wealthtech.dev

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

• Connection: Runs in the cloud
• Transport: Streamable HTTP
• Category: Other

Install

Pick the AI app you use, then copy the settings.

You need

• Runs in the cloudNothing to install; it connects over the internet

Which app do you use?

https://mcp.wealthtech.dev/mcp

claude mcp add --transport http wealthtech https://mcp.wealthtech.dev/mcp

{
  "mcpServers": {
    "wealthtech": {
      "url": "https://mcp.wealthtech.dev/mcp"
    }
  }
}

{
  "servers": {
    "wealthtech": {
      "type": "http",
      "url": "https://mcp.wealthtech.dev/mcp"
    }
  }
}

https://mcp.wealthtech.dev/mcp

Your choice stays on this device in a cookie; no account needed.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

Tool names and descriptions exactly as the server reported them on Nov 7, 2026. The maker wrote them, not us; we show them as plain text.

• 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. Returns one row per product; call get_product for the quoted evidence behind each value.

• 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. Each fact has its state, checked date and a verbatim quote i

• 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. Use since to get only recent entries.

• 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. Matches the exact column name (e.g. "5E(1)" or "Organization CRD#") or a normalized name (crd_number

• list_categories

  The product categories wealthtech.dev covers, with how many products each holds.

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 9, 2026

• ! Caution

  Maker matches the repo

  The registry lists no source repo, so we cannot match the publisher (wealthtech.dev) to the code

• … Not checked yet

  Still maintained

  We have not read this repo from GitHub yet

• … Not checked yet

  Has a licence

  We have not read this repo from GitHub yet

• ✓ Pass

  Endpoint responds

  Responded in 153 ms (HTTP 200)

• – Not applicable

  Sign-in with OAuth

  No sign-in needed

• ✓ Pass

  No hidden instructions in tool descriptions

  Read 8 tool descriptions and found no hidden instructions to the AI

Compared with others in Otheri

• More stars than 0% of the other 18630 servers in this category
• Published to the registry more recently than 71% of the other 18630 servers in this category
• Basic checks equal to or better than 36% of the other 18630 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Alternatives

Servers in the same category from other makers, sorted by stars.

Reading a card:↓ Downloads per weeki★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

README from the maker

No README found in the repo