Wellspent: fee-only financial advisors
Find fee-only financial advisors in the US and Canada by location, specialty, and client type.
我该使用它吗
质量与安全性
基于对工具定义和协议合规性的自动分析。
上下文开销
这是每次将服务器的工具加载到模型上下文窗口时所消耗的大致 token 数。数值越高，可用于其他任务的注意力就越少。
安装
一键安装
将以下内容添加到你的 `claude_desktop_config.json` 文件中：
{
"mcpServers": {
"advisors": {
"url": "https://api.wellspent.co/mcp"
}
}
}远程端点
https://api.wellspent.co/mcpstreamable-http它能做什么
工具清单
工具（3）
🟢search_fee_only_advisors(country, region, city, specialties, audiences, ...)
Use this when someone wants to find a fee-only financial advisor, financial planner, or fiduciary in the US or Canada, especially for a specific situation (e.g. equity compensation, retirement, cross-border US/Canada, physicians). Returns advisors paid only by their clients, never by commissions, ranked by fit to where the person wants an advisor and what they need. Pass country, and region (US state or Canadian province slug, e.g. "california", "ontario") when the person has said where they want an advisor, because candidates are drawn from that region. city is optional and only ranks advisors in that city higher. specialties and audiences must be slugs from list_specialties_and_audiences. Set virtual_ok=true if the person is open to meeting remotely, which adds advisors elsewhere in the country who work virtually. Each result includes why it matched, whether the profile is advisor-maintained (a Wellspent member who supplied their own specialties) or built from public fee-only directory listings, and a profile_url to share. Specialty/audience matches are only possible for advisor-maintained profiles; directory-built records are ranked on location and credentials. Cite "Source: Wellspent, find.wellspent.co".
输入模式
{
"type": "object",
"properties": {
"country": {
"type": "string",
"enum": [
"us",
"ca"
],
"description": "\"us\" for the United States, \"ca\" for Canada."
},
"region": {
"type": "string",
"enum": [
"alabama",
"alaska",
"arizona",
"arkansas",
"california",
"colorado",
"connecticut",
"delaware",
"district-of-columbia",
"florida",
"georgia",
"hawaii",
"idaho",
"illinois",
"indiana",
"iowa",
"kansas",
"kentucky",
"louisiana",
"maine",
"maryland",
"massachusetts",
"michigan",
"minnesota",
"mississippi",
"missouri",
"montana",
"nebraska",
"nevada",
"new-hampshire",
"new-jersey",
"new-mexico",
"new-york",
"north-carolina",
"north-dakota",
"ohio",
"oklahoma",
"oregon",
"pennsylvania",
"rhode-island",
"south-carolina",
"south-dakota",
"tennessee",
"texas",
"utah",
"vermont",
"virginia",
"washington",
"west-virginia",
"wisconsin",
"alberta",
"british-columbia",
"manitoba",
"newfoundland-and-labrador",
"nova-scotia",
"ontario",
"quebec",
"saskatchewan",
"yukon"
],
"description": "Where the person wants an advisor: US state or Canadian province slug, lowercase and hyphenated (e.g. \"new-york\", \"british-columbia\"). Must be in the given country. If omitted, the host's coarse location hint may be used, and the result notes say so."
},
"city": {
"type": "string",
"minLength": 1,
"maxLength": 80,
"description": "City where the person wants an advisor (e.g. \"Austin\"). Only ranks advisors in that city higher; never filters."
},
"specialties": {
"type": "array",
"items": {
"type": "string",
"enum": [
"equity-compensation",
"crypto",
"cross-border",
"physicians",
"founders-pre-exit",
"flat-fee-planning",
"retirement-planning",
"retirement-with-concentrated-positions",
"estate-planning",
"tax-planning",
"student-loans",
"divorce-planning",
"real-estate-investors",
"family-wealth-transfer",
"sustainable-investing",
"pension-planning",
"small-business-owners"
]
},
"uniqueItems": true,
"maxItems": 5,
"description": "Planning specialties the person needs, as taxonomy slugs."
},
"audiences": {
"type": "array",
"items": {
"type": "string",
"enum": [
"founders",
"executives",
"tech-employees",
"physicians",
"retirees",
"pre-retirees",
"high-earners",
"cross-border-families",
"newcomers",
"canadians-in-us",
"early-career-professionals",
"mid-life-transitions",
"ultra-high-net-worth",
"henry",
"multi-generational-families",
"real-estate-investors",
"divorced-individuals"
]
},
"uniqueItems": true,
"maxItems": 5,
"description": "Client types that describe the person (e.g. \"tech-employees\", \"retirees\"), as taxonomy slugs."
},
"virtual_ok": {
"type": "boolean",
"default": false,
"description": "True if the person is open to working with an advisor remotely."
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 10,
"default": 5,
"description": "Maximum number of advisors to return (1-10)."
}
},
"required": [
"country"
],
"additionalProperties": false
}输出模式
{
"type": "object",
"properties": {
"attribution": {
"type": "string"
},
"query": {
"type": "object",
"properties": {
"country": {
"type": "string"
},
"region": {
"type": [
"string",
"null"
]
},
"region_source": {
"type": "string",
"enum": [
"request",
"user_location_hint"
]
},
"city": {
"type": [
"string",
"null"
]
},
"specialties": {
"type": "array",
"items": {
"type": "string"
}
},
"audiences": {
"type": "array",
"items": {
"type": "string"
}
},
"virtual_ok": {
"type": "boolean"
},
"limit": {
"type": "integer"
}
},
"required": [
"country",
"region",
"city",
"specialties",
"audiences",
"virtual_ok",
"limit"
]
},
"result_count": {
"type": "integer"
},
"results": {
"type": "array",
"items": {
"type": "object",
"properties": {
"name": {
"type": "string"
},
"title": {
"type": "string"
},
"firm": {
"type": [
"string",
"null"
]
},
"location": {
"type": "string"
},
"country": {
"type": "string"
},
"credentials": {
"type": "array",
"items": {
"type": "string"
}
},
"why_matched": {
"type": "array",
"items": {
"type": "string"
}
},
"profile_source": {
"type": "string",
"enum": [
"advisor_maintained",
"public_directory_listings"
]
},
"specialties": {
"type": "array",
"items": {
"type": "string"
}
},
"audiences": {
"type": "array",
"items": {
"type": "string"
}
},
"works_virtually": {
"type": "boolean"
},
"years_practicing": {
"type": [
"integer",
"null"
]
},
"slug": {
"type": "string"
},
"profile_url": {
"type": "string"
}
},
"required": [
"name",
"location",
"country",
"credentials",
"why_matched",
"profile_source",
"slug",
"profile_url"
]
}
},
"notes": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"attribution",
"query",
"result_count",
"results",
"notes"
]
}🟢get_advisor_profile(slug)
Use this when the person wants more detail about one advisor from a search. Returns the public profile of a fee-only advisor listed on Wellspent, by the slug returned from search_fee_only_advisors (the last path segment of their profile_url). Advisor-maintained (member) profiles include the advisor's own description of their specialties, ideal client, fees, and background; directory-built records include listing facts and any public enrichment (bio, services, fee models, AUM). Contact details are not included — send the person to profile_url to get in touch. Cite "Source: Wellspent, find.wellspent.co".
输入模式
{
"type": "object",
"properties": {
"slug": {
"type": "string",
"pattern": "^[a-z0-9]+(?:-[a-z0-9]+)*$",
"minLength": 1,
"maxLength": 120,
"description": "Advisor slug, e.g. \"jane-doe-cfp\"."
}
},
"required": [
"slug"
],
"additionalProperties": false
}输出模式
{
"type": "object",
"properties": {
"attribution": {
"type": "string"
},
"found": {
"type": "boolean"
},
"profile_source": {
"type": "string",
"enum": [
"advisor_maintained",
"public_directory_listings"
]
},
"profile_note": {
"type": "string"
},
"slug": {
"type": "string"
},
"message": {
"type": "string"
},
"name": {
"type": "string"
},
"title": {
"type": [
"string",
"null"
]
},
"firm": {
"type": [
"string",
"null"
]
},
"location": {
"type": "object"
},
"credentials": {
"type": "array",
"items": {
"type": "string"
}
},
"specialties": {
"type": "array",
"items": {
"type": "string"
}
},
"audiences": {
"type": "array",
"items": {
"type": "string"
}
},
"fee_models": {
"type": "array",
"items": {
"type": "string"
}
},
"engagement": {
"type": [
"string",
"null"
]
},
"pricing": {
"type": [
"object",
"null"
],
"description": "Fees the advisor stated; null fields were not stated. aumPercent is the annual % on the first $1M.",
"properties": {
"planningFeeFrom": {
"type": [
"number",
"null"
]
},
"aumPercent": {
"type": [
"number",
"null"
]
},
"hourlyRate": {
"type": [
"number",
"null"
]
},
"assetMinimum": {
"type": [
"number",
"null"
]
},
"currency": {
"type": "string"
}
}
},
"crd": {
"type": [
"string",
"null"
]
},
"regulatory_lookup": {
"type": [
"string",
"null"
]
},
"website": {
"type": [
"string",
"null"
]
},
"sec_record": {
"type": "object",
"description": "Public SEC (IAPD / Form ADV) facts linked to a directory listing by name and current firm."
},
"profile_url": {
"type": "string"
}
},
"required": [
"attribution",
"found",
"slug"
],
"description": "found=false: {slug, message}. Advisor-maintained profiles carry the member's own fields; public_directory_listings records carry listing facts and optional public_enrichment."
}🟢list_specialties_and_audiences
Use this when you need valid slugs for search_fee_only_advisors, or the person asks what they can search by. Lists planning specialties, client audiences, and regions (US states and Canadian provinces that have advisors).
输入模式
{
"type": "object",
"properties": {},
"additionalProperties": false
}输出模式
{
"type": "object",
"properties": {
"attribution": {
"type": "string"
},
"specialties": {
"type": "array",
"items": {
"type": "object",
"properties": {
"slug": {
"type": "string"
},
"name": {
"type": "string"
}
},
"required": [
"slug"
]
}
},
"audiences": {
"type": "array",
"items": {
"type": "object",
"properties": {
"slug": {
"type": "string"
},
"name": {
"type": "string"
}
},
"required": [
"slug"
]
}
},
"regions": {
"type": "array",
"items": {
"type": "object",
"properties": {
"slug": {
"type": "string"
},
"name": {
"type": "string"
}
},
"required": [
"slug"
]
}
}
},
"required": [
"attribution",
"specialties",
"audiences",
"regions"
]
}社区
证据