# FolioFact (remote · foliofact.com)

Read-only value-investing fund, holdings, financial, options, and insider research.

- Trust score: 71/100 (medium)
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-08-05

## Components

- remote · `foliofact.com`: 71/100 (this document), [markdown](https://verifymcp.io/servers/com-foliofact-foliofact/foliofact.md), [page](https://verifymcp.io/servers/com-foliofact-foliofact/foliofact)

## Channel facts

- Endpoint: `https://foliofact.com/mcp`
- Transports: `streamable-http`
- Auth: `none`
- Version: `1.0.0`

## Trust breakdown

How this component scores in each security and reliability category. Every signal is checked automatically against the live server, and we only credit what we can confirm. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog)

Scored 2026-08-05.

- **Endpoint Security**: 80/100
  - The endpoint's TLS certificate is valid, in date, and uses a strong key.
  - No authorisation is required to call this server. Every tool declares its destructiveHint and none is destructive, so open access doesn't expose one.
  - HTTPS is enforced; there's no plaintext access path.
  - The HSTS (Strict-Transport-Security) header is present.
  - DNSSEC check failed: this domain isn't protected by DNSSEC.
- **Transport & Reachability**: 100/100
  - Verified streamable-http transport via a live MCP handshake.
- **Schema Quality & AI Usability**: 70/100
  - AI-judged instruction clarity (good).
  - Tool/resource definitions use about 1055 tokens (~81/item across 13 items; 13 tools + 0 resources), lean.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 3/100
  - Stability observed for 1 of 30 days with no destabilising changes; credit accrues until the full window elapses.
- **Tool Coverage**: 100/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 100% of tool parameters carry a description.
  - Structured output schemas are declared (100% of tools); any adoption earns full credit.
- **Capabilities**: 100/100
  - Implements a current MCP spec version (2026-07-28).

## Install

### Claude

```bash
claude mcp add --transport http com-foliofact-foliofact https://foliofact.com/mcp
```

### Codex

```toml
[mcp_servers.com-foliofact-foliofact]
url = "https://foliofact.com/mcp"
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "com-foliofact-foliofact": {
      "type": "remote",
      "url": "https://foliofact.com/mcp",
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add com-foliofact-foliofact --url https://foliofact.com/mcp --transport streamable-http
```

### Hermes

```yaml
mcp_servers:
  com-foliofact-foliofact:
    url: "https://foliofact.com/mcp"
```

### Other

```json
{
  "mcpServers": {
    "com-foliofact-foliofact": {
      "type": "http",
      "url": "https://foliofact.com/mcp"
    }
  }
}
```

The mcpServers block is a cross-client convention. Remote transports vary, so check your client's docs.

## Changelog

Every change recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims.

### 2026-08-05 (score 71, 0)

- [security] The server rewrote its instructions, which are the text every model session reads
- [functional regression] Schema quality: 610 → 1055
- [functional improvement] Stability: unverified → 0.03
- [functional] New tool “compare_stocks”
- [functional] New tool “stock_earnings”
- [functional] New tool “stock_financials”
- [functional] New tool “stock_insiders”
- [functional] New tool “stock_options”

### 2026-08-04 (score 71)

First indexed and scored.

## MCP tools (13)

### `search` (~72 tokens)

Search funds, stocks, and insiders

Bounded cross-domain search: funds by name, stocks by ticker/name, and insider transactions by owner. The same scopes the web search uses. A blank or missing query returns empty buckets, mirroring GET /api/v1/search.

Input parameters:

- `query` (string): Search query (fund names, tickers, insider names).

Output parameters:

- `provenance` (object)
- `query` (string)
- `results` (object)

### `get_fund` (~30 tokens)

Get a tracked fund

One fund's latest filing and its investors.

Input parameters:

- `slug` (string, required): Fund slug (URL identifier).

Output parameters:

- `filing`
- `fund` (object)
- `investors` (array)
- `portfolio` (object)
- `provenance` (object)

### `fund_holdings` (~33 tokens)

Fund portfolio holdings

A fund's current portfolio positions with quarter-over-quarter change.

Input parameters:

- `slug` (string, required): Fund slug (URL identifier).

Output parameters:

- `fund` (object)
- `holdings` (array)
- `provenance` (object)
- `quarter` (string|null)
- `total_value` (integer)

### `fund_history` (~36 tokens)

Fund filing history

Quarter-by-quarter filing history and a summary (turnover, concentration, favorites).

Input parameters:

- `slug` (string, required): Fund slug (URL identifier).

Output parameters:

- `fund` (object)
- `provenance` (object)
- `quarters` (array)
- `summary` (object)

### `get_stock` (~44 tokens)

Get a held stock

One company as held by tracked funds: holders, values, and last-quarter moves.

Input parameters:

- `ticker` (string, required): Stock ticker (dots allowed, e.g. BRK.A).

Output parameters:

- `latest_earnings`
- `name` (string|null)
- `positions` (array)
- `provenance` (object)
- `single_class` (boolean)
- `ticker` (string)
- `total_value` (integer)

### `get_investor` (~39 tokens)

Get an investor

One investor's portfolio links (funds they run or back) and featured fund.

Input parameters:

- `slug` (string, required): Investor slug (URL identifier).

Output parameters:

- `featured_fund`
- `investor` (object)
- `portfolios` (array)
- `provenance` (object)

### `insider_feed` (~105 tokens)

Insider transaction feed

Recent Form 4/5 insider transactions across all held stocks, newest first. Filterable by transaction type and owner. Page 2+ requires FolioFact Pro.

Input parameters:

- `dir` (string): Sort direction.
- `filter` (string): Transaction type filter.
- `page` (integer): Page number (deep pages require Pro).
- `per_page` (integer): Rows per page.
- `q` (string): Owner name query.
- `sort` (string): Sort column.

Output parameters:

- `coverage_on` (string|null)
- `dir` (string)
- `filter` (string)
- `pagination` (object)
- `provenance` (object)
- `query` (string)
- `sort` (string)
- `transactions` (array)

### `fetch_page` (~90 tokens)

Fetch a public page

Fetches an allowlisted public page as markdown/text: published blog posts (/blog/:slug), static pages (e.g. /agents, /api-docs, /about), and the agent discovery doc (/llms.txt).

Input parameters:

- `path` (string, required): Public path, e.g. /blog/how-to-read-a-13f-without-overreading-it, /agents, or /llms.txt.

Output parameters:

- `path` (string)
- `provenance` (object)
- `text` (string)
- `title` (string)

### `stock_earnings` (~99 tokens)

Stock earnings analysis

The latest cited earnings report for one stock. Teasers are public. Set include_full=true for the complete evidence-linked report; that content requires FolioFact Pro.

Input parameters:

- `include_full` (boolean): Request full Pro analysis. Defaults to true for Pro callers and false otherwise.
- `period` (string): Optional stable report slug, for example 2026-03-31-quarter.
- `ticker` (string, required): Stock ticker (dots allowed).

Output parameters:

- `access` (string)
- `name` (string|null)
- `provenance` (object)
- `report`
- `ticker` (string)

### `stock_financials` (~55 tokens)

Stock financial statements and valuation

Financial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro.

Input parameters:

- `ticker` (string, required): Stock ticker (dots allowed).

Output parameters:

- `name` (string|null)
- `provenance` (object)
- `series` (object)
- `summary` (object)
- `ticker` (string)

### `stock_insiders` (~39 tokens)

Stock insider transactions

Recent Form 4/5 insider transactions for one company. Requires FolioFact Pro.

Input parameters:

- `ticker` (string, required): Stock ticker (dots allowed).

Output parameters:

- `coverage_on` (string|null)
- `name` (string|null)
- `provenance` (object)
- `ticker` (string)
- `transactions` (array)

### `stock_options` (~37 tokens)

Stock options-market snapshot

Daily 30-day implied volatility history for one company. Requires FolioFact Pro.

Input parameters:

- `ticker` (string, required): Stock ticker (dots allowed).

Output parameters:

- `expected_reading_date` (string)
- `history` (array)
- `latest`
- `name` (string|null)
- `provenance` (object)
- `stale` (boolean)
- `ticker` (string)

### `compare_stocks` (~65 tokens)

Compare stocks side by side

Aligned multi-stock comparison: valuation, latest financial point, fund conviction, and insider activity. Requires FolioFact Pro.

Input parameters:

- `insider_window` (string): Insider activity window.
- `tickers` (string, required): Comma-separated tickers (2–6, dots allowed).

Output parameters:

- `columns` (array)
- `insider_window` (string)
- `insider_window_label` (string)
- `provenance` (object)
- `submitted_tickers` (string)
- `tickers` (array)
- `unknown_tickers` (array)

## Diagnostics

Captured diagnostic sections: TLS, DNSSEC, Authorisation, Transports. The full working is on the page: https://verifymcp.io/servers/com-foliofact-foliofact/foliofact#diagnostics

## Score history

- 2026-08-05: 71
- 2026-08-04: 71

## Links

- Remote endpoint: https://foliofact.com/mcp
- Website: https://foliofact.com/agents
- Changelog RSS feed: https://verifymcp.io/servers/com-foliofact-foliofact/foliofact/changelog.xml
- Changelog JSON feed: https://verifymcp.io/servers/com-foliofact-foliofact/foliofact/changelog.json
- HTML version of this page: https://verifymcp.io/servers/com-foliofact-foliofact/foliofact