algoum-mcp

io.github.fi4all由 GitHub 帳號 fi4all 發布v1.0.0更新於 Oct 24, 2026

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

已驗證Streamable HTTP可網頁執行金融資料與分析

概覽

AI 產生的概覽

遠端 MCP 伺服器,讓助理以乾淨的 JSON 查詢 SEC EDGAR 的內部人交易、8-K 重大事件與 13F 機構持股資料。

可以做什麼
  • 查詢 Form 4/5 內部人買賣,包含買方群聚與公司高階主管買賣比
  • 檢索 8-K 重大事件,例如高層異動、併購、破產、資安事件與財報發布
  • 查看 13F 機構持股、基金投資組合,以及個股的持有基金數與部位增減
  • 解析股票代號與 CIK,取得紀錄對應的原始 SEC 文件,並查看資料新鮮度
適用情境
適合希望助理以自然語言回答美國內部人交易、公司揭露或機構持股問題,而不想自行建置 EDGAR 資料管線的情境。
執行需求
遠端 Streamable HTTP 端點,不需本機套件。需要 algoum API 金鑰,以 Authorization bearer 權杖方式傳送,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。
安裝前請注意
API 金鑰屬於憑證:應放在環境變數或 IDE 自身設定中,不要提交到專案檔案。說明稱僅對已公開的 SEC 資料進行唯讀存取,服務免費,可自願捐款。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 algoum-mcp,將其新增到工作區。
  2. 連接 Authorization token 憑證。它們會被私密儲存,絕不會在公開頁面上展示。
  3. 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。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.github.fi4all%2Falgoum-mcp/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

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",
      "headers": {
        "Authorization": "Bearer <YOUR_TOKEN>"
      }
    }
  }
}

README

algoum-mcp 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-mcp": {      "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-mcp 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-mcp": {      "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-mcp 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-mcp": {      "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-mcp 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-mcp": {      "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-mcp server is connected.

GitHub Copilot CLI

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

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

Run /mcp in the CLI to see algoum-mcp 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-mcp@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 40b55e1

工具

0
該伺服器需要 API 金鑰等憑證,因此 SourceWeft 無法在沒有憑證的情況下讀取其工具,也未收錄。

版本歷史

1
  1. v1.0.0最新Oct 11, 2026

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