@pipeworx/sec-adv

Connect: https://pipeworx.io/mcp — every tool in the catalog, including @pipeworx/sec-adv’s. Install: one-click buttons

Connect to just the @pipeworx/sec-adv pack

https://gateway.pipeworx.io/sec-adv/mcp — only @pipeworx/sec-adv’s own tools, nothing else in the catalog.

No MCP client? Skip the connection: POST https://gateway.pipeworx.io/v1/tools/search_packs {"query":"..."} to find a tool below, GET /v1/tools/<name> for its schema, POST the same URL with arguments for the data — see For AI agents.

Tools: 3

Tools

  • 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, disclos
  • 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, n
  • 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

Tools

  • 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, n
  • 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, disclos
  • 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

Regenerated from source · build October 11, 2026