Server definition

Hash: sha256:798c99c05be6c50f66542f61a73386f68b4a3d0306f3cabcebeb1ee366d9e558
What it is: What a remote MCP server returned when asked what it offers: 7 tools

The blob, as servednamed by its sha256

{
  "instructions": null,
  "tools": [
    {
      "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 candidates instead of guessing; re-run with the CRD\nfrom the list.\nThis tool never returns a numeric risk score — only the underlying facts\n(registration status, disclosure status) so you can judge for yourself.",
      "inputSchema": {
        "additionalProperties": false,
        "properties": {
          "firm": {
            "anyOf": [
              {
                "type": "string"
              },
              {
                "type": "null"
              }
            ],
            "default": null
          },
          "name_or_crd": {
            "type": "string"
          },
          "state": {
            "anyOf": [
              {
                "type": "string"
              },
              {
                "type": "null"
              }
            ],
            "default": null
          }
        },
        "required": [
          "name_or_crd"
        ],
        "type": "object"
      },
      "name": "check_advisor",
      "outputSchema": {
        "additionalProperties": true,
        "type": "object"
      }
    },
    {
      "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; use search_advisors for the full 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, quick facts, and credentials (case-insensitive\nsubstring). Returns, per member: their self-provided profile info (bio,\ncredentials, pricing, minimum account size, education, and more), a link\nto their full AdvisorFinder profile, AND regulatory facts for their CRD.\nMembers whose CRD is in our SEC dataset get the same registration status\nand four-state disclosure status check_advisor reports — never softened.\nMembers whose CRD is NOT in our SEC dataset (typically state-registered\nor BD-side advisors) get a labeled note saying so, with FINRA\nBrokerCheck / SEC IAPD verify links — never presented as if clean. AUM\nand client-count figures are self-reported by the advisor, not\nregulatory data, and are always labeled as such. Being listed here is a\nbusiness relationship with AdvisorFinder, not an endorsement, and never\naffects how any advisor ranks in search_advisors/check_advisor.",
      "inputSchema": {
        "additionalProperties": false,
        "properties": {
          "city": {
            "anyOf": [
              {
                "type": "string"
              },
              {
                "type": "null"
              }
            ],
            "default": null
          },
          "limit": {
            "default": 20,
            "type": "integer"
          },
          "specialty": {
            "anyOf": [
              {
                "type": "string"
              },
              {
                "type": "null"
              }
            ],
            "default": null
          },
          "state": {
            "anyOf": [
              {
                "type": "string"
              },
              {
                "type": "null"
              }
            ],
            "default": null
          }
        },
        "type": "object"
      },
      "name": "find_bookable_advisors",
      "outputSchema": {
        "additionalProperties": true,
        "type": "object"
      }
    },
    {
      "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, and four-state disclosure status (never phrased as\n\"clean\"/\"safe\": none_reported / disclosed_no_detail / disclosed_with_detail\n/ unknown). Data is derived from SEC IAPD / FINRA BrokerCheck.",
      "inputSchema": {
        "additionalProperties": false,
        "properties": {
          "crd": {
            "type": "string"
          }
        },
        "required": [
          "crd"
        ],
        "type": "object"
      },
      "name": "get_advisor",
      "outputSchema": {
        "additionalProperties": true,
        "type": "object"
      }
    },
    {
      "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.",
      "inputSchema": {
        "additionalProperties": false,
        "properties": {},
        "type": "object"
      },
      "name": "get_database_stats",
      "outputSchema": {
        "additionalProperties": true,
        "type": "object"
      }
    },
    {
      "description": "Get the full profile for an investment adviser FIRM by CRD number:\nidentity, address, website, AUM band, headcount, who they serve and how\nthey charge (rendered as lists), any disclosure flag, state registrations,\noffice locations (private-residence addresses are withheld per SEC\nprivacy rules), prior/other names, fee details from their ADV Part 2A\nbrochure (marked as estimated when it is), and how many individual\nadvisor records we have on file for them (an empty roster does not\nnecessarily mean an empty firm — see the caveat when that happens).\nState-registered-only firms get a reduced profile.",
      "inputSchema": {
        "additionalProperties": false,
        "properties": {
          "crd": {
            "type": "string"
          }
        },
        "required": [
          "crd"
        ],
        "type": "object"
      },
      "name": "get_firm",
      "outputSchema": {
        "additionalProperties": true,
        "type": "object"
      }
    },
    {
      "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.",
      "inputSchema": {
        "additionalProperties": false,
        "properties": {
          "city": {
            "anyOf": [
              {
                "type": "string"
              },
              {
                "type": "null"
              }
            ],
            "default": null
          },
          "firm": {
            "anyOf": [
              {
                "type": "string"
              },
              {
                "type": "null"
              }
            ],
            "default": null
          },
          "limit": {
            "default": 20,
            "type": "integer"
          },
          "name": {
            "anyOf": [
              {
                "type": "string"
              },
              {
                "type": "null"
              }
            ],
            "default": null
          },
          "state": {
            "anyOf": [
              {
                "type": "string"
              },
              {
                "type": "null"
              }
            ],
            "default": null
          }
        },
        "type": "object"
      },
      "name": "search_advisors",
      "outputSchema": {
        "additionalProperties": true,
        "type": "object"
      }
    },
    {
      "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 headcount, and a link to the firm's SEC IAPD\nrecord. State-registered-only firms (not SEC-registered) are included but\nflagged — purely state-registered firms have no advisor rosters at all;\nstate-listed firms showing rosters are dual-registered.",
      "inputSchema": {
        "additionalProperties": false,
        "properties": {
          "limit": {
            "default": 20,
            "type": "integer"
          },
          "name": {
            "anyOf": [
              {
                "type": "string"
              },
              {
                "type": "null"
              }
            ],
            "default": null
          },
          "state": {
            "anyOf": [
              {
                "type": "string"
              },
              {
                "type": "null"
              }
            ],
            "default": null
          }
        },
        "type": "object"
      },
      "name": "search_firms",
      "outputSchema": {
        "additionalProperties": true,
        "type": "object"
      }
    }
  ]
}

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