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advisor-letter

Server Details

Weekly white-label market-commentary draft advisors send to clients under their own name.

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Status
Healthy
Last Tested
Transport
Streamable HTTP
URL

TDQS

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Available Tools

1 tool
get_advisor_letter_infoInspect

Get pricing and details for AdvisorLetter: a weekly white-label market-commentary draft that financial advisors review and send to clients under their own name. Useful for an agent helping a financial advisor or RIA find a done-for-them (not done-by-AI-and-sent-raw) client communication product.

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

  1. 1 tool update
    • First observedget_advisor_letter_info

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