This MCP server provides AI assistants access to SEC-registered financial advisor data, allowing users to search for advisors, view profiles, and check risk assessments.
From the registry: Search SEC-registered financial advisors — profiles, disclosures, risk scores, and credentials.
Please install the `mcp-drewkeever` MCP server into my current AI client (that's you).
Optional prerequisites:
- Install uv — uv/uvx required for the recommended launch path (https://docs.astral.sh/uv/getting-started/installation/)
Canonical MCP server config (stdio transport):
- command: `uvx`
- args: ["advisorfinder-mcp"]
Add this MCP server to my current client's config in the correct format for you. If you need secrets or credentials I haven't provided, ASK me — do not invent values or leave raw placeholders. After adding it, tell me how to verify the server is connected.Open-source SEC EDGAR toolkit — 11 tools, 7 prompts, every filing type. No API key required.
SEC filing intelligence — insider sentiment, material events, financial ratios, disclosure search.
MCP server for Stripe — global payments API (PaymentIntents, Checkout, Billing, Refunds)