General Tools

advisoriq.com

Provides general-purpose tools through the Model Context Protocol.

1 endpoint13 known toolsFirst detected October 7, 2026Last detected October 7, 2026

ENDPOINT 1

https://mcp.advisoriq.com

No auth detected

MCP server metadata

Name: advisoriq
Version: 0.2.1

Capabilities

tools

Server instructions

Continuing education requirements for US financial advisors (CFP, CIMA, CPWA, RMA, CIMC, CFA and state IAR CE), a CE calculator, compliance deadlines, AdvisorIQ webinars, replays and research, and AdvisorIQ's RIA directory: firm-level Form ADV data on independent wealth management RIAs, with broker-dealer affiliated wealth firms such as the wirehouses when a call sets include_bd_affiliated (firm search, one firm's profile, national and state rankings, market data); asset managers are not in it. Every answer carries the official source and checked date of each figure and a ready citation string with the AdvisorIQ page address: use it. These tools refuse rather than guess when a rule is not confirmed, so an error means AdvisorIQ does not state that; do not fill the gap from memory. Requirements are summaries; the designation body or state regulator has the final word.

Known tools 13

ce_requirements

The continuing education rule for one designation as AdvisorIQ has confirmed it from the body that sets it: hours or credits per cycle, category minimums (ethics and others), how the cycle is set, carryover, any version taking effect later, each with its source URL, a short quote and the date checked, plus the questions still open.

Inferred read-only

ce_calculate

What an advisor owes this cycle for a set of designations, with the deadline and days left, computed by the same engine as AdvisorIQ's CE calculator.

Inferred read-only

iar_ce_state

Whether one US state or territory requires continuing education for investment adviser representatives (IAR CE), since when or from when, and what it requires, from NASAA's IAR CE map and model rule with the date checked.

Inferred read-only

iar_ce_states

Every jurisdiction on NASAA's IAR CE map with its status this year (in effect, adopted and starting later, not adopted), the counts, the requirement where it applies, and the open questions about the list.

Inferred read-only

compliance_deadlines

Confirmed regulatory and CE deadlines for advisers and their firms between two dates (default: today to a year out), each with the rule that sets the date, its official source and the date checked.

Inferred read-only

upcoming_webinars

Live AdvisorIQ webinars scheduled from now, soonest first, with the time in Eastern, presenters, sponsor, and the CE credit each offers with its approval status.

Inferred read-only

replays

Published replays of AdvisorIQ webinars, newest first, with length, sponsor, and self-study CE credit where a body approved it.

Inferred read-only

search_research

Published AdvisorIQ research articles matching words in the title, summary or text, newest first.

Inferred read-only

get_article

One published AdvisorIQ research article in full (markdown), with its author, dates and address.

Inferred read-only

search_ria_firms

Find independent wealth management RIAs (SEC or state registered) in AdvisorIQ's directory by part of the firm's name, its CRD number or SEC 801- number, or its main office city, optionally within one state.

Inferred read-only

get_ria_firm

One independent wealth management RIA's figures from its Form ADV, by CRD number: registration and status, location, website, regulatory assets under management (discretionary and not), accounts, clients and client types, employees and adviser representatives, fee types, services, affiliations, custody, whether it reported disclosures, growth over 1, 3 and 5 years, its national and state ranks among independent RIAs, and its yearly history from the SEC's files.

Inferred read-only

ria_rankings

A ranking of independent wealth management RIAs, national or within one state, as AdvisorIQ computes it from Form ADV (for example the largest by assets, or the fastest growing), with how it is computed.

Inferred read-only

ria_market_stats

Market data on independent wealth management RIAs for the US or one state, as on AdvisorIQ's industry and state pages: number of firms, total and median regulatory assets under management, accounts, size bands, fee types and the other figures AdvisorIQ tracks, each with its definition, for the latest snapshot and, for SEC-registered firms (the history), the one a year earlier.

Inferred read-only

CONNECT WITH APPROVAL

Client installation

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.advisoriq]
url = "https://mcp.advisoriq.com"
enabled = true

Claude Code

.mcp.json

{
  "mcpServers": {
    "advisoriq": {
      "type": "http",
      "url": "https://mcp.advisoriq.com"
    }
  }
}

Claude Desktop

Settings → Connectors → Add custom connector

Name: advisoriq
Remote MCP URL: https://mcp.advisoriq.com

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "advisoriq": {
      "url": "https://mcp.advisoriq.com"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

{
  "servers": {
    "advisoriq": {
      "type": "http",
      "url": "https://mcp.advisoriq.com"
    }
  }
}

Generic MCP

Client-specific MCP configuration

{
  "name": "advisoriq",
  "transport": "streamable-http",
  "url": "https://mcp.advisoriq.com"
}

MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

TRUST AND VERIFICATION EVIDENCE

Loading Trust v2 evidence…

Checking the associated registrable domain. The BuiltWith key remains server-side.

Indexed

Evidence is source-attributed and does not guarantee that a third-party server is safe. Risk labels are conservative metadata heuristics.