Connect

8 clients · secrets stay placeholders

JSON (mcpServers)Claude CodeCodexOpenCodeCursorVS CodeGemini CLIGoose

{
  "mcpServers": {
    "advisorfinder": {
      "type": "http",
      "url": "https://mcp.advisorfinder.com/mcp"
    }
  }
}

claude mcp add --transport http advisorfinder https://mcp.advisorfinder.com/mcp

[mcp_servers.advisorfinder]
url = "https://mcp.advisorfinder.com/mcp"

{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "advisorfinder": {
      "type": "remote",
      "url": "https://mcp.advisorfinder.com/mcp",
      "enabled": true
    }
  }
}

{
  "mcpServers": {
    "advisorfinder": {
      "type": "http",
      "url": "https://mcp.advisorfinder.com/mcp"
    }
  },
  "deeplink": "cursor://anysphere.cursor-deeplink/mcp/install?name=advisorfinder&config=eyJ0eXBlIjoiaHR0cCIsInVybCI6Imh0dHBzOi8vbWNwLmFkdmlzb3JmaW5kZXIuY29tL21jcCJ9"
}

{
  "servers": {
    "advisorfinder": {
      "type": "http",
      "url": "https://mcp.advisorfinder.com/mcp"
    }
  }
}

{
  "mcpServers": {
    "advisorfinder": {
      "httpUrl": "https://mcp.advisorfinder.com/mcp"
    }
  }
}

extensions:
  "advisorfinder":
    enabled: true
    name: "advisorfinder"
    type: streamable_http
    uri: "https://mcp.advisorfinder.com/mcp"
    timeout: 300

Quality 86 / 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 hygiene93 · weight 30

pass
tools.descriptionsevery tool has a description
warn
tools.description_length2 tools have descriptions over 1,024 characters, which crowds the context
pass
tools.schemasevery tool has an object input schema
pass
tools.annotations7 of 7 tools declare readOnlyHint or destructiveHint
pass
tools.directory_hintsevery tool declares readOnlyHint, destructiveHint, idempotentHint and openWorldHint
pass
tools.token_costabout 2,218 tokens to load every tool
pass
tools.api_dumptools are not a one-to-one API dump

stability75 · weight 15

warn
stability.changes10 tool changes in 30 days
pass
stability.rug_pullno tool changed its meaning under the same name

dependencies100 · weight 15

pass
deps.known_vulnsno known advisory in 69 resolved packages
pass
deps.mcp_sdk_versionmcp 1.30.0, no known advisory
pass
deps.resolvable[email protected] resolved: 69 packages

7 tools, about 2,218 tokens to load them all · tool set 9eecf4db9136 · tools last changed 2026-10-19 · checked 2026-10-20 10:35 UTC

Tool changes

2026-10-19search_firmschangeddescription
before
Search SEC- and state-registered investment adviser FIRMS by name and/or state. Matches on the firm's primary name, legal name, or any "also known as" prior name on file. Returns, per match: CRD, name, city/ state, AUM band, `advisor_count` (the number of investment adviser representatives on file for the firm in our data — broker-dealer-only registrations are not counted; null for state-registered-only firms, which have no roster), and a link to the firm's SEC IAPD record. State-registered-only firms (not SEC-registered) are included but flagged — purely state-registered firms have no advisor rosters at all; state-listed firms showing rosters are dual-registered.
after · 68% of words in common
Search SEC- and state-registered investment adviser FIRMS by name and/or state. Matches on the firm's primary name, legal name, or any "also known as" prior name on file. Returns, per match: CRD, name, city/ state, AUM band, `advisor_count` (the number of investment adviser representatives on file for the firm in our data — broker-dealer-only registrations are not counted; null for state-registered-only firms, which have no roster), and a link to the firm's SEC IAPD record. State-registered-only firms (not SEC-registered) are included but flagged — purely state-registered firms have no advisor rosters at all; state-listed firms showing rosters are dual-registered. Exact name matches rank first (the firm's own name, then an "also known as" name), then names that start with the search text (own names before "also known as" names), then other matches. Inside each group, firms with a larger SEC AUM band come first, then firms with more advisors on file (a state-registered- only firm ranks as an undisclosed band with no advisors). A result can carry `advisor_count_note` (no advisor records on file) or `unreadable_characters_note` (characters lost in the source data, shown as �).
2026-10-14get_database_statschangedtitle, annotations
2026-10-14get_firmchangedtitle, description, annotations
before
Get the full profile for an investment adviser FIRM by CRD number: identity, address, website, AUM band, headcount, how they charge (a list), any disclosure flag, state registrations, office locations (private-residence addresses are withheld per SEC privacy rules), prior/other names, fee details from their ADV Part 2A brochure (marked as estimated when it is), and how many individual advisor records we have on file for them (an empty roster does not necessarily mean an empty firm — see the caveat when that happens). Client types are withheld (see client_types_note). State-registered-only firms get a reduced profile.
after · 89% of words in common
Get the full profile for an investment adviser FIRM by CRD number: identity, address, website, AUM band, total employees, how they charge (a list), any disclosure flag, state registrations, office locations (private-residence addresses are withheld per SEC privacy rules), prior/other names, fee details from their ADV Part 2A brochure (marked as estimated when it is), and `advisor_count`: how many investment adviser representatives we have on file for them (broker-dealer-only registrations are not counted; an empty roster does not necessarily mean an empty firm — see the caveat when that happens). Client types are withheld (see client_types_note). State-registered-only firms get a reduced profile.
2026-10-14search_firmschangedtitle, description, annotations
before
Search SEC- and state-registered investment adviser FIRMS by name and/or state. Matches on the firm's primary name, legal name, or any "also known as" prior name on file. Returns, per match: CRD, name, city/ state, AUM band, advisor headcount, and a link to the firm's SEC IAPD record. State-registered-only firms (not SEC-registered) are included but flagged — purely state-registered firms have no advisor rosters at all; state-listed firms showing rosters are dual-registered.
after · 77% of words in common
Search SEC- and state-registered investment adviser FIRMS by name and/or state. Matches on the firm's primary name, legal name, or any "also known as" prior name on file. Returns, per match: CRD, name, city/ state, AUM band, `advisor_count` (the number of investment adviser representatives on file for the firm in our data — broker-dealer-only registrations are not counted; null for state-registered-only firms, which have no roster), and a link to the firm's SEC IAPD record. State-registered-only firms (not SEC-registered) are included but flagged — purely state-registered firms have no advisor rosters at all; state-listed firms showing rosters are dual-registered.
2026-10-14find_bookable_advisorschangedtitle, description, annotations
before
Search advisors listed on AdvisorFinder's marketplace — professionals with public profiles you can view and contact directly. This searches only AdvisorFinder members (a few hundred advisors), not the full SEC roster; use search_advisors for the full roster. All filters are optional — browsing with none of them is fine, since this tool's scope is already narrow. `specialty` matches against the advisor's bio, client description, quick facts, and credentials (case-insensitive substring). Returns, per member: their self-provided profile info (bio, credentials, pricing, minimum account size, education, and more), a link to their full AdvisorFinder profile, AND regulatory facts for their CRD. Members whose CRD is in our SEC dataset get the same registration status and four-state disclosure status check_advisor reports — never softened. Members whose CRD is NOT in our SEC dataset (typically state-registered or BD-side advisors) get a labeled note saying so, with FINRA BrokerCheck / SEC IAPD verify links — never presented as if clean. AUM and client-count figures are self-reported by the advisor, not regulatory data, and are always labeled as such. Being listed here is a business relationship with AdvisorFinder, not an endorsement, and never affects how any advisor ranks in search_advisors/check_advisor.
after · 71% of words in common
Search advisors listed on AdvisorFinder's marketplace — professionals with public profiles you can view and contact directly. This searches only AdvisorFinder members (a few hundred advisors), not the full SEC roster; use search_advisors for the full roster. All filters are optional — browsing with none of them is fine, since this tool's scope is already narrow. `specialty` matches against the advisor's bio, client description, "in their own words" answers, and credential acronyms and names (case-insensitive substring; e.g. "CFP" finds CFP® holders). Returns, per member: their self-provided profile info (bio; `credentials` as [{acronym, name, status: "self-reported"}]; `education` as [{institution, degree, year}]; `pricing` as a list of {type, ...} entries such as {"type": "aum", "min": "0.50", "max": "1.00", "unit": "percent of assets"}, {"type": "flat_fee", "min", "max", "frequency"}, {"type": "hourly", "rate"}, {"type": "one_time", "cost"} or {"type": "fees_information", "link"}, with values as listed on the profile and formatting normalized (type/frequency lowercased, a trailing "%" removed, unset markers dropped; the "percent of assets" unit only when the listed values are plain numbers); minimum account size; allowed states; and more), a link to their full AdvisorFinder profile, AND regulatory facts for their CRD. Members whose CRD is in our SEC dataset get the same registration status and four-state disclosure status check_advisor reports — never softened. Members whose CRD is NOT in our SEC dataset (typically state-registered or BD-side advisors) get a labeled note saying so, with FINRA BrokerCheck / SEC IAPD verify links — never presented as if clean. AUM and client-count figures are self-reported by the advisor, not regulatory data, and are always labeled as such. Being listed here is a business relationship with AdvisorFinder, not an endorsement, and never affects how any advisor ranks in search_advisors/check_advisor.
2026-10-14check_advisorchangedtitle, annotations
2026-10-14get_advisorchangedtitle, annotations
2026-10-14search_advisorschangedtitle, annotations
2026-10-13get_firmchangeddescription
before
Get the full profile for an investment adviser FIRM by CRD number: identity, address, website, AUM band, headcount, who they serve and how they charge (rendered as lists), any disclosure flag, state registrations, office locations (private-residence addresses are withheld per SEC privacy rules), prior/other names, fee details from their ADV Part 2A brochure (marked as estimated when it is), and how many individual advisor records we have on file for them (an empty roster does not necessarily mean an empty firm — see the caveat when that happens). State-registered-only firms get a reduced profile.
after · 91% of words in common
Get the full profile for an investment adviser FIRM by CRD number: identity, address, website, AUM band, headcount, how they charge (a list), any disclosure flag, state registrations, office locations (private-residence addresses are withheld per SEC privacy rules), prior/other names, fee details from their ADV Part 2A brochure (marked as estimated when it is), and how many individual advisor records we have on file for them (an empty roster does not necessarily mean an empty firm — see the caveat when that happens). Client types are withheld (see client_types_note). State-registered-only firms get a reduced profile.
2026-10-13search_advisorschangeddescription
before
Search SEC-registered investment adviser representatives (IARs) by name, firm, city, and/or state. No CRD number needed. At least one of name/firm/city/state is required — e.g. browse by city+state alone, or search by name. Returns, per match: CRD, name, the firm(s) they're linked to (with branch city/state), a four-state disclosure status (none_reported / disclosed_no_detail / disclosed_with_detail / unknown — never "clean"), and a link to the advisor's full SEC IAPD record. Data is derived from SEC IAPD / FINRA BrokerCheck registration feeds, not real-time.
after · 84% of words in common
Search SEC-registered investment adviser representatives (IARs) by name, firm, city, and/or state. No CRD number needed. At least one of name/firm/city/state is required — e.g. browse by city+state alone, or search by name. Returns, per match: CRD, name, the firm(s) they're linked to (with branch city/state), a four-state disclosure status (none_reported / disclosed_no_detail / disclosed_with_detail / unknown — never "clean"), and a link to the advisor's full SEC IAPD record. Data is derived from SEC IAPD / FINRA BrokerCheck registration feeds, not real-time. Exact name matches rank first; `more_results_available` appears when more advisors match than the limit returns.

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 93 / 100

provenance85

liveness100

freshness85

hygiene100

+repository +dns-namespace +website +reachable +uptime-100% ~updated-68d-ago

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

Dependencies

[email protected] PyPI68 dependencies, resolved · MCP SDK mcp 1.30.0 · advisories checked 2026-10-19

No known advisory affects this dependency graph.

Dependency graphs from deps.dev; advisories from OSV.dev, including the GitHub Advisory Database and the PyPI Advisory Database; all CC BY 4.0. The graph is what a clean install of this version resolves today; nothing was installed or run. How it is checked.

Endpoints

remote	auth	reachable	uptime 30d	p50	protocol	last ok
`https://mcp.advisorfinder.com/mcp` streamable-http	none	yes	100%	417 ms	2025-11-25	2026-10-20

package	registry	version	runtime	secrets
`advisorfinder-mcp`	pypi	2.1.0	–

Tools (7)

`check_advisor`read-only	Quick yes/no-style verification of an advisor: is their registration active, which states they hold an investment-adviser registration in (`advisory_states`, with any broker-dealer state registrations reported separately as a labeled count in `also_registered_as_broker`), how long they have been in the industry, and their four-state disclosure status. Accepts EITHER a CRD number (all digits) OR a name — optionally narrowed by firm/state to disambiguate common names. If a name matches more than one advisor, returns candidates instead of guessing; re-run with the CRD from the list. This tool never returns a numeric risk score — only the underlying facts (registration status, disclosure status) so you can judge for yourself.
`find_bookable_advisors`read-only	Search advisors listed on AdvisorFinder's marketplace — professionals with public profiles you can view and contact directly. This searches only AdvisorFinder members (a few hundred advisors), not the full SEC roster; use search_advisors for the full roster. All filters are optional — browsing with none of them is fine, since this tool's scope is already narrow. `specialty` matches against the advisor's bio, client description, "in their own words" answers, and credential acronyms and names (case-insensitive substring; e.g. "CFP" finds CFP® holders). Returns, per member: their self-provided profile info (bio; `credentials` as [{acronym, name, status: "self-reported"}]; `education` as [{institution, degree, year}]; `pricing` as a list of {type, ...} entries such as {"type": "aum", "min": "0.50", "max": "1.00", "unit": "percent of assets"}, {"type": "flat_fee", "min", "max", "frequency"}, {"type": "hourly", "rate"}, {"type": "one_time", "cost"} or {"type": "fees_information", "link"}, with values as listed on the profile and formatting normalized (type/frequency lowercased, a trailing "%" removed, unset markers dropped; the "percent of assets" unit only when the listed values are plain numbers); minimum account size; allowed states; and more), a link to their full AdvisorFinder profile, AND regulatory facts for their CRD. Members whose CRD is in our SEC dataset get the same registration status and four-state disclosure status check_advisor reports — never softened. Members whose CRD is NOT in our SEC dataset (typically state-registered or BD-side advisors) get a labeled note saying so, with FINRA BrokerCheck / SEC IAPD verify links — never presented as if clean. AUM and client-count figures are self-reported by the advisor, not regulatory data, and are always labeled as such. Being listed here is a business relationship with AdvisorFinder, not an endorsement, and never affects how any advisor ranks in search_advisors/check_advisor.
`get_advisor`read-only	Get the full profile for an investment adviser representative (IAR) by CRD number — no need to search first if you already have it. Returns employment history (current firm first, then previous), exams passed, the states where they hold an investment-adviser registration (`advisory_states`; broker-dealer state registrations are reported separately as a labeled count in `also_registered_as_broker`, because selling securities is not the same as giving investment advice), professional designations (always labeled self-reported — none of this data is independently verified), years in the industry, and four-state disclosure status (never phrased as "clean"/"safe": none_reported / disclosed_no_detail / disclosed_with_detail / unknown). Data is derived from SEC IAPD / FINRA BrokerCheck.
`get_database_stats`read-only	Overall stats about our data: how many firms and advisors we cover, when each data source was last refreshed (vintages), and a full four-state disclosure tally — INCLUDING the 'unknown' bucket (advisors where we simply don't have disclosure detail on file; that is not the same as a clean record). Also states coverage scope explicitly: we do not claim to cover the whole US advisor population, only SEC-registered firms and their active reps.
`get_firm`read-only	Get the full profile for an investment adviser FIRM by CRD number: identity, address, website, AUM band, total employees, how they charge (a list), any disclosure flag, state registrations, office locations (private-residence addresses are withheld per SEC privacy rules), prior/other names, fee details from their ADV Part 2A brochure (marked as estimated when it is), and `advisor_count`: how many investment adviser representatives we have on file for them (broker-dealer-only registrations are not counted; an empty roster does not necessarily mean an empty firm — see the caveat when that happens). Client types are withheld (see client_types_note). State-registered-only firms get a reduced profile.
`search_advisors`read-only	Search SEC-registered investment adviser representatives (IARs) by name, firm, city, and/or state. No CRD number needed. At least one of name/firm/city/state is required — e.g. browse by city+state alone, or search by name. Returns, per match: CRD, name, the firm(s) they're linked to (with branch city/state), a four-state disclosure status (none_reported / disclosed_no_detail / disclosed_with_detail / unknown — never "clean"), and a link to the advisor's full SEC IAPD record. Data is derived from SEC IAPD / FINRA BrokerCheck registration feeds, not real-time. Exact name matches rank first; `more_results_available` appears when more advisors match than the limit returns.
`search_firms`read-only	Search SEC- and state-registered investment adviser FIRMS by name and/or state. Matches on the firm's primary name, legal name, or any "also known as" prior name on file. Returns, per match: CRD, name, city/ state, AUM band, `advisor_count` (the number of investment adviser representatives on file for the firm in our data — broker-dealer-only registrations are not counted; null for state-registered-only firms, which have no roster), and a link to the firm's SEC IAPD record. State-registered-only firms (not SEC-registered) are included but flagged — purely state-registered firms have no advisor rosters at all; state-listed firms showing rosters are dual-registered. Exact name matches rank first (the firm's own name, then an "also known as" name), then names that start with the search text (own names before "also known as" names), then other matches. Inside each group, firms with a larger SEC AUM band come first, then firms with more advisors on file (a state-registered- only firm ranks as an undisclosed band with no advisors). A result can carry `advisor_count_note` (no advisor records on file) or `unreadable_characters_note` (characters lost in the source data, shown as �).

Schemas: list_tools.

Similar MCP servers

Official server.json

{
  "name": "com.advisorfinder/mcp",
  "$schema": "https://static.modelcontextprotocol.io/schemas/2025-12-11/server.schema.json",
  "remotes": [
    {
      "url": "https://mcp.advisorfinder.com/mcp",
      "type": "streamable-http"
    }
  ],
  "version": "2.1.0",
  "packages": [
    {
      "version": "2.1.0",
      "transport": {
        "type": "stdio"
      },
      "identifier": "advisorfinder-mcp",
      "registryType": "pypi"
    }
  ],
  "repository": {
    "url": "https://github.com/drew-keever/advisorfinder-mcp",
    "source": "github"
  },
  "websiteUrl": "https://advisorfinder.com",
  "description": "Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials."
}

Advisorfinder