Alphasmo Tools

io.github.alphasmoPublished by GitHub account alphasmov0.2.1Updated Nov 3, 2026

CLI + MCP server for SEC 13F institutional holdings, insider trading, and smart money convergence.

VerifiedSTDIODesktop onlyFinanceData & Analytics

Overview

AI-generated overview

Local MCP server and CLI exposing SEC 13F institutional holdings, Form 4 insider trades and smart-money convergence signals to an AI assistant.

What you can do
  • Search, list and profile 13F institutions, including sector weights
  • Read an institution's latest 13F holdings
  • Look up stocks by ticker or CUSIP with holder counts, flows and top holders
  • Rank stocks by net institutional buy or sell flow
  • Review recent insider trades and 30/90-day insider confidence scores per ticker
  • Find tickers where institutions and insiders are both buying (smart-money convergence)
When to use it
Useful when you want an assistant to answer questions about institutional holdings, insider buying and selling, or where hedge funds and company insiders are buying at the same time, without leaving the conversation.
Requirements
Runs locally over stdio via npx (Node.js) with the command alphasmo mcp. Works anonymously at a lower rate limit; an optional ALPHASMO_API_KEY raises the limit. Network access to the provider's API is required.
Before you install
Requests are rate-limited by IP when anonymous. The optional ALPHASMO_API_KEY is a secret passed by environment variable. Queries and tickers are sent to the provider's remote API. Data is informational SEC filing data, not investment advice.

Installation

In SourceWeft

  1. Open Alphasmo Tools in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Desktop only via STDIO. STDIO servers start a local process, so they need the SourceWeft desktop host.

Other MCP clients

Follow the launch instructions in the repository.

README

AlphaSMO — The Ultimate Smart Money API for AI

[npm version] [License: MIT]

CLI + MCP server for AlphaSMO — SEC EDGAR 13F institutional holdings, Form 4 insider trading, and "smart money convergence" signals (tickers where hedge funds and company insiders are buying at the same time), queryable from your terminal, your scripts, or any MCP-compatible AI agent (Claude, ChatGPT, Cursor, etc.).

No signup, no API key, no setup — try it right now:

bash
npx alphasmo stocks flows --limit 10

Example output:

text
┌────────┬──────────────────────────────┬────────────────────┬──────────────┬──────────────┐│ ticker │ issuer                       │ net flow (USD)     │ avg weight % │ institutions │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ BRK-A  │ BERKSHIRE HATHAWAY INC-CL A  │ 247,455,256,379    │ 1.42         │ 1418         │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ AZN    │ AstraZeneca PLC              │ 148,465,847,587.12 │ 0.47         │ 1309         │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ XOM    │ EXXON MOBIL CORP             │ 138,784,059,363.77 │ 0.78         │ 4716         │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ CVX    │ CHEVRON CORP                 │ 77,783,933,645.44  │ 0.6          │ 4261         │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ JNJ    │ JOHNSON & JOHNSON            │ 64,498,075,844.9   │ 0.76         │ 4603         │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ SNDK   │ SANDISK CORP                 │ 58,662,972,096.01  │ 0.65         │ 1172         │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ MU     │ MICRON TECHNOLOGY INC        │ 55,374,569,969.23  │ 0.7          │ 2993         │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ AMAT   │ APPLIED MATERIALS INC        │ 48,790,109,328.41  │ 0.52         │ 2931         │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ EEM    │ ISHARES MSCI EMERGING MARKET │ 48,211,222,155.7   │ 0.59         │ 1637         │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ CAT    │ CATERPILLAR INC              │ 46,035,710,179.58  │ 0.5          │ 3724         │└────────┴──────────────────────────────┴────────────────────┴──────────────┴──────────────┘

Why AlphaSMO

  • 📊 13F institutional holdings — every hedge fund and asset manager's quarterly SEC filings: AUM, positions, and behavioral "personality scores" (concentration, turnover, sector conviction). Read our guide on What Is a 13F Filing? and How to Read Institutional Holdings Changes.
  • 🕵️ Insider trading (Form 4 & 144) — officer/director/10%-owner buys and sells, with a confidence score per ticker. Learn more in What Is a Form 4 Filing? and What Is a Form 144 Filing?.
  • 🚀 Smart money convergence — the flagship signal: tickers where 13F institutions and company insiders are both buying right now.
  • 🤖 Built for AI agents — an MCP server out of the box, so Claude, ChatGPT, Cursor, or any MCP client can pull real financial data mid-conversation.
  • 🆓 Free anonymous tier — no signup required to try it; get a free API key any time to raise your rate limit.

Use cases

"What is smart money buying right now?"        → alphasmo convergence"What does Berkshire Hathaway hold?"            → alphasmo institutions holdings berkshire-hathaway-inc"Are insiders buying or selling NVDA?"          → alphasmo insider summary NVDA"Which stocks are institutions dumping?"        → alphasmo stocks flows --direction sell

Wire the MCP server into Claude Desktop, Claude Code, Cursor, or any MCP client (see below) and ask these in plain English — no code required.

CLI

bash
npx alphasmo institutions search "Berkshire"npx alphasmo stocks get AAPLnpx alphasmo convergence -l 5

No install step required — npx fetches and runs it. Or install globally:

bash
npm install -g alphasmoalphasmo --help

Commands

CommandWhat it returns
alphasmo institutions search <query> [-l|--limit]Search 13F institutions by name
alphasmo institutions list [-l|--limit] [-o|--offset]Paginate the full institution universe (no query)
alphasmo institutions get <slug>Full institution detail, sector weights
alphasmo institutions holdings <slug>Latest 13F holdings for one institution
alphasmo stocks get <identifier>Full stock detail — holder count, flows, top holders (identifier = ticker or CUSIP)
alphasmo stocks flows [-d|--direction buy|sell] [-l|--limit]Stocks ranked by net institutional buy/sell flow
alphasmo insider trades <ticker>Recent individual Form 4 insider trades for one ticker
alphasmo insider summary <ticker>Insider confidence scores (30d/90d) for one ticker
alphasmo convergence [-l|--limit] [--min-confidence] [--days]Tickers where 13F institutions and insiders are both buying — the flagship signal
alphasmo mcpStart the MCP server over stdio

Global flags on every command: --api-key <key> (env ALPHASMO_API_KEY), --base-url <url> (env ALPHASMO_BASE_URL), -f/--format json|compact|table|csv, --json (shorthand for --format json), --csv (shorthand for --format csv).

Output format auto-detects your context — no flag needed in the common case:

  • Typed directly in a terminal → a readable table, with numbers comma-formatted (263,095,703,570).
  • Piped, redirected, or spawned by a script/AI agent (stdout isn't a TTY) → JSON, safe to pipe into jq or feed to an agent.
  • --format/--json/--csv always override the auto-detection either way.
bash
alphasmo stocks flows --csv > flows.csvalphasmo insider trades AAPL --csv | column -s, -t

Errors go to stderr with a distinct exit code (2 not found, 3 auth, 4 rate limit, 5 unexpected response shape, 1 other), so scripts can branch without string-matching.

Get an API key

Anonymous requests are rate-limited by IP. Sign up and mint a free key at alphasmo.com/developer, then:

bash
alphasmo convergence --api-key ask_live_...# orexport ALPHASMO_API_KEY=ask_live_...

MCP server

Option 1: claude mcp add (recommended)

If you're using Claude Code, register the server with one command:

bash
claude mcp add alphasmo -- npx -y alphasmo@latest mcp

Add -e ALPHASMO_API_KEY=ask_live_... before the -- to raise your rate limit. Run claude mcp list to confirm it's connected.

Option 2: manual MCP client config

For Claude Desktop, Cursor, or any other MCP client, add this to your config file directly:

json
{  "mcpServers": {    "alphasmo": {      "command": "npx",      "args": ["alphasmo", "mcp"],      "env": { "ALPHASMO_API_KEY": "optional-your-key-here" }    }  }}

Both options work anonymously out of the box, at lower rate limits than with a key. Tools exposed: search_institutions, get_institution_profile, get_institution_holdings, get_stock_overview, get_stock_flows, get_insider_activity, get_smart_money_convergence.

Full endpoint reference: alphasmo.com/developer/docs.

Programmatic use

ts
import { AlphasmoClient } from "alphasmo";
const client = new AlphasmoClient(); // no apiKey needed to try itconsole.log(await client.getSmartMoneyConvergence({ limit: 5 }));
bash
npm install alphasmo

A Python client + MCP server is also available — see alphasmo.com/developer for setup.

Learn more

Educational Guides & SEC Filings Deep Dives

Deepen your understanding of institutional holdings and SEC filing dynamics:

License

MIT

Source: README.md at commit 758529a

Tools

0
SourceWeft has not started this package in its sandbox yet, so its tools are not known.

Version history

1
  1. v0.2.1LatestSep 16, 2026

Score

50% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 days25 pts

    Keep the endpoint answering the MCP handshake; SourceWeft probes it every 30 days.

  • Auth declared10 pts

    Declare the credential headers in the registry entry, or keep the endpoint answering the probe so its auth can be classified.

  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts