LIVE ENDPOINT
https://mcp.wealthtech.dev/mcp
Connect to this endpoint to inspect the live schema for list_categories and invoke it with your own arguments.
Indexed input schema
{}Risk classification
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.
Parent server
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.wealthtech-dev]
url = "https://mcp.wealthtech.dev/mcp"
enabled = true
Claude Code
.mcp.json
{
"mcpServers": {
"wealthtech-dev": {
"type": "http",
"url": "https://mcp.wealthtech.dev/mcp"
}
}
}
Claude Desktop
Settings → Connectors → Add custom connector
Name: wealthtech-dev
Remote MCP URL: https://mcp.wealthtech.dev/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": {
"wealthtech-dev": {
"url": "https://mcp.wealthtech.dev/mcp"
}
}
}
Visual Studio Code
.vscode/mcp.json
Add to Visual Studio Code{
"servers": {
"wealthtech-dev": {
"type": "http",
"url": "https://mcp.wealthtech.dev/mcp"
}
}
}
Generic MCP
Client-specific MCP configuration
{
"name": "wealthtech-dev",
"transport": "streamable-http",
"url": "https://mcp.wealthtech.dev/mcp"
}
MCP Inspector
Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.
Related tools
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.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.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.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.