Wellspent: fee-only financial advisors for Claude.ai

co.wellspent/advisors

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

client:Claude.ai transport:streamable-http tools:3

Install Wellspent: fee-only financial advisors in Claude.ai

Settings → Connectors → Add custom connector

https://api.wellspent.co/mcp

Claude on the web takes a remote URL and completes OAuth in the browser. For a packaged server use Claude Desktop or Claude Code instead. Claude.ai docs

What Claude.ai can do once it is connected

search_fee_only_advisors
get_advisor_profile
list_specialties_and_audiences

Wellspent: fee-only financial advisors in other clients

Claude Code
Claude Desktop
Cursor
VS Code
Zed
Windsurf
Cline
Gemini CLI
Grok
ChatGPT
LangChain

Wellspent: fee-only financial advisors MCP server