# Form4API — SEC Insider Trading (npm · form4api-mcp)

Real-time SEC Form 4 insider trading + Form 144 & 13F-HR data. 27 tools + 6 research prompts.

- Trust score: 68/100 (medium)
- Change this week: +18
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-08-03

## Components

- npm · `form4api-mcp`: 68/100 (this document), [markdown](https://verifymcp.io/servers/theodor90-form4api-mcp/form4api-mcp.md), [page](https://verifymcp.io/servers/theodor90-form4api-mcp/form4api-mcp)

## Channel facts

- Registry: `npm`
- Package: `form4api-mcp`
- Version: `1.9.3`
- Transport: `stdio`

## Trust breakdown

How this component scores in each security and reliability category. Every signal is checked automatically from public evidence about the published package, including repeated runs of it in an isolated sandbox, 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 2026-08-03.

- **Supply Chain Security**: 87/100
  - No malware found by supply-chain analysis.
  - Only part of the dependency tree could be resolved (95 of 99), so this covers what we could see, not the whole tree.
  - No install/post-install scripts declared.
  - Only part of the dependency tree could be resolved (95 of 99), so this covers what we could see, not the whole tree.
- **Provenance & Transparency**: 45/100
  - Source repository is publicly reachable at the declared URL.
  - Provenance check failed: no build-provenance attestation is published.
  - Clear OSI-approved license (MIT).
  - Actively maintained (last published 1 days ago).
  - Disclosure check failed: no security disclosure policy was found in the source repository.
- **Schema Quality & AI Usability**: 74/100
  - 100% of prompts and resources have a non-trivial description (not blank, and not just the item's name).
  - AI-judged instruction clarity (good).
  - Context-footprint check failed: tool/resource definitions use about 6179 tokens (~228/item across 27 items; 27 tools + 0 resources), over budget; trim descriptions and params.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 23/100
  - Stability observed for 7 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.
- **Capabilities**: 100/100
  - Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.

## Install

### Claude

```bash
claude mcp add theodor90-form4api-mcp -- npx -y form4api-mcp
```

### Codex

```bash
codex mcp add theodor90-form4api-mcp -- npx -y form4api-mcp
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "theodor90-form4api-mcp": {
      "type": "local",
      "command": [
        "npx",
        "-y",
        "form4api-mcp"
      ],
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add theodor90-form4api-mcp --command npx --arg -y --arg form4api-mcp
```

### Hermes

```yaml
mcp_servers:
  theodor90-form4api-mcp:
    command: "npx"
    args: ["-y", "form4api-mcp"]
```

### Other

```json
{
  "mcpServers": {
    "theodor90-form4api-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "form4api-mcp"
      ]
    }
  }
}
```

## 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.

### 2026-08-02 (score 68, +44)

- [security regression] Provenance: unverified → fail
- [security improvement] Install scripts: unverified → pass
- [security improvement] Known CVEs: unverified → partial
- [security improvement] Malware scan: unverified → pass
- [functional regression] Security disclosure: fail → unverified
- [functional regression] Tool coverage: 100 → unverified
- [functional regression] Schema quality: 100 → unverified
- [functional improvement] MCP protocol: unverified → pass
- [functional improvement] License: unverified → pass
- [functional improvement] Maintenance: unverified → pass
- [functional improvement] Stability: unverified → 0.20
- [functional improvement] Dependency health: unverified → partial
- [functional improvement] Schema quality: unverified → good
- [functional] Licence: MIT

### 2026-07-31 (score 24, −26)

- [functional] We updated how we score, so this day's move reflects our rubric, not a change to the server

### 2026-07-30 (score 50, +26)

- [functional improvement] Tool coverage: unverified → 100
- [functional improvement] Schema quality: unverified → 100

### 2026-07-28 (score 24, −26)

- [functional regression] Tool coverage: 100 → unverified
- [functional regression] Schema quality: 100 → unverified

### 2026-07-27 (score 50)

First indexed and scored.

## MCP tools (27)

### `get_transactions` (~776 tokens)

Search SEC Form 4 insider transactions with rich filters: ticker, insider CIK, transaction code/category, date range, and (Pro+) trade-size thresholds. Returns transaction-level rows — shares, price, total value, transaction code, 10b5-1 flag, insider role flags. Use this for filtered or historical search across many companies/insiders; use get_recent_filings for an unfiltered live feed instead, or get_insider_transactions/get_company_insiders when you already have a specific insider or company. Free plan; min_value/max_value/min_shares/max_shares require Pro. Paginated, max 100/page.

Input parameters:

- `category` (string): Include only one category of transactions. open_market = P/S (the signal most users want); grants = award/comp noise; derivatives = option exercises etc.
- `cik` (string): Company CIK number — SEC's numeric filer identifier, e.g. 0000320193. Leading zeros optional.
- `code` (string): Single SEC transaction code to filter to. P=open-market purchase, S=open-market sale, A=grant/award, M=option exercise, F=tax withholding on vesting, D=disposition to issuer, G=gift, C=conversion of…
- `codes` (string): Comma-separated list of SEC transaction codes to include, e.g. "P,S" (see `code` for the letter meanings). Multi-code superset of `code`.
- `exclude_10b5` (boolean): If true, exclude pre-scheduled 10b5-1 plan trades. Recommended for signal analysis — filters out automatic, non-discretionary trades.
- `exclude_category` (string): Exclude an entire category of transactions, e.g. exclude_category=derivatives drops all option-related rows.
- `exclude_codes` (string): Comma-separated list of SEC transaction codes to exclude, e.g. "A,M,F,G" to drop grants, option exercises, tax withholding and gifts.
- `exclude_derivative` (boolean): If true, drop derivative-security rows — the cleanest single "no options" switch.
- `from` (string): Start date, inclusive, format YYYY-MM-DD (e.g. 2026-01-01). Filters on transactionDate.
- `insider_cik` (string): Insider CIK number — SEC's numeric filer identifier, e.g. 0001214128. Leading zeros optional.
- `max_shares` (number): Maximum number of shares, inclusive. Requires Pro plan or higher — omitted or ignored on Free.
- `max_value` (number): Maximum trade value in USD (shares × price), inclusive. Requires Pro plan or higher — omitted or ignored on Free.
- `min_shares` (number): Minimum number of shares, inclusive. Requires Pro plan or higher — omitted or ignored on Free.
- `min_value` (number): Minimum trade value in USD (shares × price), inclusive. Requires Pro plan or higher — omitted or ignored on Free.
- `page` (integer): 1-based page number. Defaults to 1.
- `per_page` (integer): Results per page. Defaults to 20, maximum 100.
- `significant` (boolean): If true, preset = open-market trades only, no 10b5-1 plan trades, no derivatives. The "just show me real discretionary buys and sells" filter. Explicit params override it.
- `ticker` (string): Stock ticker symbol, case-insensitive, e.g. AAPL or aapl.
- `to` (string): End date, inclusive, format YYYY-MM-DD (e.g. 2026-12-31). Filters on transactionDate.

### `get_recent_filings` (~186 tokens)

Live feed of the newest SEC Form 4 filings, sorted most-recent-first, optionally filtered to one ticker. New filings typically appear within ~60 seconds of SEC publication. Use this to check "what just happened" rather than get_transactions (built for filtered/historical search across date ranges and codes). Returns per-filing accession number, filed/period-of-report dates, company + insider identity, and transaction count; pass the accession number to get_filing for full detail. Free plan. Paginated, max 100/page.

Input parameters:

- `page` (integer): 1-based page number. Defaults to 1.
- `per_page` (integer): Results per page. Defaults to 20, maximum 100.
- `ticker` (string): Filter to one stock ticker, case-insensitive, e.g. NVDA. Omit for the unfiltered market-wide feed.

### `get_filing` (~158 tokens)

Fetch one Form 4 filing by its exact SEC accession number (format NNNNNNNNNN-YY-NNNNNN, e.g. 0000320193-26-000001). Use this once you already have an accession number from get_recent_filings or get_transactions. Returns filed/period-of-report dates, company and insider identity, and transaction count for that filing. Free plan.

Input parameters:

- `accession` (string, required): SEC accession number in NNNNNNNNNN-YY-NNNNNN format (10-digit filer CIK, 2-digit year, 6-digit sequence), e.g. 0000320193-26-000001. Copy this from a get_recent_filings or get_transactions result.

### `get_insider_profile` (~145 tokens)

Look up one insider's identity by CIK (SEC's numeric filer identifier, e.g. 0001214128) — returns name, all known titles, and director/officer/10%-owner role flags. If you only have a name, resolve it to a CIK first with the generated search_insiders tool. For trading history use get_insider_transactions or get_insider_career_summary instead. Free plan.

Input parameters:

- `cik` (string, required): Insider CIK number — SEC's numeric filer identifier, e.g. 0001214128. Leading zeros optional. Resolve a name to a CIK first with search_insiders if you don't already have it.

### `get_insider_transactions` (~354 tokens)

All Form 4 transactions filed by one insider (by CIK), filterable by ticker, transaction code, date range, and 10b5-1 exclusion. Use this once you have an insider's CIK on hand; get_transactions with insider_cik= gives the same rows alongside its broader filter set, while get_insider_career_summary returns a pre-aggregated rollup instead of raw rows. Free plan. Paginated, max 100/page.

Input parameters:

- `cik` (string, required): Insider CIK number — SEC's numeric filer identifier, e.g. 0001214128. Leading zeros optional.
- `code` (string): Single SEC transaction code to filter to. P=open-market purchase, S=open-market sale, A=grant/award, M=option exercise, F=tax withholding on vesting, D=disposition to issuer, G=gift, C=conversion of…
- `exclude_10b5` (boolean): If true, exclude pre-scheduled 10b5-1 plan trades — keeps only discretionary transactions.
- `from` (string): Start date, inclusive, format YYYY-MM-DD (e.g. 2026-01-01). Filters on transactionDate.
- `page` (integer): 1-based page number. Defaults to 1.
- `per_page` (integer): Results per page. Defaults to 20, maximum 100.
- `ticker` (string): Filter to a specific company ticker, case-insensitive, e.g. AAPL.
- `to` (string): End date, inclusive, format YYYY-MM-DD (e.g. 2026-12-31). Filters on transactionDate.

### `get_company_overview` (~98 tokens)

Company profile for a single ticker — name, CIK, SIC sector/description, state of incorporation, website, total Form 4 filing count, and active insider count. Use this for company identity/metadata; use get_company_insiders to list who is filing, or get_transactions with ticker= for their trade history. Free plan.

Input parameters:

- `ticker` (string, required): Stock ticker symbol, case-insensitive, e.g. MSFT.

### `get_company_insiders` (~154 tokens)

Full roster of insiders who have ever filed a Form 4 for a given ticker — name, CIK, titles, director/officer/10%-owner flags, last-filed date, and total transaction count per insider. Use this to enumerate a company's insiders (e.g. before pulling each one's career summary); use get_transactions with ticker= for the underlying trade history itself. Free plan. Paginated, max 100/page.

Input parameters:

- `page` (integer): 1-based page number. Defaults to 1.
- `per_page` (integer): Results per page. Defaults to 20, maximum 100.
- `ticker` (string, required): Stock ticker symbol, case-insensitive, e.g. MSFT.

### `get_signals` (~269 tokens)

Cluster buy/sell signals — multiple insiders at the same company trading in the same direction within a short window, a stronger conviction signal than any single trade. Excludes 10b5-1 plan trades automatically by construction. Returns signal type, detection date, buyer/seller counts, total $ value, and the underlying transactions; pair with the generated explain_signal tool to see exactly why a given signal fired. Use get_transactions instead for raw, unaggregated trade search. Requires Business plan (a 402 upgrade_required response is returned otherwise). Paginated, max 50/page.

Input parameters:

- `cluster_buy` (boolean): If true, return only ClusterBuy signals (multiple insiders buying together). Omit both cluster_buy and cluster_sell to return signals of either type.
- `cluster_sell` (boolean): If true, return only ClusterSell signals (multiple insiders selling together). Omit both cluster_buy and cluster_sell to return signals of either type.
- `page` (integer): 1-based page number. Defaults to 1.
- `per_page` (integer): Results per page. Defaults to 20, maximum 50.
- `ticker` (string): Filter to a specific company ticker, case-insensitive, e.g. NVDA. Omit for a market-wide scan across all companies.

### `get_form144` (~285 tokens)

Form 144 notice-of-proposed-sale filings — insiders disclose intent to sell roughly 2 days before the matching Form 4 sale lands, so this is an early-warning signal, especially discretionary (non-10b5-1) notices. Filter by ticker, insider name (partial match), date range, or exclude_10b5. Cross-reference with get_transactions/get_insider_transactions to see whether the intent was actually executed. Requires Business plan. Paginated, max 100/page.

Input parameters:

- `exclude_10b5` (boolean): If true, exclude pre-scheduled 10b5-1 plan filings. Recommended for signal analysis — discretionary sale-intent notices only.
- `from` (string): Start filing date, inclusive, format YYYY-MM-DD (e.g. 2026-01-01).
- `insider_name` (string): Filter by insider name, case-insensitive partial/substring match, e.g. "cook".
- `page` (integer): 1-based page number. Defaults to 1.
- `per_page` (integer): Results per page. Defaults to 20, maximum 100.
- `ticker` (string): Stock ticker symbol, case-insensitive, e.g. AAPL.
- `to` (string): End filing date, inclusive, format YYYY-MM-DD (e.g. 2026-12-31).

### `get_holdings` (~306 tokens)

Institutional 13F-HR positions — filter by ticker (CUSIP resolved to ticker automatically), CUSIP, manager CIK, quarter, or minimum position value. Answers "who owns NVDA" or "which managers hold AAPL this quarter"; pair with get_managers to look up a manager's identity/AUM, or get_transactions to cross-reference insider activity at the same company. Requires Business plan. Paginated, max 100/page.

Input parameters:

- `cusip` (string): CUSIP identifier of the security — the standard 9-character alphanumeric security identifier (8 chars + 1 check digit), e.g. 037833100.
- `manager_cik` (string): CIK of the institutional manager (13F-HR filer) — SEC's numeric filer identifier. Leading zeros optional.
- `min_value` (number): Minimum reported position value in USD, inclusive, as of the 13F-HR filing.
- `page` (integer): 1-based page number. Defaults to 1.
- `per_page` (integer): Results per page. Defaults to 20, maximum 100.
- `quarter` (string): Quarter in YYYY-Qn format, e.g. 2026-Q1. Omit for the latest available quarter.
- `ticker` (string): Stock ticker the position is in, case-insensitive (e.g. AAPL). Resolves via CUSIP → ticker mapping for issuers without direct ticker rows.

### `get_managers` (~175 tokens)

Browse the institutional manager index — each manager with their latest 13F-HR filing date and AUM. Filter by name (partial match — "Berkshire" returns Berkshire Hathaway) or minimum AUM. Pair with get_holdings to see what a given manager owns. Requires Business plan. Paginated, max 100/page.

Input parameters:

- `min_aum` (number): Minimum assets-under-management in USD, inclusive, as of the manager's latest filed 13F-HR quarter.
- `name` (string): Filter by manager name, case-insensitive partial/substring match. Example: "Berkshire" matches Berkshire Hathaway.
- `page` (integer): 1-based page number. Defaults to 1.
- `per_page` (integer): Results per page. Defaults to 20, maximum 100.

### `get_sentiment` (~153 tokens)

Monthly insider-sentiment score for a ticker (MSPR-style, -100 to +100; positive = net buying conviction), one point per month, defaulting to roughly the last 12 months. Automatically excludes 10b5-1 plan trades so the score reflects discretionary conviction, not pre-scheduled dispositions. Use get_transactions or get_signals for the trade-level detail behind a given month. Requires Business plan.

Input parameters:

- `months` (integer): Number of trailing months of sentiment to return, ending with the most recent. Minimum 1, maximum 60. Omit to use the backend default (~12).
- `ticker` (string, required): Stock ticker symbol, case-insensitive, e.g. AAPL.

### `get_insider_career_summary` (~189 tokens)

Aggregate career rollup for one insider by CIK — first/last transaction dates, total shares/value bought vs sold, top companies traded, transaction-code breakdown, 10b5-1 plan split, and average post-trade returns (stored as fractions, e.g. 0.05 = +5%). Use this instead of get_insider_transactions when you want a pre-computed summary rather than raw rows; pair with the generated get_insider_scorecard for hit-rate statistics on their discretionary buys specifically. Requires Pro plan.

Input parameters:

- `cik` (string, required): Insider CIK number — SEC's numeric filer identifier. Leading zeros optional. Example: 1214156 for Tim Cook. Resolve a name to a CIK first with search_insiders if you don't already have it. Note: resp…

### `check_usage` (~75 tokens)

Snapshot of the authenticated API key's current usage — plan name, requests made today, daily limit, and all-time request count. Use this for a quick right-now check; use the generated get_usage_history tool for a daily trend over time, or get_key_activity for a per-request log. Free plan, works on every tier.

### `verify_setup` (~99 tokens)

Diagnostic check: confirms FORM4API_KEY is present and valid, the backend is reachable, and reports your current plan — returns a pass/fail/warn per check plus concrete next steps (where to get a key, how to upgrade) instead of a raw error. Run this first whenever another tool fails or returns a 401/402, to isolate whether the problem is configuration, plan, or a backend outage. No API key or parameters required.

### `research_company` (~219 tokens)

Bundled insider-research context for one ticker in a single call — company profile, recent insider transactions (10b5-1 flagged), cluster buy/sell signals, monthly sentiment score, and a computed net buy/sell direction summary. Use this FIRST for any company insider-research question; it replaces 4 separate calls (get_company_overview, get_transactions, get_signals, get_sentiment) and degrades gracefully — if signals/sentiment require a plan you don't have, they come back null with an explanatory `_unavailable` note instead of failing the whole call. Company/transaction data works on Free; signals/sentiment sections require Business. Fetches all sections concurrently. Research and decision-support only, not investment advice.

Input parameters:

- `recent_limit` (integer): Maximum number of recent insider transactions to include in the bundled result. Minimum 1, defaults to 10, maximum 100.
- `ticker` (string, required): Stock ticker symbol to research, case-insensitive, e.g. AAPL. Normalized to uppercase internally.

### `explain_signal` (~329 tokens)

Explain why a signal fired: the insiders and trades counted, what was excluded, and the criteria (Business plan+). Reconstructs the full evidence behind one company's insider signal from GET /v1/signals: the detection criteria (5-day cluster window, 3-insider threshold, 90-day ratio window, 10b5-1 exclusion), the list of cluster buyers and sellers (each with their role and individual trades in the window), trades that were excluded from the cluster count and why (10b5-1 plan or superseded by amendment), and the raw buy/sell share totals behind the 90-day ratio. Use this to audit or debug a specific signal rather than to scan many companies (use GET /v1/signals for that). This is a LIVE reconstruction from current non-superseded data, computed on every request (no caching) — it can differ slightly from the originally stored signal if trades were amended afterward. Requires Business plan or higher (402 PLAN_REQUIRED on Free/Starter/Pro). Returns 404 COMPANY_NOT_FOUND if the ticker isn't tracked, 404 SIGNAL_NOT_FOUND if no signal exists for the given/most-recent date, or 400 INVALID_DATE if `date` isn't YYYY-MM-DD.

Input parameters:

- `date` (string): Exact signal date to explain, format YYYY-MM-DD. Omit to explain the company's most recent signal. Returns 404 SIGNAL_NOT_FOUND if no signal exists for the given (or most recent) date.
- `ticker` (string, required): Company ticker symbol, case-insensitive (e.g. "AAPL").

### `get_data_quality` (~193 tokens)

Public data-quality, freshness and coverage metrics for the whole dataset. Returns public, keyless metrics on data freshness, ingestion latency, corpus coverage, and post-trade returns coverage — use this to check whether the dataset is current before relying on it (e.g. confirm Form 4 ingestion isn't stalled, or that price data isn't stale), not to look up any single company, insider, or transaction. Includes: most recent Form 4 processed timestamp and median/p95 filing-accepted-to-processed latency in seconds, latest price-bar date and how many days behind it is, total companies/transactions tracked plus filing counts by form type (4, 144, 13F-HR), the percentage of 13F CUSIPs resolved to a ticker, and the percentage of eligible transactions with fully computed post-trade returns. Takes no parameters. Cached for 30 minutes; no API key or plan required.

### `get_insider_leaderboard` (~345 tokens)

Ranked leaderboard of insiders by buy track-record (Business plan+). Returns the top insiders ranked by historical buy performance — same scored-buy methodology as
GET /v1/insiders/{cik}/scorecard, applied across the whole corpus rather than one insider. Use
this to discover which insiders have the best track record; use the per-insider scorecard once
you have a specific CIK. Scores use absolute return (NOT market-adjusted) — a hit is a scored
buy with a positive 3m (or 6m) return anchored at the filing-date close. Only discretionary
open-market buys (P-code, not 10b5-1, not derivative) with a matured return are counted.
Insiders with fewer than min_trades (floor 5) scored buys are excluded. Requires Business plan
or higher (402 PLAN_REQUIRED on Free/Starter/Pro). Results are cached for 1 hour per unique
parameter combination.

Input parameters:

- `horizon` (string): "3m" or "6m" — the post-trade return horizon to score and rank by. Defaults to "3m".
- `limit` (integer): Maximum number of insiders to return. Defaults to 25, maximum 100.
- `min_trades` (integer): Minimum number of scored buys an insider must have to be ranked. Defaults to 5; values below 5 are silently raised to 5 (the scorecard sample-sufficiency floor).
- `order` (string): "hit_rate" (% of scored buys with a positive return) or "avg_return" (mean scored return). Defaults to "hit_rate".

### `get_insider_scorecard` (~310 tokens)

Get insider buy track-record scorecard (Pro plan+). Returns the historical hit rate and average/median return of an insider's discretionary
open-market buys (TransactionCode=P, excluding 10b5-1 plans and derivatives), plus their best
and worst scored buy. Scores use absolute return (NOT market-adjusted) anchored at the
filing-date close. A 'hit' is a scored buy whose 3m (or 6m) return is positive. Use this over
GET /v1/insiders/{cik}/summary when you specifically want a scored track record (with a
sample-sufficiency guard) rather than raw totals; use GET /v1/insiders/leaderboard (Business+)
to rank many insiders by this same methodology. Score fields (hitRate3m, avgReturn3m, etc.) are
null when the insider has fewer than 5 matured scored buys (sampleSufficient=false), preventing
misleading statistics from small samples. Requires Pro plan or higher (402 PLAN_REQUIRED on
Free/Starter). Returns 404 NOT_FOUND if the CIK isn't tracked. Computed live — no caching.
Note: all return fields (HitRate3m, AvgReturn3m, MedianReturn3m, etc.) are stored
as FRACTIONS — 0.05 means +5%, -0.10 means -10%.

Input parameters:

- `cik` (string, required): Insider's SEC CIK, exact match.

### `get_key_activity` (~143 tokens)

Recent, per-request API activity log for the authenticated key. Returns the most recent HTTP requests made with the authenticated API key, most recent first, including the endpoint path, response status code, duration in milliseconds, and timestamp. Use this to debug integration issues — confirm a specific call reached the API, check for repeated 4xx/5xx responses, or spot slow requests — rather than for usage trends; for aggregate daily counts use GET /v1/keys/usage/history instead. Requires a valid X-Api-Key (401 without one).

Input parameters:

- `limit` (integer): Number of most-recent requests to return. Defaults to 100, maximum 200.

### `get_public_stats` (~181 tokens)

Public corpus-wide statistics — no API key required. Returns headline dataset totals: filing count, transaction count, tracked companies, institutional holdings rows, Form 144 and Form 13F-HR filing counts, the earliest filing date in the corpus, the most recent quarter's total 13F-HR reported AUM in USD, and measured ingestion latency (median/p95 seconds from SEC acceptance to our processing, trailing 7 days). Use this for corpus-wide totals (e.g. a marketing/status widget), not for per-company or per-insider data — those live under GET /v1/companies and GET /v1/insiders. For freshness and coverage-quality metrics (is ingestion stalled, is price data stale) use GET /v1/data-quality instead. Takes no parameters. No API key or plan required. Cached for ~12 hours.

### `get_usage_history` (~149 tokens)

Daily request counts for the authenticated key over a trailing window. Returns a daily time series of request counts for the authenticated API key over the trailing N days — one data point per calendar day (UTC). Use this to plot usage trends or check rate-limit headroom over time. For a single current-day snapshot (today's count, plan limit, reset time) use GET /v1/keys/usage instead; for a raw request-by-request log use GET /v1/keys/usage/activity. Requires a valid X-Api-Key (401 without one).

Input parameters:

- `days` (integer): Number of trailing days to include, ending today (UTC). Defaults to 30, maximum 90.

### `get_webhook_events` (~198 tokens)

Replay webhook delivery events since a given timestamp (default: last 24h). Returns up to 500 delivery attempts across all of the authenticated key's subscriptions since `since` (default: last 24 hours), most recent first — delivery id, subscription id, event type, attempt count, delivered-at/next-retry-at timestamps, last HTTP status code from the receiving endpoint, whether the delivery is dead (exhausted all retries), and the event payload. Use this to reconcile missed webhook deliveries (e.g. after an outage on your receiving endpoint) rather than relying solely on push delivery. `since` cannot be more than 30 days in the past. Requires a valid X-Api-Key (401 without one).

Input parameters:

- `since` (string): Inclusive lower bound for delivery timestamps, ISO-8601 datetime. Defaults to 24 hours ago. Cannot be more than 30 days in the past (400 INVALID_RANGE).

### `list_companies` (~195 tokens)

List companies with a public ticker, sorted by name or total filings. Returns a single page of companies that have a tracked public ticker — for browsing or building a company picker, not for searching by name or CIK (there is no full-text search here; use GET /v1/companies/{ticker} to fetch one company by its exact ticker). Each entry includes the company's CIK, name, ticker, exchange, total filing count, and distinct insider count. There is no page parameter — this endpoint always returns the top `limit` companies by the chosen sort order. Not plan-gated.

Input parameters:

- `limit` (integer): Maximum number of companies to return. Defaults to 50, maximum 50.
- `sort` (string): Sort order: "name" (alphabetical, default) or "totalfilings" (most SEC filings first). Case-insensitive; unrecognized values fall back to "name".

### `list_webhooks` (~107 tokens)

List webhook subscriptions owned by the authenticated API key. Returns every webhook subscription (active and deactivated) created under the authenticated API key: subscription id, target URL, subscribed event types, creation date, active flag, and the isReadOnly flag. Does NOT return the signing secret again (it's shown once, at creation, by POST /v1/webhooks) — regenerate by deleting and recreating the subscription if it's lost. Requires a valid X-Api-Key (401 without one).

### `search_insiders` (~235 tokens)

Search insiders (officers, directors, 10% owners) by name. Searches insiders by name and returns a paginated list of matches with each insider's CIK, title, director/officer/10%-owner flags, and total filing count. Use this to resolve a person's name to their CIK before fetching their transaction history, career summary, or scorecard — the CIK returned here feeds directly into GET /v1/insiders/{cik}/transactions, /summary, and /scorecard. Omitting the name filter returns insiders in alphabetical order rather than performing a search. Not plan-gated — available on the Free tier.

Input parameters:

- `name` (string): Case-insensitive substring match against the insider's full name (e.g. "Musk", "cook"). Must be at least 2 characters — shorter values return a 400 QUERY_TOO_SHORT error. Omit to list all insiders al…
- `page` (integer): 1-based page number. Defaults to 1.
- `per_page` (integer): Number of insiders per page. Defaults to 20, maximum 500.

## Diagnostics

Captured diagnostic sections: Provenance, Dependencies. The full working is on the page: https://verifymcp.io/servers/theodor90-form4api-mcp/form4api-mcp#diagnostics

## Score history

- 2026-08-03: 68
- 2026-08-02: 68
- 2026-08-01: 24
- 2026-07-31: 24
- 2026-07-30: 50
- 2026-07-28: 24
- 2026-07-27: 50

## Links

- npm package: https://www.npmjs.com/package/form4api-mcp
- Socket report: https://socket.dev/npm/package/form4api-mcp
- Repository: https://github.com/theodor90/form4api-mcp
- Website: https://www.form4api.com/
- Changelog RSS feed: https://verifymcp.io/servers/theodor90-form4api-mcp/form4api-mcp/changelog.xml
- Changelog JSON feed: https://verifymcp.io/servers/theodor90-form4api-mcp/form4api-mcp/changelog.json
- HTML version of this page: https://verifymcp.io/servers/theodor90-form4api-mcp/form4api-mcp