AdvisorIQ
CE rules for US advisors by designation and state, plus independent wealth RIA data, with sources.
Servidor MCP · de advisoriq.com
Resumo
AdvisorIQ é um servidor MCP publicado por advisoriq.com. Marketplaces que lemos e que o listam: 1 (Official MCP Registry). Vimos pela primeira vez em 2026-10-11 e não registramos mudanças desde então. Conforme nossa passagem pelos marketplaces em 2026-10-23.
O que pede
- Roda remotamente
Nenhum dos marketplaces que lemos publica as ferramentas ou as configurações que ele pede.
O que declara, pede e executa, por completo
Instale apenas plugins de desenvolvedores em quem você confia. Mostramos o que os marketplaces publicam e não testamos plugins.
Funciona com
- Claude Code
- Codex
- Cursor
- VS Code
- Copilot CLI
Um link de um clique abre o cliente, que pede confirmação antes de adicionar o servidor.
Pelos marketplaces que o listam e pelo transporte MCP que declara, conforme cada cliente documenta. Não testamos plugins.
Conectar
Comandos e configurações gerados apenas a partir do que os marketplaces declaram. Não os executamos por você e não testamos plugins.
Como servidor MCP remoto
Gerado a partir do que Official MCP Registry declara.
claude mcp add --transport http advisoriq https://mcp.advisoriq.com
[mcp_servers.advisoriq]
url = "https://mcp.advisoriq.com"
{
"mcpServers": {
"advisoriq": {
"url": "https://mcp.advisoriq.com"
}
}
}
Onde está publicado
| Marketplace | Status | Versão | Números | Verificado | Visto pela primeira vez |
|---|---|---|---|---|---|
| Official MCP Registry (Abrir o registro) | Listado | 0.2.1 | Nenhum número publicado | Sem marcação |
Cada número é do próprio marketplace e nunca é somado entre marketplaces. Um marketplace que não publica números não mostra nenhum: sem número não é zero.
O que mudou
Nada mudou neste plugin desde que começamos a acompanhá-lo.
Plugins semelhantes
Produtos cujos próprios nomes, descrições, ferramentas e skills são os mais próximos deste pelo significado, em todos os marketplaces que lemos. A proximidade é ordenada apenas dentro desta lista.
-
Vet US financial advisors and firms from live FINRA BrokerCheck records with ranked red flags.
-
mcp com.advisorfinder/mcp
Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials.
-
SEC ADV / IAPD MCP — SEC Investment Adviser Public Disclosure (Form ADV) lookup
-
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.
-
Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers…
-
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.
-
Funding rounds, exec moves, UCC liens and Form 5500 plans. 7 tools need no API key.
-
Find US mortgage loan officers for a borrower's situation and place. Free, lender-neutral, sourced.
Plugins semelhantes por marketplace
A mesma pergunta feita a cada marketplace separadamente: existe lá um equivalente deste plugin?
Listado em 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…
-
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…
-
canadian-regulatory-compliance
A Claude Code skill that answers Canadian compliance questions across 13 regulatory domains — privacy, employment, CASL, tax, and more. Canadian regulatory law is complex, spans…
-
openregistry io.github.sophymarine/openregistry
Live data from 80+ official national company registries. Unmodified. For KYB and due diligence.
Listado em Claude Code: claude-plugins-official (5)
-
Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers…
-
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…
-
Government contracting research and capture workflows in Claude: opportunity and pipeline briefs, bid/no-bid and competitor analysis, price-to-win and proposal prep, powered by…
Listado em 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…
-
Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers…
-
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…
Listado em 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…
-
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…
-
Answer product and business questions with data
-
CrowdStrike Falcon Fusion skills for authoring, deploying, and executing Fusion workflows. Includes live action discovery, YAML authoring with schema validation, workflow import…
-
Evaluate Codex skills and plugins from chat with a beginner-friendly start command, local-first reports, token budget explanations, and guided benchmarking.
Listado em 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…
-
Regulatory Reporting Intelligence Toolkit
Six jurisdiction-isolated regulatory SME subagents plus a comparison, convergence, output-quality and executive reporting pipeline for Swiss and EU reporting regimes.
-
Private, self-hosted family-office workflows for research, quantitative analysis, portfolio strategy, and financial operations.
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
Query Spicy Regs regulatory datasets with DuckDB against the public Cloudflare R2 bucket.
Listado em Copilot CLI: github/awesome-copilot (5)
-
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.
-
Comprehensive collection for building declarative agents with Model Context Protocol integration for Microsoft 365 Copilot
-
A runtime-portable 5-agent quality gate that adjudicates text artifacts before they ship. Five role-conditioned LLM deliberators run a 2-round async protocol with cross-read…
-
See your local Copilot token usage by day, model, and session, and get tips to use it more efficiently.
Listado em 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.
-
Microsoft Dataverse plugin for coding agents, covering record CRUD, bulk data operations, advanced queries, schema and metadata, administration, security, environment management…
-
workiq-productivity
WorkIQ productivity skills powered by the local WorkIQ CLI — read-only insights across email, meetings, calendar, Teams, SharePoint, projects, and people.
-
Build Power Apps Canvas Apps using the Canvas Authoring MCP server.
Listado em Cursor: cursor/plugins (5)
Listado em Docker MCP Catalog (5)
-
An MCP server to help make U.S. Government open datasets AI-friendly.
-
The Official Model Context Protocol (MCP) server for Kagi Search & other tools.
-
Production-ready RAG service to search and retrieve data from your documents.
-
mcp-explorium ai.explorium/mcp-explorium
Access live company and contact data from Explorium's AgentSource B2B platform.
-
oxylabs-mcp io.oxylabs/oxylabs-mcp
Fetch and process content from specified URLs & sources using the Oxylabs Web Scraper API.
Listado em Official MCP Registry (5)
-
Vet US financial advisors and firms from live FINRA BrokerCheck records with ranked red flags.
-
mcp com.advisorfinder/mcp
Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials.
-
SEC ADV / IAPD MCP — SEC Investment Adviser Public Disclosure (Form ADV) lookup
-
x402 pay-per-call tools for AI agents: code review, data clean, briefs, regex, diff, URL meta.
-
fintrx-mcp com.fintrx/fintrx-mcp
Bring FINTRX's family office and RIA intelligence into Claude.
Listado em npm registry (MCP servers) (5)
-
dealflowpro io.github.jbechtel-97/dealflowpro
Multifamily real estate deal analysis — cap rate, DSCR, IRR, DFP Score, max offer price
-
e-arveldaja-mcp io.github.iseppo/e-arveldaja-mcp
Estonian e-arveldaja (RIK e-Financials) accounting — invoices, bank import, reports.
-
dav-mcp io.github.PhilflowIO/dav-mcp
AI-orchestrated calendars, contacts & tasks across any DAV platform. 27 tools, field-agnostic.
-
Local persistent memory and Markdown wiki for AI coding agents: 24 MCP tools, no gateway required.
-
Read-only MCP server exposing the dsh-plugin-certification registry for DeepSeek Harness plugins.
Encontrados pelo significado, não por código ou repositório em comum: plugins semelhantes continuam sendo produtos distintos, e isto não é uma avaliação nem uma recomendação.
Quer esta marca no seu plugin em nosso catálogo?
Prove que o mantém com um arquivo no repositório, um arquivo no seu domínio ou um registro DNS, e você poderá mostrar esta marca na ficha, com banners ao vivo para o seu site e o README. Como funciona a verificação
Você também recebe alertas quando um marketplace o publica, o remove, muda a marca de verificado ou o que ele pede, e o endpoint remoto passa a ser monitorado como um serviço web.
Dados de Official MCP Registry. Os números vêm das nossas próprias passagens regulares pelos marketplaces, última leitura em . Não publicamos dados de contato dos editores de plugins.