the13f-mcp
以下摘录自该仓库的 README(片段) · 在 GitHub 读完整 README →
> 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
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
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):
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 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