the13f-mcp is a Model Context Protocol (MCP) server designed to integrate institutional 13F data research directly into AI assistants such as Cursor, Claude Desktop, and VS Code with Continue. It enables users to interact with SEC 13F filings and institutional portfolio intelligence through plain English queries within their existing AI chat environments. The tool is intended for professionals who work with AI assistants, including portfolio managers, allocators, analysts, researchers, and engineers building on top of these platforms.
Installation is streamlined: users obtain a free API key via email, then paste a provided install prompt into their preferred AI assistant. The assistant detects the MCP host, configures the13f-mcp server without requiring manual editing of configuration files, and ensures necessary dependencies are present. The server can be used across multiple AI agents that support the MCP standard, allowing consistent access to the13f-mcp’s capabilities regardless of the chosen assistant.
Key features include searching over 8,600 institutional managers, retrieving detailed holdings for any manager in any quarter with CUSIP-to-ticker mapping and dollar values, and analyzing changes in holdings such as buys, sells, additions, and trims quarter over quarter. Users can also identify which managers own specific securities, compare managers’ portfolios, find managers whose holdings most resemble or contrast with a given portfolio, and read market signals such as consensus portfolios, market regimes, and sector flows. All interactions are performed through natural language queries within the AI assistant's chat interface, making complex institutional research accessible without leaving the conversation.
the13f-mcp is available for free, requiring only an email to obtain an API key. The free tier allows up to 100 calls per UTC day and is not intended for automated resale of the underlying data. The tool adheres to the open Model Context Protocol standard, ensuring compatibility across supported AI assistants and providing a unified interface for accessing live 13F data and research tools.
the13f-mcp is a Frameworks & SDKs product. It focuses on enabling integration of institutional 13F intelligence into agent and developer tools via MCP. It is built as an open-source project for developers building financial intelligence integrations. the13f-mcp is open source under the MIT license. It runs on the web and the command line.
pickelfintech builds and maintains the13f-mcp, and the product first shipped in 2026. Development happens publicly on GitHub with 2 commits in the last 90 days. Key capabilities include MCP server, 13F intelligence, and VS Code integration. It exposes integrations via an MCP server.
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