Pipeworx Fintech Analyst

Provides comprehensive fintech company and bank financial analysis using SEC filings, CFPB complaints, FDIC data, and market snapshots.

FinTech Intel MCP — Compound tools that chain SEC, CFPB, FDIC,

Setup

json

{
  "mcpServers": {
    "fintech-intel": {
      "url": "https://gateway.pipeworx.io/mcp?task=fintech%20analysis"
    }
  }
}

Compound tools (start here)

These combine multiple data sources into one call:

Tool	Description
fintech_company_deep_dive	Complete company financial analysis in one call — SEC filings (10-K), stock quote, company overview,
fintech_bank_health_check	Bank health assessment — FDIC institution lookup, financials, recent industry failures, consumer com
fintech_market_snapshot	Financial market conditions dashboard — CFPB complaint trends, FDIC banking industry summary, and op

Individual tools

For granular queries, these are also available:

Tool	Description
edgar_search_filings	Full-text search across all SEC EDGAR filings. Search by keyword, company name, or topic. Optionally
edgar_company_filings	Get recent SEC filings for a specific company. Accepts a ticker symbol or CIK number. Optionally fil
edgar_company_facts	Get structured XBRL financial data for a company by CIK. Returns key financial metrics like revenue,
edgar_company_concept	Get a specific financial metric over time for a company. Returns all reported values across filings
edgar_ticker_to_cik	Look up a company CIK number from its ticker symbol. The CIK is needed for other EDGAR tools.
cfpb_search_complaints	Search the CFPB consumer complaint database. Filter by keyword, company, product category, and date
cfpb_company_complaints	Get recent consumer complaints for a specific company, sorted by newest first. Returns complaint det
cfpb_get_complaint	Get full details for a single consumer complaint by its complaint ID number.
cfpb_top_companies	Get the companies with the most consumer complaints in a given date range. Useful for identifying wh
cfpb_product_breakdown	Get complaint counts broken down by product category. Optionally filter by company and/or date range
fdic_search_institutions	Search for FDIC-insured banks and institutions by name. Returns institution name, CERT number, city,
fdic_get_institution	Get detailed information for a specific FDIC-insured bank by its CERT (certificate) number. Returns
fdic_financials	Get financial call report data for a bank by CERT number. Returns quarterly financial metrics includ
fdic_failures	List FDIC bank failures, sorted by most recent. Optionally filter by date range. Returns bank name,
fdic_summary	Get aggregate industry summary data for all FDIC-insured institutions for a given reporting date. Re

Data sources

• Edgar: EDGAR MCP — SEC EDGAR public APIs (free, no auth)
• Cfpb: CFPB MCP — Consumer Financial Protection Bureau complaint database (free, no auth)
• Fdic: FDIC MCP — FDIC BankFind Suite API (free, no auth)
• Alphavantage: Alpha Vantage MCP — Stock market data, fundamentals, and earnings
• Fred: FRED MCP — Federal Reserve Economic Data (St. Louis Fed)

Tips

• Start with compound tools — they handle errors and combine data automatically
• Use ask_pipeworx if you're unsure which tool to use
• Use remember/recall to save intermediate findings