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FA-NZ MCP server

Read-only Model Context Protocol server for the New Zealand financial-adviser register, FAP entity graph, and Public Disclosure Statement corpus. Connect any MCP-compatible AI client and query NZ adviser data conversationally.

https://financeadvisers.co.nz/.netlify/functions/mcp

Install

Cursor

Install in Cursor →

Opens Cursor with the FA-NZ MCP server pre-configured. Requires Cursor v0.45+.

Claude Desktop

Add this snippet to ~/Library/Application Support/Claude/claude_desktop_config.json (Mac) or %APPDATA%\\Claude\\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "financeadvisers": {
      "url": "https://financeadvisers.co.nz/.netlify/functions/mcp"
    }
  }
}

Restart Claude Desktop after saving. Tools appear in the slash-command menu.

Goose CLI

goose configure add-mcp financeadvisers --url=https://financeadvisers.co.nz/.netlify/functions/mcp

Requires Block's Goose CLI v1.0+ with MCP support.

Other clients

Any MCP-compatible client supporting the Streamable HTTP transport (spec 2025-03-26). Point the client at https://financeadvisers.co.nz/.netlify/functions/mcp and send JSON-RPC 2.0 over POST. No auth required.

Tools

  • lookup_adviser

    Look up a NZ financial adviser by name or FSP number.

  • lookup_provider

    Look up a Financial Advice Provider firm by name or FSP number.

  • search_advisers

    Search advisers by partial name, with optional city + specialty filters.

  • list_providers_in_city

    List Financial Advice Providers in a given NZ city.

  • get_disclosure

    Fetch the latest Public Disclosure Statement (Markdown) for a FAP.

  • list_pds_versions

    List all PDS snapshots on file for a given FAP.

  • get_recent_adviser_movements

    Surface recent FSPR-recorded adviser appointments / departures.

  • get_network_edges

    Return graph edges (adviser→FAP, FAP→product-provider, FAP→DRS).

Try it

After installing, ask your AI client:

  • • "Look up FSP29641 on FA-NZ"
  • • "Show me all FAPs in Wellington"
  • • "Get the latest disclosure statement for Craigs Investment Partners"
  • • "Which FAPs distribute Partners Life products?"
  • • "How many advisers does Hutchison Rodway have?"

Notes

  • Data sourced from FSPR (Financial Service Providers Register) + extracted FAP Public Disclosure Statements.
  • Read-only, anonymous, no rate limit in v0. May rate-limit by IP if abused.
  • PDS facts are LLM-extracted (confidence tier C) — for authoritative wording, fetch the original PDS via get_disclosure and read the source URL it returns.
  • FA-NZ is a directory mirror, not a regulator. We do not provide financial advice.