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

NameTypeRequiredDescription
querystringyesIndividual name to search (e.g. “John Smith”, “Warren Buffett”).
limitnumbernoMax individuals to return (1-50, default 10).

Example call

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":{}}}'

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.

Regenerated from source · build July 14, 2026