profitelligence-mcp-server

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  <img src="assets/logo.png" alt="Profitelligence" width="200" />
</p>

<h1 align="center">Profitelligence MCP Server</h1>

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[![MIT License](https://img.shields.io/badge/License-MIT-green.svg)](LICENSE)
[![MCP Protocol](https://img.shields.io/badge/MCP-Compatible-purple.svg)](https://modelcontextprotocol.io)
[![MCP Registry](https://img.shields.io/badge/MCP_Registry-listed-blue.svg)](https://registry.modelcontextprotocol.io/v0/servers?search=profitelligence)

**Financial intelligence for AI agents.** Give Claude access to insider trading data, SEC filings, economic indicators, and multi-signal analysis — all through a single MCP server.

[Get Started Free](https://profitelligence.com) · [View Pricing](https://profitelligence.com/pricing)

---

## Why Profitelligence?

Traditional financial APIs return mountains of raw data. Your AI agent burns through tokens parsing CSVs, making repeated calls, and piecing together context. **Profitelligence is different.**

We provide **semantically dense, LLM-optimized responses** designed for AI agents:

| Traditional MCP Servers | Profitelligence MCP |
|------------------------|---------------------|
| Many narrow tools (10-20+) | **7 powerful tools** with rich filtering |
| Raw data dumps | **Pre-contextualized intelligence** |
| Multiple calls to answer one question | **One call, complete answer** |
| Token-heavy responses | **Optimized for token efficiency** |
| Complex tool orchestration | **Agent has full control** |

### What You Get

- **Insider Trading Intelligence** — Form 4 filings with entity search ("find Warren Buffett's trades")
- **SEC Filing Analysis** — AI-summarized 8-K events with impact scoring
- **Market Data** — Company profiles, OHLC prices, sector/industry context
- **Economic Indicators** — Federal Reserve (FRED) data for macro context
- **Multi-Signal Analysis** — Opportunity scoring that combines insider activity + SEC events + price action (PRO)

### Safe by Design

This MCP server is a **thin, stateless layer** over Profitelligence's REST APIs:

- ✅ **Read-only** — No ability to modify your account or execute trades
- ✅ **No data storage** — Responses flow through, nothing is cached locally
- ✅ **Documented** — Every tool, argument, and response format is specified in this repo
- ✅ **Your API key** — You control access; revoke anytime from your dashboard

---

## Quick Start

### Option A: Connect via MCP Directory (Recommended)

The easiest way to get started:

1. Visit the [Anthropic MCP Directory](https://claude.ai/connectors)
2. Find and click **Profitelligence**
3. Complete OAuth authentication with your Google account
4. Start asking financial questions!

No API key needed — authentication is handled automatically.

---

### Option B: Manual Setup with API Key

#### 1. Create a Free Account

Sign up at **[profitelligence.com](https://profitelligence.com)** — no credit card required.

The free tier includes:
- Access to top 500 stocks by volume
- Insider trading data (Form 4)
- SEC 8-K filing summaries
- Economic indicators (FRED)
- 250 API calls/day

#### 2. Get Your API Key

Generate an API key from your [account dashboard](https://profitelligence.com/account/api-keys).

#### 3. Add to Claude

**Claude Desktop (easiest):**

Go to **Settings → Connectors → Add Custom Connector** and paste this URL:

```
https://mcp.profitelligence.com/mcp?apiKey=YOUR_API_KEY
```

Replace `YOUR_API_KEY` with your key (e.g. `pk_live_abc123...`). That's it — start chatting.

**Claude Desktop (config file alternative):**

Add to `~/Library/Application Support/Claude/claude_desktop_config.json`:
```json
{
  "mcpServers": {
    "profitelligence": {
      "url": "https://mcp.profitelligence.com/mcp?apiKey=YOUR_API_KEY",
      "transport": "streamable-http"
    }
  }
}
```

**Claude Code (one-liner):**
```bash
claude mcp add profitelligence --transport http \
  https://mcp.profitelligence.com/mcp \
  --header "X-API-Key: YOUR_API_KEY"
```

That's it! Ask Claude: *"What insider buying happened in tech stocks this week?"*

---

## Pricing & Tiers

| Feature | Free | PRO ($4.99/mo) | Elite ($9.99/mo) |
|---------|------|----------------|------------------|
| Stock coverage | Top 500 | Top 6,000 | All stocks |
| API calls | 250/day | 1,000/day | 10,000/day |
| Insider trading (Form 4) | ✅ | ✅ | ✅ |
| SEC 8-K summaries | ✅ | ✅ | ✅ |
| Economic indicators | ✅ | ✅ | ✅ |
| Opportunity scoring | — | ✅ | ✅ |
| Multi-signal analysis | — | ✅ | ✅ |
| Alert subscriptions | — | 10 alerts | Unlimited |
| Priority support | — | — | ✅ |

**Early adopter pricing** — $4.99/mo PRO and $9.99/mo Elite rates are locked in for the first 1,000 users (regular: $10/mo and $29/mo). [Upgrade anytime](https://profitelligence.com/pricing).

---

## Available Tools

7 tools designed for maximum token efficiency. Each answers complete questions with rich, contextual responses:

| Tool | Purpose | Example Query |
|------|---------|---------------|
| `pulse()` | Market snapshot | "What's happening in the market right now?" |
| `investigate(subject)` | Deep research | "Tell me about NVDA's insider activity" |
| `screen(focus)` | Opportunity scanning | "Find tech stocks with insider buying" |
| `assess(symbol)` | Position health check | "How is my AAPL position doing?" |
| `institutional(query_type)` | 13F intelligence | "What is Berkshire buying?" |
| `search(q)` | Semantic search | "Find CEO resignation filings" |
| `service_info()` | Account & service info | "What's my subscription tier?" |

---

## Usage Examples

### Example 1: Get Market Overview
**User prompt:** "What's happening in the market right now?"

**What happens:**
- Server calls `pulse()` tool
- Returns current market movers (gainers, losers, volume leaders)
- Shows recent high-impact SEC 8-K filings with AI-generated summaries
- Lists notable insider transactions from Form 4 filings
- Provides key economic indicators from FRED

### Example 2: Research a Company
**User prompt:** "Tell me about NVIDIA's insider activity and recent filings"

**What happens:**
- Server calls `investigate("NVDA")` tool
- Returns company profile with sector, market cap, and CEO
- Shows price history and technical signals
- Lists recent 8-K material events with impact scores
- Provides Form 4 insider transaction summary and sentiment
- Includes latest financials from 10-K/10-Q filings

### Example 3: Find Investment Opportunities
**User prompt:** "Find tech stocks where insiders are buying"

**What happens:**
- Server calls `screen(focus="insider", sector="Technology")` tool
- Scans market for insider buying clusters in Technology sector
- Returns ranked list of opportunities with transaction details
- Shows insider names, roles, and transaction values
- Provides opportunity scores based on multi-signal analysis

### Example 4: Track Institutional Investors
**User prompt:** "What is Berkshire Hathaway buying?"

**What happens:**
- Server calls `institutional("manager", identifier="Berkshire")` tool
- Uses fuzzy search to find matching institutional manager
- Returns top holdings from latest 13F filing
- Shows recent position changes (new buys, additions, exits)
- Lists high-conviction positions (5%+ of portfolio)

---

## Tool Reference

Understanding **when** to use each tool is key to getting the best results. Here's the mental model:

### `pulse()` — What's happening right now?

**Use when:** User wants a market overview without a specific company in mind.

**Returns:** Market movers, recent high-impact 8-K filings, notable insider trades, key economic indicators.

**No parameters.** Just call it.

```
pulse()
```

**Best for:** Starting a session, getting oriented, "what should I look at today?"

---

### `investigate(subject)` — Deep dive on a specific entity

**Use when:** User names a specific company, insider, or sector they want to research.

**Auto-detects entity type:**
- Stock symbols (`AAPL`, `NVDA`) → Company research
- CIK numbers (`0001067983`) → Insider research
- Sector names (`Technology`) → Sector analysis

**Returns for companies:**
- Profile, price history, material events (8-K filings)
- Insider intelligence (Form 4 summary + recent transactions)
- Financials (income statement, balance sheet, cash flow from 10-K/10-Q)
- Opportunity signals, technical indicators

```
investigate("AAPL")                           # Company
investigate("0001067983")                     # Warren Buffett by CIK
investigate("Technology", entity_type="sector")  # Sector
```

**Best for:** "Tell me about X", "What's going on with X?", research before a decision.

---

### `screen(focus)` — Find opportunities across the market

**Use when:** User wants to discover stocks matching certain criteria, not research a specific one.

**Parameters:**
- `focus`: What signal to screen for
  - `"all"` — Everything (default)
  - `"multi_signal"` — Stocks with multiple confirming signals
  - `"insider"` — Insider buying clusters
  - `"events"` — High-impact 8-K filings
- `sector`: Filter to a sector (e.g., `"Technology"`)
- `min_score`: Minimum opportunity score (0-100)
- `days`: Lookback period (default 7)
- `limit`: Max results (default 25)

```
screen()                                    # Everything
screen(focus="insider", sector="Technology") # Tech insider buying
screen(focus="events", days=14)             # Recent material events
```

**Best for:** "What opportunities are out there?", "Find me stocks where insiders are buying."

---

### `assess(symbol)` — Health check for a position you own

**Use when:** User owns a stock and wants to evaluate whether to hold, add, or sell.

**Returns:**
- Current price action and technical signals
- Recent material events (8-K filings)
- Insider sentiment (are insiders buying or selling?)
- Institutional sentiment (13F accumulation/distribution)
- Financials snapshot
- Risk factors

```
assess("NVDA")
assess("AAPL", days=90)  # Longer lookback
```

**Best for:** Portfolio review, "How's my