Modular Finance Dataflow

Introduction

Dataflow is Modular Finance's public-equity ownership data product: every disclosed position, owner chain and change from the database that powers Holdings, available programmatically.

It comes as two interfaces over the same data:

  • The REST API: bulk, streaming access for data pipelines. Pull entire markets as JSON, CSV or XML, filtered to the fields your contract covers.
  • The MCP server: a native Model Context Protocol server for AI agents. Your agent searches companies and owners, pulls owner lists and portfolios, and tracks ownership changes, one question at a time, secured with OAuth 2.1 and metered in credits.

What's in the data

Datasets: ownership (beneficial and manager views, tier-one or full chains), ownership trends, shares & voting rights, free float, short interest, buybacks and insider transactions. Each is delivered as its own resource, and they share consistent company and owner identifiers so you can join across them on your side. Every position carries change deltas from one day to one year, and position history goes five years deep.

Where to start

  • Picking an interface? Read REST or MCP?
  • Building a pipeline? Start with the REST overview.
  • Connecting an agent? Start with Connecting, then browse the tool reference in the sidebar.

Access is sales-led: contact sales@modularfinance.com to get credentials.