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
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.