Guide

How to use CapitalSnitch

Two ways — use whichever you like, or both. Same data, same account, same plan.

Way 1 · With your AI

Add CapitalSnitch to Claude, ChatGPT, Grok, Copilot or any AI agent, then just ask in plain English. Your AI can even sign you up and manage your plan.

Connect your AI →
Way 2 · In your browser

No AI needed: search any company for a full report, run the insider buying screener and smart cluster screens, look up any fund's 13F portfolio, see earnings with insider buying, and read the daily briefing — on computer or phone.

Use it in your browser →
Way 1 · With your AISign up through your AI What to askWay 2 · Web dashboardQuestions

Way 1 · Use CapitalSnitch inside your AI

CapitalSnitch is an MCP server — the standard way AI assistants plug into live data. You add it once; after that you just talk to your AI normally and it looks things up in CapitalSnitch when needed, with links to the SEC filings.

CLAUDE · claude.ai, desktop and mobile
  1. Open Settings → Connectors and click Add custom connector.
  2. Name: CapitalSnitch · URL: your personal address (create a free account first — or start with the public address below).
  3. Start a chat, check CapitalSnitch is switched on in the tools menu, and ask a question.
CHATGPT · Plus, Pro, Team
  1. Open Settings → Apps & Connectors → Advanced and turn on Developer mode.
  2. Click Create. Name: CapitalSnitch · URL: your personal address (create a free account first — or start with the public address below) · Authentication: none.
  3. In a chat, pick CapitalSnitch from the + menu and ask a question.
GROK, COPILOT, GEMINI, CURSOR, VS CODE, CLAUDE CODE, AI AGENTS

Add a remote MCP server (Streamable HTTP) with your personal address. For API agents you can also use https://capitalsnitch.com/mcp with the header Authorization: Bearer cs_… (the part after /mcp/k/ in your address). Machine-readable instructions for agents: capitalsnitch.com/llms.txt.

Just want to try it? Use the public address https://capitalsnitch.com/mcp — no account, a few questions a day. Your personal address (free account) gives you more and keeps your plan.

Sign up, pay and manage your plan — all through your AI

  1. Connect the public address https://capitalsnitch.com/mcp to your AI (steps above).
  2. Say: "Sign me up for CapitalSnitch Analyst, monthly, with Apple Pay."
  3. Your AI shows you the key terms and asks you to agree, then asks for your email.
  4. Read it the 6-digit code we email you.
  5. It gives you your personal address and — for a paid plan — a one-tap payment link (Apple Pay, Google Pay, card) or the exact crypto payment. Your plan turns on automatically when paid.
  6. Replace the public address in your connector settings with your personal one. Done.

Later just ask: "What plan am I on?", "Upgrade me to Edge", "Renew with USDC", "Give me a link to cancel". Account questions never count toward your daily limit.

What to ask your AI

Copy any of these into a chat. Mention CapitalSnitch the first time so your AI knows to use it.

Insider activity
Is insider activity at NVDA bullish or bearish right now? Explain the score and show the trades.
Which CEOs and CFOs bought their own company's stock in the last two weeks?
Find companies where 3 or more insiders made open-market purchases in the last 60 days. Flag anything that looks like a batch and rank by conviction.
Which stocks have early insider buying that is picking up but isn't crowded yet? Explain how you measured it.
Are TSLA insiders net buyers or sellers quarter by quarter? Any streak?
What has Jensen Huang bought or sold in the last two years?
Full company picture (Analyst+)
Give me the full CapitalSnitch picture on PLTR: insiders, next earnings, volatility and analyst ratings.
Which companies reporting earnings in the next 2 weeks have insiders been buying?
When does AAPL report earnings, and is the stock calm or volatile right now?
Has SOFI diluted shareholders? List every stock offering and what the price did after each one.
Show PLTR's revenue for the last 8 quarters — is growth speeding up or slowing down? What's the P/E?
Congress trades (free for everyone)
Which members of Congress traded NVDA in the last year? Link the official filings.
What stocks has Nancy Pelosi reported buying or selling recently?
Show this week's congressional stock trades and anyone who reported late.
Funds & institutions (13F)
Who are the biggest institutional holders of PLTR, and did funds add or cut last quarter?
What did Berkshire Hathaway buy and sell last quarter?
Give me the full picture on NVDA: insider trend by quarter, institutional ownership and top holders.
Alerts (Edge)
Alert me by email whenever insiders buy NVDA or PLTR.
Email me any big insider buys across the market, like a CEO buying $1M or more.
What alerts did CapitalSnitch send me today?
Market backdrop
What's the market regime today, and what are the odds of a Fed rate cut at the next meeting?
Give me today's CapitalSnitch daily briefing.
Your account (free, never counts)
Sign me up for CapitalSnitch Analyst, monthly, with Apple Pay.
What CapitalSnitch plan am I on and when does it renew?
Upgrade me to Edge, yearly, paid with USDC.
Give me a link to manage my CapitalSnitch account.

Way 2 · Use the web dashboard (no AI needed)

1 · SEARCH

Company report

Type a ticker or company name. You get the insider score (0–100) with reasons, every insider buy and sell of the past year with SEC links, insider buying & selling by quarter, who owns the stock (13F), key stats (market cap, P/E, dividend), a revenue & profit chart by quarter (Scout+), and — on Analyst and Edge — a written bull & bear analysis, the dilution tracker, earnings date, volatility and analyst ratings.

2 · SCREEN

Insider buying screener

Filter the whole market by time window, role (CEO, CFO, Director…), dollar amount and cluster buying. Click any result for its report.

NEW · SMART SCREENS

Smart clusters, emerging, funds

Cluster buying ranked by conviction with company-plan batches flagged; early insider buying before it gets crowded; and any fund's 13F portfolio and changes (Analyst and Edge).

NEW · INSTANT ALERTS

Alerts by email

Edge: insider buys, big sales and new stock offerings on your watchlist, emailed within about 30 minutes of the filing. Turn on in My account.

3 · PLAN AHEAD

Earnings + insiders

Companies reporting soon where insiders have been buying (Analyst and Edge).

4 · EVERY MORNING

Daily briefing

Market regime, Fed odds and the most notable insider moves on one page (Analyst and Edge) — and by email with your watchlist on Edge.

Create a free account and open the dashboard →

Questions

Do I have to choose one way?

No. It's one account: use your AI on your phone and the dashboard on your computer — both share the same plan and daily questions.

What counts as a question?

Each lookup — one AI tool call or one dashboard report/screen. A typical AI chat uses 1–4. Account and billing questions are free.

Is my connection address safe to share?

No — it works like a password. If it leaks, make a new one on your account page (or ask your AI); the old one stops instantly.

Which AI is best?

Any assistant that supports MCP connectors works. Claude and ChatGPT are the easiest to set up; developers can use any MCP client or agent framework.