An MCP server provided by Pipeworx that wraps financialdatasets.ai to provide institutional 13F holdings, fund portfolios, insider trades, and SEC filings by ticker. It offers four tools for querying institutional holders, investor portfolios, insider transactions, and recent SEC filings.
- Operator: Pipeworx
- Endpoint: https://gateway.pipeworx.io/financial-datasets/mcp
- Transport: streamable-http
- Sign-in: No sign-in
- Category: Data and analytics
- Use cases: Query institutional 13F holders for a specific ticker; Retrieve fund portfolios by investor CIK; Check insider transactions for company officers; Fetch recent SEC filings like 10-K or 8-K
- Tools: ask_pipeworx, ask_pipeworx_beta, ask_pipeworx_grounded, search_within, deep_research, discover_tools, resolve_entity, compare_entities, subscribe, unsubscribe, list_subscriptions, recent_alerts, entity_profile, recent_changes, validate_claim, company_facts, scan_dependency, bet_research, polymarket_arbitrage, polymarket_edges, polymarket_kalshi_spread, polymarket_fill_risk, polymarket_edge_tracker, kalshi_weather_edge, resolution_audit, resolution_diff, release_calendar_markets, archive_evidence, archive_compare, research_row, classify_row, pipeworx_trending, suggest_questions, generate_llms_txt, ai_visibility_check, scan_competitor_ai_presence, pipeworx_feedback, remember, recall, forget, fd_institutional_holders, fd_investor_portfolio, fd_insider_transactions, fd_filings
- Documentation: https://pipeworx.io/packs/financial-datasets
- Directory listing: https://koskamo.com/explore/pipeworx-financial-datasets-mcp
- Also known as: Pipeworx Financial Datasets MCP MCP; pipeworx-financial-datasets-mcp