Financial

Profitelligence MCP Server

Connect your account, then chat with AI to run tools.

This server offers financial intelligence tools, including insights into insider trades, SEC filings, and 13F holdings. It is targeted at investors and financial analysts looking for detailed data to inform their investment decisions.

Agent guide included

Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.

AI Skill
SKILL.md

Domain knowledge for Profitelligence — workflow patterns, data models, and gotchas for your AI agent.

This MCP provider offers in-depth financial intelligence capabilities for investment research and market analysis. It aggregates data from SEC filings, insider transactions, institutional holdings, and market movements to provide actionable insights for investors and analysts.

Core Capabilities

Market Intelligence: Access real-time market snapshots showing current movers, recent filings, insider activity, and economic indicators. Get daily pre-market briefings with key overnight developments.

Entity Research: Automatically research companies, insiders, or sectors by simply providing a ticker symbol, name, or identifier. The system intelligently detects the entity type and provides relevant analysis.

Opportunity Scanning: Discover investment opportunities across different focus areas including multi-signal analysis, insider trading patterns, and corporate events. Filter results by sector for targeted research.

Position Analysis: Perform health checks on existing stock positions, analyzing material events, insider sentiment, institutional positioning, and technical signals to assess risk and opportunity.

Institutional Intelligence: Track institutional investor behavior through 13F filings analysis. Profile specific fund managers, analyze their holdings patterns, and monitor position changes.

Cross-Platform Search: Perform semantic searches across filings, companies, insiders, and institutional managers using natural language queries.

Prompt Templates

The service includes six specialized prompt templates for common research workflows: morning briefings, detailed company reports, position risk assessments, institutional flow analysis, sector opportunity scans, and insider trading deep-dives.

Frequently Asked Questions

What is the Profitelligence MCP server?

This server offers financial intelligence tools, including insights into insider trades, SEC filings, and 13F holdings. It is targeted at investors and financial analysts looking for detailed data to inform their investment decisions. It provides tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect Profitelligence 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/profitelligence-mcp. Authentication is handled automatically.

What authentication does Profitelligence require?

Profitelligence uses API Key. Profitelligence requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect Profitelligence to any MCP client in minutes

https://mcp.mcpbundles.com/bundle/profitelligence-mcp

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 Profitelligence and paste the MCP URL into Remote MCP server URL.
  4. Click Add. Profitelligence will appear under Not connected — select it and click Connect to complete OAuth.
Name: Profitelligence
Remote MCP server URL: https://mcp.mcpbundles.com/bundle/profitelligence-mcp
Authentication: OAuth

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

Maintain this listing

Operate Profitelligence? You can take over the listing's metadata.

Operate Profitelligence?

Take over this listing's metadata — name, description, category, logo, website, contact email, and skill content. Verification is a 6-digit code we email to one of the maintainer addresses your server already publishes in /.well-known/security.txt or /.well-known/mcpbundles.json. Free, takes about a minute.

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