regulatory-filings-mcp

SEC & institutional filings — Form 4, 8-K, 13F, Schedule 13D, Form D, IPO & earnings calendars.

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What it can do

    What data it sees

    Do you need an account

    An API key from the service settings is required

    SEC & institutional filings — Form 4, 8-K, 13F, Schedule 13D, Form D, IPO & earnings calendars.

    How to connect

    How to connect regulatory-filings-mcp to Claude

    The server address to paste into Claude settings:

    https://nexgendata-mcp-proxy.steve-corbeil.workers.dev/regulatory-filings-mcp/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 regulatory-filings-mcp to ChatGPT

    The server address to paste into ChatGPT settings:

    https://nexgendata-mcp-proxy.steve-corbeil.workers.dev/regulatory-filings-mcp/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 regulatory-filings-mcp to Cursor

    The server address to paste into Cursor settings:

    https://nexgendata-mcp-proxy.steve-corbeil.workers.dev/regulatory-filings-mcp/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 (17)

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

    get_form_4_insider_tradesRetrieve SEC Form 4 insider trades (officers/directors buying or selling their own stock). Replaces a WhaleWisdom Insider feed subscription. Returns transaction date, insider name & role, shares, price, value. Args: ticker: Optional ticker filter (e.g. "NVDA") days_back: Lookback window in days (default 30) min_value_usd: Optional minimum transaction value filter (post-filtered)
    get_form_d_private_fundingRetrieve SEC Form D private offerings — private rounds, hedge fund launches, exempt securities filings. VC and private equity intel for tracking who's raising and how much. Args: state: Optional state filter (e.g. "CA", "NY") — passed as a query keyword days_back: Lookback window in days (default 30) min_amount: Optional minimum offering amount filter (post-filtered)
    get_form_8k_material_eventsRetrieve SEC Form 8-K material event filings — M&A, executive changes, bankruptcy, earnings, going concerns. Replaces an 8-K Push subscription. Real-time material event monitoring for any public company. Args: ticker: Optional ticker filter event_type: Optional 8-K item filter (e.g. "1.01", "2.01", "5.02") days_back: Lookback window in days (default 14)
    get_form_13f_holdingsRetrieve SEC Form 13F-HR holdings — institutional investor positions ($100M+ AUM funds). Pull Berkshire Hathaway, Renaissance, Citadel, Two Sigma quarterly position disclosures. Args: filer_cik: Filer CIK number (e.g. "0001067983" for Berkshire) or fund name (passed as query) quarter: Quarter in YYYY-QN format (e.g. "2025-Q4")
    get_schedule_13d_activistRetrieve SEC Schedule 13D / 13G activist & beneficial-ownership filings (>5% stake). Track Carl Icahn, Elliott Management, Pershing Square, Trian moves — the activist signal. Args: target_ticker: Optional ticker of target company filer: Optional activist filer name (post-filtered) days_back: Lookback window in days (default 90)
    detect_insider_clusterDetect insider buying clusters — multiple officers/directors buying the same stock inside a window. The smart-money signal hedge funds pay $200+/mo for. Returns one row per stock with cluster strength. Args: ticker: Optional ticker to filter days_window: Cluster detection window in days (default 30 — 30/60/90 supported) min_insiders: Minimum distinct insiders to qualify as a cluster (default 3)
    get_13f_deltaCompute the position delta between a 13F filer's two most recent filings. Returns new positions, increased stakes, reduced stakes, and full exits per CUSIP — the actionable signal WhaleWisdom Premium charges $999/yr for. Args: filer_cik: Filer CIK (e.g. "0001067983" for Berkshire) or fund name days_back: Lookback window for filings comparison (default 90 — informational)
    get_swf_holdingsRetrieve sovereign wealth fund (SWF) US equity holdings — Norway GPFG, GIC Singapore, ADIA, PIF. Tracks position changes for the world's largest state-backed investors. Args: fund: Optional SWF name filter (e.g. "Norway", "GIC", "ADIA") quarter: Informational; the actor returns the most recently reported quarter per fund.
    get_ipo_calendarRetrieve upcoming IPO calendar — pricing date, shares offered, price range, lead underwriters. Args: days_forward: Calendar horizon in days (default 30) — passed via the upstream date_range enum
    get_earnings_calendarRetrieve upcoming earnings calendar — report dates, EPS estimates, revenue estimates. Args: days_forward: Calendar horizon in days (default 14) ticker: Optional ticker filter (post-filtered)
    get_earnings_estimatesRetrieve analyst earnings estimate revisions — EPS upgrades/downgrades over the lookback window. Args: ticker: Required ticker symbol days_back: Lookback window — maps to 30d / 60d / 90d
    get_analyst_targetsRetrieve Wall Street analyst price targets for a ticker — high, low, mean, latest changes by firm. Args: ticker: Required ticker symbol
    get_pre_ipo_secondaryRetrieve pre-IPO secondary market valuations — Forge, EquityZen, Hiive prices for SpaceX, Stripe, OpenAI tier names. Args: company: Optional company name filter (e.g. "SpaceX", "Stripe")
    get_options_unusual_activityRetrieve unusual options activity — volume vs open-interest spikes, large block trades, suspected smart-money positioning. Args: ticker: Optional ticker filter min_volume_ratio: Minimum volume / open-interest ratio (default 2.0)
    get_short_interestRetrieve short interest data — short ratio, days-to-cover, % of float short, changes vs prior period. Args: ticker: Optional ticker filter days_back: Informational; actor returns latest reported short interest snapshot
    get_stock_splits_corporate_actionsRetrieve upcoming stock splits, spinoffs, mergers, special dividends, and other corporate actions. Args: days_forward: Calendar horizon in days (default 60)
    get_dividend_aristocratsRetrieve S&P 500 Dividend Aristocrats — companies with 25+ consecutive years of dividend increases. Args: min_years: Minimum consecutive years of dividend increases (default 25)