INDIVIDUAL MCP TOOL

who_owns_security

Funds that currently hold a given security (by numeric FundWatcher security id, found in holdings results), ranked by position value, 50/page.

fundwatcher.appnone authenticationAvailability not checked

LIVE ENDPOINT

https://fundwatcher.app/mcp

No auth detected

Connect to this endpoint to inspect the live schema for who_owns_security and invoke it with your own arguments.

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Inferred read-only · medium confidence · heuristic, not a guarantee.

No write-capable action terms were found; this is not proof that invocation has no side effects.

CONNECT WITH APPROVAL

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.fundwatcher]
url = "https://fundwatcher.app/mcp"
enabled = true

Claude Code

.mcp.json

{
  "mcpServers": {
    "fundwatcher": {
      "type": "http",
      "url": "https://fundwatcher.app/mcp"
    }
  }
}

Claude Desktop

Settings → Connectors → Add custom connector

Name: fundwatcher
Remote MCP URL: https://fundwatcher.app/mcp

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "fundwatcher": {
      "url": "https://fundwatcher.app/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

{
  "servers": {
    "fundwatcher": {
      "type": "http",
      "url": "https://fundwatcher.app/mcp"
    }
  }
}

Generic MCP

Client-specific MCP configuration

{
  "name": "fundwatcher",
  "transport": "streamable-http",
  "url": "https://fundwatcher.app/mcp"
}

MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

search_funds — Search the mutual-fund/ETF universe by ticker, fund name, or series id.
get_fund — Full profile for one fund by share-class ticker: objective/strategy, N-CEN attributes, fees, advisers, concentration, trailing returns, sector allocation, and top-10 holdings.
get_fund_holdings — One page of a fund's latest-snapshot portfolio holdings, ranked by position value (50/page; pass `page` to advance).
diff_fund_holdings — Net position changes for a fund between two N-PORT snapshots (opened / exited / increased / decreased).
fund_overlap — Head-to-head portfolio overlap between two funds by ticker: each side's top weighted positions with shared holdings flagged, plus asymmetric coverage scores.
similar_funds — A fund's most-similar peers (substitute candidates) ranked by holdings overlap, with cheaper / different-adviser flags.
security_history — A security's position over time by numeric security id.