wealthtech.dev

{
  "mcpServers": {
    "dev.wealthtech/mcp": {
      "url": "https://mcp.wealthtech.dev/mcp"
    }
  }
}

Indexed tools

Tool metadata and schemas come from the remote server and are untrusted. Indexing only lists tools; it never calls them.

8 shown · authentication unknown

• Compare API access across products

  compare_access

  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.

  Schema valid · SHA-256 5bc06674fc9d…

  View input schema

  {
    "type": "object",
    "properties": {
      "ids": {
        "minItems": 2,
        "maxItems": 10,
        "type": "array",
        "items": {
          "type": "string",
          "maxLength": 80
        },
        "description": "Product ids to compare."
      }
    },
    "required": [
      "ids"
    ],
    "$schema": "http://json-schema.org/draft-07/schema#"
  }

• What changed on wealthtech.dev

  get_changes

  Dated changelog entries: new products, changed access facts, new MCP servers. Use since to get only recent entries.

  Schema valid · SHA-256 c21459226169…

  View input schema

  {
    "type": "object",
    "properties": {
      "since": {
        "description": "ISO date (YYYY-MM-DD); entries on or after it.",
        "type": "string",
        "pattern": "^\\d{4}-\\d{2}-\\d{2}$"
      }
    },
    "$schema": "http://json-schema.org/draft-07/schema#"
  }

• Explain a column in the SEC investment adviser file

  get_form_adv_column

  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.