Financial

Form 13F Filings MCP Server

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Institutional ownership, 13F filings, holder performance, and position analytics

Managed
7 tools
Agent guide included

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AI Skill
SKILL.md

Domain knowledge for Form 13F Filings — workflow patterns, data models, and gotchas for your AI agent.

Financial Modeling Prep Form 13F Filings

Institutional ownership, 13F filings, holder performance, position analytics. Hedge fund and institutional holdings.

Data Model

  • Filings — when institutions filed.
  • Extract — holdings data, analytics by holder.
  • Analytics — holder performance, positions, industry breakdown.
  • Industry — performance summary. Insider trading is different dataset.

Gotchas

  • 13F vs insider: 13F = institutional holdings (quarterly); insider = officer/director trades. Different datasets.
  • Filing lag: 13Fs filed 45 days after quarter end; data is delayed.
  • CUSIP: 13F uses CUSIP for securities; may need CUSIP lookup (Company Search) for symbol mapping.

Tools in this Server (7)

Filings Extract

The SEC Filings Extract API allows users to extract detailed data directly from official SEC filings. This API provides access to key information such...

Form 13F Filings Dates

The Form 13F Filings Dates API allows you to retrieve dates associated with Form 13F filings by institutional investors. This is crucial for tracking ...

Holder Performance Summary

The Holder Performance Summary API provides insights into the performance of institutional investors based on their stock holdings. This data helps tr...

Holders Industry Breakdown

The Holders Industry Breakdown API provides an overview of the sectors and industries that institutional holders are investing in. This API helps anal...

Industry Performance Summary

The Industry Performance Summary API provides an overview of how various industries are performing financially. By analyzing the value of industries o...

Latest Insider Trading

Access the latest insider trading activity using the Latest Insider Trading API. Track which company insiders are buying or selling stocks and analyze...

Positions Summary

The Positions Summary API provides a full snapshot of institutional holdings for a specific stock symbol. It tracks key metrics like the number of inv...

Frequently Asked Questions

What is the Form 13F Filings MCP server?

Institutional ownership, 13F filings, holder performance, and position analytics It provides 7 tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect Form 13F Filings to my AI agent?

Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/fmp-form-13f. Authentication is handled automatically.

How many tools does Form 13F Filings provide?

Form 13F Filings provides 7 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.

What authentication does Form 13F Filings require?

Form 13F Filings uses API Key. Financial Modeling Prep requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect Form 13F Filings to any MCP client in minutes

MCP URL
https://mcp.mcpbundles.com/bundle/fmp-form-13f

One-click install:

The link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.

Or add manually

  1. Open claude.ai → Settings → Connectors.
  2. Click the + button and choose Add custom connector.
  3. Set Name to Form 13F Filings and paste the MCP URL into Remote MCP server URL.
  4. Click Add. Form 13F Filings will appear under Not connected — select it and click Connect to complete OAuth.
Name: Form 13F Filings
Remote MCP server URL: https://mcp.mcpbundles.com/bundle/fmp-form-13f
Authentication: OAuth

Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).

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Form 13F Filings MCP Server & Skill — 7 Tools