MCP Server
Alternative Asset Literacy — Retail
com.alternativeassetliteracy/aal-retail-mcp
What this MCP does
Provides alternative-investment education, financial glossaries, due-diligence resources, advisor lookups, and investment calculators.
Capabilities
Tools
22
tools
advisors.registration_check
Check an Advisor or Firm's Public Registration
Free, live lookup against the public, unauthenticated SEC Investment Adviser Public Disclosure (IAPD) and FINRA BrokerCheck registries — no subscription required for this tool. Returns registration scope (active/inactive, broker-dealer and/or investment-adviser) and whether the public record has any disclosure event on file, merged from both sources since each surfaces a different half of the disclosure picture. Always a starting point for your own due diligence, never a substitute for reading the full public record.
Read only
Open world
Idempotent
Input schema
{'type': 'object', 'required': ['query', 'search_type'], 'properties': {'query': {'type': 'string', 'description': 'The advisor or firm name to search for'}, 'search_type': {'enum': ['individual', 'firm'], 'type': 'string', 'description': 'Whether to search for a person or a firm'}}}
Output schema
{'type': 'object', 'required': ['results'], 'properties': {'results': {'type': 'array'}}}
advisors.women_focused_directory
Find an Advisor Who Centers Women Clients
A discovery resource, not a recommendation — durable, self-updating advisor-search networks (NAPFA, XY Planning Network's Women's Finance filter, Garrett Planning Network, CFP Board) plus a short list of individually verified fee-only firms with a genuine, publicly-stated focus on women clients or gender-lens investing, each with the specific public statement it's grounded in. Built on real demand data: McKinsey/Cerulli research on women as a large, fast-growing, and demonstrably underserved segment of financial-advice demand. Free preview shows the durable networks and firm names; full verification details and public-statement citations require a plugin subscription.
Read only
Idempotent
Input schema
{'type': 'object', 'properties': {}}
Output schema
{'type': 'object', 'required': ['durable_networks', 'firms'], 'properties': {'firms': {'type': 'array'}, 'locked': {'type': 'boolean'}, 'durable_networks': {'type': 'array'}}}
alts.illiquidity_pacing_stress_test
Illiquidity Stress-Test / Commitment-Pacing Model
A real computation, not templated text: models what a multi-year program of private-fund commitments (PE, VC, private credit, etc.) actually does to your cash flow over its life — capital calls, distributions, unrealized value, and the single worst year for net cash flow — using a simplified, transparent adaptation of the Takahashi-Alexander pacing framework used in institutional private-markets planning. Runs against multiple named forward-looking growth scenarios by default, not just a historical-average assumption, so the result is a range, not one confident number. Pass annual_liquidity_budget to see exactly which years a stated liquidity budget would be breached. A free preview shows the peak liquidity need under one scenario; full multi-scenario comparison and year-by-year detail require a plugin subscription.
Read only
Idempotent
Input schema
{'type': 'object', 'required': ['annual_commitment'], 'properties': {'scenario': {'type': 'string', 'description': 'A single scenario id (historical_baseline, regime_transition, ai_productivity_acceleration, structural_stagnation) to run one scenario only — omit to see the full range (subscription required)'}, 'vintage_years': {'type': 'number', 'description': 'How many consecutive years you keep making new commitments (default 5)'}, 'fund_life_years': {'type': 'number', 'description': 'Assumed life of each fund vintage in years (default 12)'}, 'annual_commitment': {'type': 'number', 'description': "Dollar amount you'd commit to new private-fund vintages each year"}, 'rate_of_contribution': {'type': 'number', 'description': "Fraction of a vintage's uncalled capital called per year during its investment period (default 0.30)"}, 'rate_of_distribution': {'type': 'number', 'description': 'Base annual distribution rate applied to unrealized value, back-loaded via a bow curve (default 0.20)'}, 'annual_liquidity_budget': {'type': 'number', 'description': 'Optional — your actual annual liquidity budget for capital calls, to flag years it would be breached'}, 'investment_period_years': {'type': 'number', 'description': 'Years each vintage actively calls capital before calls stop (default 5)'}}}
Output schema
{'type': 'object', 'required': ['scenarios'], 'properties': {'locked': {'type': 'boolean'}, 'scenarios': {'type': 'array'}}}
art.learning_track
The Art Investor Learning Track
Full lesson content (including 'Female Artists: An Overlooked Asset Class') for an active plugin subscription; otherwise the 3 track titles and lesson titles only, with a link to subscribe.
Read only
Idempotent
Input schema
{'type': 'object', 'properties': {}}
Output schema
{'type': 'object', 'required': ['tracks', 'locked'], 'properties': {'locked': {'type': 'boolean'}, 'tracks': {'type': 'array'}}}
art.library
The Art Library
Full summaries for an active plugin subscription; otherwise book/podcast/paper titles and authors only, with a link to subscribe.
Read only
Idempotent
Input schema
{'type': 'object', 'properties': {}}
Output schema
{'type': 'object', 'required': ['items', 'locked'], 'properties': {'items': {'type': 'array'}, 'locked': {'type': 'boolean'}}}
behavioral.brain_map
The Investing Brain Map
Full content (hijack patterns, navigation strategies) for an active plugin subscription; otherwise the 4 region names and one-line functions only, with a link to subscribe.
Read only
Idempotent
Input schema
{'type': 'object', 'properties': {}}
Output schema
{'type': 'object', 'required': ['regions', 'locked'], 'properties': {'locked': {'type': 'boolean'}, 'regions': {'type': 'array'}}}
disclosures.get
Get Legal Disclosures
Returns the full regulatory disclosure, accredited investor definition, and risk disclosure that apply to this plugin's content — the same language used in the app itself. Call this any time a user asks about risk, eligibility, or what this content legally is/isn't.
Read only
Idempotent
Input schema
{'type': 'object', 'properties': {}}
Output schema
{'type': 'object', 'required': ['regulatory', 'accredited_investor', 'risk'], 'properties': {'risk': {'type': 'string'}, 'regulatory': {'type': 'string'}, 'accredited_investor': {'type': 'string'}}}
explain.holding
Explain an Investment You Own or Are Considering
The complement to third-party MCP connectors that bridge your live brokerage accounts (Fidelity/Schwab/Vanguard-style) into Claude — those show WHAT you own; this explains what it IS. Given an asset type, returns the plain-language glossary term(s) always; for an active plugin subscription, also returns the specific cognitive bias most likely to distort how people think about this asset type and a due-diligence angle, otherwise a locked note.
Read only
Idempotent
Input schema
{'type': 'object', 'required': ['holding_type'], 'properties': {'holding_type': {'type': 'string', 'description': "The asset type, e.g. 'private equity fund', 'DeFi position', 'art fund', 'ESG fund'"}}}
Output schema
{'type': 'object', 'required': ['terms', 'locked'], 'properties': {'terms': {'type': 'array'}, 'locked': {'type': 'boolean'}}}
facts.random
Get a Random Investing Fact
A short, sourced statistic about women & finance, behavioral economics, alternative investing, or the art market.
Read only
Idempotent
Input schema
{'type': 'object', 'properties': {'category': {'enum': ['Women & Finance', 'Behavioral Economics', 'Alternative Investing', 'Art Market'], 'type': 'string', 'description': 'Optional category filter. Omit for any category.'}}}
gdr.deep_dive_track
Gross Domestic Regeneration (GDR) — An Emerging Economic Model
A recently proposed (2026), NOT institutionally adopted alternative to GDP — measuring an economy by what it regenerates (ecological, social, and capital dimensions, treated as interdependent) rather than what it produces. Explicitly caveated throughout as an unvalidated, single-thought-leader framework, grounded against decades of real, verified 'beyond GDP' precedent (Bhutan's Gross National Happiness Index, the UN's SEEA Ecosystem Accounting standard, state-level Genuine Progress Indicators, Doughnut Economics). Worth knowing as part of doing your own homework on an investment thesis before acting on it. Full narrative content for an active plugin subscription; otherwise lesson titles and key takeaways only.
Read only
Idempotent
Input schema
{'type': 'object', 'properties': {}}
Output schema
{'type': 'object', 'required': ['title', 'lessons', 'locked'], 'properties': {'title': {'type': 'string'}, 'locked': {'type': 'boolean'}, 'lessons': {'type': 'array'}}}
gender_lens.learning_track
Gender Lens Investing Track
A dedicated track on investing through a gender lens, treated as its own subject rather than a subcategory of ESG — the wealth gap in real numbers, the underfunding of women-led ventures as a genuine investment thesis, how the strategy works across public and private markets, the history behind the gap, and what the peer-reviewed research does and doesn't support. Full narrative content for an active plugin subscription; otherwise lesson titles and key takeaways only.
Read only
Idempotent
Input schema
{'type': 'object', 'properties': {}}
Output schema
{'type': 'object', 'required': ['title', 'lessons', 'locked'], 'properties': {'title': {'type': 'string'}, 'locked': {'type': 'boolean'}, 'lessons': {'type': 'array'}}}
glossary.browse
Browse the Glossary
Browse all 351 glossary terms by category (Alternative Assets, Art, DeFi & Crypto, ESG & Climate, Behavioral Economics, Gender Lens Investing).
Read only
Idempotent
Input schema
{'type': 'object', 'properties': {'limit': {'type': 'number', 'description': 'Max terms (default 25, max 100)'}, 'category': {'type': 'string', 'description': 'Category to browse. Omit for all.'}}}
glossary.lookup
Look Up a Financial Term
Look up a term from the app's 351-term glossary — always free in the app, always free here. Spans alternative assets, DeFi, ESG, behavioral economics, art, and gender lens investing.
Read only
Idempotent
Input schema
{'type': 'object', 'required': ['term'], 'properties': {'term': {'type': 'string', 'description': 'The financial term to look up'}}}
glossary.search
Search the Glossary
Full-text search across all 351 glossary terms and definitions.
Read only
Idempotent
Input schema
{'type': 'object', 'required': ['query'], 'properties': {'limit': {'type': 'number', 'description': 'Max results (default 10, max 50)'}, 'query': {'type': 'string', 'description': 'Keyword or phrase to search'}}}
learn.list_modules
List Learning Modules
Lists all 9 learning modules with a short description and whether each is free in full or preview-only — the same index as the app's own Learn tab.
Read only
Idempotent
Input schema
{'type': 'object', 'properties': {}}
Output schema
{'type': 'object', 'required': ['modules'], 'properties': {'modules': {'type': 'array'}}}
learn.module
Read a Learning Module
Returns the actual content (sections, quiz preview) for a learning module, gated exactly like the app: one module free in full, every other module capped at its first section(s)/quiz with the rest listed by title only and a link to subscribe for full access.
Read only
Idempotent
Input schema
{'type': 'object', 'required': ['module_id'], 'properties': {'module_id': {'type': 'string', 'description': "Module id or title (e.g. 'mod_art', 'Art as Investment') — see learn.list_modules for the full list"}}}
pe_secondaries.deep_dive_track
PE/VC Secondaries & Continuation Funds
What a GP-led continuation fund actually is, the structural conflict of interest at its center seen from both the GP's and the LP's side, who has a stake in the outcome without a vote (portfolio-company employees, never accredited LPs themselves), the behavioral trap built into the 'roll or cash out' decision, and an honest look at whether longer hold periods serve patient capital or deferred accountability — including a carefully-hedged gender-lens hypothesis. Full narrative content for an active plugin subscription; otherwise lesson titles and key takeaways only.
Read only
Idempotent
Input schema
{'type': 'object', 'properties': {}}
Output schema
{'type': 'object', 'required': ['title', 'lessons', 'locked'], 'properties': {'title': {'type': 'string'}, 'locked': {'type': 'boolean'}, 'lessons': {'type': 'array'}}}
reading.list
Get the Curated Reading List
The app's curated reading list spanning behavioral economics, venture capital, economic history, and policy — always free in the app, always free here.
Read only
Idempotent
Input schema
{'type': 'object', 'properties': {'category': {'type': 'string', 'description': 'Optional category filter.'}}}
Output schema
{'type': 'object', 'required': ['items'], 'properties': {'items': {'type': 'array'}}}
retirement.monte_carlo_estimator
Retirement Cash-Flow Monte Carlo Estimator
A real Monte Carlo simulation — thousands of trials, not one deterministic projection — estimating the odds your savings and contributions support your stated retirement income target. Deliberately does NOT assume a fixed withdrawal rule like the '4% rule,' since that figure is itself an output of one specific historical regime, not a law; you state your own target income and the tool reports the odds under each named forward-looking scenario. Runs across multiple market-assumptions.js scenarios by default (historical baseline, regime transition, AI-productivity acceleration, structural stagnation) so you see how sensitive your plan actually is to an assumption most calculators bake in silently. Pair with alts.illiquidity_pacing_stress_test to see how an alternative-asset allocation affects overall retirement success odds. Free preview shows the success rate under one scenario; full multi-scenario comparison and percentile detail require a plugin subscription.
Read only
Idempotent
Input schema
{'type': 'object', 'required': ['current_age', 'retirement_age', 'current_savings', 'annual_contribution', 'desired_annual_retirement_income'], 'properties': {'scenario': {'type': 'string', 'description': 'A single scenario id to run one scenario only — omit to see the full range (subscription required)'}, 'current_age': {'type': 'number', 'description': 'Your current age in years'}, 'equity_weight': {'type': 'number', 'description': 'Fraction of the portfolio in equity-like assets, 0-1 (default 0.6)'}, 'retirement_age': {'type': 'number', 'description': 'The age you plan to retire and begin withdrawals'}, 'current_savings': {'type': 'number', 'description': "Current portfolio balance in today's (real) dollars"}, 'life_expectancy': {'type': 'number', 'description': 'Planning horizon age (default 90)'}, 'annual_contribution': {'type': 'number', 'description': "Amount contributed per year, in today's (real) dollars, during the years between current_age and retirement_age"}, 'desired_annual_retirement_income': {'type': 'number', 'description': "Your own target annual retirement income in today's (real) dollars — required; this tool will not assume a withdrawal rate for you"}}}
Output schema
{'type': 'object', 'required': ['scenarios'], 'properties': {'locked': {'type': 'boolean'}, 'scenarios': {'type': 'array'}}}
rwa.deep_dive_track
Tokenized Real-World Assets
How traditional assets — Treasury bills, money-market funds, private credit, real estate — get represented as on-chain tokens, who actually holds the underlying asset, where '24/7 instant liquidity' claims hold up and where they don't, and what U.S. regulators have said about it as of early 2026. Grounded in SEC primary sources and live tokenized-asset market data. Full narrative content for an active plugin subscription; otherwise lesson titles and key takeaways only.
Read only
Idempotent
Input schema
{'type': 'object', 'properties': {}}
Output schema
{'type': 'object', 'required': ['title', 'lessons', 'locked'], 'properties': {'title': {'type': 'string'}, 'locked': {'type': 'boolean'}, 'lessons': {'type': 'array'}}}
toolkit.frameworks
Due Diligence / Risk / Tax Frameworks
Full due-diligence/risk/tax checklists for an active plugin subscription (independent of the app's own subscription); otherwise titles and categories only, with a link to subscribe.
Read only
Idempotent
Input schema
{'type': 'object', 'properties': {}}
Output schema
{'type': 'object', 'required': ['items', 'locked'], 'properties': {'items': {'type': 'array'}, 'locked': {'type': 'boolean'}}}
vc_pe.deep_dive_track
Venture Capital & Private Equity — What They Are, Who Can Access Them, and What a Family Office Actually Is
Why venture capital and private equity exist as their own category of investing, a full breakdown of what 'accredited investor' actually means and the real risk behind that gate (illiquidity, failure rates, manager dependency), and what a family office is — including the real 2026 cost and AUM-threshold numbers behind single-family vs. multi-family office structures. Full narrative content for an active plugin subscription; otherwise lesson titles and key takeaways only.
Read only
Idempotent
Input schema
{'type': 'object', 'properties': {}}
Output schema
{'type': 'object', 'required': ['title', 'lessons', 'locked'], 'properties': {'title': {'type': 'string'}, 'locked': {'type': 'boolean'}, 'lessons': {'type': 'array'}}}
History
Recent tool changes
Changed
advisors.registration_check
Oct. 1, 2026, 2:42 a.m.
Changed
retirement.monte_carlo_estimator
Oct. 1, 2026, 2:42 a.m.
Changed
advisors.women_focused_directory
Oct. 1, 2026, 2:42 a.m.
Changed
alts.illiquidity_pacing_stress_test
Oct. 1, 2026, 2:42 a.m.
Changed
pe_secondaries.deep_dive_track
Oct. 1, 2026, 2:42 a.m.
Changed
rwa.deep_dive_track
Oct. 1, 2026, 2:42 a.m.
Changed
vc_pe.deep_dive_track
Oct. 1, 2026, 2:42 a.m.
Changed
gdr.deep_dive_track
Oct. 1, 2026, 2:42 a.m.
Changed
gender_lens.learning_track
Oct. 1, 2026, 2:42 a.m.
Changed
explain.holding
Oct. 1, 2026, 2:42 a.m.
Changed
disclosures.get
Oct. 1, 2026, 2:42 a.m.
Changed
reading.list
Oct. 1, 2026, 2:42 a.m.
Changed
art.library
Oct. 1, 2026, 2:42 a.m.
Changed
art.learning_track
Oct. 1, 2026, 2:42 a.m.
Changed
behavioral.brain_map
Oct. 1, 2026, 2:42 a.m.
Changed
toolkit.frameworks
Oct. 1, 2026, 2:42 a.m.
Changed
facts.random
Oct. 1, 2026, 2:42 a.m.
Changed
learn.module
Oct. 1, 2026, 2:42 a.m.
Changed
learn.list_modules
Oct. 1, 2026, 2:42 a.m.
Changed
glossary.browse
Oct. 1, 2026, 2:42 a.m.
Changed
glossary.search
Oct. 1, 2026, 2:42 a.m.
Changed
glossary.lookup
Oct. 1, 2026, 2:42 a.m.
Added
advisors.registration_check
Sept. 25, 2026, 2:40 a.m.
Added
retirement.monte_carlo_estimator
Sept. 25, 2026, 2:40 a.m.
Added
advisors.women_focused_directory
Sept. 25, 2026, 2:40 a.m.
Added
alts.illiquidity_pacing_stress_test
Sept. 25, 2026, 2:40 a.m.
Added
pe_secondaries.deep_dive_track
Sept. 25, 2026, 2:40 a.m.
Added
rwa.deep_dive_track
Sept. 25, 2026, 2:40 a.m.
Added
vc_pe.deep_dive_track
Sept. 25, 2026, 2:40 a.m.
Added
gdr.deep_dive_track
Sept. 25, 2026, 2:40 a.m.
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