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VerityData MCP Connector

The VerityData MCP Connector provides access to a growing library of AI-ready data, including VerityData's analyst research, filings search and structured datasets for Insider Activity, Management Changes, Buybacks & ATM offerings, Institutional Holdings, and more.

Access and Authentication

The VerityData MCP Connector is supported for: Claude, ChatGPT, Copilot and Perplexity. Support for Gemini is planned.

The connector authenticates via OAuth. A valid VerityData username and password is required. If you do not have a username and password contact your account representative or reach out to datafeeds@verityplatform.com.

Below are the steps to add VerityData as a custom connector to Claude Pro.

  1. Go to Customize → Connectors → + (Add custom connector)
  2. Enter a name and paste in the MCP server URL: https://mcp.insiderscore.com/mcp
  3. Click Add. You will be redirected to the VerityData login flow. Enter your VerityData username and password.

Tools

Research

  • get_research – Verity research notes and articles

Company Events

  • get_company_events – Notable company events (positive/negative events, management changes, buybacks, grants)
  • get_company_events_evcodes – Event codes and types for filtering company events

Insider Activity

  • get_insider_transactions – Insider trading activity (purchases, sales, etc. with notable event flags)
  • tenb5_plans – Details on 10b5-1 trading plans
  • get_monthly_macro_stats — Retrieves monthly insider statistics aggregated by industries or indexes
  • get_quarterly_macro_stats — Retrieves quarterly insider statistics aggregated by industries or indexes

Management Changes

  • mcevents_summary – Summary of management changes (hires/departures by position)
  • mcevents_detailed – Detailed management change events

Capital Management Programs

  • atm_announce – ATM (At-The-Market) program announcements
  • atm_sales – ATM program sales data
  • buyback_announce – Share buyback program announcements
  • buyback_quarterly – Quarterly buyback activity and effectiveness
  • buyback_special_plans – Details on special buyback structures: ASRs, Dutch auctions, tender offers, and private repurchases

Institutional Holdings

  • get_fund_stats — Returns stats (shares bought/sold, position changes) for an institution
  • get_fund_holdings — Returns holdings for a specific fund or institution for a given quarter
  • company_fund_stats — Returns stats (number of holders, total value) about a company's ownership
  • company_fund_holders — Returns the institutional funds that hold positions in a specified company for a given quarter
  • superfund_overview — Returns summary/overview data for a specific SuperFund
  • superfund_holdings — Returns the holdings of a SuperFund with optional detailed breakout of underlying fund positions
  • superfund_list — Lists available SuperFunds (curated InsiderScore portfolios and user-created ones)

Filings

  • get_filing_list – Lists SEC filings for a company, filterable by form type and date
  • get_latest_filing – Returns the most recent filing of a specific form type fro a company
  • get_filing_content – Retrieves the full or partial text of a specific SEC filing, with optional diff/change tracking
  • get_tlitem_map – Returns the top-level item map for a given form type (e.g. maps "risk" → "Item 1A. Risk Factors")
  • get_risk_factor_counts – Returns counts of new, changed, added, and deleted risk factors for a list of companies in a given year
  • search_filings – Full-text keyword search across SEC filing content, with filters for form type, section, and change type
  • infilings_report — Returns AI-generated reports on 10-K, 10-Q, Proxy, and IPO filings
  • get_filing_exhibit_list — Lists the exhibits attached to a specific SEC filing

Earnings Transcript Sentiment

  • earnings_transcript_info — Returns data on earnings call transcripts: date, quarter, sentiment, and challenging exchanges.
  • earnings_transcript_report — Returns AI-generated summaries and reports of earnings call transcripts, with sentiment and challenging exchange analysis
  • future_earnings_dates — Returns upcoming earnings dates for companies

Compensation

  • get_annual_incentive_plans — Retrieves annual (short-term) executive incentive plan details, including performance metrics and modifiers
  • get_longterm_incentive_plans — Retrieves long-term incentive plan details for executives
  • get_stock_grants — Returns stock and option grant information disclosed via SEC filings
  • get_peer_compensation — Returns a company's disclosed peer group and compensation consultant

New Issues

  • ipo_plans — Domestic IPO data
  • stock_lockups — Lockup expiration details for IPOs

Reference

  • get_company_info – Get company name/sector/industry/market cap from ticker
  • get_10kq_cover_page_data – Get the data from the cover page of a company's 10-K or 10-Q filing (e.g., shares outstanding)
  • get_industry_tickers – Get tickers for companies in an industry/sector
  • get_watchlist_tickers – Get tickers from your personal watchlist
  • get_watchlist_insiders – Get insiders from your personal watchlist

Skills

Skill Description
Idea Discovery Dashboard Interactive dashboard surfacing VerityData research briefs across six curated Spotlight views — positive/negative sentiment signals, unusual compensation, sector themes, behavioral themes, and peer-to-peer themes View Sample
13F Flow Map Four-quadrant bubble scatterplot plotting institutional accumulation vs. change in holder breadth across a set of stocks for a given quarter View Sample
Risk Factor Change Table Sortable HTML table showing how each company in a set changed its SEC Item 1A risk factors in the latest 10-K/10-Q vs. the prior annual filing View Sample
Incentive Tear Sheet Single-page executive compensation tear sheet — AIP/LTIP metrics, weights, targets vs. actuals, pay mix, and realized bonus for a single company View Sample RYTM View Sample WTW
Incentive Orientation Table Sortable cross-sectional table comparing how management teams across a fund, watchlist, or sector are incentivized (profitability vs. growth vs. shareholder return) View Sample
New LTIP Metrics Screen for companies that introduced a new long-term incentive metric in their latest grant cycle vs. the prior one View Sample

To install a skill, click to download it, and go to Customize → Skills → Create skill → Upload a skill in Claude Pro.

To install all the skills at once download the Plugin and go to Customize → Personal Plugins Add + → Upload plugin in Claude Pro.

Best Practices

Enable the VerityData Tools

After connecting the VerityData MCP, go to your Claude settings and confirm the VerityData connector is showing as active. If a data request fails or Claude responds from general knowledge instead of pulling Verity data, this is the first thing to check.

  • Web search: Turn on to let Claude supplement Verity data with news and company context.
  • Files feature preview: Turn on so Claude can produce Excel, Word, PDF, and PowerPoint deliverables.
  • Multiple connectors: If you have other MCP sources connected (market data, news), Claude can combine data from multiple connectors in a single response.

Set Your Preferences

  • Work description: Select a finance-related option under “what best describes your work” so Claude calibrates responses to your expertise level.
  • Personal preferences: Use this field for standing instructions: tickers you follow, output formats, coverage areas. Applies across all conversations.
  • Memory: Lets Claude remember preferences across sessions. Check with your compliance team before enabling.
  • Projects: For repeat workflows, Projects let you set persistent instructions and upload reference documents. Optional but worth exploring.

Working with the Tools

  • Be specific: Specify ticker symbols, time periods, and data types (insider transactions, research briefs, buyback activity, SEC filings).
  • Name your output: Say “give me this in Excel” or “build a dashboard” so Claude routes to the right format.
  • Combine and stack: Pull from multiple connectors and across multiple tickers in a single request.
  • Iterate, don’t restart: Refine with follow-ups like “remove the exercise-and-sales” or “narrow to 90 days.”
  • Research briefs: Written by the VerityData research team — a data source, not something Claude generates. Pull, summarize, filter, or incorporate them into analysis.

Usage Awareness

Simple data pulls are lightweight. Multi-ticker requests that combine several tools and generate formatted outputs (dashboards, workbooks, reports) use significantly more. This doesn’t mean you should avoid complex workflows — just be aware they consume more on plans with usage limits or metered billing. Breaking large requests into smaller steps across separate conversations can help.

Troubleshooting

  • No data returned: Check that the VerityData connector is active. Verify the ticker symbol and time period.
  • Claude doesn’t use the tools: Mention VerityData by name or reference specific data types so Claude routes to the MCP.
  • Output looks wrong: Tell Claude what to fix in a follow-up rather than starting over.
  • Slow responses: Multi-tool, multi-ticker requests take longer due to sequential data calls. Normal.
  • Skill not applied: Make sure you’re in the Project where the skill is uploaded. Skills aren’t available outside their Project.