Market answers, cited.
123 FinTech tools behind one URL.
Frontier models: 100% correct with Pipeworx, 63% with web search
Ask what a company earned, what its stock is doing right now, who filed an insider trade, or how a bank’s books look. Every number comes back with the filing or the feed behind it.
Included Packs
Company filings, XBRL financials, full-text search across all SEC submissions
Bank health, call reports, enforcement actions, industry aggregates, failure history
Consumer complaint database. Search by company, product, date. Track complaint trends
Stock quotes, daily time series, company fundamentals, income statements, balance sheets (BYO key)
DeFi protocol TVL, fees/revenue, chain comparisons, stablecoin data, yield pools
GDP, financial inclusion, development indicators across 200+ countries
Federal funds rate, credit data, money supply, yield curves, 800K+ economic time series
Customers, charges, subscriptions, balance, invoices (BYO key)
Accounting queries, customers, invoices, accounts (OAuth)
Transactions, orders, invoices, disputes (BYO key)
Real-time crypto prices and market data
FX rates, treasury yield curves
Setup
Choose one of these options:
Open claude.ai/customize/connectors, click Add custom connector, name it Pipeworx FinTech and paste this URL. Leave the OAuth client ID and secret blank — the connector registers itself.
https://gateway.pipeworx.io/mcp?vertical=fintechThen click Connect and sign in with GitHub. That step is free and takes you from 50 calls a day to 200 — same connection either way, and you can skip it and sign in later. In a new chat, open the tools menu and enable the connector.
Custom connectors need a paid Claude plan — that is an Anthropic gate, not a Pipeworx one.
Add this to your claude_desktop_config.json:
{
"mcpServers": {
"pipeworx-fintech": {
"command": "npx",
"args": [
"-y",
"mcp-remote",
"https://gateway.pipeworx.io/mcp?vertical=fintech",
"--header",
"Authorization:Bearer YOUR_API_KEY"
]
}
}
}Paste this into Claude to use for one conversation:
Use this MCP server for this conversation:
npx -y mcp-remote "https://gateway.pipeworx.io/mcp?vertical=fintech" --header "Authorization:Bearer YOUR_API_KEY"
Then pull SoFi's financials from SEC EDGAR.For stock data, get a free key at alphavantage.co and add it on your /account page.
For payment and accounting data, connect your accounts on the /account page.
All Tools
Insider Trading 4 tools
insider_tradesForm 4 insider buy/sell filings — who's buying and selling sharesinsider_8kMaterial events (earnings, M&A, officer changes, material agreements)insider_13dActivist investor filings — 5%+ ownership stakes (13D/G)insider_activity_summaryCombined insider activity overview — trades, events, activists in one callFinnhub 4 tools
get_quoteReal-time stock quote — price, change, high, low, volumeget_company_newsRecent news articles for a companyget_earnings_calendarUpcoming and recent earnings dates and estimatessearch_symbolSearch for stock ticker symbols by company nameSEC EDGAR 5 tools
edgar_search_filingsFull-text search across all SEC filingsedgar_company_filingsList filings for a specific companyedgar_company_factsAll XBRL facts for a companyedgar_company_conceptSingle XBRL concept time seriesedgar_ticker_to_cikConvert ticker symbol to CIK numberCFPB 5 tools
cfpb_search_complaintsSearch consumer complaints by keywordcfpb_company_complaintsComplaints for a specific companycfpb_get_complaintGet a single complaint by IDcfpb_top_companiesCompanies with most complaintscfpb_product_breakdownComplaint counts by product categoryFDIC BankFind 5 tools
fdic_search_institutionsSearch FDIC-insured institutionsfdic_get_institutionGet details for a specific bankfdic_financialsBank financial call report datafdic_failuresHistorical bank failure recordsfdic_summaryIndustry-wide aggregate statisticsAlpha Vantage 6 tools
av_quoteReal-time stock quoteav_dailyDaily price time seriesav_overviewCompany overview and fundamentalsav_income_statementAnnual and quarterly income statementsav_balance_sheetAnnual and quarterly balance sheetsav_earningsEarnings per share historyDefiLlama 6 tools
defi_tvl_protocolsList protocols by total value lockeddefi_protocol_detailDetailed protocol TVL and chain breakdowndefi_chain_tvlTVL for a specific blockchaindefi_protocol_feesProtocol fees and revenue datadefi_stablecoinsStablecoin market data and supplydefi_yieldsDeFi yield pools and APY dataWorld Bank 4 tools
get_worldbank_indicatorFetch any World Bank indicator by codeget_countryCountry metadata and classificationsget_populationPopulation data for any countryget_gdpGDP data for any countryFRED 5 tools
fred_get_seriesFetch time series observationsfred_searchSearch for economic data seriesfred_series_infoMetadata for a specific seriesfred_categoryBrowse data by categoryfred_releasesEconomic data release scheduleCrypto 2 tools
get_crypto_priceReal-time cryptocurrency priceget_crypto_marketMarket cap, volume, and rankingsExchange & Treasury 2 tools
get_exchange_rateForeign exchange ratesget_treasury_ratesUS Treasury yield curve dataStripe 6 tools
stripe_list_customersList Stripe customersstripe_get_customerGet a specific customerstripe_list_chargesList payment chargesstripe_list_subscriptionsList active subscriptionsstripe_get_balanceCurrent Stripe balancestripe_list_invoicesList invoicesQuickBooks 5 tools
qb_queryRun accounting queriesqb_get_customerGet a specific customerqb_list_invoicesList invoicesqb_get_invoiceGet a specific invoiceqb_list_accountsList chart of accountsPayPal 5 tools
paypal_list_transactionsList recent transactionspaypal_get_orderGet order detailspaypal_list_invoicesList invoicespaypal_get_invoiceGet a specific invoicepaypal_list_disputesList payment disputesCommon questions
What data sources are included in the FinTech vertical?
SEC EDGAR (filings, XBRL financials, full-text search across all submissions), FDIC BankFind (call reports, enforcement, failure history), CFPB (consumer complaint database), Alpha Vantage (real-time quotes, fundamentals), and DeFi APIs. Covers insider trading (Form 4), activist investors (13D), material events (8-K), and bank health alongside live market data.
Can my AI agent monitor insider trading or 13D filings in real time?
Yes. EDGAR full-text search and the recent_changes meta-tool let an agent watch a ticker or CIK for new Form 4 insider trades, 13D activist filings, 8-K material events, or any other SEC form. recent_changes accepts a since window (e.g., 7d, 30d) and returns structured items rather than HTML.
Do I need an Alpha Vantage API key for real-time stock quotes?
Bring your own — Alpha Vantage's free tier is 25 calls per day, and the shared demo key returns rate-limit errors. Sign up for a free personal key in about 30 seconds at alphavantage.co/support/#api-key. SEC and FDIC data require no keys.
How current is the financial data — is anything cached or stale?
SEC EDGAR is queried live (filings appear within minutes of acceptance). Alpha Vantage quotes are live with end-of-day fundamentals. CFPB and FDIC publish on their own cadence (CFPB roughly daily, FDIC quarterly). Every response carries _meta.cache.fresh_until so an agent can reason about freshness before reusing data.