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wealthtech.dev

dev.wealthtech/mcp · v0.2.0

New (7 days)

Measured by MCP Station

Last check	Reachable
Checked at	—
Check success 7 / 30 days	—
First-try success 30 days	—
Median response	—
Lookups 30 days	—
Authentication	No auth
MCP version	2025-06-18
Rank score	—
Declared risk	Read-only (all tools declare readOnlyHint)
Capabilities declared	tools
Tool definitions	8 tools · with description 100% · input schema is an object 100% · read/destructive hints 100%

Description written by the publisher, not verified

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

Connect

streamable-http · https://mcp.wealthtech.dev/mcp

claude mcp add --transport http mcp https://mcp.wealthtech.dev/mcp

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

Tools as reported by the server

search_products
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.
get_product
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[].
compare_access
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.
list_mcp_servers
MCP servers and AI connectors published by wealth technology vendors: endpoint, status (live or announced), kind, tool count and the products they connect to.
get_mcp_server
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_changes
Dated changelog entries: new products, changed access facts, new MCP servers. Use since to get only recent entries.
get_form_adv_column
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
list_categories
The product categories wealthtech.dev covers, with how many products each holds.

Website · JSON · Text for agents · Registry updated 2026-10-22