# io.github.findimitrov/fintel-discovery

Delivers public regulatory and market data from 11 key sources such as FINRA, SEC, Census, FRED

- **Type:** MCP server
- **Trust:** 60/100 (B), scored on the content rubric
- **Verification:** community-indexed — nobody has claimed this listing
- **Version:** 1.0.2
- **Author:** io.github.findimitrov
- **License:** Unknown
- **Endpoints:** streamable-http https://ai.fin-discovery.com/mcp
- **Source:** https://ai.fin-discovery.com/mcp
- **Endpoint health:** reachable (last checked 2026-09-26T13:02:23.247Z, 6 samples) — uptime is not a security property and is not part of the trust score
- **Compatible clients:** claude-code, cursor, copilot, chatgpt, gemini (basis: transport)

## Trust

60/100 (B), scored on the content rubric
- Publisher verified: no
- Install scripts: nothing suspicious found
- Prompt-injection scan: clean
- Obfuscation scan: clean
- Evidence age: 33 days

## Security scan

- **Status:** clean
- **Scanned:** 2026-09-01T16:55:45.566Z
- **Version scanned:** live
- **CVEs:** no coverage — this entry has no package coordinates to query OSV against, so "no known CVEs" is NOT asserted for it.
**Findings**
- injection-shaped content (note) in the `GetEdgarCompanyFilings` tool: Links to undeclared domain: sec.gov

## Tools

32 declared. Observed from a live `tools/list` probe.
- `SearchBrokerCheck` — Search FINRA BrokerCheck for registered individual brokers and financial representatives by name. Returns CRD number, current firm, registration status, and whe
- `SearchBrokerCheckFirm` — Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm CRD, registration status, city, state, and disclosure flag. Use this tool when: - You nee
- `GetBrokerCheckDetail` — Retrieve the full FINRA BrokerCheck profile for one individual using their CRD number. Returns complete employment history, exam qualifications, licenses held, 
- `SearchIAPDFirm` — Search the SEC Investment Adviser Public Disclosure (IAPD) database for registered investment advisor (RIA) firms by name. Returns firm CRD, registration status
- `GetIAPDFirmDetail` — Retrieve the full Form ADV filing detail for one RIA firm by its CRD number. Returns all Form ADV Part 1 fields: client types, advisory activities, fee arrangem
- `SearchEdgar13F` — Search SEC EDGAR for 13F-HR institutional holdings filings by institution name. Returns filing date, entity name, period of report, and accession number. Any in
- `GetEdgarCompanyFilings` — Retrieve all SEC filings for a company or institution using its CIK (Central Index Key). Returns every filing on record: form type, date, accession number, and 
- `GetTerritoryWealthProfile` — Retrieve US Census American Community Survey (ACS) income and wealth proxy data for a ZIP code or state. Returns median household income, median home value, tot
- `GetTickerInfo` — Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto, or index. Returns name, sector, industry, market cap, P/E ratio, 52-week range, beta
- `GetPriceHistory` — Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker. Returns daily, weekly, monthly, or intraday bars over any period. Use this tool when:
- `GetMultiTickerHistory` — Fetch OHLCV price history for multiple tickers in a single call. Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc. Use this tool when
- `GetOptionsExpirations` — List all available options expiry dates for a ticker. Use this before calling GetOptionsChain to find a valid expiry date. Use this tool when: - You want to kno
- `GetOptionsChain` — Fetch the full options chain (calls and puts) for one expiry date. Returns strike price, bid, ask, last price, implied volatility, open interest, and volume for
- `GetFinancials` — Fetch income statement, cash flow statement, or balance sheet for a stock. Returns up to 4 years of annual data or 4 quarters of quarterly data, transposed so e
- `GetEarningsHistory` — Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming earnings dates with consensus estimates. Also returns forward EPS estimates by quarter 
- `GetAnalystRatings` — Fetch analyst buy/sell/hold consensus ratings, current price targets (low, high, mean, median), and the full history of analyst upgrades and downgrades with fir
- `GetHolders` — Fetch ownership data for a stock: top institutional holders, mutual fund holders, and recent insider transactions (buys/sells by executives). Use this tool when
- `GetDividendsAndSplits` — Fetch the full history of cash dividends, stock splits, and combined corporate actions for a ticker. Returns date, amount/ratio for each event. Use this tool wh
- `GetFundProfile` — Fetch ETF or mutual fund specific data: top holdings with weight %, sector allocations, expense ratio, bond credit quality ratings, and equity style characteris
- `LookupTicker` — Search for a Yahoo Finance ticker symbol by company name, fund name, or keyword. Returns matching symbols with exchange and asset type. Use this when you have a
- `SearchFundsByCategory` — Search SEC EDGAR for mutual fund and ETF filers by investment category or keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus filings. Returns
- `GetFundFees` — Retrieve expense ratios and fee breakdown for a mutual fund or ETF using its SEC CIK. Reads structured XBRL data filed with prospectuses using the SEC Risk/Retu
- `Get13FHoldings` — Fetch and parse the complete equity holdings table from a specific SEC 13F-HR filing. Any institution managing more than $100M in US equities must file quarterl
- `SearchIAPDIndividual` — Search SEC IAPD (Investment Adviser Public Disclosure) for individual investment advisor representatives (IARs) by name. Returns CRD number, current employer, r
- `GetIAPDIndividualDetail` — Retrieve the full SEC IAPD profile for one individual investment advisor representative using their CRD number. Returns complete registration history, exam qual
- `SearchFredSeries` — Search the Federal Reserve Bank of St. Louis FRED database for economic data series by keyword. Returns series ID, title, frequency, units, seasonal adjustment,
- `GetFredSeriesData` — Fetch time-series observation data from FRED for a specific economic series. Returns date + value pairs with series metadata (title, units, frequency). Use Sear
- `MapInstrumentIds` — Map financial instrument identifiers between different ID systems using Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs, CUSIPs, and FIGIs 
- `SearchFigiInstruments` — Search Bloomberg OpenFIGI for financial instruments by name or keyword. Returns FIGI, ticker, exchange, security type, and composite FIGI for each matching inst
- `SearchLEI` — Search the Global Legal Entity Identifier Foundation (GLEIF) database for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-character LEI code, leg
- `GetLEIDetail` — Retrieve the full GLEIF LEI record for one legal entity using its 20-character LEI code. Returns legal name, registration status, legal address, headquarters ad
- `GetAdvisorBenchmarks` — Return Kitces Research advisor practice benchmark data for independent and RIA-affiliated financial advisors. Covers median and top-quartile metrics across five

## Install

**Verdict: review** — Installable, but 2 things to check first: No CVE coverage: this entry has no npm/PyPI coordinates to query OSV against, so "no known vulnerabilities" is not a claim that can be made about it.
**Cautions** (coverage gaps and advisories — never blocking)
- No CVE coverage: this entry has no npm/PyPI coordinates to query OSV against, so "no known vulnerabilities" is not a claim that can be made about it.
- No publisher has proved control of this listing; it is indexed, not vouched for.
**Config** (claude-code):
```json
"{\n  \"mcpServers\": {\n    \"fintel-discovery\": {\n      \"type\": \"http\",\n      \"url\": \"https://ai.fin-discovery.com/mcp\"\n    }\n  }\n}"
```

## Blast radius

Contained to moderate — no credential declaration found, from the publisher, the upstream registry, or the README. Known so far: runs on someone else's infrastructure; read-only tool surface.
- Floor 9, ceiling 27 (tier: unknown)
- `unknown` means the floor and ceiling land in different bands — not measured enough to name one. It does not mean low.
- This is impact, not likelihood. A high radius is not a defect: a filesystem server is supposed to write files. It is never part of the trust score.

## Machine-readable views of this entry

- Signed JSON: https://forgeregistry.com/api/v1/packages/io.github.findimitrov%2Ffintel-discovery
- Install plan: https://forgeregistry.com/api/v1/packages/io.github.findimitrov%2Ffintel-discovery/install-plan
- Alternatives: https://forgeregistry.com/api/v1/alternatives/io.github.findimitrov%2Ffintel-discovery
- HTML page: https://forgeregistry.com/registry/io.github.findimitrov%2Ffintel-discovery
- MCP: POST https://forgeregistry.com/api/mcp → `forge_get_package` / `forge_install_plan`

## About this document

Generated by Forge (https://forgeregistry.com) — a compact rendering of the same record served, signed, at the JSON URL above. Trust and scan facts are the registry's own measurements; anything Forge did not measure is named as unmeasured rather than omitted.