INDIVIDUAL MCP TOOL

get_advisor_profile

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

wellspent.conone authenticationAvailability not checked

LIVE ENDPOINT

https://api.wellspent.co/mcp

No auth detected

Connect to this endpoint to inspect the live schema for get_advisor_profile and invoke it with your own arguments.

{}

Inferred read-only · medium confidence · heuristic, not a guarantee.

No write-capable action terms were found; this is not proof that invocation has no side effects.

CONNECT WITH APPROVAL

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.

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.
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.
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.