{
  "name": "financeadvisers-mcp",
  "version": "0.2.0",
  "protocol": "2025-03-26",
  "description": "FinanceAdvisersNZ MCP server — read-only access to the NZ adviser register + PDS corpus + network graph. Streamable HTTP transport. POST JSON-RPC 2.0 to this endpoint.",
  "tools": [
    {
      "name": "lookup_adviser",
      "description": "Look up a single financial adviser by FSP number. Returns mirror of FSPR data + Google Places enrichment if available."
    },
    {
      "name": "lookup_provider",
      "description": "Look up a single Financial Advice Provider (FAP) or other firm by FSP number. Returns FAP-level facts including PDS pointer, adviser headcount, dispute resolution scheme, and product-panel composition where available."
    },
    {
      "name": "search_advisers",
      "description": "Search the consumer-facing adviser directory by city, specialty, and/or name. Returns up to 50 matches with FSP number, name, city, services, and Google rating if known. Use this to find candidates, then call lookup_adviser for full record."
    },
    {
      "name": "list_providers_in_city",
      "description": "List Financial Advice Providers (FAPs) operating in a specific NZ city. Returns up to 50 firms with adviser headcount."
    },
    {
      "name": "get_disclosure",
      "description": "Get the most recent Public Disclosure Statement (PDS) markdown for a FAP. Returns the parsed-markdown content + metadata (version date, source URL, confidence tier). Returns 404 if FA-NZ has not yet ingested a PDS for this FAP."
    },
    {
      "name": "list_pds_versions",
      "description": "List all PDS versions on file for a FAP, oldest to newest. Use for compliance audit trails or comparing how a FAP has changed their disclosure over time."
    },
    {
      "name": "get_recent_adviser_movements",
      "description": "Returns adviser register changes (FAP changes, license changes, services added/removed, DRS changes) observed in the last N days. Powered by the longitudinal home_services.adviser_events table — unique to FA-NZ. Useful for tracking adviser-channel mobility."
    },
    {
      "name": "get_fap_panel",
      "description": "The product providers a single Financial Advice Provider has disclosed it can place business with, grouped by product type. Provider names are canonicalised, so one company appears once regardless of how the FAP spelled it. Prefer this over get_network_edges when the question is \"what can this firm sell?\"."
    },
    {
      "name": "find_faps_by_provider",
      "description": "The reverse cut: which Financial Advice Providers have disclosed a given product provider (insurer, bank, lender or fund manager) on their panel. Accepts any spelling — \"ASB\", \"ASB Bank Ltd\" and \"ASB Bank Limited\" all resolve to the same provider. Use for distribution questions such as \"which advice firms can write AIA?\". Also returns `coverage`: a three-state count of firms and advisers — carries / does_not / unknown — because a firm absent from this list has usually just not had its disclosure read. Never infer \"does not carry\" from absence here."
    },
    {
      "name": "provider_coverage",
      "description": "Answer \"which advisers (optionally in a city) carry provider X, and which do not\" safely. Returns three counts for advisers and for firms: carries (their FAP's disclosure statement names X), does_not (their FAP's disclosure was read and does not name X), unknown (we hold no product panel for their FAP). unknown is usually the largest bucket — never fold it into does_not. Also lists the carrying advisers (paged). When relaying the negative to a person say \"their firm's disclosure statement does not name X\", never \"this adviser does not offer X\"."
    },
    {
      "name": "compare_faps",
      "description": "Compare the disclosed product panels of two FAPs — shared providers, those unique to each, and percentage overlap. Returns comparable:false when either panel is not on file, so a coverage gap is never reported as \"no overlap\"."
    },
    {
      "name": "get_network_edges",
      "description": "Query the FA-NZ adviser-network graph. Edge types: adviser_to_fap (which advisers belong to which FAP), fap_to_drs (FAP dispute resolution scheme), fap_to_pi_insurer (FAP PI insurer — from PDS), fap_to_product_provider (FAP product panel — from PDS)."
    }
  ],
  "install_url": "mcp://financeadvisers.co.nz/mcp",
  "docs": "https://financeadvisers.co.nz/api"
}