Pipeworx Financial Datasets MCP MCP server

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.

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 Pipeworx

MCP endpoint (Streamable HTTP)

https://gateway.pipeworx.io/financial-datasets/mcp

Vendor documentation

What you can do with it

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 advertised by the last live check:

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
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

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 pipeworx-financial-datasets-mcp https://gateway.pipeworx.io/financial-datasets/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 pipeworx-financial-datasets-mcp --url https://gateway.pipeworx.io/financial-datasets/mcp

Cursor

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

Cursor configuration

{
  "mcpServers": {
    "pipeworx-financial-datasets-mcp": {
      "url": "https://gateway.pipeworx.io/financial-datasets/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": {
    "pipeworx-financial-datasets-mcp": {
      "type": "streamableHttp",
      "url": "https://gateway.pipeworx.io/financial-datasets/mcp",
      "disabled": false
    }
  }
}

VS Code

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

VS Code configuration

{
  "servers": {
    "pipeworx-financial-datasets-mcp": {
      "type": "http",
      "url": "https://gateway.pipeworx.io/financial-datasets/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 pipeworx-financial-datasets-mcp https://gateway.pipeworx.io/financial-datasets/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": {
    "pipeworx-financial-datasets-mcp": {
      "url": "https://gateway.pipeworx.io/financial-datasets/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": {
    "pipeworx-financial-datasets-mcp": {
      "serverUrl": "https://gateway.pipeworx.io/financial-datasets/mcp"
    }
  }
}

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