dev.wealthtech由 wealthtech.dev 发布官方发布者v0.2.0更新于 Oct 28, 2026
Read-only, sourced access facts for wealth tech products, vendor MCP servers and Form ADV columns.
以只读方式查询财富科技产品、厂商 MCP 服务器与 SEC Form ADV 字段，每项事实附日期与原文引用。
Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。
把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。
阅读 https://sourceweft.com/mcp/dev.wealthtech%2Fmcp/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。把它添加到你客户端的 mcpServers 配置中。
{
"mcpServers": {
"wealthtech-dev": {
"type": "http",
"url": "https://mcp.wealthtech.dev/mcp"
}
}
}Search wealth technology products
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.
queryaccesshas_mcpcategoryGet one product's developer access record
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[].
id必填Compare API access across products
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.
ids必填List wealth-tech MCP servers and AI connectors
MCP servers and AI connectors published by wealth technology vendors: endpoint, status (live or announced), kind, tool count and the products they connect to.
statusproduct_idGet one MCP server or AI connector
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[].
id必填What changed on wealthtech.dev
Dated changelog entries: new products, changed access facts, new MCP servers. Use since to get only recent entries.
sinceExplain a column in the SEC investment adviser file
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.
name必填List product categories
The product categories wealthtech.dev covers, with how many products each holds.
无需输入参数。
已满足适用检查项的 83%
该评分衡量此收录条目的完整程度，依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价，也不表示服务器安全或当前可用：可连通性是带日期的检查结果，评分也不包含安装量或用户评价。
请声明包含 README 的 GitHub 仓库，或在 OAuth 受保护资源元数据中提供 resource_documentation。
托管服务按其提供方的条款使用，因此这里不要求许可证。此检查项不计入百分比。
