MCP server exposing 3 tools for sec-adv.
This URL is a JSON-RPC 2.0 endpoint over HTTP. Issue POST requests with a JSON-RPC body. Browsers and search crawlers land here on GET.
POST https://gateway.pipeworx.io/sec-adv/mcp
Content-Type: application/json
{"jsonrpc":"2.0","id":1,"method":"tools/list"}adv_search_firm — Search SEC-registered investment adviser (RIA) and broker-dealer firms by name via the IAPD / Form ADV public directory. Returns matching firms with CRD number, SEC number, registration scope, disclosure flag, branch count, and office address. Use adv_firm_profile with a returned CRD for full detail.adv_firm_profile — Get the SEC Form ADV / IAPD profile for an investment-adviser firm by its CRD number (the firm_source_id / CRD returned by adv_search_firm). Returns basic firm info, registration status, SEC number, notice-filing jurisdictions, disclosure flag, Form ADV Part 2 brochure list, and direct links to the full Form ADV report PDF. Note: reported AUM, client counts, and detailed disciplinary/disclosure narratives live inside the Form ADV filing itself — use the returned brochure/report PDF links for those.adv_search_individual — Search individual investment-adviser representatives / brokers by name via the IAPD public directory. Returns matching individuals with their CRD number, name, registration scope, disclosure flag, and current employing firm(s) with city/state.Code samples (curl / TypeScript / one-click client install), schemas, and the live playground are on the pack page:
https://pipeworx.io/packs/sec-adv/
Pipeworx is an open MCP gateway connecting AI agents to live data. pipeworx.io