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Tutorial · 10 minutes

Build your first SEC agent

In three prompts, your AI agent goes from nothing to a cited institutional-flow analysis, every number traceable to the SEC filing it came from. Works with Claude Code, Cursor, Windsurf, Zed, or any MCP client. No API key needed to start.

Every command and output below was executed for real against live data. Nothing is mocked.

  1. Step 1: Connect the data layer

    ~1 min

    One command registers 24 SEC data tools with your agent:

    Terminal
    claude mcp add ko-sec-data --transport http https://mcp.ko.io/mcp

    Using Cursor, Windsurf or Zed instead? Grab the JSON config on the MCP page. Verify with claude mcp list; you should see ko-sec-data ... ✔ Connected.

  2. Step 2: Ask your first real question

    ~2 min
    You ask
    What are Berkshire Hathaway's largest holdings right now, and what changed last quarter?

    The agent resolves "Berkshire" to CIK 1067983, pulls the latest 13F, and answers with filing-grade numbers. Actual tool response:

    get_institution_holdings

    Live response, Q1 2026
    TickerIssuerValueWeightAction
    AAPLAPPLE INC$57.84B21.99%UNCHANGED
    AXPAMERICAN EXPRESS$45.83B17.4%UNCHANGED
    GOOGLALPHABET INC$30.5B11.6%ADDED
    SourceSEC EDGAR13F-HRBerkshire Hathaway Inc, CIK 1067983

    The free tier covers this whole tutorial (200 calls/day, no key). Each row carries its quarter and change action, so the agent cites instead of guessing.

  3. Step 3: Cross datasets -- where agents earn their keep

    ~3 min
    You ask
    Which stocks did both institutions accumulate AND members of Congress buy in the last quarter? Cross-reference 13F changes with STOCK Act disclosures.

    This is one prompt, but the agent chains get_stock_holders, get_congress_trades and get_insider_trades on its own: a join across three SEC datasets that would take an afternoon by hand. Try variations:

    • "Chart NVIDIA's institutional ownership over 8 quarters"
    • "Find threshold-list stocks with rising fails-to-deliver -- classic squeeze setups"
    • "What did Nancy Pelosi trade this year, and how long were her disclosure delays?"

  4. Step 4: Unlock full depth

    ~2 min

    A free API key raises you to full history and all core datasets; Pro adds macro (Treasury/Fed), short interest and fails-to-deliver at 20,000 calls/day.

    Attach your key (query param works in every client)
    claude mcp add ko-sec-data --transport http "https://mcp.ko.io/mcp?api_key=ko_live_YOUR_KEY"

    Keep keys out of shared configs

    The key travels in the URL. Do not commit MCP configs that contain api_key= to a shared repository; rotate it in the Console if it leaks.
    Get a free key Full API reference

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