get_institutional_holdings — welcome MCP Tool Read-only
get_institutional_holdings
(get institutional holdings) is one of 57 tools on the
welcome
MCP server. Connect the server and your client discovers it on the handshake.
by client
How to call get_institutional_holdings from your client
- Claude Code welcome get_institutional_holdings run in your project directory
- Claude Desktop welcome get_institutional_holdings ~/Library/Application Support/Claude/claude_desktop_config.json
- Cursor welcome get_institutional_holdings ~/.cursor/mcp.json
- VS Code welcome get_institutional_holdings .vscode/mcp.json
- Zed welcome get_institutional_holdings ~/.config/zed/settings.json
- Windsurf welcome get_institutional_holdings ~/.codeium/windsurf/mcp_config.json
- Cline welcome get_institutional_holdings ~/Library/Application Support/Code/User/globalStorage/saoudrizwan.claude-dev/settings/cline_mcp_settings.json
- Gemini CLI welcome get_institutional_holdings ~/.gemini/settings.json
- Grok welcome get_institutional_holdings .mcp.json (in your project root)
- ChatGPT welcome get_institutional_holdings Settings → Connectors → Advanced → Developer mode
- Claude.ai welcome get_institutional_holdings Settings → Connectors → Add custom connector
- LangChain welcome get_institutional_holdings pip install langchain-mcp-adapters
Fastest route
claude mcp add --transport http welcome https://thebalancedinvestorclub.com/api/mcp/mcpOther tools on this server
- start_here
- list_market_moods
- get_mood_for_ticker
- get_today_mood_changes
- get_market_pulse
- get_price_alignment
- get_crypto_price_alignment
- compare_tickers
- list_securities_by
- get_ticker_metadata
- search_instruments
- get_sector_returns
- get_industry_returns
- get_income_statement
- get_balance_sheet
- get_cash_flow
- get_dividends
- get_earnings_estimates
- get_macro_indicators
- get_market_calendar
- get_valuation_inputs
- get_close_history
- get_earnings_transcript
- get_insider_transactions
- get_market_movers
- discover_community_watchlists
- get_watchlist_by_slug
- get_instrument_popularity
- get_curated_lists
- get_fundamentals
- get_news
- get_etf_profile
- get_instrument_overview
- about_us
- get_pricing
- whoami
- get_my_watchlists
- search_my_watchlists
- check_ticker_in_my_watchlists
- list_my_trades
- get_my_journal_stats
- get_my_trust_score
- get_my_cocreator_status
- get_my_briefing
- create_watchlist
- add_to_watchlist
- remove_from_watchlist
- follow_watchlist
- unfollow_watchlist
- update_watchlist
- delete_watchlist
- log_trade
- close_trade
- update_trade
- delete_trade
- import_trades
This list was read from the server itself, by connecting to it and calling tools/list on 24 September 2026. It is what
the server actually exposes, not what its listing claims.
Mutating and Read-only are read off each tool's name, not its schema — a hint, not a guarantee. The registry stores tool names only; connect the server for its live schemas.