Server data from the Official MCP Registry
Institutional 13F intelligence: 8,600+ managers, holdings, peer search, sector flows.
Institutional 13F intelligence: 8,600+ managers, holdings, peer search, sector flows.
This is a well-structured MCP server for accessing SEC 13F institutional holdings data. It properly implements authentication via API key, uses environment variables for secrets, has appropriate input validation, and includes comprehensive error handling and compliance messaging. No security vulnerabilities were identified. Minor code quality observations around error handling patterns do not materially affect the score. Supply chain analysis found 3 known vulnerabilities in dependencies (0 critical, 3 high severity). Package verification found 1 issue.
6 files analyzed · 7 issues found
Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.
This plugin requests these system permissions. Most are normal for its category.
Set these up before or after installing:
Environment variable: THE13F_API_KEY
Environment variable: THE13F_API_BASE_URL
Environment variable: THE13F_MCP_TIMEOUT
Add this to your MCP configuration file:
{
"mcpServers": {
"com-the13f-mcp": {
"env": {
"THE13F_API_KEY": "your-the13f-api-key-here",
"THE13F_MCP_TIMEOUT": "your-the13f-mcp-timeout-here",
"THE13F_API_BASE_URL": "your-the13f-api-base-url-here"
},
"args": [
"the13f-mcp"
],
"command": "uvx"
}
}
}From the project's GitHub README.
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.
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.
uvx the13f-mcp
Or pip install the13f-mcp if you prefer to manage Python environments
yourself. Python 3.11+ required.
Free, no payment, no credit card:
pf13f_ key — shown onceTHE13F_API_KEY (see below)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.
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.
Settings → MCP → Add Server. Paste the same JSON block into the "Custom" field.
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.
| 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 |
| 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.
"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.
| 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. |
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.
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/.
tom@pickelfintech.com — quote the request_id field returned by any failing
tool call for fastest triage.
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.
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