SEC · 13F · ADV · Fundamentals · MCP

The SEC filing layer your AI can cite

Company signals, screening, 13F flow, activist 13D/13G, adviser data, and XBRL fundamentals — every answer traced to a filing, accurate as of any date.

Cited to the filing Point-in-time Read-only, auto-approvable

One protocol — bring it to the assistant you already use

Claude ChatGPT Gemini Cursor + any MCP client
Why teams use it

What you get

The outcomes desks connect SEC for — before the feature list.

Answers that go straight into a memo

Every figure and quote is traced to a specific filing or article — no model guesses — so research lands in a note without a separate fact-check pass.

Ask "as of" any past date

Point-in-time by construction — reconstruct what was knowable on a given date for backtests, event studies, and "what did we know when" reviews.

The whole desk on one endpoint

Signals, XBRL fundamentals, 13F flow, activist ownership, adviser data, and news — one connection your analysts query in plain English instead of five terminals.

In practice

Ask in plain English

One question. Your AI composes the tools and returns a cited answer.

You ask

Which stocks saw the biggest cluster of notable funds entering last quarter?

You ask

Brief me on NVDA — signal profile, recent 8-Ks, insider activity, and fundamentals, each cited.

You ask

Show active hostile activist campaigns demanding board seats.

You ask

Which companies filed non-reliance 8-Ks (Item 4.02) last quarter?

Browse ready-to-run prompt packs
By the numbers

The corpus behind the answers

2.5M
SEC filings
152M
Filing sentences, cited
127M
News sentences
529
Event classifiers
What it covers

SEC — cited and point-in-time

get_company_profile Company brief

One call returns a company's latest signal profile — rising/declining classifiers, 8-K activity, insider and credit signals, price, and latest-quarter fundamentals.

"Brief me on NVDA — signal profile, recent 8-Ks, insider activity, and fundamentals, each cited."

screen_companies Screener

Cross-company screening over the filing universe — filter on 8-K item codes (bankruptcy, non-reliance, auditor change), classifiers, SIC range, insider buying, and credit widening.

"Which companies filed non-reliance 8-Ks (Item 4.02) last quarter?"

get_fundamentals Fundamentals

Quarterly XBRL fundamentals for ~4,400 companies — YoY growth, margins, capex, leases, and interest burden back to 2009, with ticker aliases auto-resolved.

"Show NVDA's last 8 quarters of revenue, margins, and capex intensity."

compare_companies Peer compare

Signal profiles of 2–5 companies side by side — aggregates, top rising classifiers, category signals, price, and the computed key differences.

"Compare the distress and insider signals across these three regional banks."

semantic_search Filing search

Embed a plain-English query and pull the most similar sentences across filings — no classifier needed. Scope by ticker, form, SIC, or year.

"Find companies flagging supply-chain disruptions in their latest 10-K."

search_news_articles News search

Article-level news and press-release search with a 9-class event taxonomy, a materiality score, and post-publication price move — deduped to the canonical story.

"Find M&A articles that moved a stock 5%+ in three trading days."

thirteenf_holders 13F holders

Top institutional holders of a ticker with each manager's quarter-over-quarter action, notable-fund flags, and cluster-entry signals.

"Who are the top holders of NVDA, and which notable funds added last quarter?"

thirteenf_who_holds 13F reverse

Every institutional manager holding a ticker — filterable to the ~760 notable ($58T AUM) funds, activists, quants, or a given AUM tier.

"Which activist funds hold a position in this company?"

thirteenf_screen 13F flow screener

Cross-company institutional-flow screen — consensus cluster entries/exits, quiet accumulation, and multi-quarter inflow streaks the single-company views can't show.

"Which stocks saw ≥3 notable funds enter last quarter?"
Browse all 24 SEC tools in detail
The guarantee

Primary-source data an LLM can't fabricate

The same trust contract every server in the family follows.

Point-in-time

What was actually knowable on a date — no hindsight. Real backtests, not leakage.

Survivorship-complete

The failures are in the denominator, not just the winners the model remembers.

Sourced, not guessed

Every number carries its filing and snippet. NULL means unknown, never invented.

Post-cutoff fresh

SEC filings, 13F, N-PORT, ADV, and funding rounds — live, past any training cutoff.

Who it's for

Built for the desk

Investment research

13F flow, activist campaigns, screening, and manager track records.

Legal & compliance

Governance, officer changes, disclosure and litigation language, cited.

Accounting & audit

Restatements, auditor changes, XBRL fundamentals, and comparables.

Connect

Add it to your MCP client

Paste the endpoint into your client's connector settings. Sign in with your allowlisted email — access is by invitation.

Kaleidoscope MCP · SEC — endpoint
https://mcp.kscope.io/mcp/

Works with Claude (desktop & web), Claude Code, Cursor, and any MCP client over HTTP. On first use your client opens a sign-in tab — enter your email for a one-time link.

The family

One protocol, many data layers

Connect any subset — each is a focused, cited surface for its own domain.

See it on your own questions

Request a demo and we'll show you cited, point-in-time sec answers in your own AI client.

Request a Demo