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Let your AI agent answer with the filing, not a guess

Give your agent clean, corrected SEC data instead of raw EDGAR: 24 tools over 13F, Form 4, congressional trades and more, reading the same checked tables as the Terminal. Available fields vary by tool; filing lookup tools retrieve the source documents.
Get API key See all 24 tools
Free plan: 200 calls a day across REST and MCP. A tool call uses one call, or two when it first looks up a name.

Connect a client

One endpoint for every client. Demo mode needs no key.

Claude CodeRun in your terminal.

claude mcp add ko-sec-data --transport http https://mcp.ko.io/mcp
Then check the connection by asking: “How many Apple shares did Berkshire Hathaway hold at the end of Q2 2026, and how big is the position?”

24 tools

19 work on the Free plan and in demo mode, for the most recent quarter; the rest need a paid plan. Full history needs Pro or higher. Each tool is a typed wrapper over one REST route.

24 tools

MCP tools

Institutions

  • list_institutions
    Find 13F filers by name
    Free
    REST route
    /api/v1/institutions
  • get_institution_holdings
    A manager's 13F portfolio for a quarter
    Free
    REST route
    /api/v1/holdings/:cik

Stocks

  • get_stock_profile
    Company profile and key figures
    Free
    REST route
    /api/v1/stocks/:ticker
  • get_stock_price
    Daily OHLCV price history
    Free
    REST route
    /api/v1/stock-price/:ticker
  • get_stock_financials
    Historical 10-K / 10-Q line items
    Free
    REST route
    /api/v1/stocks/:ticker/financials/historical
  • get_stock_holders
    Institutional holders of a ticker
    Free
    REST route
    /api/v1/stock-holders/:ticker
  • get_stock_activity
    Quarter-over-quarter holder activity
    Free
    REST route
    /api/v1/stock-holders/:ticker

Insiders

  • get_insider_trades
    Form 4 transactions for one company
    Free
    REST route
    /api/v1/executive-trades/:ticker
  • list_insider_traders
    Latest available Form 4 transactions
    Free
    REST route
    /api/v1/insider-trades
  • get_form144_notices
    Form 144 proposed-sale notices
    Free
    REST route
    /api/v1/form144-notices

Congress

  • get_congress_trades
    Disclosed congressional transactions
    Free
    REST route
    /api/v1/congress-trades
  • get_congress_member
    Disclosed transactions for one member of Congress
    Free
    REST route
    /api/v1/congress-trades/:member

Crypto ETFs

  • get_crypto_exposure
    Spot bitcoin-ETF ownership summary
    Free
    REST route
    /api/v1/crypto/exposure-summary
  • get_crypto_holders
    Institutions holding a spot bitcoin ETF
    Free
    REST route
    /api/v1/crypto/institutional-holders
  • get_crypto_holder
    One institution's bitcoin-ETF positions
    Free
    REST route
    /api/v1/crypto/holder/:cik

SEC filings

  • sec_list_filings
    A filer's EDGAR filings by form and date
    Free
    REST route
    /api/v1/filings/:cik
  • sec_get_filing_index
    The documents inside one filing
    Free
    REST route
    /api/v1/filings/:cik/:accession
  • sec_get_filing_document
    The text of a filing document
    Paid
    REST route
    /api/v1/filings/:cik/:accession/file

Market structure

  • get_ftd_data
    SEC fails-to-deliver by ticker
    Free
    REST route
    /api/v1/sec/ftd

Macro

  • get_treasury_yields
    Daily Treasury par yield curve
    Paid
    REST route
    /api/v1/treasury/yields
  • get_fed_rates
    Fed funds, SOFR and reference rates
    Paid
    REST route
    /api/v1/fed/rates
  • get_economic_indicators
    CPI, PPI and other BLS series
    Paid
    REST route
    /api/v1/economic/indicators
  • get_financial_stress
    OFR Financial Stress Index
    Paid
    REST route
    /api/v1/stress/ofr

Search

  • search
    Resolve a ticker, institution or person
    Free
    REST route
    /api/v1/search

Server: https://mcp.ko.io/mcp · Streamable HTTP. Building your own integration? Use the REST API.

What an agent does with it

Questions an analyst would ask, answered by chaining tools across datasets. Each run was captured from this server; the chart and answer use only the numbers the tools returned.

ExampleAn agent connected to ko.io over MCP

How did reported institutional holdings of NVIDIA change in the latest 13F quarter? Which of the 25 largest holders changed their positions the most?

Latest-quarter example · The Free plan or demo mode reproduces it while Q2 2026 is the latest 13F quarter

Called 2 tools on ko-sec-data

Largest share changes among the 25 largest NVDA holders, Q2 202610 largest share changes among existing positions, as reported194.70Mnet change in reported common shares, Q2 2026
Increase in reported sharesDecrease in reported shares

In Q2 2026, NVDA common shares reported by 13F filers rose by a net 194.70M shares from the previous quarter, an estimated $38.96B at quarter-end prices (option legs excluded). 3,292 filers increased their positions, including 274 new positions, and 2,480 reduced them, including 115 that exited. These counts include filers with no prior-quarter filing on record. The changes compare reported quarter-end positions; they do not measure trading volume or cash flows.

Among existing positions in the 25 largest holders (reported shares, all legs as filed), the largest increases were FMR (Fidelity) (+32.20M), State Street (+15.90M) and BlackRock (+14.85M); the largest reductions were Citadel Advisors (-18.63M), Wellington (-11.77M) and Legal & General (-10.33M).

SourceSEC EDGAR13F-HR2026-06-30
Example · data captured 2026-09-26

From the question to the filing

One question, one tool call. The tool answers with rounded figures; the exact values are in the REST row behind it, and the filing is one lookup away.

ExampleAn MCP client connected to ko.io

How many Apple shares did Berkshire Hathaway hold at the end of Q2 2026, and how big is the position?

Calledget_institution_holdings{ institution: "Berkshire Hathaway", limit: 3 }

Interpreted "Berkshire Hathaway" as Berkshire Hathaway Inc (CIK 1067983).

13F Holdings — Quarter: 2026-06-30

Tool result excerpt: first three positions
TickerValueSharesWeight
AAPL$65.95B227.92M22.04%
AXP$51.28B151.61M17.14%
GOOG†$37.76B105.98M12.62%

† GOOG = issuer total of GOOGL 78,791,167 sh / $28.16B + GOOG 27,188,433 sh / $9.61B

Berkshire Hathaway reported 227.92 million Apple shares for the quarter ending Jun 30, 2026, worth $65.95 billion. At 22.04% of the reported portfolio it is Berkshire's largest position, ahead of American Express at 17.14%. The share count is unchanged from the prior quarter.

Source: 13F‑HR, period 2026-06-30, SEC EDGAR (opens the filing on sec.gov)

Check it: GET /api/v1/holdings/1067983?ticker=AAPL returns 227,917,808 shares · $65,950,296,923 · 22.04%
tools/callMCP request params
{
  "name": "get_institution_holdings",
  "arguments": {
    "institution": "Berkshire Hathaway",
    "limit": 3
  }
}
The REST row behind the answer, and its filing
GET /api/v1/holdings/1067983 · data[0]
cik
1067983
SEC Central Index Key of the filer
quarter_date
2026-06-30
Portfolio date the 13F reports
ticker
AAPL
Mapped from CUSIP 037833100
shares_held
227,917,808
12 information-table lines combined
holding_value
$65.95B
Reported value, exact 65,950,296,923
portfolio_weight_pct
22.04%
Share of the $299.25B reported total
action
UNCHANGED
Change against the prior quarter
CIK
1067983
Filing lines combined
12
Shares
227,917,808
Value
$65.95B
SourceSEC EDGAR13F-HR0001193125-26-352200 ↗period 2026-06-30filed 2026-08-14

get_institution_holdings wraps GET /api/v1/holdings/:cik; the row above is AAPL as the API returned it on 2026-09-25. Rows do not carry the accession: sec_list_filings lists the filer's filings and sec_get_filing_index opens one.

Quotas and limits

Free plan
200calls / day
Pro: 20,000. Builder: 200,000. Free covers the most recent quarter and latest data only; full history needs Pro or higher.
One quota
MCP and REST share it
Each tool call uses one call, or two when the tool first resolves a name or also fetches a document excerpt. A single question can trigger several tool calls.
Over the limit
HTTP 429 with rate-limit headers
The daily quota resets at 00:00 UTC.
Demo mode
No key, rate-limited per IP
Free-plan tools only, most recent quarter. Paid tools and full history need an API key on Pro or higher.

Connect your agent

Try it now in demo mode, no key. A free key gives you 200 calls a day.

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