The HoldingsIntel MCP server,
connected in one click.
Smart Money Verdict per stock & fund from SEC 13F, insider, activist & congressional filings. Connect the official HoldingsIntel 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 HoldingsIntel
Real prompts you can type the moment it's connected — no setup, no docs to read.
“Use “analyze_stock”: Returns the Smart Money Verdict for a single stock: a synthesized signal from 13F institutional positioning, Form 4 insider trades, 13D/13G.”
“Use “analyze_fund”: Returns a filing-bound hedge-fund profile with current rating, DNA, and tracked-holdings in-profit enrichment when available. WHEN TO USE:.”
“Use “find_signals”: Screens for stocks or fund moves matching a signal type. Use this when the user wants a list, not a single stock. WHEN TO USE: User asks fo.”
“Use “compare_funds”: Side-by-side comparison of 2-3 hedge funds on one real common 13F quarter: holding overlap (Jaccard similarity), DNA similarity, ratings, wi.”
How secure is the HoldingsIntel MCP server?
Every server in the gate directory has to pass the same four checks before your AI can touch it. Here's how HoldingsIntel holds up.
Official endpoint
Operated by HoldingsIntel (holdingsintel.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 HoldingsIntel 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 HoldingsIntel
Choose HoldingsIntel in the gate directory. No sign-in needed.
Use it anywhere
HoldingsIntel'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 HoldingsIntel exposes
Fetched live from the official endpoint and re-checked daily by gate — not marketing copy.
analyze_stock — Returns the Smart Money Verdict for a single stock: a synthesized signal from 13F institutional positioning, Form 4 insider trades, 13D/13G
analyze_fund — Returns a filing-bound hedge-fund profile with current rating, DNA, and tracked-holdings in-profit enrichment when available. WHEN TO USE:
find_signals — Screens for stocks or fund moves matching a signal type. Use this when the user wants a list, not a single stock. WHEN TO USE: User asks fo
compare_funds — Side-by-side comparison of 2-3 hedge funds on one real common 13F quarter: holding overlap (Jaccard similarity), DNA similarity, ratings, wi
clone_fund — Backtests a disclosed hedge-fund cloning strategy across completed 13F disclosure intervals without look-ahead. WHEN TO USE: User wants to
search_filers — Searches funds by name and returns canonical CIKs for discovery or disambiguation. WHEN TO USE: The user asks to find funds, a partial name
search_securities — Searches stocks by ticker or company name and returns canonical security identities. WHEN TO USE: The user asks to find stocks, a company n
list_quarters — Returns every processed 13F quarter with reported and prior-quarter filer counts, a default_ready selection heuristic, and whether the curre
+ 16 more tools once connected
The HoldingsIntel MCP server at a glance
https://mcp.holdingsintel.com/sseQuestions, answered
Is there an official HoldingsIntel MCP server?
Yes — HoldingsIntel operates its own remote MCP server at mcp.holdingsintel.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 HoldingsIntel to Claude or ChatGPT?
Add gate's gateway URL to your AI client once, then pick HoldingsIntel in the directory. No account or sign-in is needed. From then on, HoldingsIntel's tools are available in every client you've connected to gate.
Do I need to host anything?
No. HoldingsIntel runs the server, and gate is fully managed. You just connect one URL — there's nothing to install, deploy, or maintain.
Is the HoldingsIntel 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 HoldingsIntel in minutes. No credit card required.
Connect more than just HoldingsIntel
Every server below works through the same gateway URL — connect once, add tools anytime.
Squarespace DomainsDesignView →Set up HoldingsIntel in: Claude · Claude Code · ChatGPT · Cursor · VS Code