
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.
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
在 SourceWeft 中
- 開啟 儀表板中的 algoum-mcp,將其新增到工作區。
- 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。
- 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。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:
2. Check the connection
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.
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:
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
-
Open Settings → Tools → GitHub Copilot → Model Context Protocol (MCP) and click Configure. This opens
mcp.json. -
Add the server:
-
Open the Copilot chat, switch to agent mode and check that the
algoum-mcptools are listed.
JetBrains AI Assistant
-
Open Settings → Tools → AI Assistant → Model Context Protocol (MCP) and click Add.
-
Choose As JSON and paste:
-
Save and wait until the server shows as connected.
The key stays in the IDE's own configuration on your machine.
Claude Code
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:
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:
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:
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
- algoum portal
- API reference
- MCP Registry entry
- Glama listing
- Contact us – questions, feedback and anything you would like to see next
來源:README.md,提交 40b55e1
工具
0版本歷史
1- v1.0.0最新Oct 11, 2026
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