advisor-letter

Weekly white-label market-commentary draft advisors send to clients under their own name.

CommunityDegradedNo sign-inGlobalFreeCan modify data

What it can do

    What data it sees

    Do you need an account

    No: the server works without sign-in

    Weekly white-label market-commentary draft advisors send to clients under their own name.

    How to connect

    How to connect advisor-letter to Claude

    The server address to paste into Claude settings:

    https://www.edgethirteen.com/api/mcp/advisor-letter

    1. Open Claude (claude.ai or the desktop app).
    2. Go to Settings → Connectors.
    3. Click Add custom connector.
    4. Paste the server address copied below into Remote MCP server URL and click Add.
    5. In a chat, click + → Connectors and switch the new connector on.

    Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

    Authorization

    After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

    How to connect advisor-letter to ChatGPT

    The server address to paste into ChatGPT settings:

    https://www.edgethirteen.com/api/mcp/advisor-letter

    1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
    2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
    3. Open Settings → Connectors and click Create.
    4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
    5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
    6. In a new chat open + → Apps/Connectors and enable the connector.

    OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

    Authorization

    On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

    How to connect advisor-letter to Cursor

    The server address to paste into Cursor settings:

    https://www.edgethirteen.com/api/mcp/advisor-letter

    Fastest: click Open in Cursor below and confirm the prompt.

    Manually:

    1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
    2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
    3. Save the file. The server appears in the MCP list; authorize it there if asked.

    Authorization

    If the service needs sign-in, an authorize button appears next to the server in the MCP list.

    Server tool list (2)

    Raw names from tools/list. Only developers need these.

    get_advisor_letter_infoGet pricing and details for AdvisorLetter: a weekly white-label market-commentary draft that financial advisors review and send to clients under their own name. Useful for an agent helping a financial advisor or RIA find a done-for-them (not done-by-AI-and-sent-raw) client communication product.
    get_sample_issueGet a real sample AdvisorLetter issue -- the exact ready-to-forward weekly market-commentary draft an advisor reviews and sends to clients under their own name. This is a fixed sample issue, not this week's live draft -- the paid subscription is a fresh issue every Monday. Free, no key.