@fundlens/mcp

@fundlens/mcp

MCP server for the FundLens API — SEC-derived fund holdings, ownership, and flows for AI agents.

Setup

Requires a FundLens API key. Most tools need a paid plan; requests are metered exactly like any other API client.

{
  "mcpServers": {
    "fundlens": {
      "command": "npx",
      "args": ["-y", "@fundlens/mcp"],
      "env": { "FUNDLENS_API_KEY": "fl_your_key" }
    }
  }
}

Tools

Tool	What it answers
list_funds / get_fund	Discover funds; identity, AUM, share classes, service providers
get_holdings / get_holdings_history	Portfolio at a point in time; available snapshot dates
get_exposures	Sector / industry / country breakdown
who_holds	Which funds and 13F managers hold a security
diff_holdings	What a fund bought, sold, added to, trimmed
fund_overlap	How much two funds overlap
get_returns / get_flows	Monthly returns and flows (N-PORT Part B)
list_managers / get_manager_holdings	Institutional 13F filers and their positions

Point-in-time

Most tools accept as_of (the snapshot on or before a date) and available_as_of (only filings actually published by that date). Use both for backtests — without available_as_of a query can see filings that weren't public at the time being modelled.

Configuration

• FUNDLENS_API_KEY (required)
• FUNDLENS_API_URL (optional, defaults to https://api.fundlens.io/v1)