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Wellspent: fee-only financial advisors MCP

v1.0.0

co.wellspent/advisors

Find fee-only financial advisors in the US and Canada by location, specialty, and client type.

transport:streamable-http tools:3

Target client

run in your project directory

claude mcp add --transport http advisors https://api.wellspent.co/mcp

setup guides: Claude Code Claude Desktop Cursor VS Code Zed Windsurf Cline Gemini CLI Grok ChatGPT Claude.ai LangChain

Adds it for this project only. Append --scope user to make it available everywhere. Claude Code docs

search_fee_only_advisors Read-only

search fee only advisors

get_advisor_profile Read-only

get advisor profile

list_specialties_and_audiences Read-only

list specialties and audiences

All 3 tools, one page each

Mutating and Read-only are read off each tool's name, not its schema — a hint, not a guarantee. Check the server's own documentation before granting access.