[](LICENSE) [](https://modelcontextprotocol.io) [](https://registry.modelcontextprotocol.io/v0/servers?search=profitelligence) **Financial intelligence for AI agents.** Give Claude access to insider trading data, SEC filings, economic indicators, and multi-signal analysis โ all through a single MCP server. [Get Started Free](https://profitelligence.com) ยท [View Pricing](https://profitelligence.com/pricing) --- ## Why Profitelligence? Traditional financial APIs return mountains of raw data. Your AI agent burns through tokens parsing CSVs, making repeated calls, and piecing together context. **Profitelligence is different.** We provide **semantically dense, LLM-optimized responses** designed for AI agents: | Traditional MCP Servers | Profitelligence MCP | |------------------------|---------------------| | Many narrow tools (10-20+) | **7 powerful tools** with rich filtering | | Raw data dumps | **Pre-contextualized intelligence** | | Multiple calls to answer one question | **One call, complete answer** | | Token-heavy responses | **Optimized for token efficiency** | | Complex tool orchestration | **Agent has full control** | ### What You Get - **Insider Trading Intelligence** โ Form 4 filings with entity search ("find Warren Buffett's trades") - **SEC Filing Analysis** โ AI-summarized 8-K events with impact scoring - **Market Data** โ Company profiles, OHLC prices, sector/industry context - **Economic Indicators** โ Federal Reserve (FRED) data for macro context - **Multi-Signal Analysis** โ Opportunity scoring that combines insider activity + SEC events + price action (PRO) ### Safe by Design This MCP server is a **thin, stateless layer** over Profitelligence's REST APIs: - โ **Read-only** โ No ability to modify your account or execute trades - โ **No data storage** โ Responses flow through, nothing is cached locally - โ **Documented** โ Every tool, argument, and response format is specified in this repo - โ **Your API key** โ You control access; revoke anytime from your dashboard --- ## Quick Start ### Option A: Connect via MCP Directory (Recommended) The easiest way to get started: 1. Visit the [Anthropic MCP Directory](https://claude.ai/connectors) 2. Find and click **Profitelligence** 3. Complete OAuth authentication with your Google account 4. Start asking financial questions! No API key needed โ authentication is handled automatically. --- ### Option B: Manual Setup with API Key #### 1. Create a Free Account Sign up at **[profitelligence.com](https://profitelligence.com)** โ no credit card required. The free tier includes: - Access to top 500 stocks by volume - Insider trading data (Form 4) - SEC 8-K filing summaries - Economic indicators (FRED) - 250 API calls/day #### 2. Get Your API Key Generate an API key from your [account dashboard](https://profitelligence.com/account/api-keys). #### 3. Add to Claude **Claude Desktop (easiest):** Go to **Settings โ Connectors โ Add Custom Connector** and paste this URL: ``` https://mcp.profitelligence.com/mcp?apiKey=YOUR_API_KEY ``` Replace `YOUR_API_KEY` with your key (e.g. `pk_live_abc123...`). That's it โ start chatting. **Claude Desktop (config file alternative):** Add to `~/Library/Application Support/Claude/claude_desktop_config.json`: ```json { "mcpServers": { "profitelligence": { "url": "https://mcp.profitelligence.com/mcp?apiKey=YOUR_API_KEY", "transport": "streamable-http" } } } ``` **Claude Code (one-liner):** ```bash claude mcp add profitelligence --transport http \ https://mcp.profitelligence.com/mcp \ --header "X-API-Key: YOUR_API_KEY" ``` That's it! Ask Claude: *"What insider buying happened in tech stocks this week?"* --- ## Pricing & Tiers | Feature | Free | PRO ($4.99/mo) | Elite ($9.99/mo) | |---------|------|----------------|------------------| | Stock coverage | Top 500 | Top 6,000 | All stocks | | API calls | 250/day | 1,000/day | 10,000/day | | Insider trading (Form 4) | โ | โ | โ | | SEC 8-K summaries | โ | โ | โ | | Economic indicators | โ | โ | โ | | Opportunity scoring | โ | โ | โ | | Multi-signal analysis | โ | โ | โ | | Alert subscriptions | โ | 10 alerts | Unlimited | | Priority support | โ | โ | โ | **Early adopter pricing** โ $4.99/mo PRO and $9.99/mo Elite rates are locked in for the first 1,000 users (regular: $10/mo and $29/mo). [Upgrade anytime](https://profitelligence.com/pricing). --- ## Available Tools 7 tools designed for maximum token efficiency. Each answers complete questions with rich, contextual responses: | Tool | Purpose | Example Query | |------|---------|---------------| | `pulse()` | Market snapshot | "What's happening in the market right now?" | | `investigate(subject)` | Deep research | "Tell me about NVDA's insider activity" | | `screen(focus)` | Opportunity scanning | "Find tech stocks with insider buying" | | `assess(symbol)` | Position health check | "How is my AAPL position doing?" | | `institutional(query_type)` | 13F intelligence | "What is Berkshire buying?" | | `search(q)` | Semantic search | "Find CEO resignation filings" | | `service_info()` | Account & service info | "What's my subscription tier?" | --- ## Usage Examples ### Example 1: Get Market Overview **User prompt:** "What's happening in the market right now?" **What happens:** - Server calls `pulse()` tool - Returns current market movers (gainers, losers, volume leaders) - Shows recent high-impact SEC 8-K filings with AI-generated summaries - Lists notable insider transactions from Form 4 filings - Provides key economic indicators from FRED ### Example 2: Research a Company **User prompt:** "Tell me about NVIDIA's insider activity and recent filings" **What happens:** - Server calls `investigate("NVDA")` tool - Returns company profile with sector, market cap, and CEO - Shows price history and technical signals - Lists recent 8-K material events with impact scores - Provides Form 4 insider transaction summary and sentiment - Includes latest financials from 10-K/10-Q filings ### Example 3: Find Investment Opportunities **User prompt:** "Find tech stocks where insiders are buying" **What happens:** - Server calls `screen(focus="insider", sector="Technology")` tool - Scans market for insider buying clusters in Technology sector - Returns ranked list of opportunities with transaction details - Shows insider names, roles, and transaction values - Provides opportunity scores based on multi-signal analysis ### Example 4: Track Institutional Investors **User prompt:** "What is Berkshire Hathaway buying?" **What happens:** - Server calls `institutional("manager", identifier="Berkshire")` tool - Uses fuzzy search to find matching institutional manager - Returns top holdings from latest 13F filing - Shows recent position changes (new buys, additions, exits) - Lists high-conviction positions (5%+ of portfolio) --- ## Tool Reference Understanding **when** to use each tool is key to getting the best results. Here's the mental model: ### `pulse()` โ What's happening right now? **Use when:** User wants a market overview without a specific company in mind. **Returns:** Market movers, recent high-impact 8-K filings, notable insider trades, key economic indicators. **No parameters.** Just call it. ``` pulse() ``` **Best for:** Starting a session, getting oriented, "what should I look at today?" --- ### `investigate(subject)` โ Deep dive on a specific entity **Use when:** User names a specific company, insider, or sector they want to research. **Auto-detects entity type:** - Stock symbols (`AAPL`, `NVDA`) โ Company research - CIK numbers (`0001067983`) โ Insider research - Sector names (`Technology`) โ Sector analysis **Returns for companies:** - Profile, price history, material events (8-K filings) - Insider intelligence (Form 4 summary + recent transactions) - Financials (income statement, balance sheet, cash flow from 10-K/10-Q) - Opportunity signals, technical indicators ``` investigate("AAPL") # Company investigate("0001067983") # Warren Buffett by CIK investigate("Technology", entity_type="sector") # Sector ``` **Best for:** "Tell me about X", "What's going on with X?", research before a decision. --- ### `screen(focus)` โ Find opportunities across the market **Use when:** User wants to discover stocks matching certain criteria, not research a specific one. **Parameters:** - `focus`: What signal to screen for - `"all"` โ Everything (default) - `"multi_signal"` โ Stocks with multiple confirming signals - `"insider"` โ Insider buying clusters - `"events"` โ High-impact 8-K filings - `sector`: Filter to a sector (e.g., `"Technology"`) - `min_score`: Minimum opportunity score (0-100) - `days`: Lookback period (default 7) - `limit`: Max results (default 25) ``` screen() # Everything screen(focus="insider", sector="Technology") # Tech insider buying screen(focus="events", days=14) # Recent material events ``` **Best for:** "What opportunities are out there?", "Find me stocks where insiders are buying." --- ### `assess(symbol)` โ Health check for a position you own **Use when:** User owns a stock and wants to evaluate whether to hold, add, or sell. **Returns:** - Current price action and technical signals - Recent material events (8-K filings) - Insider sentiment (are insiders buying or selling?) - Institutional sentiment (13F accumulation/distribution) - Financials snapshot - Risk factors ``` assess("NVDA") assess("AAPL", days=90) # Longer lookback ``` **Best for:** Portfolio review, "How's my position in X?", "Should I be worried about X?" --- ### `institutional(query_type)` โ 13F institutional investor intelligence **Use when:** User wants to know what big money is doing. **Query types:** - `"manager"` โ Profile a specific fund (by name or CIK) - `"security"` โ Who owns a specific stock? - `"signal"` โ Find stocks with institutional flow patterns **Signal types** (for `query_type="signal"`): - `"accumulation"` โ Stocks institutions are buying - `"distribution"` โ Stocks institutions are selling - `"conviction"` โ High conviction positions (5%+ of portfolio) - `"new"` โ Fresh institutional positions ``` institutional("manager", identifier="Citadel") # What does Citadel own? institutional("security", identifier="NVDA") # Who owns NVIDIA? institutional("signal", signal_type="accumulation") # Smart money buying ``` **Best for:** "What is Berkshire buying?", "Who owns NVDA?", "Follow the smart money." --- ### `search(q)` โ Find anything across the platform **Use when:** User is looking for something specific but doesn't know where it is. **Searches across:** - SEC 8-K filings (with LLM-extracted insights) - Companies (by name or symbol) - Insiders (executives, directors) - Institutional managers (13F filers) **Parameters:** - `q`: Search query (min 2 chars) - `entity_type`: Filter results โ `"filing"`, `"company"`, `"insider"`, `"manager"` - `sector`: Filter by sector - `impact`: Filter filings by impact level โ `"HIGH"`, `"MEDIUM"`, `"LOW"` - `limit`: Max results (default 20, max 100) ``` search("CEO resignation") # Find CEO departure filings search("NVIDIA", entity_type="company") # Find NVIDIA search("Buffett", entity_type="insider") # Find Warren Buffett search("activist", entity_type="manager") # Find activist funds search("acquisition", sector="Technology", impact="HIGH") # High-impact tech M&A ``` **Best for:** "Find filings about X", "Search for Y", discovery when you're not sure where to look. --- ### `service_info(info_type)` โ Account and service information **Use when:** User asks about their subscription, features, or the service itself. **Info types:** - `"overview"` โ Service description and capabilities (default) - `"profile"` โ User's subscription tier, features, account status - `"pricing"` โ Subscription tiers and pricing - `"capabilities"` โ Available tools and data sources - `"status"` โ Server health and configuration ``` service_info() # Overview service_info("profile") # Your account service_info("pricing") # Pricing info ``` **Best for:** "What can you do?", "What's my tier?", "How much does PRO cost?" --- ## Tool Selection Guide | User Intent | Tool | |-------------|------| | "What's happening?" / "Market overview" | `pulse()` | | "Tell me about [company/insider/sector]" | `investigate()` | | "Find stocks where..." / "What opportunities..." | `screen()` | | "How's my [position]?" / "Should I worry about..." | `assess()` | | "What is [fund] buying?" / "Who owns [stock]?" | `institutional()` | | "Search for..." / "Find filings about..." | `search()` | | "What's my tier?" / "What can you do?" | `service_info()` | --- ### MCP Prompts Pre-built research workflows that produce complete reports: - `insider_activity_report` โ Insider trading analysis for a symbol - `sec_filing_intelligence_report` โ 8-K filing analysis - `macro_market_conditions_report` โ Economic backdrop - `influential_investor_research` โ Smart money deep dive - `sector_opportunity_scan` โ Multi-signal sector analysis - `quarterly_stock_checkup` โ Portfolio position review --- ## About This Repository The Profitelligence MCP server runs as a hosted remote service at `https://mcp.profitelligence.com/mcp`. This repository is its public home: - **Tool documentation** โ the full argument and response reference above - **`server.json`** โ the [MCP registry](https://registry.modelcontextprotocol.io) manifest - **Client setup** โ ready-to-paste configuration in [Quick Start](#quick-start) - **Security policy** โ see [SECURITY.md](https://github.com/profitelligence/profitelligence-mcp-server/blob/HEAD/SECURITY.md) There is nothing to install or run from here. Connect a client to the hosted endpoint with your API key and you have the full server. --- ## Privacy Policy See our privacy policy: [profitelligence.com/privacy](https://profitelligence.com/privacy) --- ## Support - Issues: [GitHub Issues](https://github.com/profitelligence/profitelligence-mcp-server/issues) - Contact: [profitelligence.com/contact](https://profitelligence.com/contact) - Email: support@profitelligence.com ## License MIT License - See [LICENSE](https://github.com/profitelligence/profitelligence-mcp-server/blob/HEAD/LICENSE) for details.