Protocol Wealth
Fiduciary wealth management for investors, founders, families, and business owners focused on growth, income, cash flow, liquidity, and major assets.
https://protocolwealthllc.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://protocolwealthllc.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 18, 2026 · protocolwealthllc.com
4tools discovered
Find Resource
Route a wealth, custody, tax, trust, pricing, or compliance question to the canonical Protocol Wealth page and contact.
List Topics
List the topics AskPWBot can route to, with their canonical Protocol Wealth URLs.
Who To Contact
Return the right role mailbox for a matter (general, security, compliance).
Get Disclosures
Return Protocol Wealth's standard disclosure and regulatory links (Form ADV, IAPD/BrokerCheck, CRD 335298).
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 brandsFiduciary wealth management for investors, founders, families, and business owners focused on growth, income, cash flow, liquidity, and major assets.
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 4 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.
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