MCP SERVER / 04

Ground AI workflows in public filing data

Give research agents structured tools for finding managers, comparing holdings, and opening primary-source documents.

PROTOCOL MODEL CONTEXT PROTOCOL

TRANSPORT STREAMABLE HTTP

RESPONSES STRUCTURED + SOURCED

Connection config

MCP

1 {
2   "mcpServers": {
3     "aumsearch": {
4       "url": "https://mcp.aumsearch.com",
5       "headers": {
6         "Authorization": "Bearer $AUMSEARCH_API_KEY"
7       }
8     }
9   }
10 }

TOOL DIRECTORY

Research primitives

search_managers

Find managers by name, location, identifiers, or firm attributes.

search_filings

Search normalized filing records across 13F, ADV, IAPD, and EDGAR.

get_manager

Return a sourced manager profile and cross-source identifiers.

get_holdings

Retrieve reported holdings for a manager, security, or quarter.

compare_quarters

Summarize reported additions, trims, exits, and position changes.

get_source_document

Resolve a normalized record to its official filing document.

SOURCE-AWARE BY DEFAULT

Answers remain connected to the filing record.

MCP tool responses carry source type, filing date, reporting period, record identifiers, and document URLs so an agent can explain where a result came from and a researcher can verify it.