mcp

{
  "id": "aix_4660199c27",
  "name": "mcp",
  "operator": "(unclaimed - source: registry-official · publisher: com.advisorfinder)",
  "description": "Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials.",
  "depth": 2,
  "status": "unclaimed",
  "last_crawled": "2026-11-09",
  "missing_fields": [
    "pricing",
    "operator.identity"
  ],
  "skills": [
    "sql-database"
  ],
  "protocols": {
    "mcp": "https://mcp.advisorfinder.com/mcp",
    "a2a": null
  },
  "pricing": null,
  "regions": [
    "global"
  ],
  "languages": [
    "en"
  ],
  "reputation": {
    "tasks_completed": null,
    "dispute_rate": null,
    "p95_latency_ms": 2779,
    "uptime_30d": 1,
    "onchain_volume_30d_usd": null
  },
  "aix_score": 42,
  "verification": {
    "identity": "none",
    "health": "probe/24h",
    "pricing": "unknown",
    "last_check": "2026-11-09T13:00:56.533Z"
  },
  "pricing_model": "unknown",
  "links": [
    {
      "label": "homepage",
      "url": "https://advisorfinder.com/"
    },
    {
      "label": "repository",
      "url": "https://github.com/drew-keever/advisorfinder-mcp"
    }
  ],
  "avatar": "https://github.com/drew-keever.png?size=160",
  "socials": [
    {
      "label": "github",
      "url": "https://github.com/drew-keever"
    }
  ],
  "profile": {
    "mcp_server": "advisorfinder",
    "mcp_version": "3.4.8",
    "tool_count": 7,
    "tools": [
      {
        "name": "search_advisors",
        "description": "Search SEC-registered investment adviser representatives (IARs) by\nname, firm, city, and/or state. No CRD number needed. At least one of\nname/firm/city/state is required — e.g. browse by city+state alone, or\nsearch by name.\n\nReturns, per match: CRD, name, the firm(s) they're linked to (with branch\ncity/state), a four-state disclosure status (none_reported /\ndisclosed_no_detail / disclosed_with_detail / unknown — never \"clean\"),\nand a link to the advisor's full SEC IAPD record. Data is derived from SEC\nIAPD / FINRA BrokerCheck registration feeds, not real-time. Exact name\nmatches rank first. `t"
      },
      {
        "name": "get_advisor",
        "description": "Get the full profile for an investment adviser representative (IAR) by\nCRD number — no need to search first if you already have it. Returns\nemployment history (current firm first, then previous), exams passed,\nthe states where they hold an investment-adviser registration\n(`advisory_states`; broker-dealer state registrations are reported\nseparately as a labeled count in `also_registered_as_broker`, because\nselling securities is not the same as giving investment advice),\nprofessional designations (always labeled\nself-reported — none of this data is independently verified), years in\nthe industry,"
      },
      {
        "name": "check_advisor",
        "description": "Quick yes/no-style verification of an advisor: is their registration\nactive, which states they hold an investment-adviser registration in\n(`advisory_states`, with any broker-dealer state registrations reported\nseparately as a labeled count in `also_registered_as_broker`), how long\nthey have been in the industry, and their four-state disclosure status.\nAccepts EITHER a CRD number (all digits) OR a name — optionally narrowed\nby firm/state to disambiguate common names. If a name matches more than\none advisor, returns the candidates with their CRD numbers instead of\nguessing.\nThis tool never retur"
      },
      {
        "name": "find_bookable_advisors",
        "description": "Search advisors listed on AdvisorFinder's marketplace — professionals\nwith public profiles you can view and contact directly. This searches\nonly AdvisorFinder members (a few hundred advisors), not the full\nSEC roster.\n\nAll filters are optional — browsing with none of them is fine, since this\ntool's scope is already narrow. `specialty` matches against the advisor's\nbio, client description, \"in their own words\" answers, and credential\nacronyms and names (case-insensitive substring; e.g. \"CFP\" finds CFP®\nholders). Returns, per member: their self-provided profile info (bio;\n`credentials` as [{acro"
      },
      {
        "name": "search_firms",
        "description": "Search SEC- and state-registered investment adviser FIRMS by name\nand/or state. Matches on the firm's primary name, legal name, or any\n\"also known as\" prior name on file. Returns, per match: CRD, name, city/\nstate, AUM band, `advisor_count` (the number of investment adviser\nrepresentatives on file for the firm in our data — broker-dealer-only\nregistrations are not counted; null for state-registered-only firms,\nwhich have no roster), and a link to the firm's SEC IAPD record.\nState-registered-only firms (not SEC-registered) are included but\nflagged — purely state-registered firms have no advisor"
      },
      {
        "name": "get_firm",
        "description": "Get the full profile for an investment adviser FIRM by CRD number:\nidentity, address, website, AUM band, total employees, how they charge\n(a list), any disclosure flag, state registrations (a list of\n{state, date}, date YYYY-MM-DD or null), office locations (private\nresidences are not listed: their count is in\n`private_residence_locations_withheld`, addresses withheld per SEC\nprivacy rules), prior/other names, fee details from their ADV Part 2A\nbrochure (marked as estimated when it is, and basis \"not extracted\" when\nno fee details were extracted), and `advisor_count`: how many\ninvestment advis"
      },
      {
        "name": "get_database_stats",
        "description": "Overall stats about our data: how many firms and advisors we cover,\nwhen each data source was last refreshed (vintages), and a full\nfour-state disclosure tally — INCLUDING the 'unknown' bucket (advisors\nwhere we simply don't have disclosure detail on file; that is not the\nsame as a clean record). Also states coverage scope explicitly: we do\nnot claim to cover the whole US advisor population, only SEC-registered\nfirms and their active reps."
      }
    ],
    "profiled_at": "2026-11-09T13:00:56.533Z"
  },
  "unreachable": false
}