Connect InsiderAlpha to your AI
Pick your assistant, copy the server URL and sign in.
1. Choose your assistant
2. Add the server and sign in
https://mcp.insideralpha.ai/mcpChoose Streamable HTTP and OAuth sign-in if asked. Use this full URL, including /mcp. The 7-day InsiderAlpha demo is enough to connect. Start 7-day demo · Manage AI access
3. Try your first question
Use InsiderAlpha to show recent insider purchases for AAPL and include the SEC filing sources.The assistant should use InsiderAlpha tools and return filing sources. If it does not, check that InsiderAlpha is enabled in that conversation.
The 7-day demo connects and gets every read-only research tool. It reads the daily trading plan on the same delay as on the site; paid plans read each plan before the open, and keep the connection going after the demo ends. Portfolio access and real trading each need a separate permission. You can review or disconnect assistants in AI access settings.
Research tools
15Read-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, past-purchase figures where available. |
get_daily_trading_plan | The daily trading plan: ranked purchases with Alpha Scores and entry and stop levels, or sell signals. |
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_congress_trades | Stock trades disclosed by members of the House, with value ranges (Elite plan). |
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.
- Show the latest daily trading plan I can read, and what drove the top Alpha Scores.
- Which companies filed an 8-K after 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 | Gives access to | How you get it |
|---|---|---|
mcp:read | All 14 research and market tools. | Granted on every connection, in the demo too. |
mcp:portfolio | Your holdings, P&L and trade journal. | Opt in when you connect. |
mcp:trade | The 5 trading tools. Real money. | Not part of the demo, and not sold online: it needs a broker account connected to InsiderAlpha, which we arrange with you directly. After that it is two more 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. |
Your client lists the 5 trading tools only on a connection that was granted the trading scope. Every other connection sees the research tools alone. The scope is also checked on every call, so a trading tool called by name without it is refused.
Limits
| Limit | Value |
|---|---|
| Requests per minute, per user | 60 |
| Market data, charts and daily trading plans, per minute | 10 |
| Calls per month, per user | 5,000, the same on every plan |
| OAuth sign-in validity before silent renewal | 1 hour, renewing for up to 30 days |
The rate limits and the monthly quota are there to protect the server. They apply per user and are the same on every plan, so paying does not raise them.
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.