# com.advisorfinder/mcp (remote · mcp.advisorfinder.com)

Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials.

- Trust score: 77/100 (medium)
- Change this week: 0
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-09-21

## Components

- remote · `mcp.advisorfinder.com`: 77/100 (this document), [markdown](https://verifymcp.io/servers/com-advisorfinder-mcp/mcp.md), [page](https://verifymcp.io/servers/com-advisorfinder-mcp/mcp)
- pypi · `advisorfinder-mcp`: 36/100, [markdown](https://verifymcp.io/servers/com-advisorfinder-mcp/advisorfinder-mcp.md), [page](https://verifymcp.io/servers/com-advisorfinder-mcp/advisorfinder-mcp)

## Channel facts

- Endpoint: `https://mcp.advisorfinder.com/mcp`
- Transports: `streamable-http`
- Auth: `none`
- Version: `2.1.0`

## Trust breakdown

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. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog)

Scored 2026-09-21.

- **Endpoint Security**: 57/100
  - The endpoint's TLS certificate is valid, in date, and uses a strong key.
  - 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.
  - HTTPS is enforced; there's no plaintext access path.
  - HSTS check failed: the Strict-Transport-Security header is absent.
  - DNSSEC check failed: this domain isn't protected by DNSSEC.
- **Transport & Reachability**: 100/100
  - Verified streamable-http transport via a live MCP handshake.
- **Schema Quality & AI Usability**: 78/100
  - 100% of prompts and resources have a non-trivial description (not blank, and not just the item's name).
  - AI-judged instruction clarity (good).
  - 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.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 100/100
  - No destabilizing schema changes in the last 30 days.
- **Tool Coverage**: 71/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 0% of tool parameters carry a description.
  - Structured output schemas are declared (100% of tools); any adoption earns full credit.
- **Tool Safety**: 100/100
  - No prompt-injection markers were found in the server instructions, tool names or descriptions we captured.
  - We read all 7 captured tool definition(s), and no name or description among them implies an irreversible operation.
  - An AI judge read all 8 captured unit(s) of tool text and found none that tries to manipulate the model reading it.
- **Capabilities**: 100/100
  - Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.

## Install

### 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.

### Claude

```bash
claude mcp add --transport http com-advisorfinder-mcp 'https://mcp.advisorfinder.com/mcp'
```

### Cursor

```json
{
  "mcpServers": {
    "com-advisorfinder-mcp": {
      "url": "https://mcp.advisorfinder.com/mcp"
    }
  }
}
```

### VS Code

```json
{
  "servers": {
    "com-advisorfinder-mcp": {
      "type": "http",
      "url": "https://mcp.advisorfinder.com/mcp"
    }
  }
}
```

### Codex

```toml
[mcp_servers.com-advisorfinder-mcp]
url = "https://mcp.advisorfinder.com/mcp"
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "com-advisorfinder-mcp": {
      "type": "remote",
      "url": "https://mcp.advisorfinder.com/mcp",
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add com-advisorfinder-mcp --url 'https://mcp.advisorfinder.com/mcp' --transport streamable-http
```

### Hermes

```yaml
mcp_servers:
  com-advisorfinder-mcp:
    url: "https://mcp.advisorfinder.com/mcp"
```

### Netclaw

```json
{
  "McpServers": {
    "com-advisorfinder-mcp": {
      "Transport": "http",
      "Url": "https://mcp.advisorfinder.com/mcp"
    }
  }
}
```

### Vellum

```bash
assistant mcp add com-advisorfinder-mcp -t streamable-http -u 'https://mcp.advisorfinder.com/mcp'
```

### Other

```json
{
  "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.

## Changelog

Every change recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims.

### 2026-09-07 (score 77, +1)

- [security] Stability: 0.97 → pass

### 2026-09-05 (score 76, +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.

### 2026-09-03 (score 75, +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.

### 2026-09-01 (score 74, +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.

### 2026-08-30 (score 73, +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.

### 2026-08-29 (score 72, 0)

- [security] 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

### 2026-08-27 (score 72, +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.

### 2026-08-26 (score 71, +2)

- [functional] We updated how we score, so this day's move reflects our rubric, not a change to the server

## MCP tools (7)

### `search_advisors` (~181 tokens)

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.

Input parameters:

- `city`
- `firm`
- `limit` (integer)
- `name`
- `state`

### `get_advisor` (~186 tokens)

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.

Input parameters:

- `crd` (string, required)

### `check_advisor` (~187 tokens)

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.

Input parameters:

- `firm`
- `name_or_crd` (string, required)
- `state`

### `find_bookable_advisors` (~318 tokens)

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.

Input parameters:

- `city`
- `limit` (integer)
- `specialty`
- `state`

### `search_firms` (~144 tokens)

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.

Input parameters:

- `limit` (integer)
- `name`
- `state`

### `get_firm` (~150 tokens)

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.

Input parameters:

- `crd` (string, required)

### `get_database_stats` (~107 tokens)

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.

## Diagnostics

Captured diagnostic sections: TLS, DNSSEC, Authorisation, Transports. The full working is on the page: https://verifymcp.io/servers/com-advisorfinder-mcp/mcp#diagnostics

## Score history

- 2026-09-21: 77
- 2026-09-20: 77
- 2026-09-19: 77
- 2026-09-18: 77
- 2026-09-17: 77
- 2026-09-16: 77
- 2026-09-15: 77
- 2026-09-14: 77
- 2026-09-13: 77
- 2026-09-12: 77
- 2026-09-11: 77
- 2026-09-10: 77
- 2026-09-09: 77
- 2026-09-08: 77
- 2026-09-07: 77
- 2026-09-06: 76
- 2026-09-05: 76
- 2026-09-04: 75
- 2026-09-03: 75
- 2026-09-02: 74
- 2026-09-01: 74
- 2026-08-31: 73
- 2026-08-30: 73
- 2026-08-29: 72
- 2026-08-28: 72
- 2026-08-27: 72
- 2026-08-26: 71
- 2026-08-25: 69
- 2026-08-24: 69
- 2026-08-23: 68

## Common questions

### 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.

## Links

- Remote endpoint: https://mcp.advisorfinder.com/mcp
- Repository: https://github.com/drew-keever/advisorfinder-mcp
- Website: https://advisorfinder.com/
- Changelog RSS feed: https://verifymcp.io/servers/com-advisorfinder-mcp/mcp.xml
- Changelog JSON feed: https://verifymcp.io/servers/com-advisorfinder-mcp/mcp.json
- HTML version of this page: https://verifymcp.io/servers/com-advisorfinder-mcp/mcp