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Wellspent MCP server

Which MCP servers are Wellspent'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 2026-10-29

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Whose server it is
  • Registry nameco.wellspent/advisorsverified in the MCP registry

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

When we asked itchecked 2026-10-29
  • Stateanswerschecked 2026-10-29
  • Tools4
  • Server calls itselfwellspent
  • Server version1.0.0
  • Protocol version2025-06-18

On 2026-10-29 the server answered initialize and tools/list without a sign-in. First answer in 237 ms.

Should an agent connect itSkip it
  • Its tools do none of the product's use cases we checked: publish a structured profile of your fee model and specialties; appear in specialty and city listings for prospective clients; receive quarterly press coverage alongside financial media partners.
  • Checked on 5 of the 7 days it takes to judge reliability.

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: 5, the first on 2026-10-29
  • INITE MCP scoreafter a weeka score needs 7 daily checks: 5 so far
  • What an agent can do with it0 of 3 use cases
  • Answeredmeasuring5 of the 7 daily checks it takes to print a share
  • Median first answer297 ms
  • Space in an agent's context≈ 1,542 tokensthe definitions of all its tools (4), which an agent carries on every turn
  • Tool definitionsA · 100 of 100
  • Typed results4 of 4 toolsdeclared outputSchema: results come typed, read once
  • Every tool passes all six checks.

What an agent can do with it

  • cannot · publish a structured profile of your fee model and specialties
  • cannot · appear in specialty and city listings for prospective clients
  • cannot · receive quarterly press coverage alongside financial media partners

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 offers4 tools · read 2026-10-29
  • search_fee_only_advisors

    Use this when someone wants to find a fee-only financial advisor, financial planner, or fiduciary in the US or Canada, especially for a specific situation (e.g. equity compensation, retirement, cross-border US/Canada, physicians). Returns…

  • get_advisor_profile

    Use this when the person wants more detail about one advisor from a search. Returns the public profile of a fee-only advisor listed on Wellspent, by the slug returned from search_fee_only_advisors (the last path segment of their…

  • show_advisor_cards

    Use this after search_fee_only_advisors to show up to 8 of its results as cards, in the order given, each with a View profile link to find.wellspent.co. Pass the slugs from the search results. Shows only public Wellspent data. Do not use…

  • list_specialties_and_audiences

    Use this when you need valid slugs for search_fee_only_advisors, or the person asks what they can search by. Lists planning specialties, client audiences, and regions (US states and Canadian provinces that have advisors).

How to connect

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

{
  "mcpServers": {
    "advisors": {
      "type": "http",
      "url": "https://api.wellspent.co/mcp"
    }
  }
}

Add it

Claude Code, in a terminal

claude mcp add --transport http wellspent https://api.wellspent.co/mcp

Add to CursorAdd to VS Code

claude.ai, ChatGPT and other clients: add https://api.wellspent.co/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.