General Tools

wellspent.co

Searches for fee-only financial advisors and retrieves advisor profiles, specialty filters, and result cards.

1 endpoint4 known toolsFirst detected October 28, 2026Last detected October 28, 2026

ENDPOINT 1

https://api.wellspent.co/mcp

No auth detected

MCP server metadata

Name: wellspent
Version: 1.0.0

Capabilities

toolsresourcesextensions.io.modelcontextprotocol/ui

Server instructions

Wellspent is a directory of fee-only financial advisors (paid only by clients, no commissions) in the US and Canada, at find.wellspent.co. It does not give financial advice or vouch for any advisor: suggest the person verify registration at adviserinfo.sec.gov before hiring. Search with search_fee_only_advisors, show results as cards with show_advisor_cards, get details with get_advisor_profile, and look up valid slugs with list_specialties_and_audiences. Link to each profile_url and cite "Source: Wellspent, find.wellspent.co". Each result says whether its profile is maintained by the advisor (a Wellspent member) or was built from public sources: fee-only directory listings, SEC records, and the firm's own website, where every fact is checked against a quote on the page. Ranking is by fit to the request; nobody pays for placement.

Known tools 4

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.

Inferred read-only

get_advisor_profile

Use this when the person wants more detail about one advisor from a search.

Inferred read-only

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.

Inferred read-only

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.

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.wellspent]
url = "https://api.wellspent.co/mcp"
enabled = true

Claude Code

.mcp.json

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

Claude Desktop

Settings → Connectors → Add custom connector

Name: wellspent
Remote MCP URL: https://api.wellspent.co/mcp

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": {
    "wellspent": {
      "url": "https://api.wellspent.co/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

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

Generic MCP

Client-specific MCP configuration

{
  "name": "wellspent",
  "transport": "streamable-http",
  "url": "https://api.wellspent.co/mcp"
}

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.