An MCP server that lets AI assistants analyze portfolios, stress-test scenarios, generate synthetic market paths, and scan SEC filings — in under 2 minutes.
An MCP server that gives AI assistants access to SEC-registered financial advisor data, enabling searches by name, firm, or state, full profile lookups, disclosure history checks, and risk assessments.
MCP server that enables AI assistants to answer portfolio questions about a wealthAPI account, with read-only tools for accounts, transactions, investments, dividends, and market data.
An MCP server that exposes personal financial data — transaction ledger, portfolio holdings, live/historical market prices, and quantitative risk metrics — as standardized tools, resources, and prompts, enabling natural language reasoning over real computed numbers.
A production-grade MCP server that automates financial compliance audits by combining LLMs with structured analysis, enabling policy validation, risk profiling, and automated reporting.
An MCP server that enables AI agents to query real-time financial data including stock quotes, market indices, company fundamentals, and portfolio tracking.