wealthtech.dev

Connect Remote server

claude mcp add --transport http mcp https://mcp.wealthtech.dev/mcp

{
  "mcpServers": {
    "mcp": {
      "url": "https://mcp.wealthtech.dev/mcp"
    }
  }
}

{
  "servers": {
    "mcp": {
      "type": "http",
      "url": "https://mcp.wealthtech.dev/mcp"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://mcp.wealthtech.dev/mcp

Tools 8 found in our last check

• 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.

• 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…

• 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.

• 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.

• 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[].

• get_changes

  Dated changelog entries: new products, changed access facts, new MCP servers. Use since to get only recent entries.

• 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_numbe…

• list_categories

  The product categories wealthtech.dev covers, with how many products each holds.

Details

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