此 MCP 可以做什么
Searches and analyzes SEC insider trades, planned sales, ownership stakes, material events, and cross-feed signals for public companies.
功能
工具
11
工具
cluster_buys
Cluster buys
Find issuers where multiple distinct insiders independently bought with their own money (code P) inside a window - a signal raw EDGAR cannot answer. Sorted by total value.
只读
幂等
输入模式
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'window_days': {'type': 'integer', 'default': 30, 'description': 'Lookback window in days, default 30.'}, 'min_value_usd': {'type': 'number', 'description': 'Minimum combined buy value per issuer in USD.'}, 'min_distinct_insiders': {'type': 'integer', 'default': 2, 'description': 'Minimum distinct buyers per issuer, default 2.'}}, 'additionalProperties': False}
company_profile
Company insider profile
START HERE for any company question: one call returns the full insider picture for a ticker or company name - current 5%+ stakeholders (13D/13G), insider buy/sell activity (Form 4), announced sales (Form 144), and recent material events (8-K). Every row links its SEC filing; next_tools names the tool for each deeper question.
只读
幂等
输入模式
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['query'], 'properties': {'query': {'type': 'string', 'description': 'Any identifier: ticker in any format (NVDA, NASDAQ:AAPL, $NVDA, BRK.B), company name, CIK number, US ISIN, or CUSIP.'}, 'window_days': {'type': 'integer', 'default': 90, 'description': 'Lookback for insider activity, planned sales, and events; default 90, cap 730.'}}, 'additionalProperties': False}
describe_coverage
Coverage and access tier
Orientation: what this server covers RIGHT NOW - per-feed live date ranges (coverage deepens daily toward the backfill horizon), your access tier, and an example question per tool. Call this first when unsure what to ask or whether a date range is covered.
只读
幂等
输入模式
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {}, 'additionalProperties': False}
find_company
Resolve a company identifier
Resolve any company identifier to its EDGAR identity: ticker in any format (AAPL, NASDAQ:AAPL, $NVDA, BRK.B), company name, CIK number, US ISIN, or CUSIP. Returns ranked candidates with name, ticker, and CIK. Use it when unsure of the exact ticker before calling the search tools.
只读
幂等
输入模式
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['query'], 'properties': {'query': {'type': 'string', 'description': 'The identifier to resolve, e.g. "nvidia", "NASDAQ:AAPL", "1045810", "US0378331005".'}}, 'additionalProperties': False}
get_insider_trades
Search insider trades
Search normalized insider transactions from SEC Forms 3/4/5 (US public companies). Returns rows with pre-computed value_usd and a quote-ready summary string with the SEC filing link.
只读
幂等
输入模式
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'limit': {'type': 'integer', 'default': 50, 'description': 'Max rows per page, default 50, cap 500.'}, 'since': {'type': 'string', 'description': 'Earliest transaction date, YYYY-MM-DD.'}, 'until': {'type': 'string', 'description': 'Latest transaction date, YYYY-MM-DD.'}, 'cursor': {'type': 'string', 'description': "Opaque pagination token from the previous response's page.next_cursor; pass it back verbatim to fetch the next page."}, 'insider': {'type': 'string', 'description': 'Substring match on the insider\'s name, e.g. "MUSK".'}, 'tickers': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Ticker symbols to include, e.g. ["NVDA","AAPL"]. Empty = all issuers.'}, 'txn_type': {'enum': ['buy', 'sell', 'grant', 'exercise', 'gift'], 'type': 'string', 'description': 'buy (open-market/private purchase P), sell (S), grant (A), exercise (M/X), or gift (G). Omit for all.'}, 'relationship': {'enum': ['director', 'officer', 'ten_percent'], 'type': 'string', 'description': 'Filter by insider role.'}, 'min_value_usd': {'type': 'number', 'description': 'Minimum transaction value in USD (shares x price).'}, 'exclude_10b5_1': {'type': 'boolean', 'default': True, 'description': 'Drop pre-scheduled 10b5-1 plan transactions; true (default) for signal-seeking, false for full audit.'}}, 'additionalProperties': False}
get_material_events
Search material corporate events
Search SEC 8-K material corporate events (bankruptcies, restatements, officer departures, delistings, cyber incidents, earnings, M&A...) normalized to item codes, with SEC filing links.
只读
幂等
输入模式
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'limit': {'type': 'integer', 'default': 50, 'description': 'Max rows per page, default 50, cap 500.'}, 'since': {'type': 'string', 'description': 'Earliest event date, YYYY-MM-DD.'}, 'until': {'type': 'string', 'description': 'Latest event date, YYYY-MM-DD.'}, 'cursor': {'type': 'string', 'description': "Opaque pagination token from the previous response's page.next_cursor; pass it back verbatim to fetch the next page."}, 'tickers': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Ticker symbols to include, e.g. ["NVDA"]. Empty = all issuers.'}, 'item_codes': {'type': 'array', 'items': {'enum': ['1.01', '1.02', '1.03', '1.04', '1.05', '2.01', '2.02', '2.03', '2.04', '2.05', '2.06', '3.01', '3.02', '3.03', '4.01', '4.02', '5.01', '5.02', '5.03', '5.04', '5.05', '5.06', '5.07', '5.08', '6.01', '6.02', '6.03', '6.04', '6.05', '7.01', '8.01', '9.01'], 'type': 'string'}, 'description': '8-K item numbers, e.g. ["1.03","5.02"]. 1.03=bankruptcy, 4.02=restatement, 5.02=officer departure, 1.05=cyber incident, 2.02=earnings, 8.01=other.'}, 'high_signal': {'type': 'boolean', 'description': 'Only distress-grade items (1.03, 1.05, 2.04, 2.06, 3.01, 4.02, 5.02). Overrides item_codes.'}}, 'additionalProperties': False}
get_planned_sales
Search announced insider sales
Search SEC Form 144 notices - insiders' PROPOSED sales of restricted/control stock, filed BEFORE the sale executes (the Form 4 reports execution after). A leading indicator: announced-but-not-yet-executed insider selling, with broker and approximate sale date.
只读
幂等
输入模式
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'limit': {'type': 'integer', 'default': 50, 'description': 'Max rows per page, default 50, cap 500.'}, 'since': {'type': 'string', 'description': 'Earliest approximate sale date, YYYY-MM-DD.'}, 'until': {'type': 'string', 'description': 'Latest approximate sale date, YYYY-MM-DD.'}, 'cursor': {'type': 'string', 'description': "Opaque pagination token from the previous response's page.next_cursor; pass it back verbatim to fetch the next page."}, 'seller': {'type': 'string', 'description': "Substring match on the seller's name."}, 'tickers': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Ticker symbols to include. Empty = all issuers.'}, 'min_value_usd': {'type': 'number', 'description': 'Minimum aggregate market value of the proposed sale in USD.'}}, 'additionalProperties': False}
get_stakes
Search 5%+ ownership stakes
Search 5%+ beneficial-ownership stakes from Schedules 13D/13G. 13D = ACTIVE intent (activists, acquirers - market-moving); 13G = passive. Latest filing per (issuer, holder) wins, so results are current stakes; superseded history stays in the archive.
只读
幂等
输入模式
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'limit': {'type': 'integer', 'default': 50, 'description': 'Max rows per page, default 50, cap 500.'}, 'since': {'type': 'string', 'description': 'Earliest event date, YYYY-MM-DD.'}, 'until': {'type': 'string', 'description': 'Latest event date, YYYY-MM-DD.'}, 'cursor': {'type': 'string', 'description': "Opaque pagination token from the previous response's page.next_cursor; pass it back verbatim to fetch the next page."}, 'holder': {'type': 'string', 'description': 'Substring match on the reporting person, e.g. "Icahn".'}, 'tickers': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Ticker symbols to include. Empty = all issuers.'}, 'min_percent': {'type': 'number', 'description': 'Minimum percent of class held, e.g. 10.'}, 'schedule_type': {'enum': ['activist', 'passive', 'all'], 'type': 'string', 'default': 'all', 'description': 'activist (13D family), passive (13G family), or all (default).'}}, 'additionalProperties': False}
list_recent_filings
Recent filings firehose
The firehose: recently ingested filings across ALL feeds (Forms 3/4/5, 8-K, 144, Schedules 13D/13G) with acceptance timestamps and SEC filing links, newest first. Use to see what just came in.
只读
幂等
输入模式
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'feeds': {'type': 'array', 'items': {'enum': ['ownership', 'events', 'intents', 'stakes'], 'type': 'string'}, 'default': ['ownership', 'events', 'intents', 'stakes'], 'description': 'Feeds to include. Empty = all.'}, 'limit': {'type': 'integer', 'default': 50, 'description': 'Max rows per page, default 50, cap 200.'}, 'since': {'type': 'string', 'description': 'Earliest acceptance time, RFC3339 or YYYY-MM-DD.'}, 'cursor': {'type': 'string', 'description': "Opaque pagination token from the previous response's page.next_cursor; pass it back verbatim to fetch the next page."}}, 'additionalProperties': False}
planned_vs_executed
Announced vs executed sales
Cross-feed signal: pair each Form 144 notice (an insider's ANNOUNCED sale) with the seller's actual Form 4 sale executions - same person, exact CIK identity, matched inside the notice's factual Rule 144 validity window (90 days from filing). Surfaces execution ratios and, most notably, announced-but-never-executed sales: insiders whose notice expired with no sale. Raw EDGAR cannot answer this in one query.
只读
幂等
输入模式
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'limit': {'type': 'integer', 'default': 50, 'description': 'Max rows per page, default 50, cap 500.'}, 'since': {'type': 'string', 'description': 'Earliest approximate sale date, YYYY-MM-DD. Default: 90 days back.'}, 'until': {'type': 'string', 'description': 'Latest approximate sale date, YYYY-MM-DD.'}, 'cursor': {'type': 'string', 'description': "Opaque pagination token from the previous response's page.next_cursor; pass it back verbatim to fetch the next page."}, 'seller': {'type': 'string', 'description': "Substring match on the seller's name."}, 'status': {'enum': ['executed', 'pending', 'not_executed', 'unverifiable', 'all'], 'type': 'string', 'default': 'all', 'description': 'Filter: executed, pending (window still open), not_executed (window elapsed, no matching sale - the leading-indicator residue), unverifiable (the seller entity never files Form 4 - trusts and foundations report via the beneficiary), or all (default).'}, 'tickers': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Ticker symbols to include. Empty = all issuers.'}, 'min_planned_usd': {'type': 'number', 'description': 'Minimum planned sale value in USD.'}}, 'additionalProperties': False}
trades_before_events
Insider trades before bad news
Cross-feed signal: for issuers that filed a material 8-K event, show SEC Form 4 insider transactions in the N days BEFORE the event - e.g. insider selling before a bankruptcy, restatement, or delisting. Joins two feeds through the shared entity graph; raw EDGAR cannot answer this in one query.
只读
幂等
输入模式
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'limit': {'type': 'integer', 'default': 50, 'description': 'Max rows, default 50, cap 500.'}, 'since': {'type': 'string', 'description': 'Earliest event date, YYYY-MM-DD.'}, 'txn_type': {'enum': ['sell', 'buy', 'all'], 'type': 'string', 'default': 'sell', 'description': 'Insider transaction filter: sell (default - selling before bad news), buy, or all.'}, 'item_codes': {'type': 'array', 'items': {'enum': ['1.01', '1.02', '1.03', '1.04', '1.05', '2.01', '2.02', '2.03', '2.04', '2.05', '2.06', '3.01', '3.02', '3.03', '4.01', '4.02', '5.01', '5.02', '5.03', '5.04', '5.05', '5.06', '5.07', '5.08', '6.01', '6.02', '6.03', '6.04', '6.05', '7.01', '8.01', '9.01'], 'type': 'string'}, 'default': ['1.03', '2.06', '3.01', '4.02'], 'description': '8-K items to anchor on, e.g. ["1.03","4.02","3.01"]. Default: distress items 1.03, 2.06, 3.01, 4.02.'}, 'days_before': {'type': 'integer', 'default': 60, 'description': 'Lookback window before the event date, default 60.'}, 'min_value_usd': {'type': 'number', 'description': 'Minimum insider transaction value in USD.'}}, 'additionalProperties': False}
历史
近期工具变更
已添加
trades_before_events
2026年9月17日 12:35
已添加
planned_vs_executed
2026年9月17日 12:35
已添加
list_recent_filings
2026年9月17日 12:35
已添加
get_stakes
2026年9月17日 12:35
已添加
get_planned_sales
2026年9月17日 12:35
已添加
get_material_events
2026年9月17日 12:35
已添加
get_insider_trades
2026年9月17日 12:35
已添加
find_company
2026年9月17日 12:35
已添加
describe_coverage
2026年9月17日 12:35
已添加
company_profile
2026年9月17日 12:35
已添加
cluster_buys
2026年9月17日 12:35
发现
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