FolioFact

Measured conclusion: Deep-tested. L2 outcome: tools_ok.

Read-only value-investing fund, holdings, financial, options, and insider research.

Add to your agent

Copy this into your MCP client config:

{
  "mcpServers": {
    "FolioFact": {
      "url": "https://foliofact.com/mcp",
      "transport": "streamable-http"
    }
  }
}

Measured tools (13)

• search read-only

  Bounded cross-domain search: funds by name, stocks by ticker/name, and insider transactions by owner. The same scopes the web search uses. A blank or missing query returns empty buckets, mirroring GET /api/v1/search.

  Parameters:

  • query — string — Search query (fund names, tickers, insider names).

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• get_fund read-only

  One fund's latest filing and its investors.

  Parameters:

  • slug (required) — string — Fund slug (URL identifier).

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• fund_holdings read-only

  A fund's current portfolio positions with quarter-over-quarter change.

  Parameters:

  • slug (required) — string — Fund slug (URL identifier).

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• fund_history read-only

  Quarter-by-quarter filing history and a summary (turnover, concentration, favorites).

  Parameters:

  • slug (required) — string — Fund slug (URL identifier).

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• get_stock read-only

  One company as held by tracked funds: holders, values, and last-quarter moves.

  Parameters:

  • ticker (required) — string — Stock ticker (dots allowed, e.g. BRK.A).

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• get_investor read-only

  One investor's portfolio links (funds they run or back) and featured fund.

  Parameters:

  • slug (required) — string — Investor slug (URL identifier).

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• insider_feed read-only

  Recent Form 4/5 insider transactions across all held stocks, newest first. Filterable by transaction type and owner. Page 2+ requires FolioFact Pro.

  Parameters:

  • q — string — Owner name query.
  • dir — string — Sort direction.
  • page — integer — Page number (deep pages require Pro).
  • sort — string — Sort column.
  • filter — string — Transaction type filter.
  • per_page — integer — Rows per page.

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• fetch_page read-only

  Fetches an allowlisted public page as markdown/text: published blog posts (/blog/:slug), static pages (e.g. /agents, /api-docs, /about), and the agent discovery doc (/llms.txt).

  Parameters:

  • path (required) — string — Public path, e.g. /blog/how-to-read-a-13f-without-overreading-it, /agents, or /llms.txt.

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• stock_earnings read-only

  The latest cited AI Earnings Report for one stock (or a stable period with `period`). Requires FolioFact Pro.

  Parameters:

  • ticker (required) — string — Stock ticker (dots allowed).
  • period — string — Optional stable report slug, for example 2026-03-31-quarter.
  • include_full — boolean — Request full Pro analysis (always returned to Pro callers).

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• stock_financials read-only

  Financial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro.

  Parameters:

  • ticker (required) — string — Stock ticker (dots allowed).

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• stock_insiders read-only

  Recent Form 4/5 insider transactions for one company. Requires FolioFact Pro.

  Parameters:

  • ticker (required) — string — Stock ticker (dots allowed).

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• stock_options read-only

  Daily 30-day implied volatility history for one company. Requires FolioFact Pro.

  Parameters:

  • ticker (required) — string — Stock ticker (dots allowed).

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• compare_stocks read-only

  Aligned multi-stock comparison: valuation, latest financial point, fund conviction, and insider activity. Requires FolioFact Pro.

  Parameters:

  • tickers (required) — string — Comma-separated tickers (2–6, dots allowed).
  • insider_window — string — Insider activity window.

  Hints: read-only yes · destructive no · idempotent yes · open-world no

Publisher website

Measured by MCPYP probing. Untested fields are omitted, never estimated. Listing is always free; MCPYP never proxies calls or stores user tokens.