Verity RMS MCP Server

com.verityrmsPublished by verityrms.comOfficial publisherv0.1.0Updated Oct 24, 2026

Verity RMS — AI-powered investment research management. Search your notes, meetings, and research.

VerifiedStreamable HTTPWeb executableFinance Knowledge & Memory

Server details

Identifier: com.verityrms/rms-mcp
Transport: Streamable HTTP
Runtime: Web executable
Trust: Verified
Published: Sep 16, 2026

Security note

MCP servers receive tool arguments from a conversation and may perform external actions. Review what a server can do before you enable it, and give it only the access it needs.

The registry verified that this server's namespace belongs to verityrms.com, which also runs its endpoint. That identifies the publisher; it does not make the server's tools safe.

SourceWeft's checks cover whether the listing is complete and the endpoint answered; they do not review the server's code or what its tools do.

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Overview

AI-generated overview

Verity RMS MCP server lets an AI assistant search a Verity RMS investment research workspace, including notes, meetings and research.

What you can do: Search investment research material held in Verity RMS
Look up notes and meeting records
Retrieve research content for the assistant to work with
No tool list is published, so the exact operations are not documented.
When to use it: Worth adding when your team keeps investment research, notes and meeting records in Verity RMS and you want an assistant to search and pull that material into its answers.
Requirements: A remote streamable HTTP endpoint at your own tenant subdomain on verityrms.com, so a Verity RMS tenant is required. The manifest declares no authentication, environment variables or headers, but access to a tenant workspace is likely to require signing in through the platform.

Before you install

The manifest declares no authentication, yet the endpoint is tenant-specific and the content is private research; confirm how access is actually secured before connecting. The server exposes no tool list, so what it can read or change is unverified. Research and meeting data may be sensitive, so check what is sent to the assistant and to the provider.

Installation

In SourceWeft

Open Verity RMS MCP Server in the dashboard and add it to a workspace.
Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Tools

SourceWeft has not read this server's tools yet.

Version history

v0.1.0LatestSep 16, 2026

Score

67% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

Reached in the last 30 daysRequired25 pts
Auth declaredRequired10 pts
Tools listedRequired15 pts
Answer tools/list without a credential, or ship a package that starts in a sandbox without one.
DescriptionRequired15 pts
Logo10 pts
Documentation15 pts
Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.
LicenseNot applicable
A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.