Market answers, cited.
101 FinTech tools behind one URL.
Frontier models: 100% correct with Pipeworx, 63% with web search
Ask what a company earned, what its stock is doing right now, who filed an insider trade, or how a bank’s books look. Every number comes back with the filing or the feed behind it.
Included Packs
Company filings, XBRL financials, full-text search across all SEC submissions
Bank health, call reports, enforcement actions, industry aggregates, failure history
Consumer complaint database. Search by company, product, date. Track complaint trends
Stock quotes, daily time series, company fundamentals, income statements, balance sheets (BYO key)
DeFi protocol TVL, fees/revenue, chain comparisons, stablecoin data, yield pools
GDP, financial inclusion, development indicators across 200+ countries
Federal funds rate, credit data, money supply, yield curves, 800K+ economic time series
Customers, charges, subscriptions, balance, invoices (BYO key)
Accounting queries, customers, invoices, accounts (OAuth)
Transactions, orders, invoices, disputes (BYO key)
Real-time crypto prices and market data
FX rates, treasury yield curves
Setup
Choose one of these options:
Open claude.ai/customize/connectors, click Add custom connector, name it Pipeworx FinTech and paste this URL. Leave the OAuth client ID and secret blank — the connector registers itself.
https://gateway.pipeworx.io/mcp?vertical=fintechThen click Connect and sign in with GitHub. That step is free and takes you from 50 calls a day to 200 — same connection either way, and you can skip it and sign in later. In a new chat, open the tools menu and enable the connector.
Custom connectors need a paid Claude plan — that is an Anthropic gate, not a Pipeworx one.
Add this to your claude_desktop_config.json:
{
"mcpServers": {
"pipeworx-fintech": {
"command": "npx",
"args": [
"-y",
"mcp-remote",
"https://gateway.pipeworx.io/mcp?vertical=fintech",
"--header",
"Authorization:Bearer YOUR_API_KEY"
]
}
}
}Paste this into Claude to use for one conversation:
Use this MCP server for this conversation:
npx -y mcp-remote "https://gateway.pipeworx.io/mcp?vertical=fintech" --header "Authorization:Bearer YOUR_API_KEY"
Then pull SoFi's financials from SEC EDGAR.For stock data, get a free key at alphavantage.co and add it on your /account page.
For payment and accounting data, connect your accounts on the /account page.
All Tools
Insider Trading 4 tools
insider_trades Form 4 insider buy/sell filings — who's buying and selling shares insider_8k Material events (earnings, M&A, officer changes, material agreements) insider_13d Activist investor filings — 5%+ ownership stakes (13D/G) insider_activity_summary Combined insider activity overview — trades, events, activists in one call Finnhub 4 tools
get_quote Real-time stock quote — price, change, high, low, volume get_company_news Recent news articles for a company get_earnings_calendar Upcoming and recent earnings dates and estimates search_symbol Search for stock ticker symbols by company name SEC EDGAR 5 tools
edgar_search_filings Full-text search across all SEC filings edgar_company_filings List filings for a specific company edgar_company_facts All XBRL facts for a company edgar_company_concept Single XBRL concept time series edgar_ticker_to_cik Convert ticker symbol to CIK number CFPB 5 tools
cfpb_search_complaints Search consumer complaints by keyword cfpb_company_complaints Complaints for a specific company cfpb_get_complaint Get a single complaint by ID cfpb_top_companies Companies with most complaints cfpb_product_breakdown Complaint counts by product category FDIC BankFind 5 tools
fdic_search_institutions Search FDIC-insured institutions fdic_get_institution Get details for a specific bank fdic_financials Bank financial call report data fdic_failures Historical bank failure records fdic_summary Industry-wide aggregate statistics Alpha Vantage 6 tools
av_quote Real-time stock quote av_daily Daily price time series av_overview Company overview and fundamentals av_income_statement Annual and quarterly income statements av_balance_sheet Annual and quarterly balance sheets av_earnings Earnings per share history DefiLlama 6 tools
defi_tvl_protocols List protocols by total value locked defi_protocol_detail Detailed protocol TVL and chain breakdown defi_chain_tvl TVL for a specific blockchain defi_protocol_fees Protocol fees and revenue data defi_stablecoins Stablecoin market data and supply defi_yields DeFi yield pools and APY data World Bank 4 tools
get_worldbank_indicator Fetch any World Bank indicator by code get_country Country metadata and classifications get_population Population data for any country get_gdp GDP data for any country FRED 5 tools
fred_get_series Fetch time series observations fred_search Search for economic data series fred_series_info Metadata for a specific series fred_category Browse data by category fred_releases Economic data release schedule Crypto 2 tools
get_crypto_price Real-time cryptocurrency price get_crypto_market Market cap, volume, and rankings Exchange & Treasury 2 tools
get_exchange_rate Foreign exchange rates get_treasury_rates US Treasury yield curve data Stripe 6 tools
stripe_list_customers List Stripe customers stripe_get_customer Get a specific customer stripe_list_charges List payment charges stripe_list_subscriptions List active subscriptions stripe_get_balance Current Stripe balance stripe_list_invoices List invoices QuickBooks 5 tools
qb_query Run accounting queries qb_get_customer Get a specific customer qb_list_invoices List invoices qb_get_invoice Get a specific invoice qb_list_accounts List chart of accounts PayPal 5 tools
paypal_list_transactions List recent transactions paypal_get_order Get order details paypal_list_invoices List invoices paypal_get_invoice Get a specific invoice paypal_list_disputes List payment disputes Common questions
What data sources are included in the FinTech vertical?
SEC EDGAR (filings, XBRL financials, full-text search across all submissions), FDIC BankFind (call reports, enforcement, failure history), CFPB (consumer complaint database), Alpha Vantage (real-time quotes, fundamentals), and DeFi APIs. Covers insider trading (Form 4), activist investors (13D), material events (8-K), and bank health alongside live market data.
Can my AI agent monitor insider trading or 13D filings in real time?
Yes. EDGAR full-text search and the recent_changes meta-tool let an agent watch a ticker or CIK for new Form 4 insider trades, 13D activist filings, 8-K material events, or any other SEC form. recent_changes accepts a since window (e.g., 7d, 30d) and returns structured items rather than HTML.
Do I need an Alpha Vantage API key for real-time stock quotes?
Bring your own — Alpha Vantage's free tier is 25 calls per day, and the shared demo key returns rate-limit errors. Sign up for a free personal key in about 30 seconds at alphavantage.co/support/#api-key. SEC and FDIC data require no keys.
How current is the financial data — is anything cached or stale?
SEC EDGAR is queried live (filings appear within minutes of acceptance). Alpha Vantage quotes are live with end-of-day fundamentals. CFPB and FDIC publish on their own cadence (CFPB roughly daily, FDIC quarterly). Every response carries _meta.cache.fresh_until so an agent can reason about freshness before reusing data.