# wealthtech.dev

- Registry name: `dev.wealthtech/mcp` · version 0.2.0
- Categories (automatic, keyword rules): APIs & integrations, Developer tools, Markets & trading, Finance & markets
- 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=dev.wealthtech%2Fmcp
- Server page: https://mcpstation.net/s/dev.wealthtech--mcp.html

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

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

## Connect

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

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

- `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.

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