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FinancialMCP serverFirst audited Nov 13, 2026

CapitalSnitch

SEC insider trades, Congress trades, 13F funds, earnings and 8-K filings for AI, with SEC links.The vendor's description, from its MCP Registry listing.

Passed public checksAudited Nov 13, 2026

Every public check ran and passed. Public audit: we connect as an AI client would, list the tools and check what they say. We do not run them. How we audit

Does it work?
YesConnected in 325 ms.
Sign-up?
None neededIt answered without any account or key.
Can it change things?
YesSome tools say they can change things. Your AI client should ask you first.
Endpointhttps://capitalsnitch.com/mcp

Website Streamable HTTP · protocol 2025-11-25 · server version 0.3.0

What we checked, the evidence, and the tools it offers.

What we checked

Security

  • Passed: Connections are encrypted (HTTPS).

  • Passed: No hidden instructions found in tool text.

Safety labels

  • Note: 6 tools are labelled as able to change things.

    Expected for tools that send, write or buy. Your AI client should ask before calling them.

    • manage_watchlist
    • set_alert_preferences
    • get_account_link
    • start_signup
    • confirm_signup
    • buy_plan
  • Passed: Every tool says whether it only reads or can change things.

Tools

  • Note: Some tool text is long, so it uses more of the AI's working memory.

    • server instructions (7,243 characters)
  • Passed: 27 tools listed.

  • Passed: Every tool describes its inputs with a valid schema.

Protocol

  • Passed: The MCP handshake works (Streamable HTTP).

  • Passed: Protocol version 2025-11-25 (latest).

  • Passed: Unknown requests are refused.

Connection

  • Passed: The server responds.

Tools (27)

As the server describes them. The labels are the server's own: it says whether each tool only reads or can change things.

  • get_insider_activityList and summarize insider trades (SEC Form 4) for one company: who bought or sold, when, how much, their role (CEO, CFO, Director, 10% owner…), and a link to each filing. Use for questions like 'are…Read-only
  • find_insider_buyingScan ALL U.S. companies for insider open-market PURCHASES — the strongest insider signal. Ranks companies by total value bought, number of distinct insiders buying ('cluster buying'), or recency. Use…Read-only
  • get_insider_signalScore current insider behavior for one company (0–100, 50 = neutral) and EXPLAIN it: open-market buying vs selling, how unusual it is versus the company's own 5-year history, cluster buying, and C-su…Read-only
  • get_insider_personFind an insider (executive, director, or large holder) by name and list their open-market trades across all companies, with totals. Use for 'what has Warren Buffett bought recently?' or 'Jensen Huang…Read-only
  • search_companiesLook up tickers and official company names (with SEC CIK) from recent insider filings. Use when the user names a company but not its ticker, or a ticker returns no results.Read-only
  • get_data_statusReport what data CapitalSnitch covers, how fresh it is, update schedule, sources, and known limitations. Use when asked 'how current is this?', 'what data do you have?', or before making time-sensiti…Read-only
  • get_market_contextCurrent U.S. market backdrop in one call: market regime (calm uptrend / uptrend under stress / downtrend / panic / recovery, from the S&P 500 trend and VIX), VIX level and percentile, Fed funds rate,…Read-only
  • get_company_contextEverything that matters about one company in one call: the explained insider signal (score, cluster and C-suite buying, unusual vs history) PLUS the next earnings date and countdown (and last earning…Read-only
  • get_financialsA company's fundamentals from its SEC filings (10-Q/10-K): market cap, P/E, price/sales, dividend yield, 12-month revenue and net income with year-over-year growth (growing / flat / declining, accele…Read-only
  • get_dilution_historyEvery stock offering, at-the-market (ATM) program, convertible note (including private Rule 144A deals announced only in an 8-K), notes exchanged for shares, unregistered share sale and shelf registr…Read-only
  • find_insider_clustersFind every company where several different insiders made OPEN-MARKET purchases (option exercises, awards and sales excluded), list each buyer's name, title and amount, and FLAG BATCHES: many buyers f…Read-only
  • find_emerging_insider_buyingSpot insider buying EARLY: companies where fewer than 5 different insiders bought in the window but the pace is rising (more buyers or more dollars recently than earlier), versus 'crowded' companies…Read-only
  • get_institutional_ownershipWho owns a stock, from SEC Form 13F filings by investment managers (hedge funds, mutual funds, banks, pensions with $100M+): number of institutional holders, share of the company they hold, top holde…Read-only
  • get_fund_holdingsA fund's latest SEC Form 13F portfolio: total value, number of positions, top holdings with % of portfolio, and what changed vs the quarter before: new positions, positions sold out, biggest adds and…Read-only
  • get_congress_tradesStock trades reported by members of the U.S. House and Senate (STOCK Act Periodic Transaction Reports): member, party, state, chamber, stock, purchase or sale, amount range, trade date, filing date,…Read-only
  • get_earnings_calendarCompanies reporting earnings soon, with the date, time (before open / after close) and countdown, joined with recent insider activity. With only_with_insider_buying=true it answers 'which companies r…Read-only
  • get_daily_briefReady-made daily briefing: market backdrop and next Fed meeting odds, insiders who bought ahead of upcoming earnings, the biggest insider purchases this week, CEO/CFO purchases, and cluster buying. U…Read-only
  • manage_watchlistThe user's CapitalSnitch watchlist (Edge plan, up to 25 tickers). Watchlist companies get INSTANT EMAIL ALERTS (insider buys, big insider sales, new stock offerings; ~30 minutes after the SEC filing)…Can change things
  • set_alert_preferencesTurn the user's CapitalSnitch email alerts on or off (Edge plan): instant watchlist alerts, market-wide 'big insider moves' alerts, and the daily briefing email. Omit a setting to leave it unchanged;…Can change things
  • get_my_alertsThe alert and daily-briefing emails CapitalSnitch sent the user recently, newest first (Edge plan). Use for 'what alerts did I get today?', 'did anything trigger on my watchlist?'. Never counts towar…Read-only
  • about_capitalsnitchFacts about CapitalSnitch itself: what it is (a live commercial service, not a demo), every plan with price, daily limit and features, which data each plan includes, payment methods, how to sign up (…Read-only
  • get_my_accountThe user's own CapitalSnitch account: plan (Free / Scout / Analyst / Edge), whether it is active, renewing, cancelled or expired, the date it renews or ends and days left, payment method type, questi…Read-only
  • get_account_linkCreate a private, single-use link that signs the user straight into the right CapitalSnitch page — checkout (card or crypto) to upgrade or renew, or their account page to cancel, change email setting…Can change things
  • start_signupCreate a CapitalSnitch account — or sign back in and get a new connection address — entirely from the chat, no website needed. Step 1 of 2: emails the user a 6-digit code. Then ask the user for the c…Can change things
  • confirm_signupStep 2 of 2: checks the emailed code, creates the account (or signs in), and returns the user's personal connection address plus — for a paid plan — the payment step (a secure card link, or exact cry…Can change things
  • buy_planUpgrade, renew or switch the signed-in user's plan without the website. Card: returns a secure Square payment link (or, for an active card subscriber, switches the plan right away). Crypto: returns t…Can change things
  • check_paymentHas the payment arrived and is the plan active? For crypto, pass order_id: shows waiting / seen on the network / confirmed. For card, omit it: shows the account's current plan. Free to call.Read-only

Audit history

  1. Nov 13Passed

What we sent

Every request in this audit, with the answer and how long it took. We never send credentials and never call a tool.

RequestAnswerTime
initializeHTTP 200325 ms
initializedHTTP 20289 ms
tools/listHTTP 200281 ms
resources/listHTTP 20093 ms
prompts/listHTTP 200258 ms
unknown-methodHTTP 20086 ms

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