MCP server

Fintel Discovery — Financial Intelligence for AI Agents

io.github.findimitrov/fintel-discovery

Checked 26 Oct 2026, 08:29 UTC · Connected to it and listed its tools

Delivers public regulatory and market data from 11 key sources such as FINRA, SEC, Census, FRED

At a glance

Type

MCP server

Publisher

Not verified

Status

Working at last check

Tools

32

Token cost

About 47,412 tokens per request

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

26 Oct 2026, 08:29 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

claude mcp add --transport http fintel-discovery https://ai.fin-discovery.com/mcp

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.fintel-discovery]
url = "https://ai.fin-discovery.com/mcp"

Gemini CLI

{"mcpServers":{"fintel-discovery":{"httpUrl":"https://ai.fin-discovery.com/mcp"}}}

Cursor

{"mcpServers":{"fintel-discovery":{"url":"https://ai.fin-discovery.com/mcp"}}}

VS Code

{"servers":{"fintel-discovery":{"type":"http","url":"https://ai.fin-discovery.com/mcp"}}}

Antigravity

agy mcp add fintel-discovery https://ai.fin-discovery.com/mcp

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"fintel-discovery","server_url":"https://ai.fin-discovery.com/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"fintel-discovery","server_url":"https://ai.fin-discovery.com/mcp"}

Tools

• Get13FHoldings ~2046 tokens
  Fetch and parse the complete equity holdings table from a specific SEC 13F-HR filing. Any institution managing more than $100M in US equities must file quarterly — this reveals their exact portfolio positions. Returns one record per position: - name_of_iss
• GetAdvisorBenchmarks ~1392 tokens
  Return Kitces Research advisor practice benchmark data for independent and RIA-affiliated financial advisors. Covers median and top-quartile metrics across five categories: - revenue: revenue per client, total firm revenue, growth rates - fees: AUM fee sc
• GetAnalystRatings ~1377 tokens
  Fetch analyst buy/sell/hold consensus ratings, current price targets (low, high, mean, median), and the full history of analyst upgrades and downgrades with firm name, fromGrade, toGrade, and action. Use this tool when: - You want to know the current Wall St
• GetBrokerCheckDetail ~1321 tokens
  Retrieve the full FINRA BrokerCheck profile for one individual using their CRD number. Returns complete employment history, exam qualifications, licenses held, and all disclosure details. Use this tool when: - You have a CRD (from SearchBrokerCheck) and want
• GetDividendsAndSplits ~1337 tokens
  Fetch the full history of cash dividends, stock splits, and combined corporate actions for a ticker. Returns date, amount/ratio for each event. Use this tool when: - You need dividend history or yield calculation inputs - You are researching dividend growth
• GetEarningsHistory ~1353 tokens
  Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming earnings dates with consensus estimates. Also returns forward EPS estimates by quarter and fiscal year. Use this tool when: - You want to see how a company has performed vs EPS expectat
• GetEdgarCompanyFilings ~1373 tokens
  Retrieve all SEC filings for a company or institution using its CIK (Central Index Key). Returns every filing on record: form type, date, accession number, and description. Useful for tracking all regulatory disclosures from a specific institution over time.
• GetFinancials ~1476 tokens
  Fetch income statement, cash flow statement, or balance sheet for a stock. Returns up to 4 years of annual data or 4 quarters of quarterly data, transposed so each row is one reporting period. Use this tool when: - You need revenue, net income, EPS, or opera
• GetFredSeriesData ~1640 tokens
  Fetch time-series observation data from FRED for a specific economic series. Returns date + value pairs with series metadata (title, units, frequency). Use SearchFredSeries first if you don't know the series ID. Use this tool when: - You need historical macr
• GetFundFees ~1723 tokens
  Retrieve expense ratios and fee breakdown for a mutual fund or ETF using its SEC CIK. Reads structured XBRL data filed with prospectuses using the SEC Risk/Return (rr:) taxonomy. Returns: - net_expense_ratio — total annual cost to the investor (%) - gr
• GetFundProfile ~1494 tokens
  Fetch ETF or mutual fund specific data: top holdings with weight %, sector allocations, expense ratio, bond credit quality ratings, and equity style characteristics. Use this tool when: - You need the top 10 holdings and their weights for an ETF or fund
• GetHolders ~1374 tokens
  Fetch ownership data for a stock: top institutional holders, mutual fund holders, and recent insider transactions (buys/sells by executives). Use this tool when: - You want to know which institutions or funds own a stock - You are checking for insider buying
• GetIAPDFirmDetail ~1312 tokens
  Retrieve the full Form ADV filing detail for one RIA firm by its CRD number. Returns all Form ADV Part 1 fields: client types, advisory activities, fee arrangements, custody information, office locations, and affiliated entities. Use this tool when: - You ha
• GetIAPDIndividualDetail ~1333 tokens
  Retrieve the full SEC IAPD profile for one individual investment advisor representative using their CRD number. Returns complete registration history, exam qualifications, employment history, and any disclosures. Use this tool when: - You have a CRD (from Se
• GetLEIDetail ~1296 tokens
  Retrieve the full GLEIF LEI record for one legal entity using its 20-character LEI code. Returns legal name, registration status, legal address, headquarters address, managing LOU, and renewal dates. Use this tool when: - You have a LEI (from SearchLEI) and
• GetMultiTickerHistory ~1515 tokens
  Fetch OHLCV price history for multiple tickers in a single call. Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc. Use this tool when: - You are comparing performance across multiple securities - You need correlated price data for
• GetOptionsChain ~1401 tokens
  Fetch the full options chain (calls and puts) for one expiry date. Returns strike price, bid, ask, last price, implied volatility, open interest, and volume for every contract. Use this tool when: - You are researching options strategies for a stock or ETF
• GetOptionsExpirations ~1254 tokens
  List all available options expiry dates for a ticker. Use this before calling GetOptionsChain to find a valid expiry date. Use this tool when: - You want to know which options contracts exist for a stock or ETF - You need a specific expiry date to pass into
• GetPriceHistory ~1715 tokens
  Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker. Returns daily, weekly, monthly, or intraday bars over any period. Use this tool when: - You need historical price or volume data for a stock, ETF, or crypto - You want to analyze perf
• GetTerritoryWealthProfile ~1654 tokens
  Retrieve US Census American Community Survey (ACS) income and wealth proxy data for a ZIP code or state. Returns median household income, median home value, total household count, and the count and share of households earning $100k or more — useful for scoring territ
• GetTickerInfo ~1358 tokens
  Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto, or index. Returns name, sector, industry, market cap, P/E ratio, 52-week range, beta, dividend yield, description, and 60+ other metadata fields. Use this tool when: - You need a qui
• LookupTicker ~1458 tokens
  Search for a Yahoo Finance ticker symbol by company name, fund name, or keyword. Returns matching symbols with exchange and asset type. Use this when you have a name but need the ticker symbol. Use this tool when: - You know a company name but not its ticker
• MapInstrumentIds ~1507 tokens
  Map financial instrument identifiers between different ID systems using Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs, CUSIPs, and FIGIs in a single call. Use this tool when: - You have a ticker and need the ISIN or CUSIP (or vice vers
• SearchBrokerCheck ~1644 tokens
  Search FINRA BrokerCheck for registered individual brokers and financial representatives by name. Returns CRD number, current firm, registration status, and whether the individual has any disclosures on record. Use this tool when: - You need to find the CRD
• SearchBrokerCheckFirm ~1432 tokens
  Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm CRD, registration status, city, state, and disclosure flag. Use this tool when: - You need the CRD number for a broker-dealer firm (e.g. UBS, Raymond James) - You want to distinguish betw
• SearchEdgar13F ~1476 tokens
  Search SEC EDGAR for 13F-HR institutional holdings filings by institution name. Returns filing date, entity name, period of report, and accession number. Any institution managing more than $100M in equity must file quarterly 13Fs — this reveals their fund strategies
• SearchFigiInstruments ~1482 tokens
  Search Bloomberg OpenFIGI for financial instruments by name or keyword. Returns FIGI, ticker, exchange, security type, and composite FIGI for each matching instrument. Use this tool when: - You know the company name but not the ticker or FIGI - You w
• SearchFredSeries ~1551 tokens
  Search the Federal Reserve Bank of St. Louis FRED database for economic data series by keyword. Returns series ID, title, frequency, units, seasonal adjustment, and date range. Use this tool when: - You need to find the right FRED series ID before fetching d
• SearchFundsByCategory ~1788 tokens
  Search SEC EDGAR for mutual fund and ETF filers by investment category or keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus filings. Returns entity name, CIK, form type, and filing date. PRIMARY USE: Step 1 of fee comparison. Feed the returned CI
• SearchIAPDFirm ~1416 tokens
  Search the SEC Investment Adviser Public Disclosure (IAPD) database for registered investment advisor (RIA) firms by name. Returns firm CRD, registration status, AUM, employee count, state, and office city. Use this tool when: - You need the CRD or AUM for a
• SearchIAPDIndividual ~1450 tokens
  Search SEC IAPD (Investment Adviser Public Disclosure) for individual investment advisor representatives (IARs) by name. Returns CRD number, current employer, registration states, and exam history. Use this tool when: - You need to look up an individual fina
• SearchLEI ~1464 tokens
  Search the Global Legal Entity Identifier Foundation (GLEIF) database for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-character LEI code, legal name, registration status, legal address, and jurisdiction. Use this tool when: - You need the

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