AdvisorWorld
Ask retirement money questions, get accountable answers from verified professionals, and run your numbers with free tools using live market data.
https://advisorworld.com/Opens ChatGPT on the web or desktop and asks it to use the WebMCP tools available here.
Connect straight to this server’s public endpoint.
https://api.advisorworld.com/mcpWe add this server to your workspace, then open Studio — saved access, one connection to many servers, with a history of what ran.
Last probed Sep 14, 2026 · api.advisorworld.com
23tools discovered
Get Reference Data Status
Inspect local immutable dataset bindings, evidence age, calculation eligibility, and fail-closed future-domain availability without fetching the network.
Get State Tax Profile
Return the pinned state income tax profile with receipts and per-field verification status.
Compute State Tax
Compute tax from the shared exclusive-floor bracket engine when required inputs are substantiated.
Compare States
Compare state tax results for up to ten states, surfacing receipts and pending-final flags.
Analyze State Tax Scenario
Compare up to ten jurisdictions with deterministic bracket traces, effective rates, assumptions, and exact dataset/source receipts.
Get State Tax History
Return the partial, receipt-bound historical top-rate series for context only; never calculate liability from it.
Dataset Info
Return dataset version, publication date, coverage counts, methodology, and citation.
Get Estate Tax Profile
Return a pinned estate and inheritance tax profile with field-level source receipts.
Compare Estate Tax
Compare pinned estate and inheritance tax profiles across up to ten jurisdictions.
Analyze Estate Tax Scenario
Apply only attorney-reviewed, primary-receipted estate or inheritance schedules to exact caller-provided jurisdiction rate-table coordinates after applicable exclusions, deductions, and exemptions; gross inputs and unsupported regimes fail closed.
Estate Dataset Info
Return the estate dataset version, as-of range, and computed coverage counts.
Retirement-Income Dataset Info
Return exact v1-v4 retirement-income dataset metadata, immutable digests, declared source readiness, effective fail-closed availability counts, and TTA citations.
Get State Retirement-Income Treatment
Return one exact income-type treatment only when its local binding and source category pass; pending, null, or cross-category records fail closed, while audited sources without a published date remain explicitly undated.
Compare State Retirement-Income Versions
Compare any earlier-to-later pair in the reviewed v1-v4 lineage for one state and exact income type with version and source provenance; unavailable sides stay explicitly unavailable.
Get State Retirement-Income History
Return a bounded, chronological v1-v4 publication history for one state and exact income type, including digest-bound points and adjacent changes; unavailable points remain null and the result cannot drive liability calculations.
Compare State Retirement-Income Treatments
Compare one exact retirement-income category across two to ten states from one digest-bound publication; unavailable treatments remain null and the result never ranks states or calculates liability.
Get Medicaid Planning Profile
Return one digest-bound Medicaid eligibility, look-back, and estate-recovery profile with every source and verification status preserved.
Compare Medicaid Planning
Compare one Medicaid-planning family across up to ten jurisdictions without converting missing or non-final values to zero.
Medicaid Planning Dataset Info
Return the Medicaid-planning dataset version, immutable receipts, and computed family and field-status coverage.
Get Roth Transaction Treatment
Classify one 2026 federal Roth transfer, rollover, conversion, or distribution from the exact digest-bound TTA publication, with separate taxability and Form 1099-R treatment, exact IRS receipts, and fail-closed missing facts; does not calculate final tax liability.
Compare Roth Transaction Treatments
Compare two to eight independently resolved 2026 Roth transaction scenarios, highlighting federal taxability and reporting differences without ranking, recommendations, or liability calculations.
Roth Transaction Dataset Info
Return the exact 2026 federal Roth publication identity, supported transaction types, reporting-code rules, official receipts, and immutable digests.
Prepare Relocation Report
Prepare a complete, five-section, source-receipted state-relocation analysis inline and return a jurisdiction-only AdvisorWorld forge link; creates no server-side record.
Get your MCP into directories
A working endpoint is step one. Directory coverage is the coordinated launch across ChatGPT, Claude, Cursor, the MCP Registry, and community indexes.
Directory coverage for brandsAsk retirement money questions, get accountable answers from verified professionals, and run your numbers with free tools using live market data.
Use the MCP endpoint listed on this page in your MCP client configuration. One-click install pills support Claude, Cursor, VS Code, and other hosts. Copy the remote MCP URL if your client needs a manual entry.
MCPBundles probed 23 tools on the live server. The tool list on this page reflects what was discovered at the last refresh — connect your client to see the full set available to your session.
No provider sign-in was required during MCPBundles' probe. Your client may still need MCPBundles credentials depending on how you connect.
Operate AdvisorWorld? Verify ownership to take over this directory entry.
This server appears in the MCPBundles directory. Verify you operate it to take over the listing — name, description, logo, contact email, and skill content. We email a 6-digit code to a maintainer address your server publishes in /.well-known/security.txt or /.well-known/mcpbundles.json. Free, takes about a minute.