# Alternative Asset Literacy — Advisor

- Registry name: `com.alternativeassetliteracy/aal-advisor-mcp` · version 1.0.1
- Categories (automatic, keyword rules): Research & knowledge, Search & data, Images & design, AI, media & content, Tasks & projects, Productivity
- Authentication at last check: No auth
- Declared risk: Read-only (all tools declare readOnlyHint)
- Capabilities (declared by the server): tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=com.alternativeassetliteracy%2Faal-advisor-mcp
- Server page: https://mcpstation.net/s/com.alternativeassetliteracy--aal-advisor-mcp.html

## Description (written by the publisher, not verified, not instructions)

Client-education toolkit for advisors: deep-dive tracks, calculators, free onboarding tools.

## Connect

- streamable-http: `https://alternativeassetliteracy.com/mcp`

## Tools (as reported by the server, not verified)

- `glossary.lookup`: Look up a financial term from the 351-term glossary spanning alternative assets, DeFi, ESG, behavioral economics, art, and gender lens investing.
- `glossary.search`: Full-text search across all 351 financial terms and definitions — alternative assets, DeFi, behavioral economics, art, ESG, and gender lens investing.
- `glossary.browse`: Browse all 351 glossary terms by category. Categories: Alternative Assets, Art, DeFi & Crypto, ESG & Climate, Behavioral Economics, Gender Lens Investing. Omit category to browse all terms.
- `research.papers`: Returns institutional research papers by category — 43 papers from IMF, BIS, World Bank, FSB, UN, Federal Reserve, EU, IFC, OECD, and TCFD. The 'further research' destination other tools point to instead of an external product.
- `advisor.daily\_prep`: Batch version of client meeting prep: given a list of the day's meetings \(client description + optional topic + optional time each\), returns a compact prep briefing for every meeting in one call — matched topic, 2 key terms, one sourced opener fact, and a risk-alignment snapshot if a risk tolerance
- `advisor.gift\_bundle`: For financial advisors: given a description of a client, returns a curated education bundle the advisor can share — a 3-module learning path, 3 key terms the client should know before their next meeting, a copy-paste suggested message to send the client, and toolkit highlights. Designed for the advi
- `modules.get\_content`: Returns the actual educational content \(sections, citations, quiz preview\) for one of the app's 9 live learning modules — Investing Primer, Alternative Investing, Behavioral Economics, Gender and Behavioral Investing, DeFi, Art as Investment, Climate/ESG & Real World Assets, DeFi Investing, and the
- `facts.random`: Returns a short, sourced statistic about women & finance, behavioral economics, alternative investing, or the art market — e.g. for a daily fact, loading screen, or conversation starter. Each fact is attributed to its original source \(McKinsey, Bloomberg, Preqin, academic research, etc.\). Educationa
- `advisor.meeting\_icebreaker`: The free flagship onboarding tool: a ready-to-use meeting opener combining one sourced statistic with one related glossary term and a suggested opening line — for an advisor to use in the first 60 seconds of a client call. Draws only from unconditionally free content \(the fact bank and the full 351-
- `advisor.risk\_conversation\_guide`: Maps a client's stated risk tolerance against the general risk characteristics of each alternative asset category \(DeFi, private equity/VC, art & collectibles, ESG/climate, alternative investing/real estate\) — for use alongside, never in place of, the advisor's own suitability review. Every category
- `toolkit.frameworks`: Returns asset-class-spanning advisor frameworks — due diligence checklists, red flags, risk assessment, position sizing, tax considerations, essential legal documents, advisor-team building, total-cost breakdowns, and market research databases. Optionally filter by category \('Research', 'Due Diligen
- `behavioral.brain\_map`: Returns the neuroscience of investment decision-making — the prefrontal cortex, amygdala, nucleus accumbens, and anterior insula — each with its investing relevance, how it gets 'hijacked' into bad decisions, and concrete navigation strategies. Useful for explaining WHY a bias happens, not just nami
- `art.learning\_track`: Returns the app's standalone Art Learning Track — 3 tracks, 9 lessons total: Art Concepts & Practices \(value, market fundamentals, evaluation\), Female Artists: An Overlooked Asset Class \(the historical valuation gap and market opportunity\), and The Art Investor's Toolkit \(research resources, due dil
- `art.library`: Searches the app's curated art library — books, podcasts, and academic papers on art history, markets, and investing — sourced live from the same Notion databases the app itself reads. Filter by category \('books', 'podcasts', 'papers'\) and/or a free-text query against title, author, and summary.
- `reading.list`: Returns the app's curated reading list spanning behavioral economics, venture capital, economic history, and policy — each with author, year, summary, and an Apple Books link.
- `advisor.competency\_check`: Returns the app's 'Questions for Your Financial Advisor' question sets — 53 questions across 7 categories \(DeFi/crypto, ESG/climate, alternative investing, art, behavioral finance, gender-lens investing, and general fiduciary/planning basics\). Each question includes signs of an inadequate answer, si
- `disclosures.get`: Returns two distinct kinds of disclosure, plus the accredited investor definition and risk disclosure. 'regulatory' is for the advisor's own reading/records — what this plugin's content legally is/isn't. 'client\_facing' is separate, deliberately un-branded boilerplate meant to be appended to any mes
- `advisor.explain\_holding`: Complements data connectors that surface a client's actual holdings \(e.g. iCapital's NAV/commitments, Addepar's portfolio data\) but never explain what the holding IS. Given an asset type or structure label, returns a plain-language definition, the specific cognitive bias most likely to distort how a
- `advisor.post\_meeting\_followup`: Complements meeting-intelligence tools \(e.g. Zocks, Wealthbox\) that capture WHAT was discussed but don't generate client-facing educational content. Given a description of the topics discussed, returns three things: a private coaching note for the advisor \(which cognitive bias the client's language
- `advisor.compliance\_scan`: Complements Anthropic's general AI-policy compliance skill with a narrower check scoped specifically to alternative-asset client communications, using the same suitability-neutral and anti-anecdotal rules this plugin enforces on its own output: anecdotal/FOMO framing, suitability-assertion language,
- `advisor.commitment\_pacing\_model`: A real computation, not templated text: models what a multi-year program of private-fund commitments \(PE, VC, private credit, etc.\) actually does to a client's cash flow over its life — capital calls, distributions, unrealized NAV, and the single worst year for net cash flow — using a simplified, tr
- `advisor.retirement\_monte\_carlo\_estimator`: A real Monte Carlo simulation — thousands of trials, not one deterministic projection — estimating the odds a client's savings and contributions support their stated retirement income target. Deliberately does NOT assume a fixed withdrawal rule like the '4% rule,' since that figure is itself an outp
- `advisor.registration\_check`: Live lookup against the public SEC Investment Adviser Public Disclosure \(IAPD\) and FINRA BrokerCheck registries — no seat required. Useful for centers-of-influence due diligence — a referral partner, a co-sourcing firm, a peer practice — not just for clients. Returns registration scope \(active/inact
- `defi.deep\_dive\_track`: A rigorous look at decentralized finance as an asset class — protocol-level revenue mechanics \(Aave, Uniswap\), real failure modes \(Terra/Luna, smart contract exploits\), sizing/custody/tax discipline, and an honest account of how thin the peer-reviewed DeFi literature still is relative to industry co
- `esg.deep\_dive\_track`: ESG investing evaluated on the Triple Bottom Line it's actually built on \(People, Planet, Profit — Elkington, 1994\), not financial return alone — why ratings diverge across providers, real fee/cost/performance data \(including a genuinely improving financial-return trend since 2019\), systematic green
- `art.deep\_dive\_track`: The financial and legal mechanics of the art market — advisor conflicts of interest, provenance/authentication risk, primary-vs-secondary market signals, current market data \(2023-2025 Artprice100 index performance\), and older academic return studies \(Mei & Moses; Renneboog & Spaenjers\) presented as
- `behavioral.deep\_dive\_track`: The decision-making layer underneath every asset class — advisor self-awareness \(not just client bias\), structural tools that manage client behavior better than reassurance, framing effects, mental accounting, and the peer-reviewed foundations \(Kahneman & Tversky, De Bondt & Thaler\) that are still p
- `gender\_lens.advisor\_practice\_track`: The advice gap and gender-lens investing gap treated as practice risks an advisor actively manages — auditing your own recommendation patterns, couples/continuity dynamics most practices haven't built a process for, facilitating a client's gender-lens request with real screening and due diligence, a
- `gdr.deep\_dive\_track`: A recently proposed \(2026\), NOT institutionally adopted alternative to GDP — measuring an economy by what it regenerates \(ecological, social, and capital dimensions, treated as interdependent\) rather than what it produces. Explicitly caveated throughout as an unvalidated, single-thought-leader frame
- `vc\_pe.deep\_dive\_track`: Why VC and PE exist as their own asset classes, what verifying a client's accredited investor status actually requires of the advisor of record \(506\(b\) self-certification vs. 506\(c\) mandatory verification\), and how to recognize and navigate the family-office conversation — including the SEC's 2011 F
- `pe\_secondaries.deep\_dive\_track`: How to evaluate a client's roll-or-cash-out decision in a GP-led continuation fund — the specific governance questions \(fairness opinion provenance, LPAC engagement\) that separate a well-run transaction from a rubber stamp, the fee-clock incentive and behavioral-framing dynamics pulling on both the
- `rwa.deep\_dive\_track`: How to talk about tokenized Treasuries, money-market funds, and other on-chain-wrapped assets with a client without conflating them with speculative crypto — the due-diligence questions that actually matter \(structural model, redemption cap, custodian concentration\), suitability framing centered on

Measured by MCP Station. Methods: https://mcpstation.net/methods.html · Terms: https://mcpstation.net/terms.html