MCP server

Advisorfinder Official

com.advisorfinder/mcp

Checked 26 Oct 2026, 08:29 UTC · Connected to it and listed its tools

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

Website Source

At a glance

Type

MCP server

Publisher

advisorfinder.com (verified by the MCP Registry)

Status

Working at last check

Tools

7

Token cost

About 2,752 tokens per request

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

26 Oct 2026, 08:29 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

claude mcp add --transport http advisorfinder https://mcp.advisorfinder.com/mcp

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.advisorfinder]
url = "https://mcp.advisorfinder.com/mcp"

Gemini CLI

{"mcpServers":{"advisorfinder":{"httpUrl":"https://mcp.advisorfinder.com/mcp"}}}

Cursor

{"mcpServers":{"advisorfinder":{"url":"https://mcp.advisorfinder.com/mcp"}}}

VS Code

{"servers":{"advisorfinder":{"type":"http","url":"https://mcp.advisorfinder.com/mcp"}}}

Antigravity

agy mcp add advisorfinder https://mcp.advisorfinder.com/mcp

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"advisorfinder","server_url":"https://mcp.advisorfinder.com/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"advisorfinder","server_url":"https://mcp.advisorfinder.com/mcp"}

Tools

• check_advisor ~300 tokens
  Quick 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
• find_bookable_advisors ~704 tokens
  Search 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. All filters are optional — browsing with none of them is fine, since this tool's
• get_advisor ~436 tokens
  Get 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-d
• get_database_stats ~164 tokens
  Overall 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). Al
• get_firm ~303 tokens
  Get the full profile for an investment adviser FIRM by CRD number: identity, address, website, AUM band, total employees, how they charge (a list), any disclosure flag, state registrations (a list of {state, date}, date YYYY-MM-DD or null), office locations (private residences are not listed: their
• search_advisors ~369 tokens
  Search 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 c
• search_firms ~476 tokens
  Search 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_count` (the number of investment adviser representatives on file f

Browse

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