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  1. Home
  2. πŸ’° Finance & Fintech
  3. The13f MCP
The13f MCP logo
Health: ActiveRecent health check succeeded.Last checked 9/11/2026, 1:01:27 PM

The13f MCP

User RatingsBe the first to rate and review this MCP server!
View Repository1 GitHub StarsTotal stargazers on GitHub for the source repository (1 stars).Visit Website
finance13fsecportfolio-analysisresearch

MCP server for querying SEC-sourced institutional 13F holdings, manager portfolios, consensus positions, and market flows.

Quick Install

Automated & IDE Setup

Copy the AI prompt to install this server into Claude Code, Cursor, or another agent β€” or use 1-click editor setup below.

Add to CursorAdd to VS Code
Not yet automatically verified

We haven't yet run this listing's install command through our automated sandbox check. This isn't a red flag β€” we're steadily working through the catalog.

Manual Client & Custom JSON ConfigExpand JSON β–Ύ

Client Config & Setup

Choose your client or environment
Target File:~/Library/Application Support/Claude/claude_desktop_config.json
claude_desktop_config.json
{
  "mcpServers": {
    "pickelfintech-the13f-mcp": {
      "command": "uvx",
      "args": [
        "the13f-mcp"
      ]
    }
  }
}

πŸ’‘ Paste the JSON block into your client's configuration file under mcpServers, then restart the application.

Install Tool Schemas (9) Directory Badge Claim listing AlternativesπŸ’° More in Finance & Fintech

Overview

The server provides read-only institutional 13F intelligence through the the13f API. Use it to research manager holdings, compare portfolios, inspect consensus positions, and analyze market regime or sector flows. Data can lag quarter-end filings by up to 45 days and is not investment advice.

Use cases

β€’Search institutional managers by name
β€’Retrieve a manager's holdings for a quarter
β€’Compare a portfolio with similar institutional managers
β€’Identify widely held securities by quarter
β€’Analyze institutional sector flows and market regime

Key features

β€’SEC EDGAR-sourced 13F research data
β€’Manager search and filer universe lookup
β€’Single and bulk holdings retrieval
β€’Portfolio similarity matching
β€’Consensus portfolio analysis
β€’Market regime and sector flow data

Capabilities & Tool Schemas (9) ~142 tokensApproximate context cost of this server’s tool schemas (~4 chars/token), before any tool is called. Actual usage depends on your client and model.Self-reported Self-reportedParsed from the repository README, not verified against a live server β€” may be incomplete or out of date.

Inspect callable tools, capabilities, and parameters exposed to AI agents by The13f MCP.

list_quarters

All quarters with holdings data + the latest quarter

search_managers

Autocomplete 13F filers by name

get_manager_holdings

Full positions for a CIK + quarter

get_manager_holdings_bulk

Up to 25 `(cik, quarter)` pairs in one call

list_all_managers

Universe of 8,600+ filers with per-manager summary stats

find_similar_managers

Match a portfolio against the universe

Documentation Overview

the13f-mcp

Model Context Protocol server for the13f. Brings institutional 13F intelligence into Claude Desktop, Cursor, VS Code + Continue, and any MCP-compatible host β€” no HTTP code required on your side.

Important limitations

Research data only. Sourced from publicly disclosed SEC Form 13F filings, which lag quarter-end by up to 45 days. Past institutional positioning does not predict future performance. Nothing here constitutes investment advice. Every tool's response includes a disclaimer field; the host LLM should surface it alongside any analysis it produces.

Install

Code
uvx the13f-mcp

Or pip install the13f-mcp if you prefer to manage Python environments yourself. Python 3.11+ required.

Get a free API key

Free, no payment, no credit card:

  1. Visit https://the13f.com/developers/
  2. Enter your email and solve the Cloudflare Turnstile challenge
  3. Copy your pf13f_ key β€” shown once
  4. Paste it into your MCP host's config as THE13F_API_KEY (see below)
  5. Restart the host

Free tier: 100 read calls per day; quota rolls at UTC midnight. Signal and report tools arrive in later minor versions when paid tiers launch.

Configure your MCP host

Claude Desktop

Edit ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%/Claude/claude_desktop_config.json (Windows):

config.json
{
  "mcpServers": {
    "the13f": {
      "command": "uvx",
      "args": ["the13f-mcp"],
      "env": {
        "THE13F_API_KEY": "pf13f_..."
      }
    }
  }
}

Restart Claude Desktop. The13f tools should appear in the MCP tool list.

Cursor

Settings β†’ MCP β†’ Add Server. Paste the same JSON block into the "Custom" field.

VS Code with Continue

Settings β†’ experimental.modelContextProtocolServers β†’ add a stdio transport running uvx the13f-mcp with THE13F_API_KEY in env. The key reveal page at https://the13f.com/developers/signup-success shows a copy-paste-ready snippet with the key already filled in.

Available tools β€” v0.1.0 (Read tier, free)

ToolWhat it does
list_quartersAll quarters with holdings data + the latest quarter
search_managersAutocomplete 13F filers by name
get_manager_holdingsFull positions for a CIK + quarter
get_manager_holdings_bulkUp to 25 (cik, quarter) pairs in one call
list_all_managersUniverse of 8,600+ filers with per-manager summary stats
find_similar_managersMatch a portfolio against the universe
get_consensus_portfolioMost-widely-held securities per quarter
get_market_regimeInstitutional regime snapshot (IIOI composite, state, transition)
get_sector_flowsPer-sector capital flows and risk posture

Planned tools β€” later versions

VersionToolsRequires
v0.2.0get_security_signals, get_security_signals_bulk, get_portfolio_signalsStandard tier subscription
v0.3.0generate_manager_report, generate_security_report, generate_sector_report, check_report_status, wait_and_download_reportStandard tier + stored card; two-step confirm

The free-tier Read tools are enough to explore the data and build prompts against it. Signal and report tools deliberately wait on the paid-tier billing plumbing.

Example prompts

"Pull Berkshire Hathaway's top 20 positions as of Q4 2025 and summarize what grew the most quarter-over-quarter."

"I own AAPL, MSFT, and NVDA equal-weight. Find the 5 institutional managers whose portfolios most closely resemble mine."

"What sector did 13F filers most aggressively reduce last quarter? Show me the top three managers leading the reduction."

The MCP host's LLM picks the right tool, fills in arguments, surfaces the disclaimer, and returns the result as structured JSON.

Environment variables

VarDefaultWhat it controls
THE13F_API_KEY(none)Your pf13f_ key. Without it, tools return a structured "free signup required" response with a link to the signup page.
THE13F_API_BASE_URLhttps://api.the13f.comOverride for local development against a running copy of the13f's gui_server.
THE13F_MCP_TIMEOUT30Per-request HTTP timeout in seconds. Minimum 5.

Source

Public source: https://github.com/pickelfintech/the13f-mcp. This is the snapshot that PyPI, Glama.ai, and the MCP community list point at. The GitHub repo is a push-mirror of the GitLab one at gitlab.com/pickel-fintech/the13f-mcp; GitLab remains the primary and also carries the release CI. Bug reports and PRs are accepted on either side.

License

MIT β€” see LICENSE. The hosted api.the13f.com API that this client calls is a separate service. A free API key (100 calls/day) is required; sign up at https://the13f.com/developers/.

Support

tom@pickelfintech.com β€” quote the request_id field returned by any failing tool call for fastest triage.

License

MIT. See LICENSE. The MCP server source is MIT-licensed; use of the the13f API itself is governed by the Terms of Service at https://the13f.com/terms.html.

Read the full README β†’View source on GitHub β†’

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Adoption & maintenance

Factual signals from GitHub, npm, and our automated checks β€” not a rating.

GitHub stars
1
Stargazers on the source repository.
Last commit
4mo ago
Most recent push to the default branch.
Tools exposed
9
Callable tools this server registers over MCP.
Directory activity
1 views
Config copies, upvotes, and views on AllMCPs.

Reviews

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Frequently Asked Questions about The13f MCP

It provides publicly disclosed SEC Form 13F data, including manager holdings, portfolio similarity, consensus portfolios, market regime snapshots, and sector flows.

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Technical Specs & Signals

CategoryπŸ’°Finance & Fintech
PricingFreemium
More technical detailsExpand β–Ύ
TransportSTDIO
RuntimePython
AuthAPI key
LicenseMIT
ClientsClaude Desktop, Cursor
Last updatedAug 11, 2026
7/10 checks healthy over the last 32d
Views1
Unique ViewsTotal visits recorded for this listing page on AllMCPs.
Installs0
Installs & Copy ActionsTotal times users copied install commands or configuration snippets for this server.
GitHub stars1
GitHub Star CountTotal stargazers on GitHub representing community popularity (1 stars).
Last commit4mo ago
Last Repository CommitThe most recent commit or push recorded for this server's GitHub repository.Last commit on Apr 23, 2026
53Quality signal: Good Β· 53/100How this signal is calculated β–Ύ
Server availabilityNot measured

Not scored for repo-hosted servers β€” we can't reach the running server, only its GitHub page. Hosted MCP endpoints are health-checked live.

Verified ownership10/20
Documentation & tools29/30
Adoption & activity1/15
Community engagement0/10

A guidance signal from public completeness & health data β€” not a user rating. New listings start lower and rise as they add docs, get verified, and grow adoption. Signals we can't observe for a listing are skipped, not counted against it.

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No high-severity advisories surfaced by our automated scan.

Critical 0High 0Medium 0Low 0

Scanned 27d ago via OSV.dev Β· the13f-mcp (PyPI)

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