{
  "page": "https://wealthtech.dev/guides",
  "title": "Guides: connecting to wealth technology",
  "description": "How-tos for developers working with advisor technology and regulatory data.",
  "updated": "2026-10-22",
  "data": {
    "guides": [
      {
        "title": "Form ADV for data users: what each item means",
        "url": "https://wealthtech.dev/data/form-adv",
        "description": "What each Form ADV item means, which SEC monthly file columns it becomes, how values are formatted, and the traps to avoid when you join and clean the data.",
        "updated": "2026-10-17"
      },
      {
        "title": "Getting API access to advisor CRMs",
        "url": "https://wealthtech.dev/guides/getting-api-access-advisor-crms",
        "description": "How developers get API keys, sandboxes and limits for nine advisor CRMs, which ones need approval or a partner agreement, and what to do when there is no public API.",
        "updated": "2026-10-17"
      },
      {
        "title": "MCP servers in advisor technology",
        "url": "https://wealthtech.dev/guides/mcp-for-advisor-tech",
        "description": "Eleven MCP servers and connectors on record in wealth technology: which are live or announced, what each can read and write, who enables it, and what to check first.",
        "updated": "2026-10-17"
      },
      {
        "title": "Connecting Claude to advisor tools",
        "url": "https://wealthtech.dev/guides/connect-claude-to-advisor-tools",
        "description": "Which advisor products on record have a Claude connector or MCP server, who enables each, what each needs, and which have no public endpoint.",
        "updated": "2026-10-17"
      }
    ]
  }
}