MCP server

wealthtech.dev Official

dev.wealthtech/mcp

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

Read-only, sourced access facts for wealth tech products, vendor MCP servers and Form ADV columns.

Website

At a glance

Type

MCP server

Publisher

wealthtech.dev (verified by the MCP Registry)

Status

Working at last check

Tools

8

Token cost

About 1,250 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 wealthtech https://mcp.wealthtech.dev/mcp

Claude Desktop

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

Codex (config.toml)

[mcp_servers.wealthtech]
url = "https://mcp.wealthtech.dev/mcp"

Gemini CLI

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

Cursor

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

VS Code

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

Antigravity

agy mcp add wealthtech https://mcp.wealthtech.dev/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":"wealthtech","server_url":"https://mcp.wealthtech.dev/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"wealthtech","server_url":"https://mcp.wealthtech.dev/mcp"}

Tools

• compare_access ~139 tokens
  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.
• get_changes ~108 tokens
  Dated changelog entries: new products, changed access facts, new MCP servers. Use since to get only recent entries.
• get_form_adv_column ~191 tokens
  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_number); otherwise returns
• get_mcp_server ~135 tokens
  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_product ~171 tokens
  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 in sources[].
• list_categories ~64 tokens
  The product categories wealthtech.dev covers, with how many products each holds.
• list_mcp_servers ~129 tokens
  MCP servers and AI connectors published by wealth technology vendors: endpoint, status (live or announced), kind, tool count and the products they connect to.
• search_products ~313 tokens
  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.

Browse

• OpenAPI tools
• Spreadsheets
• APIs and testing
• Running code

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