KitScout

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HoldingsIntel

MCP serverVerified domain · holdingsintel.comRemote● LiveFree to try

Hedge fund 13F holdings, insider trades, activist stakes and Congress trades, in one Verdict.

Install

Remote server: your requests and data go to mcp.holdingsintel.com. Claude Code: claude mcp add --transport http holdingsintel https://mcp.holdingsintel.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.

  • analyze_stock — Returns the Smart Money Verdict for a single stock: a synthesized signal from 13F institutional positioning, Form 4 insider trades, 13D/13G
  • analyze_fund — Returns a filing-bound hedge-fund profile with current rating, DNA, and tracked-holdings in-profit enrichment when available. WHEN TO USE: U
  • find_signals — Screens for stocks or fund moves matching a signal type. Use this when the user wants a list, not a single stock. WHEN TO USE: User asks for
  • compare_funds — Side-by-side comparison of 2-3 hedge funds on one real common 13F quarter: holding overlap (Jaccard similarity), DNA similarity, ratings, wi
  • clone_fund — Backtests a disclosed hedge-fund cloning strategy across completed 13F disclosure intervals without look-ahead. WHEN TO USE: User wants to k
  • search_filers — Searches funds by name and returns canonical CIKs for discovery or disambiguation. WHEN TO USE: The user asks to find funds, a partial name
  • search_securities — Searches stocks by ticker or company name and returns canonical security identities. WHEN TO USE: The user asks to find stocks, a company na
  • list_quarters — Returns every processed 13F quarter with reported and prior-quarter filer counts, a default_ready selection heuristic, and whether the curre
  • get_congress_trades — Returns official financial disclosures from Congress and the OGE executive-branch feed. It defaults to Congress; branch selects Congress, ex
  • analyze_politician — Returns a single politician's profile, trading performance, and notable trades, based on their official financial disclosures. WHEN TO USE:
  • get_insider_trades — Returns completed current corporate-insider non-derivative Form 4 transactions filed since August 24, 2026. With no identity filter, returns
  • get_activist_stakes — Returns SEC Schedule 13D/13G large-ownership filings. With no identity filter, returns the global recent-filing feed; optionally filter by o
  • get_fund_holdings — Returns all disclosed positions currently processed for a hedge fund and quarter, paginated. WHEN TO USE: User wants every currently process
  • get_stock_holders — Returns every available active cash-equity 13F holder position for one stock and one quarter, using cursor pagination. WHEN TO USE: The user
  • get_13f_activity — Returns every available changed 13F position for exactly one fund or one stock in one quarter, using cursor pagination. WHEN TO USE: The use
  • get_my_mcp_status — Returns the current caller's authentication method, HoldingsIntel access tier, and exact daily MCP quota usage. This read-only status check

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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