Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者提供的说明(英文原文)
Real-time SEC Form 4, Form 144, 13F-HR & congressional STOCK Act insider data. 39 tools + 6 prompts.
这三项永远不会合并成一个分数:意见、测量和人气是不同的东西。
我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。
选择你使用的 AI 应用,然后复制设置。
FORM4API_KEY标为机密的值是你账户的钥匙。千万不要分享给别人,也不要粘贴到聊天里。
你需要
你用的是哪个应用?
在上方选择你的应用。我们会记住它,下次按钮会显示“安装到 …”。
打开 Claude Desktop → Settings → Developer → Edit Config,把下面的内容粘贴到 claude_desktop_config.json
{
"mcpServers": {
"form4api": {
"command": "npx",
"args": [
"-y",
"form4api-mcp"
],
"env": {
"FORM4API_KEY": "your-value"
}
}
}
}在终端中运行这条命令
claude mcp add form4api --env FORM4API_KEY=your-value -- npx -y form4api-mcp运行前请先填写空着的值。
粘贴到项目中的 .cursor/mcp.json,或 ~/.cursor/mcp.json
{
"mcpServers": {
"form4api": {
"command": "npx",
"args": [
"-y",
"form4api-mcp"
],
"env": {
"FORM4API_KEY": "your-value"
}
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
粘贴到项目中的 .vscode/mcp.json
{
"servers": {
"form4api": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"form4api-mcp"
],
"env": {
"FORM4API_KEY": "your-value"
}
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
这个服务器在你的电脑上运行,而 ChatGPT 只能连接互联网上的服务器。请选择其他应用。
你的选择通过 Cookie 保存在这台设备上,无需账户。
这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同,请以 README 为准。
它在你的电脑上运行;安装后,工具列表会显示在你的 AI 应用中。
我们检查的是任何人都能看到的信息;我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月7日
注册名称已通过 GitHub 账户 theodor90 验证,该账户拥有此仓库
我们还没有从 GitHub 读取这个仓库
我们还没有从 GitHub 读取这个仓库
它在你的电脑上运行,没有互联网端点
在你的电脑上运行,改用本地设置
它在你的电脑上运行;我们只能读取互联网端点的工具列表
与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时,星标数才计入。
它在 1 项适用的基础检查中通过了 1 项。我们没有阅读代码。在添加密钥或令牌之前,请先看看这个服务器要求哪些权限,并使用只具备所需权限的密钥。
你需要填写:FORM4API_KEY
它在你的电脑上运行。你的 AI 应用会在需要时启动它,数据不会经过作者的服务器(除非它自己调用在线服务)。
GitHub 仓库最后更新于–,最新版本(1.17.0)于23天前进入注册中心。
支持 MCP 的应用,例如 Claude Desktop、Claude Code、Cursor 和 VS Code。你的电脑上还需要有 Node.js。
同一分类中有:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同一分类中其他作者的服务器,按星标数排序。
如何看卡片:★ GitHub 星标i三大支柱:评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i
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.
按原文从作者的仓库复制。PopNx MCP 没有审查或背书其内容。HTML、图片和脚本已被移除。链接会离开本站。
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
只显示了开头部分;其余内容请在仓库中阅读