AlphaSMO MCP server
✓ VerifiedLets an AI client query SEC 13F institutional holdings, insider trading data, and smart money convergence signals.
Also known as alphasmo/alphasmo-tools, alphasmo
- Stars
- 2
- Tools
- —
- Downloads, 30 days
- —
- Latest version
- 0.2.1
- Last commit
- Aug 12, 2026
- License
- MIT
What is AlphaSMO MCP?
AlphaSMO lets an AI client query SEC 13F institutional holdings, insider trading data, and smart money convergence signals.
Summary generated from the project's README
About AlphaSMO MCP server
Analyzing institutional holdings and insider trading patterns from inside an AI agent is what alphasmo-tools enables. This MCP server provides access to SEC EDGAR data, including 13F filings for hedge funds and asset managers, as well as Form 4 and Form 144 insider trading reports. It is designed for developers using MCP-compatible clients like Claude Desktop, Cursor, or Claude Code to pull real-time financial intelligence directly into their conversations.
Users can query specific stock flows, institutional profiles, and a unique smart money convergence signal that identifies tickers where both company insiders and large institutions are buying simultaneously. The server can be run locally via npx without any initial setup or API key, though providing an ALPHASMO_API_KEY allows for higher rate limits. It exposes specialized tools such as get_smart_money_convergence, get_insider_activity, and get_stock_flows to help automate financial research.
What you can do with it
- 1Identify smart money convergenceFind stocks where both hedge funds and company insiders are currently buying.
- 2Monitor institutional stock flowsDetermine which stocks are being heavily bought or sold by large institutions.
- 3Analyze insider trading activityCheck the recent buying or selling behavior of company officers and directors.
- 4Research specific hedge fund holdingsRetrieve the latest quarterly SEC filings and portfolio details for a specific asset manager.
Written from the project's README. Every use case is checked against a quote from it.
How to install AlphaSMO MCP
Formats verified 10 Nov 2026Add to CursorAdd to GooseInstall AlphaSMO MCP in Claude Code
$ claude mcp add --env 'ALPHASMO_API_KEY=<YOUR_ALPHASMO_API_KEY>' alphasmo-tools -- npx -y alphasmoInstall AlphaSMO MCP in Cursor
~/.cursor/mcp.json
{
"mcpServers": {
"alphasmo-tools": {
"command": "npx",
"args": [
"-y",
"alphasmo"
],
"env": {
"ALPHASMO_API_KEY": "<YOUR_ALPHASMO_API_KEY>"
}
}
}
}Install AlphaSMO MCP in VS Code
.vscode/mcp.json
{
"servers": {
"alphasmo-tools": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"alphasmo"
],
"env": {
"ALPHASMO_API_KEY": "<YOUR_ALPHASMO_API_KEY>"
}
}
}
}Install AlphaSMO MCP in VS Code CLI
$ code --add-mcp '{"name":"alphasmo-tools","type":"stdio","command":"npx","args":["-y","alphasmo"],"env":{"ALPHASMO_API_KEY":"<YOUR_ALPHASMO_API_KEY>"}}'Install AlphaSMO MCP in Claude Desktop
claude_desktop_config.json
{
"mcpServers": {
"alphasmo-tools": {
"command": "npx",
"args": [
"-y",
"alphasmo"
],
"env": {
"ALPHASMO_API_KEY": "<YOUR_ALPHASMO_API_KEY>"
}
}
}
}Install AlphaSMO MCP in Codex
$ codex mcp add alphasmo-tools --env 'ALPHASMO_API_KEY=<YOUR_ALPHASMO_API_KEY>' -- npx -y alphasmoInstall AlphaSMO MCP in Codex config.toml
~/.codex/config.toml
[mcp_servers.alphasmo-tools] command = "npx" args = ["-y", "alphasmo"] [mcp_servers.alphasmo-tools.env] ALPHASMO_API_KEY = "<YOUR_ALPHASMO_API_KEY>"
Install AlphaSMO MCP in Gemini CLI
$ gemini mcp add -s user -e 'ALPHASMO_API_KEY=<YOUR_ALPHASMO_API_KEY>' alphasmo-tools npx -- -y alphasmoInstall AlphaSMO MCP in Gemini settings.json
~/.gemini/settings.json
{
"mcpServers": {
"alphasmo-tools": {
"command": "npx",
"args": [
"-y",
"alphasmo"
],
"env": {
"ALPHASMO_API_KEY": "<YOUR_ALPHASMO_API_KEY>"
}
}
}
}Configuration
ALPHASMO_API_KEYSecretOptional API key to raise the rate limit above the free anonymous tier
| Name | Description | |
|---|---|---|
| ALPHASMO_API_KEY | Optional API key to raise the rate limit above the free anonymous tier | Secret |
Automated checks
Ran Nov 15, 2026Full report →Passed our automated checks. That is not a security audit: read the code and give the server the narrowest access it needs. How checks work
- Source repository linked and reachablealphasmo/alphasmo-tools is public and reachablegithub.com/alphasmo/alphasmo-tools ↗Pass
- Package names this repository as its sourcealphasmo names alphasmo/alphasmo-tools as sourcenpmjs.com/package/alphasmo ↗Pass
- Build provenance (Sigstore attestation)No build attestation published for this releaseNot checked
- Open source license (OSI)MITspdx.org/licenses/MIT.html ↗Pass
- Commit or release in the last yearLast commit or release 2026-08-12github.com/alphasmo/alphasmo-tools ↗Pass
- OpenSSF ScorecardNot checked
- Package name not close to a popular packageNo popular package one edit away from alphasmoPass
- No critical advisory in the package or its dependencies107 resolved dependencies checked; no critical advisoryosv.dev ↗Pass
- No hidden instructions to the model0 tool descriptions and the README read; no override phrases, credential paths or hidden charactersPass
- Destructive tools are labelledNot checked
- Remote endpoint answers the MCP handshakeNot checked
README
View on GitHubAlphaSMO — The Ultimate Smart Money API for AI
CLI + MCP server for AlphaSMO — SEC EDGAR 13F institutional holdings, Form 4 insider trading, and "smart money convergence" signals (tickers where hedge funds and company insiders are buying at the same time), queryable from your terminal, your scripts, or any MCP-compatible AI agent (Claude, ChatGPT, Cursor, etc.).
No signup, no API key, no setup — try it right now:
npx alphasmo stocks flows --limit 10
Example output:
┌────────┬──────────────────────────────┬────────────────────┬──────────────┬──────────────┐
│ ticker │ issuer │ net flow (USD) │ avg weight % │ institutions │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ BRK-A │ BERKSHIRE HATHAWAY INC-CL A │ 247,455,256,379 │ 1.42 │ 1418 │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ AZN │ AstraZeneca PLC │ 148,465,847,587.12 │ 0.47 │ 1309 │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ XOM │ EXXON MOBIL CORP │ 138,784,059,363.77 │ 0.78 │ 4716 │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ CVX │ CHEVRON CORP │ 77,783,933,645.44 │ 0.6 │ 4261 │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ JNJ │ JOHNSON & JOHNSON │ 64,498,075,844.9 │ 0.76 │ 4603 │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ SNDK │ SANDISK CORP │ 58,662,972,096.01 │ 0.65 │ 1172 │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ MU │ MICRON TECHNOLOGY INC │ 55,374,569,969.23 │ 0.7 │ 2993 │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ AMAT │ APPLIED MATERIALS INC │ 48,790,109,328.41 │ 0.52 │ 2931 │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ EEM │ ISHARES MSCI EMERGING MARKET │ 48,211,222,155.7 │ 0.59 │ 1637 │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ CAT │ CATERPILLAR INC │ 46,035,710,179.58 │ 0.5 │ 3724 │
└────────┴──────────────────────────────┴────────────────────┴──────────────┴──────────────┘
Why AlphaSMO
- 📊 13F institutional holdings — every hedge fund and asset manager's quarterly SEC filings: AUM, positions, and behavioral "personality scores" (concentration, turnover, sector conviction). Read our guide on What Is a 13F Filing? and How to Read Institutional Holdings Changes.
- 🕵️ Insider trading (Form 4 & 144) — officer/director/10%-owner buys and sells, with a confidence score per ticker. Learn more in What Is a Form 4 Filing? and What Is a Form 144 Filing?.
- 🚀 Smart money convergence — the flagship signal: tickers where 13F institutions and company insiders are both buying right now.
- 🤖 Built for AI agents — an MCP server out of the box, so Claude, ChatGPT, Cursor, or any MCP client can pull real financial data mid-conversation.
- 🆓 Free anonymous tier — no signup required to try it; get a free API key any time to raise your rate limit.
Use cases
"What is smart money buying right now?" → alphasmo convergence
"What does Berkshire Hathaway hold?" → alphasmo institutions holdings berkshire-hathaway-inc
"Are insiders buying or selling NVDA?" → alphasmo insider summary NVDA
"Which stocks are institutions dumping?" → alphasmo stocks flows --direction sell
Wire the MCP server into Claude Desktop, Claude Code, Cursor, or any MCP client (see below) and ask these in plain English — no code required.
CLI
npx alphasmo institutions search "Berkshire"
npx alphasmo stocks get AAPL
npx alphasmo convergence -l 5
No install step required — npx fetches and runs it. Or install globally:
npm install -g alphasmo
alphasmo --help
Commands
| Command | What it returns |
|---|---|
alphasmo institutions search <query> [-l|--limit] |
Search 13F institutions by name |
alphasmo institutions list [-l|--limit] [-o|--offset] |
Paginate the full institution universe (no query) |
alphasmo institutions get <slug> |
Full institution detail, sector weights |
alphasmo institutions holdings <slug> |
Latest 13F holdings for one institution |
alphasmo stocks get <identifier> |
Full stock detail — holder count, flows, top holders (identifier = ticker or CUSIP) |
alphasmo stocks flows [-d|--direction buy|sell] [-l|--limit] |
Stocks ranked by net institutional buy/sell flow |
alphasmo insider trades <ticker> |
Recent individual Form 4 insider trades for one ticker |
alphasmo insider summary <ticker> |
Insider confidence scores (30d/90d) for one ticker |
alphasmo convergence [-l|--limit] [--min-confidence] [--days] |
Tickers where 13F institutions and insiders are both buying — the flagship signal |
alphasmo mcp |
Start the MCP server over stdio |
Global flags on every command: --api-key <key> (env ALPHASMO_API_KEY), --base-url <url> (env ALPHASMO_BASE_URL), -f/--format json|compact|table|csv, --json (shorthand for --format json), --csv (shorthand for --format csv).
Output format auto-detects your context — no flag needed in the common case:
- Typed directly in a terminal → a readable table, with numbers comma-formatted (
263,095,703,570). - Piped, redirected, or spawned by a script/AI agent (stdout isn't a TTY) → JSON, safe to pipe into
jqor feed to an agent. --format/--json/--csvalways override the auto-detection either way.
alphasmo stocks flows --csv > flows.csv
alphasmo insider trades AAPL --csv | column -s, -t
Errors go to stderr with a distinct exit code (2 not found, 3 auth, 4 rate limit, 5 unexpected response shape, 1 other), so scripts can branch without string-matching.
Get an API key
Anonymous requests are rate-limited by IP. Sign up and mint a free key at alphasmo.com/developer, then:
alphasmo convergence --api-key ask_live_...
# or
export ALPHASMO_API_KEY=ask_live_...
MCP server
Option 1: claude mcp add (recommended)
If you're using Claude Code, register the server with one command:
claude mcp add alphasmo -- npx -y alphasmo@latest mcp
Add -e ALPHASMO_API_KEY=ask_live_... before the -- to raise your rate limit. Run claude mcp list to confirm it's connected.
Option 2: manual MCP client config
For Claude Desktop, Cursor, or any other MCP client, add this to your config file directly:
{
"mcpServers": {
"alphasmo": {
"command": "npx",
"args": ["alphasmo", "mcp"],
"env": { "ALPHASMO_API_KEY": "optional-your-key-here" }
}
}
}
Both options work anonymously out of the box, at lower rate limits than with a key. Tools exposed: search_institutions, get_institution_profile, get_institution_holdings, get_stock_overview, get_stock_flows, get_insider_activity, get_smart_money_convergence.
Full endpoint reference: alphasmo.com/developer/docs.
Programmatic use
import { AlphasmoClient } from "alphasmo";
const client = new AlphasmoClient(); // no apiKey needed to try it
console.log(await client.getSmartMoneyConvergence({ limit: 5 }));
npm install alphasmo
A Python client + MCP server is also available — see alphasmo.com/developer for setup.
Learn more
- alphasmo.com — the full web app: institution profiles, stock screeners, insider-trading leaderboards
- alphasmo.com/developer — get a free API key
- alphasmo.com/developer/docs — full public API reference
Educational Guides & SEC Filings Deep Dives
Deepen your understanding of institutional holdings and SEC filing dynamics:
- What Is a 13F Filing? — Beginner's guide to institutional holdings disclosures.
- What Is a Form 4 Filing? — How insider buying & selling gets reported.
- What Is a Form 144 Filing? — Understanding SEC pre-sale notices before insider dumps.
- 13D vs. 13G Beneficial Ownership — Uncovering 5% ownership filings and activist investor intent.
- How to Read Institutional Holdings Changes — Navigating 13F portfolio changes without being misled by stock splits or option mechanics.
License
MIT
AlphaSMO MCP questions
How do I add AlphaSMO MCP to Claude Code?
Run claude mcp add --env 'ALPHASMO_API_KEY=<YOUR_ALPHASMO_API_KEY>' alphasmo-tools -- npx -y alphasmo in your terminal. Add --scope user to make it available in every project.
How do I add AlphaSMO MCP to Cursor?
Open ~/.cursor/mcp.json and add the server under mcpServers, using the Cursor config shown in the install section above.
How can I use this with Claude Desktop or Cursor?
You can manually add the server to your MCP client configuration file using npx to run the alphasmo mcp command.