Wellspent: fee-only financial advisors

Connect Remote server

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

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

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

Settings > Connectors > Add custom connector
URL: https://api.wellspent.co/mcp

Tools 4 found in our last check

• search_fee_only_advisors

  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, nev…

• get_advisor_profile

  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…

• show_advisor_cards

  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 Wel…

• list_specialties_and_audiences

  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).

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