The MCP MCP server,
connected in one click.
Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials. Connect the official MCP 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
Add MCP to your AI in one minute
Pick your client. Copy, paste, done — or let gate handle sign-ins and policies for you.
claude mcp add --transport http mcp-12 https://mcp.advisorfinder.com/mcpRun in your terminal, then restart Claude Code.
MCP · https://mcp.advisorfinder.com/mcp
What your AI can do with MCP
Real prompts you can type the moment it's connected — no setup, no docs to read.
“Use “search_advisors”: Search SEC-registered investment adviser representatives (IARs) by name, firm, city, and/or state. No CRD number needed. At least one of nam.”
“Use “get_advisor”: Get the full profile for an investment adviser representative (IAR) by CRD number — no need to search first if you already have it. Returns.”
“Use “check_advisor”: Quick yes/no-style verification of an advisor: is their registration active, which states they hold an investment-adviser registration in (`.”
“Use “find_bookable_advisors”: Search advisors listed on AdvisorFinder's marketplace — professionals with public profiles you can view and contact directly. This searches.”
How secure is the MCP MCP server?
Every server in the gate directory has to pass the same four checks before your AI can touch it. Here's how MCP holds up.
Official endpoint
Operated by MCP (advisorfinder.com) at its documented MCP endpoint — not a third-party mirror or community re-host.
No sign-in needed
This server only exposes public data — no account and no credentials are involved when you connect.
Scanned before it goes live
gate checks every tool for prompt injection, hidden instructions, data-exfiltration hints, and over-broad permissions before the server is available through your gateway.
Watched for drift
If MCP adds or changes tools later, gate re-scans and alerts you — before your AI acts on the change.
Connected in three steps
Connect your gate
Add one gateway URL to Claude, ChatGPT, or any MCP client. One-time setup, about two minutes.
Pick MCP
Choose MCP in the gate directory. No sign-in needed.
Use it anywhere
MCP'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
The actual tools MCP exposes
Fetched live from the official endpoint and re-checked daily by gate — not marketing copy.
search_advisors — Search SEC-registered investment adviser representatives (IARs) by name, firm, city, and/or state. No CRD number needed. At least one of nam
get_advisor — Get the full profile for an investment adviser representative (IAR) by CRD number — no need to search first if you already have it. Returns
check_advisor — Quick yes/no-style verification of an advisor: is their registration active, which states they hold an investment-adviser registration in (`
find_bookable_advisors — Search advisors listed on AdvisorFinder's marketplace — professionals with public profiles you can view and contact directly. This searches
search_firms — 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
get_firm — Get the full profile for an investment adviser FIRM by CRD number: identity, address, website, AUM band, headcount, who they serve and how t
get_database_stats — Overall stats about our data: how many firms and advisors we cover, when each data source was last refreshed (vintages), and a full four-sta
Who runs the MCP MCP server?
The MCP MCP server at a glance
https://mcp.advisorfinder.com/mcpQuestions, answered
Is there an official MCP MCP server?
Yes — MCP operates its own remote MCP server at mcp.advisorfinder.com. gate connects you to that official endpoint and adds security scanning, per-tool access rules, and an activity log on top.
How do I connect MCP to Claude or ChatGPT?
Add gate's gateway URL to your AI client once, then pick MCP in the directory. No account or sign-in is needed. From then on, MCP's tools are available in every client you've connected to gate.
Do I need to host anything?
No. MCP runs the server, and gate is fully managed. You just connect one URL — there's nothing to install, deploy, or maintain.
Is the MCP MCP server safe to connect?
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.
Is it free?
Yes — you can get started with gate for free and connect MCP in minutes. No credit card required.
Connect more than just MCP
Every server below works through the same gateway URL — connect once, add tools anytime.
Squarespace DomainsDesignView →Set up MCP in: Claude · Claude Code · ChatGPT · Cursor · VS Code