Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
제작자가 쓴 설명(영어 원문)
Real-time SEC Form 4, Form 144, 13F-HR & congressional STOCK Act insider data. 39 tools + 6 prompts.
이 세 가지는 절대 하나의 점수로 합치지 않아요. 의견, 측정, 인기는 서로 다른 것이니까요.
이 서버는 아직 쉬운 말로 된 요약을 쓰지 못했어요. 아래는 레지스트리에서 읽어 온 사실이에요.
쓰고 있는 AI 앱을 고른 다음 설정을 복사하세요.
FORM4API_KEY비밀로 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.
Claude Desktop → Settings → Developer → Edit Config를 열고 claude_desktop_config.json에 이 내용을 붙여 넣으세요
{
"mcpServers": {
"form4api": {
"command": "npx",
"args": [
"-y",
"form4api-mcp"
],
"env": {
"FORM4API_KEY": "your-value"
}
}
}
}터미널에서 이 명령어를 실행하세요
claude mcp add form4api --env FORM4API_KEY=your-value -- npx -y form4api-mcp실행하기 전에 빈 값을 채워 주세요.
프로젝트의 .cursor/mcp.json 또는 ~/.cursor/mcp.json에 붙여 넣으세요
{
"mcpServers": {
"form4api": {
"command": "npx",
"args": [
"-y",
"form4api-mcp"
],
"env": {
"FORM4API_KEY": "your-value"
}
}
}
}브라우저가 앱을 열지 물어본 다음, 앱이 설정을 보여 주고 확인을 요청해요. 키 값은 비워 두니 직접 입력하세요.
프로젝트의 .vscode/mcp.json에 붙여 넣으세요
{
"servers": {
"form4api": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"form4api-mcp"
],
"env": {
"FORM4API_KEY": "your-value"
}
}
}
}브라우저가 앱을 열지 물어본 다음, 앱이 설정을 보여 주고 확인을 요청해요. 키 값은 비워 두니 직접 입력하세요.
이 서버는 내 컴퓨터에서 실행되는데, ChatGPT는 인터넷에 있는 서버에만 연결할 수 있어요. 다른 앱을 고르세요.
선택한 앱은 이 기기의 쿠키에만 저장돼요. 계정은 필요 없어요.
이 설정은 제작자의 레지스트리 정보로 만들었어요. README와 다르면 README를 따르세요.
내 컴퓨터에서 실행돼요. 설치하면 AI 앱에 도구 목록이 나타나요.
누구나 볼 수 있는 정보를 점검했고, 코드는 읽지 않았어요. 해당하지 않는 항목은 개수에서 뺐어요. · 2026년 11월 6일 점검
레지스트리 이름이 GitHub 계정 theodor90 기준으로 확인되었고, 이 계정이 저장소를 소유하고 있어요
아직 GitHub에서 이 저장소를 읽어 오지 않았어요
아직 GitHub에서 이 저장소를 읽어 오지 않았어요
내 컴퓨터에서 실행되는 서버라 인터넷 엔드포인트가 없어요
내 컴퓨터에서 실행되며, 대신 로컬 설정을 사용해요
내 컴퓨터에서 실행돼요. 도구 목록은 인터넷 엔드포인트가 있는 서버에서만 읽을 수 있어요
레지스트리에서 이 카테고리의 활성 서버 전체와 비교했어요. 스타는 게시자가 저장소를 소유한 경우에만 세요.
해당하는 기본 점검 1개 중 1개를 통과했어요. 코드는 읽지 않았어요. 키나 토큰을 넣기 전에 서버가 어떤 권한을 요구하는지 확인하고, 꼭 필요한 권한만 있는 키를 쓰세요.
입력해야 할 값: FORM4API_KEY
내 컴퓨터에서 실행돼요. AI 앱이 필요할 때 실행하고, 데이터는 제작자의 서버를 거치지 않아요(서버 자체가 온라인 서비스를 호출하는 경우는 제외).
GitHub 저장소는 마지막으로 – 변경됐고, 최신 버전(1.17.0)은 23일 전 레지스트리에 올라왔어요.
Claude Desktop, Claude Code, Cursor, VS Code처럼 MCP를 지원하는 앱에서 쓸 수 있어요. 내 컴퓨터에 Node.js도 있어야 해요.
같은 카테고리에는: Finance Toolkit, SolidInvoice, Korea Tax Calculator
같은 카테고리에서 다른 제작자가 만든 서버예요. 스타 순으로 정렬했어요.
카드 보는 법:★ GitHub 스타i세 기둥: 리뷰 · 점검 · 사용 정도i업데이트 = 최신 버전을 레지스트리에 공개한 날i
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.
제작자의 저장소에서 쓰인 그대로 가져왔어요. PopNx MCP가 검토하거나 보증한 내용이 아니에요. HTML, 이미지, 스크립트는 제거했어요. 링크를 누르면 이 사이트를 벗어나요.
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
앞부분만 보여 드려요. 나머지는 저장소에서 읽어 보세요