com.advisorfinder/mcp
REMOTE · MCP.ADVISORFINDER.COM · 2 COMPONENTS · SCANNED SEP 21
Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials.
Available components
How this component scores in each security and reliability category. Every signal is checked automatically against the live server, and we only credit what we can confirm. How we score → Why this is hard to score →
Endpoint Security57
- The endpoint's TLS certificate is valid, in date, and uses a strong key. View diagnostics → Pass
- Authorisation not fully verified: no authorisation is required to call this server, and 7 tool(s) never declared a destructiveHint. The MCP spec treats an absent hint as destructive by default, so we cannot call this surface safe. See how to fix → View diagnostics → Unverified
- HTTPS is enforced; there's no plaintext access path. View diagnostics → Pass
- HSTS check failed: the Strict-Transport-Security header is absent. See how to fix → View diagnostics → Fail
- DNSSEC check failed: this domain isn't protected by DNSSEC. See how to fix → View diagnostics → Fail
Transport & Reachability100
- Verified streamable-http transport via a live MCP handshake. View diagnostics → Pass
Schema Quality & AI Usability78
- 100% of prompts and resources have a non-trivial description (not blank, and not just the item's name).Pass
- AI-judged instruction clarity (good).Pass
- Context-footprint check failed: tool/resource definitions use about 1338 tokens (~133/item across 10 items; 7 tools + 3 resources), over budget; trim descriptions and params. See how to fix → Fail
- Usage-examples check failed: none of the tools include examples. See how to fix → Fail
Stability & Change Management100
- No destabilizing schema changes in the last 30 days.Pass
Tool Coverage71
- 100% of tools have a non-trivial description (not blank, and not just the tool's name).Pass
- 0% of tool parameters carry a description.Fail
- Structured output schemas are declared (100% of tools); any adoption earns full credit.Pass
Tool Safety100
- No prompt-injection markers were found in the server instructions, tool names or descriptions we captured.Pass
- We read all 7 captured tool definition(s), and no name or description among them implies an irreversible operation.Pass
- An AI judge read all 8 captured unit(s) of tool text and found none that tries to manipulate the model reading it.Pass
Capabilities100
- Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.Pass
How do I install the com.advisorfinder/mcp server?
com.advisorfinder/mcp is a hosted endpoint at https://mcp.advisorfinder.com/mcp, so there is nothing to install locally. Ready-made configuration for Claude, Cursor, VS Code, Codex and 5 more is on this page, copied from each client's own documentation.
remote · mcp.advisorfinder.com
claude mcp add --transport http com-advisorfinder-mcp 'https://mcp.advisorfinder.com/mcp'
{
"mcpServers": {
"com-advisorfinder-mcp": {
"url": "https://mcp.advisorfinder.com/mcp"
}
}
} {
"servers": {
"com-advisorfinder-mcp": {
"type": "http",
"url": "https://mcp.advisorfinder.com/mcp"
}
}
} [mcp_servers.com-advisorfinder-mcp] url = "https://mcp.advisorfinder.com/mcp"
{
"$schema": "https://opencode.ai/config.json",
"mcp": {
"com-advisorfinder-mcp": {
"type": "remote",
"url": "https://mcp.advisorfinder.com/mcp",
"enabled": true
}
}
} openclaw mcp add com-advisorfinder-mcp --url 'https://mcp.advisorfinder.com/mcp' --transport streamable-http
mcp_servers:
com-advisorfinder-mcp:
url: "https://mcp.advisorfinder.com/mcp" {
"McpServers": {
"com-advisorfinder-mcp": {
"Transport": "http",
"Url": "https://mcp.advisorfinder.com/mcp"
}
}
} assistant mcp add com-advisorfinder-mcp -t streamable-http -u 'https://mcp.advisorfinder.com/mcp'
{
"mcpServers": {
"com-advisorfinder-mcp": {
"type": "http",
"url": "https://mcp.advisorfinder.com/mcp"
}
}
} The mcpServers block is a cross-client convention. Remote transports vary, so check your client's docs.
Every change we have recorded for this component, newest first. Security-relevant changes are always shown. ▲ marks a change for the better, ▼ a change for the worse; unmarked changes are neutral.
- 7 Sept 26 +1
- Stability: 0.97 → pass security
- 5 Sept 26 +1
No change was recorded against any check on this day. Stability & Change Management went from 90 to 93. That category is still filling its 30-day observation window: 27 days of observed history at the previous scan, 28 at this one. The score rises as the window fills, whether or not the server changes.
- 3 Sept 26 +1
No change was recorded against any check on this day. Stability & Change Management went from 83 to 87. That category is still filling its 30-day observation window: 25 days of observed history at the previous scan, 26 at this one. The score rises as the window fills, whether or not the server changes.
- 1 Sept 26 +1
No change was recorded against any check on this day. Stability & Change Management went from 77 to 80. That category is still filling its 30-day observation window: 23 days of observed history at the previous scan, 24 at this one. The score rises as the window fills, whether or not the server changes.
- 30 Aug 26 +1
No change was recorded against any check on this day. Stability & Change Management went from 70 to 73. That category is still filling its 30-day observation window: 21 days of observed history at the previous scan, 22 at this one. The score rises as the window fills, whether or not the server changes.
- 29 Aug 26 0
- Tool “get_advisor” rewrote its description, which is the text the model reads security
- Tool “check_advisor” rewrote its description, which is the text the model reads security
- 27 Aug 26 +1
No change was recorded against any check on this day. Stability & Change Management went from 60 to 63. That category is still filling its 30-day observation window: 18 days of observed history at the previous scan, 19 at this one. The score rises as the window fills, whether or not the server changes.
- 26 Aug 26 +2
- We updated how we score, so this day's move reflects our rubric, not a change to the server See what changed → functional
Diagnostic detail from the automated scan of this channel: what the scanner observed at each step, so you can see exactly where a check passed or failed. It is informational only and never changes the trust score.
Captured 21 Sept 2026 · Probed https://mcp.advisorfinder.com/mcp
TLS valid
Negotiated TLS 1.3 with TLS_AES_128_GCM_SHA256 .
| Subject | Issuer | Valid from | Valid until | Key | Signature | Serial |
|---|---|---|---|---|---|---|
| CN=mcp.advisorfinder.com | CN=WE1,O=Google Trust Services,C=US | 8 Aug 2026 | 6 Nov 2026 | ECDSA 256 | ECDSA-SHA256 | e80d314352be50380ef1407ea402ffa7 |
| SANs: mcp.advisorfinder.com | ||||||
| CN=WE1,O=Google Trust Services,C=US (CA) | CN=GTS Root R4,O=Google Trust Services LLC,C=US | 13 Dec 2023 | 20 Feb 2029 | ECDSA 256 | ECDSA-SHA384 | 7ff31977972c224a76155d13b6d685e3 |
| CN=GTS Root R4,O=Google Trust Services LLC,C=US (CA) | CN=GlobalSign Root CA,OU=Root CA,O=GlobalSign nv-sa,C=BE | 15 Nov 2023 | 28 Jan 2028 | ECDSA 384 | SHA256-RSA | 7fe530bf331343bedd821610493d8a1b |
Background: What to check on a remote MCP endpoint →
DNSSEC insecure
Validation of mcp.advisorfinder.com. — Not signed
| Zone | DS | Keys | Algorithms | Outcome |
|---|---|---|---|---|
| . | trust_anchor | 20326, 38696 | 8, 8 | Verified |
| com. | present | 19718 | 13 | Verified |
| advisorfinder.com. | absent | Unsigned (proven) parent-signed NSEC/NSEC3 proves an unsigned delegation |
Authentication No authorisation required
The endpoint answered without asking for a token. Anyone who knows the URL can reach it.
| Result | No authorisation required |
|---|---|
| HTTP status | 200 |
Background: How OAuth 2.1 works in the 2026 MCP spec →
Transports 2 probes
| Transport | URL | Outcome | Status | Location |
|---|---|---|---|---|
| streamable-http | https://mcp.advisorfinder.com/mcp | Verified | 200 | |
| http (plaintext) | http://mcp.advisorfinder.com/mcp | HTTPS enforced | 301 | https://mcp.advisorfinder.com/mcp |
The tools this component advertises to a client, with an estimated token cost for each. Expand a tool to see its parameters and schema. The per-tool counts are indicative and are not scored directly; the schema's total context footprint is one signal in Schema Quality & AI Usability. A tool's description is untrusted text the model reads on every call, which is what makes this list a security surface and not just an inventory: how tool poisoning works →
check_advisor ~187
Quick yes/no-style verification of an advisor: is their registration active, which states they hold an investment-adviser registration in (`advisory_states`, with any broker-dealer state registrations reported separately as a labeled count in `also_registered_as_broker`), how long they have been in the industry, and their four-state disclosure status. Accepts EITHER a CRD number (all digits) OR a name — optionally narrowed by firm/state to disambiguate common names. If a name matches more than one advisor, returns candidates instead of guessing; re-run with the CRD from the list. This tool never returns a numeric risk score — only the underlying facts (registration status, disclosure status) so you can judge for yourself.
| Name | Type | Req | Description |
|---|---|---|---|
| firm | – | – | – |
| name_or_crd | string | yes | – |
| state | – | – | – |
Structured output declared, but exposes no named fields.
No examples provided.
find_bookable_advisors ~318
Search advisors listed on AdvisorFinder's marketplace — professionals with public profiles you can view and contact directly. This searches only AdvisorFinder members (a few hundred advisors), not the full SEC roster; use search_advisors for the full roster. All filters are optional — browsing with none of them is fine, since this tool's scope is already narrow. `specialty` matches against the advisor's bio, client description, quick facts, and credentials (case-insensitive substring). Returns, per member: their self-provided profile info (bio, credentials, pricing, minimum account size, education, and more), a link to their full AdvisorFinder profile, AND regulatory facts for their CRD. Members whose CRD is in our SEC dataset get the same registration status and four-state disclosure status check_advisor reports — never softened. Members whose CRD is NOT in our SEC dataset (typically state-registered or BD-side advisors) get a labeled note saying so, with FINRA BrokerCheck / SEC IAPD verify links — never presented as if clean. AUM and client-count figures are self-reported by the advisor, not regulatory data, and are always labeled as such. Being listed here is a business relationship with AdvisorFinder, not an endorsement, and never affects how any advisor ranks in search_advisors/check_advisor.
| Name | Type | Req | Description |
|---|---|---|---|
| city | – | – | – |
| limit | integer | – | – |
| specialty | – | – | – |
| state | – | – | – |
Structured output declared, but exposes no named fields.
No examples provided.
get_advisor ~186
Get the full profile for an investment adviser representative (IAR) by CRD number — no need to search first if you already have it. Returns employment history (current firm first, then previous), exams passed, the states where they hold an investment-adviser registration (`advisory_states`; broker-dealer state registrations are reported separately as a labeled count in `also_registered_as_broker`, because selling securities is not the same as giving investment advice), professional designations (always labeled self-reported — none of this data is independently verified), years in the industry, and four-state disclosure status (never phrased as "clean"/"safe": none_reported / disclosed_no_detail / disclosed_with_detail / unknown). Data is derived from SEC IAPD / FINRA BrokerCheck.
| Name | Type | Req | Description |
|---|---|---|---|
| crd | string | yes | – |
Structured output declared, but exposes no named fields.
No examples provided.
get_database_stats ~107
Overall stats about our data: how many firms and advisors we cover, when each data source was last refreshed (vintages), and a full four-state disclosure tally — INCLUDING the 'unknown' bucket (advisors where we simply don't have disclosure detail on file; that is not the same as a clean record). Also states coverage scope explicitly: we do not claim to cover the whole US advisor population, only SEC-registered firms and their active reps.
Input schema present but exposes no named parameters.
Structured output declared, but exposes no named fields.
No examples provided.
get_firm ~150
Get the full profile for an investment adviser FIRM by CRD number: identity, address, website, AUM band, headcount, who they serve and how they charge (rendered as lists), any disclosure flag, state registrations, office locations (private-residence addresses are withheld per SEC privacy rules), prior/other names, fee details from their ADV Part 2A brochure (marked as estimated when it is), and how many individual advisor records we have on file for them (an empty roster does not necessarily mean an empty firm — see the caveat when that happens). State-registered-only firms get a reduced profile.
| Name | Type | Req | Description |
|---|---|---|---|
| crd | string | yes | – |
Structured output declared, but exposes no named fields.
No examples provided.
search_advisors ~181
Search SEC-registered investment adviser representatives (IARs) by name, firm, city, and/or state. No CRD number needed. At least one of name/firm/city/state is required — e.g. browse by city+state alone, or search by name. Returns, per match: CRD, name, the firm(s) they're linked to (with branch city/state), a four-state disclosure status (none_reported / disclosed_no_detail / disclosed_with_detail / unknown — never "clean"), and a link to the advisor's full SEC IAPD record. Data is derived from SEC IAPD / FINRA BrokerCheck registration feeds, not real-time.
| Name | Type | Req | Description |
|---|---|---|---|
| city | – | – | – |
| firm | – | – | – |
| limit | integer | – | – |
| name | – | – | – |
| state | – | – | – |
Structured output declared, but exposes no named fields.
No examples provided.
search_firms ~144
Search SEC- and state-registered investment adviser FIRMS by name and/or state. Matches on the firm's primary name, legal name, or any "also known as" prior name on file. Returns, per match: CRD, name, city/ state, AUM band, advisor headcount, and a link to the firm's SEC IAPD record. State-registered-only firms (not SEC-registered) are included but flagged — purely state-registered firms have no advisor rosters at all; state-listed firms showing rosters are dual-registered.
| Name | Type | Req | Description |
|---|---|---|---|
| limit | integer | – | – |
| name | – | – | – |
| state | – | – | – |
Structured output declared, but exposes no named fields.
No examples provided.
What is the com.advisorfinder/mcp server?
com.advisorfinder/mcp is listed in the public MCP registry as com.advisorfinder/mcp. Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials. This page covers its hosted endpoint (https://mcp.advisorfinder.com/mcp).
Is the com.advisorfinder/mcp server safe to use?
com.advisorfinder/mcp scores 77 out of 100 on VerifyMCP. That is a record of what we were able to check automatically, not an endorsement. The category breakdown on this page shows every signal behind the number, including the ones we could not confirm.
What tools does the com.advisorfinder/mcp server expose?
com.advisorfinder/mcp exposes 7 tools: search_advisors, get_advisor, check_advisor, find_bookable_advisors, search_firms, and 2 more. Their descriptions and schemas cost roughly 1,273 tokens of context every time the server is loaded.
Does the com.advisorfinder/mcp server require authentication?
No. We connected to com.advisorfinder/mcp without credentials and it answered, so anything it exposes is reachable by anyone who knows the address.
Is the com.advisorfinder/mcp server still maintained?
com.advisorfinder/mcp is still listed as active in the MCP registry. We last reached this channel on 21 September 2026. Those dates come from our own scans of the registry and the channel itself, not from anything the publisher announced.