dev.wealthtech/mcp

up checked 2026-11-11T09:39:17.337Z

Unclaimed · Unverified

Publisher-provided title

wealthtech.dev

Publisher-provided description

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

Summary by lookupd

Lets an agent query sourced access facts, changelogs and SEC Form ADV column definitions for wealth tech products and vendor MCP servers.

Install

Claude Code, remote (streamable-http)

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

Codex, remote (streamable-http)

codex mcp add mcp --url https://mcp.wealthtech.dev/mcp

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

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

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

Publisher-provided text

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
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 g
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 stat
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
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
list_categories The product categories wealthtech.dev covers, with how many products each holds.

Shows this live status and links here; updates hourly.

[![lookupd status](https://lookupd.com/badge/dev.wealthtech/mcp.svg)](https://lookupd.com/servers/dev.wealthtech/mcp)