Connect InsiderAlpha to your AI (hosted MCP server)
InsiderAlpha runs a hosted Model Context Protocol (MCP) server at https://mcp.insideralpha.ai/mcp so AI assistants, including Claude, ChatGPT, Codex, Cursor, VS Code and Cowork, can query SEC insider-trading data, alpha-scored daily trading plans, 8-K catalysts, live market data and, if you opt in, your own portfolio.
Setup: add the URL above as a remote MCP server or connector in your client and sign in with your InsiderAlpha account (OAuth), or mint a Personal Access Token for command-line clients. Every client does this slightly differently, so pick yours below. Sign up free to get started.
Setup by client
5What each client stores the configuration in, and how it authenticates.
| Client | Configured in | Sign-in |
|---|---|---|
| Claude setup | Settings UI, no config file | OAuth sign-in |
| ChatGPT setup | Settings UI, no config file | OAuth sign-in |
| Cursor setup | ~/.cursor/mcp.json or .cursor/mcp.json | OAuth, or Bearer token header |
| VS Code setup | .vscode/mcp.json or the user profile config | OAuth, or Bearer token header |
| Codex setup | ~/.codex/config.toml or .codex/config.toml | codex mcp login, or Bearer token from an env var |
Research tools
14Read-only. Available to every connected client.
| Tool | What it does |
|---|---|
search_filings | Recent SEC Form 4 insider trades (filter by ticker, type, size, window). |
get_filing | Full detail for one filing: transactions + footnotes. |
search_companies | Find companies by name or ticker. |
get_company_profile | Sector, industry, market cap, description. |
get_company_chart | OHLCV price candles over a range. |
search_insiders | Insiders by name or company, with notability. |
get_insider_profile | Bio, roles, net-worth estimate, historical performance. |
get_daily_trading_plan | Alpha-scored daily buy/sell plan with entry/exit levels. |
get_unfiltered_purchases | Raw insider purchases grouped by ticker (no scoring). |
get_8k_catalysts | 8-K catalysts and their correlation to insider buys. |
get_market_overview | Indices, VIX, breadth, regime. |
get_ipo_calendar | Upcoming and recent IPOs (S-1 / EFFECT / 424B). |
get_market_calendar | Market open/close, holidays, early closes. |
get_my_portfolio | Your own holdings, P&L and trade journal (mcp:portfolio scope). |
Trading tools
5Real orders on your own broker account. Off unless you turn them on.
| Tool | What it does |
|---|---|
preview_trade | Resolve the instrument and check fees and buying power. No money moves. |
place_trade | Place a real order on your own connected broker account. |
get_my_orders | Live status and fills for your real orders (read-only). |
cancel_trade | Cancel a real order you placed. |
sell_position | Sell a real position you hold. |
What you can ask once connected
- Which insiders bought their own stock this week, and how large were the buys?
- Show the Form 4 history and profile for a specific executive.
- What is today's alpha-scored trading plan, with entry and exit levels?
- Which 8-K events correlate with recent insider purchases?
- Summarize insider sentiment for a ticker over the last quarter.
Scopes
Research access is the default. Everything that touches your money is a separate decision.
| Scope | Unlocks | How you get it |
|---|---|---|
mcp:read | All 13 research and market tools. | Granted on every connection. |
mcp:portfolio | Your holdings, P&L and trade journal. | Opt in when you connect. |
mcp:trade | The 5 trading tools. Real money. | Two separate steps: turn on AI trading under MCP and AI Access, then confirm on the consent screen shown while connecting. If the account setting is off, the scope is dropped and the rest of the connection still works. |
All 19 tools are advertised to every client whatever scopes you granted, and the scope is checked when a tool is called rather than when the list is built. So a trading tool appearing in your client is not evidence that it can trade. If you did not grant the scope, the call is refused.
Limits
| Limit | Value |
|---|---|
| Requests per minute, per user | 60 |
| Market data, charts and trading plans, per minute | 10 |
| Calls per month, free tier | 5,000 |
| OAuth sign-in validity before silent renewal | 1 hour, renewing for up to 30 days |
Access and privacy
Research tools read public SEC data. Portfolio and trading access are separate opt-ins, and any token or connector can be revoked at any time from your settings. Revoking a Personal Access Token takes effect within about a minute; disconnecting an OAuth session stops it renewing, and the session it already holds expires within the hour.
InsiderAlpha returns SEC filing data and research output. It is informational and is not investment advice, and nothing it returns is a recommendation to buy or sell any security. You are responsible for every order placed from your own account.