Alternative Asset Literacy — Advisor

com.alternativeassetliteracy/aal-advisor-mcpVersion 1.0.1

Client-education toolkit for advisors: deep-dive tracks, calculators, free onboarding tools.

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https://alternativeassetliteracy.com/mcpResponds122 msNov 14, 2026, 13:47 UTC

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Claude Code

claude mcp add --transport http aal-advisor-mcp https://alternativeassetliteracy.com/mcp

Claude Desktop and claude.ai

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Settings > Connectors > Add custom connector
Name: aal-advisor-mcp
Remote MCP server URL: https://alternativeassetliteracy.com/mcp

Cursor

{
  "mcpServers": {
    "aal-advisor-mcp": {
      "url": "https://alternativeassetliteracy.com/mcp"
    }
  }
}

VS Code

code --add-mcp '{"name":"aal-advisor-mcp","type":"http","url":"https://alternativeassetliteracy.com/mcp"}'

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Tools

32 tools

Tools of Alternative Asset Literacy — Advisor
	Description		Read-only	Idempotent	Open world
`advisor.commitment_pacing_model`Models a multi-year program of private-fund commitments (PE, VC, private credit and similar): capital calls, distributions, unrealized NAV, and the year with the worst net cash flow, using a simplified adaptation of the Takahashi-Alexander pacing framework. Contribution pace, distribution pace and fund life are inputs. Runs across several named forward-looking growth scenarios by default; set scenario to a single id for one result. Pass annual_liquidity_budget to flag the years a stated budget would be breached.	Models a multi-year program of private-fund commitments (PE, VC, private credit and similar): capital calls, distributions, unrealized NAV, and the year with the worst net cash flow, using a simplified adaptation of the Takahashi-Alexander pacing framework. Contribution pace, distribution pace and fund life are inputs. Runs across several named forward-looking growth scenarios by default; set scenario to a single id for one result. Pass annual_liquidity_budget to flag the years a stated budget would be breached.	No	Yes	Yes	No
`advisor.competency_check`Returns 53 questions across 7 categories (DeFi/crypto, ESG/climate, alternative investing, art, behavioral finance, gender-lens investing, general fiduciary and planning). Each question includes signs of an inadequate answer, signs of a competent answer, and why it matters. Use it to prepare for questions a client may ask about a topic.	Returns 53 questions across 7 categories (DeFi/crypto, ESG/climate, alternative investing, art, behavioral finance, gender-lens investing, general fiduciary and planning). Each question includes signs of an inadequate answer, signs of a competent answer, and why it matters. Use it to prepare for questions a client may ask about a topic.	No	Yes	Yes	No
`advisor.compliance_scan`Checks a draft client communication about alternative assets for anecdotal or FOMO framing, suitability-assertion language, and missing accredited-investor or risk disclosure when it discusses PE, VC, hedge funds, DeFi or art funds. Returns flagged passages with severity and a suggested fix. Use it on a draft before it is sent to a client.	Checks a draft client communication about alternative assets for anecdotal or FOMO framing, suitability-assertion language, and missing accredited-investor or risk disclosure when it discusses PE, VC, hedge funds, DeFi or art funds. Returns flagged passages with severity and a suggested fix. Use it on a draft before it is sent to a client.	No	Yes	Yes	No
`advisor.daily_prep`Returns a prep briefing for each of a day's client meetings in one call. Input is a list of meetings (client description, optional topic, optional time). Each briefing has the matched topic, two key terms, a sourced opening fact, and a risk-alignment summary if a risk tolerance was given. It does not access any calendar; the advisor supplies the meetings.	Returns a prep briefing for each of a day's client meetings in one call. Input is a list of meetings (client description, optional topic, optional time). Each briefing has the matched topic, two key terms, a sourced opening fact, and a risk-alignment summary if a risk tolerance was given. It does not access any calendar; the advisor supplies the meetings.	No	Yes	Yes	No
`advisor.explain_holding`Given an asset type or structure label (for example 'private equity fund', 'DeFi position', 'art fund'), returns a plain-language definition, the cognitive bias most likely to affect how a client perceives it, a matching due-diligence framework reference, and one talking point that does not assert suitability. Use it to explain what a holding is.	Given an asset type or structure label (for example 'private equity fund', 'DeFi position', 'art fund'), returns a plain-language definition, the cognitive bias most likely to affect how a client perceives it, a matching due-diligence framework reference, and one talking point that does not assert suitability. Use it to explain what a holding is.	No	Yes	Yes	No
`advisor.gift_bundle`Given a description of a client, returns an education bundle an advisor can share: a 3-module learning path, 3 key terms, a suggested message to send the client, and toolkit highlights.	Given a description of a client, returns an education bundle an advisor can share: a 3-module learning path, 3 key terms, a suggested message to send the client, and toolkit highlights.	No	Yes	Yes	No
`advisor.meeting_icebreaker`Returns a meeting opener for the first minute of a client call: one sourced statistic, one related glossary term and a suggested opening line. Uses only the fact bank and the glossary.	Returns a meeting opener for the first minute of a client call: one sourced statistic, one related glossary term and a suggested opening line. Uses only the fact bank and the glossary.	No	Yes	Yes	No
`advisor.post_meeting_followup`Given a description of the topics discussed in a client meeting, returns a private coaching note for the advisor (the cognitive bias the client's language suggests and how to approach it), a separate ready-to-send client follow-up message with a term, a sourced fact and a suggested next module, and a compliance self-check of that message for anecdotal framing, suitability language and missing disclosures. The coaching note is written for the advisor, not the client.	Given a description of the topics discussed in a client meeting, returns a private coaching note for the advisor (the cognitive bias the client's language suggests and how to approach it), a separate ready-to-send client follow-up message with a term, a sourced fact and a suggested next module, and a compliance self-check of that message for anecdotal framing, suitability language and missing disclosures. The coaching note is written for the advisor, not the client.	No	Yes	Yes	No
`advisor.registration_check`Looks up a firm or individual in the public SEC Investment Adviser Public Disclosure (IAPD) and FINRA BrokerCheck records. Returns registration scope (active or inactive, broker-dealer and/or investment adviser) and whether either record lists a disclosure event. The searched name is sent to those two public services. A starting point for due diligence, not a substitute for the full public record.	Looks up a firm or individual in the public SEC Investment Adviser Public Disclosure (IAPD) and FINRA BrokerCheck records. Returns registration scope (active or inactive, broker-dealer and/or investment adviser) and whether either record lists a disclosure event. The searched name is sent to those two public services. A starting point for due diligence, not a substitute for the full public record.	No	Yes	Yes	Yes
`advisor.retirement_monte_carlo_estimator`Runs a Monte Carlo simulation (thousands of trials) estimating the odds that a client's savings and contributions support a stated retirement income target. It does not assume a fixed withdrawal rule such as the 4% rule; the target income is an input. Results are reported under each of several named forward-looking market scenarios by default. An educational planning aid, not a recommendation.	Runs a Monte Carlo simulation (thousands of trials) estimating the odds that a client's savings and contributions support a stated retirement income target. It does not assume a fixed withdrawal rule such as the 4% rule; the target income is an input. Results are reported under each of several named forward-looking market scenarios by default. An educational planning aid, not a recommendation.	No	Yes	Yes	No
`advisor.risk_conversation_guide`Maps a client's stated risk tolerance against the general risk characteristics of each alternative asset category (DeFi, private equity/VC, art & collectibles, ESG/climate, alternative investing/real estate) — for use alongside, never in place of, the advisor's own suitability review. Every category is always returned, each flagged with whether its general risk level aligns with what the client stated, so a mismatch is always a visible, explicit result rather than a silently omitted option. Also returns cross-cutting behavioral risk factors that apply regardless of category. This is educational risk categorization, not a recommendation or suitability determination.	Maps a client's stated risk tolerance against the general risk characteristics of each alternative asset category (DeFi, private equity/VC, art & collectibles, ESG/climate, alternative investing/real estate) — for use alongside, never in place of, the advisor's own suitability review. Every category is always returned, each flagged with whether its general risk level aligns with what the client stated, so a mismatch is always a visible, explicit result rather than a silently omitted option. Also returns cross-cutting behavioral risk factors that apply regardless of category. This is educational risk categorization, not a recommendation or suitability determination.	No	Yes	Yes	No
`art.deep_dive_track`The financial and legal mechanics of the art market: advisor conflicts of interest, provenance and authentication risk, primary versus secondary market signals, 2023-2025 Artprice100 index performance, and older academic return studies (Mei & Moses; Renneboog & Spaenjers), presented as historical context. The two studies reach different conclusions.	The financial and legal mechanics of the art market: advisor conflicts of interest, provenance and authentication risk, primary versus secondary market signals, 2023-2025 Artprice100 index performance, and older academic return studies (Mei & Moses; Renneboog & Spaenjers), presented as historical context. The two studies reach different conclusions.	No	Yes	Yes	No
`art.learning_track`Returns the Art Learning Track: 3 tracks and 9 lessons covering art concepts and practices (value, market fundamentals, evaluation), female artists as an asset class (the historical valuation gap and market opportunity), and an art investor's toolkit (research resources, due diligence, working with professionals). Use it for art history and appreciation background.	Returns the Art Learning Track: 3 tracks and 9 lessons covering art concepts and practices (value, market fundamentals, evaluation), female artists as an asset class (the historical valuation gap and market opportunity), and an art investor's toolkit (research resources, due diligence, working with professionals). Use it for art history and appreciation background.	No	Yes	Yes	No
`art.library`Searches a curated library of books, podcasts and academic papers on art history, markets and investing. Filter by category ('books', 'podcasts', 'papers') and/or a free-text query against title, author and summary.	Searches a curated library of books, podcasts and academic papers on art history, markets and investing. Filter by category ('books', 'podcasts', 'papers') and/or a free-text query against title, author and summary.	No	Yes	Yes	No
`behavioral.brain_map`Returns the neuroscience of investment decision-making — the prefrontal cortex, amygdala, nucleus accumbens, and anterior insula — each with its investing relevance, how it gets 'hijacked' into bad decisions, and concrete navigation strategies. Useful for explaining WHY a bias happens, not just naming it.	Returns the neuroscience of investment decision-making — the prefrontal cortex, amygdala, nucleus accumbens, and anterior insula — each with its investing relevance, how it gets 'hijacked' into bad decisions, and concrete navigation strategies. Useful for explaining WHY a bias happens, not just naming it.	No	Yes	Yes	No
`behavioral.deep_dive_track`Decision-making across asset classes: advisor self-awareness, structural tools for managing client behavior, framing effects, mental accounting, and the peer-reviewed foundations (Kahneman & Tversky; De Bondt & Thaler).	Decision-making across asset classes: advisor self-awareness, structural tools for managing client behavior, framing effects, mental accounting, and the peer-reviewed foundations (Kahneman & Tversky; De Bondt & Thaler).	No	Yes	Yes	No
`defi.deep_dive_track`Decentralized finance as an asset class: protocol-level revenue mechanics (Aave, Uniswap), documented failure modes (Terra/Luna, smart contract exploits), sizing, custody and tax considerations, and the current state of peer-reviewed DeFi research.	Decentralized finance as an asset class: protocol-level revenue mechanics (Aave, Uniswap), documented failure modes (Terra/Luna, smart contract exploits), sizing, custody and tax considerations, and the current state of peer-reviewed DeFi research.	No	Yes	Yes	No
`disclosures.get`Returns disclosure text of two kinds, plus the accredited investor definition and a risk disclosure. The 'regulatory' disclosure describes what this service's content is and is not, names this service's operator, and is for the advisor's own records. The 'client_facing' disclosure is neutral boilerplate without company branding, written to be appended to client communications.	Returns disclosure text of two kinds, plus the accredited investor definition and a risk disclosure. The 'regulatory' disclosure describes what this service's content is and is not, names this service's operator, and is for the advisor's own records. The 'client_facing' disclosure is neutral boilerplate without company branding, written to be appended to client communications.	No	Yes	Yes	No
`esg.deep_dive_track`ESG investing evaluated on the Triple Bottom Line (People, Planet, Profit; Elkington, 1994): why ratings diverge across providers, fee, cost and performance data, greenwashing detection, and what the peer-reviewed literature does and does not settle.	ESG investing evaluated on the Triple Bottom Line (People, Planet, Profit; Elkington, 1994): why ratings diverge across providers, fee, cost and performance data, greenwashing detection, and what the peer-reviewed literature does and does not settle.	No	Yes	Yes	No
`facts.random`Returns a short, sourced statistic about women and finance, behavioral economics, alternative investing, or the art market, with the original source cited. Optional category filter.	Returns a short, sourced statistic about women and finance, behavioral economics, alternative investing, or the art market, with the original source cited. Optional category filter.	No	Yes	Yes	No
`gdr.deep_dive_track`A 2026 proposal, not institutionally adopted, to measure an economy by what it regenerates (ecological, social and capital dimensions) rather than what it produces. Presented as an unvalidated framework alongside established 'beyond GDP' precedents: Bhutan's Gross National Happiness Index, the UN SEEA Ecosystem Accounting standard, state-level Genuine Progress Indicators and Doughnut Economics.	A 2026 proposal, not institutionally adopted, to measure an economy by what it regenerates (ecological, social and capital dimensions) rather than what it produces. Presented as an unvalidated framework alongside established 'beyond GDP' precedents: Bhutan's Gross National Happiness Index, the UN SEEA Ecosystem Accounting standard, state-level Genuine Progress Indicators and Doughnut Economics.	No	Yes	Yes	No
`gender_lens.advisor_practice_track`The advice gap and the gender-lens investing gap as practice issues for an advisor: auditing your own recommendation patterns, couples and continuity dynamics, handling a client's gender-lens request with screening and due diligence, and peer-reviewed research for having the conversation.	The advice gap and the gender-lens investing gap as practice issues for an advisor: auditing your own recommendation patterns, couples and continuity dynamics, handling a client's gender-lens request with screening and due diligence, and peer-reviewed research for having the conversation.	No	Yes	Yes	No
`glossary.browse`Browse all 351 glossary terms by category. Categories: Alternative Assets, Art, DeFi & Crypto, ESG & Climate, Behavioral Economics, Gender Lens Investing. Omit category to browse all terms.	Browse all 351 glossary terms by category. Categories: Alternative Assets, Art, DeFi & Crypto, ESG & Climate, Behavioral Economics, Gender Lens Investing. Omit category to browse all terms.	No	Yes	Yes	No
`glossary.lookup`Look up a financial term from the 351-term glossary spanning alternative assets, DeFi, ESG, behavioral economics, art, and gender lens investing.	Look up a financial term from the 351-term glossary spanning alternative assets, DeFi, ESG, behavioral economics, art, and gender lens investing.	No	Yes	Yes	No
`glossary.search`Full-text search across all 351 financial terms and definitions — alternative assets, DeFi, behavioral economics, art, ESG, and gender lens investing.	Full-text search across all 351 financial terms and definitions — alternative assets, DeFi, behavioral economics, art, ESG, and gender lens investing.	No	Yes	Yes	No
`modules.get_content`Returns educational content (sections, citations, quiz preview) for one of 9 learning modules: Investing Primer, Alternative Investing, Behavioral Economics, Gender and Behavioral Investing, DeFi, Art as Investment, Climate/ESG & Real World Assets, DeFi Investing, and Kahlo x Basquiat. The Investing Primer is returned in full; each other module returns its first section(s) and first quiz, with the remaining sections listed by title. Narrative educational content only.	Returns educational content (sections, citations, quiz preview) for one of 9 learning modules: Investing Primer, Alternative Investing, Behavioral Economics, Gender and Behavioral Investing, DeFi, Art as Investment, Climate/ESG & Real World Assets, DeFi Investing, and Kahlo x Basquiat. The Investing Primer is returned in full; each other module returns its first section(s) and first quiz, with the remaining sections listed by title. Narrative educational content only.	No	Yes	Yes	No
`pe_secondaries.deep_dive_track`How to evaluate a client's roll-or-cash-out decision in a GP-led continuation fund: governance questions (fairness opinion provenance, LPAC engagement), fee-clock incentives and behavioral framing for the client and the GP, and how to present triple-bottom-line and gender-lens angles as hypotheses. Written from the advisor's practice and compliance perspective.	How to evaluate a client's roll-or-cash-out decision in a GP-led continuation fund: governance questions (fairness opinion provenance, LPAC engagement), fee-clock incentives and behavioral framing for the client and the GP, and how to present triple-bottom-line and gender-lens angles as hypotheses. Written from the advisor's practice and compliance perspective.	No	Yes	Yes	No
`reading.list`Returns a curated reading list spanning behavioral economics, venture capital, economic history and policy, each with author, year, summary and an Apple Books link.	Returns a curated reading list spanning behavioral economics, venture capital, economic history and policy, each with author, year, summary and an Apple Books link.	No	Yes	Yes	No
`research.papers`Returns institutional research papers by category: 43 papers from the IMF, BIS, World Bank, FSB, UN, Federal Reserve, EU, IFC, OECD and TCFD. Use it to find primary sources on a topic.	Returns institutional research papers by category: 43 papers from the IMF, BIS, World Bank, FSB, UN, Federal Reserve, EU, IFC, OECD and TCFD. Use it to find primary sources on a topic.	No	Yes	Yes	No
`rwa.deep_dive_track`How to discuss tokenized Treasuries, money-market funds and other on-chain-wrapped assets with a client without conflating them with speculative crypto: due-diligence questions (structural model, redemption cap, custodian concentration), suitability framing around liquidity mismatch, and the state of SEC guidance as of January 2026. Written from the advisor's practice and compliance perspective.	How to discuss tokenized Treasuries, money-market funds and other on-chain-wrapped assets with a client without conflating them with speculative crypto: due-diligence questions (structural model, redemption cap, custodian concentration), suitability framing around liquidity mismatch, and the state of SEC guidance as of January 2026. Written from the advisor's practice and compliance perspective.	No	Yes	Yes	No
`toolkit.frameworks`Returns asset-class-spanning advisor frameworks — due diligence checklists, red flags, risk assessment, position sizing, tax considerations, essential legal documents, advisor-team building, total-cost breakdowns, and market research databases. Optionally filter by category ('Research', 'Due Diligence', 'Professionals', 'Risk Management', 'Tax & Legal') or by asset class (e.g. 'Art', 'DeFi', 'Private Equity').	Returns asset-class-spanning advisor frameworks — due diligence checklists, red flags, risk assessment, position sizing, tax considerations, essential legal documents, advisor-team building, total-cost breakdowns, and market research databases. Optionally filter by category ('Research', 'Due Diligence', 'Professionals', 'Risk Management', 'Tax & Legal') or by asset class (e.g. 'Art', 'DeFi', 'Private Equity').	No	Yes	Yes	No
`vc_pe.deep_dive_track`Why venture capital and private equity are separate asset classes, what verifying a client's accredited investor status requires of the advisor of record (506(b) self-certification versus 506(c) verification), and how to approach a family-office conversation, including the SEC's 2011 Family Office Rule and 2026 single- and multi-family-office cost and AUM-threshold data. Written from the advisor's practice and compliance perspective.	Why venture capital and private equity are separate asset classes, what verifying a client's accredited investor status requires of the advisor of record (506(b) self-certification versus 506(c) verification), and how to approach a family-office conversation, including the SEC's 2011 Family Office Rule and 2026 single- and multi-family-office cost and AUM-threshold data. Written from the advisor's practice and compliance perspective.	No	Yes	Yes	No

Details

Registry status: Active
Published: Sep 27, 2026
Updated: Sep 27, 2026
Website: Not given
Repository: https://github.com/untitledfinancial/aal-plugins⁠ (opens in a new tab)
Categories (suggested): SecuritySuggested categories are assigned automatically from the registry text and may be wrong. Verified operators can correct them.
GDPR: Not declared

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