# FolioFact

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

- name: com.foliofact/foliofact
- version: 1.0.0
- connection class: R0 (autonomous)
- trust: 80/100 flags: no-repository
- quality: 96/100 (strong)
- owner: not claimed
- descriptor: https://api.protogrid.dev/v1/servers/com.foliofact%2Ffoliofact
- tools: https://api.protogrid.dev/v1/servers/com.foliofact%2Ffoliofact/tools

**An agent can connect right now, no human step.** Remote endpoint, no authentication, reachable on the last probe.

## Connection (mcpServers)

```json
{
  "mcpServers": {
    "foliofact": {
      "type": "http",
      "url": "https://foliofact.com/mcp",
      "headers": {
        "X-Api-Key": "${X_API_KEY}"
      }
    }
  }
}
```

Placeholders to fill: `${X_API_KEY}`.

## Trust

- hygiene: 80
- liveness: 100
- freshness: 85
- provenance: 55
- drivers: +dns-namespace +website +reachable +uptime-100% ~updated-77d-ago -no-repository
- Derived from observable signals (official registry feed and our own credential-free probes); no code audit performed.

## Quality 96/100 (strong)

### protocol: 88 (weight 25)

- pass `protocol.modern`: supports 2026-07-28 (server/discover)
- pass `protocol.stateless`: answers without a session
- pass `protocol.transport`: streamable HTTP
- warn `protocol.list_ttl`: tools/list declares ttlMs 0, so clients re-fetch it on every use

### authorization: n/a (weight 15)

- n/a `auth.prm`, `auth.as_metadata`, `auth.cimd`: no remote uses OAuth
- n/a `auth.secret_in_url`: no templated URL

### tool hygiene: 100 (weight 30)

- pass `tools.descriptions`: every tool has a description
- pass `tools.description_length`: descriptions are concise
- pass `tools.schemas`: every tool has an object input schema
- pass `tools.annotations`: 13 of 13 tools declare readOnlyHint or destructiveHint
- pass `tools.directory_hints`: every tool declares readOnlyHint, destructiveHint, idempotentHint and openWorldHint
- pass `tools.token_cost`: about 1,531 tokens to load every tool
- pass `tools.api_dump`: tools are not a one-to-one API dump

### stability: 100 (weight 15)

- pass `stability.changes`: 3 tool changes in 30 days
- pass `stability.rug_pull`: no tool changed its meaning under the same name

### dependencies: n/a (weight 15)

- n/a `deps.known_vulns`, `deps.mcp_sdk_version`, `deps.resolvable`: no npm or PyPI package

- tools: 13, about 1,531 tokens to load them all
- tool set hash: aa5c434ed222dd74e0078a0d16eb3e07
- tools last changed: 2026-09-24T21:18:27.768Z
- badge: [![protogrid quality](https://protogrid.dev/badge/com.foliofact/foliofact.svg)](https://protogrid.dev/servers/com.foliofact/foliofact)
- Checks run on what our credential-free, read-only probes observe; tools are never called and no code audit is performed.

### Tool changes

- 2026-09-24 `compare_stocks` changed (outputSchema)
- 2026-09-24 `stock_financials` changed (outputSchema)
- 2026-09-24 `fund_holdings` changed (outputSchema)

Full history: https://api.protogrid.dev/v1/servers/com.foliofact%2Ffoliofact/changes

## Remotes

- https://foliofact.com/mcp (streamable-http, auth none, reachable true, uptime30d 1)

## Packages

_none_

## Tools (13)

- `compare_stocks`: Aligned multi-stock comparison: valuation, latest financial point, fund conviction, and insider activity. Requires FolioFact Pro.
- `fetch_page`: 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).
- `fund_history`: Quarter-by-quarter filing history and a summary (turnover, concentration, favorites).
- `fund_holdings`: A fund's current portfolio positions with quarter-over-quarter change.
- `get_fund`: One fund's latest filing and its investors.
- `get_investor`: One investor's portfolio links (funds they run or back) and featured fund.
- `get_stock`: One company as held by tracked funds: holders, values, and last-quarter moves.
- `insider_feed`: Recent Form 4/5 insider transactions across all held stocks, newest first. Filterable by transaction type and owner. Page 2+ requires FolioFact Pro.
- `search`: 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.
- `stock_earnings`: The latest cited AI Earnings Report for one stock (or a stable period with `period`). Requires FolioFact Pro.
- `stock_financials`: Financial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro.
- `stock_insiders`: Recent Form 4/5 insider transactions for one company. Requires FolioFact Pro.
- `stock_options`: Daily 30-day implied volatility history for one company. Requires FolioFact Pro.