Form4API — SEC Insider Trading MCP Server

Production-grade SEC Form 4 insider trading data for any MCP-compatible AI assistant — amendment-aware, 10b5-1 clean, with Form 144 + institutional 13F-HR overlay, plus congressional STOCK Act…

Local serverstdioMIT

What is the Form4API — SEC Insider Trading MCP Server?

Form4API MCP — SEC Form 4 Insider Trading is an MCP project maintained in the theodor90/form4api-mcp repository. The maintainer describes its purpose as “Production-grade SEC Form 4 insider trading data for any MCP-compatible AI assistant — amendment-aware, 10b5-1 clean, with Form 144 + institutional 13F-HR overlay, plus congressional…”. Read the project documentation for the complete scope.

Installation

The documented npm package is form4api-mcp. The configuration below comes from the maintainer’s example; adapt its paths and account values to your environment.

Configuration values

The example declares FORM4API_KEY. Secret-looking values have been replaced with placeholders. Required and optional labels are shown only when the documentation states them.

Source

Project documentation · Repository · Discovery listing. This profile records the public documentation checked on 2026-10-08.

Recorded tools

Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.

ToolWhat it does
searchResolve a company name, ticker fragment, or a person's name to a ticker or CIK — the usual first call when you don't already have an identifier. Returns…
research_companyBundled insider-research context for one ticker in a single call — company profile, recent transactions, cluster signals, sentiment, and a computed buy/sell…
get_transactionsSearch insider transactions — filter by ticker, insider, date range, transaction codes or whole categories (exclude_category=derivatives), 10b5-1 plan…
get_recent_filingsMost recent Form 4 filings, optionally filtered by ticker
list_filingsForm 4 filings as a paginated list, newest filed first — filter by ticker, cik, or a filed-date window. Use this to page through filings; get_recent_filings is
get_filingSingle filing by accession number
get_insider_profileInsider profile — name, title, director/officer/10pct owner flags
get_insider_transactionsAll transactions for a specific insider (by CIK)
get_company_overviewCompany profile — name, CIK, SIC sector, state, website, filing counts
get_company_insidersAll insiders who have filed Form 4s for a company
list_companiesList companies, sorted by name or filing count
get_insider_directoryBrowse insiders alphabetically by surname — an A-Z rail with a count per letter, plus one page of insiders under the requested letter
get_insider_career_summaryAggregate career rollup: total bought/sold, top companies, 10b5-1 split, return averages
get_insider_scorecardBuy track-record scorecard for an insider (CIK) — hit rate and avg/median return on discretionary open-market buys; null when fewer than 5 matured samples
get_insider_leaderboardTop insiders ranked by hit_rate or avg_return; filter by horizon (3m/6m), min_trades, and limit
get_signalsCluster buy/sell signals — multiple insiders at the same company in the same direction. Excludes 10b5-1 trades automatically
get_sentimentMSPR-style monthly sentiment score per ticker (-100 to +100). 10b5-1 excluded so the score reflects real insider conviction
get_form144Notice-of-proposed-sale filings — early signal ~2 days before Form 4 sale lands
get_holdingsInstitutional positions from Form 13F-HR (filter by ticker, CUSIP, manager, quarter, min value)
get_managersInstitutional manager index with latest AUM
explain_signalExplain why a signal fired — the insiders and trades counted, exclusions, and criteria
get_data_qualityPublic data-quality, freshness and coverage metrics
list_schedule13_dgSchedule 13D/13G >5% beneficial-ownership crossings for a company — filer, ownership percent, event date, form type
list_congress_tradesCongressional STOCK Act trades (periodic transaction reports) — filter by ticker, politician, party, chamber, state, transaction type, min amount, or date…
list_congress_politiciansRanked rollup of politicians by congressional trade activity — total/buy/sell counts, most recent disclosure
get_congress_politicianOne politician's full profile by bioguide ID — totals, top traded tickers, most recent trades
get_congress_ticker_rollupWhich politicians traded a given ticker, with net buy/sell counts
get_convergence_signalsTickers where an insider cluster-buy and a congressional purchase happened within a trailing window of each other. strength is documented arithmetic…
check_usageYour API key usage stats and current plan
get_key_activityRecent API requests for this key
get_usage_historyDaily request counts for the last N days
search_insidersSubstring search on insider names
list_webhooksList your webhook subscriptions
get_webhook_eventsReplay webhook delivery events since a timestamp
verify_setupVerify the MCP is configured correctly — confirms API key is valid and server is reachable
get_public_statsPublic corpus-wide totals (filings, transactions, companies, 13F-HR AUM, ingestion latency) — no API key required
get_status_historyTrailing 90-day daily uptime history for the public status page
health_ingestionLive ingestion-health check — Form 4 freshness, parse-queue backlog, price-feed staleness

How to install the Form4API — SEC Insider Trading MCP Server

{
  "mcpServers": {
    "form4api": {
      "command": "npx",
      "args": [
        "-y",
        "form4api-mcp"
      ],
      "env": {
        "FORM4API_KEY": "YOUR_FORM4API_KEY"
      }
    }
  }
}

From the project documentation. Replace placeholders and example paths before connecting.

Configuration

VariableDescriptionRequired
FORM4API_KEYDeclared in the maintainer’s client configuration.Check documentation