pickelfintech/the13f-mcp

What it does

the13f-mcp is an MCP (Model Context Protocol) server that integrates institutional 13F filing data into Claude Desktop, Cursor, and VS Code. It provides sophisticated financial intelligence tools for analyzing institutional investment portfolios and SEC filings, enabling users to query manager information, track holdings, compare portfolios, and identify market trends.

How to set up

Installation is straightforward using uvx: simply run uvx the13fmcp to install the MCP server. Once installed, configure it in your Claude Desktop, Cursor, or VS Code settings to enable the 13F intelligence tools. The server pulls data directly from SEC EDGAR, requiring no additional data sources or API keys.

Key features

• Manager search and institutional investor lookup
• Holdings analysis and portfolio tracking
• Portfolio similarity comparison tools
• Consensus portfolio identification across managers
• Market regime detection and analysis
• Sector flow tracking and analysis
• SEC EDGAR-sourced data for accuracy and compliance
• Integration with Claude, Cursor, and VS Code