FolioFact

by foliofact.com · remote · no sign-in to list tools · v1.0.0 · published by com.foliofact

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

Changes · 7

Compare Registry entry

13 tools: 7 change things and 6 only read.

Scanned Oct 21, 2026

Deletes or cancels0Claude Code: deny
Can't be undone0Claude Code: ask
Changes things7Claude Code: ask: see these tools
Only reads6Claude Code: allow: see these tools

No check matched anything in the tool definitions. No finding is not a safety guarantee. How the checks work.

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

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

13 tools

Changes things 7Creates or changes something that can be changed back.Claude Code: ask

fund_historyQuarter-by-quarter filing history and a summary (turnover, concentration, favorites).No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
- The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
Description, as the server wrote it
Quarter-by-quarter filing history and a summary (turnover, concentration, favorites).
Annotations the server declares
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
- readOnlyHint: true
fund_holdingsA fund's current portfolio positions with quarter-over-quarter change.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
- The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
Description, as the server wrote it
A fund's current portfolio positions with quarter-over-quarter change.
Annotations the server declares
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
- readOnlyHint: true
insider_feedRecent Form 4/5 insider transactions across all held stocks, newest first.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
- The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
Description, as the server wrote it
Recent Form 4/5 insider transactions across all held stocks, newest first. Filterable by transaction type and owner. Page 2+ requires FolioFact Pro.
Annotations the server declares
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
- readOnlyHint: true
stock_earningsThe latest cited AI Earnings Report for one stock (or a stable period with `period`).No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
- The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
Description, as the server wrote it
The latest cited AI Earnings Report for one stock (or a stable period with `period`). Requires FolioFact Pro.
Annotations the server declares
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
- readOnlyHint: true
stock_financialsFinancial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields).No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
- The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
Description, as the server wrote it
Financial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro.
Annotations the server declares
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
- readOnlyHint: true
stock_insidersRecent Form 4/5 insider transactions for one company.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
- The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
Description, as the server wrote it
Recent Form 4/5 insider transactions for one company. Requires FolioFact Pro.
Annotations the server declares
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
- readOnlyHint: true
stock_optionsDaily 30-day implied volatility history for one company.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
- The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
Description, as the server wrote it
Daily 30-day implied volatility history for one company. Requires FolioFact Pro.
Annotations the server declares
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
- readOnlyHint: true

Only reads 6Looks things up and changes nothing.Claude Code: allow

compare_stocksAligned multi-stock comparison: valuation, latest financial point, fund conviction, and insider activity.No findings
Why it is in this group
- The name "compare_stocks" says "compare": a word for reading.
Description, as the server wrote it
Aligned multi-stock comparison: valuation, latest financial point, fund conviction, and insider activity. Requires FolioFact Pro.
Annotations the server declares
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
- readOnlyHint: true
fetch_pageFetches an allowlisted public page as markdown/text: published blog posts (/blog/:slug), static pages (e.g.Reads text others writeNo findings
Why it is in this group
- The name "fetch_page" says "fetch": a word for reading.
What it can reach
- untrusted-inputThe description's first sentence says "fetch" and "post": it reads posts, which other people can write.
Description, as the server wrote it
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).
Annotations the server declares
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
- readOnlyHint: true
get_fundOne fund's latest filing and its investors.No findings
Why it is in this group
- The name "get_fund" says "get": a word for reading.
Description, as the server wrote it
One fund's latest filing and its investors.
Annotations the server declares
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
- readOnlyHint: true
get_investorOne investor's portfolio links (funds they run or back) and featured fund.No findings
Why it is in this group
- The name "get_investor" says "get": a word for reading.
Description, as the server wrote it
One investor's portfolio links (funds they run or back) and featured fund.
Annotations the server declares
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
- readOnlyHint: true
get_stockOne company as held by tracked funds: holders, values, and last-quarter moves.No findings
Why it is in this group
- The name "get_stock" says "get": a word for reading.
Description, as the server wrote it
One company as held by tracked funds: holders, values, and last-quarter moves.
Annotations the server declares
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
- readOnlyHint: true
searchBounded cross-domain search: funds by name, stocks by ticker/name, and insider transactions by owner.No findings
Why it is in this group
- The name "search" says "search": a word for reading.
Description, as the server wrote it
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.
Annotations the server declares
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
- readOnlyHint: true

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Exfil surface

Which tools read private data, which read text someone else can write, and which can send data out. One of each is a path a prompt injection can use.

No private-data, untrusted-input, outbound path in this server alone: no tool is tagged private-data or outbound.

Reads private data0: Reads files, mail, messages, databases, secrets, calendars or repositories.
Reads text others write1: Brings in text someone else can write: web pages, inbound email, messages, issues and comments.; fetch_page
Can send data out0: Can carry data to people or systems: it sends, posts or publishes, or takes a recipient, channel or URL.

Other servers in the same agent add their own tools to these paths. Audit your whole setup to see them together.

Remote posture

What anyone on the internet sees at the remote endpoint: an anonymous initialize and tools/list, and the public OAuth metadata.

Looked at Oct 22, 2026, 14:32 UTC, unchanged since Oct 22, 2026. No credentials were sent and no tool was called. What is looked at.

Reachable: yes
HTTP status of an anonymous initialize: 200
tools/list served without credentials: yes
Tools that change things, listed without credentials: 7
Protocol version: 2025-06-18
WWW-Authenticate on 401: not observed
resource_metadata in WWW-Authenticate: none
RFC 9728 protected resource metadata: https://foliofact.com/.well-known/oauth-protected-resource/mcp
Authorization servers: https://foliofact.com
Legacy HTTP+SSE transport: no
Dynamic client registration: yes
Client ID metadata documents: yes

WarnThe whole server
The endpoint served tools/list without credentials, and the list has 7 tools that change things (7 write). Whether a call also works without credentials was not tested: tools are never called.
Matched text
https://foliofact.com/mcp: tools/list returned 13 tools to an anonymous client, including fund_holdings (write), fund_history (write), insider_feed (write), stock_earnings (write), stock_financials (write) and 2 more
What this check looks for

Install

Pinned to version 1.0.0. Values in angle brackets are yours to fill in.

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

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change or a way out, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json

{
  "permissions": {
    "allow": [
      "mcp__foliofact__search",
      "mcp__foliofact__get_fund",
      "mcp__foliofact__get_stock",
      "mcp__foliofact__get_investor",
      "mcp__foliofact__fetch_page",
      "mcp__foliofact__compare_stocks"
    ],
    "ask": [
      "mcp__foliofact__fund_holdings",
      "mcp__foliofact__fund_history",
      "mcp__foliofact__insider_feed",
      "mcp__foliofact__stock_earnings",
      "mcp__foliofact__stock_financials",
      "mcp__foliofact__stock_insiders",
      "mcp__foliofact__stock_options"
    ],
    "deny": []
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. A read that can send data out (it takes a URL, say) asks first too. It assumes the server is installed as foliofact. Review it before you use it.

Capability tags behind 1 rule

mcp__foliofact__fetch_page untrusted-input

Keep track

Get told when this server's tools change: a new tool, a new description, a new class.

https://anlyon.dev/servers/com.foliofact/foliofact/changes.xml

An Atom feed. Works in any feed reader or Slack's RSS app.

Anlyon alternative

7 of these tools change something. Run those as governed actions.

Declare what an action changes, and Anlyon puts it under a shared limit, binds every approval to the exact request, and grades the outcome. It works on any HTTPS API you can describe as an action.

Anlyon does not run, proxy or govern this MCP server. A tool your own code calls directly is not routed through Anlyon and is not governed by it.

Import an OpenAPI spec →

Compare with other servers for the same product.

Source: MCP Registry. Synced Oct 21, 2026, 17:55 UTC.

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