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Altbots — Fund Manager Intelligence MCP Server

@NeilD-NYC

代码仓库

基本信息

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其他

传输方式

stdio

作者

NeilD-NYC

提交者

NeilD-NYC

关于 Altbots — Fund Manager Intelligence MCP Server

Institutional-grade research reports on hedge funds, venture capital and private equity. Generates a 2-page manager diligence & intelligence brief covering SEC Form ADV, 13F holdings, key personnel with FINRA status, sanctions screening (OFAC, EU, UN, HMT), social signals and red

#finance-hedge-fund-due-diligence-sec-edgar-allocator-venture-capital-private-equity

Altbots — Fund Manager Intelligence MCP Server 配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

{
  "mcpServers": {
    "altbots": {
      "url": "https://api.altbots.io/sse",
      "transport": "sse"
    }
  }
}

Altbots — Fund Manager Intelligence MCP Server 工具

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概览

What is Altbots — Fund Manager Intelligence?

Altbots — Fund Manager Intelligence is an MCP server that generates institutional-grade research reports on alternative investment managers. It pulls data from SEC filings, personnel intelligence, sanctions screening, and social signals, producing a full intelligence brief in under 60 seconds. The server is built by a former Global Head of Risk and Diligence and is intended for professionals evaluating SEC-registered investment managers.

How to use Altbots — Fund Manager Intelligence?

Add the server to your Claude Desktop configuration with the SSE endpoint https://api.altbots.io/sse. Then use tools such as generate_manager_tearsheet to produce a full report, get_manager_coverage to check data availability, list_available_managers to browse managers sorted by AUM, and get_pipeline_status to check server health. An example prompt is "Generate a tearsheet on Bridgewater Associates."

Key features of Altbots — Fund Manager Intelligence

  • SEC Form ADV summary (AUM, strategy, clients, fees)
  • 13F top holdings and concentration
  • Key personnel with FINRA BrokerCheck status
  • Sanctions screening (OFAC, EU, UN, HMT, FinCEN)
  • Social and media signals from the last 90 days
  • Red flags, regulatory observations, and full legal disclosure

Use cases of Altbots — Fund Manager Intelligence

  • Generate a complete intelligence brief on any SEC-registered manager
  • Check data coverage and receive a score before ordering a full report
  • Browse available managers sorted by AUM
  • Monitor server health and pipeline status

常见问题

1

What does the free tier include?

The free tier includes coverage checks and the manager list. Full tearsheet generation requires the Pro plan at $149/month.

2

What output formats are supported?

Reports can be returned as a PDF URL, JSON, or markdown.

3

What data sources are used?

Reports draw from SEC Form ADV, 13F filings, FINRA BrokerCheck, OFAC/EU/UN/HMT/FinCEN sanctions lists, and social/media signals from the last 90 days.

4

Is this investment advice?

No. The research signals are explicitly not investment advice. AltBots and NKD Advisory LLC are not registered investment advisers. Full legal disclosures are included in every report.

5

How do I generate a report?

Use the `generate_manager_tearsheet` tool with the name of any SEC-registered manager. For example, "Generate a tearsheet on Bridgewater Associates."

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