The full upstream README, mirrored here for reference. Install config, tool schemas, adoption signals, and an original overview live on the Ko MCP listing page.
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 · Docs · MCP Setup · Get a free key · Pricing
In an AI agent (MCP) — works instantly, no key needed:
Then ask: "who is buying NVDA?", "what did Congress trade last month?", "which institutions hold spot BTC ETFs?" — the agent calls real tools and cites real filings.
Over REST — keyless demo mode:
In Python:
In TypeScript:
Free keys are 200 calls/day, forever, no credit card → ko.io/console.
| Directory | What it is |
|---|---|
server/ | The hosted MCP server (mcp.ko.io) — Cloudflare Worker, 24 tools, deployed from this repo |
docs/clients/ | Verified setup guides for every MCP client |
python/ | ko-edgar — official Python SDK (sync + async, typed) |
typescript/sdk/ | @ko-io/sdk — official TypeScript SDK (Node 18+, browsers, edge) |
typescript/mcp-proxy/ | @ko-io/mcp-sec-data — 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 — every push to main that touches server/ deploys
it. You can also self-host it on your own Cloudflare account (cd server,
drop the routes block in wrangler.toml — it is pinned to the ko.io zone —
then 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, 27 pipelines refreshing on
each source's publication schedule).
Note: all three client packages are published —
ko-edgaron PyPI, and@ko-io/sdkand@ko-io/mcp-sec-dataon npm. 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 → 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 | 88M+ rows, 2013 → today, family-consolidated | ✅ |
| Insider trades (Forms 3/4/5) | 11M+ transactions, open-market classified | ✅ |
| Congress trading | STOCK Act disclosures, both chambers | ✅ |
| Crypto ETF exposure | Institutional spot-BTC-ETF holdings from 13F | ✅ |
| Form 144 | Planned insider sales (forward-looking) | ✅ |
| Fails-to-deliver + Reg SHO | Short-side stress footprints | ✅ |
| Stock prices & financials | Daily OHLCV + XBRL-derived statements | ✅ |
| SEC filings gateway | Any filing document, signed shareable links | list/index ✅ · 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 — so your agent cites real filings instead of inventing numbers.
Institutions: get_institution_holdings · list_institutions ·
Stocks: get_stock_profile · get_stock_holders · get_stock_activity ·
get_stock_price · get_stock_financials ·
Insiders: get_insider_trades · list_insider_traders ·
Congress: get_congress_trades · get_congress_member ·
Crypto: get_crypto_exposure · get_crypto_holders · get_crypto_holder ·
Filings: sec_list_filings · sec_get_filing_index · sec_get_filing_document ·
Short data: get_ftd_data ·
Search: search · Form 144: get_form144_notices ·
Macro (Pro): get_treasury_yields · get_fed_rates ·
get_economic_indicators · get_financial_stress
Full parameter reference: llms.txt · ko.io/docs
Excellent open-source tools exist for pulling raw filings from SEC EDGAR (e.g. sec-edgar-mcp — if you need one company's raw documents in a local process, it's a fine choice). ko.io solves a different problem — the questions raw EDGAR can't answer:
| Raw EDGAR access | ko.io | |
|---|---|---|
| "Get AAPL's latest 10-K" | ✅ | ✅ (filings gateway) |
| "Who is buying NVDA across all institutions?" | ❌ needs every 13F parsed | ✅ 122ms |
| "Berkshire's portfolio, 52 quarters back" | ❌ parse 50+ filings live | ✅ precomputed |
| "Vanguard's 7 filing entities as one manager" | ❌ | ✅ family consolidation |
| Congress trades, FTD, macro, crypto exposure | ❌ not in EDGAR | ✅ |
| Works in web-based AI (claude.ai, ChatGPT) | ❌ local process | ✅ 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 | ✅ | ✅ | ✅ | ✅ |
| History depth | latest | latest | full | full |
| Macro (Treasury/Fed/CPI/stress) | — | — | ✅ | ✅ |
| Bulk export | — | — | — | ✅ |
Quota resets 00:00 UTC. MCP and REST share one quota. Details →
Issues and PRs welcome — see CONTRIBUTING.md. Security reports: SECURITY.md.
MIT © ko.io