mcp server
FolioFact
Read-only value-investing fund, holdings, financial, options, and insider research.
Description as published by the maintainer. Source
- version 1.0.0
- active
- retrieval
active — Registry entry last updated 2026-08-04. Dashed tags are derived by ZBS Index from the published description, not stated by the maintainer.
What this server can do
13 functions, named and described by the server itself. Parameter names are shown because they say more about what a function does than its name usually does.
compare_stocks(tickers, insider_window)- Aligned multi-stock comparison: valuation, latest financial point, fund conviction, and insider activity. Requires FolioFact Pro. Required: tickers.
fetch_page(path)- 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). Required: path.
fund_history(slug)- Quarter-by-quarter filing history and a summary (turnover, concentration, favorites). Required: slug.
fund_holdings(slug)- A fund's current portfolio positions with quarter-over-quarter change. Required: slug.
get_fund(slug)- One fund's latest filing and its investors. Required: slug.
get_investor(slug)- One investor's portfolio links (funds they run or back) and featured fund. Required: slug.
get_stock(ticker)- One company as held by tracked funds: holders, values, and last-quarter moves. Required: ticker.
insider_feed(q, dir, page, sort, filter, per_page)- Recent Form 4/5 insider transactions across all held stocks, newest first. Filterable by transaction type and owner. Page 2+ requires FolioFact Pro.
search(query)- 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.
stock_earnings(period, ticker, include_full)- The latest cited earnings report for one stock. Teasers are public. Set include_full=true for the complete evidence-linked report; that content requires FolioFact Pro. Required: ticker.
stock_financials(ticker)- Financial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro. Required: ticker.
stock_insiders(ticker)- Recent Form 4/5 insider transactions for one company. Requires FolioFact Pro. Required: ticker.
stock_options(ticker)- Daily 30-day implied volatility history for one company. Requires FolioFact Pro. Required: ticker.
Last successful function declaration observed on . Source: https://foliofact.com/mcp. We list what the server declared; we do not call any of these functions.
Endpoint status observed on . Source: https://foliofact.com/mcp.
Signals
These are separate measurements of different things. They are deliberately not combined into one score, because a popularity number that mixes website traffic with saves and stars cannot be checked or acted on.
| Signal | Value | What it measures | Window | Observed | Source |
|---|---|---|---|---|---|
| Latest published version | 1.0.0 | Latest version string the maintainer published to the registry. | as of fetch | Model Context Protocol | |
| Registry record last updated | 2026-08-04 | When the registry record was last updated by its maintainer. | point in time | Model Context Protocol | |
| First listed in the MCP Registry | 2026-08-04 | Date this server was first published to the official MCP Registry. Not a usage or quality measure. | point in time | Model Context Protocol | |
| mcp tools declared | 13 tools | Number of functions the server itself declared when asked to list them. This is what the server offers an agent, not a measure of how well any of them work. | as of probe | foliofact.com | |
| mcp endpoint status | ok | The server listed 13 functions when asked. | as of probe | foliofact.com |
Where to get it
This record as data
Every field on this page, with its source and observation date, is in the catalog JSON. Fetch the whole kind at once instead of parsing this HTML.
GET /api/v1/entries/mcp_server.json