mcpField
I
Insider Trading

Insider Trading

Remote
pipeworx.ioFinance1Updated 2d ago

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

  1. 01Retrieve Form 4 insider filings
  2. 02Search 8-K material events
  3. 03Find Schedule 13D/G ownership filings
  4. 04Summarize recent filing activity
  5. 05Resolve tickers, company names, or CIKs

Use cases

  1. 01Review recent insider transactions for a company
  2. 02Track reported material corporate events
  3. 03Check investors’ ownership stake disclosures
  4. 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.

Endpointhttps://gateway.pipeworx.io/insider-trading/mcp
Copy install command
Claude CodeTerminal
Cursor.cursor/mcp.json
VS Code.vscode/mcp.json
Claude Desktopclaude_desktop_config.json
Windsurf~/.codeium/windsurf/mcp_config.json

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
ParameterTypeRequiredDescription
qstringNoAlias for question.
askstringNoAlias for question.
textstringNoAlias for question.
inputstringNoAlias for question.
packsarrayNoOPTIONAL. 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).
querystringNoAlias for question.
promptstringNoAlias for question.
messagestringNoAlias for question.
questionstringYesYour 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

ToolReturns
insider_tradesForm 4 filings: date, the officer/director/10%-owner who filed, form, accession, EDGAR link
insider_8k8-K filings with item codes decoded (earnings, acquisitions, officer departures, delistings…)
insider_13dSchedule 13D/G beneficial-ownership filings: which investor crossed 5%, when, and the filing link
insider_activity_summaryAll 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, from for paging)
  • SEC company ticker universe — https://www.sec.gov/files/company_tickers.json (ticker/name → CIK, via resolveSecEntity in @pipeworx/shared)
  • Filing documents — https://www.sec.gov/Archives/edgar/data/<cik>/… (linked, not fetched)
Upstream gotchas worth knowing
  • forms filters the ROOT form. Schedule 13D/G root forms are SCHEDULE 13D / SCHEDULE 13G; the legacy SC 13D spelling 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 echoed query.query.bool.filter, and re-checks each row against the CIK.
  • dateRange=custom with only startdt is silently ignored — both bounds are always sent.
  • display_names carries the ticker inconsistently. An NVDA Form 4 reads NVIDIA CORP (CIK 0001045810) while an NVDA 8-K reads NVIDIA CORP (NVDA) (CIK 0001045810). Never select a company by matching the ticker against that string; filter server-side on ciks.

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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