MCP server

AdvisorIQ Official

com.advisoriq/advisoriq

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

CE rules for US advisors by designation and state, plus independent wealth RIA data, with sources.

Website

At a glance

Type

MCP server

Publisher

advisoriq.com (verified by the MCP Registry)

Status

Working at last check

Tools

13

Token cost

About 3,047 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 advisoriq https://mcp.advisoriq.com

Claude Desktop

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

Codex (config.toml)

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

Gemini CLI

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

Cursor

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

VS Code

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

Antigravity

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

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":"advisoriq","server_url":"https://mcp.advisoriq.com","require_approval":"always"}

Grok (xAI API tools)

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

Tools

• ce_calculate ~331 tokens
  What an advisor owes this cycle for a set of designations, with the deadline and days left, computed by the same engine as AdvisorIQ's CE calculator. CFP, CIMA, CPWA, RMA and American College (ChFC, CLU, RICP and others) cycles depend on the advisor's own dates: pass period_ends (for example {"CFP":
• ce_requirements ~362 tokens
  The continuing education rule for one designation as AdvisorIQ has confirmed it from the body that sets it: hours or credits per cycle, category minimums (ethics and others), how the cycle is set, carryover, any version taking effect later, each with its source URL, a short quote and the date checke
• compliance_deadlines ~249 tokens
  Confirmed regulatory and CE deadlines for advisers and their firms between two dates (default: today to a year out), each with the rule that sets the date, its official source and the date checked. Filter with applies_to: ria (investment adviser firms), iar (investment adviser representatives), rep
• get_article ~101 tokens
  One published AdvisorIQ research article in full (markdown), with its author, dates and address. Takes the slug or the article's URL.
• get_ria_firm ~363 tokens
  One independent wealth management RIA's figures from its Form ADV, by CRD number: registration and status, location, website, regulatory assets under management (discretionary and not), accounts, clients and client types, employees and adviser representatives, fee types, services, affiliations, cust
• iar_ce_state ~153 tokens
  Whether one US state or territory requires continuing education for investment adviser representatives (IAR CE), since when or from when, and what it requires, from NASAA's IAR CE map and model rule with the date checked. Takes a two-letter code or a name. Refuses when the state's status is not conf
• iar_ce_states ~104 tokens
  Every jurisdiction on NASAA's IAR CE map with its status this year (in effect, adopted and starting later, not adopted), the counts, the requirement where it applies, and the open questions about the list. Use for any "which states require IAR CE" question.
• replays ~106 tokens
  Published replays of AdvisorIQ webinars, newest first, with length, sponsor, and self-study CE credit where a body approved it. A replay earns CE only where the body approved a self-study version.
• ria_market_stats ~317 tokens
  Market data on independent wealth management RIAs for the US or one state, as on AdvisorIQ's industry and state pages: number of firms, total and median regulatory assets under management, accounts, size bands, fee types and the other figures AdvisorIQ tracks, each with its definition, for the lates
• ria_rankings ~335 tokens
  A ranking of independent wealth management RIAs, national or within one state, as AdvisorIQ computes it from Form ADV (for example the largest by assets, or the fastest growing), with how it is computed. Returns up to 100 firms (default 25) with rank, CRD, city, state, value and, for growth rankings
• search_research ~96 tokens
  Published AdvisorIQ research articles matching words in the title, summary or text, newest first. Then get_article with a slug to read one.
• search_ria_firms ~368 tokens
  Find independent wealth management RIAs (SEC or state registered) in AdvisorIQ's directory by part of the firm's name, its CRD number or SEC 801- number, or its main office city, optionally within one state. Returns at most 25 firms, best name matches first and then by assets, each with CRD, city, s
• upcoming_webinars ~162 tokens
  Live AdvisorIQ webinars scheduled from now, soonest first, with the time in Eastern, presenters, sponsor, and the CE credit each offers with its approval status. Filter by topic and by credit (CFP, IWI, CFA or IAR; only approved credit matches). Credit marked pending is not yet approved by the body.

Browse

• Converting to Markdown
• Stocks and markets

Related MCP servers

• DFX Intelligence
  Private credit: lenders, sponsor financing, credit facilities, BDC holdings, LP allocations. Cited.
• Fintel Discovery — Financial Intelligence for AI Agents
  Delivers public regulatory and market data from 11 key sources such as FINRA, SEC, Census, FRED
• Advisorfinder
  Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials.
• EZ Annuity
  Price settlement or annuity payments, judge a buyout offer, look up any US state's transfer rules.
• Fundz
  Funding rounds, exec moves, UCC liens and Form 5500 plans. 7 tools need no API key.
• The Cable Code
  Decode cables in 66 coding systems; design, rate and check them; find equivalents; size drums.
• Agent Financial Advisor
  Compliance, risk, tax and audit checks for AI trading agents: pre-trade, sizing, wash sales, Reg BI.
• MyLastWill
  Free U.S. wills, codicils and charitable bequest wording, plus will-signing rules for every state.

Badge for your README

[![AptLynx](https://aptlynx.net/badge/com.advisoriq/advisoriq.svg)](https://aptlynx.net/servers/com.advisoriq/advisoriq)

Listing text is written by the maker; AptLynx lists tools and does not vouch for them. Find another tool · Browse by topic · For agents