{
  "page": "https://wealthtech.dev/products/comply",
  "title": "COMPLY (Comply for RIA, formerly RIA in a Box) API and MCP",
  "description": "Comply for RIA (formerly RIA in a Box) is part of Comply's compliance software. No public API documentation was found; Comply lists integration partners and announced a ComplyAI MCP Server in April 2026 without publishing an endpoint.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/product.schema.json",
    "url": "https://wealthtech.dev/products/comply",
    "title": "COMPLY (Comply for RIA, formerly RIA in a Box) API and MCP",
    "lastChecked": "2026-10-17",
    "id": "comply",
    "name": "COMPLY (Comply for RIA, formerly RIA in a Box)",
    "vendor": "Comply",
    "website": "https://www.comply.com/",
    "category": "compliance",
    "tier": "core",
    "company": "comply",
    "listed": true,
    "access": {
      "value": "none-found",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked."
    },
    "docsUrl": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked."
    },
    "style": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No API documentation found, so the API style is not known. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked."
    },
    "auth": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No API authentication documented. The press release says MCP server connections are authenticated against the firm's existing identity infrastructure. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked."
    },
    "howToGetAccess": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No public instructions for API or integration access. The press release says access to the MCP server is authorized by the compliance team. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked."
    },
    "sandbox": {
      "value": "unknown",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not mentioned on the pages read. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked."
    },
    "rateLimits": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not mentioned on the pages read. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked."
    },
    "webhooks": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not mentioned on the pages read. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked."
    },
    "sdks": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not mentioned on the pages read. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked."
    },
    "openapi": {
      "value": "none",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No OpenAPI spec or API reference found. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked."
    },
    "partnerProgram": {
      "value": "https://www.comply.com/partnerships/",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.comply.com/partnerships/",
      "evidence": "We partner with firms in various capacities, from product integrations to thought leadership and referral programs.",
      "capture": "evidence/comply/www-comply-com-partnerships.txt",
      "note": null
    },
    "publicIntegrationList": {
      "value": "https://www.comply.com/partnerships/",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.comply.com/partnerships/",
      "evidence": "The integration allows a joint Black Diamond and Comply for RIA client to automate compliance and registration requirements to help ensure consistent and accurate registration and Form ADV information is filed.",
      "capture": "evidence/comply/www-comply-com-partnerships.txt",
      "note": "The partnerships page lists integration partners, including Advyzon, Black Diamond, CircleBlack, Orion, Redtail, Nitrogen, Salesforce and SEI, each described in prose."
    },
    "connectionMechanisms": {
      "value": [
        "mcp"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.comply.com/resource/comply-launches-financial-services-first-agentic-compliance-platform-mcp-server-enabling-teams-to-build-custom-ai-agents-without-developers/",
      "evidence": "today announced the ComplyAI MCP Server",
      "capture": "evidence/comply/www-comply-com-resource-comply-launches-financial-services-first-agentic-complia-d7fab8eb.txt",
      "note": "Announced April 23, 2026. No endpoint, docs or tool list were found on the pages read. Partner integrations (see publicIntegrationList) do not say how they connect."
    },
    "mcp": [],
    "whatDocsDontSay": [
      "No public developer documentation, API reference, auth method, sandbox or rate limits were found.",
      "The partnerships page describes integrations in marketing prose and does not say whether they use an API, files or single sign-on.",
      "The ComplyAI MCP Server press release names no endpoint, transport or tool list."
    ],
    "changelog": [],
    "summary": "Comply for RIA (formerly RIA in a Box) is part of Comply's compliance software. No public API documentation was found; Comply lists integration partners and announced a ComplyAI MCP Server in April 2026 without publishing an endpoint.",
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev",
    "publisher": "wealthtech.dev"
  }
}