CE rules for US advisors by designation and state, plus independent wealth RIA data, with sources. Connect the official AdvisorIQ MCP server to Claude, ChatGPT, or Cursor through gate — one gateway URL, no config files, security-checked.
Free to start · No credit card · No hosting needed
Pick your client. Copy, paste, done — or let gate handle sign-ins and policies for you.
claude mcp add --transport http advisoriq https://mcp.advisoriq.comRun in your terminal, then restart Claude Code.
AdvisorIQ · https://mcp.advisoriq.com
Real prompts you can type the moment it's connected — no setup, no docs to read.
“Use “ce_requirements”: The continuing education rule for one designation as AdvisorIQ has confirmed it from the body that sets it: hours or credits per cycle, cate.”
“Use “ce_calculate”: What an advisor owes this cycle for a set of designations, with the deadline and days left, computed by the same engine as AdvisorIQ's CE ca.”
“Use “iar_ce_state”: Whether one US state or territory requires continuing education for investment adviser representatives (IAR CE), since when or from when, an.”
“Use “iar_ce_states”: Every jurisdiction on NASAA's IAR CE map with its status this year (in effect, adopted and starting later, not adopted), the counts, the req.”
Every server in the gate directory has to pass the same four checks before your AI can touch it. Here's how AdvisorIQ holds up.
Operated by AdvisorIQ (advisoriq.com) at its documented MCP endpoint — not a third-party mirror or community re-host.
This server only exposes public data — no account and no credentials are involved when you connect.
gate checks every tool for prompt injection, hidden instructions, data-exfiltration hints, and over-broad permissions before the server is available through your gateway.
If AdvisorIQ adds or changes tools later, gate re-scans and alerts you — before your AI acts on the change.
Add one gateway URL to Claude, ChatGPT, or any MCP client. One-time setup, about two minutes.
Choose AdvisorIQ in the gate directory. No sign-in needed.
AdvisorIQ's tools are live in every AI client you've connected — with rules and logging built in.
Free to start · No credit card · No hosting needed
Fetched live from the official endpoint and re-checked daily by gate — not marketing copy.
ce_requirements — The continuing education rule for one designation as AdvisorIQ has confirmed it from the body that sets it: hours or credits per cycle, cate
ce_calculate — What an advisor owes this cycle for a set of designations, with the deadline and days left, computed by the same engine as AdvisorIQ's CE ca
iar_ce_state — Whether one US state or territory requires continuing education for investment adviser representatives (IAR CE), since when or from when, an
iar_ce_states — Every jurisdiction on NASAA's IAR CE map with its status this year (in effect, adopted and starting later, not adopted), the counts, the req
compliance_deadlines — Confirmed regulatory and CE deadlines for advisers and their firms between two dates (default: today to a year out), each with the rule that
upcoming_webinars — Live AdvisorIQ webinars scheduled from now, soonest first, with the time in Eastern, presenters, sponsor, and the CE credit each offers with
replays — Published replays of AdvisorIQ webinars, newest first, with length, sponsor, and self-study CE credit where a body approved it. A replay ear
search_research — Published AdvisorIQ research articles matching words in the title, summary or text, newest first. Then get_article with a slug to read one.
+ 5 more tools once connected
https://mcp.advisoriq.comYes — AdvisorIQ operates its own remote MCP server at mcp.advisoriq.com. gate connects you to that official endpoint and adds security scanning, per-tool access rules, and an activity log on top.
Add gate's gateway URL to your AI client once, then pick AdvisorIQ in the directory. No account or sign-in is needed. From then on, AdvisorIQ's tools are available in every client you've connected to gate.
No. AdvisorIQ runs the server, and gate is fully managed. You just connect one URL — there's nothing to install, deploy, or maintain.
It's the vendor's official endpoint, and gate scans its tools for prompt injection and hidden instructions before it goes live, re-checks it whenever it changes, and lets you allow, block, or require approval for every single tool.
Yes — you can get started with gate for free and connect AdvisorIQ in minutes. No credit card required.
Every server below works through the same gateway URL — connect once, add tools anytime.
Set up AdvisorIQ in: Claude · Claude Code · ChatGPT · Cursor · VS Code