# wealthtech.dev (remote · mcp.wealthtech.dev)

Read-only, sourced access facts for wealth tech products, vendor MCP servers and Form ADV columns.

- Trust score: 73/100 (medium)
- Change this week: +4
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-11-05

## Components

- remote · `mcp.wealthtech.dev`: 73/100 (this document), [markdown](https://verifymcp.io/servers/dev-wealthtech-mcp/mcp.md), [page](https://verifymcp.io/servers/dev-wealthtech-mcp/mcp)

## Channel facts

- Endpoint: `https://mcp.wealthtech.dev/mcp`
- Transports: `streamable-http`
- Auth: `none`
- Version: `0.2.0`

## 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 2026-11-05.

- **Endpoint Security**: 63/100
  - The endpoint's TLS certificate is valid, in date, and uses a strong key.
  - No authorisation is required to call this server. Every tool declares its destructiveHint and none is destructive, so open access doesn't expose one.
  - HTTPS enforcement could not be verified: the plaintext port answered with HTTP 405, which proves neither a plaintext path nor enforcement.
  - 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**: 72/100
  - AI-judged instruction clarity (good).
  - Tool/resource definitions use about 867 tokens (~108/item across 8 items; 8 tools + 0 resources), lean.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 47/100
  - Stability observed for 14 of 30 days with no destabilising changes; credit accrues until the full window elapses.
- **Tool Coverage**: 97/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 91% of tool parameters carry a description.
- **Tool Safety**: 100/100
  - No prompt-injection markers were found in the server instructions, tool names or descriptions we captured.
  - We read all 8 captured tool definition(s), and no name or description among them implies an irreversible operation.
  - An AI judge read all 9 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 wealthtech.dev MCP server?

wealthtech.dev is a hosted endpoint at https://mcp.wealthtech.dev/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 dev-wealthtech-mcp 'https://mcp.wealthtech.dev/mcp'
```

### Cursor

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

### VS Code

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

### Codex

```toml
[mcp_servers.dev-wealthtech-mcp]
url = "https://mcp.wealthtech.dev/mcp"
```

### opencode

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

### OpenClaw

```bash
openclaw mcp add dev-wealthtech-mcp --url 'https://mcp.wealthtech.dev/mcp' --transport streamable-http
```

### Hermes

```yaml
mcp_servers:
  dev-wealthtech-mcp:
    url: "https://mcp.wealthtech.dev/mcp"
```

### Netclaw

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

### Vellum

```bash
assistant mcp add dev-wealthtech-mcp -t streamable-http -u 'https://mcp.wealthtech.dev/mcp'
```

### Other

```json
{
  "mcpServers": {
    "dev-wealthtech-mcp": {
      "type": "http",
      "url": "https://mcp.wealthtech.dev/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.

### 2026-11-05 (score 73, +1)

No change was recorded against any check on this day. Stability & Change Management went from 43 to 47. That category is still filling its 30-day observation window: 13 days of observed history at the previous scan, 14 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-11-03 (score 72, +1)

No change was recorded against any check on this day. Stability & Change Management went from 37 to 40. That category is still filling its 30-day observation window: 11 days of observed history at the previous scan, 12 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-11-01 (score 71, +1)

No change was recorded against any check on this day. Stability & Change Management went from 30 to 33. That category is still filling its 30-day observation window: 9 days of observed history at the previous scan, 10 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-10-30 (score 70, +1)

No change was recorded against any check on this day. Stability & Change Management went from 23 to 27. That category is still filling its 30-day observation window: 7 days of observed history at the previous scan, 8 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-10-28 (score 69, +1)

No change was recorded against any check on this day. Stability & Change Management went from 17 to 20. That category is still filling its 30-day observation window: 5 days of observed history at the previous scan, 6 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-10-26 (score 68, +1)

No change was recorded against any check on this day. Stability & Change Management went from 10 to 13. That category is still filling its 30-day observation window: 3 days of observed history at the previous scan, 4 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-10-24 (score 67, +1)

No change was recorded against any check on this day. Stability & Change Management went from 3 to 7. That category is still filling its 30-day observation window: 1 days of observed history at the previous scan, 2 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-10-23 (score 66, 0)

- [functional improvement] Stability: unverified → 0.03

## MCP tools (8)

### `search_products` (~183 tokens)

Search wealth technology 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.

Input parameters:

- `access` (string): open = docs and keys self-serve; open-docs-gated-keys = docs public, keys by approval; partner-gated = partnership needed; unknown = no public API found; unreadable = the pages blocked automated read…
- `category` (string): Category id, e.g. crm, planning, portfolio-reporting, custodian, aggregation. See list_categories.
- `has_mcp` (boolean): true = only products with an MCP server or AI connector on record.
- `query` (string): Words to match against product name, vendor, id and category. Omit to list all.

### `get_product` (~106 tokens)

Get one product's developer access record

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 in sources[].

Input parameters:

- `id` (string, required): Product id, e.g. wealthbox, orion, schwab-advisor-services. Use search_products to find ids.

### `compare_access` (~69 tokens)

Compare API access across products

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.

Input parameters:

- `ids` (array, required): Product ids to compare.

### `list_mcp_servers` (~63 tokens)

List wealth-tech MCP servers and AI connectors

MCP servers and AI connectors published by wealth technology vendors: endpoint, status (live or announced), kind, tool count and the products they connect to.

Input parameters:

- `product_id` (string): Only servers that connect to this product id.
- `status` (string)

### `get_mcp_server` (~79 tokens)

Get one MCP server or AI connector

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[].

Input parameters:

- `id` (string, required): MCP record id, e.g. wealthbox-mcp. Use list_mcp_servers to find ids.

### `get_changes` (~52 tokens)

What changed on wealthtech.dev

Dated changelog entries: new products, changed access facts, new MCP servers. Use since to get only recent entries.

Input parameters:

- `since` (string): ISO date (YYYY-MM-DD); entries on or after it.

### `get_form_adv_column` (~130 tokens)

Explain a column in the SEC investment adviser file

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); otherwise returns up to 10 columns whose name contains the text.

Input parameters:

- `name` (string, required): Column name, normalized name, Form ADV item (e.g. 5.F(2)(c)) or part of one.

### `list_categories` (~23 tokens)

List product categories

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

## Diagnostics

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

## Score history

- 2026-11-05: 73
- 2026-11-04: 72
- 2026-11-03: 72
- 2026-11-02: 71
- 2026-11-01: 71
- 2026-10-31: 70
- 2026-10-30: 70
- 2026-10-29: 69
- 2026-10-28: 69
- 2026-10-27: 68
- 2026-10-26: 68
- 2026-10-25: 67
- 2026-10-24: 67
- 2026-10-23: 66
- 2026-10-22: 66

## Common questions

### What is the wealthtech.dev MCP server?

wealthtech.dev is an MCP server listed in the public MCP registry as dev.wealthtech/mcp. Read-only, sourced access facts for wealth tech products, vendor MCP servers and Form ADV columns. This page covers its hosted endpoint (https://mcp.wealthtech.dev/mcp).

### Is the wealthtech.dev MCP server safe to use?

wealthtech.dev scores 73 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 wealthtech.dev MCP server expose?

wealthtech.dev exposes 8 tools: search_products, get_product, compare_access, list_mcp_servers, get_mcp_server, and 3 more. Their descriptions and schemas cost roughly 705 tokens of context every time the server is loaded.

### Does the wealthtech.dev MCP server require authentication?

No. We connected to wealthtech.dev without credentials and it answered, so anything it exposes is reachable by anyone who knows the address.

### Is the wealthtech.dev MCP server still maintained?

wealthtech.dev is still listed as active in the MCP registry. We last reached this channel on 5 November 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.wealthtech.dev/mcp
- Website: https://wealthtech.dev/agents
- Changelog RSS feed: https://verifymcp.io/servers/dev-wealthtech-mcp/mcp.xml
- Changelog JSON feed: https://verifymcp.io/servers/dev-wealthtech-mcp/mcp.json
- HTML version of this page: https://verifymcp.io/servers/dev-wealthtech-mcp/mcp