fintel-data

name

fintel-data

description

Query Fintel (fintel.io) institutional market intelligence via the REST API at https://api.fintel.io/v1 with FINTEL_API_KEY (X-API-KEY header), or the official MCP server at https://mcp.fintel.io/mcp. Read-only data: short interest, borrow rate/fee and shares available to borrow, daily short volume, fails-to-deliver (FTD), institutional ownership from SEC 13F filings, insider transactions from SEC Form 3/4/5, analyst price targets, ratings and forecasts, dividends and earnings history, earnings and dividend calendars, EOD price bars, last trade price, security master lookup by ticker/CUSIP/ISIN/FIGI, leaderboards, watchlists and alerts. Triggers: "fintel", "fintel.io", short interest, short squeeze data, borrow rate, cost to borrow, shares available to borrow, FTD, fails to deliver, short volume, 13F holders, institutional owners, who owns X, insider buying, insider selling, Form 4 transactions, analyst price target, days to cover, short interest ratio.

Fintel Data Skill

Fintel (fintel.io) is an institutional-grade market intelligence platform. Its strongest datasets are the ones most other providers lack: short interest, borrow rates, short volume, fails-to-deliver, 13F institutional ownership, and insider transactions.

Fintel exposes two surfaces backed by the same data contract:

Surface	Endpoint	Auth	Best for
REST	https://api.fintel.io/v1/*	X-API-KEY header	Default — curl from any CLI agent
MCP	https://mcp.fintel.io/mcp	X-API-KEY header	MCP-native clients, tool auto-discovery

Both require a Fintel API key. This skill is READ-ONLY — only call GET endpoints. The API also exposes write endpoints (create/delete stock lists, alert subscriptions, teams); do not call them.

---

Step 1: Resolve FINTEL_API_KEY

The skill resolves FINTEL_API_KEY in this order:

1. FINTEL_API_KEY environment variable
2. FINTEL_API_KEY in .env in the current directory
3. FINTEL_API_KEY in .env at the git repo root (so a worktree inherits the key from the main checkout)

!`if [ -n "$FINTEL_API_KEY" ]; then echo "KEY_FROM_ENV_VAR"; elif [ -f .env ] && grep -qE "^FINTEL_API_KEY=" .env; then echo "KEY_FROM_LOCAL_DOTENV:$(pwd)/.env"; else GIT_COMMON=$(git rev-parse --path-format=absolute --git-common-dir 2>/dev/null); if [ -n "$GIT_COMMON" ]; then ROOT=$(dirname "$GIT_COMMON"); if [ -f "$ROOT/.env" ] && grep -qE "^FINTEL_API_KEY=" "$ROOT/.env"; then echo "KEY_FROM_ROOT_DOTENV:$ROOT/.env"; else echo "KEY_NOT_SET"; fi; else echo "KEY_NOT_SET"; fi; fi`

Then act on the result:

• KEY_FROM_ENV_VAR — use $FINTEL_API_KEY directly in curl calls.
• KEY_FROM_LOCAL_DOTENV:<path> / KEY_FROM_ROOT_DOTENV:<path> — load once before calling:

  export FINTEL_API_KEY=$(grep -E "^FINTEL_API_KEY=" <path> | head -1 | cut -d= -f2- | sed 's/^["'\'']//;s/["'\'']$//')
  

• KEY_NOT_SET — ask the user for their key. Keys come with a Fintel API plan (fintel.io, docs at api.fintel.io/docs). They can either export FINTEL_API_KEY="..." or add FINTEL_API_KEY=... to .env at the repo root (preferred for worktrees).

---

Step 2: Resolve the Security

Most endpoints are addressed by {country}/{symbol} — an ISO country code plus ticker, e.g. us/AAPL. Default to us when the user gives only a ticker.

If the ticker is ambiguous or the user gives a company name, CUSIP, ISIN, or FIGI, resolve it first:

# name / ticker / CUSIP / ISIN / FIGI search
curl -s -H "X-API-KEY: $FINTEL_API_KEY" "https://api.fintel.io/v1/securities?query=apple&country=us"
# exact identifier lookup (type: cusip, isin, ticker, id)
curl -s -H "X-API-KEY: $FINTEL_API_KEY" "https://api.fintel.io/v1/identifiers/isin/US0378331005"

---

Step 3: Match the Request to an Endpoint

User wants	Endpoint	Notes
Short interest, days to cover	/v1/securities/{country}/{symbol}/short-interest	Trailing year, NYSE/NASDAQ-reported. Limited availability — must be enabled per account; 403 means not entitled
Borrow rate, cost to borrow, shares available	/v1/securities/{country}/{symbol}/borrow-rate	Latest securities-lending fee rate, rebate rate, shares available
Daily short volume	/v1/securities/{country}/{symbol}/short-volume	Trailing year: short, short-exempt, total volume
Fails-to-deliver / FTD	/v1/securities/{country}/{symbol}/fails-to-deliver	Trailing-year SEC FTD records (US only)
Institutional owners / 13F holders	/v1/securities/{country}/{symbol}/owners	Current SEC 13F-derived holders
Insider transactions / Form 4	/v1/securities/{country}/{symbol}/insiders	SEC Form 3/4/5-derived; count param
Analyst price targets	/v1/securities/{country}/{symbol}/price-targets	High, low, mean, median
Analyst buy/hold/sell ratings	/v1/securities/{country}/{symbol}/analyst-ratings	Aggregated recommendations
Revenue / EPS forecasts	/v1/securities/{country}/{symbol}/forecast	Aggregated analyst estimates
EOD price history	/v1/securities/{country}/{symbol}/eod	period: 1m, 3m, 6m, 1y (default), 2y, 3y, 5y, all
Latest price + derived stats	/v1/securities/{country}/{symbol}/last-price	52w high/low, WTD/MTD/YTD change; falls back to EOD close with meta.warnings=["quote_stale"]
Dividend history	/v1/securities/{country}/{symbol}/dividends
Earnings history and surprises	/v1/securities/{country}/{symbol}/earnings
Upcoming earnings (one stock / market-wide)	or

Full parameter details, country/exchange discovery endpoints, and more curl examples: read references/api-reference.md.

---

Step 4: Call the API

curl -s -H "X-API-KEY: $FINTEL_API_KEY" \
  "https://api.fintel.io/v1/securities/us/AAPL/short-volume" | python3 -m json.tool

• Success responses are JSON; some carry a meta object (warnings, freshness, status). Surface meta.warnings to the user when present.
• Errors return {"error": {"code": "...", "message": "..."}} — e.g. unauthorized (bad/missing key), 403 (dataset not enabled for the account, common for short-interest), 503 not_available (ranking service down — retry later, don't treat as empty data).
• Usage is metered per account — batch thoughtfully; don't poll.

---

Step 5: MCP Alternative (Optional)

For MCP-native setups, the same tools are discoverable from the official server (tool names like fintel.get_short_interest, fintel.get_security_owners — REST parity, same entitlements):

claude mcp add --transport http fintel https://mcp.fintel.io/mcp --header "X-API-KEY: your_key_here"

Prefer REST via curl when shell access is available — it needs no setup beyond the key. Use MCP when the user explicitly asks for it or shell access is restricted (note: neither works on Claude.ai's sandbox).

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Step 6: Respond to the User

• Format numbers cleanly: prices to 2 decimals, percentages to 1-2 decimals, share counts with commas or abbreviations (2.3M, 1.1B).
• For short data: contextualize — short interest as % of float, days to cover, borrow fee trend direction. High borrow fee + falling shares available is the classic squeeze setup; present the data, not a prediction.
• For ownership/insiders: use tables (holder, shares, change, date). Distinguish buys from sells and option exercises in Form 4 data.
• Note the data source: "Fintel" with dataset provenance (SEC 13F, Form 3/4/5, NYSE/NASDAQ short reports) when relevant.
• Never turn the data into a trading recommendation, price target, or squeeze call — present facts and let the user draw conclusions.

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Reference Files

• references/api-reference.md — full REST endpoint reference: all GET endpoints with parameters, defaults, limits, error semantics, MCP tool name mapping, and curl examples.