AdvisorIQ MCP Server: Install & Setup

Install AdvisorIQ in Claude Code

Claude Code

claude mcp add --transport http advisoriq https://mcp.advisoriq.com

mcp.json (Claude Desktop, Cursor, VS Code, Windsurf)

{
  "mcpServers": {
    "advisoriq": {
      "url": "https://mcp.advisoriq.com"
    }
  }
}

Frequently asked questions

What does the AdvisorIQ MCP server do?

CE rules for US advisors by designation and state, plus independent wealth RIA data, with sources.

Is the AdvisorIQ MCP server free?

The server is free, but you will likely need an account. The server itself is free, but it connects to a service that needs an account or API key, which may have paid tiers. Check the provider for current pricing.

Does AdvisorIQ run locally or remotely?

Remote. Hosted by the provider. You connect with a URL, nothing to install.

How do I add AdvisorIQ to Claude Code?

Run: claude mcp add --transport http advisoriq https://mcp.advisoriq.com

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