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Client-education toolkit for advisors: deep-dive tracks, calculators, free onboarding tools.
Remote server: your requests and data go to alternativeassetliteracy.com. Claude Code: claude mcp add --transport http alternative-asset-literacy-advisor https://alternativeassetliteracy.com/mcp · Claude app: Settings → Connectors → Add custom connector.
The tools this server listed when we connected to it, in its own words.
glossary.lookup — Look up a financial term from the 351-term glossary spanning alternative assets, DeFi, ESG, behavioral economics, art, and gender lens invesglossary.search — Full-text search across all 351 financial terms and definitions — alternative assets, DeFi, behavioral economics, art, ESG, and gender lens glossary.browse — Browse all 351 glossary terms by category. Categories: Alternative Assets, Art, DeFi & Crypto, ESG & Climate, Behavioral Economics, Gender Lresearch.papers — Returns institutional research papers by category: 43 papers from the IMF, BIS, World Bank, FSB, UN, Federal Reserve, EU, IFC, OECD and TCFDadvisor.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, opadvisor.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 messagmodules.get_content — Returns educational content (sections, citations, quiz preview) for one of 9 learning modules: Investing Primer, Alternative Investing, Behafacts.random — Returns a short, sourced statistic about women and finance, behavioral economics, alternative investing, or the art market, with the originaadvisor.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 linadvisor.risk_conversation_guide — Maps a client's stated risk tolerance against the general risk characteristics of each alternative asset category (DeFi, private equity/VC, toolkit.frameworks — Returns asset-class-spanning advisor frameworks — due diligence checklists, red flags, risk assessment, position sizing, tax considerations,behavioral.brain_map — Returns the neuroscience of investment decision-making — the prefrontal cortex, amygdala, nucleus accumbens, and anterior insula — each withart.learning_track — Returns the Art Learning Track: 3 tracks and 9 lessons covering art concepts and practices (value, market fundamentals, evaluation), female art.library — Searches a curated library of books, podcasts and academic papers on art history, markets and investing. Filter by category ('books', 'podcareading.list — Returns a curated reading list spanning behavioral economics, venture capital, economic history and policy, each with author, year, summary advisor.competency_check — Returns 53 questions across 7 categories (DeFi/crypto, ESG/climate, alternative investing, art, behavioral finance, gender-lens investing, gdisclosures.get — Returns disclosure text of two kinds, plus the accredited investor definition and a risk disclosure. The 'regulatory' disclosure describes wadvisor.explain_holding — Given an asset type or structure label (for example 'private equity fund', 'DeFi position', 'art fund'), returns a plain-language definitionadvisor.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 cliadvisor.compliance_scan — Checks a draft client communication about alternative assets for anecdotal or FOMO framing, suitability-assertion language, and missing accradvisor.commitment_pacing_model — Models a multi-year program of private-fund commitments (PE, VC, private credit and similar): capital calls, distributions, unrealized NAV, 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 retiremenadvisor.registration_check — Looks up a firm or individual in the public SEC Investment Adviser Public Disclosure (IAPD) and FINRA BrokerCheck records. Returns registratdefi.deep_dive_track — Decentralized finance as an asset class: protocol-level revenue mechanics (Aave, Uniswap), documented failure modes (Terra/Luna, smart contresg.deep_dive_track — ESG investing evaluated on the Triple Bottom Line (People, Planet, Profit; Elkington, 1994): why ratings diverge across providers, fee, costart.deep_dive_track — The financial and legal mechanics of the art market: advisor conflicts of interest, provenance and authentication risk, primary versus seconbehavioral.deep_dive_track — Decision-making across asset classes: advisor self-awareness, structural tools for managing client behavior, framing effects, mental accountgender_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 cgdr.deep_dive_track — A 2026 proposal, not institutionally adopted, to measure an economy by what it regenerates (ecological, social and capital dimensions) rathevc_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 advipe_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 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 speculaNot tested by KitScout yet. When our harness runs it, pros, cons and the tasks we tried appear here, with the date and evidence.