mcp

Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials.

От сообществаРаботаетБез входаГлобальныйБесплатноТолько чтение

Что умеет

    Какие данные видит

    Нужен ли аккаунт

    Не нужен: сервер работает без входа

    Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials.

    Как подключить

    Как подключить mcp к Claude

    Адрес сервера, который нужно вставить в настройках Claude:

    https://mcp.advisorfinder.com/mcp

    1. Откройте Claude (сайт claude.ai или приложение для компьютера).
    2. Перейдите в Настройки → Коннекторы (в английском интерфейсе: Settings → Connectors).
    3. Нажмите Добавить пользовательский коннектор (Add custom connector).
    4. Вставьте адрес сервера, скопированный ниже, в поле URL удалённого MCP-сервера и нажмите Добавить.
    5. В чате нажмите + → Коннекторы и включите новый коннектор.

    Пользовательские коннекторы доступны на тарифах Free, Pro, Max, Team и Enterprise. На Free можно добавить только один. В Team и Enterprise коннектор сначала добавляет владелец организации в Настройки организации → Коннекторы.

    Авторизация

    После нажатия Добавить откроется окно входа в сервис. Войдите под своим аккаунтом и подтвердите доступ. Пароль Claude не видит.

    Как подключить mcp к ChatGPT

    Адрес сервера, который нужно вставить в настройках ChatGPT:

    https://mcp.advisorfinder.com/mcp

    1. Откройте ChatGPT в браузере (chatgpt.com). Нужен тариф Plus, Pro, Business, Enterprise или Edu.
    2. Один раз включите режим разработчика: Настройки → Приложения → Дополнительные настройки → Режим разработчика (Settings → Apps → Advanced settings → Developer mode).
    3. Откройте Настройки → Коннекторы и нажмите Создать (Create).
    4. Заполните форму: Название (любое), Описание (одна фраза, что делает сервис), URL MCP-сервера (скопируйте ниже).
    5. В поле Аутентификация выберите OAuth, если сервис требует вход, иначе Нет. Нажмите Создать.
    6. В новом чате откройте + → Приложения/Коннекторы и включите коннектор.

    Название раздела у OpenAI менялось (Connectors → Apps/Plugins). Если пункт называется иначе, ищите «режим разработчика» в настройках. В рабочих пространствах Business/Enterprise администратор должен разрешить пользовательские коннекторы.

    Авторизация

    При первом использовании ChatGPT откроет окно входа в сервис. Войдите и подтвердите доступ.

    Как подключить mcp к Cursor

    Адрес сервера, который нужно вставить в настройках Cursor:

    https://mcp.advisorfinder.com/mcp

    Быстрый способ: нажмите кнопку Открыть в Cursor ниже, Cursor сам предложит добавить сервер.

    Вручную:

    1. В Cursor откройте Settings → Cursor Settings → MCP и нажмите Add new global MCP server.
    2. Вставьте JSON, скопированный ниже, в открывшийся файл ~/.cursor/mcp.json (для одного проекта: .cursor/mcp.json в корне проекта).
    3. Сохраните файл. Сервер появится в списке MCP; при необходимости пройдите авторизацию по кнопке рядом с ним.

    Авторизация

    Если сервис требует вход, рядом с сервером в списке MCP появится кнопка авторизации.

    Список инструментов сервера (7)

    Технические названия из tools/list. Нужны только разработчикам.

    search_advisorsSearch SEC-registered investment adviser representatives (IARs) by name, firm, city, and/or state. No CRD number needed. At least one of name/firm/city/state is required — e.g. browse by city+state alone, or search by name. Returns, per match: CRD, name, the firm(s) they're linked to (with branch city/state), a four-state disclosure status (none_reported / disclosed_no_detail / disclosed_with_detail / unknown — never "clean"), and a link to the advisor's full SEC IAPD record. Data is derived from SEC IAPD / FINRA BrokerCheck registration feeds, not real-time.
    get_advisorGet the full profile for an investment adviser representative (IAR) by CRD number — no need to search first if you already have it. Returns employment history (current firm first, then previous), exams passed, the states where they hold an investment-adviser registration (`advisory_states`; broker-dealer state registrations are reported separately as a labeled count in `also_registered_as_broker`, because selling securities is not the same as giving investment advice), professional designations (always labeled self-reported — none of this data is independently verified), years in the industry, and four-state disclosure status (never phrased as "clean"/"safe": none_reported / disclosed_no_detail / disclosed_with_detail / unknown). Data is derived from SEC IAPD / FINRA BrokerCheck.
    check_advisorQuick yes/no-style verification of an advisor: is their registration active, which states they hold an investment-adviser registration in (`advisory_states`, with any broker-dealer state registrations reported separately as a labeled count in `also_registered_as_broker`), how long they have been in the industry, and their four-state disclosure status. Accepts EITHER a CRD number (all digits) OR a name — optionally narrowed by firm/state to disambiguate common names. If a name matches more than one advisor, returns candidates instead of guessing; re-run with the CRD from the list. This tool never returns a numeric risk score — only the underlying facts (registration status, disclosure status) so you can judge for yourself.
    find_bookable_advisorsSearch advisors listed on AdvisorFinder's marketplace — professionals with public profiles you can view and contact directly. This searches only AdvisorFinder members (a few hundred advisors), not the full SEC roster; use search_advisors for the full roster. All filters are optional — browsing with none of them is fine, since this tool's scope is already narrow. `specialty` matches against the advisor's bio, client description, quick facts, and credentials (case-insensitive substring). Returns, per member: their self-provided profile info (bio, credentials, pricing, minimum account size, education, and more), a link to their full AdvisorFinder profile, AND regulatory facts for their CRD. Members whose CRD is in our SEC dataset get the same registration status and four-state disclosure status check_advisor reports — never softened. Members whose CRD is NOT in our SEC dataset (typically state-registered or BD-side advisors) get a labeled note saying so, with FINRA BrokerCheck / SEC IAPD verify links — never presented as if clean. AUM and client-count figures are self-reported by the advisor, not regulatory data, and are always labeled as such. Being listed here is a business relationship with AdvisorFinder, not an endorsement, and never affects how any advisor ranks in search_advisors/check_advisor.
    search_firmsSearch SEC- and state-registered investment adviser FIRMS by name and/or state. Matches on the firm's primary name, legal name, or any "also known as" prior name on file. Returns, per match: CRD, name, city/ state, AUM band, advisor headcount, and a link to the firm's SEC IAPD record. State-registered-only firms (not SEC-registered) are included but flagged — purely state-registered firms have no advisor rosters at all; state-listed firms showing rosters are dual-registered.
    get_firmGet the full profile for an investment adviser FIRM by CRD number: identity, address, website, AUM band, headcount, who they serve and how they charge (rendered as lists), any disclosure flag, state registrations, office locations (private-residence addresses are withheld per SEC privacy rules), prior/other names, fee details from their ADV Part 2A brochure (marked as estimated when it is), and how many individual advisor records we have on file for them (an empty roster does not necessarily mean an empty firm — see the caveat when that happens). State-registered-only firms get a reduced profile.
    get_database_statsOverall stats about our data: how many firms and advisors we cover, when each data source was last refreshed (vintages), and a full four-state disclosure tally — INCLUDING the 'unknown' bucket (advisors where we simply don't have disclosure detail on file; that is not the same as a clean record). Also states coverage scope explicitly: we do not claim to cover the whole US advisor population, only SEC-registered firms and their active reps.
    mcp: подключить к Claude, ChatGPT, Cursor · Connectors.fun