Integrate · MCP server

SEC filing data, inside your AI agent

One MCP server, 24 typed tools. Claude, Cursor, Windsurf, Zed, Codex and any other MCP client get the same rows as the Terminal and the REST API, with the quarter and form to cite.

Get API key See all 24 tools

Free tier: 200 calls a day. MCP tool calls and REST requests share one quota.

Connect a client

Same endpoint in every client. Works without a key in demo mode.

Claude Code: run in your terminal.

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

Add the server: paste the config for your client, or point any MCP client at https://mcp.ko.io/mcp (streamable HTTP).
Without a key the server runs in demo mode. To use your plan's quota, append ?api_key=YOUR_KEY to the URL, or in Claude Code add --header "Authorization: Bearer YOUR_KEY". Create a key
Ask in plain language, for example “Which positions did Berkshire Hathaway add in Q2 2026?” The agent picks the tools; each tool call counts as one API call.

From the question to the filing

The server is a stateless pass-through to the same API; nothing is generated in between.

Request
AI agent
A question or task
Transport
MCP server
Tool call + arguments
Data
ko.io API
Normalised source rows
Original
SEC · House · Senate
Filings the rows came from

Responses carry filing context: the form, the period and the filer.

One server, every agent

Streamable HTTP at https://mcp.ko.io/mcp. Each tool is a typed wrapper over one REST route, so an answer can be checked against the same row in the Terminal.

MCPStreamable HTTP24 tools

Example

What the agent sends, gets back and answers

One question, one tool call. The tool answers in text with rounded figures; the exact values are in the REST row behind it, and the filing is one click away. Check an agent's answer as you would any analyst's.

ExampleAn MCP client connected to ko.ioko-sec-data

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
Ticker	Issuer	Value	Shares	Weight	Action
AAPL	APPLE INC	$65.95B	227.92M	22.04%	UNCHANGED
AXP	AMERICAN EXPRESS CO	$51.28B	151.61M	17.14%	UNCHANGED
GOOG	ALPHABET INC	$37.76B	105.98M	12.62%	ADDED

Berkshire Hathaway reported 227.92 million Apple shares for the quarter ending June 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": "1067983",
    "limit": 1
  }
}

REST row behind the tool · data[0]Berkshire Hathaway Inc

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; Sum of 12 information-table lines
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
Lines summed: 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 and returns the latest quarter; the row above is AAPL as the API returned it on 2026-09-23. Rows do not carry the accession: sec_list_filings lists the filer's filings and sec_get_filing_index opens one.

Reference

24 tools

19 work on the free tier; the rest need a paid plan. Each tool is a typed wrapper over one REST route.

24 tools

Tool	Returns	REST route	Plan
Institutions
list_institutions	Find 13F filers by name	/api/v1/institutions	Free
get_institution_holdings	A manager's 13F portfolio for a quarter	/api/v1/holdings/:cik	Free
Stocks
get_stock_profile	Company profile and key figures	/api/v1/stocks/:ticker	Free
get_stock_price	Daily OHLCV price history	/api/v1/stock-price/:ticker	Free
get_stock_financials	Historical 10-K / 10-Q line items	/api/v1/stocks/:ticker/financials/historical	Free
get_stock_holders	Institutional holders of a ticker	/api/v1/stock-holders/:ticker	Free
get_stock_activity	Quarter-over-quarter holder activity	/api/v1/stock-holders/:ticker	Free
Insiders
get_insider_trades	Form 4 trades by a company's insiders	/api/v1/executive-trades/:ticker	Free
list_insider_traders	Latest insider trades across the market	/api/v1/insider-trades	Free
get_form144_notices	Form 144 proposed-sale notices	/api/v1/form144-notices	Free
Congress
get_congress_trades	STOCK Act trades across members	/api/v1/congress-trades	Free
get_congress_member	One member's disclosed trades	/api/v1/congress-trades/:member	Free
Crypto ETFs
get_crypto_exposure	Spot crypto-ETF ownership summary	/api/v1/crypto/exposure-summary	Free
get_crypto_holders	Institutions holding a spot crypto ETF	/api/v1/crypto/institutional-holders	Free
get_crypto_holder	One institution's crypto-ETF positions	/api/v1/crypto/holder/:cik	Free
SEC filings
sec_list_filings	A filer's EDGAR filings by form and date	/api/v1/filings/:cik	Free
sec_get_filing_index	The documents inside one filing	/api/v1/filings/:cik/:accession	Free
sec_get_filing_document	The text of a filing document	/api/v1/filings/:cik/:accession/file	Paid
Market structure
get_ftd_data	SEC fails-to-deliver by ticker	/api/v1/sec/ftd	Free
Macro
get_treasury_yields	Daily Treasury par yield curve	/api/v1/treasury/yields	Paid
get_fed_rates	Fed funds, SOFR and reference rates	/api/v1/fed/rates	Paid
get_economic_indicators	CPI, PPI and other BLS series	/api/v1/economic/indicators	Paid
get_financial_stress	OFR Financial Stress Index	/api/v1/stress/ofr	Paid
Search
search	Resolve a ticker, institution or person	/api/v1/search	Free

Server: https://mcp.ko.io/mcp · stateless, streamable HTTP. ChatGPT, Gemini, Grok or your own backend can call the same data over REST: see the API reference.

Access

Quotas and limits

Free tier: 200calls / day; Paid plans raise it to 20,000 and more.
One quota: MCP and REST share it; One tool invocation = one call. A single question can trigger several.
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; Paid-only tools need a key on a paid plan.

Connect your agent

Demo mode works without a key; the free tier includes 200 calls a day.

Plans and limits Quickstart