MCP server

Sec Adv

io.github.pipeworx-io/sec-adv

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

SEC ADV / IAPD MCP — SEC Investment Adviser Public Disclosure (Form ADV) lookup

Website Source

At a glance

Type

MCP server

Publisher

pipeworx.io (verified by the MCP Registry)

Status

Working at last check

Tools

45

Token cost

About 26,902 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 sec-adv https://gateway.pipeworx.io/sec-adv/mcp

Claude Desktop

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

Codex (config.toml)

[mcp_servers.sec-adv]
url = "https://gateway.pipeworx.io/sec-adv/mcp"

Gemini CLI

{"mcpServers":{"sec-adv":{"httpUrl":"https://gateway.pipeworx.io/sec-adv/mcp"}}}

Cursor

{"mcpServers":{"sec-adv":{"url":"https://gateway.pipeworx.io/sec-adv/mcp"}}}

VS Code

{"servers":{"sec-adv":{"type":"http","url":"https://gateway.pipeworx.io/sec-adv/mcp"}}}

Antigravity

agy mcp add sec-adv https://gateway.pipeworx.io/sec-adv/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":"sec-adv","server_url":"https://gateway.pipeworx.io/sec-adv/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"sec-adv","server_url":"https://gateway.pipeworx.io/sec-adv/mcp"}

Tools

• adv_firm_profile ~219 tokens
  Get the SEC Form ADV / IAPD profile for an investment-adviser firm by its CRD number (the firm_source_id / CRD returned by adv_search_firm). Returns basic firm info, registration status, SEC number, notice-filing jurisdictions, disclosure flag, Form ADV Part 2 brochure list, and direct links to the
• adv_search_firm ~198 tokens
  Search SEC-registered investment adviser (RIA) and broker-dealer firms by name via the IAPD / Form ADV public directory. Returns matching firms with CRD number, SEC number, registration scope, disclosure flag, branch count, and office address. Use adv_firm_profile with a returned CRD for full detail
• adv_search_individual ~182 tokens
  Search individual investment-adviser representatives / brokers by name via the IAPD public directory. Returns matching individuals with their CRD number, name, registration scope, disclosure flag, and current employing firm(s) with city/state.

Browse

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