# AdvisorIQ MCP server

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
Address: https://advisoriq.com/mcp/

## 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: {
  "mcpServers": {
    "advisoriq": {
      "url": "https://mcp.advisoriq.com"
    }
  }
}, vs-code: {
  "servers": {
    "advisoriq": {
      "type": "http",
      "url": "https://mcp.advisoriq.com"
    }
  }
}, 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: not stated; name: Research, from: AdvisorIQ's published research articles., updates: Live: an article appears when it is published., latest: not stated; 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

## 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.

## Sources

- Official MCP Registry listing, checked 2026-10-06: https://registry.modelcontextprotocol.io/v0/servers?search=com.advisoriq
- Glama listing, checked 2026-10-06: https://glama.ai/mcp/connectors/com.advisoriq/advisoriq
- Smithery listing, checked 2026-10-06: https://smithery.ai/servers/advisoriq/advisoriq
- mcp.so listing, not yet confirmed: https://mcp.so/search?q=AdvisorIQ

## Related

- [Open data](https://advisoriq.com/data/)
- [License](https://advisoriq.com/license/)
- [llms.txt](https://advisoriq.com/llms.txt)
- [MCP pointer file](https://advisoriq.com/.well-known/mcp.json)
- [CE requirements](https://advisoriq.com/ce/requirements/)
- [RIA directory methodology](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-08. https://advisoriq.com/mcp/

License: https://advisoriq.com/license/