About Insider Trading
Insider Trading is an MCP server for retrieving US-listed companies’ insider and ownership filings from SEC EDGAR. It serves finance researchers and agents with tools for Form 4 transactions, 8-K events, Schedule 13D/G filings, and combined activity summaries.
Key features
- 01Retrieve Form 4 insider filings
- 02Search 8-K material events
- 03Find Schedule 13D/G ownership filings
- 04Summarize recent filing activity
- 05Resolve tickers, company names, or CIKs
Use cases
- 01Review recent insider transactions for a company
- 02Track reported material corporate events
- 03Check investors’ ownership stake disclosures
- 04Summarize filing activity over stated periods
MCP support
Exposes four SEC EDGAR filing tools to MCP clients through Pipeworx or as a local stdio server. Calls accept a ticker, company name, or CIK; no authentication is required.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://gateway.pipeworx.io/insider-trading/mcpclaude mcp add --transport http pipeworx-io-insider-trading https://gateway.pipeworx.io/insider-trading/mcp{"mcpServers":{"pipeworx-io-insider-trading":{"type":"http","url":"https://gateway.pipeworx.io/insider-trading/mcp"}}}Open in Cursor{"servers":{"pipeworx-io-insider-trading":{"type":"http","url":"https://gateway.pipeworx.io/insider-trading/mcp"}}}Open in VS Code{"mcpServers":{"pipeworx-io-insider-trading":{"type":"http","url":"https://gateway.pipeworx.io/insider-trading/mcp"}}}{"mcpServers":{"pipeworx-io-insider-trading":{"serverUrl":"https://gateway.pipeworx.io/insider-trading/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
45| Parameter | Type | Required | Description |
|---|---|---|---|
| q | string | No | Alias for question. |
| ask | string | No | Alias for question. |
| text | string | No | Alias for question. |
| input | string | No | Alias for question. |
| packs | array | No | OPTIONAL. Restrict routing to these pack slugs (e.g. ["sec-form-d","sec-13f"]) — the router then picks only from tools in those packs. Omit for the default full-catalog routing. Slugs come from list_packs / search_packs / https://pipeworx.io/directory; unlisted or unknown slugs are ignored and named in _meta.pack_scope.ignored, and if none of them resolves the question is routed across the whole catalog with _meta.pack_scope.full_catalog:true (never an empty answer). |
| query | string | No | Alias for question. |
| prompt | string | No | Alias for question. |
| message | string | No | Alias for question. |
| question | string | Yes | Your question or request in natural language. Accepts query, q, prompt, text, input, ask, message as aliases. |
Details
From the project README@pipeworx/insider-trading
SEC EDGAR insider and ownership filings for US-listed companies — Form 4 insider transactions, 8-K material events, and Schedule 13D/G stake filings — read live from EDGAR full-text search.
Part of Pipeworx — an MCP gateway connecting AI agents to 1881+ live data sources. This is an independent, unofficial integration — not affiliated with, endorsed by, or published by the upstream provider.
Tools
| Tool | Returns |
|---|---|
insider_trades | Form 4 filings: date, the officer/director/10%-owner who filed, form, accession, EDGAR link |
insider_8k | 8-K filings with item codes decoded (earnings, acquisitions, officer departures, delistings…) |
insider_13d | Schedule 13D/G beneficial-ownership filings: which investor crossed 5%, when, and the filing link |
insider_activity_summary | All three in one call — 90 days of Form 4 and 8-K, one year of 13D/G, with counts |
All four take ticker, which also accepts a company name ("NVIDIA Corp") or a
bare CIK. insider_trades / insider_8k / insider_13d also take days and
limit (max 200).
Counts mean what they say
total_*_filings is the number of rows in filings — the two always agree.
The upstream total for the same company and window is reported separately as
matched_*_filings, with truncated: true when it is larger. Raise limit to
retrieve the rest. (Before 2026-08-31 the count was the upstream total and the
rows were a client-side-filtered subset, so the tool could answer
{total_form4_filings: 3, filings: []} as a clean 200 — fleet #739.)
A ticker with no matching SEC registrant returns
{found: false, reason: "unresolved_company", hint} rather than throwing, so an
agent can recover. reason: "missing_ticker" means the argument was empty.
Auth
None. EDGAR is keyless. SEC fair-access rules require a descriptive
User-Agent, which the pack sends; requests are subject to SEC's ~10 req/s
per-IP limit, so a burst of parallel calls can transiently fail.
Data sources
- EDGAR full-text search —
https://efts.sec.gov/LATEST/search-index(forms,ciks,dateRange=custom+startdt/enddt,fromfor paging) - SEC company ticker universe —
https://www.sec.gov/files/company_tickers.json(ticker/name → CIK, viaresolveSecEntityin@pipeworx/shared) - Filing documents —
https://www.sec.gov/Archives/edgar/data/<cik>/…(linked, not fetched)
Upstream gotchas worth knowing
formsfilters the ROOT form. Schedule 13D/G root forms areSCHEDULE 13D/SCHEDULE 13G; the legacySC 13Dspelling matches zero documents and returns a silent empty result.- efts caches on a key that omits
ciks, so a filtered request can be served an unfiltered cached body as a 200. Every request here carries a negated nonsense token (-zqfc<cik>) to make the cache key unique, checks the echoedquery.query.bool.filter, and re-checks each row against the CIK. dateRange=customwith onlystartdtis silently ignored — both bounds are always sent.display_namescarries the ticker inconsistently. An NVDA Form 4 readsNVIDIA CORP (CIK 0001045810)while an NVDA 8-K readsNVIDIA CORP (NVDA) (CIK 0001045810). Never select a company by matching the ticker against that string; filter server-side onciks.
Quick Start
Add to your MCP client (Claude Desktop, Cursor, Windsurf, etc.):
{
"mcpServers": {
"insider-trading": {
"url": "https://gateway.pipeworx.io/insider-trading/mcp"
}
}
}
What this endpoint actually serves
tools/list at https://gateway.pipeworx.io/insider-trading/mcp returns the tools in the table
above plus the shared Pipeworx meta-tools — ask_pipeworx,
discover_tools, search_within, remember/recall and the rest of the
gateway-wide set. So the tool count you see is larger than this table: a
single-pack endpoint currently lists roughly 30 shared tools alongside the
pack's own. The connection's initialize response states its exact scope, and
is the authoritative answer for a given day.
This is deliberate, not multiplexing by accident. The meta-tools are what let a
scoped connection answer a question this pack does not cover — via
ask_pipeworx, which routes across the whole catalog — without you adding a
second MCP server. There is currently no way to mount a pack endpoint without
them; if the extra schemas cost you more context than the routing is worth,
connect to the full gateway once rather than to several pack endpoints.
Or connect to the full Pipeworx gateway to get every pack's tools listed directly, instead of just this one's:
{
"mcpServers": {
"pipeworx": {
"url": "https://gateway.pipeworx.io/mcp"
}
}
}
Both URLs reach the same gateway and the same 1881+ data sources. The
only difference is which pack's tools are listed directly; ask_pipeworx
reaches all of them from either one.
No MCP client? Call it over HTTP
curl -X POST https://gateway.pipeworx.io/v1/tools/insider_trades \
-H 'Content-Type: application/json' \
-d '{"ticker":"NVDA","days":30}'
No account needed for the first calls. Inspect any tool: GET https://gateway.pipeworx.io/v1/tools/insider_trades. Find one: POST https://gateway.pipeworx.io/v1/tools/search_packs with {"query":"..."}.
Standalone (no gateway account)
This package also runs as a local stdio MCP server — no Pipeworx account, no gateway round-trip:
{
"mcpServers": {
"insider-trading": {
"command": "npx",
"args": ["-y", "@pipeworx/mcp-insider-trading"]
}
}
}
Or run it directly to confirm it starts:
npx -y @pipeworx/mcp-insider-trading
It speaks MCP over stdin/stdout and answers initialize/tools/list/tools/call
for only this pack's tools — none of the shared meta-tools the gateway
connection above adds. Same source, same tools, no ask_pipeworx routing.
Using with ask_pipeworx
Instead of calling tools directly, you can ask questions in plain English — this works on the pack endpoint above as well as on the full gateway:
ask_pipeworx({ question: "your question about Insider Trading data" })
The gateway picks the right tool and fills the arguments automatically.
More
License
MIT
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