wealthtech.dev
Read-only, sourced access facts for wealth tech products, vendor MCP servers and Form ADV columns.
MCP-Server · von wealthtech.dev
Überblick
wealthtech.dev ist ein MCP-Server von wealthtech.dev. Marktplätze, die wir lesen und die es listen: 1 (Official MCP Registry). Wir haben es erstmals am 2026-10-22 gesehen und seither keine Änderung erfasst. Stand unseres Marktplatz-Durchlaufs vom 2026-10-25.
Was es abfragt
- Läuft entfernt
Keiner der Marktplätze, die wir lesen, veröffentlicht seine Tools oder die abgefragten Einstellungen.
Was es deklariert, abfragt und ausführt, vollständig
Installieren Sie nur Plugins von Entwicklern, denen Sie vertrauen. Wir zeigen, was die Marktplätze veröffentlichen, und testen keine Plugins.
Funktioniert mit
- Claude Code
- Codex
- Cursor
- VS Code
- Copilot CLI
Ein Ein-Klick-Link öffnet den Client, der vor dem Hinzufügen des Servers um Bestätigung bittet.
Nach den Marktplätzen, die ihn listen, und dem angegebenen MCP-Transport, wie jeder Client sie dokumentiert. Wir testen keine Plugins.
Verbinden
Befehle und Konfigurationen nur aus den Angaben der Marktplätze. Wir führen sie nicht für Sie aus und testen keine Plugins.
Als entfernter MCP-Server
Erstellt aus den Angaben von Official MCP Registry.
claude mcp add --transport http wealthtech-dev https://mcp.wealthtech.dev/mcp[mcp_servers.wealthtech-dev]
url = "https://mcp.wealthtech.dev/mcp"{
"mcpServers": {
"wealthtech-dev": {
"url": "https://mcp.wealthtech.dev/mcp"
}
}
}Wo es veröffentlicht ist
| Marktplatz | Status | Version | Zahlen | Verifiziert | Erstmals gesehen |
|---|---|---|---|---|---|
| Official MCP Registry (Eintrag in der Registry öffnen) | Gelistet | 0.2.0 | Keine Zahl veröffentlicht | Nicht markiert |
Jede Zahl stammt vom jeweiligen Marktplatz und wird nie über Marktplätze hinweg addiert. Ein Marktplatz ohne veröffentlichte Zahl zeigt keine: keine Zahl ist nicht null.
Was sich geändert hat
- Wird seitdem als Produkt geführt
- Official MCP Registry: erschienen
Ähnliche Plugins
Produkte, deren eigene Namen, Beschreibungen, Werkzeuge und Skills diesem der Bedeutung nach am nächsten sind, auf allen Marktplätzen, die wir lesen. Die Nähe ist nur innerhalb dieser Liste geordnet.
-
fintrx-mcp com.fintrx/fintrx-mcp
Bring FINTRX's family office and RIA intelligence into Claude.
-
AI-native interface to Milemarker: query AUM & positions, manage advisors, run platform workflows.
-
Ready-to-run workflows for financial advisors in Claude Cowork, drawing live data from the tools their firm already uses through third-party connectors. The plugin holds no client…
-
x402 pay-per-call tools for AI agents: code review, data clean, briefs, regex, diff, URL meta.
-
Funding rounds, exec moves, UCC liens and Form 5500 plans. 7 tools need no API key.
-
CE rules for US advisors by designation and state, plus independent wealth RIA data, with sources.
-
blackrock-advisor-center-plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…
-
SEC ADV / IAPD MCP — SEC Investment Adviser Public Disclosure (Form ADV) lookup
-
FinTech Intel MCP — Compound tools that chain SEC, CFPB, FDIC,
-
savvly com.savvly/savvly
Savvly MCP: query fund data, model projections, and compare against alternative retirement products.
Ähnliche Plugins nach Marktplatz
Dieselbe Frage an jeden Marktplatz einzeln: Gibt es dort ein Gegenstück zu diesem Plugin?
Gelistet auf Claude Code: claude-plugins-community (5)
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
Domain-specific skills and commands for private credit analysts and portfolio managers at direct lending funds. Covers covenant compliance, EBITDA adjustments, IC memo generation…
-
AI-powered wealth management plugin for Indian investors. PMS/AIF analysis, NRI tax planning, family office advisory, goal-based SIPs, SEBI compliance.
-
Connects Claude to the MyGigsters superannuation API. Manage employees, submit super contributions, onboard employers, track payments, and verify super funds — all from within…
-
Official Slice plugin for Claude. Ask Claude about your cap table, grants, share classes, ESOP pools, compliance posture, valuations, workflows, and exit waterfalls - all through…
Gelistet auf Claude Code: claude-plugins-official (5)
-
blackrock-advisor-center-plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and prepare for client conversations, using Vanguard's advisor…
-
Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers…
-
Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…
Gelistet auf Claude: knowledge-work-plugins (5)
-
Ready-to-run workflows for financial advisors in Claude Cowork, drawing live data from the tools their firm already uses through third-party connectors. The plugin holds no client…
-
blackrock-advisor-center-plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and prepare for client conversations, using Vanguard's advisor…
-
Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers…
Gelistet auf Codex: openai-curated (openai/plugins) (5)
-
Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and…
-
Develop your payments integration faster with the ability to create products, prices, and payment links directly in ChatGPT. Run your business from ChatGPT with the ability to…
-
CrowdStrike Falcon Foundry development skills for building cybersecurity applications on the Falcon platform. Includes UI development, collections, functions, workflows, API…
-
Bring operational data and context into the flow of your ChatGPT conversations. You can ask questions, create and update records, and analyze your data—all through conversation…
-
CrowdStrike Falcon Fusion skills for authoring, deploying, and executing Fusion workflows. Includes live action discovery, YAML authoring with schema validation, workflow import…
Gelistet auf Community GitHub marketplaces (5)
-
Ready-to-run workflows for financial advisors in Claude Cowork, drawing live data from the tools their firm already uses through third-party connectors. The plugin holds no client…
-
Private, self-hosted family-office workflows for research, quantitative analysis, portfolio strategy, and financial operations.
-
China wealth management — client reviews, financial plans, investment proposals
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
2 AI agents that manage your personal wealth — net worth tracking, investment performance, cash flow analysis, and estate planning oversight.
Gelistet auf Copilot CLI: github/awesome-copilot (5)
-
Accept payments and grow your business. Stripe's agent plugin includes best practices, upgrade guidance, and our MCP server.
-
Three-layer verification pipeline for AI output. Extracts claims, finds sources, and flags hallucination risks so humans can verify before acting.
-
Explore and query TimeBase streams, schemas, QQL, symbols, and server status via MCP.
-
Figma design platform integration. Access design files, extract component information, read design tokens, and translate designs into code. Bridge the gap between design and…
-
Comprehensive collection for building declarative agents with Model Context Protocol integration for Microsoft 365 Copilot
Gelistet auf Copilot CLI: github/copilot-plugins (5)
-
workiq
Query Microsoft 365 data with natural language — emails, meetings, documents, Teams messages, and more.
-
Toolkit for building Microsoft 365 Copilot declarative agents — scaffolding, JSON manifest development, and capability configuration.
-
Build Power Apps Canvas Apps using the Canvas Authoring MCP server.
-
mcp-apps
Generate MCP App widgets for MCP tools. Produces self-contained HTML widgets using the MCP Apps protocol.
-
workiq-productivity
WorkIQ productivity skills powered by the local WorkIQ CLI — read-only insights across email, meetings, calendar, Teams, SharePoint, projects, and people.
Gelistet auf Cursor: cursor/plugins (5)
Gelistet auf Docker MCP Catalog (5)
-
Tools for cross-border payments, taxes, and compliance.
-
The Official Model Context Protocol (MCP) server for Kagi Search & other tools.
-
The QuantConnect MCP Server is a bridge for AIs (such as Claude and OpenAI o3 Pro) to interact with our cloud platform. When equipped with our MCP, the AI can perform tasks on…
-
AI assistant for ingested content with anonymous access.
-
An MCP server to help make U.S. Government open datasets AI-friendly.
Gelistet auf Official MCP Registry (5)
-
fintrx-mcp com.fintrx/fintrx-mcp
Bring FINTRX's family office and RIA intelligence into Claude.
-
AI-native interface to Milemarker: query AUM & positions, manage advisors, run platform workflows.
-
x402 pay-per-call tools for AI agents: code review, data clean, briefs, regex, diff, URL meta.
-
Funding rounds, exec moves, UCC liens and Form 5500 plans. 7 tools need no API key.
-
CE rules for US advisors by designation and state, plus independent wealth RIA data, with sources.
Gelistet auf PyPI (MCP servers) (5)
-
sec-edgar-mcp io.github.stefanoamorelli/sec-edgar-mcp
SEC EDGAR MCP server that provides access to the US public filings through the US SEC EDGAR API
-
MCP server for Monarch Money — accounts, transactions, budgets, cashflow, investments, and more
-
avenir-mcp io.github.mathbeal/avenir-mcp
Unofficial MCP server for YNAB: read-only by default, every change previewed and undoable.
-
okama-mcp io.github.mbk-dev/okama-mcp
Portfolio analytics via the okama library: backtests, Monte Carlo, efficient frontier, PNG charts
-
MCP server for Webull OpenAPI: trading and market data access for AI assistants
Gelistet auf npm registry (MCP servers) (5)
-
MCP server for prospectapis.com: funding rounds and cited prospect research briefs.
-
dealflowpro io.github.jbechtel-97/dealflowpro
Multifamily real estate deal analysis — cap rate, DSCR, IRR, DFP Score, max offer price
-
Evidence-backed crypto due diligence with sources, freshness, and a runtime receipt on every call.
-
Signed Bitcoin and crypto prices for AI agents: multi-exchange prices anyone can verify offline.
-
next-finance io.github.paivapiovesan/next-finance
MCP Server for NEXT Finance ERP (finance.net.br) — browser login, wallets, accounts, transactions.
Nach Bedeutung gefunden, nicht über gemeinsamen Code oder ein gemeinsames Repository: Ähnliche Plugins bleiben getrennte Produkte, und dies ist weder eine Bewertung noch eine Empfehlung.
Möchten Sie dieses Zeichen für Ihr Plugin in unserem Katalog?
Belegen Sie mit einer Datei im Repository, einer Datei auf Ihrer Domain oder einem DNS-Eintrag, dass Sie es pflegen, und Sie können dieses Zeichen auf der Karte zeigen, dazu Live-Banner für Ihre Website und Ihr README. So funktioniert die Verifizierung
Außerdem erhalten Sie Hinweise, wenn ein Marktplatz es aufnimmt, entfernt, sein Verified-Zeichen oder seine Anforderungen ändert, und sein Remote-Endpunkt wird wie ein Webdienst überwacht.
Daten von Official MCP Registry. Die Zahlen stammen aus unseren eigenen regelmäßigen Durchläufen über die Marktplätze, zuletzt abgerufen am . Kontaktdaten von Plugin-Herausgebern veröffentlichen wir nicht.