Pipeworx Fintech Analyst

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

Security Scan

The skill's declared purpose (fintech analysis) matches the listed tools, but the runtime instructions direct the agent to an external MCP gateway (gateway.pipeworx.io) with no provenance or privacy explanation — this is unexpected and worth caution.

Purpose & Capability

Name/description, tool names, and listed data sources (EDGAR, CFPB, FDIC, market data) are consistent with a fintech analysis skill. However, the SKILL.md points to an external MCP gateway (https://gateway.pipeworx.io/mcp?task=fintech%20analysis) instead of directly calling public APIs; that is a design choice that should be justified (who runs the gateway, what data is sent to it). The mention of AlphaVantage and FRED without required credentials is plausible if the gateway proxies those services, but the lack of transparency is notable.

Instruction Scope

SKILL.md is instruction-only and includes a config snippet that registers an external MCP server. That means runtime behavior will route queries and possibly user data to gateway.pipeworx.io. The file does not define what data is forwarded, how errors are handled, or any privacy/usage terms. Tool descriptions are truncated/incomplete in places and reference 'ask_pipeworx' without defining it. There are no explicit instructions to read local files or env vars, but the implicit external network calls create a data-exfiltration risk if sensitive context is included in queries.

Install Mechanism

No install spec and no code files — instruction-only skill. This minimizes disk persistence and local code execution risk.

Credentials

The skill requests no environment variables or credentials, which is coherent only if the external gateway handles any upstream API keys. If the gateway requires or uses its own credentials, that is not documented. The lack of required credentials could be acceptable, but you should confirm where API keys (e.g., AlphaVantage) are hosted and whether any of your data or queries will be logged by the gateway.

Persistence & Privilege

always is false and the skill is user-invocable. It does not request permanent agent-wide privileges or modify other skills. It does encourage use of 'remember/recall' which would store intermediate findings in agent memory — consider whether you want those saved.

What to consider before installing

This skill looks like a wrapper that routes fintech queries through an external service (gateway.pipeworx.io). Before installing, ask the publisher these questions: (1) Who operates gateway.pipeworx.io and where is data logged/stored? (2) Does the gateway proxy external APIs (AlphaVantage/FRED) and hold API keys on your behalf? (3) What user data (prompts, context, memory) is sent to the gateway and how long is it retained? If you proceed, test with non-sensitive queries first, avoid including secrets or proprietary documents in prompts, and consider disabling or clearing agent memory (remember/recall) for this skill until you have clear privacy/security terms.

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

Setup

{
  "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