ko-mcp
Real SEC, 13F, insider, congress & macro data your AI agent can cite. Hosted MCP, 24 tools.
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Basierend auf einer automatisierten Analyse der Tool-Definitionen und der Einhaltung des Protokolls.
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Installieren
Installation mit einem Klick
Fügen Sie dies Ihrer Datei `claude_desktop_config.json` hinzu:
{
"mcpServers": {
"ko-mcp": {
"url": "https://mcp.ko.io/mcp"
}
}
}Remote-Endpunkte
https://mcp.ko.io/mcpstreamable-httpWas es kann
Tool-Inventar
Tools (24)
🟢get_institution_holdings(institution, page, limit)
Get current stock holdings of an institutional investor (hedge fund, mutual fund, pension fund) from their latest SEC 13F filing. Returns top positions with share counts, values, and quarter-over-quarter changes.
Eingabe-Schema
{
"type": "object",
"properties": {
"institution": {
"type": "string",
"maxLength": 200,
"description": "Institution CIK number (e.g. '1067983'), slug (e.g. 'berkshire-hathaway'), or name (e.g. 'Berkshire Hathaway') — names are resolved automatically."
},
"page": {
"type": "integer",
"minimum": 1,
"default": 1,
"description": "Page number"
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 100,
"default": 50,
"description": "Results per page"
}
},
"required": [
"institution"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢list_institutions(search, page, limit)
List top institutional investors (hedge funds, mutual funds, etc.) tracked in the SEC 13F database. Supports search by name and pagination.
Eingabe-Schema
{
"type": "object",
"properties": {
"search": {
"type": "string",
"maxLength": 200,
"description": "Search by institution name, CIK, or manager name (e.g. 'Klarman' -> Baupost)"
},
"page": {
"type": "integer",
"minimum": 1,
"default": 1,
"description": "Page number"
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 50,
"default": 20,
"description": "Results per page"
}
},
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_stock_profile(ticker)
Get a company's profile — sector, market cap, price, P/E ratio, 52-week range, beta, dividend yield, and other key financials.
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"maxLength": 200,
"description": "Stock ticker symbol (e.g. 'AAPL', 'NVDA', 'MSFT')"
}
},
"required": [
"ticker"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_stock_holders(ticker, page, limit)
Get top institutional holders of a stock from SEC 13F filings. Shows which hedge funds, mutual funds, and pension funds own the most shares, with quarter-over-quarter changes.
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"maxLength": 200,
"description": "Stock ticker symbol (e.g. 'NVDA')"
},
"page": {
"type": "integer",
"minimum": 1,
"default": 1,
"description": "Page number"
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 50,
"default": 20,
"description": "Results per page"
}
},
"required": [
"ticker"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_stock_activity(ticker, quarters)
Get institutional buying/selling activity trend for a stock over multiple quarters. Shows how many institutions are buying vs selling, net share changes, and value flows — useful for detecting accumulation or distribution patterns.
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"maxLength": 200,
"description": "Stock ticker symbol"
},
"quarters": {
"type": "integer",
"minimum": 1,
"maximum": 40,
"default": 8,
"description": "Number of quarters to return (default 8 = 2 years)"
}
},
"required": [
"ticker"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟡get_stock_price(ticker, period, series, limit)
Get historical daily stock prices (OHLC). Returns a summary by default; set series=true to get the full daily price series (for backtesting / charting).
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"maxLength": 200,
"description": "Stock ticker symbol"
},
"period": {
"type": "string",
"enum": [
"1y",
"3y",
"5y",
"10y"
],
"default": "1y",
"description": "Look-back window"
},
"series": {
"type": "boolean",
"default": false,
"description": "If true, return the full daily OHLC series (up to `limit` rows) instead of just a summary."
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 3000,
"default": 500,
"description": "Max rows of the daily series to return when series=true."
}
},
"required": [
"ticker"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_insider_trades(ticker, executive_cik, page, limit)
Get insider/executive stock trades (SEC Form 4) for a company. Shows CEO, CFO, directors, and other officers buying or selling their own company's stock — a key signal for institutional investors.
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"maxLength": 200,
"description": "Stock ticker symbol (e.g. 'AAPL')"
},
"executive_cik": {
"type": "string",
"description": "Filter by specific executive CIK (from list_insider_traders)"
},
"page": {
"type": "integer",
"minimum": 1,
"default": 1,
"description": "Page number"
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 200,
"default": 50,
"description": "Trades per page, 1-200"
}
},
"required": [
"ticker"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢list_insider_traders(search, role, page, limit)
List executives/insiders who have recently traded their company stock. Filter by role (CEO only or all executives). Useful for finding notable insider buying/selling activity across the market.
Eingabe-Schema
{
"type": "object",
"properties": {
"search": {
"type": "string",
"maxLength": 200,
"description": "Search by name or ticker"
},
"role": {
"type": "string",
"enum": [
"ceo",
"executive",
"all"
],
"default": "all",
"description": "Filter by role (case-insensitive): CEO, executive/officer, or all"
},
"page": {
"type": "integer",
"minimum": 1,
"default": 1
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 50,
"default": 20
}
},
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_congress_trades(chamber, ticker, search, sort, page, ...)
Search individual stock trades disclosed by U.S. Congress members (House and Senate) under the STOCK Act. Returns a markdown table of transactions: member name, chamber, ticker, buy/sell type, transaction date, disclosure date (the gap between the two reveals reporting delay), dollar amount range, and owner (self/spouse/joint). Use for questions like 'What did Nancy Pelosi trade recently?', 'Which members bought NVDA?', or 'Show the largest Senate trades this quarter'. Filter by chamber, ticker, or member name; sort by traded value, trade count, or recency. For one member's profile and complete trading history, use get_congress_member instead.
Eingabe-Schema
{
"type": "object",
"properties": {
"chamber": {
"type": "string",
"enum": [
"house",
"senate",
"all"
],
"default": "all",
"description": "Congressional chamber: house, senate, or all (default all)"
},
"ticker": {
"type": "string",
"maxLength": 200,
"description": "Stock ticker symbol to filter by, e.g. NVDA or AAPL"
},
"search": {
"type": "string",
"maxLength": 200,
"description": "Full or partial member name, e.g. 'Pelosi' or 'Dan Crenshaw'"
},
"sort": {
"type": "string",
"enum": [
"volume",
"trades",
"recent"
],
"default": "volume",
"description": "Sort order — volume (most traded value), trades (most trades), recent (latest first)"
},
"page": {
"type": "integer",
"minimum": 1,
"default": 1,
"description": "Page number for pagination (default 1)"
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 50,
"default": 20,
"description": "Trades per page, 1-50 (default 20)"
}
},
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_congress_member(member, page, limit)
Get detailed trading history of a specific U.S. Congress member. Shows individual trades with transaction types, amounts, and disclosure dates.
Eingabe-Schema
{
"type": "object",
"properties": {
"member": {
"type": "string",
"description": "Member slug (e.g. 'nancy-pelosi', 'dan-crenshaw'). Use get_congress_trades or search to find exact slugs."
},
"page": {
"type": "integer",
"minimum": 1,
"default": 1
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 100,
"default": 50
}
},
"required": [
"member"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢search(query, limit)
Search across institutions, stocks, and insider traders in the ko.io SEC database. Institutions match by firm name OR manager name ('Seth Klarman' -> Baupost, 'Ackman' -> Pershing Square; person hits carry matched_person). Use this first when you have a name but need the CIK number, ticker, or slug to use with other tools.
Eingabe-Schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"minLength": 2,
"maxLength": 200,
"description": "Search query — company name, ticker, person name, or institution name (min 2 characters)"
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 10,
"default": 5,
"description": "Max results per category"
}
},
"required": [
"query"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_form144_notices(ticker, insider_cik, limit)
Get SEC Form 144 filings — notices of proposed sale of restricted/controlled securities by insiders. Filed before selling, these signal upcoming insider sales. Complements Form 4 (post-trade) with pre-trade intent.
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"maxLength": 200,
"description": "Filter by stock ticker (e.g. 'AAPL')"
},
"insider_cik": {
"type": "string",
"maxLength": 200,
"description": "Filter by insider's CIK number"
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 200,
"default": 50,
"description": "Max notices to return"
}
},
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢sec_list_filings(cik, form_type, from, to, limit)
List an entity's SEC filings from EDGAR (most recent first), each with its accession number. Provide the company's CIK (use search or get_stock_profile to find it). Returns accession numbers to pass to sec_get_filing_index / sec_get_filing_document.
Eingabe-Schema
{
"type": "object",
"properties": {
"cik": {
"type": "string",
"maxLength": 200,
"description": "Company CIK number (e.g. '320193' for Apple)"
},
"form_type": {
"type": "string",
"maxLength": 200,
"description": "Exact SEC form filter, e.g. '10-K', '13F-HR', '8-K'"
},
"from": {
"type": "string",
"maxLength": 200,
"description": "Earliest filing date, ISO YYYY-MM-DD"
},
"to": {
"type": "string",
"maxLength": 200,
"description": "Latest filing date, ISO YYYY-MM-DD"
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 200,
"default": 50,
"description": "Max filings to return"
}
},
"required": [
"cik"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢sec_get_filing_index(cik, accession_no)
Enumerate every file in a single SEC filing (primary document, exhibits, images, XBRL, the full .txt submission). Pass a file name from here to sec_get_filing_document.
Eingabe-Schema
{
"type": "object",
"properties": {
"cik": {
"type": "string",
"maxLength": 200,
"description": "Company CIK number"
},
"accession_no": {
"type": "string",
"maxLength": 200,
"description": "Accession number, e.g. '0000320193-23-000106'"
}
},
"required": [
"cik",
"accession_no"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢sec_get_filing_document(cik, accession_no, file, include_excerpt)
Get a source document from a SEC filing, served by ko.io. Returns a ko.io LINK to the rendered document (open in a browser) plus, optionally, an extracted text excerpt. Never returns the whole file — for full content, open the link or request a specific section.
Eingabe-Schema
{
"type": "object",
"properties": {
"cik": {
"type": "string",
"maxLength": 200,
"description": "Company CIK number"
},
"accession_no": {
"type": "string",
"maxLength": 200,
"description": "Accession number, e.g. '0000320193-23-000106'"
},
"file": {
"type": "string",
"maxLength": 200,
"description": "File name within the filing (from sec_get_filing_index). Omit for the primary document."
},
"include_excerpt": {
"type": "boolean",
"default": true,
"description": "Include a text excerpt (first ~6000 chars) in the response"
}
},
"required": [
"cik",
"accession_no"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_stock_financials(ticker, period_type, limit)
Get quarterly or annual financial statements for a company (revenue, net income, EPS, margins, cash flow, debt ratios) from SEC 10-K/10-Q filings.
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"maxLength": 200,
"description": "Stock ticker symbol (e.g. 'AAPL', 'MSFT')"
},
"period_type": {
"type": "string",
"enum": [
"quarterly",
"annual"
],
"default": "quarterly",
"description": "Period type — quarterly (10-Q) or annual (10-K)"
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 20,
"default": 8,
"description": "Number of periods to return (default 8)"
}
},
"required": [
"ticker"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_treasury_yields(days)
Get U.S. Treasury yield curve data — daily yields for maturities from 1-month to 30-year. Essential for understanding interest rate environment and yield curve shape.
Eingabe-Schema
{
"type": "object",
"properties": {
"days": {
"type": "integer",
"minimum": 1,
"maximum": 3650,
"default": 30,
"description": "Days of daily history to return, 1-3650 (default 30 = last month)"
}
},
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_fed_rates(days)
Get daily U.S. policy and money-market interest rates as a markdown table: Effective Fed Funds Rate, SOFR, Prime Rate, and benchmark Treasury yields (3M, 2Y, 10Y, 30Y) per date, newest first. Use for monetary-policy questions like 'Where is the Fed funds rate now?' or 'How has SOFR moved this quarter?', or to compare policy rates against long-end yields for inversion analysis. Covers up to 10 years of daily history. For the full Treasury curve across all maturities, use get_treasury_yields instead.
Eingabe-Schema
{
"type": "object",
"properties": {
"days": {
"type": "integer",
"minimum": 1,
"maximum": 3650,
"default": 30,
"description": "Number of days of history (default 30)"
}
},
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_economic_indicators(category, days, page, limit)
Get U.S. economic indicators from BLS — CPI (inflation), PPI (producer prices), Non-farm Payrolls (employment), Unemployment Rate, JOLTS. Filter by category.
Eingabe-Schema
{
"type": "object",
"properties": {
"category": {
"type": "string",
"enum": [
"cpi",
"unemployment",
"nfp",
"ppi",
"jolts",
"all"
],
"default": "all",
"description": "Category (case-insensitive): cpi/inflation, ppi, nfp/payrolls, unemployment, jolts, or all"
},
"days": {
"type": "integer",
"minimum": 1,
"maximum": 3650,
"default": 365,
"description": "Number of days of history (default 365)"
},
"page": {
"type": "integer",
"minimum": 1,
"default": 1,
"description": "Page number (default 1)"
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 500,
"default": 100,
"description": "Rows per page, 1-500 (default 100). A long `days` window can hold more rows than one page; the answer says when the page is full and names the next one."
}
},
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_ftd_data(ticker, days, page, limit)
Get SEC Failures-to-Deliver (FTD) data for a stock. High FTD quantities may indicate naked short selling or settlement issues.
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"maxLength": 200,
"description": "Stock ticker symbol (e.g. 'GME', 'TSLA')"
},
"days": {
"type": "integer",
"minimum": 1,
"maximum": 1825,
"default": 90,
"description": "Number of days of history (default 90)"
},
"page": {
"type": "integer",
"minimum": 1,
"default": 1,
"description": "Page number (default 1)"
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 500,
"default": 100,
"description": "Rows per page, 1-500 (default 100). A long `days` window can hold more rows than one page; the answer says when the page is full and names the next one."
}
},
"required": [
"ticker"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_financial_stress(days, page, limit)
Get the OFR Financial Stress Index — a daily indicator of stress in global financial markets. Values above 0 indicate above-average stress.
Eingabe-Schema
{
"type": "object",
"properties": {
"days": {
"type": "integer",
"minimum": 1,
"maximum": 3650,
"default": 365,
"description": "Number of days of history (default 365)"
},
"page": {
"type": "integer",
"minimum": 1,
"default": 1,
"description": "Page number (default 1)"
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 500,
"default": 100,
"description": "Rows per page, 1-500 (default 100). A long `days` window can hold more rows than one page; the answer says when the page is full and names the next one."
}
},
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_crypto_exposure
Get a market-wide summary of institutional exposure to US spot crypto ETFs (Bitcoin ETF complex: IBIT, FBTC, GBTC, etc.) from the latest quarter of SEC 13F filings. Returns total institutional USD held, quarter-over-quarter change, and a per-ETF breakdown (holders, USD, QoQ).
Eingabe-Schema
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_crypto_holders(product, page, limit)
List institutional investors holding US spot crypto ETFs (Bitcoin ETF complex), ranked by total USD held, from the latest quarter of SEC 13F filings. Optionally filter to holders of a specific ETF via the `product` parameter (e.g. 'IBIT').
Eingabe-Schema
{
"type": "object",
"properties": {
"product": {
"type": "string",
"maxLength": 200,
"description": "Filter to holders of a specific spot crypto ETF ticker, e.g. 'IBIT', 'FBTC', 'GBTC'."
},
"page": {
"type": "integer",
"minimum": 1,
"default": 1,
"description": "Page number"
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 200,
"default": 50,
"description": "Results per page"
}
},
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_crypto_holder(institution)
Get one institution's spot crypto-ETF holdings (Bitcoin ETF complex): its per-ETF positions in the latest filed quarter (shares, USD, QoQ change, action) plus its rank among all crypto-ETF holders. Use a CIK number (find it with get_crypto_holders or the search tool).
Eingabe-Schema
{
"type": "object",
"properties": {
"institution": {
"type": "string",
"maxLength": 200,
"description": "Institution CIK number (e.g. '1512857' for Brevan Howard) or name (e.g. 'BlackRock')."
}
},
"required": [
"institution"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Community
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