algoum

io.github.fi4allv1.0.0更新於 Oct 3, 2026

SEC EDGAR insider trades (Form 4/5), 8-K events and 13F holdings as clean JSON.

已驗證Streamable HTTP可網頁執行FinanceData & Analytics

概覽

AI 產生的概覽

讓助理查詢美國 SEC EDGAR 的內線交易、8-K 重大事件與 13F 機構持股資料。

功能
將助理連接到 algoum API,取得來自 SEC EDGAR 的美國金融監理資料。涵蓋 Form 4 與 5 申報的內線買賣,包括買方群聚與高階主管買賣比;Form 8-K 揭露的重大事件,例如經營層變動、併購、破產與資安事件;以及 Form 13F 的季度機構持股與依個股彙總的市場情緒。也支援股票代號與 CIK 查詢、回溯原始申報文件,並說明各資料來源的更新時效。
適用情境
適合用自然語言詢問美國內線交易活動、公司揭露或機構持股,而不必自行查詢 EDGAR。適用於研究、篩選與監控類問題,例如某檔股票近期的內線買進、過去一天的申報,或上一季哪些基金調整了持股。
執行需求
遠端 streamable HTTP 端點,不需要本機套件或執行環境。需要 algoum API 金鑰,以 Authorization bearer token 形式送出;金鑰在 algoum 入口網站的儀表板建立。需要能連線至 algoum API 的網路。此 API 據稱可免費使用。
安裝前請注意
Authorization bearer token 屬於憑證:不要寫入共用設定檔,優先使用環境變數或助理本身的密鑰輸入提示。據說明為對已公布 SEC 資料的唯讀存取,預期不會寫入或刪除資料。資料來自第三方,可能落後於申報;13F 數值描述的是申報持股,而非資金流向。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 algoum,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "mcpServers": {
    "algoum": {
      "type": "http",
      "url": "https://api.algoum.de/v1/mcp"
    }
  }
}

README

algoum for AI assistants (MCP)

Let your AI assistant query US financial regulatory data from SEC EDGAR – insider trades (Form 4/5), material events (8-K) and institutional holdings (13F) – through the Model Context Protocol. Ask in plain language, the assistant looks up the data for you.

What you can ask

Ask for what you want to know – the assistant picks the right tools for you.

Insider trades (Form 4 and 5)

Buys and sells reported by officers, directors and 10% owners – for one company or across the whole market – plus the signals derived from them: clusters of buyers and the buy/sell ratio of a company's officers.

  • "Which insiders bought NVIDIA shares in the last 7 days?"
  • "Where did at least 3 insiders buy within the last 14 days?"
  • "What is the officer buy/sell ratio for Tesla over the last 90 days?"
  • "Show me the latest insider sales across the market."

Material events (Form 8-K)

The events a company has to disclose – leadership changes, mergers, bankruptcies, cyber incidents, earnings releases and more – as a searchable history or as the latest filings across all companies.

  • "Which 8-K filings about cyber incidents came in today?"
  • "What material events did Boeing report this year?"
  • "Were there any bankruptcy filings in the last 24 hours?"

Institutional holdings (Form 13F)

The quarterly portfolios of institutional investors and the aggregated picture per stock: how many funds hold it, and how many opened, increased or reduced their position.

  • "Who holds Apple in 2026-Q1, and what is the institutional sentiment?"
  • "Show Bridgewater's portfolio for its latest reported quarter."
  • "How many funds increased their Microsoft position last quarter?"
  • "Which 13F disclosures came in this week?"

Companies and filings

Ticker and company lookup, the original SEC filing behind every record, and how current each data source is.

  • "What is the CIK for Palantir?"
  • "Give me the SEC filing behind that trade."
  • "How fresh is the data?"

The assistant can also look up the API description itself whenever it needs more detail.

Good to know

  • Read-only access to published SEC data, taken straight from the official filings.
  • Insider trades and material events become available within minutes of being filed.
  • Timestamps are in US Eastern Time, exactly as the SEC reports them.
  • 13F values are the holdings a fund reported for a quarter, so they describe positions rather than money flows.
  • The assistant can ask for the current data freshness at any time.

Got a question, or an idea for data you would like to see? Talk to us – we are happy to hear from you.

The API is free to use. If it is useful to you, a donation helps us keep the service running.

Setup

1. Get your API key

Create a key in the dashboard of the algoum portal – the same key you use for the REST API. Create one key per app or machine, so each one stays under your control, and add or revoke keys at any time.

Keep the key in an environment variable, or let your app prompt for it:

sh
export ALGOUM_API_KEY='<your key>'

2. Check the connection

sh
curl -s https://api.algoum.de/v1/mcp \  -H "Authorization: Bearer $ALGOUM_API_KEY" \  -H 'Content-Type: application/json' \  -H 'Accept: application/json, text/event-stream' \  -d '{"jsonrpc":"2.0","id":1,"method":"tools/list"}'

3. Add the server to your assistant

Some assistants can install the server for you – look for algoum in the MCP Registry. With APM two commands set it up for your assistants. Otherwise use the values below.

URLhttps://api.algoum.de/v1/mcp
TransportStreamable HTTP
AuthenticationYour API key as Authorization: Bearer <key>
VS Code (GitHub Copilot)

Create .vscode/mcp.json in your project (or run MCP: Open User Configuration to use it in all projects). VS Code asks for the key on first start and does not store it in the file:

json
{  "inputs": [    { "type": "promptString", "id": "algoum-key", "description": "algoum API key", "password": true }  ],  "servers": {    "algoum": {      "type": "http",      "url": "https://api.algoum.de/v1/mcp",      "headers": { "Authorization": "Bearer ${input:algoum-key}" }    }  }}

Switch the chat to agent mode and check in the tools list that the algoum tools are enabled.

IntelliJ IDEA and other JetBrains IDEs

Both options work in every JetBrains IDE. Use the one for the assistant you have installed.

GitHub Copilot plugin

  1. Open Settings → Tools → GitHub Copilot → Model Context Protocol (MCP) and click Configure. This opens mcp.json.

  2. Add the server:

    json
    {  "servers": {    "algoum": {      "type": "http",      "url": "https://api.algoum.de/v1/mcp",      "headers": { "Authorization": "Bearer <your key>" }    }  }}
  3. Open the Copilot chat, switch to agent mode and check that the algoum tools are listed.

JetBrains AI Assistant

  1. Open Settings → Tools → AI Assistant → Model Context Protocol (MCP) and click Add.

  2. Choose As JSON and paste:

    json
    {  "mcpServers": {    "algoum": {      "url": "https://api.algoum.de/v1/mcp",      "headers": { "Authorization": "Bearer <your key>" }    }  }}
  3. Save and wait until the server shows as connected.

The key stays in the IDE's own configuration on your machine.

Claude Code
sh
claude mcp add --transport http algoum https://api.algoum.de/v1/mcp \  --header "Authorization: Bearer $ALGOUM_API_KEY"

Verify with claude mcp list.

Cursor

Create .cursor/mcp.json in your project (or ~/.cursor/mcp.json for all projects). The key is read from the environment variable you exported in step 1, so it does not end up in the file:

json
{  "mcpServers": {    "algoum": {      "url": "https://api.algoum.de/v1/mcp",      "headers": { "Authorization": "Bearer ${env:ALGOUM_API_KEY}" }    }  }}

Start Cursor from a shell in which ALGOUM_API_KEY is set, then check Settings → MCP that the algoum server is connected.

GitHub Copilot CLI

Add the server to ~/.copilot/mcp-config.json:

json
{  "mcpServers": {    "algoum": {      "type": "http",      "url": "https://api.algoum.de/v1/mcp",      "headers": { "Authorization": "Bearer <your key>" },      "tools": ["*"]    }  }}

Run /mcp in the CLI to see algoum connected. The file stays on your machine.

APM (Agent Package Manager)

APM installs the server for the assistant you choose. Run it in your project. It reads the key from the environment variable you exported in step 1, so the key does not end up in any file:

sh
apm marketplace add fi4all/algoum_mcpapm install algoum@algoum-marketplace --target vscode

Replace vscode with your assistant, for example copilot, claude or cursor. apm targets lists all supported ones. Without --target, APM needs an existing assistant folder in the project.

Links

來源:README.md,提交 cdf125e

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版本歷史

1
  1. v1.0.0最新Oct 3, 2026