HoldingsIntel is a remote MCP server that gives an AI agent 24 tools, among them add_saved_list_item, analyze_fund, analyze_politician. It answers at https://mcp.holdingsintel.com/sse over Server-Sent Events, and it listed its tools to an anonymous client, so no sign-in was needed for that. Our probes reached it 10 of 10 times since 5 September 2026; the last check, on 18 October 2026, succeeded.
Smart Money Verdict per stock & fund from SEC 13F, insider, activist & congressional filings.
Description as the publisher wrote it.
| Tool | What it does |
|---|---|
add_saved_list_item | Adds one type-discriminated entity to a saved list. Repeating an existing membership is idempotent; omitted notes are preserved and null clears them. Inputs: list_id, item, notes |
analyze_fund | Returns a filing-bound hedge-fund profile with current rating, DNA, and tracked-holdings in-profit enrichment when available. WHEN TO USE: User asks about a specific hedge fund's profile, performance, investing style, or recent disclosed mo Inputs: cik_or_name, quarter |
analyze_politician | Returns a single politician's profile, trading performance, and notable trades, based on their official financial disclosures. WHEN TO USE: User asks how a specific member of Congress has performed as a trader, or wants their profile and re Inputs: member |
analyze_stock | Returns the Smart Money Verdict for a single stock: a synthesized signal from 13F institutional positioning, Form 4 insider trades, 13D/13G activist filings, and STOCK Act congressional trades. WHEN TO USE: User asks about an individual sto Inputs: ticker_or_cusip |
clone_fund | Backtests a disclosed hedge-fund cloning strategy across completed 13F disclosure intervals without look-ahead. WHEN TO USE: User wants to know how a fund-cloning strategy would have performed. Examples: - "Backtest cloning Renaissance's to Inputs: cik_or_name, top_n, rank_by, scenario, start_quarter |
compare_funds | Side-by-side comparison of 2-3 hedge funds on one real common 13F quarter: holding overlap (Jaccard similarity), DNA similarity, ratings, win rates, and common holdings. WHEN TO USE: User wants to compare hedge funds head-to-head. Examples: Inputs: funds, quarter |
create_saved_list | Creates an authenticated user's named saved list. Names cannot have leading or trailing whitespace, are case-insensitively unique, Watchlist is reserved, and retrying the same name returns the existing list. Inputs: name |
delete_saved_list | Deletes an authenticated user's named saved list and its items. The protected default Watchlist cannot be deleted. Inputs: list_id |
find_signals | Screens for stocks or fund moves matching a signal type. Use this when the user wants a list, not a single stock. WHEN TO USE: User asks for a screen, list, or "what's interesting right now". Types: - convergence: stocks with institutional Inputs: type, sector, min_score, quarter, limit, cursor |
get_13f_activity | Returns every available changed 13F position for exactly one fund or one stock in one quarter, using cursor pagination. WHEN TO USE: The user asks what a fund bought, added to, trimmed, or exited; or which institutions changed a named stock Inputs: cik_or_name, ticker_or_cusip, quarter, change_types, instrument_type, limit |
get_activist_stakes | Returns SEC Schedule 13D/13G large-ownership filings. With no identity filter, returns the global recent-filing feed; optionally filter by one stock or one filer. WHEN TO USE: User asks who has taken a big stake in a company, or whether an Inputs: ticker_or_cusip, filer, classification, filed_from, filed_to, limit |
get_congress_trades | Returns official financial disclosures from Congress and the OGE executive-branch feed. It defaults to Congress; branch selects Congress, executive, or both. Optionally filter by one stock or one official filer. WHEN TO USE: User asks what Inputs: ticker_or_cusip, member, branch, direction, filed_from, filed_to |
get_fund_holdings | Returns all disclosed positions currently processed for a hedge fund and quarter, paginated. WHEN TO USE: User wants every currently processed disclosed position for a fund, not just the headline moves or rating. Examples: - "List everythin Inputs: cik_or_name, quarter, instrument_type, limit, cursor |
get_insider_trades | Returns completed current corporate-insider non-derivative Form 4 transactions filed since August 24, 2026. With no identity filter, returns the global recent-filing feed; optionally filter by one stock or one insider. WHEN TO USE: User ask Inputs: ticker_or_cusip, insider_name, direction, trade_class, filed_from, filed_to |
get_my_mcp_status | Returns the current caller's authentication method, HoldingsIntel access tier, and exact daily MCP quota usage. This read-only status check does not consume daily quota. Anonymous callers receive quota=null; it never exposes keys, billing d |
get_saved_list | Returns one authenticated user's saved list with type-discriminated items. The protected default Watchlist supports stocks and funds; named lists also support politicians and insiders. Inputs: list_id |
get_stock_holders | Returns every available active cash-equity 13F holder position for one stock and one quarter, using cursor pagination. WHEN TO USE: The user asks who owns a stock, which institutions hold it, how large each disclosed position is, or wants a Inputs: ticker_or_cusip, quarter, limit, cursor |
list_quarters | Returns every processed 13F quarter with reported and prior-quarter filer counts, a default_ready selection heuristic, and whether the current caller can access that quarter. It never labels a quarter complete. latest is the newest default- |
list_saved_lists | Lists the authenticated user's protected default Watchlist and named saved lists, including each list's allowed item types and current count. |
remove_saved_list_item | Removes one item from an authenticated user's saved list without deleting the list. Inputs: list_id, item_id |
rename_saved_list | Renames an authenticated user's named saved list. Names cannot have leading or trailing whitespace; the protected default Watchlist cannot be renamed, and no named list can be renamed to the reserved name Watchlist. Inputs: list_id, name |
search_filers | Searches funds by name and returns canonical CIKs for discovery or disambiguation. WHEN TO USE: The user asks to find funds, a partial name may match several funds, or a workflow specifically needs a canonical CIK. Examples: - "Find funds w Inputs: query, limit |
search_securities | Searches stocks by ticker or company name and returns canonical security identities. WHEN TO USE: The user asks to find stocks, a company name is ambiguous, or a workflow specifically needs the canonical CUSIP. WHEN NOT TO USE: - Call analy Inputs: query, limit |
update_saved_list_item_notes | Updates notes on one authenticated user's saved-list item. Null clears notes. Inputs: list_id, item_id, notes |
Every block below points at https://mcp.holdingsintel.com/sse. Pick your client and copy.
claude mcp add --transport sse holdingsintel https://mcp.holdingsintel.com/sse
{
"mcpServers": {
"holdingsintel": {
"command": "npx",
"args": ["-y", "mcp-remote", "https://mcp.holdingsintel.com/sse"]
}
}
}{
"mcpServers": {
"holdingsintel": {
"url": "https://mcp.holdingsintel.com/sse"
}
}
}{
"servers": {
"holdingsintel": {
"type": "sse",
"url": "https://mcp.holdingsintel.com/sse"
}
}
}{
"context_servers": {
"holdingsintel": {
"url": "https://mcp.holdingsintel.com/sse"
}
}
}{
"mcpServers": {
"holdingsintel": {
"serverUrl": "https://mcp.holdingsintel.com/sse"
}
}
}{
"mcpServers": {
"holdingsintel": {
"url": "https://mcp.holdingsintel.com/sse"
}
}
}name: HoldingsIntel
version: 0.0.1
schema: v1
mcpServers:
- name: HoldingsIntel
type: sse
url: https://mcp.holdingsintel.com/sse{
"mcpServers": {
"holdingsintel": {
"url": "https://mcp.holdingsintel.com/sse"
}
}
}{
"mcpServers": {
"holdingsintel": {
"type": "sse",
"url": "https://mcp.holdingsintel.com/sse"
}
}
}{
"mcpServers": {
"holdingsintel": {
"url": "https://mcp.holdingsintel.com/sse"
}
}
}goose://extension?url=https%3A%2F%2Fmcp.holdingsintel.com%2Fsse&type=sse&id=holdingsintel&name=HoldingsIntel
It answered our last check on 18 October 2026 in 180 ms. Over 10 checks since 5 September 2026 it answered 10. Status here comes from Neuronto's own probes, not from the publisher.
Yes. It is published by holdingsintel.com and served from mcp.holdingsintel.com, the vendor's own domain: https://mcp.holdingsintel.com/sse.
24, as returned by the server's own tools/list on 31 August 2026: add_saved_list_item, analyze_fund, analyze_politician, analyze_stock, clone_fund, compare_funds, create_saved_list, delete_saved_list, and 16 more.
It answered our last check on 18 October 2026 in 180 ms. Over 10 checks since 5 September 2026 it answered 10.
Put the server under mcpServers in ~/.cursor/mcp.json with the URL https://mcp.holdingsintel.com/sse. The exact JSON is above, with the same setup for Claude Code, Claude Desktop, VS Code, Windsurf, Zed, Gemini CLI and the rest.
It listed its tools to an anonymous client, so reading the tool list needs no key. Individual tools can still ask for credentials in their own inputs.
Publisher: com.holdingsintel. Endpoint host: mcp.holdingsintel.com. ARD identifier: urn:air:com.holdingsintel:mcp:mcp.
First indexed 31 August 2026. The tools are exactly what the server returned; nothing on this page
is inferred from its name. Ranking in Neuronto search is never for sale.