# Guides

- [Form ADV for data users: what each item means](https://wealthtech.dev/data/form-adv): 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.
- [Getting API access to advisor CRMs](https://wealthtech.dev/guides/getting-api-access-advisor-crms): 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.
- [MCP servers in advisor technology](https://wealthtech.dev/guides/mcp-for-advisor-tech): 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.
- [Connecting Claude to advisor tools](https://wealthtech.dev/guides/connect-claude-to-advisor-tools): Which advisor products on record have a Claude connector or MCP server, who enables each, what each needs, and which have no public endpoint.