{"id":"dcc730b0-36f6-49a2-ac52-0bd745197dba","slug":"advisorscope","kind":"mcp","name":"advisorscope","summary":"SEC-registered advisor and firm search: profiles, disclosure status, fees and database statistics.","owner":"CloudCorpRecords","repoUrl":"https://github.com/CloudCorpRecords/advisorscope","license":"MIT","licenseTier":"permissive","trust":"community","stars":0,"match":null,"fewStars":true,"format":"mcp","createdAt":"2026-11-03T15:10:11.000Z","addedAt":"2026-11-05T20:06:04.923Z","logoUrl":"https://avatars.githubusercontent.com/u/95189389?u=8e277e1a24ff84ae7b49c89e6897fa44178a5c34&v=4","linkOnly":false,"collection":null,"skillPath":null,"categories":["databases","search"],"tags":[],"runtime":"node","local":true,"cloudCapable":false,"cloudCapability":"unknown","cloudReadyOnPlatform":false,"needsApiKey":false,"reviewed":false,"syncedAt":"2026-11-05T21:21:28.280Z","sample":false,"url":"https://conduits.dev/tools/advisorscope","language":"TypeScript","transports":["stdio"],"install":{"npm":"@reneturcios/advisorscope"},"requirements":{"env":[],"upstreamMayCharge":false},"tools":null,"readme":"# advisorscope\n\nLook up the people and firms behind investment advice.\nadvisorscope is a keyless forwarding client for the hosted\nAdvisorFinder MCP endpoint, which serves SEC registration\ndata: individual adviser representatives, the firms they\nwork for, marketplace-listed advisors you can actually\nbook, and statistics across the whole database.\n\nThere is nothing local to configure and no account to\ncreate. This package holds the tool definitions and a\nsmall set of guard rails; every lookup is forwarded to the\nhosted endpoint and the answer comes back exactly as the\nremote server produced it, serialized as JSON text.\n\n## How forwarding works\n\nEach tool call opens a fresh session with the remote MCP\nserver and closes the loop in three steps:\n\n1. An `initialize` JSON-RPC POST (protocol version\n   `2025-03-26`, client `advisorscope/0.1.0`); the\n   `mcp-session-id` response header is captured.\n2. A `notifications/initialized` POST carrying that session\n   header.\n3. A `tools/call` POST with the tool name and your\n   arguments, forwarded verbatim — nothing is added,\n   renamed or dropped.\n\nResponses in plain JSON and in SSE framing are both\nunderstood. A remote JSON-RPC error surfaces as an error\nresult carrying the remote message; a non-2xx reply fails\nwith `advisorfinder error: HTTP <status>`; an unreachable\nendpoint fails with `advisorfinder unreachable`. There are\nno retries.\n\n## Configuration\n\n- No API key, no account, and no `Authorization` header is\n  ever sent.\n- `ADVISORFINDER_MCP_URL` (optional) — the remote MCP\n  endpoint. Defaults to `https://mcp.advisorfinder.com/mcp`.\n\n## Tools\n\n- `search_advisors` — adviser representatives matching a\n  `name`, `firm`, `city` and/or `state`. Each match carries\n  a CRD, the linked firm(s), a four-state disclosure\n  status, and an SEC IAPD link.\n- `get_advisor` — the full profile for one `crd`:\n  employment history, exams passed, states of registration,\n  self-reported designations, years in the industry, and\n  disclosure status.\n- `check_advisor` — a fast registration check by `crd` or\n  `name`, optionally narrowed by `firm` and/or `state`:\n  active or not, which states, how long in the industry,\n  disclosure status. Facts only — never a numeric risk\n  score.\n- `find_bookable_advisors` — advisors listed on the\n  AdvisorFinder marketplace, filtered by `specialty`,\n  `city` and/or `state`, with self-provided profile details\n  and the regulatory facts behind their CRD (or a labelled\n  note when a listing is not in the SEC dataset).\n- `search_firms` — registered firms matching a `name`\n  and/or `state`, with CRD, city/state, AUM band, advisor\n  headcount, and an SEC IAPD link.\n- `get_firm` — the full profile for one firm `crd`:\n  locations, other and prior names, the fee schedule from\n  Form ADV Part 2A where available, disciplinary flags,\n  and advisor roster count.\n- `get_database_stats` — totals for firms and advisors,\n  the data vintage of each upstream source, and the full\n  four-state disclosure tally. Takes no arguments.\n\n### Local guards\n\nTwo checks run locally, before anything is sent:\n\n- `get_advisor` and `get_firm` need a non-empty `crd`;\n  without one they fail with `crd must be a non-empty\n  string` and no request is made.\n- `check_advisor` needs at least one of `crd` or `name`;\n  with neither it fails with `check_advisor requires crd\n  or name` and no request is made.\n\nEverything else is forwarded as given — validation of the\nremaining arguments is the remote server's job.\n\n### Provenance\n\nThe tool list and each tool's meaning come from the\nupstream package's published description. Two parts are\nreconstructions, labelled as such: the per-tool argument\nsets follow the description's documented parameter\nsemantics rather than a tabulated schema, and the\nStreamable HTTP session handshake follows the standard\nsession pattern for hosted MCP endpoints.\n\n## CLI\n\nEach tool is a subcommand taking one JSON argument string:\n\n```bash\nnpx @reneturcios/advisorscope search_advisors '{\"state\":\"CA\",\"city\":\"San Francisco\"}'\nnpx @reneturcios/advisorscope get_advisor '{\"crd\":\"123456\"}'\nnpx @reneturcios/advisorscope check_advisor '{\"name\":\"Jane Doe\",\"state\":\"NY\"}'\nnpx @reneturcios/advisorscope find_bookable_advisors '{\"specialty\":\"retirement\",\"state\":\"TX\"}'\nnpx @reneturcios/advisorscope search_firms '{\"name\":\"Acme\",\"state\":\"DE\"}'\nnpx @reneturcios/advisorscope get_firm '{\"crd\":\"789012\"}'\nnpx @reneturcios/advisorscope get_database_stats '{}'\nnpx @reneturcios/advisorscope --version\n```\n\nOutput is the tool's result text (the remote result,\nserialized as JSON, on success). Exit codes: `0` on\nsuccess, `1` on an error result (including a guard,\nremote or transport failure), `2` on a usage error.\n\n## MCP server\n\n```bash\nnpx -y @reneturcios/advisorscope mcp\n```\n\nMCP client config:\n\n```json\n{\n  \"mcpServers\": {\n    \"advisorscope\": {\n      \"command\": \"npx\",\n      \"args\": [\"-y\", \"@reneturcios/advisorscope\", \"mcp\"]\n    }\n  }\n}\n```\n\n## Docker\n\n```bash\ndocker run -i ghcr.io/cloudcorprecords/advisorscope\ndocker run --rm ghcr.io/cloudcorprecords/advisorscope get_database_stats '{}'\n```\n\n## Development\n\n```bash\nnpm install\nnpm run build   # tsc -> dist/\nnpm test        # tsx --test test/*.test.ts (fake fetch only, no network)\nnpm run dev     # run the CLI from source\n```\n\n## License\n\nMIT — Copyright (c) 2026 Rene Turcios\n"}