FolioFact MCP MCP server

A read-only MCP server providing AI agents with access to financial research data, including 13F holdings, fund portfolios, insider activity, and stock financials. It supports searching funds and stocks, reading portfolio history, fetching public pages as Markdown, and accessing Pro-tier earnings reports and options data via OAuth or API keys.

Endpoint and access

No sign-in: your client connects and lists tools immediately, with no account or key.

No sign-inEndpoint checked 2026-10-05Operated by FolioFact

MCP endpoint (Streamable HTTP)

https://foliofact.com/mcp

Vendor documentation

What you can do with it

Search for funds, stocks, and insider owners
Read fund portfolios and historical holdings
Fetch stock financials and earnings reports
Retrieve insider trading activity feeds

Tools advertised by the last live check:

search
get_fund
fund_holdings
fund_history
get_stock
get_investor
insider_feed
fetch_page
stock_earnings
stock_financials
stock_insiders
stock_options
compare_stocks

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers a Streamable HTTP server. Use --scope project to write .mcp.json for the repo.

Claude Code configuration

claude mcp add --transport http foliofact-mcp https://foliofact.com/mcp

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).

Codex configuration

codex mcp add foliofact-mcp --url https://foliofact.com/mcp

Cursor

Merge this server into .cursor/mcp.json in your project, then enable foliofact-mcp in your MCP settings.

Cursor configuration

{
  "mcpServers": {
    "foliofact-mcp": {
      "url": "https://foliofact.com/mcp"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure). The type must be streamableHttp for a remote HTTP server.

Cline configuration

{
  "mcpServers": {
    "foliofact-mcp": {
      "type": "streamableHttp",
      "url": "https://foliofact.com/mcp",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start foliofact-mcp and inspect its tools.

VS Code configuration

{
  "servers": {
    "foliofact-mcp": {
      "type": "http",
      "url": "https://foliofact.com/mcp"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.

Gemini CLI configuration

gemini mcp add --transport http foliofact-mcp https://foliofact.com/mcp

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.

Claude Desktop configuration

{
  "mcpServers": {
    "foliofact-mcp": {
      "url": "https://foliofact.com/mcp"
    }
  }
}

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.

Windsurf configuration

{
  "mcpServers": {
    "foliofact-mcp": {
      "serverUrl": "https://foliofact.com/mcp"
    }
  }
}

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