# Nikolayds Fintel Discovery MCP server

Source: https://glimind.com/server/mcp-registry%2Fio.github.nikolayds%2Ffintel-discovery
Registry id: `mcp-registry/io.github.nikolayds/fintel-discovery`
Status: live (checked 2026-10-27T02:25:57.768Z)

## Measurements (30 days)

- Uptime: 99.97%
- Checks: 4947
- Outages (90 days): 2

## Install

```json
{
  "mcpServers": {
    "nikolayds-fintel-discovery-mcp-server": {
      "type": "http",
      "url": "https://mcp.fin-discovery.com/mcp"
    }
  }
}
```

Claude Code:

```sh
claude mcp add --transport http nikolayds-fintel-discovery-mcp-server https://mcp.fin-discovery.com/mcp
```

## Tools (32)

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- `GetAdvisorBenchmarks`:  Return Kitces Research advisor practice benchmark data for independent and RIA-affiliated financial advisors. Covers median and top-quartile metrics across fiv
- `GetAnalystRatings`:  Fetch analyst buy/sell/hold consensus ratings, current price targets (low, high, mean, median), and the full history of analyst upgrades and downgrades with fi
- `GetBrokerCheckDetail`:  Retrieve the full FINRA BrokerCheck profile for one individual using their CRD number. Returns complete employment history, exam qualifications, licenses held,
- `GetDividendsAndSplits`:  Fetch the full history of cash dividends, stock splits, and combined corporate actions for a ticker. Returns date, amount/ratio for each event. Use this tool w
- `GetEarningsHistory`:  Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming earnings dates with consensus estimates. Also returns forward EPS estimates by quarter
- `GetEdgarCompanyFilings`:  Retrieve all SEC filings for a company or institution using its CIK (Central Index Key). Returns every filing on record: form type, date, accession number, and
- `GetFinancials`:  Fetch income statement, cash flow statement, or balance sheet for a stock. Returns up to 4 years of annual data or 4 quarters of quarterly data, transposed so 
- `GetFredSeriesData`:  Fetch time-series observation data from FRED for a specific economic series. Returns date + value pairs with series metadata (title, units, frequency). Use Sea
- `GetFundFees`:  Retrieve expense ratios and fee breakdown for a mutual fund or ETF using its SEC CIK. Reads structured XBRL data filed with prospectuses using the SEC Risk/Ret
- `GetFundProfile`:  Fetch ETF or mutual fund specific data: top holdings with weight %, sector allocations, expense ratio, bond credit quality ratings, and equity style characteri
- `GetHolders`:  Fetch ownership data for a stock: top institutional holders, mutual fund holders, and recent insider transactions (buys/sells by executives). Use this tool whe
- `GetIAPDFirmDetail`:  Retrieve the full Form ADV filing detail for one RIA firm by its CRD number. Returns all Form ADV Part 1 fields: client types, advisory activities, fee arrange
- `GetIAPDIndividualDetail`:  Retrieve the full SEC IAPD profile for one individual investment advisor representative using their CRD number. Returns complete registration history, exam qua
- `GetLEIDetail`:  Retrieve the full GLEIF LEI record for one legal entity using its 20-character LEI code. Returns legal name, registration status, legal address, headquarters a
- `GetMultiTickerHistory`:  Fetch OHLCV price history for multiple tickers in a single call. Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc. Use this tool whe
- `GetOptionsChain`:  Fetch the full options chain (calls and puts) for one expiry date. Returns strike price, bid, ask, last price, implied volatility, open interest, and volume fo
- `GetOptionsExpirations`:  List all available options expiry dates for a ticker. Use this before calling GetOptionsChain to find a valid expiry date. Use this tool when: - You want to kn
- `GetPriceHistory`:  Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker. Returns daily, weekly, monthly, or intraday bars over any period. Use this tool when
- `GetTerritoryWealthProfile`:  Retrieve US Census American Community Survey (ACS) income and wealth proxy data for a ZIP code or state. Returns median household income, median home value, to
- `GetTickerInfo`:  Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto, or index. Returns name, sector, industry, market cap, P/E ratio, 52-week range, bet
- `LookupTicker`:  Search for a Yahoo Finance ticker symbol by company name, fund name, or keyword. Returns matching symbols with exchange and asset type. Use this when you have 
- `MapInstrumentIds`:  Map financial instrument identifiers between different ID systems using Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs, CUSIPs, and FIGIs
- `SearchBrokerCheck`:  Search FINRA BrokerCheck for registered individual brokers and financial representatives by name. Returns CRD number, current firm, registration status, and wh
- `SearchBrokerCheckFirm`:  Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm CRD, registration status, city, state, and disclosure flag. Use this tool when: - You ne
- `SearchEdgar13F`:  Search SEC EDGAR for 13F-HR institutional holdings filings by institution name. Returns filing date, entity name, period of report, and accession number. Any i
- `SearchFigiInstruments`:  Search Bloomberg OpenFIGI for financial instruments by name or keyword. Returns FIGI, ticker, exchange, security type, and composite FIGI for each matching ins
- `SearchFredSeries`:  Search the Federal Reserve Bank of St. Louis FRED database for economic data series by keyword. Returns series ID, title, frequency, units, seasonal adjustment
- `SearchFundsByCategory`:  Search SEC EDGAR for mutual fund and ETF filers by investment category or keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus filings. Return
- `SearchIAPDFirm`:  Search the SEC Investment Adviser Public Disclosure (IAPD) database for registered investment advisor (RIA) firms by name. Returns firm CRD, registration statu
- `SearchIAPDIndividual`:  Search SEC IAPD (Investment Adviser Public Disclosure) for individual investment advisor representatives (IARs) by name. Returns CRD number, current employer, 
- `SearchLEI`:  Search the Global Legal Entity Identifier Foundation (GLEIF) database for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-character LEI code, le

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