🐋 US Stock Smart Money & Insider Flow Scanner MCP

Ultra-fast (<3s) Zero-Proxy MCP Tool for AI Agents (Claude, Cursor, LangChain).
Analyzes 13F institutional ownership (Blackrock, Vanguard, State Street, Fidelity), C-Suite (CEO/CFO) open-market insider purchases vs sales, net insider dollar flow, and computes a quantitative Smart Money Score (0-100) in compact JSON and a 1-line Markdown summary.

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⚡ Why AI Agents Need This MCP

1. 95% LLM Context Token Saving: Raw SEC Form 4 and 13F filings are hundreds of pages of messy XML/HTML. This tool digests everything in serverless Python and returns a compact 300-token verdict.
2. Detects High-Conviction CEO Buys: Distinguishes between routine automated 10b5-1 executive selling and rare, high-conviction open-market purchases by CEOs, CFOs, or Board Chairmen.
3. Institutional Anchor Verification: Checks if Top-Tier hedge funds and asset managers own >70% of the float.
4. Pay-Per-Event Micro-Pricing: Only $0.008 per ticker analysis.

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🎯 The 3-Step Agent Investment Pipeline

Combine with our sister MCP tools for the ultimate autonomous hedge-fund analyst workflow:

1. Macro Check: Call macro-regime-liquidity-mcp ➔ Determine global risk regime (Goldilocks vs Stagflation).
2. Smart Money Check: Call smart-money-insider-flow-mcp (this tool) ➔ Confirm institutional backing & CEO insider buying.
3. Timing & Execution: Call us-stock-etf-quant-signal-mcp ➔ Identify Wilder RSI turnaround, 20-day MA reclaim, and 2ATR stop-loss levels.

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🔌 Claude Desktop & Cursor MCP Configuration

{
  "mcpServers": {
    "smart-money-flow": {
      "command": "npx",
      "args": [
        "-y",
        "@apify/mcp-server",
        "--actor",
        "YOUR_APIFY_USERNAME/smart-money-insider-flow-mcp"
      ],
      "env": {
        "APIFY_TOKEN": "YOUR_APIFY_API_TOKEN"
      }
    }
  }
}

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📦 Output Sample

{
  "ticker": "NVDA",
  "smart_money_verdict": "INSTITUTIONAL_HEAVY_BACKING (월가 대형 기관 70%+ 지분 보유 견고한 수급 앵커)",
  "smart_money_score": 78.0,
  "ceo_or_cfo_bought": false,
  "ownership_summary": {
    "institutions_percent_held": 71.52,
    "institutions_float_percent_held": 74.5,
    "institutions_count": 7728,
    "institutions_status": "HEAVY_INSTITUTIONAL_CONCENTRATION (월가 핵심 스마트머니 편입주)",
    "insiders_percent_held": 4.01
  },
  "insider_flow_6m": {
    "net_flow_usd": -142350000.0,
    "buy_count": 0,
    "sell_count": 14,
    "insider_flow_status": "ROUTINE_10B5_1_SELLING (통상적 10b5-1 규정 매도 및 차익실현)"
  },
  "top_institutions": [
    {
      "institution_name": "Blackrock Inc.",
      "shares_formatted": "1.94B",
      "value_formatted": "397.39B",
      "percent_held_formatted": "8.06%"
    },
    {
      "institution_name": "Vanguard Capital Management LLC",
      "shares_formatted": "1.54B",
      "value_formatted": "315.31B",
      "percent_held_formatted": "6.39%"
    }
  ],
  "summary_md": "**NVDA Smart Money** | Verdict: INSTITUTIONAL_HEAVY_BACKING (Score: 78.0/100) | Inst Ownership: 71.52% (7,728 funds) | Top 3: Blackrock(8.06%), Vanguard(6.39%), FMR(4.26%) | Insiders: 4.01% | 6M Net Flow: -$142M (ROUTINE_10B5_1_SELLING) | CEO/CFO Buy: None"
}