Profitelligence
About
Access to insider trading data, SEC filings, economic indicators, and multi-signal analysis
Details
- Author
- profitelligence
- Categories
- Productivity, Finance, Other, Security
Jump to
Setup
Install Profitelligence in your MCP client (Claude Desktop, Cursor, Windsurf, and others).
Repository: https://github.com/profitelligence/profitelligence-mcp-server
Follow the installation instructions in the repository README, then restart your MCP client.
Financial intelligence for AI agents.Give Claude access to insider trading data, SEC filings, economic indicators, and multi-signal analysis — all through a single MCP server.
Traditional financial APIs return mountains of raw data. Your AI agent burns through tokens parsing CSVs, making repeated calls, and piecing together context.Profitelligence is different.
We providesemantically dense, LLM-optimized responsesdesigned for AI agents:
- Insider Trading Intelligence— Form 4 filings with entity search ("find Warren Buffett's trades")
- SEC Filing Analysis— AI-summarized 8-K events with impact scoring
- Market Data— Company profiles, OHLC prices, sector/industry context
- Economic Indicators— Federal Reserve (FRED) data for macro context
- Multi-Signal Analysis— Opportunity scoring that combines insider activity + SEC events + price action (PRO)
This MCP server is athin, stateless layerover Profitelligence's REST APIs:
- ✅Read-only— No ability to modify your account or execute trades
- ✅No data storage— Responses flow through, nothing is cached locally
- ✅Documented— Every tool, argument, and response format is specified in this repo
- ✅Your API key— You control access; revoke anytime from your dashboard
Option A: Connect via MCP Directory (Recommended)
- Visit theAnthropic MCP Directory - Find and clickProfitelligence - Complete OAuth authentication with your Google account - Start asking financial questions!No API key needed — authentication is handled automatically.
Sign up at
profitelligence.com— no credit card required.- Access to top 500 stocks by volume
- Insider trading data (Form 4)
- SEC 8-K filing summaries
- Economic indicators (FRED)
- 250 API calls/day
Generate an API key from your
account dashboard.Go toSettings → Connectors → Add Custom Connectorand paste this URL:
https://mcp.profitelligence.com/mcp?apiKey=YOUR_API_KEY
ReplaceYOUR_API_KEYwith your key (e.g.pk_live_abc123...). That's it — start chatting.
Claude Desktop (config file alternative):
Add to~/Library/Application Support/Claude/claude_desktop_config.json:
{ "mcpServers": { "profitelligence": { "url": "https://mcp.profitelligence.com/mcp?apiKey=YOUR_API_KEY", "transport": "streamable-http" } } }
claude mcp add profitelligence --transport http \ https://mcp.profitelligence.com/mcp \ --header "X-API-Key: YOUR_API_KEY"
That's it! Ask Claude:"What insider buying happened in tech stocks this week?"
Early adopter pricing— $4.99/mo PRO and $9.99/mo Elite rates are locked in for the first 1,000 users (regular: $10/mo and $29/mo).
Upgrade anytime.7 tools designed for maximum token efficiency. Each answers complete questions with rich, contextual responses:
User prompt:"What's happening in the market right now?"
- Server callspulse()tool
- Returns current market movers (gainers, losers, volume leaders)
- Shows recent high-impact SEC 8-K filings with AI-generated summaries
- Lists notable insider transactions from Form 4 filings
- Provides key economic indicators from FRED
User prompt:"Tell me about NVIDIA's insider activity and recent filings"
- Server callsinvestigate("NVDA")tool
- Returns company profile with sector, market cap, and CEO
- Shows price history and technical signals
- Lists recent 8-K material events with impact scores
- Provides Form 4 insider transaction summary and sentiment
- Includes latest financials from 10-K/10-Q filings
Example 3: Find Investment Opportunities
User prompt:"Find tech stocks where insiders are buying"
- Server callsscreen(focus="insider", sector="Technology")tool
- Scans market for insider buying clusters in Technology sector
- Returns ranked list of opportunities with transaction details
- Shows insider names, roles, and transaction values
- Provides opportunity scores based on multi-signal analysis
Example 4: Track Institutional Investors
User prompt:"What is Berkshire Hathaway buying?"
- Server callsinstitutional("manager", identifier="Berkshire")tool
- Uses fuzzy search to find matching institutional manager
- Returns top holdings from latest 13F filing
- Shows recent position changes (new buys, additions, exits)
- Lists high-conviction positions (5%+ of portfolio)
Understandingwhento use each tool is key to getting the best results. Here's the mental model:
pulse()— What's happening right now?
Use when:User wants a market overview without a specific company in mind.
Returns:Market movers, recent high-impact 8-K filings, notable insider trades, key economic indicators.
Best for:Starting a session, getting oriented, "what should I look at today?"
investigate(subject)— Deep dive on a specific entity
Use when:User names a specific company, insider, or sector they want to research.
- Stock symbols (AAPL,NVDA) → Company research
- CIK numbers (0001067983) → Insider research
- Sector names (Technology) → Sector analysis
- Profile, price history, material events (8-K filings)
- Insider intelligence (Form 4 summary + recent transactions)
- Financials (income statement, balance sheet, cash flow from 10-K/10-Q)
- Opportunity signals, technical indicators
investigate("AAPL") # Company investigate("0001067983") # Warren Buffett by CIK investigate("Technology", entity_type="sector") # Sector
Best for:"Tell me about X", "What's going on with X?", research before a decision.
screen(focus)— Find opportunities across the market
Use when:User wants to discover stocks matching certain criteria, not research a specific one.
- focus: What signal to screen for
- "all"— Everything (default)
- "multi_signal"— Stocks with multiple confirming signals
- "insider"— Insider buying clusters
- "events"— High-impact 8-K filings
screen() # Everything screen(focus="insider", sector="Technology") # Tech insider buying screen(focus="events", days=14) # Recent material events
Best for:"What opportunities are out there?", "Find me stocks where insiders are buying."
assess(symbol)— Health check for a position you own
Use when:User owns a stock and wants to evaluate whether to hold, add, or sell.
- Current price action and technical signals
- Recent material events (8-K filings)
- Insider sentiment (are insiders buying or selling?)
- Institutional sentiment (13F accumulation/distribution)
- Financials snapshot
- Risk factors
assess("NVDA") assess("AAPL", days=90) # Longer lookback
Best for:Portfolio review, "How's my position in X?", "Should I be worried about X?"
institutional(query_type)— 13F institutional investor intelligence
Use when:User wants to know what big money is doing.
- "manager"— Profile a specific fund (by name or CIK)
- "security"— Who owns a specific stock?
- "signal"— Find stocks with institutional flow patterns
Signal types(forquery_type="signal"):
- "accumulation"— Stocks institutions are buying
- "distribution"— Stocks institutions are selling
- "conviction"— High conviction positions (5%+ of portfolio)
- "new"— Fresh institutional positions
institutional("manager", identifier="Citadel") # What does Citadel own? institutional("security", identifier="NVDA") # Who owns NVIDIA? institutional("signal", signal_type="accumulation") # Smart money buying
Best for:"What is Berkshire buying?", "Who owns NVDA?", "Follow the smart money."
search(q)— Find anything across the platform
Use when:User is looking for something specific but doesn't know where it is.
- SEC 8-K filings (with LLM-extracted insights)
- Companies (by name or symbol)
- Insiders (executives, directors)
- Institutional managers (13F filers)
- q: Search query (min 2 chars)
- entity_type: Filter results —"filing","company","insider","manager"
- sector: Filter by sector
- impact: Filter filings by impact level —"HIGH","MEDIUM","LOW"
- limit: Max results (default 20, max 100)
search("CEO resignation") # Find CEO departure filings search("NVIDIA", entity_type="company") # Find NVIDIA search("Buffett", entity_type="insider") # Find Warren Buffett search("activist", entity_type="manager") # Find activist funds search("acquisition", sector="Technology", impact="HIGH") # High-impact tech M&A
Best for:"Find filings about X", "Search for Y", discovery when you're not sure where to look.
service_info(info_type)— Account and service information
Use when:User asks about their subscription, features, or the service itself.
- "overview"— Service description and capabilities (default)
- "profile"— User's subscription tier, features, account status
- "pricing"— Subscription tiers and pricing
- "capabilities"— Available tools and data sources
- "status"— Server health and configuration
service_info() # Overview service_info("profile") # Your account service_info("pricing") # Pricing info
Best for:"What can you do?", "What's my tier?", "How much does PRO cost?"
Pre-built research workflows that produce complete reports:
- insider_activity_report— Insider trading analysis for a symbol
- sec_filing_intelligence_report— 8-K filing analysis
- macro_market_conditions_report— Economic backdrop
- influential_investor_research— Smart money deep dive
- sector_opportunity_scan— Multi-signal sector analysis
- quarterly_stock_checkup— Portfolio position review
The Profitelligence MCP server runs as a hosted remote service athttps://mcp.profitelligence.com/mcp. This repository is its public home:
- Tool documentation— the full argument and response reference above
- server.json— the
- Client setup— ready-to-paste configuration inQuick Start
- Security policy— seeSECURITY.md
There is nothing to install or run from here. Connect a client to the hosted endpoint with your API key and you have the full server.
See our privacy policy:
profitelligence.com/privacy- Issues:
GitHub Issues- Contact:profitelligence.com/contact
- Email:support@profitelligence.com
Company lookup, LEI search, SEC filings, and financials for AI agents. 6 tools, free, no API key.
Sign in to leave a review
Use Google, GitHub, or an email account so ratings stay tied to real people.
No reviews posted yet.




