io.github.profitelligence/mcp-server
Financial intelligence: insider trades, SEC filings, 13F holdings, and market signals.
Open source Repository Open in the app JSON README (API)
About
Financial intelligence: insider trades, SEC filings, 13F holdings, and market signals.
Details
- Kind
- MCP servers
- Topic
- Finance & crypto
- Publisher
- profitelligence
- Origin
- official
- Category
- ferramentas
- Transport
- http
- Version
- 2.2.2
- Last push
- 2026-08-18T23:52:49Z
- Repository state
- ativo
- Language
- HTML
- License
- MIT
- Added
- 2026-08-29 04:01:13
- Updated
- 2026-08-29 04:01:13
- Origin id
io.github.profitelligence/mcp-server
README
<p align="center">
<img src="assets/logo.png" alt="Profitelligence" width="200" />
</p>
<h1 align="center">Profitelligence MCP Server</h1>
<p align="center">
[](LICENSE)
[](https://modelcontextprotocol.io)
[](https://registry.modelcontextprotocol.io/v0/servers?search=profitelligence)
**Financial intelligence for AI agents.** Give Claude access to insider trading data, SEC filings, economic indicators, and multi-signal analysis — all through a single MCP server.
[Get Started Free](https://profitelligence.com) · [View Pricing](https://profitelligence.com/pricing)
---
## Why Profitelligence?
Traditional financial APIs return mountains of raw data. Your AI agent burns through tokens parsing CSVs, making repeated calls, and piecing together context. **Profitelligence is different.**
We provide **semantically dense, LLM-optimized responses** designed for AI agents:
| Traditional MCP Servers | Profitelligence MCP |
|------------------------|---------------------|
| Many narrow tools (10-20+) | **7 powerful tools** with rich filtering |
| Raw data dumps | **Pre-contextualized intelligence** |
| Multiple calls to answer one question | **One call, complete answer** |
| Token-heavy responses | **Optimized for token efficiency** |
| Complex tool orchestration | **Agent has full control** |
### What You Get
- **Insider Trading Intelligence** — Form 4 filings with entity search ("find Warren Buffett's trades")
- **SEC Filing Analysis** — AI-summarized 8-K events with impact scoring
- **Market Data** — Company profiles, OHLC prices, sector/industry context
- **Economic Indicators** — Federal Reserve (FRED) data for macro context
- **Multi-Signal Analysis** — Opportunity scoring that combines insider activity + SEC events + price action (PRO)
### Safe by Design
This MCP server is a **thin, stateless layer** over Profitelligence's REST APIs:
- ✅ **Read-only** — No ability to modify your account or execute trades
- ✅ **No data storage** — Responses flow through, nothing is cached locally
- ✅ **Documented** — Every tool, argument, and response format is specified in this repo
- ✅ **Your API key** — You control access; revoke anytime from your dashboard
---
## Quick Start
### Option A: Connect via MCP Directory (Recommended)
The easiest way to get started:
1. Visit the [Anthropic MCP Directory](https://claude.ai/connectors)
2. Find and click **Profitelligence**
3. Complete OAuth authentication with your Google account
4. Start asking financial questions!
No API key needed — authentication is handled automatically.
---
### Option B: Manual Setup with API Key
#### 1. Create a Free Account
Sign up at **[profitelligence.com](https://profitelligence.com)** — no credit card required.
The free tier includes:
- Access to top 500 stocks by volume
- Insider trading data (Form 4)
- SEC 8-K filing summaries
- Economic indicators (FRED)
- 250 API calls/day
#### 2. Get Your API Key
Generate an API key from your [account dashboard](https://profitelligence.com/account/api-keys).
#### 3. Add to Claude
**Claude Desktop (easiest):**
Go to **Settings → Connectors → Add Custom Connector** and paste this URL:
```
https://mcp.profitelligence.com/mcp?apiKey=YOUR_API_KEY
```
Replace `YOUR_API_KEY` with your key (e.g. `pk_live_abc123...`). That's it — start chatting.
**Claude Desktop (config file alternative):**
Add to `~/Library/Application Support/Claude/claude_desktop_config.json`:
```json
{
"mcpServers": {
"profitelligence": {
"url": "https://mcp.profitelligence.com/mcp?apiKey=YOUR_API_KEY",
"transport": "streamable-http"
}
}
}
```
**Claude Code (one-liner):**
```bash
claude mcp add profitelligence --transport http \
https://mcp.profitelligence.com/mcp \
--header "X-API-Key: YOUR_API_KEY"
```
That's it! Ask Claude: *"What insider buying happened in tech stocks this week?"*
---
## Pricing & Tiers
| Feature | Free | PRO ($4.99/mo) | Elite ($9.99/mo) |
|---------|------|----------------|------------------|
| Stock coverage | Top 500 | Top 6,000 | All stocks |
| API calls | 250/day | 1,000/day | 10,000/day |
| Insider trading (Form 4) | ✅ | ✅ | ✅ |
| SEC 8-K summaries | ✅ | ✅ | ✅ |
| Economic indicators | ✅ | ✅ | ✅ |
| Opportunity scoring | — | ✅ | ✅ |
| Multi-signal analysis | — | ✅ | ✅ |
| Alert subscriptions | — | 10 alerts | Unlimited |
| Priority support | — | — | ✅ |
**Early adopter pricing** — $4.99/mo PRO and $9.99/mo Elite rates are locked in for the first 1,000 users (regular: $10/mo and $29/mo). [Upgrade anytime](https://profitelligence.com/pricing).
---
## Available Tools
7 tools designed for maximum token efficiency. Each answers complete questions with rich, contextual responses:
| Tool | Purpose | Example Query |
|------|---------|---------------|
| `pulse()` | Market snapshot | "What's happening in the market right now?" |
| `investigate(subject)` | Deep research | "Tell me about NVDA's insider activity" |
| `screen(focus)` | Opportunity scanning | "Find tech stocks with insider buying" |
| `assess(symbol)` | Position health check | "How is my AAPL position doing?" |
| `institutional(query_type)` | 13F intelligence | "What is Berkshire buying?" |
| `search(q)` | Semantic search | "Find CEO resignation filings" |
| `service_info()` | Account & service info | "What's my subscription tier?" |
---
## Usage Examples
### Example 1: Get Market Overview
**User prompt:** "What's happening in the market right now?"
**What happens:**
- Server calls `pulse()` tool
- Returns current market movers (gainers, losers, volume leaders)
- Shows recent high-impact SEC 8-K filings with AI-generated summaries
- Lists notable insider transactions from Form 4 filings
- Provides key economic indicators from FRED
### Example 2: Research a Company
**User prompt:** "Tell me about NVIDIA's insider activity and recent filings"
**What happens:**
- Server calls `investigate("NVDA")` tool
- Returns company profile with sector, market cap, and CEO
- Shows price history and technical signals
- Lists recent 8-K material events with impact scores
- Provides Form 4 insider transaction summary and sentiment
- Includes latest financials from 10-K/10-Q filings
### Example 3: Find Investment Opportunities
**User prompt:** "Find tech stocks where insiders are buying"
**What happens:**
- Server calls `screen(focus="insider", sector="Technology")` tool
- Scans market for insider buying clusters in Technology sector
- Returns ranked list of opportunities with transaction details
- Shows insider names, roles, and transaction values
- Provides opportunity scores based on multi-signal analysis
### Example 4: Track Institutional Investors
**User prompt:** "What is Berkshire Hathaway buying?"
**What happens:**
- Server calls `institutional("manager", identifier="Berkshire")` tool
- Uses fuzzy search to find matching institutional manager
- Returns top holdings from latest 13F filing
- Shows recent position changes (new buys, additions, exits)
- Lists high-conviction positions (5%+ of portfolio)
---
## Tool Reference
Understanding **when** to use each tool is key to getting the best results. Here's the mental model:
### `pulse()` — What's happening right now?
**Use when:** User wants a market overview without a specific company in mind.
**Returns:** Market movers, recent high-impact 8-K filings, notable insider trades, key economic indicators.
**No parameters.** Just call it.
```
pulse()
```
**Best for:** Starting a session, getting oriented, "what should I look at today?"
---
### `investigate(subject)` — Deep dive on a specific entity
**Use when:** User names a specific company, insider, or sector they want to research.
**Auto-detects entity type:**
- Stock symbols (`AAPL`, `NVDA`) → Company research
- CIK numbers (`0001067983`) → Insider research
- Sector names (`Technology`) → Sector analysis
**Returns for companies:**
- Profile, price history, material events (8-K filings)
- Insider intelligence (Form 4 summary + recent transactions)
- Financials (income statement, balance sheet, cash flow from 10-K/10-Q)
- Opportunity signals, technical indicators
```
investigate("AAPL") # Company
investigate("0001067983") # Warren Buffett by CIK
investigate("Technology", entity_type="sector") # Sector
```
**Best for:** "Tell me about X", "What's going on with X?", research before a decision.
---
### `screen(focus)` — Find opportunities across the market
**Use when:** User wants to discover stocks matching certain criteria, not research a specific one.
**Parameters:**
- `focus`: What signal to screen for
- `"all"` — Everything (default)
- `"multi_signal"` — Stocks with multiple confirming signals
- `"insider"` — Insider buying clusters
- `"events"` — High-impact 8-K filings
- `sector`: Filter to a sector (e.g., `"Technology"`)
- `min_score`: Minimum opportunity score (0-100)
- `days`: Lookback period (default 7)
- `limit`: Max results (default 25)
```
screen() # Everything
screen(focus="insider", sector="Technology") # Tech insider buying
screen(focus="events", days=14) # Recent material events
```
**Best for:** "What opportunities are out there?", "Find me stocks where insiders are buying."
---
### `assess(symbol)` — Health check for a position you own
**Use when:** User owns a stock and wants to evaluate whether to hold, add, or sell.
**Returns:**
- Current price action and technical signals
- Recent material events (8-K filings)
- Insider sentiment (are insiders buying or selling?)
- Institutional sentiment (13F accumulation/distribution)
- Financials snapshot
- Risk factors
```
assess("NVDA")
assess("AAPL", days=90) # Longer lookback
```
**Best for:** Portfolio review, "How's my position in X?", "Should I be worried about X?"
---
### `institutional(query_type)` — 13F institutional investor intelligence
**Use when:** User wants to know what big money is doing.
**Query types:**
- `"manager"` — Profile a specific fund (by name or CIK)
- `"security"` — Who owns a specific stock?
- `"signal"` — Find stocks with institutional flow patterns
**Signal types** (for `query_type="signal"`):
- `"accumulation"` — Stocks institutions are buying
- `"distribution"` — Stocks institutions are selling
- `"conviction"` — High conviction positions (5%+ of portfolio)
- `"new"` — Fresh institutional positions
```
institutional("manager", identifier="Citadel") # What does Citadel own?
institutional("security", identifier="NVDA") # Who owns NVIDIA?
institutional("signal", signal_type="accumulation") # Smart money buying
```
**Best for:** "What is Berkshire buying?", "Who owns NVDA?", "Follow the smart money."
---
### `search(q)` — Find anything across the platform
**Use when:** User is looking for something specific but doesn't know where it is.
**Searches across:**
- SEC 8-K filings (with LLM-extracted insights)
- Companies (by name or symbol)
- Insiders (executives, directors)
- Institutional managers (13F filers)
**Parameters:**
- `q`: Search query (min 2 chars)
- `entity_type`: Filter results — `"filing"`, `"company"`, `"insider"`, `"manager"`
- `sector`: Filter by sector
- `impact`: Filter filings by impact level — `"HIGH"`, `"MEDIUM"`, `"LOW"`
- `limit`: Max results (default 20, max 100)
```
search("CEO resignation") # Find CEO departure filings
search("NVIDIA", entity_type="company") # Find NVIDIA
search("Buffett", entity_type="insider") # Find Warren Buffett
search("activist", entity_type="manager") # Find activist funds
search("acquisition", sector="Technology", impact="HIGH") # High-impact tech M&A
```
**Best for:** "Find filings about X", "Search for Y", discovery when you're not sure where to look.
---
### `service_info(info_type)` — Account and service information
**Use when:** User asks about their subscription, features, or the service itself.
**Info types:**
- `"overview"` — Service description and capabilities (default)
- `"profile"` — User's subscription tier, features, account status
- `"pricing"` — Subscription tiers and pricing
- `"capabilities"` — Available tools and data sources
- `"status"` — Server health and configuration
```
service_info() # Overview
service_info("profile") # Your account
service_info("pricing") # Pricing info
```
**Best for:** "What can you do?", "What's my tier?", "How much does PRO cost?"
---
## Tool Selection Guide
| User Intent | Tool |
|-------------|------|
| "What's happening?" / "Market overview" | `pulse()` |
| "Tell me about [company/insider/sector]" | `investigate()` |
| "Find stocks where..." / "What opportunities..." | `screen()` |
| "How's my [position]?" / "Should I worry about..." | `assess()` |
| "What is [fund] buying?" / "Who owns [stock]?" | `institutional()` |
| "Search for..." / "Find filings about..." | `search()` |
| "What's my tier?" / "What can you do?" | `service_info()` |
---
### MCP Prompts
Pre-built research workflows that produce complete reports:
- `insider_activity_report` — Insider trading analysis for a symbol
- `sec_filing_intelligence_report` — 8-K filing analysis
- `macro_market_conditions_report` — Economic backdrop
- `influential_investor_research` — Smart money deep dive
- `sector_opportunity_scan` — Multi-signal sector analysis
- `quarterly_stock_checkup` — Portfolio position review
---
## About This Repository
The Profitelligence MCP server runs as a hosted remote service at
`https://mcp.profitelligence.com/mcp`. This repository is its public home:
- **Tool documentation** — the full argument and response reference above
- **`server.json`** — the [MCP registry](https://registry.modelcontextprotocol.io) manifest
- **Client setup** — ready-to-paste configuration in [Quick Start](#quick-start)
- **Security policy** — see [SECURITY.md](SECURITY.md)
There is nothing to install or run from here. Connect a client to the hosted
endpoint with your API key and you have the full server.
---
## Privacy Policy
See our privacy policy: [profitelligence.com/privacy](https://profitelligence.com/privacy)
---
## Support
- Issues: [GitHub Issues](https://github.com/profitelligence/profitelligence-mcp-server/issues)
- Contact: [profitelligence.com/contact](https://profitelligence.com/contact)
- Email: support@profitelligence.com
## License
MIT License - See [LICENSE](LICENSE) for details.