wealthmcp.ai
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MCP ServerVendor

Relationship intelligence for financial and professional services: 7M+ companies, 150M+ decision-makers, firmographics, UCC filings, SBA loans, Form 5500 benefit plans and buyer-intent signals surfaced inside Claude, ChatGPT and Copilot.

relationship intelligenceprospectingForm 5500firmographicscontacts
Status
Vendor
Auth
OAuth
Hosting
Remote
Community rating
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How to connect RelPro

Step 1

Check the vendor's documentation

This listing does not publish a public endpoint or install command yet. Open the vendor documentation above for access details, then follow the general steps in our connection guide.

Step 2

Authenticate with OAuth

Your client opens a browser sign-in with the vendor. Approve only the scopes you need, and use a read-only account first when the platform offers one.

Step 3

Verify, then widen access

Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.

Prompts that use this server

Starter prompts from the Practice Stacks that rely on Advisor & Firm Intelligence / Prospecting.

Build a qualified prospect shortlist

A ranked shortlist of firms or households worth a first call.

Growth (Prospecting + Marketing)Advisor & Firm Intelligence / ProspectingCRM

Read-only: using firm-intelligence and CRM tools, build a shortlist of up to 25 prospects matching <ideal client profile: AUM band, location, niche>. Exclude anyone already in CRM as a client or active opportunity. Return a table of Name / Firm / Why they fit / Source tool / CRM status. Do not create, update or enrich any CRM record, and do not send outreach. Flag any record where the data looks stale or unverified.

Guardrail · Read-only. Verify prospect data at the source before any outreach.

One-page prospect firm brief

A briefing sheet before a first meeting or call.

Growth (Prospecting + Marketing)Advisor & Firm Intelligence / ProspectingCRM

Read-only: assemble a one-page brief on <firm or prospect name> by combining two sources — pull size, services, custodian and platform footprint and recent public news from the firm-intelligence tools, then pull our own history with them from CRM (prior contacts, referral source, related households, open opportunities). Show a Fact / Source tool / Date table and a short 'what we already know internally' section. Cite the tool and URL behind every external claim and mark anything you could not verify as 'unverified' rather than guessing. Do not write to CRM or contact anyone.

Guardrail · Read-only. Treat unverified items as leads to confirm, not facts.

Compliance history and diligence file

The regulatory record a buyer's counsel will request.

Sell / M&A ReadinessCompliance, Risk & RegulatoryAdvisor & Firm Intelligence / Prospecting

Read-only: assemble my firm's regulatory record from two directions — my internal compliance systems (policy reviews, testing, exam findings, remediation status) and the public regulatory and firm-intelligence sources (registration history, ADV disclosures, complaints). Show them side by side and flag anything disclosed publicly that has no internal record, or internally tracked that the public record does not reflect. Cite each source and mark anything unverified as 'to confirm'. Do not file, submit or amend anything.

Guardrail · Read-only. Regulatory filings are amended through official channels only.

Read the full connection guide →