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Wealthtech MCP server

Which MCP servers are Wealthtech's own, from the official registry and from asking its own domain, whether they answer, and what they offer. A program checked each of these, nobody copied them from a product page.

read 2026-10-28

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Whose server it is
  • Registry namedev.wealthtech/mcpverified in the MCP registry

The registry name sits under wealthtech.dev. The registry only lets a publisher use that namespace after proving control of the domain through DNS or HTTP.

When we asked itchecked 2026-10-28
  • Stateanswerschecked 2026-10-28
  • Tools8
  • Server calls itselfwealthtech.dev
  • Server version0.2.0
  • Protocol version2025-06-18

On 2026-10-28 the server answered initialize and tools/list without a sign-in. First answer in 199 ms.

Should an agent connect itNot proven either way yet
  • Whether its tools do the product's job has not been judged yet.
  • Checked on 6 of the 7 days it takes to judge reliability.

Once connected

  • For "Look up SEC Form ADV investment adviser data columns", the likely first call is get_form_adv_column.

Said by rules from the measurements above. The likely first call is a model's pick from the tool list; read its description before relying on it.

Measured dailydaily checks: 6, the first on 2026-10-28
  • INITE MCP scoreafter a weeka score needs 7 daily checks: 6 so far
  • Answeredmeasuring6 of the 7 daily checks it takes to print a share
  • Median first answer243 ms
  • Space in an agent's context≈ 1,094 tokensthe definitions of all its tools (8), which an agent carries on every turn
  • Tool definitionsA · 98 of 100
  • Typed results0 of 8 toolsdeclared outputSchema: results come typed, read once
  • Parameters without a description: in 1 of 8

What an agent can do with it

  • not sure · Check which wealth software vendors publish API docs
  • not sure · Compare read-only MCP servers for AI assistant access
  • can do · Look up SEC Form ADV investment adviser data columns

Each of the product's use cases, put to Jev against this server's tool list: can an agent do it with these tools?

Worth a look

None of the five warning signs in these definitions.

A program checks the server once a day: initialize and tools/list, no model. Tokens are the definitions' length at about four characters a token. The grade averages six checks of every tool's name, description, schema and annotations; it says how well the tools are described, not whether they work. The score weighs what was measured and nothing else: answering (25%), doing the product's job (25%), definitions (20%), context (10%), use (10%) and how readily a client connects (10%). A part that was not measured is left out, and a hidden instruction caps the score at 40. The state of vendors' MCP servers: method and numbers →

Tools it offers8 tools · read 2026-10-28
  • 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…

  • 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…

  • list_categories

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

How to connect

Add the server to your MCP client config. Claude Desktop, Cursor and most other clients read this shape:

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

Add it

Claude Code, in a terminal

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

Add to CursorAdd to VS Code

claude.ai, ChatGPT and other clients: add https://mcp.wealthtech.dev/mcp as a custom connector in the settings.

Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.