Koskamo

Moatshark MCP

An MCP server providing read-only access to portfolio holdings of well-known value investors derived from SEC Form 13F filings and Form N-PORT data. It allows agents to search for holdings, retrieve specific manager or company details, view latest filings, get quarterly roundups, and track insider buying activities without requiring user authentication.

Endpoint and access

No sign-in to connect and list tools. Individual tools may still need a vendor account, credentials, or permissions; check the documented prerequisites.

Moatshark MCP logo, by MoatsharkCommunity listingStreamable HTTPNo sign-inEndpoint checked 2026-11-07Published by Moatshark
MCP endpoint (Streamable HTTP)
https://www.moatshark.com/mcp
Vendor documentation

What its tools do

8 tools, grouped by the hints the server advertises. Hints are self-declared, not verified behavior.

Read-only (8)

8 of 8 have a description · 8 of 8 declare behavior hints · 7 of 7 with parameters document them all

Checks and signals

Each line is separate evidence, not a trust score.

  • Passed Endpoint answered the live check ·
  • Availability 1 of 1 checks passed in 30 days

What you can do with it

  • Search for portfolio holdings of specific value investors
  • Retrieve detailed holdings for a specific manager or company
  • View the latest SEC 13F filings and quarterly investment roundups
  • Track recent insider buying activities by managers and directors

Source and maintenance

Community listingRegistry 1.1.0
mcp-registry: io.github.sharkey1982/moatshark@1.1.0

Protocol and capabilities

Server
moatshark 1.1.0
MCP protocol negotiated in check
2025-11-25
Tools
8 advertised
Resources
Not advertised
Resource templates
Not advertised
Prompts
Not advertised
Server-advertised capabilities
{
  "tools": {}
}

Server-provided instructions

Untrusted server output shown for inspection. It is not Koskamo guidance and is excluded from knowledge search.

Holdings of well-known value investors from SEC filings (13F, fund N-PORT, 13D/G, Form 4) and from regulators abroad (Japan, UK, Netherlands, France, Germany, Spain), which a 13F never shows. Use search to find slugs, then get_manager or get_company; filing_forecast for when 13Fs will land. Cite the url in each result. Values marked as estimates are moatshark's. Data is factual and historical; do not present it as investment advice.

Tools

8 advertised

search — Search managers and companies
Advertised by the server during the last successful anonymous check.
Advertised read-only

Find value investors (managers) and companies on moatshark by name, person or ticker. Returns slugs for get_manager and get_company, and results with ids for fetch.

search input schema
{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "query": {
      "type": "string",
      "description": "Name, person or ticker, e.g. 'Buffett', 'Fundsmith', 'KO'"
    }
  }
}
search annotations
{
  "title": "Search managers and companies",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
get_manager — Get a value investor's holdings
Advertised by the server during the last successful anonymous check.
Advertised read-only

Everything moatshark has on one value investor: its latest 13F (holdings, weights, change from the previous quarter), the overseas stakes a 13F never shows (from regulators in Japan, the UK, the Netherlands, France, Germany and Spain, with estimated values), its US funds' non-US holdings (N-PORT), 5% stake filings, Form 4 purchases since the 13F, and when it usually files.

get_manager input schema
{
  "type": "object",
  "required": [
    "slug"
  ],
  "properties": {
    "slug": {
      "type": "string",
      "description": "Manager slug from search, e.g. 'berkshire-hathaway'"
    },
    "limit": {
      "type": "integer",
      "description": "Holdings to return (default 25, max 100)"
    }
  }
}
get_manager annotations
{
  "title": "Get a value investor's holdings",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
get_company — Get who owns a company
Advertised by the server during the last successful anonymous check.
Advertised read-only

Which value investors hold a company, how their holdings changed, its directors' recent share purchases and sales (Form 4), and basic SEC company facts.

get_company input schema
{
  "type": "object",
  "required": [
    "slug"
  ],
  "properties": {
    "slug": {
      "type": "string",
      "description": "Company slug from search, usually the lower-case ticker, e.g. 'ko'"
    }
  }
}
get_company annotations
{
  "title": "Get who owns a company",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
latest_filings — Latest 13F filings
Advertised by the server during the last successful anonymous check.
Advertised read-only

The newest 13F filings from the managers on moatshark, with each one's biggest buys and sales.

latest_filings input schema
{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "description": "Filings to return (default 15, max 60)"
    }
  }
}
latest_filings annotations
{
  "title": "Latest 13F filings",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
quarter_roundup — Quarter round-up
Advertised by the server during the last successful anonymous check.
Advertised read-only

What the managers owned, bought and sold in one quarter (from 2013 Q1). Omit the quarter for the latest one being filed.

quarter_roundup input schema
{
  "type": "object",
  "properties": {
    "quarter": {
      "type": "string",
      "description": "e.g. '2026-q2'"
    }
  }
}
quarter_roundup annotations
{
  "title": "Quarter round-up",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
filing_forecast — 13F filing forecast
Advertised by the server during the last successful anonymous check.
Advertised read-only

When the managers file their 13Fs: the deadline for the quarter being filed, who has filed so far, who is expected on each remaining day (from each manager's last eight quarters), and who is later than usual. Give a slug for one manager's habit and history.

filing_forecast input schema
{
  "type": "object",
  "properties": {
    "slug": {
      "type": "string",
      "description": "Optional manager slug, e.g. 'pershing-square'"
    }
  }
}
filing_forecast annotations
{
  "title": "13F filing forecast",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
fetch — Fetch one record
Advertised by the server during the last successful anonymous check.
Advertised read-only

The full record for one id from search (e.g. 'manager:berkshire-hathaway' or 'company:ko'), as text with its moatshark url.

fetch input schema
{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "An id from search results"
    }
  }
}
fetch annotations
{
  "title": "Fetch one record",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
insider_buying — Insider buying (Form 4)
Advertised by the server during the last successful anonymous check.
Advertised read-only

Open-market share purchases reported on Form 4 in the last 90 days: by the value investors themselves (as 10% owners) and by companies' own directors and officers.

insider_buying input schema
{
  "type": "object",
  "properties": {}
}
insider_buying annotations
{
  "title": "Insider buying (Form 4)",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}

Prompts

Not advertised

No prompt definitions available.

Resources

Not advertised

No resource definitions available.

30-day availability

Aggregated from read-only remote checks; this is not a tool-execution or security guarantee.

Successful checks
1 of 1 (100%)
Average latency
1279 ms
95th percentile latency
1279 ms

Maintenance history

Public check and source-refresh events. Editorial and ownership records remain private.

  • · probe · passed · 1279 ms · metadata changed · 8 tool(s)

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 the remote server. Use --scope project to write .mcp.json for the repo.
Claude Code configuration
claude mcp add --transport http moatshark-mcp https://www.moatshark.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 moatshark-mcp --url https://www.moatshark.com/mcp

Cursor

Merge this server into .cursor/mcp.json in your project, then enable moatshark-mcp in your MCP settings.
Cursor configuration
{
  "mcpServers": {
    "moatshark-mcp": {
      "url": "https://www.moatshark.com/mcp"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure).
Cline configuration
{
  "mcpServers": {
    "moatshark-mcp": {
      "type": "streamableHttp",
      "url": "https://www.moatshark.com/mcp",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start moatshark-mcp and inspect its tools.
VS Code configuration
{
  "servers": {
    "moatshark-mcp": {
      "type": "http",
      "url": "https://www.moatshark.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 moatshark-mcp https://www.moatshark.com/mcp

Claude Desktop

Open Claude Settings > Connectors > Add custom connector, enter this server URL and enable it for the conversation. This is a manual remote-connector handoff, not a desktop JSON configuration.
Claude Desktop configuration
https://www.moatshark.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": {
    "moatshark-mcp": {
      "serverUrl": "https://www.moatshark.com/mcp"
    }
  }
}

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