MCP Server

Financial Intelligence
for AI Agents

Connect your AI assistant to regulatory filings, broker records, and market data — via a single MCP endpoint.

Get Started

Powered by FINRA BrokerCheck · SEC IAPD · SEC EDGAR · No OAuth Required

What It Is

Real Financial Data.
Inside Your AI.

Fintel Discovery is an MCP server that aggregates public financial regulatory data from FINRA, the SEC, and market data providers — exposing it through a clean, standardized protocol that AI assistants can query in real time, without scraping, parsing, or manual lookups.

MCP (Model Context Protocol) is an open standard that lets AI assistants connect to external data sources and tools in real time. Think of it as a universal plugin system: your AI agent calls a tool, and the MCP server returns structured data it can reason about immediately.

Built for AI developers, fintech engineers, and financial services teams doing advisor research or compliance work. Whether you're verifying a broker's credentials, pulling 13F institutional holdings, or mapping territory demographics, Fintel Discovery gives your AI the data it needs.

fintel-discovery — mcp query

Capabilities

Eleven Data Sources.
One Endpoint.

Everything your AI needs to research financial professionals, firms, holdings, macro data, and markets.

FINRA BrokerCheck

Individual broker lookup. CRD numbers, registration status, disclosure history, and firm affiliations — all from the official FINRA registry.

SEC IAPD

Registered investment advisor firm data. AUM, Form ADV filings, employee count, and state registration — sourced directly from the SEC's Investment Adviser Public Disclosure database.

SEC EDGAR 13F

Institutional holdings and portfolio snapshots. Filing history and position-level detail from 13F reports filed with the SEC.

Market Data

Price history, options chains, dividends, and splits. Covers equities and ETFs with configurable lookback periods.

Geographic Intelligence

Territory mapping and wealth demographics. Regional profiling for financial sales teams — advisor density, AUM concentrations, and demographic overlays by geography.

FRED Macro Data

Federal Reserve economic time-series. Interest rates, CPI, unemployment, GDP, and 800,000+ economic indicators — macro context for any AI financial workflow.

Instrument ID Mapping

Bloomberg OpenFIGI integration. Map tickers to ISINs, CUSIPs, and FIGIs — normalize instrument identifiers across EDGAR, Yahoo Finance, and any other data source.

Global LEI Registry

GLEIF Legal Entity Identifier lookup. Search 2M+ global entities by name — verify legal registration, jurisdiction, parent relationships, and renewal status.

Individual Advisor Lookup

SEC IAPD individual IAR search. Full Form ADV Part 2B equivalent — exam history, employment record, registration states, and disclosures for any named advisor rep.

Advisor Practice Benchmarks

Kitces Research advisor benchmarks. Compare revenue per client, AUM fee schedules, technology adoption, staffing ratios, and client metrics against industry median and top-quartile figures.

Setup

Three Steps to Live Data

Add the endpoint, ask questions in natural language, get structured financial data.

1

Add the Endpoint

Add the Fintel Discovery MCP server URL to your AI client config. No API keys. No OAuth. Just the URL.

2

Ask in Natural Language

Your AI assistant routes financial queries to the right tool automatically. No special syntax or JSON templates.

3

Get Structured Data

The MCP server queries FINRA, SEC, and market APIs and returns structured, AI-readable results in seconds.

Edit claude_desktop_config.json — Mac: ~/Library/Application Support/Claude/  ·  Windows: %APPDATA%\Claude\ — then restart Claude Desktop.

{
  "mcpServers": {
    "fintel-discovery": {
      "type": "streamable-http",
      "url": "https://ai.fin-discovery.com/mcp"
    }
  }
}

Go to claude.ai → Settings → Integrations → Add Integration → paste the URL below and save.

https://ai.fin-discovery.com/mcp

Fintel Discovery tools will be available in your next conversation.

OpenClaw → Settings → MCP Servers → Add Server → paste the URL, or edit mcp_servers.json:

{
  "mcpServers": {
    "fintel-discovery": {
      "type": "streamable-http",
      "url": "https://ai.fin-discovery.com/mcp"
    }
  }
}

ChatGPT Desktop → Settings → Connected Apps → Add MCP Server → paste the URL:

https://ai.fin-discovery.com/mcp

Or configure via JSON:

{
  "servers": {
    "fintel-discovery": {
      "type": "streamable_http",
      "url": "https://ai.fin-discovery.com/mcp"
    }
  }
}

VS Code → Settings (Ctrl+, / Cmd+,) → search mcp → Edit in settings.json → reload VS Code.

{
  "github.copilot.mcp": {
    "servers": {
      "fintel-discovery": {
        "type": "streamable-http",
        "url": "https://ai.fin-discovery.com/mcp"
      }
    }
  }
}

Cline sidebar → MCP Servers → Add Server → paste the URL, or add to cline_mcp_settings.json:

{
  "mcpServers": {
    "fintel-discovery": {
      "type": "streamable-http",
      "url": "https://ai.fin-discovery.com/mcp"
    }
  }
}
from langchain_mcp_adapters.client import MultiServerMCPClient

client = MultiServerMCPClient({
    "fintel": {
        "url": "https://ai.fin-discovery.com/mcp",
        "transport": "streamable_http"
    }
})
tools = await client.get_tools()

Use Cases

Who Uses Fintel Discovery

Wholesaler Intelligence

Research advisors before meetings. BrokerCheck profiles, AUM, firm history, and disclosure records — surfaced in seconds inside your AI assistant. Walk into every call prepared.

AI-Powered Due Diligence

Automate compliance checks and advisor verification. Cross-reference EDGAR filings and registration data without manual government site lookups. Let your AI do the legwork.

Developer Tools

Build financial AI applications on top of public regulatory data. No scraping, no fragile HTML parsers, no FINRA rate limit headaches. Clean structured data via MCP.

Documentation

Technical Specifications

Drop the endpoint into your MCP client. No authentication, no build steps, no dependencies.

ProtocolMCP (Streamable HTTP / SSE)
Base URLhttps://ai.fin-discovery.com/mcp
AuthenticationNone required
TLSLet's Encrypt (auto-renewing)
HostingOracle Cloud Infrastructure
Uptime MonitoringUptimeRobot
Data SourcesFINRA, SEC IAPD, SEC EDGAR (public APIs)
Version1.0.2  — last updated
Source Codegithub.com/nikolayds/fin-ai

The People

The Team

Sonoma, CA, USA

ND

N. Dimitrov

Lead Architect

n.dimitrov@fin-discovery.com
DA

Dimitar Angelov

Visionary

d.angelov@fin-discovery.com
MA

Momchil Angelov

Principal Engineer

m.angelov@fin-discovery.com

Community

Join the Community

Questions, feedback, and feature requests — find us on Discord. We're building Fintel Discovery in the open and want to hear from developers using it.

Join our Discord

Support is community-based. For critical issues, open a thread in #support.

In Development

Try Fintel Discovery Live

An interactive LangChain agent connected directly to the MCP server will be available here. Run natural language queries against live FINRA, SEC, and market data.

Will connect to https://ai.fin-discovery.com/mcp · No account required.