KitScout

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FolioFact

MCP serverVerified domain · foliofact.comRemote● LiveFree to try

Read-only value-investing fund, holdings, financial, options, and insider research.

Install

Remote server: your requests and data go to foliofact.com. Claude Code: claude mcp add --transport http foliofact https://foliofact.com/mcp · Claude app: Settings → Connectors → Add custom connector.

What it can do

The tools this server listed when we connected to it, in its own words.

  • search — Bounded cross-domain search: funds by name, stocks by ticker/name, and insider transactions by owner. The same scopes the web search uses. A
  • get_fund — One fund's latest filing and its investors.
  • fund_holdings — A fund's current portfolio positions with quarter-over-quarter change.
  • fund_history — Quarter-by-quarter filing history and a summary (turnover, concentration, favorites).
  • get_stock — One company as held by tracked funds: holders, values, and last-quarter moves.
  • get_investor — One investor's portfolio links (funds they run or back) and featured fund.
  • insider_feed — Recent Form 4/5 insider transactions across all held stocks, newest first. Filterable by transaction type and owner. Page 2+ requires FolioF
  • fetch_page — Fetches an allowlisted public page as markdown/text: published blog posts (/blog/:slug), static pages (e.g. /agents, /api-docs, /about), and
  • stock_earnings — The latest cited AI Earnings Report for one stock (or a stable period with `period`). Requires FolioFact Pro.
  • stock_financials — Financial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro.
  • stock_insiders — Recent Form 4/5 insider transactions for one company. Requires FolioFact Pro.
  • stock_options — Daily 30-day implied volatility history for one company. Requires FolioFact Pro.
  • compare_stocks — Aligned multi-stock comparison: valuation, latest financial point, fund conviction, and insider activity. Requires FolioFact Pro.

KitScout test notes

Not tested by KitScout yet. When our harness runs it, pros, cons and the tasks we tried appear here, with the date and evidence.

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