ce_requirements
ce requirements
com.advisoriq/advisoriq
CE requirements for US advisors by designation and state, and data on every US RIA, with sources.
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
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.
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