Financial Datasets

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Institutional 13F holdings, fund portfolios, insider trades, and SEC filings by ticker. BYO key.

4 tools
0ms auth
free tier 50 calls/day

Tools

fd_institutional_holders

Who holds <ticker> (institutional 13F holders) — the institutional investors (funds, asset managers) that report holding a stock in their latest SEC Form 13F. Returns investor name, shares held, marke

No parameters required.

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fd_investor_portfolio

What does fund <investor> hold (institutional 13F portfolio) — every long position an institutional filer reported in its latest SEC Form 13F. Identified by the fund's 10-digit zero-padded SEC CIK (e.

No parameters required.

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fd_insider_transactions

Insider (Form 4) transactions for <ticker> — recent buys/sells by officers, directors, and 10%+ owners as reported on SEC Form 3/4/5. Returns insider name, title, transaction type, shares, price, date

No parameters required.

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fd_filings

Recent SEC filings for <ticker> — the company's latest EDGAR filings (10-K, 10-Q, 8-K, 20-F, 6-K). Returns filing type, report period, filing date, and document URL. Optionally filter by filing_type.

No parameters required.

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Test with curl

The gateway speaks JSON-RPC 2.0 over HTTP POST. You can test any pack directly from the terminal.

List available tools
bash 
curl -X POST https://gateway.pipeworx.io/financial-datasets/mcp \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/list"}'
Call a tool
bash 
curl -X POST https://gateway.pipeworx.io/financial-datasets/mcp \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":2,"method":"tools/call","params":{"name":"fd_institutional_holders","arguments":{}}}'

Use with the SDK

Install @pipeworx/sdk to call tools from any TypeScript/Node project.

TypeScript 
import { Pipeworx } from '@pipeworx/sdk';
const px = new Pipeworx();
const result = await px.call("fd_institutional_holders", {});
ask_pipeworx 
// Or ask in plain English:
const answer = await px.ask("institutional 13f holdings, fund portfolios, insider trades, and sec filings by ticker");