FolioFact
Read-only value-investing fund, holdings, financial, options, and insider research.
Connect it
Settings → Connectors → Add custom connector
URL: https://foliofact.com/mcpSettings → Apps & Connectors → Advanced → Developer mode
Create connector with URL: https://foliofact.com/mcp{
"mcpServers": {
"foliofact": {
"url": "https://foliofact.com/mcp",
"headers": {
"X-Api-Key": "<YOUR_X_API_KEY>"
}
}
}
}claude mcp add --transport http foliofact https://foliofact.com/mcp --header "X-Api-Key: <value>"{
"servers": {
"foliofact": {
"type": "http",
"url": "https://foliofact.com/mcp",
"headers": {
"X-Api-Key": "<YOUR_X_API_KEY>"
}
}
}
}13 tools, verified live
searchread-onlyBounded cross-domain search: funds by name, stocks by ticker/name, and insider transactions by owner. The same scopes the web search uses. A blank or missing query returns empty buckets, mirroring GET /api/v1/search.
get_fundread-onlyOne fund's latest filing and its investors.
fund_holdingsread-onlyA fund's current portfolio positions with quarter-over-quarter change.
fund_historyread-onlyQuarter-by-quarter filing history and a summary (turnover, concentration, favorites).
get_stockread-onlyOne company as held by tracked funds: holders, values, and last-quarter moves.
get_investorread-onlyOne investor's portfolio links (funds they run or back) and featured fund.
insider_feedread-onlyRecent Form 4/5 insider transactions across all held stocks, newest first. Filterable by transaction type and owner. Page 2+ requires FolioFact Pro.
fetch_pageread-onlyFetches an allowlisted public page as markdown/text: published blog posts (/blog/:slug), static pages (e.g. /agents, /api-docs, /about), and the agent discovery doc (/llms.txt).
stock_earningsread-onlyThe latest cited AI Earnings Report for one stock (or a stable period with `period`). Requires FolioFact Pro.
stock_financialsread-onlyFinancial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro.
stock_insidersread-onlyRecent Form 4/5 insider transactions for one company. Requires FolioFact Pro.
stock_optionsread-onlyDaily 30-day implied volatility history for one company. Requires FolioFact Pro.
compare_stocksread-onlyAligned multi-stock comparison: valuation, latest financial point, fund conviction, and insider activity. Requires FolioFact Pro.
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