Analytics

wholesaleinvestor.co.nz

Provides access to a directory of wholesale investment managers, funds, and offers for financial analysis.

1 endpoint11 known toolsFirst detected May 21, 2026Last detected August 29, 2026

ENDPOINT 1

https://wholesaleinvestor.co.nz/mcp

No auth detected

MCP server metadata

Name: wholesaleinvestor-mcp
Version: 0.1.0

Capabilities

tools

Server instructions

Anonymous MCP for Wholesale Investor NZ. Tools cover providers, funds, offers, AIP-eligible funds, evergreen funds, and side-by-side comparisons. Every featured provider row carries a featured_disclosure field — surface it to the user. Wholesale-only disclaimer in every payload.

Known tools 11

list_providers

List NZ wholesale fund managers / providers in the WI directory.

Inferred read-only

lookup_provider

Get full profile of one provider by slug: FSP, AUM, location, funds, key people, links.

Inferred read-only

list_funds

List funds in the WI directory.

Inferred read-only

lookup_fund

Get full profile of one fund by slug: structure, IM/PDS docs, AIP eligibility, linked provider + offers.

Inferred read-only

list_open_offers

List currently open / closing-soon offers (with target returns, minimums, fees from the offer-level data).

Inferred read-only

lookup_offer

Get full profile of one offer by slug — including target return, minimum investment, fees, liquidity, IM/PDS docs.

Inferred read-only

find_evergreen_funds

List evergreen (perpetually-open) funds — the load-bearing display invariant of WI.

Inferred read-only

find_aip_eligible_funds

List funds with AIP-visa-eligible offers (Active Investor Plus).

Inferred read-only

compare_providers

Side-by-side compare two providers by slug.

Inferred read-only

find_by_asset_class

List providers + funds for a given asset class (substring match on asset_class slug or name).

Inferred read-only

compare_ims

Side-by-side compare two funds by slug using Sonnet-extracted facts from their IM/PDS/SIPO documents.

Inferred read-only

CONNECT WITH APPROVAL

Client installation

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.wholesaleinvestor-mcp]
url = "https://wholesaleinvestor.co.nz/mcp"
enabled = true

Claude Code

.mcp.json

{
  "mcpServers": {
    "wholesaleinvestor-mcp": {
      "type": "http",
      "url": "https://wholesaleinvestor.co.nz/mcp"
    }
  }
}

Claude Desktop

Settings → Connectors → Add custom connector

Name: wholesaleinvestor-mcp
Remote MCP URL: https://wholesaleinvestor.co.nz/mcp

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "wholesaleinvestor-mcp": {
      "url": "https://wholesaleinvestor.co.nz/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

{
  "servers": {
    "wholesaleinvestor-mcp": {
      "type": "http",
      "url": "https://wholesaleinvestor.co.nz/mcp"
    }
  }
}

Generic MCP

Client-specific MCP configuration

{
  "name": "wholesaleinvestor-mcp",
  "transport": "streamable-http",
  "url": "https://wholesaleinvestor.co.nz/mcp"
}

MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

TRUST AND VERIFICATION EVIDENCE

Loading Trust v2 evidence…

Checking the associated registrable domain. The BuiltWith key remains server-side.

Indexed

Evidence is source-attributed and does not guarantee that a third-party server is safe. Risk labels are conservative metadata heuristics.