Ko Financial Data

by SharpLu

355 downloads

Not rated

GitHub

About

Real SEC, 13F, insider, congress & macro data your AI agent can cite. 24 tools — institutional holdings, insider & congress trades, spot-Bitcoin-ETF ownership, financials, and Treasury/Fed/BLS macro. Hosted Streamable HTTP, free tier (200 calls/day).

Details

Author: SharpLu
Downloads: 355
Categories: Search, Finance

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

Download and install Highlight from highlightai.com/download
Navigate to the plugins tab and select "Add Custom Plugin"
Configure the plugin with the settings below

Plugin Name Ko Financial Data

Command (node, npx, python, etc.)

Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
Enable "Start Automatically" if you want the plugin to start when Highlight launches

Setting up with Cursor

Open Cursor's settings
Navigate to the MCP section
Click "Add new Global MCP server"
Copy and paste the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "ko financial data": {
            "ko-financial-data": {
                "url": "https://mcp.ko.io/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "ko financial data": {
            "ko-financial-data": {
                "url": "https://mcp.ko.io/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "ko financial data": {
            "ko-financial-data": {
                "url": "https://mcp.ko.io/mcp"
            }
        }
    }
}

Setting up with Claude Desktop

Open Claude Desktop's settings
Go to the Integrations tab
Click "Add MCP Server"
Use the configuration below based on your operating system

Note: Make sure Claude Desktop is running before attempting to connect.

JSON

{
    "mcpServers": {
        "ko financial data": {
            "ko-financial-data": {
                "url": "https://mcp.ko.io/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "ko financial data": {
            "ko-financial-data": {
                "url": "https://mcp.ko.io/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "ko financial data": {
            "ko-financial-data": {
                "url": "https://mcp.ko.io/mcp"
            }
        }
    }
}

Setting up with Windsurf

Open Windsurf's preferences
Go to the Integrations section
Click "Add MCP Integration"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "ko financial data": {
            "ko-financial-data": {
                "url": "https://mcp.ko.io/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "ko financial data": {
            "ko-financial-data": {
                "url": "https://mcp.ko.io/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "ko financial data": {
            "ko-financial-data": {
                "url": "https://mcp.ko.io/mcp"
            }
        }
    }
}

Setting up with Cline

Open Cline's settings
Navigate to the Integrations section
Click "Add MCP Server"
Copy and paste the configuration below based on your operating system

Note: Make sure to restart Cline after adding the configuration.

JSON

{
    "mcpServers": {
        "ko financial data": {
            "ko-financial-data": {
                "url": "https://mcp.ko.io/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "ko financial data": {
            "ko-financial-data": {
                "url": "https://mcp.ko.io/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "ko financial data": {
            "ko-financial-data": {
                "url": "https://mcp.ko.io/mcp"
            }
        }
    }
}

Setting up with Goose

Open Goose's preferences
Go to the Integrations tab
Select "MCP Servers"
Click "Add New Server"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "ko financial data": {
            "ko-financial-data": {
                "url": "https://mcp.ko.io/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "ko financial data": {
            "ko-financial-data": {
                "url": "https://mcp.ko.io/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "ko financial data": {
            "ko-financial-data": {
                "url": "https://mcp.ko.io/mcp"
            }
        }
    }
}

`get_institution_holdings`

Get current stock holdings of an institutional investor (hedge fund, mutual fund, pension fund) from their latest SEC 13F filing. Returns top positions with share counts, values, and quarter-over-quarter changes.

`list_institutions`

List top institutional investors (hedge funds, mutual funds, etc.) tracked in the SEC 13F database. Supports search by name and pagination.

`get_stock_profile`

Get a company's profile — sector, market cap, price, P/E ratio, 52-week range, beta, dividend yield, and other key financials.

`get_stock_holders`

Get top institutional holders of a stock from SEC 13F filings. Shows which hedge funds, mutual funds, and pension funds own the most shares, with quarter-over-quarter changes.

`get_stock_activity`

Get institutional buying/selling activity trend for a stock over multiple quarters. Shows how many institutions are buying vs selling, net share changes, and value flows — useful for detecting accumulation or distribution patterns.

`get_stock_price`

Get historical daily stock prices (OHLC). Returns a summary by default; set series=true to get the full daily price series (for backtesting / charting).

`get_insider_trades`

Get insider/executive stock trades (SEC Form 4) for a company. Shows CEO, CFO, directors, and other officers buying or selling their own company's stock — a key signal for institutional investors.

`list_insider_traders`

List executives/insiders who have recently traded their company stock. Filter by role (CEO only or all executives). Useful for finding notable insider buying/selling activity across the market.

`get_congress_trades`

Search individual stock trades disclosed by U.S. Congress members (House and Senate) under the STOCK Act. Returns a markdown table of transactions: member name, chamber, ticker, buy/sell type, transaction date, disclosure date (the gap between the two reveals reporting delay), dollar amount range, and owner (self/spouse/joint). Use for questions like 'What did Nancy Pelosi trade recently?', 'Which members bought NVDA?', or 'Show the largest Senate trades this quarter'. Filter by chamber, party, state, ticker, or member name; sort by traded value, trade count, or recency. For one member's profile and complete trading history, use get_congress_member instead.

`get_congress_member`

Get detailed trading history of a specific U.S. Congress member. Shows individual trades with transaction types, amounts, and disclosure dates.

`search`

Search across institutions, stocks, and insider traders in the ko.io SEC database. Institutions match by firm name OR manager name ('Seth Klarman' -> Baupost, 'Ackman' -> Pershing Square; person hits carry matched_person). Use this first when you have a name but need the CIK number, ticker, or slug to use with other tools.

`get_form144_notices`

Get SEC Form 144 filings — notices of proposed sale of restricted/controlled securities by insiders. Filed before selling, these signal upcoming insider sales. Complements Form 4 (post-trade) with pre-trade intent.

`sec_list_filings`

List an entity's SEC filings from EDGAR (most recent first), each with its accession number. Provide the company's CIK (use search or get_stock_profile to find it). Returns accession numbers to pass to sec_get_filing_index / sec_get_filing_document.

`sec_get_filing_index`

Enumerate every file in a single SEC filing (primary document, exhibits, images, XBRL, the full .txt submission). Pass a file name from here to sec_get_filing_document.

`sec_get_filing_document`

Get a source document from a SEC filing, served by ko.io. Returns a ko.io LINK to the rendered document (open in a browser) plus, optionally, an extracted text excerpt. Never returns the whole file — for full content, open the link or request a specific section.

`get_stock_financials`

Get quarterly or annual financial statements for a company (revenue, net income, EPS, margins, cash flow, debt ratios) from SEC 10-K/10-Q filings.

`get_treasury_yields`

Get U.S. Treasury yield curve data — daily yields for maturities from 1-month to 30-year. Essential for understanding interest rate environment and yield curve shape.

`get_fed_rates`

Get daily U.S. policy and money-market interest rates as a markdown table: Effective Fed Funds Rate, SOFR, Prime Rate, and benchmark Treasury yields (3M, 2Y, 10Y, 30Y) per date, newest first. Use for monetary-policy questions like 'Where is the Fed funds rate now?' or 'How has SOFR moved this quarter?', or to compare policy rates against long-end yields for inversion analysis. Covers up to 10 years of daily history. For the full Treasury curve across all maturities, use get_treasury_yields instead.

`get_economic_indicators`

Get U.S. economic indicators from BLS — CPI (inflation), PPI (producer prices), Non-farm Payrolls (employment), Unemployment Rate, JOLTS. Filter by category.

`get_ftd_data`

Get SEC Failures-to-Deliver (FTD) data for a stock. High FTD quantities may indicate naked short selling or settlement issues.

`get_financial_stress`

Get the OFR Financial Stress Index — a daily indicator of stress in global financial markets. Values above 0 indicate above-average stress.

`get_crypto_exposure`

Get a market-wide summary of institutional exposure to US spot crypto ETFs (Bitcoin ETF complex: IBIT, FBTC, GBTC, etc.) from the latest quarter of SEC 13F filings. Returns total institutional USD held, quarter-over-quarter change, and a per-ETF breakdown (holders, USD, QoQ).

`get_crypto_holders`

List institutional investors holding US spot crypto ETFs (Bitcoin ETF complex), ranked by total USD held, from the latest quarter of SEC 13F filings. Optionally filter to holders of a specific ETF via the `product` parameter (e.g. 'IBIT').

`get_crypto_holder`

Get one institution's spot crypto-ETF holdings (Bitcoin ETF complex): its per-ETF positions in the latest filed quarter (shares, USD, QoQ change, action) plus its rank among all crypto-ETF holders. Use a CIK number (find it with get_crypto_holders or the search tool).

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

{
    "mcpServers": {
        "ko financial data": {
            "ko-financial-data": {
                "url": "https://mcp.ko.io/mcp"
            }
        }
    }
}

McpServers

{
    "ko-financial-data": {
        "url": "https://mcp.ko.io/mcp"
    }
}

No reviews yet — be the first

Use Google, GitHub, or an email account so ratings stay tied to real people.

Email sign in

No reviews posted yet.

About

Details

Jump to

Setting up with Highlight

get_institution_holdings

list_institutions

get_stock_profile

get_stock_holders

get_stock_activity

get_stock_price

get_insider_trades

list_insider_traders

get_congress_trades

get_congress_member

search

get_form144_notices

sec_list_filings

sec_get_filing_index

sec_get_filing_document

get_stock_financials

get_treasury_yields

get_fed_rates

get_economic_indicators

get_ftd_data

get_financial_stress

get_crypto_exposure

get_crypto_holders

get_crypto_holder

Claude Desktop / Cursor

McpServers

Install

More like this

Brave Search

🔎 GPT Researcher

Github SSE

AWS MCP Servers

Yoyo

whatsapp-mcp

`get_institution_holdings`

`list_institutions`

`get_stock_profile`

`get_stock_holders`

`get_stock_activity`

`get_stock_price`

`get_insider_trades`

`list_insider_traders`

`get_congress_trades`

`get_congress_member`

`search`

`get_form144_notices`

`sec_list_filings`

`sec_get_filing_index`

`sec_get_filing_document`

`get_stock_financials`

`get_treasury_yields`

`get_fed_rates`

`get_economic_indicators`

`get_ftd_data`

`get_financial_stress`

`get_crypto_exposure`

`get_crypto_holders`

`get_crypto_holder`