The FolioFact MCP server,
connected in one click.
Read-only value-investing fund, holdings, financial, options, and insider research. Connect the official FolioFact MCP server to Claude, ChatGPT, or Cursor through gate — one gateway URL, no config files, security-checked.
Free to start · No credit card · No hosting needed
What your AI can do with FolioFact
Real prompts you can type the moment it's connected — no setup, no docs to read.
“Use “search”: Bounded cross-domain search: funds by name, stocks by ticker/name, and insider transactions by owner. The same scopes the web search uses. A.”
“Use “get_fund”: One fund's latest filing and its investors.”
“Use “fund_holdings”: A fund's current portfolio positions with quarter-over-quarter change.”
“Use “fund_history”: Quarter-by-quarter filing history and a summary (turnover, concentration, favorites).”
How secure is the FolioFact MCP server?
Every server in the gate directory has to pass the same four checks before your AI can touch it. Here's how FolioFact holds up.
Official endpoint
Operated by FolioFact (foliofact.com) at its documented MCP endpoint — not a third-party mirror or community re-host.
No sign-in needed
This server only exposes public data — no account and no credentials are involved when you connect.
Scanned before it goes live
gate checks every tool for prompt injection, hidden instructions, data-exfiltration hints, and over-broad permissions before the server is available through your gateway.
Watched for drift
If FolioFact adds or changes tools later, gate re-scans and alerts you — before your AI acts on the change.
Connected in three steps
Connect your gate
Add one gateway URL to Claude, ChatGPT, or any MCP client. One-time setup, about two minutes.
Pick FolioFact
Choose FolioFact in the gate directory. No sign-in needed.
Use it anywhere
FolioFact's tools are live in every AI client you've connected — with rules and logging built in.
Free to start · No credit card · No hosting needed
The actual tools FolioFact exposes
Fetched live from the official endpoint and re-checked daily by gate — not marketing copy.
search — Bounded cross-domain search: funds by name, stocks by ticker/name, and insider transactions by owner. The same scopes the web search uses. A
get_fund — One fund's latest filing and its investors.
fund_holdings — A fund's current portfolio positions with quarter-over-quarter change.
fund_history — Quarter-by-quarter filing history and a summary (turnover, concentration, favorites).
get_stock — One company as held by tracked funds: holders, values, and last-quarter moves.
get_investor — One investor's portfolio links (funds they run or back) and featured fund.
insider_feed — Recent Form 4/5 insider transactions across all held stocks, newest first. Filterable by transaction type and owner. Page 2+ requires FolioF
fetch_page — Fetches an allowlisted public page as markdown/text: published blog posts (/blog/:slug), static pages (e.g. /agents, /api-docs, /about), and
+ 5 more tools once connected
The FolioFact MCP server at a glance
https://foliofact.com/mcpQuestions, answered
Is there an official FolioFact MCP server?
Yes — FolioFact operates its own remote MCP server at foliofact.com. gate connects you to that official endpoint and adds security scanning, per-tool access rules, and an activity log on top.
How do I connect FolioFact to Claude or ChatGPT?
Add gate's gateway URL to your AI client once, then pick FolioFact in the directory. No account or sign-in is needed. From then on, FolioFact's tools are available in every client you've connected to gate.
Do I need to host anything?
No. FolioFact runs the server, and gate is fully managed. You just connect one URL — there's nothing to install, deploy, or maintain.
Is the FolioFact MCP server safe to connect?
It's the vendor's official endpoint, and gate scans its tools for prompt injection and hidden instructions before it goes live, re-checks it whenever it changes, and lets you allow, block, or require approval for every single tool.
Is it free?
Yes — you can get started with gate for free and connect FolioFact in minutes. No credit card required.
Connect more than just FolioFact
Every server below works through the same gateway URL — connect once, add tools anytime.
Squarespace DomainsDesignView →Set up FolioFact in: Claude · Claude Code · ChatGPT · Cursor · VS Code