`adv_search_individual`

Pack: sec-adv · Endpoint: https://gateway.pipeworx.io/sec-adv/mcp

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 current employing firm(s) with city/state.

Parameters

Name	Type	Required	Description
`query`	string	yes	Individual name to search (e.g. “John Smith”, “Warren Buffett”).
`limit`	number	no	Max individuals to return (1-50, default 10).

Example call

Arguments

{
  "query": "Warren Buffett"
}

curl

curl -X POST https://gateway.pipeworx.io/sec-adv/mcp \
  -H 'Content-Type: application/json' \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"adv_search_individual","arguments":{"query":"Warren Buffett"}}}'

TypeScript (@pipeworx/sdk)

import { Pipeworx } from '@pipeworx/sdk';
const pipeworx = new Pipeworx();

const result = await pipeworx.call('adv_search_individual', {
  "query": "Warren Buffett"
});

More examples

{
  "query": "John Smith",
  "limit": 20
}

Connect

Add this to your MCP client config, or use one-click install buttons:

{
  "mcpServers": {
    "sec-adv": {
      "url": "https://gateway.pipeworx.io/sec-adv/mcp"
    }
  }
}

See Getting Started for client-specific install steps.

adv_search_individual