Real SEC, 13F, insider, congress & macro data your AI agent can cite. Hosted MCP, 24 tools.
Copy the AI prompt to install this server into Claude Code, Cursor, or another agent β or use 1-click editor setup below.
π‘ Paste into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows)
One command connects Claude, Cursor, Windsurf, Zed, Codex, and any MCP client to 100M+ source-traced SEC records. Every answer traces to a real filing.
Website Β· Docs Β· MCP Setup Β· Get a free key Β· Pricing
In an AI agent (MCP) β works instantly, no key needed:
Then ask: "who is buying NVDA?", "what did Congress trade last month?", "which institutions hold spot BTC ETFs?" β the agent calls real tools and cites real filings.
Over REST β keyless demo mode:
In Python:
In TypeScript:
Free keys are 200 calls/day, forever, no credit card β ko.io/console.
| Directory | What it is |
|---|---|
server/ | The hosted MCP server (mcp.ko.io) β Cloudflare Worker, 24 tools, deployed from this repo |
docs/clients/ | Verified setup guides for every MCP client |
python/ | ko-edgar β official Python SDK (sync + async, typed) |
typescript/sdk/ | @ko-io/sdk β official TypeScript SDK (Node 18+, browsers, edge) |
typescript/mcp-proxy/ | @ko-io/mcp-sec-data β stdio bridge for clients without remote-HTTP MCP support |
cookbook/ | 10 runnable answers to real investing questions |
llms.txt | Machine-readable map of every tool and endpoint |
The MCP server in server/ is the exact code running at
https://mcp.ko.io/mcp β every push deploys it. You can also self-host it on
your own Cloudflare account (cd server && npx wrangler deploy); it proxies
to api.ko.io with your API key, so your quota and plan follow you. The data
pipelines behind the API run as a managed service (dual-region, 3-replica
ClickHouse, 26 pipelines refreshing on each source's publication schedule).
Note:
ko-edgaris live on PyPI (pip install ko-edgar). The npm packages@ko-io/sdkand@ko-io/mcp-sec-datapublish shortly. The hosted MCP endpoint and REST API work today.
| Client | Guide | One-liner |
|---|---|---|
| Claude Code | guide | claude mcp add ko-sec-data --transport http https://mcp.ko.io/mcp |
| Claude Desktop | guide | remote HTTP config or npx -y @ko-io/mcp-sec-data |
| Cursor | guide | ~/.cursor/mcp.json |
| Windsurf | guide | Cascade β MCP |
| Zed | guide | context_servers in settings |
| OpenAI Codex | guide | codex mcp add ko-sec-data --url https://mcp.ko.io/mcp |
| ChatGPT / Gemini / Grok | guide | REST API / Custom GPT Actions |
To use your own quota in any client, append ?api_key=YOUR_KEY to the server
URL, or send Authorization: Bearer YOUR_KEY.
| Dataset | Coverage | Free tier |
|---|---|---|
| 13F institutional holdings | 85M+ rows, 2013 β today, family-consolidated | β |
| Insider trades (Forms 3/4/5) | 11M+ transactions, open-market classified | β |
| Congress trading | STOCK Act disclosures, both chambers | β |
| Crypto ETF exposure | Institutional spot-BTC-ETF holdings from 13F | β |
| Form 144 | Planned insider sales (forward-looking) | β |
| Fails-to-deliver + Reg SHO | Short-side stress footprints | β |
| Stock prices & financials | Daily OHLCV + XBRL-derived statements | β |
| SEC filings gateway | Any filing document, signed shareable links | list/index β Β· documents Pro |
| Macro (Treasury, Fed, CPI, OFR stress) | Daily federal sources | Pro |
All data is source-traced through the pipeline, and the filings gateway can pull the underlying SEC documents β so your agent cites real filings instead of inventing numbers.
Institutions: get_institution_holdings Β· list_institutions Β·
Stocks: get_stock_profile Β· get_stock_holders Β· get_stock_activity Β·
get_stock_price Β· get_stock_financials Β·
Insiders: get_insider_trades Β· list_insider_traders Β·
Congress: get_congress_trades Β· get_congress_member Β·
Crypto: get_crypto_exposure Β· get_crypto_holders Β· get_crypto_holder Β·
Filings: sec_list_filings Β· sec_get_filing_index Β· sec_get_filing_document Β·
Short data: get_ftd_data Β·
Search: search Β· Form 144: get_form144_notices Β·
Macro (Pro): get_treasury_yields Β· get_fed_rates Β·
get_economic_indicators Β· get_financial_stress
Full parameter reference: llms.txt Β· ko.io/docs
Excellent open-source tools exist for pulling raw filings from SEC EDGAR (e.g. sec-edgar-mcp β if you need one company's raw documents in a local process, it's a fine choice). ko.io solves a different problem β the questions raw EDGAR can't answer:
| Raw EDGAR access | ko.io | |
|---|---|---|
| "Get AAPL's latest 10-K" | β | β (filings gateway) |
| "Who is buying NVDA across all institutions?" | β needs every 13F parsed | β 122ms |
| "Berkshire's portfolio, 52 quarters back" | β parse 50+ filings live | β precomputed |
| "Vanguard's 7 filing entities as one manager" | β | β family consolidation |
| Congress trades, FTD, macro, crypto exposure | β not in EDGAR | β |
| Works in web-based AI (claude.ai, ChatGPT) | β local process | β hosted MCP |
| Setup | Python env + install | one command, zero install |
| Demo (no key) | Free | Pro $29/mo | Team $99/mo | |
|---|---|---|---|---|
| Calls/day | limited | 200 | 20,000 | 200,000 |
| Rows/request | 500 | 500 | 5,000 | 50,000 |
| Core SEC data | β | β | β | β |
| History depth | latest | latest | full | full |
| Macro (Treasury/Fed/CPI/stress) | β | β | β | β |
| Bulk export | β | β | β | β |
Quota resets 00:00 UTC. MCP and REST share one quota. Details β
Issues and PRs welcome β see CONTRIBUTING.md. Security reports: SECURITY.md.
MIT Β© ko.io
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