the13f-mcp 0.1.1

Model Context Protocol server for the13f - institutional 13F intelligence in Claude Desktop, Cursor, and VS Code.

the13f-mcp

Model Context Protocol server for the13f. Brings institutional 13F intelligence into Claude Desktop, Cursor, VS Code + Continue, and any MCP-compatible host — no HTTP code required on your side.

Important limitations

Research data only. Sourced from publicly disclosed SEC Form 13F filings, which lag quarter-end by up to 45 days. Past institutional positioning does not predict future performance. Nothing here constitutes investment advice. Every tool's response includes a disclaimer field; the host LLM should surface it alongside any analysis it produces.

Install

uvx the13f-mcp

Or pip install the13f-mcp if you prefer to manage Python environments yourself. Python 3.11+ required.

Get a free API key

Free, no payment, no credit card:

1. Visit https://the13f.com/developers/
2. Enter your email and solve the Cloudflare Turnstile challenge
3. Copy your pf13f_ key — shown once
4. Paste it into your MCP host's config as THE13F_API_KEY (see below)
5. Restart the host

Free tier: 100 read calls per day; quota rolls at UTC midnight. Signal and report tools arrive in later minor versions when paid tiers launch.

Configure your MCP host

Claude Desktop

Edit ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%/Claude/claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "the13f": {
      "command": "uvx",
      "args": ["the13f-mcp"],
      "env": {
        "THE13F_API_KEY": "pf13f_..."
      }
    }
  }
}

Restart Claude Desktop. The13f tools should appear in the MCP tool list.

Cursor

Settings → MCP → Add Server. Paste the same JSON block into the "Custom" field.

VS Code with Continue

Settings → experimental.modelContextProtocolServers → add a stdio transport running uvx the13f-mcp with THE13F_API_KEY in env. The key reveal page at https://the13f.com/developers/signup-success shows a copy-paste-ready snippet with the key already filled in.

Available tools — v0.1.0 (Read tier, free)

Tool	What it does
list_quarters	All quarters with holdings data + the latest quarter
search_managers	Autocomplete 13F filers by name
get_manager_holdings	Full positions for a CIK + quarter
get_manager_holdings_bulk	Up to 25 (cik, quarter) pairs in one call
list_all_managers	Universe of 8,600+ filers with per-manager summary stats
find_similar_managers	Match a portfolio against the universe
get_consensus_portfolio	Most-widely-held securities per quarter
get_market_regime	Institutional regime snapshot (IIOI composite, state, transition)
get_sector_flows	Per-sector capital flows and risk posture

Planned tools — later versions

Version	Tools	Requires
v0.2.0	get_security_signals, get_security_signals_bulk, get_portfolio_signals	Standard tier subscription
v0.3.0	generate_manager_report, generate_security_report, generate_sector_report, check_report_status, wait_and_download_report	Standard tier + stored card; two-step confirm

The free-tier Read tools are enough to explore the data and build prompts against it. Signal and report tools deliberately wait on the paid-tier billing plumbing.

Example prompts

"Pull Berkshire Hathaway's top 20 positions as of Q4 2025 and summarize what grew the most quarter-over-quarter."

"I own AAPL, MSFT, and NVDA equal-weight. Find the 5 institutional managers whose portfolios most closely resemble mine."

"What sector did 13F filers most aggressively reduce last quarter? Show me the top three managers leading the reduction."

The MCP host's LLM picks the right tool, fills in arguments, surfaces the disclaimer, and returns the result as structured JSON.

Environment variables

Var	Default	What it controls
THE13F_API_KEY	(none)	Your pf13f_ key. Without it, tools return a structured "free signup required" response with a link to the signup page.
THE13F_API_BASE_URL	https://api.the13f.com	Override for local development against a running copy of the13f's gui_server.
THE13F_MCP_TIMEOUT	30	Per-request HTTP timeout in seconds. Minimum 5.

Source

Published from this directory of https://gitlab.com/pickel-fintech/The13F. Tag pattern sdk-mcp-vX.Y.Z triggers a PyPI release via GitLab CI; see docs/mcp_launch.plan.md in the repo root for the extraction story and the release runbook.

Support

[e-mail] — quote the request_id field returned by any failing tool call for fastest triage.

License

MIT. See LICENSE. The MCP server source is MIT-licensed; use of the the13f API itself is governed by the Terms of Service at https://the13f.com/terms.html.