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io.github.SharpLu/ko-mcpv1.0.0

Real SEC, 13F, insider, congress & macro data your AI agent can cite. Hosted MCP, 24 tools.

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get_congress_member

Get detailed trading history of a specific U.S. Congress member. Shows individual trades with transaction types, amounts, and disclosure dates.

memberstring, required

Member slug (e.g. 'nancy-pelosi', 'dan-crenshaw'). Use get_congress_trades or search to find exact slugs.

pageinteger

limitinteger

Ko Mcp MCP server | mcptry

Tools (32)

get_congress_member

Get detailed trading history of a specific U.S. Congress member. Shows individual trades with transaction types, amounts, and disclosure dates.

read-only

Argument	Type	Description
page	integer
limit	integer
member*	string	Member slug (e.g. 'nancy-pelosi', 'dan-crenshaw'). Use get_congress_trades or search to find exact slugs.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "member"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1
    },
    "limit": {
      "type": "integer",
      "default": 50,
      "maximum": 100,
      "minimum": 1
    },
    "member": {
      "type": "string",
      "description": "Member slug (e.g. 'nancy-pelosi', 'dan-crenshaw'). Use get_congress_trades or search to find exact slugs."
    }
  },
  "additionalProperties": false
}

get_congress_trades

Search individual stock trades disclosed by U.S. Congress members (House and Senate) under the STOCK Act. Returns a markdown table of transactions: member name, chamber, ticker, buy/sell type, transaction date, disclosure date (the gap between the two reveals reporting delay), dollar amount range, and owner (self/spouse/joint). Use for questions like 'What did Nancy Pelosi trade recently?', 'Which members bought NVDA?', or 'Show the largest Senate trades this quarter'. Filter by chamber, ticker, or member name; sort by traded value, trade count, or recency. For one member's profile and complete trading history, use get_congress_member instead.

read-only

Argument	Type	Description
page	integer	Page number for pagination (default 1)
sort	string	Sort order — volume (most traded value), trades (most trades), recent (latest first)
limit	integer	Trades per page, 1-50 (default 20)
search	string	Full or partial member name, e.g. 'Pelosi' or 'Dan Crenshaw'
ticker	string	Stock ticker symbol to filter by, e.g. NVDA or AAPL
chamber	string	Congressional chamber: house, senate, or all (default all)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number for pagination (default 1)"
    },
    "sort": {
      "enum": [
        "volume",
        "trades",
        "recent"
      ],
      "type": "string",
      "default": "volume",
      "description": "Sort order — volume (most traded value), trades (most trades), recent (latest first)"
    },
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 50,
      "minimum": 1,
      "description": "Trades per page, 1-50 (default 20)"
    },
    "search": {
      "type": "string",
      "maxLength": 200,
      "description": "Full or partial member name, e.g. 'Pelosi' or 'Dan Crenshaw'"
    },
    "ticker": {
      "type": "string",
      "maxLength": 200,
      "description": "Stock ticker symbol to filter by, e.g. NVDA or AAPL"
    },
    "chamber": {
      "enum": [
        "house",
        "senate",
        "all"
      ],
      "type": "string",
      "default": "all",
      "description": "Congressional chamber: house, senate, or all (default all)"
    }
  },
  "additionalProperties": false
}

get_crypto_exposure

Get a market-wide summary of institutional exposure to US spot crypto ETFs (Bitcoin ETF complex: IBIT, FBTC, GBTC, etc.) from the latest quarter of SEC 13F filings. Returns total institutional USD held, quarter-over-quarter change, and a per-ETF breakdown (holders, USD, QoQ).

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

get_crypto_holder

Get one institution's spot crypto-ETF holdings (Bitcoin ETF complex): its per-ETF positions in the latest filed quarter (shares, USD, QoQ change, action) plus its rank among all crypto-ETF holders. Use a CIK number (find it with get_crypto_holders or the search tool).

read-only

Argument	Type	Description
institution*	string	Institution CIK number (e.g. '1512857' for Brevan Howard) or name (e.g. 'BlackRock').

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "institution"
  ],
  "properties": {
    "institution": {
      "type": "string",
      "maxLength": 200,
      "description": "Institution CIK number (e.g. '1512857' for Brevan Howard) or name (e.g. 'BlackRock')."
    }
  },
  "additionalProperties": false
}

get_crypto_holders

List institutional investors holding US spot crypto ETFs (Bitcoin ETF complex), ranked by total USD held, from the latest quarter of SEC 13F filings. Optionally filter to holders of a specific ETF via the `product` parameter (e.g. 'IBIT').

read-only

Argument	Type	Description
page	integer	Page number
limit	integer	Results per page
product	string	Filter to holders of a specific spot crypto ETF ticker, e.g. 'IBIT', 'FBTC', 'GBTC'.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "limit": {
      "type": "integer",
      "default": 50,
      "maximum": 200,
      "minimum": 1,
      "description": "Results per page"
    },
    "product": {
      "type": "string",
      "maxLength": 200,
      "description": "Filter to holders of a specific spot crypto ETF ticker, e.g. 'IBIT', 'FBTC', 'GBTC'."
    }
  },
  "additionalProperties": false
}

get_economic_indicators

Get U.S. economic indicators from BLS — CPI (inflation), PPI (producer prices), Non-farm Payrolls (employment), Unemployment Rate, JOLTS. Filter by category.

read-only

Argument	Type	Description
days	integer	Number of days of history (default 365)
page	integer	Page number (default 1)
limit	integer	Rows per page, 1-500 (default 100). A long `days` window can hold more rows than one page; the answer says when the page is full and names the next one.
category	string	Category (case-insensitive): cpi/inflation, ppi, nfp/payrolls, unemployment, jolts, or all

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "days": {
      "type": "integer",
      "default": 365,
      "maximum": 3650,
      "minimum": 1,
      "description": "Number of days of history (default 365)"
    },
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number (default 1)"
    },
    "limit": {
      "type": "integer",
      "default": 100,
      "maximum": 500,
      "minimum": 1,
      "description": "Rows per page, 1-500 (default 100). A long `days` window can hold more rows than one page; the answer says when the page is full and names the next one."
    },
    "category": {
      "enum": [
        "cpi",
        "unemployment",
        "nfp",
        "ppi",
        "jolts",
        "all"
      ],
      "type": "string",
      "default": "all",
      "description": "Category (case-insensitive): cpi/inflation, ppi, nfp/payrolls, unemployment, jolts, or all"
    }
  },
  "additionalProperties": false
}

get_eu_annual_reports

European annual financial report filings for Sweden, Netherlands, Denmark or the UK, newest first: issuer, LEI, period end, link to the original report where the source allows, per-row source credit. Filter by issuer id; check get_eu_markets for which markets are live.

read-only

Argument	Type	Description
page	integer	Page number (default 1)
limit	integer	Rows per page, 1-100 (default 25)
issuer	string	ko.io issuer id as returned in a row's issuer.id: lei:<LEI>, isin:<ISIN>, co:<register id> or name:<hash>
country*	string	Market: se (Sweden), nl (Netherlands), dk (Denmark) or uk (United Kingdom)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "country"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number (default 1)"
    },
    "limit": {
      "type": "integer",
      "default": 25,
      "maximum": 100,
      "minimum": 1,
      "description": "Rows per page, 1-100 (default 25)"
    },
    "issuer": {
      "type": "string",
      "maxLength": 200,
      "minLength": 3,
      "description": "ko.io issuer id as returned in a row's issuer.id: lei:<LEI>, isin:<ISIN>, co:<register id> or name:<hash>"
    },
    "country": {
      "type": "string",
      "pattern": "^[A-Za-z]{2}$",
      "description": "Market: se (Sweden), nl (Netherlands), dk (Denmark) or uk (United Kingdom)"
    }
  },
  "additionalProperties": false
}

get_eu_insider_dealings

European insider dealings: transactions by managers and closely associated persons (PDMR, MAR article 19) from the national registers of Sweden, Netherlands, Denmark or the UK, newest first. One row per notice transaction line with person, role, nature, quantity, price and per-row source credit. Filter by issuer id; check get_eu_markets for which markets are live.

read-only

Argument	Type	Description
page	integer	Page number (default 1)
limit	integer	Rows per page, 1-100 (default 25)
issuer	string	ko.io issuer id as returned in a row's issuer.id: lei:<LEI>, isin:<ISIN>, co:<register id> or name:<hash>
country*	string	Market: se (Sweden), nl (Netherlands), dk (Denmark) or uk (United Kingdom)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "country"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number (default 1)"
    },
    "limit": {
      "type": "integer",
      "default": 25,
      "maximum": 100,
      "minimum": 1,
      "description": "Rows per page, 1-100 (default 25)"
    },
    "issuer": {
      "type": "string",
      "maxLength": 200,
      "minLength": 3,
      "description": "ko.io issuer id as returned in a row's issuer.id: lei:<LEI>, isin:<ISIN>, co:<register id> or name:<hash>"
    },
    "country": {
      "type": "string",
      "pattern": "^[A-Za-z]{2}$",
      "description": "Market: se (Sweden), nl (Netherlands), dk (Denmark) or uk (United Kingdom)"
    }
  },
  "additionalProperties": false
}

get_eu_issuer

One European issuer in one market (se, nl, dk, uk): identity (name, LEI, ISIN, venue) and its newest rows of insider dealings, major holdings, net short positions and annual reports, each with source credit. Takes the issuer id from any get_eu_* row (issuer.id).

read-only

Argument	Type	Description
issuer*	string	ko.io issuer id as returned in a row's issuer.id: lei:<LEI>, isin:<ISIN>, co:<register id> or name:<hash>
country*	string	Market: se (Sweden), nl (Netherlands), dk (Denmark) or uk (United Kingdom)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "country",
    "issuer"
  ],
  "properties": {
    "issuer": {
      "type": "string",
      "maxLength": 200,
      "minLength": 3,
      "description": "ko.io issuer id as returned in a row's issuer.id: lei:<LEI>, isin:<ISIN>, co:<register id> or name:<hash>"
    },
    "country": {
      "type": "string",
      "pattern": "^[A-Za-z]{2}$",
      "description": "Market: se (Sweden), nl (Netherlands), dk (Denmark) or uk (United Kingdom)"
    }
  },
  "additionalProperties": false
}

get_eu_major_holdings

European major holdings (voting-rights) notifications for Sweden, Netherlands, Denmark or the UK, newest first: issuer, holder(s), voting-rights % after (incl. instruments), shares %, reason, per-row source credit. Filter by issuer id; check get_eu_markets for which markets are live.

read-only

Argument	Type	Description
page	integer	Page number (default 1)
limit	integer	Rows per page, 1-100 (default 25)
issuer	string	ko.io issuer id as returned in a row's issuer.id: lei:<LEI>, isin:<ISIN>, co:<register id> or name:<hash>
country*	string	Market: se (Sweden), nl (Netherlands), dk (Denmark) or uk (United Kingdom)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "country"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number (default 1)"
    },
    "limit": {
      "type": "integer",
      "default": 25,
      "maximum": 100,
      "minimum": 1,
      "description": "Rows per page, 1-100 (default 25)"
    },
    "issuer": {
      "type": "string",
      "maxLength": 200,
      "minLength": 3,
      "description": "ko.io issuer id as returned in a row's issuer.id: lei:<LEI>, isin:<ISIN>, co:<register id> or name:<hash>"
    },
    "country": {
      "type": "string",
      "pattern": "^[A-Za-z]{2}$",
      "description": "Market: se (Sweden), nl (Netherlands), dk (Denmark) or uk (United Kingdom)"
    }
  },
  "additionalProperties": false
}

get_eu_markets

Which European markets and datasets ko.io serves: for Sweden, Netherlands, Denmark and the UK, the status of insider dealings (PDMR), major holdings, net short positions and annual reports -- live (with latest source date), pending (not activated yet) or not offered. Call first when unsure whether an EU dataset is live.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

get_eu_short_positions

European disclosed net short positions for Sweden, Netherlands or Denmark (not offered for the UK), newest position date first: holder, issuer, ISIN, net short % of issued capital, per-row source credit. Filter by issuer id; check get_eu_markets for which markets are live.

read-only

Argument	Type	Description
page	integer	Page number (default 1)
limit	integer	Rows per page, 1-100 (default 25)
issuer	string	ko.io issuer id as returned in a row's issuer.id: lei:<LEI>, isin:<ISIN>, co:<register id> or name:<hash>
country*	string	Market: se (Sweden), nl (Netherlands), dk (Denmark) or uk (United Kingdom)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "country"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number (default 1)"
    },
    "limit": {
      "type": "integer",
      "default": 25,
      "maximum": 100,
      "minimum": 1,
      "description": "Rows per page, 1-100 (default 25)"
    },
    "issuer": {
      "type": "string",
      "maxLength": 200,
      "minLength": 3,
      "description": "ko.io issuer id as returned in a row's issuer.id: lei:<LEI>, isin:<ISIN>, co:<register id> or name:<hash>"
    },
    "country": {
      "type": "string",
      "pattern": "^[A-Za-z]{2}$",
      "description": "Market: se (Sweden), nl (Netherlands), dk (Denmark) or uk (United Kingdom)"
    }
  },
  "additionalProperties": false
}

get_fed_rates

Get daily U.S. policy and money-market interest rates as a markdown table: Effective Fed Funds Rate, SOFR, Prime Rate, and benchmark Treasury yields (3M, 2Y, 10Y, 30Y) per date, newest first. Use for monetary-policy questions like 'Where is the Fed funds rate now?' or 'How has SOFR moved this quarter?', or to compare policy rates against long-end yields for inversion analysis. Covers up to 10 years of daily history. For the full Treasury curve across all maturities, use get_treasury_yields instead.

read-only

Argument	Type	Description
days	integer	Number of days of history (default 30)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "days": {
      "type": "integer",
      "default": 30,
      "maximum": 3650,
      "minimum": 1,
      "description": "Number of days of history (default 30)"
    }
  },
  "additionalProperties": false
}

get_financial_stress

Get the OFR Financial Stress Index — a daily indicator of stress in global financial markets. Values above 0 indicate above-average stress.

read-only

Argument	Type	Description
days	integer	Number of days of history (default 365)
page	integer	Page number (default 1)
limit	integer	Rows per page, 1-500 (default 100). A long `days` window can hold more rows than one page; the answer says when the page is full and names the next one.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "days": {
      "type": "integer",
      "default": 365,
      "maximum": 3650,
      "minimum": 1,
      "description": "Number of days of history (default 365)"
    },
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number (default 1)"
    },
    "limit": {
      "type": "integer",
      "default": 100,
      "maximum": 500,
      "minimum": 1,
      "description": "Rows per page, 1-500 (default 100). A long `days` window can hold more rows than one page; the answer says when the page is full and names the next one."
    }
  },
  "additionalProperties": false
}

get_form144_notices

Get SEC Form 144 filings — notices of proposed sale of restricted/controlled securities by insiders. Filed before selling, these signal upcoming insider sales. Complements Form 4 (post-trade) with pre-trade intent.

read-only

Argument	Type	Description
limit	integer	Max notices to return
ticker	string	Filter by stock ticker (e.g. 'AAPL')
insider_cik	string	Filter by the CIK that FILED the notice (usually the selling insider, sometimes a filing agent such as the issuer itself) -- not the issuer whose stock is sold. Leading zeros ignored; combines with ticker.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 50,
      "maximum": 200,
      "minimum": 1,
      "description": "Max notices to return"
    },
    "ticker": {
      "type": "string",
      "maxLength": 200,
      "description": "Filter by stock ticker (e.g. 'AAPL')"
    },
    "insider_cik": {
      "type": "string",
      "maxLength": 200,
      "description": "Filter by the CIK that FILED the notice (usually the selling insider, sometimes a filing agent such as the issuer itself) -- not the issuer whose stock is sold. Leading zeros ignored; combines with ticker."
    }
  },
  "additionalProperties": false
}

get_ftd_data

Get SEC fails-to-deliver (FTD) data for a stock. Each quantity is the aggregate net BALANCE of shares that had failed to deliver and were still outstanding on that settlement date, as published by the SEC -- NOT the number of new fails that day. Balances carry over between days, so never sum quantities across dates (that counts the same unsettled shares repeatedly); compare levels or take the maximum instead. Fails arise from many causes (operational and processing delays, long sales, market-maker activity), and FTD data on its own is not evidence of naked short selling. Free/keyless access covers the trailing 92 days. structuredContent carries the exact share quantities.

read-only

Argument	Type	Description
days	integer	Days of settlement-date history (default 90; Free/keyless access allows up to 92)
page	integer	Page number (default 1)
limit	integer	Rows per page, 1-500 (default 100). A long `days` window can hold more rows than one page; the answer says when the page is full and names the next one.
ticker*	string	Stock ticker symbol (e.g. 'GME', 'TSLA')

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "days": {
      "type": "integer",
      "default": 90,
      "maximum": 1825,
      "minimum": 1,
      "description": "Days of settlement-date history (default 90; Free/keyless access allows up to 92)"
    },
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number (default 1)"
    },
    "limit": {
      "type": "integer",
      "default": 100,
      "maximum": 500,
      "minimum": 1,
      "description": "Rows per page, 1-500 (default 100). A long `days` window can hold more rows than one page; the answer says when the page is full and names the next one."
    },
    "ticker": {
      "type": "string",
      "maxLength": 200,
      "description": "Stock ticker symbol (e.g. 'GME', 'TSLA')"
    }
  },
  "additionalProperties": false
}

get_gov_contracts

U.S. federal prime-contract obligations (USAspending, FY2015+) attributed to one issuer, across all share classes. Gross, signed deobligations, net, monthly series and agencies. include=actions adds actions; award_id returns only attributed actions on that award plus award context. Exact decimal strings. Recent months are provisional; Defense reports about 90 days late. Automatic exact matches cover companies listed today, plus reviewed links. No link does not mean no contracts. Free: trailing 92 days; history: Pro.

read-only

Argument	Type	Description
to	string
from	string
page	integer
sort	string
limit	integer
agency	string
period	string
ticker*	string
include	string

get_insider_trades

Get insider (SEC Form 4) transactions for one company. Two grains, and the answer says which: (1) with `executive_cik` -> one row per Form 4 transaction line, with its SEC code (P open-market or private purchase, S open-market or private sale, M/X/C option or RSU exercise/conversion, A grant/award, F shares withheld for tax, G gift, ...), shares, price and value; (2) without it -> one row per insider per trade date that AGGREGATES all that day's lines, split into code P/S purchases/sales (open market or private) versus all acquisitions/dispositions (which also count vests, exercises and tax withholding), with both dollar totals and the line count; when ko.io reports them, the Lines cell and structuredContent also carry that day's SEC codes (e.g. '4 (F 1, M 2, S 1)'). Do not read an aggregate day's total disposed value as a sale decision; use the P/S columns, whose dollar totals cover priced lines only (unpriced lines are counted and flagged as partial). Keyless/Free access covers the trailing 92 days; `period` beyond 1Q requires Pro. structuredContent carries the exact share counts and dollar amounts.

read-only

Argument	Type	Description
page	integer	Page number
limit	integer	Rows per page, 1-200
period	string	Trade-date window for the per-day view: 1Q = trailing 90 days (default, allowed on every plan); 2Q / 1Y / ALL require Pro. Ignored when executive_cik is given (that view returns the full history your plan allows).
ticker*	string	Stock ticker symbol (e.g. 'AAPL')

get_institution_holdings

Get current stock holdings of an institutional investor (hedge fund, mutual fund, pension fund) from their latest SEC 13F filing. Returns top positions with share counts, values, and quarter-over-quarter changes. Every answer states its grain: ENTITY (a CIK that belongs to a manager family is answered for the whole family by default -- pass entity='filer' for that one filer's own 13F) and SECURITY (the default portfolio merges an issuer's share classes into one row, e.g. GOOG+GOOGL, and lists the per-class breakdown; pass `ticker` to get only that security). Shares and value are the 13F-reported totals over all legs; option legs are flagged. structuredContent carries exact shares/values and the grain fields.

read-only

Argument	Type	Description
page	integer	Page number
limit	integer	Results per page
entity	string	family (default): consolidate every 13F filer in the manager family; filer: only the requested CIK's own filing.
ticker	string	Only this security (e.g. 'GOOG'). Returns the security grain: GOOG is Class C only, not the Alphabet issuer total.
institution*	string	Institution CIK number (e.g. '1067983'), slug (e.g. 'berkshire-hathaway'), or name (e.g. 'Berkshire Hathaway') — names are resolved automatically.

Input schema (JSON)

get_stock_activity

Get institutional buying/selling activity trend for a stock over multiple quarters. Shows how many institutions are buying vs selling, net share changes, and value flows — useful for detecting accumulation or distribution patterns. Plan limits: Free/keyless access covers the latest 13F quarter only; the multi-quarter trend requires Pro. Omit `quarters` to get the most your plan allows. structuredContent carries the exact net shares/values. Each quarter carries ko.io's comparability state (comparable / split_adjusted with its split factor / not_comparable / first_reported): a null share or value flow means UNKNOWN (withheld), never zero.

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Argument	Type	Description
ticker*	string	Stock ticker symbol
quarters	integer	Number of quarters to return. Omit for the plan default (Pro: 8 = 2 years; Free/keyless: the latest quarter only). An explicit value above what your plan allows returns a plan-limit error.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "maxLength": 200,
      "description": "Stock ticker symbol"
    },
    "quarters": {
      "type": "integer",
      "maximum": 40,
      "minimum": 1,
      "description": "Number of quarters to return. Omit for the plan default (Pro: 8 = 2 years; Free/keyless: the latest quarter only). An explicit value above what your plan allows returns a plan-limit error."
    }
  },
  "additionalProperties": false
}

get_stock_financials

Get quarterly or annual financial statements for a company (revenue, net income, EPS, margins, cash flow, debt ratios) from SEC 10-K/10-Q filings. Plan limits: the Free plan and keyless access return only the latest quarterly statement; annual statements and earlier quarters require Pro (a request for them returns an explicit plan-limit error, never 'no data'). structuredContent carries the exact reported values.

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Argument	Type	Description
limit	integer	Number of periods to return (default 8)
ticker*	string	Stock ticker symbol (e.g. 'AAPL', 'MSFT')
period_type	string	Period type — quarterly (10-Q) or annual (10-K)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "default": 8,
      "maximum": 20,
      "minimum": 1,
      "description": "Number of periods to return (default 8)"
    },
    "ticker": {
      "type": "string",
      "maxLength": 200,
      "description": "Stock ticker symbol (e.g. 'AAPL', 'MSFT')"
    },
    "period_type": {
      "enum": [
        "quarterly",
        "annual"
      ],
      "type": "string",
      "default": "quarterly",
      "description": "Period type — quarterly (10-Q) or annual (10-K)"
    }
  },
  "additionalProperties": false
}

get_stock_holders

Get top institutional holders of a stock from SEC 13F filings. Shows which hedge funds, mutual funds, and pension funds own the most shares, with quarter-over-quarter changes.

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Argument	Type	Description
page	integer	Page number
limit	integer	Results per page
ticker*	string	Stock ticker symbol (e.g. 'NVDA')

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 50,
      "minimum": 1,
      "description": "Results per page"
    },
    "ticker": {
      "type": "string",
      "maxLength": 200,
      "description": "Stock ticker symbol (e.g. 'NVDA')"
    }
  },
  "additionalProperties": false
}

get_stock_price

Get historical daily stock prices (OHLC). Returns a summary by default; set series=true to get the full daily price series (for backtesting / charting).

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Argument	Type	Description
limit	integer	Max rows of the daily series to return when series=true.
period	string	Look-back window
series	boolean	If true, return the full daily OHLC series (up to `limit` rows) instead of just a summary.
ticker*	string	Stock ticker symbol

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "default": 500,
      "maximum": 3000,
      "minimum": 1,
      "description": "Max rows of the daily series to return when series=true."
    },
    "period": {
      "enum": [
        "1y",
        "3y",
        "5y",
        "10y"
      ],
      "type": "string",
      "default": "1y",
      "description": "Look-back window"
    },
    "series": {
      "type": "boolean",
      "default": false,
      "description": "If true, return the full daily OHLC series (up to `limit` rows) instead of just a summary."
    },
    "ticker": {
      "type": "string",
      "maxLength": 200,
      "description": "Stock ticker symbol"
    }
  },
  "additionalProperties": false
}

get_stock_profile

Get a company's profile — sector, market cap, price, P/E ratio, 52-week range, beta, dividend yield, and other key financials.

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Argument	Type	Description
ticker*	string	Stock ticker symbol (e.g. 'AAPL', 'NVDA', 'MSFT')

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "maxLength": 200,
      "description": "Stock ticker symbol (e.g. 'AAPL', 'NVDA', 'MSFT')"
    }
  },
  "additionalProperties": false
}

get_treasury_yields

Get U.S. Treasury yield curve data — daily yields for maturities from 1-month to 30-year. Essential for understanding interest rate environment and yield curve shape.

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Argument	Type	Description
days	integer	Days of daily history to return, 1-3650 (default 30 = last month)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "days": {
      "type": "integer",
      "default": 30,
      "maximum": 3650,
      "minimum": 1,
      "description": "Days of daily history to return, 1-3650 (default 30 = last month)"
    }
  },
  "additionalProperties": false
}

list_insider_traders

List executives/insiders who have recently traded their company stock. Filter by role (CEO only or all executives). Useful for finding notable insider buying/selling activity across the market.

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Argument	Type	Description
page	integer
role	string	Filter by role (case-insensitive): CEO, executive/officer, or all
limit	integer
search	string	Search by name or ticker

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1
    },
    "role": {
      "enum": [
        "ceo",
        "executive",
        "all"
      ],
      "type": "string",
      "default": "all",
      "description": "Filter by role (case-insensitive): CEO, executive/officer, or all"
    },
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 50,
      "minimum": 1
    },
    "search": {
      "type": "string",
      "maxLength": 200,
      "description": "Search by name or ticker"
    }
  },
  "additionalProperties": false
}

list_institutions

List top institutional investors (hedge funds, mutual funds, etc.) tracked in the SEC 13F database. Supports search by name and pagination.

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Argument	Type	Description
page	integer	Page number
limit	integer	Results per page
search	string	Search by institution name, CIK, or manager name (e.g. 'Klarman' -> Baupost)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 50,
      "minimum": 1,
      "description": "Results per page"
    },
    "search": {
      "type": "string",
      "maxLength": 200,
      "description": "Search by institution name, CIK, or manager name (e.g. 'Klarman' -> Baupost)"
    }
  },
  "additionalProperties": false
}

Search across institutions, stocks, and insider traders in the ko.io SEC database. Institutions match by firm name OR manager name ('Seth Klarman' -> Baupost, 'Ackman' -> Pershing Square; person hits carry matched_person). Use this first when you have a name but need the CIK number, ticker, or slug to use with other tools.

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Argument	Type	Description
limit	integer	Max results per category
query*	string	Search query — company name, ticker, person name, or institution name (min 2 characters)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "query"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "default": 5,
      "maximum": 10,
      "minimum": 1,
      "description": "Max results per category"
    },
    "query": {
      "type": "string",
      "maxLength": 200,
      "minLength": 2,
      "description": "Search query — company name, ticker, person name, or institution name (min 2 characters)"
    }
  },
  "additionalProperties": false
}

search_gov_contracts

Search U.S. federal prime-contract actions (USAspending, FY2015+) across companies, or rank companies by obligations with view=companies. Companies listed today plus reviewed links. Filter by ticker(s), agency, sub-agency, fiscal year or dates. Actions also support recipient, NAICS, award type and minimum absolute amount. Without tickers the window is at most 366 days. Exact decimal strings; signed obligations, not payments. Provisional recent months; Defense reports about 90 days late. Free: trailing 92 days; history: Pro.

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Argument	Type	Description
to	string
from	string
page	integer
view	string
limit	integer
naics	string
agency	string
period	string
ticker	string

sec_get_filing_document

Get a source document from a SEC filing, served by ko.io. Returns a ko.io LINK to the rendered document (open in a browser) plus, optionally, an extracted text excerpt. Never returns the whole file — for full content, open the link or request a specific section. Requires a paid ko.io plan (Pro): on Free or keyless access the call returns an explicit plan-limit error. Use sec_list_filings / sec_get_filing_index (open on every plan) to find filings and their files.

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Argument	Type	Description
cik*	string	Company CIK number
file	string	File name within the filing (from sec_get_filing_index). Omit for the primary document.
accession_no*	string	Accession number, e.g. '0000320193-23-000106'
include_excerpt	boolean	Include a text excerpt (first ~6000 chars) in the response

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "cik",
    "accession_no"
  ],
  "properties": {
    "cik": {
      "type": "string",
      "maxLength": 200,
      "description": "Company CIK number"
    },
    "file": {
      "type": "string",
      "maxLength": 200,
      "description": "File name within the filing (from sec_get_filing_index). Omit for the primary document."
    },
    "accession_no": {
      "type": "string",
      "maxLength": 200,
      "description": "Accession number, e.g. '0000320193-23-000106'"
    },
    "include_excerpt": {
      "type": "boolean",
      "default": true,
      "description": "Include a text excerpt (first ~6000 chars) in the response"
    }
  },
  "additionalProperties": false
}

sec_get_filing_index

Enumerate every file in a single SEC filing (primary document, exhibits, images, XBRL, the full .txt submission). Pass a file name from here to sec_get_filing_document.

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Argument	Type	Description
cik*	string	Company CIK number
accession_no*	string	Accession number, e.g. '0000320193-23-000106'

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "cik",
    "accession_no"
  ],
  "properties": {
    "cik": {
      "type": "string",
      "maxLength": 200,
      "description": "Company CIK number"
    },
    "accession_no": {
      "type": "string",
      "maxLength": 200,
      "description": "Accession number, e.g. '0000320193-23-000106'"
    }
  },
  "additionalProperties": false
}

sec_list_filings

List an entity's SEC filings from EDGAR (most recent first), each with its accession number. Provide the company's CIK (use search or get_stock_profile to find it). Returns accession numbers to pass to sec_get_filing_index / sec_get_filing_document.

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Argument	Type	Description
to	string	Latest filing date, ISO YYYY-MM-DD
cik*	string	Company CIK number (e.g. '320193' for Apple)
from	string	Earliest filing date, ISO YYYY-MM-DD
limit	integer	Max filings to return
form_type	string	Exact SEC form filter, e.g. '10-K', '13F-HR', '8-K'

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "cik"
  ],
  "properties": {
    "to": {
      "type": "string",
      "maxLength": 200,
      "description": "Latest filing date, ISO YYYY-MM-DD"
    },
    "cik": {
      "type": "string",
      "maxLength": 200,
      "description": "Company CIK number (e.g. '320193' for Apple)"
    },
    "from": {
      "type": "string",
      "maxLength": 200,
      "description": "Earliest filing date, ISO YYYY-MM-DD"
    },
    "limit": {
      "type": "integer",
      "default": 50,
      "maximum": 200,
      "minimum": 1,
      "description": "Max filings to return"
    },
    "form_type": {
      "type": "string",
      "maxLength": 200,
      "description": "Exact SEC form filter, e.g. '10-K', '13F-HR', '8-K'"
    }
  },
  "additionalProperties": false
}

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "institution"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "limit": {
      "type": "integer",
      "default": 50,
      "maximum": 100,
      "minimum": 1,
      "description": "Results per page"
    },
    "entity": {
      "enum": [
        "family",
        "filer"
      ],
      "type": "string",
      "default": "family",
      "description": "family (default): consolidate every 13F filer in the manager family; filer: only the requested CIK's own filing."
    },
    "ticker": {
      "type": "string",
      "maxLength": 20,
      "description": "Only this security (e.g. 'GOOG'). Returns the security grain: GOOG is Class C only, not the Alphabet issuer total."
    },
    "institution": {
      "type": "string",
      "maxLength": 200,
      "description": "Institution CIK number (e.g. '1067983'), slug (e.g. 'berkshire-hathaway'), or name (e.g. 'Berkshire Hathaway') — names are resolved automatically."
    }
  },
  "additionalProperties": false
}