ZV-2026-0514 · 2026-08-29 · mcp.holdingsintel.com

mcp.holdingsintel.com: Tool smart_money_digest was removed.

breaking

What changed

Tool smart_money_digest was removed. Field quarter was removed from analyze_stock input; consumers still sending it may be rejected or silently ignored. Enum value early_filers removed from type on find_signals. Enum value alignment removed from type on find_signals. Enum value exits removed from type on find_signals. Enum value fund_track_records removed from type on find_signals. Prompt weekly-digest was removed.

What to do

If your agents call mcp.holdingsintel.com, pin the new snapshot, patch the affected call sites, and let a green contract check confirm the fix. If you don't use the changed tools, nothing is required, but the rest of the ecosystem just learned about it at the same moment you did.

The redline

−  smart_money_digest  Tool smart_money_digest was removed.
−  quarter  Field quarter was removed from analyze_stock input; consumers still sending it may be rejected or silently ignored.
−  type  Enum value early_filers removed from type on find_signals.
−  type  Enum value alignment removed from type on find_signals.
−  type  Enum value exits removed from type on find_signals.
−  type  Enum value fund_track_records removed from type on find_signals.
−  weekly-digest  Prompt weekly-digest was removed.
−  Returns a complete profile of a hedge fund: 5-star quality rating with 7-dimension breakdo…
+  Returns a filing-bound hedge-fund profile with current rating, DNA, and tracked-holdings i…   analyze_fund
+  access  Field access was added to analyze_fund output.
+  data_status  Field data_status was added to analyze_fund output.
+  dimensions  Field dimensions was added to analyze_fund output.
+  dna  Field dna was added to analyze_fund output.
+  dna_scope  Field dna_scope was added to analyze_fund output.
+  filing_sources  Field filing_sources was added to analyze_fund output.
+  fund  Field fund was added to analyze_fund output.
+  portfolio_quarter  Field portfolio_quarter was added to analyze_fund output.
+  provenance  Field provenance was added to analyze_fund output.
+  rating_label  Field rating_label was added to analyze_fund output.
+  rating_scope  Field rating_scope was added to analyze_fund output.
+  recent_moves  Field recent_moves was added to analyze_fund output.
+  star_rating  Field star_rating was added to analyze_fund output.
+  win_rate  Field win_rate was added to analyze_fund output.
+  access  Field access was added to analyze_politician output.
+  data_status  Field data_status was added to analyze_politician output.
+  member  Field member was added to analyze_politician output.
+  notable_trades  Field notable_trades was added to analyze_politician output.
+  performance  Field performance was added to analyze_politician output.
+  provenance  Field provenance was added to analyze_politician output.
−  Returns the Smart Money Verdict for a single stock: a synthesized signal from 13F institut…
+  Returns the Smart Money Verdict for a single stock: a synthesized signal from 13F institut…   analyze_stock
+  access  Field access was added to analyze_stock output.
+  confidence  Field confidence was added to analyze_stock output.
+  data_period  Field data_period was added to analyze_stock output.
+  data_status  Field data_status was added to analyze_stock output.
+  provenance  Field provenance was added to analyze_stock output.
+  recent_moves  Field recent_moves was added to analyze_stock output.
+  signals  Field signals was added to analyze_stock output.
+  stock  Field stock was added to analyze_stock output.
+  top_holders  Field top_holders was added to analyze_stock output.
+  verdict_label  Field verdict_label was added to analyze_stock output.
+  verdict_score  Field verdict_score was added to analyze_stock output.
+  who_is_trading  Field who_is_trading was added to analyze_stock output.
−  Backtests cloning a hedge fund's portfolio: builds an equal-weight portfolio of their top …
+  Backtests a disclosed hedge-fund cloning strategy across completed 13F disclosure interval…   clone_fund
+  top_n  Default of top_n on clone_fund changed 10 → 5.
+  access  Field access was added to clone_fund output.
+  data_status  Field data_status was added to clone_fund output.
+  effective_start_quarter  Field effective_start_quarter was added to clone_fund output.
+  excluded_non_actionable_quarters  Field excluded_non_actionable_quarters was added to clone_fund output.
+  fund  Field fund was added to clone_fund output.
+  history_scope  Field history_scope was added to clone_fund output.
+  methodology_version  Field methodology_version was added to clone_fund output.
+  per_quarter_returns  Field per_quarter_returns was added to clone_fund output.
+  price_methodology  Field price_methodology was added to clone_fund output.
+  provenance  Field provenance was added to clone_fund output.
+  rank_by  Field rank_by was added to clone_fund output.
+  requested_start_quarter  Field requested_start_quarter was added to clone_fund output.
+  scenario  Field scenario was added to clone_fund output.
+  source_checked_at  Field source_checked_at was added to clone_fund output.
+  summary  Field summary was added to clone_fund output.
+  top_n  Field top_n was added to clone_fund output.
−  Side-by-side comparison of 2-4 hedge funds: holding overlap (Jaccard similarity), DNA simi…
+  Side-by-side comparison of 2-3 hedge funds on one real common 13F quarter: holding overlap…   compare_funds
+  access  Field access was added to compare_funds output.
+  common_holdings_count  Field common_holdings_count was added to compare_funds output.
+  comparison_quarter  Field comparison_quarter was added to compare_funds output.
+  data_status  Field data_status was added to compare_funds output.
+  dna_scope  Field dna_scope was added to compare_funds output.
+  dna_similarity  Field dna_similarity was added to compare_funds output.
+  funds  Field funds was added to compare_funds output.
+  overlap_matrix  Field overlap_matrix was added to compare_funds output.
+  performance_scope  Field performance_scope was added to compare_funds output.
+  provenance  Field provenance was added to compare_funds output.
+  rating_scope  Field rating_scope was added to compare_funds output.
+  top_common_holdings  Field top_common_holdings was added to compare_funds output.
−  Screens for stocks or fund moves matching a signal type. Use this when the user wants a li…
+  Screens for stocks or fund moves matching a signal type. Use this when the user wants a li…   find_signals
+  limit  Default of limit on find_signals changed 20 → 5.
+  access  Field access was added to find_signals output.
+  data_status  Field data_status was added to find_signals output.
+  page  Field page was added to find_signals output.
+  provenance  Field provenance was added to find_signals output.
+  results  Field results was added to find_signals output.
+  type  Field type was added to find_signals output.
−  Returns large ownership-stake filings (the SEC 13D/13G disclosures — investors crossing th…
+  Returns SEC Schedule 13D/13G large-ownership filings. With no identity filter, returns the…   get_activist_stakes
+  classification  Optional field classification was added to get_activist_stakes; may shift model behaviour.
+  cursor  Optional field cursor was added to get_activist_stakes; may shift model behaviour.
+  filed_from  Optional field filed_from was added to get_activist_stakes; may shift model behaviour.
+  filed_to  Optional field filed_to was added to get_activist_stakes; may shift model behaviour.
+  limit  Optional field limit was added to get_activist_stakes; may shift model behaviour.
+  access  Field access was added to get_activist_stakes output.
+  data_status  Field data_status was added to get_activist_stakes output.
+  page  Field page was added to get_activist_stakes output.
+  provenance  Field provenance was added to get_activist_stakes output.
+  results  Field results was added to get_activist_stakes output.
−  Returns the stock trades disclosed by members of Congress (the STOCK Act financial disclos…
+  Returns official financial disclosures from Congress and the OGE executive-branch feed. It…   get_congress_trades
+  branch  Optional field branch was added to get_congress_trades; may shift model behaviour.
+  cursor  Optional field cursor was added to get_congress_trades; may shift model behaviour.
+  direction  Optional field direction was added to get_congress_trades; may shift model behaviour.
+  filed_from  Optional field filed_from was added to get_congress_trades; may shift model behaviour.
+  filed_to  Optional field filed_to was added to get_congress_trades; may shift model behaviour.
+  limit  Optional field limit was added to get_congress_trades; may shift model behaviour.
+  access  Field access was added to get_congress_trades output.
+  data_status  Field data_status was added to get_congress_trades output.
+  page  Field page was added to get_congress_trades output.
+  provenance  Field provenance was added to get_congress_trades output.
+  results  Field results was added to get_congress_trades output.
−  Returns a hedge fund's full list of disclosed positions (its 13F holdings) for a quarter, …
+  Returns all disclosed positions currently processed for a hedge fund and quarter, paginate…   get_fund_holdings
+  instrument_type  Optional field instrument_type was added to get_fund_holdings; may shift model behaviour.
+  limit  Optional field limit was added to get_fund_holdings; may shift model behaviour.
+  access  Field access was added to get_fund_holdings output.
+  data_status  Field data_status was added to get_fund_holdings output.
+  filing  Field filing was added to get_fund_holdings output.
+  fund  Field fund was added to get_fund_holdings output.
+  holdings  Field holdings was added to get_fund_holdings output.
+  instrument_type  Field instrument_type was added to get_fund_holdings output.
+  page  Field page was added to get_fund_holdings output.
+  price_data_through  Field price_data_through was added to get_fund_holdings output.
+  provenance  Field provenance was added to get_fund_holdings output.
−  Returns corporate insider buys and sells (the SEC Form 4 disclosures — officers, directors…
+  Returns completed current corporate-insider non-derivative Form 4 transactions filed since…   get_insider_trades
+  cursor  Optional field cursor was added to get_insider_trades; may shift model behaviour.
+  direction  Optional field direction was added to get_insider_trades; may shift model behaviour.
+  filed_from  Optional field filed_from was added to get_insider_trades; may shift model behaviour.
+  filed_to  Optional field filed_to was added to get_insider_trades; may shift model behaviour.
+  limit  Optional field limit was added to get_insider_trades; may shift model behaviour.
+  trade_class  Optional field trade_class was added to get_insider_trades; may shift model behaviour.
+  access  Field access was added to get_insider_trades output.
+  data_status  Field data_status was added to get_insider_trades output.
+  page  Field page was added to get_insider_trades output.
+  provenance  Field provenance was added to get_insider_trades output.
+  results  Field results was added to get_insider_trades output.
−  Returns the list of available quarters in the dataset, plus the most recent.

WHEN TO USE:…
+  Returns every processed 13F quarter with reported and prior-quarter filer counts, a defaul…   list_quarters
+  access  Field access was added to list_quarters output.
+  data_status  Field data_status was added to list_quarters output.
+  latest  Field latest was added to list_quarters output.
+  latest_reported  Field latest_reported was added to list_quarters output.
+  provenance  Field provenance was added to list_quarters output.
+  quarters  Field quarters was added to list_quarters output.
−  Resolves a fund name (or partial name) to a CIK. Use this to find the CIK before calling a…
+  Searches funds by name and returns canonical CIKs for discovery or disambiguation.

WHEN T…   search_filers
+  access  Field access was added to search_filers output.
+  data_status  Field data_status was added to search_filers output.
+  provenance  Field provenance was added to search_filers output.
+  results  Field results was added to search_filers output.
−  Resolves a ticker or company name to a CUSIP. Use this to find the CUSIP before calling an…
+  Searches stocks by ticker or company name and returns canonical security identities.

WHEN…   search_securities
+  access  Field access was added to search_securities output.
+  data_status  Field data_status was added to search_securities output.
+  provenance  Field provenance was added to search_securities output.
+  results  Field results was added to search_securities output.
+  add_saved_list_item  Tool add_saved_list_item was added.
+  create_saved_list  Tool create_saved_list was added.
+  delete_saved_list  Tool delete_saved_list was added.
+  get_13f_activity  Tool get_13f_activity was added.
+  get_my_mcp_status  Tool get_my_mcp_status was added.
+  get_saved_list  Tool get_saved_list was added.
+  get_stock_holders  Tool get_stock_holders was added.
+  list_saved_lists  Tool list_saved_lists was added.
+  remove_saved_list_item  Tool remove_saved_list_item was added.
+  rename_saved_list  Tool rename_saved_list was added.
+  update_saved_list_item_notes  Tool update_saved_list_item_notes was added.
−  Returns a single politician's profile, trading performance, and notable trades, based on t…
+  Returns a single politician's profile, trading performance, and notable trades, based on t…   analyze_politician
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