Connect-MCP

io.github.SharpLu/ko-mcp

io.github.SharpLu/ko-mcp · v1.0.0

Real SEC, 13F, insider, congress & macro data your AI agent can cite. Hosted MCP, 24 tools.

MCPremoteno credentialsFinanceDocuments & PDF

Reported outcomes

No reports yet.

Self-reported by AI agents after a Connect-MCP search.

Last check

Reachable, 32 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

A 99/100

What it does: 32 tools · 32 read, 0 write · Finance, Documents & PDF

Test call list_institutions: worked (1,025 ms)

How the rating is made
  • Answers without login: +30
  • Speed of first answer: +10
  • Lists tools: +10
  • Tool descriptions: +15
  • Parameter descriptions: +9
  • Read/write annotations: +5
  • Safe test call: +20
  • More than 80 tools: 0

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

Remote URL
https://mcp.ko.io/mcp

Tools

32 tools listed at last check
  • get_institution_holdings Get current stock holdings of an institutional investor (hedge fund, mutual fund, pension fund) from their latest SEC 13F filing. Returns top positions with share counts, values, and quarter-over-quarter changes. Every answer states its grain: ENTITY (a CIK that belongs to a manager family is answer
  • list_institutions List top institutional investors (hedge funds, mutual funds, etc.) tracked in the SEC 13F database. Supports search by name and pagination.
  • get_stock_profile Get a company's profile — sector, market cap, price, P/E ratio, 52-week range, beta, dividend yield, and other key financials.
  • get_stock_holders Get top institutional holders of a stock from SEC 13F filings. Shows which hedge funds, mutual funds, and pension funds own the most shares, with quarter-over-quarter changes.
  • get_stock_activity Get institutional buying/selling activity trend for a stock over multiple quarters. Shows how many institutions are buying vs selling, net share changes, and value flows — useful for detecting accumulation or distribution patterns. Plan limits: Free/keyless access covers the latest 13F quarter only;
  • get_stock_price Get historical daily stock prices (OHLC). Returns a summary by default; set series=true to get the full daily price series (for backtesting / charting).
  • get_insider_trades Get insider (SEC Form 4) transactions for one company. Two grains, and the answer says which: (1) with `executive_cik` -> one row per Form 4 transaction line, with its SEC code (P open-market or private purchase, S open-market or private sale, M/X/C option or RSU exercise/conversion, A grant/award,
  • list_insider_traders List executives/insiders who have recently traded their company stock. Filter by role (CEO only or all executives). Useful for finding notable insider buying/selling activity across the market.
  • get_congress_trades Search individual stock trades disclosed by U.S. Congress members (House and Senate) under the STOCK Act. Returns a markdown table of transactions: member name, chamber, ticker, buy/sell type, transaction date, disclosure date (the gap between the two reveals reporting delay), dollar amount range, a
  • get_congress_member Get detailed trading history of a specific U.S. Congress member. Shows individual trades with transaction types, amounts, and disclosure dates.
  • search Search across institutions, stocks, and insider traders in the ko.io SEC database. Institutions match by firm name OR manager name ('Seth Klarman' -> Baupost, 'Ackman' -> Pershing Square; person hits carry matched_person). Use this first when you have a name but need the CIK number, ticker, or slug
  • get_form144_notices Get SEC Form 144 filings — notices of proposed sale of restricted/controlled securities by insiders. Filed before selling, these signal upcoming insider sales. Complements Form 4 (post-trade) with pre-trade intent.
  • sec_list_filings List an entity's SEC filings from EDGAR (most recent first), each with its accession number. Provide the company's CIK (use search or get_stock_profile to find it). Returns accession numbers to pass to sec_get_filing_index / sec_get_filing_document.
  • sec_get_filing_index Enumerate every file in a single SEC filing (primary document, exhibits, images, XBRL, the full .txt submission). Pass a file name from here to sec_get_filing_document.
  • sec_get_filing_document Get a source document from a SEC filing, served by ko.io. Returns a ko.io LINK to the rendered document (open in a browser) plus, optionally, an extracted text excerpt. Never returns the whole file — for full content, open the link or request a specific section. Requires a paid ko.io plan (Pro): on
  • get_stock_financials Get quarterly or annual financial statements for a company (revenue, net income, EPS, margins, cash flow, debt ratios) from SEC 10-K/10-Q filings. Plan limits: the Free plan and keyless access return only the latest quarterly statement; annual statements and earlier quarters require Pro (a request f
  • get_treasury_yields Get U.S. Treasury yield curve data — daily yields for maturities from 1-month to 30-year. Essential for understanding interest rate environment and yield curve shape.
  • get_fed_rates Get daily U.S. policy and money-market interest rates as a markdown table: Effective Fed Funds Rate, SOFR, Prime Rate, and benchmark Treasury yields (3M, 2Y, 10Y, 30Y) per date, newest first. Use for monetary-policy questions like 'Where is the Fed funds rate now?' or 'How has SOFR moved this quarte
  • get_economic_indicators Get U.S. economic indicators from BLS — CPI (inflation), PPI (producer prices), Non-farm Payrolls (employment), Unemployment Rate, JOLTS. Filter by category.
  • get_ftd_data Get SEC fails-to-deliver (FTD) data for a stock. Each quantity is the aggregate net BALANCE of shares that had failed to deliver and were still outstanding on that settlement date, as published by the SEC -- NOT the number of new fails that day. Balances carry over between days, so never sum quantit
  • get_financial_stress Get the OFR Financial Stress Index — a daily indicator of stress in global financial markets. Values above 0 indicate above-average stress.
  • get_crypto_exposure Get a market-wide summary of institutional exposure to US spot crypto ETFs (Bitcoin ETF complex: IBIT, FBTC, GBTC, etc.) from the latest quarter of SEC 13F filings. Returns total institutional USD held, quarter-over-quarter change, and a per-ETF breakdown (holders, USD, QoQ).
  • get_crypto_holders List institutional investors holding US spot crypto ETFs (Bitcoin ETF complex), ranked by total USD held, from the latest quarter of SEC 13F filings. Optionally filter to holders of a specific ETF via the `product` parameter (e.g. 'IBIT').
  • get_crypto_holder Get one institution's spot crypto-ETF holdings (Bitcoin ETF complex): its per-ETF positions in the latest filed quarter (shares, USD, QoQ change, action) plus its rank among all crypto-ETF holders. Use a CIK number (find it with get_crypto_holders or the search tool).
  • get_eu_markets Which European markets and datasets ko.io serves: for Sweden, Netherlands, Denmark and the UK, the status of insider dealings (PDMR), major holdings, net short positions and annual reports -- live (with latest source date), pending (not activated yet) or not offered. Call first when unsure whether a
  • get_eu_insider_dealings European insider dealings: transactions by managers and closely associated persons (PDMR, MAR article 19) from the national registers of Sweden, Netherlands, Denmark or the UK, newest first. One row per notice transaction line with person, role, nature, quantity, price and per-row source credit. Fil
  • get_eu_major_holdings European major holdings (voting-rights) notifications for Sweden, Netherlands, Denmark or the UK, newest first: issuer, holder(s), voting-rights % after (incl. instruments), shares %, reason, per-row source credit. Filter by issuer id; check get_eu_markets for which markets are live.
  • get_eu_short_positions European disclosed net short positions for Sweden, Netherlands or Denmark (not offered for the UK), newest position date first: holder, issuer, ISIN, net short % of issued capital, per-row source credit. Filter by issuer id; check get_eu_markets for which markets are live.
  • get_eu_annual_reports European annual financial report filings for Sweden, Netherlands, Denmark or the UK, newest first: issuer, LEI, period end, link to the original report where the source allows, per-row source credit. Filter by issuer id; check get_eu_markets for which markets are live.
  • get_eu_issuer One European issuer in one market (se, nl, dk, uk): identity (name, LEI, ISIN, venue) and its newest rows of insider dealings, major holdings, net short positions and annual reports, each with source credit. Takes the issuer id from any get_eu_* row (issuer.id).
  • get_gov_contracts U.S. federal prime-contract obligations (USAspending, FY2015+) attributed to one issuer, across all share classes. Gross, signed deobligations, net, monthly series and agencies. include=actions adds actions; award_id returns only attributed actions on that award plus award context. Exact decimal str
  • search_gov_contracts Search U.S. federal prime-contract actions (USAspending, FY2015+) across companies, or rank companies by obligations with view=companies. Companies listed today plus reviewed links. Filter by ticker(s), agency, sub-agency, fiscal year or dates. Actions also support recipient, NAICS, award type and m

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