alphasmo-tools
The ultimate financial data CLI + MCP server for SEC EDGAR 13F filings, insider trading, and Smart Money convergence signals.
Documentation
AlphaSMO — 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 10Example 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 sellWire 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 5No install step required — `npx` fetches and runs it. Or install globally:
npm install -g alphasmo
alphasmo --helpCommands
| Command | What it returns | |||
|---|---|---|---|---|
| `alphasmo institutions search [-l\ | --limit]` | Search 13F institutions by name | ||
| `alphasmo institutions list [-l\ | --limit] [-o\ | --offset]` | Paginate the full institution universe (no query) | |
| `alphasmo institutions get ` | Full institution detail, sector weights | |||
| `alphasmo institutions holdings ` | Latest 13F holdings for one institution | |||
| `alphasmo stocks get ` | 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 ` | Recent individual Form 4 insider trades for one ticker | |||
| `alphasmo insider summary ` | 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 ` (env `ALPHASMO_API_KEY`), `--base-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 `jq` or feed to an agent.
- `--format`/`--json`/`--csv` always override the auto-detection either way.
alphasmo stocks flows --csv > flows.csv
alphasmo insider trades AAPL --csv | column -s, -tErrors 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 mcpAdd `-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 alphasmoA 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
Frequently asked questions
What is alphasmo-tools?
alphasmo-tools is The ultimate financial data CLI + MCP server for SEC EDGAR 13F filings, insider trading, and Smart Money convergence signals.
How do I install alphasmo-tools?
Open the GitHub repository and follow its README. Most MCP servers are added to your client's MCP config, then called by your agent.
Is alphasmo-tools open source?
Yes — it is hosted on GitHub at https://github.com/alphasmo/alphasmo-tools and has 2 stars.
Related MCP tools
The Open-Source Multimodal AI Agent Stack: Connecting Cutting-Edge AI Models and Agent Infra
A MCP for Claude Desktop / Claude Code / Windsurf / Cursor to build n8n workflows for you
MCP server to provide Figma layout information to AI coding agents like Cursor
This is MCP server for Claude that gives it terminal control, file system search and diff file editing capabilities
Browser MCP is a Model Context Provider (MCP) server that allows AI applications to control your browser
A Model Context Protocol (MCP) server and CLI that provides tools for agent use when working on iOS and macOS projects.
Run your own MCP server? See who uses it and what to fix.
Measure it with TrackMCP