Advisoriq

{
  "agent_id": "advisoriq",
  "name": "Advisoriq",
  "url": "https://advisoriq.com/mcp/",
  "logo": null,
  "niche": null,
  "category": null,
  "short_summary": "CE rules for US financial advisors (CFP, CFA, IWI, IAR by state, FINRA, American College) with sources and verified dates, plus firm data, rankings and market…",
  "task_performed": "CE rules for US financial advisors (CFP, CFA, IWI, IAR by state, FINRA, American College) with sources and verified dates, plus firm data, rankings and market stats on every US registered investment adviser from SEC Form ADV. Read only, no key. Every answer cites its AdvisorIQ page.",
  "inputs_accepted": [],
  "outputs_produced": [],
  "integrations_available": [
    "MCP"
  ],
  "protocols_or_interfaces": [
    "MCP"
  ],
  "industry_fit": [
    "general business"
  ],
  "autonomy_level": "infrastructure",
  "human_approval_needed": "unclear",
  "pricing_model": "unclear",
  "price": {
    "observed": true,
    "billing": "free",
    "source_kind": "vendor",
    "currency": "USD",
    "lowest_monthly_usd": null,
    "monthly_usd": null,
    "headline": "Free",
    "commercial": {
      "currency": "USD",
      "lines": [
        {
          "name": "AdvisorIQ MCP server",
          "price": "0USD",
          "kind": "free",
          "billed": "monthly"
        }
      ]
    },
    "summary": "Free. The AdvisorIQ MCP server is publicly offered at no cost without an account or API key.",
    "confidence": "high",
    "source_url": "https://advisoriq.com/mcp/",
    "checked_at": "2026-10-08T02:16:44.524Z",
    "amount": null,
    "display": null,
    "plans": [
      {
        "name": "AdvisorIQ MCP server",
        "price": "0USD",
        "period": null,
        "persona": "free",
        "highlights": [
          "Free with no key",
          "No account or sign-in required",
          "Read-only MCP tools"
        ],
        "promo_note": null,
        "price_promo": null,
        "price_annual": null
      }
    ],
    "source": "render+llm"
  },
  "trust_or_rating_signal": [],
  "evidence_quality": "medium",
  "entity_type": "infrastructure",
  "regulated_data_suitability": "unclear",
  "evidence_urls": [
    "https://advisoriq.com/mcp/"
  ],
  "last_checked": "2026-10-07",
  "how_to_connect": {
    "website": "https://advisoriq.com/mcp/",
    "docs": null,
    "mcp": {
      "endpoint": "https://mcp.advisoriq.com/mcp",
      "transport": "http",
      "config_snippet": "{\n  \"mcpServers\": {\n    \"advisoriq\": {\n      \"url\": \"https://mcp.advisoriq.com/mcp\"\n    }\n  }\n}"
    },
    "a2a": null,
    "api": null,
    "protocols": [
      "MCP"
    ],
    "install": null,
    "repository": null
  },
  "deployment": {
    "model": "hosted",
    "both_offered": false,
    "hosted_endpoint": "https://mcp.advisoriq.com/mcp",
    "install": null,
    "note": "Vendor-hosted connector: connect to the published endpoint; nothing to install.",
    "evidence": {
      "sources": [
        "page_text:hosted"
      ],
      "excerpt": "the warning and select I understand and want to continue, then Create as a plugin. https://mcp.advisoriq.com/mcp ChatGPT asks for the address with its path. https://mc",
      "url": "https://advisoriq.com/mcp/",
      "observed_day": "2026-10-08",
      "age_days": 0,
      "hosted_evidence": "vendor endpoint URL on the page",
      "rule": "deploy-v1"
    }
  },
  "licence": {
    "name": null,
    "note": "No named licence found in the retained page text or source attributes. A public repository alone does not establish an open-source licence.",
    "evidence": null
  },
  "evidence_checks": {
    "price": {
      "source_url": "https://advisoriq.com/mcp/",
      "last_observed_day": "2026-10-08",
      "age_days": 0,
      "verified_day": "2026-10-08",
      "note": "verified = the page-text gate ran for that scan day (day-before/day-of text check)"
    },
    "agent_card": {
      "status": "unknown",
      "note": "no Agent Card URL recorded for this listing"
    },
    "endpoint": {
      "status": "unknown",
      "note": "endpoint not yet checked"
    }
  },
  "price_history_available": "Pass price_history:true for this provider's dated plan prices (observation dates, original currency).",
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 366,
    "uptime_7d": null,
    "checked_at": "2026-10-08T02:30:17.278Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
    "free_tier": null,
    "unit_cost": null
  },
  "reported_success": null,
  "feedback": "If you actually use this provider, call report_outcome with the result. Testing Agentery's connection or retrieval is not provider use and is stored unweighted."
}