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the13f-mcp

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Institutional 13F intelligence for Claude Desktop, Cursor, and VS Code. Nine Read tools: manager search, holdings, similarity, regime, sector flows.

the13f-mcp

Model Context Protocol server for the13f. Bringsinstitutional 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 doesnot predict future performance. Nothing here constitutes investment advice.Every tool's response includes a disclaimer field; the host LLM shouldsurface it alongside any analysis it produces.

Install

uvx the13f-mcp

Or pip install the13f-mcp if you prefer to manage Python environmentsyourself. 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 andreport 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 stdiotransport running uvx the13f-mcp with THE13F_API_KEY in env. The keyreveal page at https://the13f.com/developers/signup-success shows acopy-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 promptsagainst it. Signal and report tools deliberately wait on the paid-tierbilling plumbing.

Example prompts

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

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

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

The MCP host's LLM picks the right tool, fills in arguments, surfaces thedisclaimer, 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 thesnapshot that PyPI, Glama.ai, and the MCP community list point at. TheGitHub repo is a push-mirror of the GitLab one atgitlab.com/pickel-fintech/the13f-mcp; GitLab remains the primary andalso carries the release CI. Bug reports and PRs are accepted on eitherside.

License

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

Support

[email protected] — quote the request_id field returned by any failingtool call for fastest triage.

License

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

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