Alpaca Trading API integration for Model Context Protocol (MCP)
Nothing to run from here
AdvisorIQ is installed from its publisher's own source and answers where it runs, so this marketplace is not in the path of a single call. There is no address here to send one to, and a panel that pretended otherwise would be showing you an answer we made up. Install it and call it from your own client — the Installation tab has the entry for each one.
13
tools declared
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trust score
remote
at its publisher
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calls last 7d
What it does
CE rules for US advisors by designation and state, plus independent wealth RIA data, with sources.
Quickstart
# 1 — add it to Claude Code
claude mcp add --scope user --transport http advisoriq-mcp https://mcp.advisoriq.com
# 2 — ask your agent for something these tools do
# ce_requirements, ce_calculate, iar_ce_state and 10 more
AdvisorIQ costs nothing on mcprush: there is no plan to choose here, no cap to set and nothing mcprush can bill you for.
Publishernot claimed
ADAll 1 server
advisoriq1 server
1 category
Collected from a public index. Nobody has claimed this account, so nothing here was written by its author — claim it if it is yours.
Installation
Where are you running it?
Every route below installs the same thing and ends at the same approval screen. Nothing here runs on your machine and nothing runs on ours: this server answers at its publisher’s own address, and what you install is the connection straight to it.
Claude Codedeclared by this listing
This is a public server: it answers at its publisher’s own address and this marketplace is not in the path. Claude Code registers it in one command; --scope user makes it available in every project. The transport below is http, as the publisher's own manifest declares it.
claude mcp add --scope user --transport http advisoriq-mcp https://mcp.advisoriq.comReconnect, or start a new session, and the tools appear in the model’s tool list.
Free on mcprush, and it answers at its publisher’s own address: this marketplace is not in the path, so there is no key of ours to hold and no card to add.
What it writes
One config entry pointing straight at the publisher’s own address — this marketplace is not in the path, and nothing from this listing executes on your machine.
What you approve
13 tools, with what each one reads, writes and reaches shown before you agree — the same list on every route above. Read the tool surface.
Tool surface
What the model actually sees. Descriptions are diffed on every release — see version history.
The continuing education rule for one designation as AdvisorIQ has confirmed it from the body that sets it: hours or credits per cycle, category minimums (ethics and others), how the cycle is set, carryover, any version taking effect later, each with its source URL, a short quote and the date checked, plus the questions still open. Designations: CFP, CIMA, CPWA, RMA, CIMC, CFA, The American Colleg
| Parameter | Type | Required | Notes |
|---|---|---|---|
| designation | string | yes | CFP, CIMA, CPWA, RMA, CIMC, CFA, ChFC, CLU, RICP (or another American College designation), IAR, FINRA, MQP, IWI or American College |
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 calculator. CFP, CIMA, CPWA, RMA and American College (ChFC, CLU, RICP and others) cycles depend on the advisor's own dates: pass period_ends (for example {"CFP": "2027-06"} for a CFP cycle ending June 2027, or a full YYYY-MM-DD date; an American College period
| Parameter | Type | Required | Notes |
|---|---|---|---|
| designations | array | yes | Designation codes, e.g. ["CFP", "IAR"] |
| state | string | no | Two-letter code or name of the state of IAR registration |
| period_ends | object | no | Cycle end per designation code, YYYY-MM or YYYY-MM-DD |
Whether one US state or territory requires continuing education for investment adviser representatives (IAR CE), since when or from when, and what it requires, from NASAA's IAR CE map and model rule with the date checked. Takes a two-letter code or a name. Refuses when the state's status is not confirmed.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| state | string | yes | Two-letter code or name, e.g. CA or California |
Every jurisdiction on NASAA's IAR CE map with its status this year (in effect, adopted and starting later, not adopted), the counts, the requirement where it applies, and the open questions about the list. Use for any "which states require IAR CE" question.
No parameter schema on file.
Confirmed regulatory and CE deadlines for advisers and their firms between two dates (default: today to a year out), each with the rule that sets the date, its official source and the date checked. Filter with applies_to: ria (investment adviser firms), iar (investment adviser representatives), rep (FINRA registered representatives), 13f (13F filers), private_funds (private fund advisers). Deadlin
| Parameter | Type | Required | Notes |
|---|---|---|---|
| from | string | no | YYYY-MM-DD, default today (Eastern) |
| to | string | no | YYYY-MM-DD, default one year after from |
| applies_to | array | no | Audiences; any match |
Live AdvisorIQ webinars scheduled from now, soonest first, with the time in Eastern, presenters, sponsor, and the CE credit each offers with its approval status. Filter by topic and by credit (CFP, IWI, CFA or IAR; only approved credit matches). Credit marked pending is not yet approved by the body.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| topic | string | no | Topic name or slug, e.g. tax planning |
| credit | string | no | CFP, IWI, CFA or IAR |
Published replays of AdvisorIQ webinars, newest first, with length, sponsor, and self-study CE credit where a body approved it. A replay earns CE only where the body approved a self-study version.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| topic | string | no | Topic name or slug |
Published AdvisorIQ research articles matching words in the title, summary or text, newest first. Then get_article with a slug to read one.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| q | string | yes | Words to search for |
One published AdvisorIQ research article in full (markdown), with its author, dates and address. Takes the slug or the article's URL.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| slug | string | yes | The article slug or its advisoriq.com URL |
Find independent wealth management RIAs (SEC or state registered) in AdvisorIQ's directory by part of the firm's name, its CRD number or SEC 801- number, or its main office city, optionally within one state. Returns at most 25 firms, best name matches first and then by assets, each with CRD, city, state, registration, regulatory assets under management and its AdvisorIQ page. Set include_bd_affili
| Parameter | Type | Required | Notes |
|---|---|---|---|
| query | string | yes | Part of the firm name, a CRD number, an SEC number (801-12345), or a city |
| state | string | no | Optional: two-letter code or name of the firm's state, e.g. TX or Texas |
| include_bd_affiliated | boolean | no | Optional, default false: also cover broker-dealer affiliated wealth firms (wirehouses, broker-dealers and their advisory arms, banks), which AdvisorIQ lists apart from independent RIAs |
One independent wealth management RIA's figures from its Form ADV, by CRD number: registration and status, location, website, regulatory assets under management (discretionary and not), accounts, clients and client types, employees and adviser representatives, fee types, services, affiliations, custody, whether it reported disclosures, growth over 1, 3 and 5 years, its national and state ranks amo
| Parameter | Type | Required | Notes |
|---|---|---|---|
| crd | integer/string | yes | The firm's Organization CRD number, or its AdvisorIQ page URL |
| include_bd_affiliated | boolean | no | Optional, default false: also cover broker-dealer affiliated wealth firms (wirehouses, broker-dealers and their advisory arms, banks), which AdvisorIQ lists apart from independent RIAs |
A ranking of independent wealth management RIAs, national or within one state, as AdvisorIQ computes it from Form ADV (for example the largest by assets, or the fastest growing), with how it is computed. Returns up to 100 firms (default 25) with rank, CRD, city, state, value and, for growth rankings, the starting value. Set include_bd_affiliated for the ranking of all wealth firms, wirehouses and
| Parameter | Type | Required | Notes |
|---|---|---|---|
| metric | string | yes | Ranking slug or name, e.g. largest |
| state | string | no | Optional: two-letter code or name for the ranking within one state |
| limit | integer | no | How many firms, 1 to 100, default 25 |
| include_bd_affiliated | boolean | no | Optional, default false: also cover broker-dealer affiliated wealth firms (wirehouses, broker-dealers and their advisory arms, banks), which AdvisorIQ lists apart from independent RIAs |
Market data on independent wealth management RIAs for the US or one state, as on AdvisorIQ's industry and state pages: number of firms, total and median regulatory assets under management, accounts, size bands, fee types and the other figures AdvisorIQ tracks, each with its definition, for the latest snapshot and, for SEC-registered firms (the history), the one a year earlier. Segment narrows it:
| Parameter | Type | Required | Notes |
|---|---|---|---|
| scope | string | no | US (default), or a state's two-letter code or name |
| segment | string | no | Default all |
| include_bd_affiliated | boolean | no | Optional, default false: also cover broker-dealer affiliated wealth firms (wirehouses, broker-dealers and their advisory arms, banks), which AdvisorIQ lists apart from independent RIAs |
Free
$0 forever
- Every tool — any call limit is its publisher’s, not ours
- No card, and mcprush charges nothing for it
- Runs at its publisher’s own address — this marketplace is not in the path
- Nothing to cap, because mcprush bills nothing
What counts against your monthly calls
| Tool | Unit | Calls used | Out of the allowance |
|---|
Nothing here is billable: mcprush charges nothing to install AdvisorIQ or to call it, at any volume.
Call allowance · this installenforced at the gateway
Monthly allowance, in calls
—
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Alert at 80% · then the tool returns a normal MCP error
Used this month: —
—Grade not published
No rule-by-rule report on file for this release
Two independent axes, because powerful and malicious are different questions. The grade is threat only. The capability level is blast radius, and it is never a penalty on the grade — it is priced as one subtract-only term in the score, where you can see it.
This listing is an address its publisher runs, and you connect to it directly — this marketplace is not in the path. The scanner reads packages and public source, and an address is neither. So there is no grade — not a withheld one, an unmeasured one.
Release history
This is an address its publisher runs: which release it serves is theirs to choose, so there is nothing here to pin. The history below is for reading; the current release on file is 0.2.1.
0.2.1
undated
latestNo release note was published with this version.
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no reviews yet
Who can review
One review per account, from a signed-in account that does not publish this listing. Nothing else is asked — you can say what you think before you install it. Publishers can reply once per review, and a review can be edited or deleted by whoever wrote it.
Sign in to write one
Any signed-in account that does not publish AdvisorIQ can review it, once — before installing it or after. A review from an account that has installed it is marked as one.
No reviews yet
Nobody has reviewed this listing. The rating on the card is the mean of the reviews written here and nothing else, so there is no rating until somebody writes the first — which takes a signed-in account that does not publish it, and nothing else.