INDIVIDUAL MCP TOOL

lookup_fund

Get full profile of one fund by slug: structure, IM/PDS docs, AIP eligibility, linked provider + offers.

wholesaleinvestor.co.nznone authenticationAvailability not checked

Input schema

{}

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.wholesaleinvestor-co-nz]
url = "https://wholesaleinvestor.co.nz/mcp"
enabled = true

Claude Code

.mcp.json

{
  "mcpServers": {
    "wholesaleinvestor-co-nz": {
      "type": "http",
      "url": "https://wholesaleinvestor.co.nz/mcp"
    }
  }
}

Claude Desktop

Settings → Connectors → Add custom connector

Name: wholesaleinvestor-co-nz
Remote MCP URL: https://wholesaleinvestor.co.nz/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": {
    "wholesaleinvestor-co-nz": {
      "url": "https://wholesaleinvestor.co.nz/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

{
  "servers": {
    "wholesaleinvestor-co-nz": {
      "type": "http",
      "url": "https://wholesaleinvestor.co.nz/mcp"
    }
  }
}

Generic MCP

Client-specific MCP configuration

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

MCP Inspector

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

list_providers — List NZ wholesale fund managers / providers in the WI directory.
lookup_provider — Get full profile of one provider by slug: FSP, AUM, location, funds, key people, links.
list_funds — List funds in the WI directory.
list_open_offers — List currently open / closing-soon offers (with target returns, minimums, fees from the offer-level data).
lookup_offer — Get full profile of one offer by slug — including target return, minimum investment, fees, liquidity, IM/PDS docs.
find_evergreen_funds — List evergreen (perpetually-open) funds — the load-bearing display invariant of WI.
find_aip_eligible_funds — List funds with AIP-visa-eligible offers (Active Investor Plus).
compare_providers — Side-by-side compare two providers by slug.