Model Context Protocol

SEC Intelligence as MCP Tools

15 read-only research tools for Claude, Cursor, and any MCP-compatible client — available to approved users.

Ask Claude, Get Kaleidoscope

Once connected, your AI client has direct access to our SEC research stack — no copy-pasting, no switching tabs.

Connected · Kaleidoscope MCP · 15 tools available · OAuth 2.1 · MCP
You: Which companies filed auditor-change or non-reliance 8-Ks in the last 90 days? Show me the top 10 by distress signals.
Claude: Calling screen_companies with eightk_item_in=["4.01","4.02"], sort_by="distress_echo", limit=10

LRHC  distress_echo 0.91  8-K 4.02 (non-reliance) · filed 14d ago
DRVN  distress_echo 0.87  8-K 4.01 (auditor change) · filed 22d ago
BZFD  distress_echo 0.83  8-K 4.02 (non-reliance) · filed 31d ago
… 7 more results

What You Can Do With It

Real research workflows you can run directly in your AI client once connected.

01

Early-Warning Distress Detection

Screen across thousands of public companies for auditor changes, non-reliance disclosures, and material impairments. Filter by SIC code, echo composite, and 8-K item codes to surface real distress candidates — not just large-cap volatility.

screen_companies get_company_profile get_fundamentals
02

Filing + News Triangulation

Find the specific sentences in SEC filings that triggered a signal, then cross-reference with news and press releases to validate your thesis. Semantic search surfaces conceptually similar language even when keywords don't match.

semantic_search get_sentences search_news_articles
03

Institutional Flow Screening

Find tickers where three or more notable funds opened new positions this quarter, or where sustained accumulation just got a cluster entry on top. Cross-reference with company signals to find fundamental + flow alignment.

thirteenf_screen thirteenf_holders thirteenf_who_holds

All 15 Research Tools

Every call is read-only, idempotent, and annotated as side-effect-free — well-behaved clients can auto-approve all 15.

Company Signals
Company Signal Profile
get_company_profile

Get the complete signal profile for a company: echo composite, distress/positive echo, profile mutation, 8-K activity, insider activity, credit signals, price data, and latest quarter fundamentals. Start here for any single-company question.

Screen Companies by Signals
screen_companies

Cross-company screener. Filter on echo composite, distress echo, profile mutation, entropy surprise, SIC range, form type, specific classifier, 8-K item codes, insider buying, and credit widening. The most powerful tool for generating ideas.

Compare Companies
compare_companies

Side-by-side signal comparison of 2–5 companies. Returns filing aggregates, top rising classifiers, category signals, price, insider data, and computed key differences. Great for peer analysis.

Sector Snapshot
get_sector_snapshot

Macro-level overview for a SIC code range: average echo, mutation, distress, turnaround/crisis signals, category breakdowns, and outlier companies. Use for sector-wide questions like "what's happening in biotech?"

Fundamentals & Filings
Quarterly Financials
get_fundamentals

Financial fundamentals from SEC XBRL data — quarterly values with year-over-year growth rates and margins. Covers ~4,400 public companies, data back to ~2009. Includes COGS, capex, leases, interest, and sector-specific fields.

Find Filing Theme
search_classifiers

Search across 529 binary classifiers — FDA approvals, drill results, demand signals, risk indicators, and more — by keyword. Use this first to discover the classifier name before screening or retrieving sentences.

Filing Sentences by Theme
get_sentences

Retrieve the exact sentences from SEC filings that triggered a classifier. Pass a classifier name plus a ticker or accession number. Returns sentences ranked by score across 2022–2026 filings.

Semantic Filing Search
semantic_search

Find SEC filing sentences semantically similar to a natural-language query. Embeds your query and finds the most similar sentences across all filings — even when exact keywords don't appear.

News & Press Releases
News & Press Release Search
search_news

Find news articles and press releases semantically similar to a query. Searches GlobeNewswire/PRNewswire content tagged to company tickers. Complements SEC filing signals with market/news context.

News Article Search
search_news_articles

Article-level search with structured enrichment: event type (9-class taxonomy), materiality score, 3-day/5-day price-move correlation, story dedup, and promotional-content filtering. One row per article, not per sentence.

13F Institutional Flow
13F Top Holders of a Ticker
thirteenf_holders

Top institutional holders of a ticker from 13F filings. Returns holder count, total institutional value, QoQ actions (add/trim/new/exit), manager classification, and v3 signals: cluster entry, quiet accumulation, sustained accumulation.

13F Manager Portfolio
thirteenf_portfolio

Full portfolio snapshot for a 13F manager — top positions, QoQ flows, turnover, concentration (HHI), and up to 8 quarters of history. Lookup by CIK (preferred) or exact filer name.

13F Who Holds This Ticker
thirteenf_who_holds

Reverse 13F lookup — find all institutional managers holding a given ticker in their top positions. Filter by notable managers, manager type (hedge fund, pension, activist), style (quant, value, event-driven), or AUM tier.

13F Portfolio Overlap
thirteenf_overlap

Compute portfolio overlap between two 13F managers from their top-50 positions. Returns shared CUSIPs with position details and overlap statistics for each side. Useful for "do BRK and Citadel agree on anything?"

13F Institutional Flow Screener
thirteenf_screen

Cross-company screener for institutional flow signals: cluster entries (≥3 notable funds), cluster exits, quiet accumulation, consecutive accumulation quarters, and more. The cross-cutting view that single-company tools can't provide.

Connect in Three Steps

Authentication uses a 30-day bearer token. Sign in once, paste the token into your client config, and you're live.

1

Sign In & Get a Token

Sign in at kscope.io/signin using your allowlisted email (passwordless magic link). You'll receive a 30-day JWT bearer token scoped to the MCP tools.

2

Add to Your MCP Client

Once approved, you'll receive your private endpoint URL and bearer token. Paste the config snippet below into your client's MCP server settings and you're live.

3

Ask Away

All 15 tools are immediately available. Well-behaved clients (Claude Desktop, Claude Code) will auto-approve calls because every tool is annotated as read-only and side-effect-free.

Claude Desktop — mcpServers config (claude_desktop_config.json)
{
  "mcpServers": {
    "kscope": {
      "type": "http",
      "url": "YOUR_ENDPOINT_URL",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN_HERE"
      }
    }
  }
}

Built for Research Practitioners

Equity Analysts

Screen for company-specific distress signals, pull comparable financials, and surface rising classifiers — without leaving your AI workflow.

Credit & Distressed Debt

Filter on auditor changes, non-reliance disclosures, and material impairments. Layer in institutional flow to see who's exiting.

Quantitative Researchers

Batch screening, classifier discovery, and semantic search across 150M+ filing sentences — all via structured tool calls your code can consume.

AI Agent Builders

Drop our 15 read-only tools into any MCP-compatible agent. No side effects, no rate-limit surprises — auto-approvable by design.

Ready to Connect?

Request access and we'll get you a bearer token. Currently free for approved users — no credit card required.

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