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AdvisorIQ MCP

v0.2.0

com.advisoriq/advisoriq

CE requirements for US advisors by designation and state, and data on every US RIA, with sources.

transport:streamable-http tools:13

Target client

run in your project directory

claude mcp add --transport http advisoriq https://mcp.advisoriq.com

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

ce_requirements

ce requirements

ce_calculate

ce calculate

iar_ce_state

iar ce state

iar_ce_states

iar ce states

compliance_deadlines

compliance deadlines

upcoming_webinars

upcoming webinars

replays

replays

search_research Read-only

search research

get_article Read-only

get article

search_ria_firms Read-only

search ria firms

get_ria_firm Read-only

get ria firm

ria_rankings

ria rankings

ria_market_stats

ria market stats

All 13 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.