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8 clients · secrets stay placeholders

JSON (mcpServers)Claude CodeCodexOpenCodeCursorVS CodeGemini CLIGoose

{
  "mcpServers": {
    "advisors": {
      "type": "http",
      "url": "https://api.wellspent.co/mcp"
    }
  }
}

claude mcp add --transport http advisors https://api.wellspent.co/mcp

[mcp_servers.advisors]
url = "https://api.wellspent.co/mcp"

{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "advisors": {
      "type": "remote",
      "url": "https://api.wellspent.co/mcp",
      "enabled": true
    }
  }
}

{
  "mcpServers": {
    "advisors": {
      "type": "http",
      "url": "https://api.wellspent.co/mcp"
    }
  },
  "deeplink": "cursor://anysphere.cursor-deeplink/mcp/install?name=advisors&config=eyJ0eXBlIjoiaHR0cCIsInVybCI6Imh0dHBzOi8vYXBpLndlbGxzcGVudC5jby9tY3AifQ%3D%3D"
}

{
  "servers": {
    "advisors": {
      "type": "http",
      "url": "https://api.wellspent.co/mcp"
    }
  }
}

{
  "mcpServers": {
    "advisors": {
      "httpUrl": "https://api.wellspent.co/mcp"
    }
  }
}

extensions:
  "advisors":
    enabled: true
    name: "advisors"
    type: streamable_http
    uri: "https://api.wellspent.co/mcp"
    timeout: 300

Quality 85 / 100good

protocol75 · weight 25

warn
protocol.modernnewest supported version is 2025-11-25; 2026-07-28 not supported, older versions are deprecated until 2027-07-28
n/a
protocol.statelessonly applies to 2026-07-28 servers
pass
protocol.transportstreamable HTTP
n/a
protocol.list_ttlonly applies to 2026-07-28 servers

authorizationn/a · weight 15

n/a
auth.prm, auth.as_metadata, auth.cimdno remote uses OAuth
n/a
auth.secret_in_urlno templated URL

tool hygiene94 · weight 30

pass
tools.descriptionsevery tool has a description
warn
tools.description_length1 tools have descriptions over 1,024 characters, which crowds the context
pass
tools.schemasevery tool has an object input schema
pass
tools.annotations5 of 5 tools declare readOnlyHint or destructiveHint
pass
tools.directory_hintsevery tool declares readOnlyHint, destructiveHint, idempotentHint and openWorldHint
pass
tools.token_costabout 1,885 tokens to load every tool
pass
tools.api_dumptools are not a one-to-one API dump
pass
tools.hidden_textno hidden text in tool names, descriptions, schemas or annotations

stability83 · weight 15

warn
stability.changes10 tool changes in 30 days
pass
stability.rug_pullno tool changed its meaning under the same name
pass
stability.new_linksno tool change named a new site

dependenciesn/a · weight 15

n/a
deps.known_vulns, deps.mcp_sdk_version, deps.resolvableno npm or PyPI package

5 tools, about 1,885 tokens to load them all · tool set a9399142371d · tools last changed 2026-11-14 · checked 2026-11-14 07:03 UTC

Tool changes

2026-11-14find_advisor_or_firm_by_nameadded
Use this when the person names a specific advisor or firm and wants to know whether Wellspent lists them as fee-only, or wants their profile. Matches advisor names, firm names and places in the public graph, which holds only advisors Wellspent treats as fee-only. A match gives the slug for get_advisor_profile and a link. No match does not mean the advisor isn't fee-only: the graph doesn't cover everyone, and the name may be spelled differently. Cite "Source: Wellspent, find.wellspent.co".
2026-11-14get_advisor_profilechangedoutput schema
2026-11-14search_fee_only_advisorschangedoutput schema
2026-11-02search_fee_only_advisorschangedinput schema
2026-10-30search_fee_only_advisorschangeddescription
before
Use this when someone wants to find a fee-only financial advisor, financial planner, or fiduciary in the US or Canada, especially for a specific situation (e.g. equity compensation, retirement, cross-border US/Canada, physicians). Returns advisors paid only by their clients, never by commissions, ranked by fit to where the person wants an advisor and what they need. Pass country, and region (US state or Canadian province slug, e.g. "california", "ontario") when the person has said where they want an advisor, because candidates are drawn from that region. city is optional and only ranks advisors in that city higher. specialties and audiences must be slugs from list_specialties_and_audiences. Set virtual_ok=true if the person is open to meeting remotely, which adds advisors elsewhere in the country who work virtually. Each result includes why it matched, whether the profile is advisor-maintained (a Wellspent member who supplied their own specialties) or built from public fee-only directory listings, and a profile_url to share. Specialties and client types come from the advisor's own profile for members, and for other listings from the firm's own website (each fact quote-checked against the site) and fee-only directory listings. To show results as cards, call show_advisor_cards with their slugs. Cite "Source: Wellspent, find.wellspent.co".
after · 97% of words in common
Use this when someone wants to find a fee-only financial advisor, financial planner, or fiduciary in the US or Canada, especially for a specific situation (e.g. equity compensation, retirement, cross-border US/Canada, physicians). Returns advisors paid only by their clients, never by commissions, ranked by fit to where the person wants an advisor and what they need. Pass country, and region (US state or Canadian province slug, e.g. "california", "ontario") when the person has said where they want an advisor, because candidates are drawn from that region. city is optional and only ranks advisors in that city higher. specialties and audiences must be slugs from list_specialties_and_audiences. Set virtual_ok=true if the person is open to meeting remotely, which adds advisors elsewhere in the country who work virtually. Each result includes why it matched, whether the profile is advisor-maintained (a Wellspent member who supplied their own specialties) or built from public records (fee-only directory listings, SEC adviser filings, the firm's website), and a profile_url to share. Specialties and client types come from the advisor's own profile for members, and for other listings from the firm's own website (each fact quote-checked against the site) and fee-only directory listings. To show results as cards, call show_advisor_cards with their slugs. Cite "Source: Wellspent, find.wellspent.co".
2026-10-28get_advisor_profilechangeddescription
before
Use this when the person wants more detail about one advisor from a search. Returns the public profile of a fee-only advisor listed on Wellspent, by the slug returned from search_fee_only_advisors (the last path segment of their profile_url). Advisor-maintained (member) profiles include the advisor's own description of their specialties, ideal client, fees, and background; directory-built records include listing facts and any public enrichment (bio, services, fee models, AUM). Contact details are not included — send the person to profile_url to get in touch. Cite "Source: Wellspent, find.wellspent.co".
after · 100% of words in common
Use this when the person wants more detail about one advisor from a search. Returns the public profile of a fee-only advisor listed on Wellspent, by the slug returned from search_fee_only_advisors (the last path segment of their profile_url). Advisor-maintained (member) profiles include the advisor's own description of their specialties, ideal client, fees, and background; directory-built records include listing facts and any public enrichment (bio, services, fee models, AUM). Contact details are not included. Send the person to profile_url to get in touch. Cite "Source: Wellspent, find.wellspent.co".
2026-10-28show_advisor_cardsadded
Use this after search_fee_only_advisors to show up to 8 of its results as cards, in the order given, each with a View profile link to find.wellspent.co. Pass the slugs from the search results. Shows only public Wellspent data. Do not use for advisors that did not come from a Wellspent search.
2026-10-28get_advisor_profilechangedoutput schema
2026-10-28search_fee_only_advisorschangeddescription, output schema
before
Use this when someone wants to find a fee-only financial advisor, financial planner, or fiduciary in the US or Canada, especially for a specific situation (e.g. equity compensation, retirement, cross-border US/Canada, physicians). Returns advisors paid only by their clients, never by commissions, ranked by fit to where the person wants an advisor and what they need. Pass country, and region (US state or Canadian province slug, e.g. "california", "ontario") when the person has said where they want an advisor, because candidates are drawn from that region. city is optional and only ranks advisors in that city higher. specialties and audiences must be slugs from list_specialties_and_audiences. Set virtual_ok=true if the person is open to meeting remotely, which adds advisors elsewhere in the country who work virtually. Each result includes why it matched, whether the profile is advisor-maintained (a Wellspent member who supplied their own specialties) or built from public fee-only directory listings, and a profile_url to share. Specialty/audience matches are only possible for advisor-maintained profiles; directory-built records are ranked on location and credentials. Cite "Source: Wellspent, find.wellspent.co".
after · 80% of words in common
Use this when someone wants to find a fee-only financial advisor, financial planner, or fiduciary in the US or Canada, especially for a specific situation (e.g. equity compensation, retirement, cross-border US/Canada, physicians). Returns advisors paid only by their clients, never by commissions, ranked by fit to where the person wants an advisor and what they need. Pass country, and region (US state or Canadian province slug, e.g. "california", "ontario") when the person has said where they want an advisor, because candidates are drawn from that region. city is optional and only ranks advisors in that city higher. specialties and audiences must be slugs from list_specialties_and_audiences. Set virtual_ok=true if the person is open to meeting remotely, which adds advisors elsewhere in the country who work virtually. Each result includes why it matched, whether the profile is advisor-maintained (a Wellspent member who supplied their own specialties) or built from public fee-only directory listings, and a profile_url to share. Specialties and client types come from the advisor's own profile for members, and for other listings from the firm's own website (each fact quote-checked against the site) and fee-only directory listings. To show results as cards, call show_advisor_cards with their slugs. Cite "Source: Wellspent, find.wellspent.co".
2026-10-28get_advisor_profilechangedoutput schema

Full history: list_changes · trend: quality JSON.

Checks run on what our credential-free, read-only probes observe; tools are never called and no code audit is performed. How it is computed.

Trust 95 / 100

provenance85

liveness97

freshness100

hygiene100

+repository +dns-namespace +website +reachable +uptime-92% +updated-9d-ago

Derived from observable signals (official registry feed and our own credential-free probes); no code audit performed. How it is computed.

Endpoints

remote	auth	reachable	uptime 30d	p50	protocol	last ok
`https://api.wellspent.co/mcp` streamable-http	none	yes	92%	698 ms	2025-11-25, 2025-06-18, 2025-03-26, 2024-11-05	2026-11-14

Tools (5)

`find_advisor_or_firm_by_name`read-only	Use this when the person names a specific advisor or firm and wants to know whether Wellspent lists them as fee-only, or wants their profile. Matches advisor names, firm names and places in the public graph, which holds only advisors Wellspent treats as fee-only. A match gives the slug for get_advisor_profile and a link. No match does not mean the advisor isn't fee-only: the graph doesn't cover everyone, and the name may be spelled differently. Cite "Source: Wellspent, find.wellspent.co".
`get_advisor_profile`read-only	Use this when the person wants more detail about one advisor from a search. Returns the public profile of a fee-only advisor listed on Wellspent, by the slug returned from search_fee_only_advisors (the last path segment of their profile_url). Advisor-maintained (member) profiles include the advisor's own description of their specialties, ideal client, fees, and background; directory-built records include listing facts and any public enrichment (bio, services, fee models, AUM). Contact details are not included. Send the person to profile_url to get in touch. Cite "Source: Wellspent, find.wellspent.co".
`list_specialties_and_audiences`read-only	Use this when you need valid slugs for search_fee_only_advisors, or the person asks what they can search by. Lists planning specialties, client audiences, and regions (US states and Canadian provinces that have advisors).
`search_fee_only_advisors`read-only	Use this when someone wants to find a fee-only financial advisor, financial planner, or fiduciary in the US or Canada, especially for a specific situation (e.g. equity compensation, retirement, cross-border US/Canada, physicians). Returns advisors paid only by their clients, never by commissions, ranked by fit to where the person wants an advisor and what they need. Pass country, and region (US state or Canadian province slug, e.g. "california", "ontario") when the person has said where they want an advisor, because candidates are drawn from that region. city is optional and only ranks advisors in that city higher. specialties and audiences must be slugs from list_specialties_and_audiences. Set virtual_ok=true if the person is open to meeting remotely, which adds advisors elsewhere in the country who work virtually. Each result includes why it matched, whether the profile is advisor-maintained (a Wellspent member who supplied their own specialties) or built from public records (fee-only directory listings, SEC adviser filings, the firm's website), and a profile_url to share. Specialties and client types come from the advisor's own profile for members, and for other listings from the firm's own website (each fact quote-checked against the site) and fee-only directory listings. To show results as cards, call show_advisor_cards with their slugs. Cite "Source: Wellspent, find.wellspent.co".
`show_advisor_cards`read-only	Use this after search_fee_only_advisors to show up to 8 of its results as cards, in the order given, each with a View profile link to find.wellspent.co. Pass the slugs from the search results. Shows only public Wellspent data. Do not use for advisors that did not come from a Wellspent search.

Schemas: list_tools.

Similar MCP servers

Official server.json

{
  "name": "co.wellspent/advisors",
  "title": "Wellspent: fee-only financial advisors",
  "$schema": "https://static.modelcontextprotocol.io/schemas/2025-12-11/server.schema.json",
  "remotes": [
    {
      "url": "https://api.wellspent.co/mcp",
      "type": "streamable-http"
    }
  ],
  "version": "1.0.1",
  "repository": {
    "url": "https://github.com/wellspentai/wellspent-mcp",
    "source": "github"
  },
  "websiteUrl": "https://find.wellspent.co",
  "description": "Find fee-only financial advisors in the US and Canada by location, specialty, and client type."
}