RemoteFree server, account needed

Wellspent MCP server

co.wellspent/advisors

Find fee-only financial advisors in the US and Canada by location, specialty, and client type.

Install Wellspent in Claude Code

Claude Code
claude mcp add --transport http wellspent https://api.wellspent.co/mcp
mcp.json (Claude Desktop, Cursor, VS Code, Windsurf)
{
  "mcpServers": {
    "wellspent": {
      "url": "https://api.wellspent.co/mcp"
    }
  }
}

Frequently asked questions

What does the Wellspent MCP server do?

Find fee-only financial advisors in the US and Canada by location, specialty, and client type.

Is the Wellspent 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 Wellspent run locally or remotely?

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

How do I add Wellspent to Claude Code?

Run: claude mcp add --transport http wellspent https://api.wellspent.co/mcp

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