{"type":"mcp_server","title":"AdvisorIQ MCP server","lead":"As of Oct 8, 2026, AdvisorIQ's MCP server at mcp.advisoriq.com answers 13 read-only tools on CE requirements, IAR CE by state, compliance deadlines, webinars, research and the RIA directory, free and with no key, and every answer carries its sources, its as-of date and a ready citation.","as_of":"2026-10-08","facts":{"server":"https://mcp.advisoriq.com","also_answers_at":"https://mcp.advisoriq.com/mcp","transport":"Streamable HTTP: JSON-RPC 2.0 over HTTP POST","protocol_versions":["2026-07-28","2025-11-25","2025-06-18","2025-03-26"],"version":"0.2.1","registry_name":"com.advisoriq/advisoriq","key_required":false,"cost":"Free","tools":[{"name":"ce_requirements","title":"CE requirements for a designation","group":"CE requirements and calculator","inputs":["designation"]},{"name":"ce_calculate","title":"Calculate CE owed","group":"CE requirements and calculator","inputs":["designations","state","period_ends"]},{"name":"iar_ce_state","title":"IAR CE in one state","group":"IAR CE by state","inputs":["state"]},{"name":"iar_ce_states","title":"IAR CE in every state","group":"IAR CE by state","inputs":[]},{"name":"compliance_deadlines","title":"Compliance deadlines","group":"Compliance deadlines","inputs":["from","to","applies_to"]},{"name":"upcoming_webinars","title":"Upcoming AdvisorIQ webinars","group":"Webinars and replays","inputs":["topic","credit"]},{"name":"replays","title":"AdvisorIQ replays","group":"Webinars and replays","inputs":["topic"]},{"name":"search_research","title":"Search AdvisorIQ research","group":"Research","inputs":["q"]},{"name":"get_article","title":"Read an AdvisorIQ article","group":"Research","inputs":["slug"]},{"name":"search_ria_firms","title":"Find an RIA firm","group":"RIA directory","inputs":["query","state","include_bd_affiliated"]},{"name":"get_ria_firm","title":"One RIA firm's profile","group":"RIA directory","inputs":["crd","include_bd_affiliated"]},{"name":"ria_rankings","title":"RIA rankings","group":"RIA directory","inputs":["metric","state","limit","include_bd_affiliated"]},{"name":"ria_market_stats","title":"RIA market data","group":"RIA directory","inputs":["scope","segment","include_bd_affiliated"]}],"setup":{"claude-code":"claude mcp add --transport http advisoriq https://mcp.advisoriq.com","claude-desktop":"https://mcp.advisoriq.com","cursor":"{\n  \"mcpServers\": {\n    \"advisoriq\": {\n      \"url\": \"https://mcp.advisoriq.com\"\n    }\n  }\n}","vs-code":"{\n  \"servers\": {\n    \"advisoriq\": {\n      \"type\": \"http\",\n      \"url\": \"https://mcp.advisoriq.com\"\n    }\n  }\n}","chatgpt":"https://mcp.advisoriq.com/mcp","any-client":"curl -s https://mcp.advisoriq.com -H 'content-type: application/json' -d '{\"jsonrpc\":\"2.0\",\"id\":1,\"method\":\"tools/list\"}'"},"limits":{"calls_per_minute_per_caller":60,"get_ria_firm":"one firm per call","search_ria_firms_max_results":25,"ria_rankings_max_firms":100,"bulk_export":"none"},"data":[{"name":"CE requirements and calculator","from":"AdvisorIQ's versioned rule tables: each designation's rule, read from the body that sets it (CFP Board, Investments & Wealth Institute, CFA Institute, The American College of Financial Services and FINRA), with its source address, a short quote and the date checked.","updates":"When a body changes its rule. Every rule carries the date it was last checked against the body's own page, and a rule not confirmed there is refused, never estimated.","latest":"17 of 18 rule versions confirmed, last checked Oct 5, 2026."},{"name":"IAR CE by state","from":"NASAA's IAR CE map and model rule, one row per jurisdiction.","updates":"When a state adopts the model rule or NASAA changes its map. Every jurisdiction carries the date it was last checked.","latest":"54 jurisdictions, last checked Oct 5, 2026."},{"name":"Compliance deadlines","from":"AdvisorIQ's compliance calendar: each deadline with the rule that sets the date, its official source and the date checked. Only confirmed deadlines are returned.","updates":"As regulators and bodies publish dates. Every deadline carries the date it was last checked.","latest":"17 confirmed deadlines, last checked Oct 5, 2026."},{"name":"Webinars and replays","from":"AdvisorIQ's own schedule. CE credit carries the body's approval status; pending means not yet approved.","updates":"Live: a session appears when it is scheduled, a replay when it is published.","latest":null},{"name":"Research","from":"AdvisorIQ's published research articles.","updates":"Live: an article appears when it is published.","latest":null},{"name":"RIA directory","from":"Firm-level Form ADV data on independent wealth management RIAs, with broker-dealer affiliated wealth firms on request and asset managers left out, from the SEC's monthly registered-adviser files and the IAPD compilation reports. Firms only: no individual people.","updates":"Reloaded in full each month, after the SEC posts its new file.","latest":"Current snapshot: Oct 2, 2026."}],"listed_in":[{"name":"Official MCP Registry","url":"https://registry.modelcontextprotocol.io/v0/servers?search=com.advisoriq"},{"name":"Glama","url":"https://glama.ai/mcp/connectors/com.advisoriq/advisoriq"},{"name":"Smithery","url":"https://smithery.ai/servers/advisoriq/advisoriq"},{"name":"mcp.so","url":"https://mcp.so/search?q=AdvisorIQ"}]},"sources":[{"label":"Official MCP Registry listing","url":"https://registry.modelcontextprotocol.io/v0/servers?search=com.advisoriq","checked":"2026-10-06"},{"label":"Glama listing","url":"https://glama.ai/mcp/connectors/com.advisoriq/advisoriq","checked":"2026-10-06"},{"label":"Smithery listing","url":"https://smithery.ai/servers/advisoriq/advisoriq","checked":"2026-10-06"},{"label":"mcp.so listing","url":"https://mcp.so/search?q=AdvisorIQ","checked":null}],"notes":["The server refuses rather than guessing: a refusal means AdvisorIQ does not state that requirement or record, and it should not be filled in from memory.","Answers are free to quote with attribution. The RIA directory may be cited firm by firm but not copied, scraped or bulk-downloaded."],"related":[{"title":"Open data","url":"https://advisoriq.com/data/"},{"title":"License","url":"https://advisoriq.com/license/"},{"title":"llms.txt","url":"https://advisoriq.com/llms.txt"},{"title":"MCP pointer file","url":"https://advisoriq.com/.well-known/mcp.json"},{"title":"CE requirements","url":"https://advisoriq.com/ce/requirements/"},{"title":"RIA directory methodology","url":"https://advisoriq.com/ria/methodology/"}],"url":"https://advisoriq.com/mcp/","citation":"AdvisorIQ, as of 2026-10-08. https://advisoriq.com/mcp/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors","disclaimer":"Summaries of rules set by designation bodies and regulators, which have the final word."}