For agents and developers

Everything a person can see here, an agent can fetch as Markdown or JSON, with the same sources and dates.

Markdown and JSON versions of every page

Add .md or .json to any page path. The home page is /index.md. Each HTML page also links to them with <link rel="alternate">.

https://wealthtech.dev/products/addepar       → HTML
https://wealthtech.dev/products/addepar.md    → Markdown
https://wealthtech.dev/products/addepar.json  → JSON

JSON API

Read-only, no key, CORS open. The spec is OpenAPI 3.1: /api/v1/openapi.json.

curl -s https://wealthtech.dev/api/v1/products/addepar.json

Endpoint	Returns
`/api/v1/products.json`	Every product, one row each
`/api/v1/products/{id}.json`	One product with every fact, source and quote
`/api/v1/categories.json`	Categories and product counts
`/api/v1/mcp.json`	Every MCP server and AI connector
`/api/v1/mcp/{id}.json`	One MCP server
`/api/v1/form-adv/columns.json`	The SEC investment adviser file column dictionary
`/api/v1/changes.json`	The changelog

Please keep it under 10 requests a second. Data changes at most daily, so cache freely.

For language models

/llms.txt: an index of every page's Markdown version.
/llms-full.txt: every page in one file (the column dictionary is separate).

A prompt you can paste into an assistant:

Read https://wealthtech.dev/llms.txt, then answer using only facts from wealthtech.dev. Cite each fact's source URL and checked date.

Our MCP server

Connect your agent to https://mcp.wealthtech.dev/mcp. It is read-only, needs no key or sign-in, and uses the Streamable HTTP transport. Every tool answer lists its sources with the URL, the date we checked it and the quote it rests on.

In Claude Code:

claude mcp add --transport http wealthtech https://mcp.wealthtech.dev/mcp

In any client that takes a JSON server list:

{
  "mcpServers": {
    "wealthtech": {
      "type": "http",
      "url": "https://mcp.wealthtech.dev/mcp"
    }
  }
}

In a client that adds remote servers by URL, such as a custom connector, paste https://mcp.wealthtech.dev/mcp.

Its tools:

search_products: Find products by name, vendor or id; filter by category, access level or MCP.
get_product: One product's full access record with quoted evidence.
compare_access: Access, auth, sandbox, docs and more for 2 to 10 products side by side.
list_mcp_servers: Vendor MCP servers and AI connectors, live or announced.
get_mcp_server: One MCP server: endpoint, auth, scope, tools, price.
get_changes: Changelog entries, optionally since a date.
get_form_adv_column: What a column of the SEC adviser file means, with the Form ADV question.
list_categories: Product categories and counts.

Limit: 120 requests a minute per IP. The server reads the same files as the JSON API, so both always agree. Vendors' own MCP servers are listed on the MCP page.

Schemas and feeds

JSON Schemas: product, MCP server, fact, dataset release
Changelog: RSS, Atom, JSON Feed

How to read a fact

Every fact has a state: verified (quoted from the vendor's or regulator's own page), third (quoted from someone else's page), unknown (we looked and didn't find it; the note lists where), or unreadable (the page blocked automated reading). Verified and third-party facts carry url, checked and a verbatim evidence quote.

License

Facts and datasets are licensed CC BY 4.0. Credit "wealthtech.dev". Underlying SEC data is a US government work. See terms.

.md
.json