{ "name": "Alternative Asset Literacy Research Assistant", "description": "Research-backed financial education agent covering alternative assets, DeFi, behavioral economics, art investing, ESG & climate finance, and gender lens investing. Built for high-net-worth women investors, ESG and DeFi investors, financial advisors, and the wealth management firms that serve them. Educational content only — not financial advice.", "url": "https://alternativeassetliteracy.com/mcp", "provider": { "organization": "Untitled_ LuxPerpetua Technologies, Inc.", "url": "https://alternativeassetliteracy.com" }, "version": "1.0.0", "documentationUrl": "https://alternativeassetliteracy.com/llms.txt", "capabilities": { "streaming": false, "pushNotifications": false, "stateTransitionHistory": false }, "securitySchemes": { "bearerAuth": { "type": "http", "scheme": "bearer", "description": "An active advisor seat's API key. tools/list requires no auth; every tools/call does. Register at /mcp/admin/signup, issue a seat at /mcp/admin (requires an active firm subscription)." } }, "security": [{ "bearerAuth": [] }], "defaultInputModes": ["application/json"], "defaultOutputModes": ["application/json", "text/plain"], "skills": [ { "id": "glossary.lookup", "name": "Look Up Financial Term", "description": "Look up a financial term from the 351-term glossary spanning alternative assets, DeFi, ESG, behavioral economics, art, and gender lens investing.", "tags": ["glossary", "definitions", "finance-education"], "examples": ["carried interest", "impermanent loss", "TCFD", "green bonds"] }, { "id": "glossary.search", "name": "Search Financial Glossary", "description": "Full-text search across all 351 financial terms and definitions — alternative assets, DeFi, behavioral economics, art, ESG, and gender lens investing.", "tags": ["glossary", "search", "finance-education"], "examples": ["carbon credit", "liquidity pool", "loss aversion"] }, { "id": "glossary.browse", "name": "Browse Glossary by Category", "description": "Browse all 351 glossary terms by category: Alternative Assets, Art, DeFi & Crypto, ESG & Climate, Behavioral Economics, Gender Lens Investing.", "tags": ["glossary", "categories", "finance-education"] }, { "id": "research.papers", "name": "Get Institutional Research Papers", "description": "Returns institutional research papers by category from a 43-paper library sourced from IMF, BIS, World Bank, FSB, UN, Federal Reserve, EU, IFC, OECD, and TCFD.", "tags": ["research", "citations", "institutional-sources"] }, { "id": "advisor.daily_prep", "name": "Batch Daily Meeting Prep", "description": "Given a list of the day's client meetings, returns a compact prep briefing per meeting — matched topic, key terms, a sourced opener fact, and a risk-alignment snapshot.", "tags": ["advisor-tools", "meeting-prep"] }, { "id": "advisor.gift_bundle", "name": "Build Advisor Client Gift Bundle", "description": "For financial advisors: given a description of a client, returns a curated education bundle — a 3-module learning path, key terms, a suggested message, and toolkit highlights for the advisor-to-client gifting workflow.", "tags": ["advisor-tools", "b2b2c", "client-education"] }, { "id": "modules.get_content", "name": "Get Learning Module Content", "description": "Returns a learning module's sections, citations, and quiz preview, mirroring the app's own free-tier preview boundary — one module in full, every other module capped with the rest listed by title only.", "tags": ["curriculum", "learning-modules"] }, { "id": "facts.random", "name": "Get a Sourced Fact", "description": "Returns a short, sourced statistic, optionally filtered by category.", "tags": ["facts", "citations"] }, { "id": "advisor.meeting_icebreaker", "name": "Meeting Icebreaker Kit", "description": "A sourced fact plus a related glossary term plus a suggested opening line — a complete meeting-opener deliverable.", "tags": ["advisor-tools", "meeting-prep"] }, { "id": "advisor.risk_conversation_guide", "name": "Risk Conversation Guide", "description": "General risk characteristics of each alternative-asset category, checked against a stated client risk tolerance.", "tags": ["advisor-tools", "risk"] }, { "id": "toolkit.frameworks", "name": "Due-Diligence and Tax Frameworks", "description": "Due-diligence, risk, tax, and legal frameworks spanning every alternative-asset class.", "tags": ["frameworks", "due-diligence"] }, { "id": "behavioral.brain_map", "name": "Behavioral Investing Brain Map", "description": "The neuroscience of investing decisions across four brain regions, for explaining why a cognitive bias happens.", "tags": ["behavioral-economics", "psychology"] }, { "id": "art.learning_track", "name": "Art Learning Track", "description": "Narrative-style lessons across three art-investing tracks, distinct from art.deep_dive_track's data/research focus.", "tags": ["art-investing", "learning-modules"] }, { "id": "art.library", "name": "Art Market Library", "description": "Curated books, podcasts, and papers on art markets and history.", "tags": ["art-investing", "research"] }, { "id": "reading.list", "name": "Curated Reading List", "description": "Curated books on behavioral economics, venture capital, economic history, and policy.", "tags": ["reading-list", "finance-education"] }, { "id": "advisor.competency_check", "name": "Advisor Competency Check", "description": "A 53-question 'questions for your financial advisor' set across 7 categories, with inadequate vs. competent answer signals, for advisor self-prep.", "tags": ["advisor-tools", "self-assessment"] }, { "id": "disclosures.get", "name": "Get Legal Disclosures", "description": "Returns two distinct disclosure tracks: one for the advisor's own records, one deliberately un-branded for anything actually sent to a client — plus accredited-investor and risk disclosures.", "tags": ["compliance", "disclosures"] }, { "id": "advisor.explain_holding", "name": "Explain a Client's Holding", "description": "Given an asset type/structure label, returns a plain-language definition, the cognitive bias most likely to distort a client's perception of it, a due-diligence reference, and a talking point.", "tags": ["advisor-tools", "client-education"] }, { "id": "advisor.post_meeting_followup", "name": "Post-Meeting Follow-Up Generator", "description": "Given topics discussed in a meeting, returns a private advisor-only coaching note plus a separate, ready-to-send client follow-up message.", "tags": ["advisor-tools", "client-education"] }, { "id": "advisor.compliance_scan", "name": "Compliance Scan for Client Communications", "description": "Scans a draft client communication for anecdotal/FOMO framing, suitability-assertion language, and missing accredited-investor/risk disclosure.", "tags": ["compliance", "reg-bi"] }, { "id": "defi.deep_dive_track", "name": "DeFi Deep-Dive Track", "description": "Multi-lesson DeFi deep dive ending in a peer-reviewed-research lesson.", "tags": ["defi", "deep-dive", "research"] }, { "id": "esg.deep_dive_track", "name": "ESG Deep-Dive Track", "description": "Multi-lesson ESG & climate finance deep dive, framed around the Triple Bottom Line, ending in a peer-reviewed-research lesson.", "tags": ["esg", "deep-dive", "research"] }, { "id": "art.deep_dive_track", "name": "Art Investing Deep-Dive Track", "description": "Data/research-focused art-investing deep dive — market mechanics, conflicts of interest, current and historical return data — distinct from art.learning_track's narrative style.", "tags": ["art-investing", "deep-dive", "research"] }, { "id": "behavioral.deep_dive_track", "name": "Behavioral Economics Deep-Dive Track", "description": "Multi-lesson behavioral-economics deep dive on advisor-practice decision-making, distinct from behavioral.brain_map's neuroscience focus.", "tags": ["behavioral-economics", "deep-dive", "research"] }, { "id": "gender_lens.advisor_practice_track", "name": "Gender Lens Investing — Advisor Practice", "description": "Practice-focused gender-lens track for advisors: auditing recommendation patterns for the advice gap, facilitating a client's gender-lens request, and the peer-reviewed research for having that conversation credibly.", "tags": ["gender-lens", "advisor-practice", "deep-dive"] }, { "id": "gdr.deep_dive_track", "name": "Gross Domestic Regeneration (GDR) — An Emerging Economic Model", "description": "A recently proposed, not institutionally adopted alternative to GDP measuring what an economy regenerates rather than what it produces — explicitly caveated as unvalidated, and grounded against real 'beyond GDP' precedent (Bhutan's GNH Index, UN SEEA Ecosystem Accounting, Genuine Progress Indicator, Doughnut Economics).", "tags": ["economics", "beyond-gdp", "deep-dive", "emerging-model"] }, { "id": "vc_pe.deep_dive_track", "name": "Venture Capital & Private Equity — Access, Verification, and the Family Office Question", "description": "Why VC and PE exist as their own asset classes, verifying a client's accredited investor status under Reg D, and recognizing the family-office conversation — grounded in the SEC's 2011 Family Office Rule and current SFO/MFO cost and AUM-threshold data.", "tags": ["venture-capital", "private-equity", "accredited-investor", "family-office", "deep-dive"] } ] }