테고리에는: ConnectSecure MCP, Shipshape MCP, Zeqqat

대안

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ConnectSecure MCP

Vulnerability management across all ConnectSecure clients: exposure ranking, CVE impact, blind spots

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Dockerfile and Kubernetes lint for AI agents: Pod Security Standards, A–F grade, a fix per finding.

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Zeqqat

The safe MCP for Dokploy: agents deploy and fix apps without holding keys or seeing secrets.

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@pipeworx/sec-nport

Mutual fund and ETF portfolio holdings and fund profile, from SEC Form N-PORT and Form N-CEN. Keyless.

Part of Pipeworx — an MCP gateway connecting AI agents to 1866+ live data sources. This is an independent, unofficial integration — not affiliated with, endorsed by, or published by the upstream provider.

Tools

  • nport_fund_owners(security, quarter?, limit?) — which funds and ETFs hold a stock or bond, ranked by position size. Takes a ticker, a company name, or a CUSIP.
  • nport_fund_portfolio(fund, quarter?, limit?) — one fund's reported positions, largest first.
  • nport_fund_profile(fund) — a fund's profile: ETF/index/money-market status, AUM, expense ratio, advisory fee, NAV/market price per share, and investment adviser(s). From SEC Form N-CEN, the annual fund census — see "Fund profile" below.
  • nport_holdings_coverage() — which N-PORT and N-CEN releases are loaded, how current they are, and what the data does not cover.

The inversion is the point of this pack

"Which ETFs hold the largest positions in NVDA?" returned no_match before this shipped, and the router explained the gap in its own words: it would have to check each ETF individually. edgar_fund_holdings goes fund → holdings. Nothing went security → funds, because SEC publishes N-PORT filing-first and so does every API over it. That is a shape problem, not a rate-limit problem.

This is not 13F warmed over. 13F is institutional managers over $100M, long US equity only. N-PORT is registered funds — mutual funds and ETFs — and carries their bond positions too. "Which funds hold this corporate bond" has no 13F answer at all.

Scope, stated because a partial load read as a complete one is a wrong answer

The quarterly archive is 441MB across 32 tables. Loaded: equity, preferred and debt positions — about 3.6M of the 5.35M holdings rows per quarter, across 14,416 funds. Not loaded: derivatives, loans, repos and structured products. A swap notional is not a holding of the underlying, and reporting it as one would be a wrong answer wearing a right one's clothes. Every response carries this in its scope field.

Two more caveats ride on every answer:

  • N-PORT is filed monthly but released publicly on a quarterly lag, roughly 60 days after the quarter ends. Responses carry as_of_period. An answer that implies real-time is wrong.
  • N-PORT has no ETF flag. These are registered funds, which include ETFs and mutual funds alike; the series name is the only hint. An ETF-only answer cannot be given honestly from this filing, so the pack says that rather than inventing the classification.

Where the data lives, and why it is not in R2

All of it is in Postgres. Measured on the live database, one release loaded:

tablerowson disk
sec_nport_holdings3,614,3711,123 MB
sec_nport_funds14,4168.9 MB

That is a real amount of Postgres for one pack, so the choice is worth stating rather than leaving for someone to rediscover at 3am.

The query is the reason. The inversion this pack exists for — *which funds hold this security* — is a selective lookup on cusip and issuer_name returning tens of rows out of 3.6M. That is precisely what a B-tree index is for: it answers in milliseconds and touches almost none of the 1.1GB. R2 has no indexes. Serving the same question from object storage means either scanning the objects or building a side index to point into them, which is a worse database than the one already here.

R2 earns its place when the access pattern is *bulk*: whole-file reads, archival quarters nobody queries interactively, or payloads too large to index usefully. A reasonable split later is hot quarters in Postgres, cold quarters in R2 — but that only pays once several quarters are loaded, and today exactly one is. Splitting now would add a storage tier to save nothing.

Where the line is, so the next person does not have to guess. Each quarter costs roughly 1.1GB. Around four to six loaded quarters this becomes the largest single consumer in the database and the cold-quarter split should be built rather than discussed. sec_13f_holdings sits at 3.8M rows for comparison — this pack is the same order of magnitude, not a new class of problem.

Fund profile, from a different filing (N-CEN, not N-PORT)

nport_fund_profile answers a different question than the other three tools: not "what does this fund hold" but "what *is* this fund". It reads SEC Form N-CEN, the annual fund census, which carries fields N-PORT's holdings filing does not:

  • An explicit ETF/exchange-traded-managed-fund/index/money-market/target-date flag — N-PORT has none of these; the series name is the only hint there.
  • Expense ratio (net annual operating expenses, percent of net assets) and advisory fee — populated mainly for closed-end funds; most open-end funds and ETFs leave these N-CEN items blank, and the tool reports that as null, never 0.
  • Investment adviser(s), by name, CRD number and LEI, including subadvisers.
  • AUM (monthly average net assets, or daily average for money market funds) and NAV/market price per share.

What it cannot answer: inception date. N-CEN's structured data set carries no such field — checked against SEC's own 53-table schema (ncen_readme.pdf) before this was built, not assumed. Every response says so explicitly rather than omitting the field.

Why this can be a year stale. N-CEN is filed annually, once per fund per fiscal year. SEC still releases the structured data quarterly because funds' fiscal year ends are spread across the calendar — one release quarter alone covers only the funds whose year ended in that window (measured against the live 2026q3 release: 2,330 of roughly 9-10k active funds). The ingest script loads a trailing four-quarter window for near-complete single-year coverage. report_ending_period on every response is the fund's own fiscal year end, not today.

ETFs organized as unit investment trusts (SPY, QQQ, DIA) ARE covered, through a separate N-CEN section. A UIT reports its fund-level data through N-CEN's Part F / UIT.tsv table (EXISTING_SERIES_CNT, TOTAL_ASSET_FOR_ALL_SERIES, keyed by accession only, no per-series row) rather than through Part C/D's FUND_REPORTED_INFO.tsv. nport_fund_profile tries Part C/D first and falls back to the UIT table when nothing matches there — verified live against SPDR S&P 500 ETF Trust (SPY, CIK 884394): its 2026 filing (accession 0001410368-26-023904) carries zero FUND_REPORTED_INFO rows but a UIT.tsv row reporting TOTAL_ASSET_FOR_ALL_SERIES of $712,072,540,255.17. A UIT profile returns fund_type: "unit investment trust", total assets, and administrators (a UIT has no investment adviser in the usual sense — it is passively administered) — but no expense ratio, advisory fee, or NAV/market price, because Part F does not report those items at all; uit_profile_note says so on every UIT response. Its N-PORT holdings are separately and fully covered by nport_fund_portfolio/nport_fund_owners (confirmed live: SPY is in sec_nport_funds under registrant "State Street(R) SPDR(R) S&P 500(R) ETF Trust").

Name matching is graded, never a silent best-guess. A query is matched against fund_name with ILIKE '%query%' over a wide candidate pool, then ranked client-side — exact (after normalizing punctuation and generic suffixes like "ETF"/"Trust"/"Fund") beats a prefix match, which beats a plain substring match. The response always carries name_match and, for anything short of exact, a name_match_note plus other_candidates (each with its own grade) — so a contains-match is never presented as *the* fund without saying so. Before this, ranking fell back to whichever ILIKE candidate had the most recent report_ending_period, which could and did pick an unrelated same-family fund over the one actually meant.

Ticker resolution

The holdings table keys on CUSIP, which is proprietary to CUSIP Global Services, so this pack does not build or cache a bulk CUSIP↔ticker table. A ticker-shaped input resolves live through OpenFIGI (Bloomberg FIGI, openly licensed) to a canonical company name, which is then matched against issuer_name in our own already-ingested rows — preferring the candidate that is not an ETF or option wrapper, because "NVDA" otherwise matches *Direxion Daily NVDA Bull 2X* right alongside NVIDIA and ranks them together. Same discipline as the 13F pack, deliberately.

Source

SEC Form N-PORT structured data (holdings) and SEC Form N-CEN structured data (fund profile) — both published by the U.S. Securities and Exchange Commission.

Quick Start

Add to your MCP client (Claude Desktop, Cursor, Windsurf, etc.):

{

"mcpServers": { "sec-nport": { "url": "https://gateway.pipeworx.io/sec-nport/mcp" } } }

What this endpoint actually serves

tools/list at https://gateway.pipeworx.io/sec-nport/mcp returns the tools in the table above plus the shared Pipeworx meta-tools — ask_pipeworx, discover_tools, search_within, remember/recall and the rest of the gateway-wide set. So the tool count you see is larger than this table: a single-pack endpoint currently lists roughly 30 shared tools alongside the pack's own. The connection's initialize response states its exact scope, and is the authoritative answer for a given day.

This is deliberate, not multiplexing by accident. The meta-tools are what let a scoped connection answer a question this pack does not cover — via ask_pipeworx, which routes across the whole catalog — without you adding a second MCP server. There is currently no way to mount a pack endpoint without them; if the extra schemas cost you more context than the routing is worth, connect to the full gateway once rather than to several pack endpoints.

Or connect to the full Pipeworx gateway to get every pack's tools listed directly, instead of just this one's:

{

"mcpServers": { "pipeworx": { "url": "https://gateway.pipeworx.io/mcp" } } }

Both URLs reach the same gateway and the same 1866+ data sources. The only difference is which pack's tools are listed directly; ask_pipeworx reaches all of them from either one.

No MCP client? Call it over HTTP

curl -X POST https://gateway.pipeworx.io/v1/tools/nport_fund_owners \

-H 'Content-Type: application/json' \ -d '{"security":"NVDA","limit":10}'

No account needed for the first calls. Inspect any tool: GET https://gateway.pipeworx.io/v1/tools/nport_fund_owners. Find one: POST https://gateway.pipeworx.io/v1/tools/search_packs with {"query":"..."}.

Run it from npm

@pipeworx/mcp-sec-nport is a local stdio bridge to the Pipeworx gateway: your MCP client starts it with npx, and it forwards every call to the same https://gateway.pipeworx.io/sec-nport/mcp endpoint shown above. It needs network access; there is no offline mode.

{

"mcpServers": { "sec-nport": { "command": "npx", "args": ["-y", "@pipeworx/mcp-sec-nport"] } } }

Without a key it calls anonymously, capped at 50 calls a day. A free account raises that to 200 a day: get a key at https://pipeworx.io/signup and add "env": { "PIPEWORX_API_KEY": " " } to the server entry. The key is sent as a Bearer token, the same way a hosted connection sends it, so calls are metered and billed exactly as they are there.

It lists only this pack's tools by default. Set PIPEWORX_META_TOOLS=1 to also list ask_pipeworx and the other gateway-wide tools.

Behind an HTTPS proxy: Node's built-in fetch does not read HTTPS_PROXY by default. Newer Node releases honour it when NODE_USE_ENV_PROXY=1 is set; check your Node version's documentation.

Using with ask_pipeworx

Instead of calling tools directly, you can ask q

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