Public filings
13fmcp
Published by 13fmcp
SEC Form 13F listed holdings exactly as filed, matched to an adviser's CRD. Filed evidence shown beside a firm's record: listed holdings are not total AUM and never feed the valuation, coverage or confidence.
Remote
No auth
Official
https://13fmcp.ai/mcpWhat this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
What you approve
- 1.No credentials. It reads public SEC Form 13F filings.
How your agent connects it
- 1.Add the remote MCP server https://13fmcp.ai/mcp to your assistant, no key needed.
- 2.Ask the agent for the firm's latest Form 13F listed holdings and filing date, as evidence beside its Form ADV figures.
Figures, not records
Your agent reads 13fmcp directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms. In your AI assistant, your own connectors do the reading, and ValuationMCP never receives their credentials. If you connect a system in the web workbench, its credentials are stored encrypted, used only for read-only pulls you start, and deleted when you disconnect. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.