wealthtech.dev

by wealthtech.dev · remote · no sign-in to list tools · v0.2.0 · published by dev.wealthtech

Read-only, sourced access facts for wealth tech products, vendor MCP servers and Form ADV columns.

Read only

Compare Registry entry

8 tools: 8 only read.

Scanned Oct 22, 2026

Deletes or cancels0Claude Code: deny
Can't be undone0Claude Code: ask
Changes things0Claude Code: ask
Only reads8Claude Code: allow: see these tools

No check matched anything in the tool definitions. No finding is not a safety guarantee. How the checks work.

claude mcp add --transport http wealthtech https://mcp.wealthtech.dev/mcp

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

8 tools

Only reads 8Looks things up and changes nothing.Claude Code: allow

compare_accessSide by side: access level, auth, sandbox, docs, OpenAPI, webhooks, SDKs, rate limits, how to get access and partner program for 2 to 10 products, with the state and checked date o…No findings
Why it is in this group
- The name "compare_access" says "compare": a word for reading.
Description, as the server wrote it
Side by side: access level, auth, sandbox, docs, OpenAPI, webhooks, SDKs, rate limits, how to get access and partner program for 2 to 10 products, with the state and checked date of each value.
Annotations the server declares
- title: Compare access
- readOnlyHint: true
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
get_changesDated changelog entries: new products, changed access facts, new MCP servers.No findings
Why it is in this group
- The name "get_changes" says "get": a word for reading.
Description, as the server wrote it
Dated changelog entries: new products, changed access facts, new MCP servers. Use since to get only recent entries.
Annotations the server declares
- title: Get changes
- readOnlyHint: true
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
get_form_adv_columnWhat one column of the SEC's monthly investment adviser (Form ADV) CSV means: the Form ADV Part 1A item, the question as worded on the form, its type, observed values and gotchas.No findings
Why it is in this group
- The name "get_form_adv_column" says "get": a word for reading.
Description, as the server wrote it
What one column of the SEC's monthly investment adviser (Form ADV) CSV means: the Form ADV Part 1A item, the question as worded on the form, its type, observed values and gotchas. Matches the exact column name (e.g. "5E(1)" or "Organization CRD#") or a normalized name (crd_number); otherwise returns up to 10 columns whose name contains the text.
Annotations the server declares
- title: Get Form ADV column
- readOnlyHint: true
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
get_mcp_serverFull record for one vendor MCP server or AI connector: endpoint, transport, auth, scope, how it is enabled, price, listings and its tools (read or write), with quoted evidence in s…No findings
Why it is in this group
- The name "get_mcp_server" says "get": a word for reading.
Description, as the server wrote it
Full record for one vendor MCP server or AI connector: endpoint, transport, auth, scope, how it is enabled, price, listings and its tools (read or write), with quoted evidence in sources[].
Annotations the server declares
- title: Get MCP server
- readOnlyHint: true
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
get_productEverything on record about connecting to one product: access level, auth methods, sandbox, docs, OpenAPI, webhooks, SDKs, rate limits, partner program, how to get access, what the …No findings
Why it is in this group
- The name "get_product" says "get": a word for reading.
Description, as the server wrote it
Everything on record about connecting to one product: access level, auth methods, sandbox, docs, OpenAPI, webhooks, SDKs, rate limits, partner program, how to get access, what the docs don't say, and linked MCP servers. Each fact has its state, checked date and a verbatim quote in sources[].
Annotations the server declares
- title: Get product
- readOnlyHint: true
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
list_categoriesThe product categories wealthtech.dev covers, with how many products each holds.No findings
Why it is in this group
- The name "list_categories" says "list": a word for reading.
Description, as the server wrote it
The product categories wealthtech.dev covers, with how many products each holds.
Annotations the server declares
- title: List categories
- readOnlyHint: true
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
list_mcp_serversMCP servers and AI connectors published by wealth technology vendors: endpoint, status (live or announced), kind, tool count and the products they connect to.No findings
Why it is in this group
- The name "list_mcp_servers" says "list": a word for reading.
Description, as the server wrote it
MCP servers and AI connectors published by wealth technology vendors: endpoint, status (live or announced), kind, tool count and the products they connect to.
Annotations the server declares
- title: List MCP servers
- readOnlyHint: true
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
search_productsFind products by name, vendor or id, optionally filtered by category, API access level or whether the vendor has an MCP server or AI connector.No findings
Why it is in this group
- The name "search_products" says "search": a word for reading.
Description, as the server wrote it
Find products by name, vendor or id, optionally filtered by category, API access level or whether the vendor has an MCP server or AI connector. Returns one row per product; call get_product for the quoted evidence behind each value.
Annotations the server declares
- title: Search products
- readOnlyHint: true
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 0.2.0. Values in angle brackets are yours to fill in.

claude mcp add --transport http wealthtech https://mcp.wealthtech.dev/mcp

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json

{
  "permissions": {
    "allow": [
      "mcp__wealthtech__search_products",
      "mcp__wealthtech__get_product",
      "mcp__wealthtech__compare_access",
      "mcp__wealthtech__list_mcp_servers",
      "mcp__wealthtech__get_mcp_server",
      "mcp__wealthtech__get_changes",
      "mcp__wealthtech__get_form_adv_column",
      "mcp__wealthtech__list_categories"
    ],
    "ask": [],
    "deny": []
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as wealthtech. Review it before you use it.

Keep track

Get told when this server's tools change: a new tool, a new description, a new class.

https://anlyon.dev/servers/dev.wealthtech/mcp/changes.xml

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Anlyon alternative

Run the operations that matter as governed actions.

Declare what an action changes, and Anlyon puts it under a shared limit, binds every approval to the exact request, and grades the outcome. It works on any HTTPS API you can describe as an action.

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Source: MCP Registry. Synced Oct 22, 2026, 12:17 UTC.

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