Alternative Asset Literacy — Advisor

Trousse d’éducation client pour conseillers financiers : DeFi, art, actifs réels tokenisés, secondaires de PE/VC et investissement sous angle de genre comme parcours complets, plus un cadre au-delà du PIB introuvable ailleurs, calcul réel (Monte Carlo, rythme d’illiquidité), vérification de conformité tenant compte de Reg BI, et recherche gratuite SEC/FINRA.

GitHubEssayer ce MCPSponsorisé

Serveur MCP hébergé

npx add-mcp 'https://alternativeassetliteracy.com/mcp'

S’installe dans Claude Code, Codex, Cursor et plus

Documentation

Alternative Asset Literacy — Advisor MCP

A per-seat-billed MCP (Model Context Protocol) connector for financial advisors — client-education content and practice tools for alternative assets, delivered directly in Claude.

This repository contains only the connector definition (.mcp.json), plugin manifest, and workflow skill needed to install and use it. The actual server runs at alternativeassetliteracy.com; nothing here executes locally.

Install

Via the marketplace:

claude plugin marketplace add untitledfinancial/aal-plugins
claude plugin install aal-advisor-mcp@aal-plugins

Manually, add to your MCP configuration:

{
  "mcpServers": {
    "aal-advisor": {
      "type": "http",
      "url": "https://alternativeassetliteracy.com/mcp",
      "headers": {
        "Authorization": "Bearer <your seat key>"
      }
    }
  }
}

Get a seat key

  1. Register your firm — POST https://alternativeassetliteracy.com/mcp/admin/signup (free, no payment for this step).
  2. Start billing from the returned admin dashboard link — opens a Stripe Checkout with a 14-day trial.
  3. Issue yourself a seat from the same dashboard — this returns your seat key.
  4. tools/list works without a key so you can see the full catalog before signing up; every tools/call requires the Authorization header above.

What's included — 32 tools

  • 9 deep-dive tracks, each grounded in cited primary/institutional research: DeFi, ESG & Climate, Art, Behavioral Economics, Gender Lens Investing (advisor-practice angle), Gross Domestic Regeneration (an emerging, explicitly-caveated "beyond GDP" model), Venture Capital & Private Equity, Tokenized Real-World Assets, and PE/VC Secondaries & Continuation Funds.
  • Calculators, not templated text: a regime-switching retirement Monte Carlo estimator (deliberately not built around the "4% rule" — runs multiple forward-looking market scenarios by default) and an illiquidity stress-test / commitment-pacing model (Takahashi-Alexander framework).
  • A free, live SEC IAPD / FINRA BrokerCheck registration lookup — useful for due diligence on a referral partner, not just a client.
  • Client-education generation with a built-in compliance self-check: advisor.post_meeting_followup runs the same pattern-scan advisor.compliance_scan exposes manually, automatically, on every generated message.
  • The 351-term glossary, institutional research papers, a 53-question competency check, the investing brain map, and the app's art learning track and library — also available as MCP Resources (aal://glossary, aal://disclosures, aal://toolkit-frameworks) for clients that prefer reading over a tool call.
  • Two guided Prompts (build_client_deep_dive, pre_meeting_prep) that chain several tools into one call.

Compliance posture

This plugin never gives investment advice to an end investor directly and never asserts suitability — content is for the advisor's own practice use. Disclosure language is split by audience: a regulatory disclosure meant for the advisor's own records (never forward it to a client — it names this plugin's operator), and a deliberately un-branded client_facing disclosure meant to be appended to anything actually sent to a client. See disclosures.get.

License

See the repository's LICENSE. This repository is a connector/discovery listing, not the plugin's implementation source.