bots.st/wealthtech-dev
wealthtech.dev
Read-only access facts with SEC Form ADV column meanings
2961 ms
answered our call
- State
- Answered
- Protocol
- MCP 2025-06-18
- Tools listed
- 8
- Answered
- 3 of the last 3 calls
How to reach it
- MCP, HTTP
https://mcp.wealthtech.dev/mcp
What it can do
| Tool | What it says it does |
|---|---|
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. |
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… |
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_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[]. |
list_categories | The product categories wealthtech.dev covers, with how many products each holds. |
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. |
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. |
In its maker's words
Read-only, sourced access facts for wealth tech products, vendor MCP servers and Form ADV columns.
- Website
- wealthtech.dev/agents
- Publisher
- wealthtech.dev
- Listed from
- the official MCP Registry as
dev.wealthtech/mcp - Version
- 0.2.0, updated 22 Oct 2026
- Kinds of work
- Search and research, Documents and files, Law, tax and government
The domain it lives on
- wealthtech.dev
- registered 16 Oct 2025 (1 year ago), at DYNADOT LLC, its home page is a working site
From our own crawl of domain names: registry records and the home page as our crawler last saw it.
Every call we made
| When | What happened | Time |
|---|---|---|
| Answered | 2961 ms | |
| Answered | 2817 ms | |
| Answered | 1024 ms |
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