17 read-only SEC MCP tools for Claude, Cursor, and any MCP-compatible client — available to approved users.
Once connected, your AI client has direct access to our SEC research stack — no copy-pasting, no switching tabs.
screen_companies with eightk_item_in=["4.01","4.02"], sort_by="distress_echo", limit=10…Real research workflows you can run directly in your AI client once connected.
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.
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.
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.
"Show me active hostile campaigns demanding board seats" or "everything Pershing Square holds >5% of." Event-driven 13D/13G data with LLM-classified intent and tone — the activist lens that quarterly 13F data can't give you.
Every call is read-only, idempotent, and annotated as side-effect-free — well-behaved clients can auto-approve all 17. The same data is available browser-based in the Kaleidoscope Research Tool.
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.
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.
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.
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?"
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.
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.
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.
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.
Semantic search over GlobeNewswire/PRNewswire content tagged to company tickers — 2020 through 2026. Surfaces conceptually relevant articles even when exact keywords don't appear. Complements SEC filing signals with real-time market and news context.
Article-level search with deep structured enrichment: 9-class event taxonomy (M&A, legal action, regulatory, personnel, capital action, and more), materiality score, 3-day & 5-day price-move correlation, story dedup, and promotional-content filtering. Supports catalyst-ranking mode — "which news moved stocks the most." One row per article, not per sentence.
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.
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.
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.
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?"
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.
Substring / case-insensitive search over 13F filer names — "pershing" resolves to Pershing Square, "baupost" to Baupost Group. Solves the "I know the fund but not its SEC CIK" problem; feeds the other 13F and activist tools.
Track activist campaigns and >5% ownership stakes from 13D/13G filings. Event-driven data — filed within ~10 days of crossing 5% (vs. 13F's 45-day quarterly lag) — with the stated "purpose of transaction," accumulation trail (first % → latest %), and LLM-classified intent (board representation, proxy fight, M&A, control acquisition) and tone (hostile / friendly / neutral). Filter by subject ticker, filer, intent, tone, or campaign status.
All 17 tools are immediately available once connected — auto-approvable because every tool is read-only and side-effect-free.
Email us at support@kscope.io to get your email address allowlisted for the Kaleidoscope MCP connector.
In claude.ai, open Settings → Connectors and click Connect on the Kaleidoscope MCP connector. Sign in with your allowlisted email via magic link.
All 17 tools are immediately available. No token to paste — OAuth is handled automatically by the connector.
Email us at support@kscope.io to request access. We'll provision your private endpoint URL and 30-day bearer token.
Paste the config snippet below into your client's MCP server settings using the credentials we send you.
All 17 tools are immediately available. Well-behaved clients will auto-approve calls because every tool is annotated as read-only and side-effect-free.
{
"mcpServers": {
"kscope": {
"type": "http",
"url": "YOUR_ENDPOINT_URL",
"headers": {
"Authorization": "Bearer YOUR_TOKEN_HERE"
}
}
}
}
Bearer tokens are 30-day JWTs scoped to MCP tools. claude.ai connector users do not need a token — OAuth is handled automatically.
Screen for company-specific distress signals, pull comparable financials, and surface rising classifiers — without leaving your AI workflow.
Filter on auditor changes, non-reliance disclosures, and material impairments. Layer in institutional flow to see who's exiting.
Batch screening, classifier discovery, and semantic search across 150M+ filing sentences — all via structured tool calls your code can consume.
Drop our 17 read-only tools into any MCP-compatible agent. No side effects, no rate-limit surprises — auto-approvable by design.
Kaleidoscope MCP is a Model Context Protocol server that gives Claude, Cursor, and any MCP-compatible AI client direct access to 17 read-only SEC research tools — covering company signal profiles, 13F institutional flow, activist 13D/13G data, filing classifiers, semantic search, and news articles from 2020–2026. It's part of the Kaleidoscope AI Intelligence platform.
Email support@kscope.io to request access. We'll provision your private endpoint URL and a 30-day bearer token. Then add a kscope entry to the mcpServers block in claude_desktop_config.json with your endpoint URL and Authorization header. See the contact page to get started. For the full MCP spec, see modelcontextprotocol.io.
Request access at support@kscope.io to get your email allowlisted. Then in claude.ai, open Settings → Connectors, click Connect on the Kaleidoscope MCP connector, and sign in with your allowlisted email via magic link. No bearer token to paste — OAuth is handled automatically by the connector.
The 17 SEC MCP tools cover: company signal profiles and cross-company screening, quarterly fundamentals for ~4,400 public companies (back to ~2009), 529 binary filing classifiers, 150M+ filing sentences with semantic search, GlobeNewswire/PRNewswire news articles from 2020–2026 with event taxonomy and materiality scoring, 13F institutional holdings across 8 quarters, and activist 13D/13G campaign data with LLM-classified intent and tone. Explore the full Kaleidoscope Research Tool for a browser-based view of the same data.
Kaleidoscope MCP works with claude.ai (via connector), Claude Desktop, Claude Code, Cursor, and any client that supports HTTP transport for the Model Context Protocol. Every tool is annotated as read-only and side-effect-free, so well-behaved clients can auto-approve the entire server.
Request access and we'll get you a bearer token. Currently free for approved users — no credit card required.