advisorscope

advisorscope

Look up the people and firms behind investment advice. advisorscope is a keyless forwarding client for the hosted AdvisorFinder MCP endpoint, which serves SEC registration data: individual adviser representatives, the firms they work for, marketplace-listed advisors you can actually book, and statistics across the whole database.

There is nothing local to configure and no account to create. This package holds the tool definitions and a small set of guard rails; every lookup is forwarded to the hosted endpoint and the answer comes back exactly as the remote server produced it, serialized as JSON text.

How forwarding works

Each tool call opens a fresh session with the remote MCP server and closes the loop in three steps:

1. An initialize JSON-RPC POST (protocol version 2025-03-26, client advisorscope/0.1.0); the mcp-session-id response header is captured.
2. A notifications/initialized POST carrying that session header.
3. A tools/call POST with the tool name and your arguments, forwarded verbatim — nothing is added, renamed or dropped.

Responses in plain JSON and in SSE framing are both understood. A remote JSON-RPC error surfaces as an error result carrying the remote message; a non-2xx reply fails with advisorfinder error: HTTP <status>; an unreachable endpoint fails with advisorfinder unreachable. There are no retries.

Configuration

• No API key, no account, and no Authorization header is ever sent.
• ADVISORFINDER_MCP_URL (optional) — the remote MCP endpoint. Defaults to https://mcp.advisorfinder.com/mcp.

Tools

• search_advisors — adviser representatives matching a name, firm, city and/or state. Each match carries a CRD, the linked firm(s), a four-state disclosure status, and an SEC IAPD link.
• get_advisor — the full profile for one crd: employment history, exams passed, states of registration, self-reported designations, years in the industry, and disclosure status.
• check_advisor — a fast registration check by crd or name, optionally narrowed by firm and/or state: active or not, which states, how long in the industry, disclosure status. Facts only — never a numeric risk score.
• find_bookable_advisors — advisors listed on the AdvisorFinder marketplace, filtered by specialty, city and/or state, with self-provided profile details and the regulatory facts behind their CRD (or a labelled note when a listing is not in the SEC dataset).
• search_firms — registered firms matching a name and/or state, with CRD, city/state, AUM band, advisor headcount, and an SEC IAPD link.
• get_firm — the full profile for one firm crd: locations, other and prior names, the fee schedule from Form ADV Part 2A where available, disciplinary flags, and advisor roster count.
• get_database_stats — totals for firms and advisors, the data vintage of each upstream source, and the full four-state disclosure tally. Takes no arguments.

Local guards

Two checks run locally, before anything is sent:

• get_advisor and get_firm need a non-empty crd; without one they fail with crd must be a non-empty string and no request is made.
• check_advisor needs at least one of crd or name; with neither it fails with check_advisor requires crd or name and no request is made.

Everything else is forwarded as given — validation of the remaining arguments is the remote server's job.

Provenance

The tool list and each tool's meaning come from the upstream package's published description. Two parts are reconstructions, labelled as such: the per-tool argument sets follow the description's documented parameter semantics rather than a tabulated schema, and the Streamable HTTP session handshake follows the standard session pattern for hosted MCP endpoints.

CLI

Each tool is a subcommand taking one JSON argument string:

npx @reneturcios/advisorscope search_advisors '{"state":"CA","city":"San Francisco"}'
npx @reneturcios/advisorscope get_advisor '{"crd":"123456"}'
npx @reneturcios/advisorscope check_advisor '{"name":"Jane Doe","state":"NY"}'
npx @reneturcios/advisorscope find_bookable_advisors '{"specialty":"retirement","state":"TX"}'
npx @reneturcios/advisorscope search_firms '{"name":"Acme","state":"DE"}'
npx @reneturcios/advisorscope get_firm '{"crd":"789012"}'
npx @reneturcios/advisorscope get_database_stats '{}'
npx @reneturcios/advisorscope --version

Output is the tool's result text (the remote result, serialized as JSON, on success). Exit codes: 0 on success, 1 on an error result (including a guard, remote or transport failure), 2 on a usage error.

MCP server

npx -y @reneturcios/advisorscope mcp

MCP client config:

{
  "mcpServers": {
    "advisorscope": {
      "command": "npx",
      "args": ["-y", "@reneturcios/advisorscope", "mcp"]
    }
  }
}

Docker

docker run -i ghcr.io/cloudcorprecords/advisorscope
docker run --rm ghcr.io/cloudcorprecords/advisorscope get_database_stats '{}'

Development

npm install
npm run build   # tsc -> dist/
npm test        # tsx --test test/*.test.ts (fake fetch only, no network)
npm run dev     # run the CLI from source

License

MIT — Copyright (c) 2026 Rene Turcios