FolioFact

Read-only value-investing fund, holdings, financial, options, and insider research.

CommunityOnlineAPI key requiredGlobalFreeRead-only

What it can do

    What data it sees

    Do you need an account

    An API key from the service settings is required

    Read-only value-investing fund, holdings, financial, options, and insider research.

    How to connect

    How to connect FolioFact to Claude

    The server address to paste into Claude settings:

    https://foliofact.com/mcp

    1. Open Claude (claude.ai or the desktop app).
    2. Go to Settings → Connectors.
    3. Click Add custom connector.
    4. Paste the server address copied below into Remote MCP server URL and click Add.
    5. In a chat, click + → Connectors and switch the new connector on.

    Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

    Authorization

    After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

    How to connect FolioFact to ChatGPT

    The server address to paste into ChatGPT settings:

    https://foliofact.com/mcp

    1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
    2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
    3. Open Settings → Connectors and click Create.
    4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
    5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
    6. In a new chat open + → Apps/Connectors and enable the connector.

    OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

    Authorization

    On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

    How to connect FolioFact to Cursor

    The server address to paste into Cursor settings:

    https://foliofact.com/mcp

    Fastest: click Open in Cursor below and confirm the prompt.

    Manually:

    1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
    2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
    3. Save the file. The server appears in the MCP list; authorize it there if asked.

    Authorization

    If the service needs sign-in, an authorize button appears next to the server in the MCP list.

    Server tool list (13)

    Raw names from tools/list. Only developers need these.

    searchBounded cross-domain search: funds by name, stocks by ticker/name, and insider transactions by owner. The same scopes the web search uses. A blank or missing query returns empty buckets, mirroring GET /api/v1/search.
    get_fundOne fund's latest filing and its investors.
    fund_holdingsA fund's current portfolio positions with quarter-over-quarter change.
    fund_historyQuarter-by-quarter filing history and a summary (turnover, concentration, favorites).
    get_stockOne company as held by tracked funds: holders, values, and last-quarter moves.
    get_investorOne investor's portfolio links (funds they run or back) and featured fund.
    insider_feedRecent Form 4/5 insider transactions across all held stocks, newest first. Filterable by transaction type and owner. Page 2+ requires FolioFact Pro.
    fetch_pageFetches an allowlisted public page as markdown/text: published blog posts (/blog/:slug), static pages (e.g. /agents, /api-docs, /about), and the agent discovery doc (/llms.txt).
    stock_earningsThe latest cited AI Earnings Report for one stock (or a stable period with `period`). Requires FolioFact Pro.
    stock_financialsFinancial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro.
    stock_insidersRecent Form 4/5 insider transactions for one company. Requires FolioFact Pro.
    stock_optionsDaily 30-day implied volatility history for one company. Requires FolioFact Pro.
    compare_stocksAligned multi-stock comparison: valuation, latest financial point, fund conviction, and insider activity. Requires FolioFact Pro.