wealthtech.dev
Read-only, sourced access facts for wealth tech products, vendor MCP servers and Form ADV columns.
| Endpoint | https://mcp.wealthtech.dev/mcp (streamable-http) |
|---|---|
| Registry version | 0.2.0 |
| Now | 8 tools · grade A (98) · pin ts_f9f307f720e7a3b06351cb6c0365929e · protocol 2025-06-18 |
| First / last listed | 2026-11-13 01:51 UTC / 2026-11-13 01:51 UTC |
| Grade over time | 2026-11-13: A (98), 8 tools |
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Tools: search_products get_product compare_access list_mcp_servers get_mcp_server get_changes get_form_adv_column list_categories
search_products | Find products by name, vendor or id, optionally filtered by category, API access level or whether the vendor has an MCP server or AI connector. Returns one row per product; call get_product for the quoted evidence behind each value. params: query, category, access, has_mcp |
get_product | Everything on record about connecting to one product: access level, auth methods, sandbox, docs, OpenAPI, webhooks, SDKs, rate limits, partner program, how to get access, what the docs don't say, and linked MCP servers. Each fact has its state, checked date and a verbatim quote in sources[]. params: id* |
compare_access | Side by side: access level, auth, sandbox, docs, OpenAPI, webhooks, SDKs, rate limits, how to get access and partner program for 2 to 10 products, with the state and checked date of each value. params: ids* |
list_mcp_servers | MCP servers and AI connectors published by wealth technology vendors: endpoint, status (live or announced), kind, tool count and the products they connect to. params: status, product_id |
get_mcp_server | Full record for one vendor MCP server or AI connector: endpoint, transport, auth, scope, how it is enabled, price, listings and its tools (read or write), with quoted evidence in sources[]. params: id* |
get_changes | Dated changelog entries: new products, changed access facts, new MCP servers. Use since to get only recent entries. params: since |
get_form_adv_column | What one column of the SEC's monthly investment adviser (Form ADV) CSV means: the Form ADV Part 1A item, the question as worded on the form, its type, observed values and gotchas. Matches the exact column name (e.g. "5E(1)" or "Organization CRD#") or a normalized name (crd_number); otherwise returns up to 10 columns whose name contains the text. params: name* |
list_categories | The product categories wealthtech.dev covers, with how many products each holds. params: none |
Entries describe changes in tool definitions. They are not statements about a server, its quality or its author. The grade measures how the tool definitions fit model providers (token cost, schema compatibility, confusable names) as scored by the ToolFit engine at the time of the listing. JSON: append .json. Opt-out: how or hello@youraitools.co.