Profitelligence

by profitelligence

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About

Access to insider trading data, SEC filings, economic indicators, and multi-signal analysis

Details

Author
profitelligence
Categories
Productivity, Finance, Other, Security

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 atprofitelligence.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 youraccount 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
MCP registrymanifest
- Client setup— ready-to-paste configuration in
Quick Start
- Security policy— see
SECURITY.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.

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