MCP server for vetting SEC-registered financial advisors: search 213k+ advisors, disclosure status, firm fees, credentials. By AdvisorFinder.
Setup
Choose your client, copy the config, then fill in any required environment variables.
Local
claude mcp add advisorfinder -- uvx advisorfinder-mcp~/.codex/config.toml
[mcp_servers.advisorfinder]
command = "uvx"
args = ["advisorfinder-mcp"]
# codex mcp add advisorfinder -- uvx advisorfinder-mcp~/.cursor/mcp.json
{
"mcpServers": {
"advisorfinder": {
"command": "uvx",
"args": [
"advisorfinder-mcp"
]
}
}
}.vscode/mcp.json
{
"servers": {
"advisorfinder": {
"type": "stdio",
"command": "uvx",
"args": [
"advisorfinder-mcp"
]
}
}
}~/.gemini/settings.json
{
"mcpServers": {
"advisorfinder": {
"command": "uvx",
"args": [
"advisorfinder-mcp"
]
}
}
}claude_desktop_config.json
{
"mcpServers": {
"advisorfinder": {
"command": "uvx",
"args": [
"advisorfinder-mcp"
]
}
}
}.trae/mcp.json
{
"mcpServers": {
"advisorfinder": {
"command": "uvx",
"args": [
"advisorfinder-mcp"
]
}
}
}Remote
claude mcp add --transport http advisorfinder https://mcp.advisorfinder.com/mcp~/.codex/config.toml
[mcp_servers.advisorfinder]
url = "https://mcp.advisorfinder.com/mcp"
# codex mcp add advisorfinder --url https://mcp.advisorfinder.com/mcp~/.cursor/mcp.json
{
"mcpServers": {
"advisorfinder": {
"url": "https://mcp.advisorfinder.com/mcp"
}
}
}.vscode/mcp.json
{
"servers": {
"advisorfinder": {
"type": "http",
"url": "https://mcp.advisorfinder.com/mcp"
}
}
}~/.gemini/settings.json
{
"mcpServers": {
"advisorfinder": {
"httpUrl": "https://mcp.advisorfinder.com/mcp"
}
}
}claude_desktop_config.json · Customize › Connectors › Add custom connector
{
"mcpServers": {
"advisorfinder": {
"command": "npx",
"args": [
"-y",
"mcp-remote",
"https://mcp.advisorfinder.com/mcp"
]
}
}
}.trae/mcp.json
{
"mcpServers": {
"advisorfinder": {
"url": "https://mcp.advisorfinder.com/mcp"
}
}
}