1. Conduid
  2. Finance
  3. pickelfintech/the13f-mcp
MCP server · Finance

pickelfintech/the13f-mcp

mcp`.

Unclaimed last commit 6 months ago finance
34Low

Scored 6 months ago · breakdown

About pickelfintech/the13f-mcp

pickelfintech/the13f-mcp is an MCP server published by pickelfintech in the Finance category: mcp`.

The repository has 1 stars and 0 forks, with the last commit 6 months ago. Six months or more without a commit doesn't mean the server is broken, but check the open issues before depending on it in production.

Install

From source
git clone https://github.com/pickelfintech/the13f-mcp

This server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.

Tools (9)

find_similar_managersMatch a portfolio against the universe

Parameters not published.

get_consensus_portfolioMost-widely-held securities per quarter

Parameters not published.

get_manager_holdingsFull positions for a CIK + quarter

Parameters not published.

get_manager_holdings_bulkUp to 25 `(cik, quarter)` pairs in one call

Parameters not published.

get_market_regimeInstitutional regime snapshot (IIOI composite, state, transition)

Parameters not published.

get_sector_flowsPer-sector capital flows and risk posture

Parameters not published.

list_all_managersUniverse of 8,600+ filers with per-manager summary stats

Parameters not published.

list_quartersAll quarters with holdings data + the latest quarter

Parameters not published.

search_managersAutocomplete 13F filers by name

Parameters not published.

Ask AI

✦

Ask AI about pickelfintech/the13f-mcp

Powered by Claude · Grounded in docs

I know everything about pickelfintech/the13f-mcp. Ask me about installation, configuration, usage, or troubleshooting.

Security checks

  • ✓README presentThe repository ships documentation.

5 checks have not been run yet.

README

the13f-mcp

Model Context Protocol server for the13f. Brings institutional 13F intelligence into Claude Desktop, Cursor, VS Code + Continue, and any MCP-compatible host — no HTTP code required on your side.

Important limitations

Research data only. Sourced from publicly disclosed SEC Form 13F filings, which lag quarter-end by up to 45 days. Past institutional positioning does not predict future performance. Nothing here constitutes investment advice. Every tool's response includes a disclaimer field; the host LLM should surface it alongside any analysis it produces.

Install

uvx the13f-mcp

Or pip install the13f-mcp if you prefer to manage Python environments yourself. Python 3.11+ required.

Get a free API key

Free, no payment, no credit card:

  1. Visit https://the13f.com/developers/
  2. Enter your email and solve the Cloudflare Turnstile challenge
  3. Copy your pf13f_ key — shown once
  4. Paste it into your MCP host's config as THE13F_API_KEY (see below)
  5. Restart the host

Free tier: 100 read calls per day; quota rolls at UTC midnight. Signal and report tools arrive in later minor versions when paid tiers launch.

Configure your MCP host

Claude Desktop

Edit ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%/Claude/claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "the13f": {
      "command": "uvx",
      "args": ["the13f-mcp"],
      "env": {
        "THE13F_API_KEY": "pf13f_..."
      }
    }
  }
}

Restart Claude Desktop. The13f tools should appear in the MCP tool list.

Cursor

Settings → MCP → Add Server. Paste the same JSON block into the "Custom" field.

VS Code with Continue

Settings → experimental.modelContextProtocolServers → add a stdio transport running uvx the13f-mcp with THE13F_API_KEY in env. The key reveal page at https://the13f.com/developers/signup-success shows a copy-paste-ready snippet with the key already filled in.

Available tools — v0.1.0 (Read tier, free)

Tool What it does
list_quarters All quarters with holdings data + the latest quarter
search_managers Autocomplete 13F filers by name
get_manager_holdings Full positions for a CIK + quarter
get_manager_holdings_bulk Up to 25 (cik, quarter) pairs in one call
list_all_managers Universe of 8,600+ filers with per-manager summary stats
find_similar_managers Match a portfolio against the universe
get_consensus_portfolio Most-widely-held securities per quarter
get_market_regime Institutional regime snapshot (IIOI composite, state, transition)
get_sector_flows Per-sector capital flows and risk posture

Planned tools — later versions

Version Tools Requires
v0.2.0 get_security_signals, get_security_signals_bulk, get_portfolio_signals Standard tier subscription
v0.3.0 generate_manager_report, generate_security_report, generate_sector_report, check_report_status, wait_and_download_report Standard tier + stored card; two-step confirm

The free-tier Read tools are enough to explore the data and build prompts against it. Signal and report tools deliberately wait on the paid-tier billing plumbing.

Example prompts

"Pull Berkshire Hathaway's top 20 positions as of Q4 2025 and summarize what grew the most quarter-over-quarter."

"I own AAPL, MSFT, and NVDA equal-weight. Find the 5 institutional managers whose portfolios most closely resemble mine."

"What sector did 13F filers most aggressively reduce last quarter? Show me the top three managers leading the reduction."

The MCP host's LLM picks the right tool, fills in arguments, surfaces the disclaimer, and returns the result as structured JSON.

Environment variables

Var Default What it controls
THE13F_API_KEY (none) Your pf13f_ key. Without it, tools return a structured "free signup required" response with a link to the signup page.
THE13F_API_BASE_URL https://api.the13f.com Override for local development against a running copy of the13f's gui_server.
THE13F_MCP_TIMEOUT 30 Per-request HTTP timeout in seconds. Minimum 5.

Source

Public source: https://github.com/pickelfintech/the13f-mcp. This is the snapshot that PyPI, Glama.ai, and the MCP community list point at. The GitHub repo is a push-mirror of the GitLab one at gitlab.com/pickel-fintech/the13f-mcp; GitLab remains the primary and also carries the release CI. Bug reports and PRs are accepted on either side.

License

MIT — see LICENSE. The hosted api.the13f.com API that this client calls is a separate service. A free API key (100 calls/day) is required; sign up at https://the13f.com/developers/.

Support

tom@pickelfintech.com — quote the request_id field returned by any failing tool call for fastest triage.

License

MIT. See LICENSE. The MCP server source is MIT-licensed; use of the the13f API itself is governed by the Terms of Service at https://the13f.com/terms.html.

README copy captured when this server was indexed; it may lag the repository. The original is authoritative.

Questions

About pickelfintech/the13f-mcp

How do I install pickelfintech/the13f-mcp?

No package has been published for this server, so install it from source: clone the repository and follow its README.

Is pickelfintech/the13f-mcp safe to use with an AI agent?

Its trust score is 34 out of 100 (low). It passes 1 of the 1 static security checks run so far. It has no ConduID identity yet, so agent calls to it are not receipted.

Is pickelfintech/the13f-mcp still maintained?

The last commit was 6 months ago. That's long enough that you should check whether the maintainer is responding to issues before depending on it.