com.alternativeassetliteracy/aal-advisor-mcp

up checked 2026-11-11T15:37:23.252Z

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Publisher-provided title

Alternative Asset Literacy — Advisor

Publisher-provided description

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

Summary by lookupd

Advisor education toolkit offering client learning tracks, glossary lookups, risk and compliance checks, and retirement and pacing models…

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http aal-advisor https://alternativeassetliteracy.com/mcp

Codex, remote (streamable-http)

codex mcp add aal-advisor --url https://alternativeassetliteracy.com/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "aal-advisor": {
      "url": "https://alternativeassetliteracy.com/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (showing 30 of 32)

Publisher-provided text

• 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
• research.papers Returns institutional research papers by category: 43 papers from the IMF, BIS, World Bank, FSB, UN, Federal Reserve, EU, IFC, OECD and TCFD. Use it to find pri
• advisor.daily_prep Returns a prep briefing for each of a day's client meetings in one call. Input is a list of meetings (client description, optional topic, optional time). Each b
• advisor.gift_bundle Given a description of a client, returns an education bundle an advisor can share: a 3-module learning path, 3 key terms, a suggested message to send the client
• modules.get_content Returns educational content (sections, citations, quiz preview) for one of 9 learning modules: Investing Primer, Alternative Investing, Behavioral Economics, Ge
• facts.random Returns a short, sourced statistic about women and finance, behavioral economics, alternative investing, or the art market, with the original source cited. Opti
• advisor.meeting_icebreaker Returns a meeting opener for the first minute of a client call: one sourced statistic, one related glossary term and a suggested opening line. Uses only the fac
• 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,
• toolkit.frameworks Returns asset-class-spanning advisor frameworks — due diligence checklists, red flags, risk assessment, position sizing, tax considerations, essential legal doc
• behavioral.brain_map Returns the neuroscience of investment decision-making — the prefrontal cortex, amygdala, nucleus accumbens, and anterior insula — each with its investing relev
• art.learning_track Returns the Art Learning Track: 3 tracks and 9 lessons covering art concepts and practices (value, market fundamentals, evaluation), female artists as an asset
• art.library Searches a curated library of books, podcasts and academic papers on art history, markets and investing. Filter by category ('books', 'podcasts', 'papers') and/
• reading.list Returns a curated reading list spanning behavioral economics, venture capital, economic history and policy, each with author, year, summary and an Apple Books l
• advisor.competency_check Returns 53 questions across 7 categories (DeFi/crypto, ESG/climate, alternative investing, art, behavioral finance, gender-lens investing, general fiduciary and
• disclosures.get Returns disclosure text of two kinds, plus the accredited investor definition and a risk disclosure. The 'regulatory' disclosure describes what this service's c
• advisor.explain_holding Given an asset type or structure label (for example 'private equity fund', 'DeFi position', 'art fund'), returns a plain-language definition, the cognitive bias
• advisor.post_meeting_followup Given a description of the topics discussed in a client meeting, returns a private coaching note for the advisor (the cognitive bias the client's language sugge
• advisor.compliance_scan Checks a draft client communication about alternative assets for anecdotal or FOMO framing, suitability-assertion language, and missing accredited-investor or r
• advisor.commitment_pacing_model Models a multi-year program of private-fund commitments (PE, VC, private credit and similar): capital calls, distributions, unrealized NAV, and the year with th
• advisor.retirement_monte_carlo_estimator Runs a Monte Carlo simulation (thousands of trials) estimating the odds that a client's savings and contributions support a stated retirement income target. It
• advisor.registration_check Looks up a firm or individual in the public SEC Investment Adviser Public Disclosure (IAPD) and FINRA BrokerCheck records. Returns registration scope (active or
• defi.deep_dive_track Decentralized finance as an asset class: protocol-level revenue mechanics (Aave, Uniswap), documented failure modes (Terra/Luna, smart contract exploits), sizin
• esg.deep_dive_track ESG investing evaluated on the Triple Bottom Line (People, Planet, Profit; Elkington, 1994): why ratings diverge across providers, fee, cost and performance dat
• art.deep_dive_track The financial and legal mechanics of the art market: advisor conflicts of interest, provenance and authentication risk, primary versus secondary market signals,
• behavioral.deep_dive_track Decision-making across asset classes: advisor self-awareness, structural tools for managing client behavior, framing effects, mental accounting, and the peer-re
• gender_lens.advisor_practice_track The advice gap and the gender-lens investing gap as practice issues for an advisor: auditing your own recommendation patterns, couples and continuity dynamics,
• gdr.deep_dive_track A 2026 proposal, not institutionally adopted, to measure an economy by what it regenerates (ecological, social and capital dimensions) rather than what it produ
• vc_pe.deep_dive_track Why venture capital and private equity are separate asset classes, what verifying a client's accredited investor status requires of the advisor of record (506(b

Details

• Version: 1.0.1
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 330 ms
• First indexed: 2026-11-01T08:52:51.156Z
• Last seen in registry: 2026-11-01T08:52:51.165Z
• Repository: https://github.com/untitledfinancial/aal-plugins

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• 62071 servers
• Last crawl: 2026-11-11T16:17:25.167Z
• API base: https://api.lookupd.com
• MCP URL: https://api.lookupd.com/mcp