# Advisoriq MCP server

Source: https://glimind.com/server/mcp-registry%2Fcom.advisoriq%2Fadvisoriq
Registry id: `mcp-registry/com.advisoriq/advisoriq`
Status: live (checked 2026-10-26T21:25:23.955Z)

## Verdict

Advisoriq MCP server answered 100% of Glimind's liveness checks over 30 days, better than 42% of MCP servers, with 131 ms median handshake and 0 outages in 90 days. Its agent-readiness grade is A (95/100) across 13 tools, costing an agent about 2,653 tokens to load. Checked every few minutes; no tool is ever called.

## Measurements (30 days)

| Metric | Value | Better than |
|---|---|---|
| Uptime, 30 days | 100% | 42% of MCP servers |
| Median handshake latency | 131 ms | 82% of MCP servers |
| p95 handshake latency | 2424 ms | — |
| Checks in 30 days | 3,710 | — |
| Outages, 90 days | 0 | — |
| Median recovery | — | — |
| Agent-readiness score | 95/100 (A) | 80% of MCP servers |
| Tools | 13 | — |
| Tool-list size for an agent | ~2,653 tokens | 48% of MCP servers |
| Days observed | 20 | — |

## Install

```json
{
  "mcpServers": {
    "advisoriq-mcp-server": {
      "type": "http",
      "url": "https://mcp.advisoriq.com"
    }
  }
}
```

Claude Code:

```sh
claude mcp add --transport http advisoriq-mcp-server https://mcp.advisoriq.com
```

## Tools (13)

- `ce_calculate`: What an advisor owes this cycle for a set of designations, with the deadline and days left, computed by the same engine as AdvisorIQ's CE calculator. CFP, CIMA,
- `ce_requirements`: The continuing education rule for one designation as AdvisorIQ has confirmed it from the body that sets it: hours or credits per cycle, category minimums (ethic
- `compliance_deadlines`: Confirmed regulatory and CE deadlines for advisers and their firms between two dates (default: today to a year out), each with the rule that sets the date, its 
- `get_article`: One published AdvisorIQ research article in full (markdown), with its author, dates and address. Takes the slug or the article's URL.
- `get_ria_firm`: One independent wealth management RIA's figures from its Form ADV, by CRD number: registration and status, location, website, regulatory assets under management
- `iar_ce_state`: Whether one US state or territory requires continuing education for investment adviser representatives (IAR CE), since when or from when, and what it requires, 
- `iar_ce_states`: Every jurisdiction on NASAA's IAR CE map with its status this year (in effect, adopted and starting later, not adopted), the counts, the requirement where it ap
- `replays`: Published replays of AdvisorIQ webinars, newest first, with length, sponsor, and self-study CE credit where a body approved it. A replay earns CE only where the
- `ria_market_stats`: Market data on independent wealth management RIAs for the US or one state, as on AdvisorIQ's industry and state pages: number of firms, total and median regulat
- `ria_rankings`: A ranking of independent wealth management RIAs, national or within one state, as AdvisorIQ computes it from Form ADV (for example the largest by assets, or the
- `search_research`: Published AdvisorIQ research articles matching words in the title, summary or text, newest first. Then get_article with a slug to read one.
- `search_ria_firms`: Find independent wealth management RIAs (SEC or state registered) in AdvisorIQ's directory by part of the firm's name, its CRD number or SEC 801- number, or its
- `upcoming_webinars`: Live AdvisorIQ webinars scheduled from now, soonest first, with the time in Eastern, presenters, sponsor, and the CE credit each offers with its approval status

Measured by Glimind (https://glimind.com): MCP handshake + tool list only, no tool is ever called. CC BY 4.0.