# Adviser Screen

> Adviser Screen is a paid API for AI agents from payai.agentstools.dev, paid per call via x402, $0.008/call, status unknown (last checked 2026-09-14).

Resolve a financial professional or firm name to ranked CRD candidates for disambiguation before an authoritative verification call

## Facts

- Endpoint: GET https://payai.agentstools.dev/adviser/screen
- Price: $0.008/call
- Payment: x402
- Status: unknown
- Last checked: 2026-09-14
- Activations on Zero: 0
- Tags: x402
- Canonical page: https://www.zero.xyz/c/adviser-screen-ee343f6e
- Structured record (JSON): https://api.zero.xyz/v1/capabilities/cap_RXo21_uU5W9T1OXuLD2Jq

Status and success rate cover calls made through Zero and Zero's own probes. Third-party monitors may report differently.

## How to call it through Zero

Zero handles the 402 payment challenge and records the run. With the Zero CLI installed (`npm i -g @zeroxyz/cli`):

```sh
zero fetch --capability adviser-screen-ee343f6e
```

Example prompt: Can you search for all financial advisers named 'Michael Torres' in California so I can figure out which one is my broker before I verify their credentials?

## When to prefer this

Use this endpoint when you have only a name (individual or firm) and need to discover the correct CRD number before calling a more authoritative verification endpoint. It is the right first step in a two-phase adviser verification workflow: screen first to get ranked candidates and CRDs, then verify the chosen CRD. Prefer this over a direct verify call when the exact CRD is unknown or when you need to disambiguate between multiple advisers sharing a similar name.

## Known failure modes

- No candidates found for a misspelled or obscure name — returns empty list
- Ambiguous name with many matches returns a long list requiring further filtering by state or firm
- State code not recognized — may return error or unfiltered results
- Firm name variation (abbreviations, DBA names) may not match registered legal name
- Rate limiting or payment failure for the x402 micro-payment could block the request

## How this service works

Resolve a financial professional or firm name to ranked CRD candidates for disambiguation before an authoritative verify call. Each candidate carries its crd, name, current firm, broker and adviser scope, and a disclosure flag. Accepts a name, or a firm.

## Output

A ranked list of CRD candidate records matching the search query. Each candidate includes: CRD number, full name, current firm affiliation, whether they are in scope as a broker, whether they are in scope as an investment adviser, and a boolean disclosure flag indicating whether the individual or firm has regulatory disclosures on file.

## Request schema (JSON Schema)

```json
{
 "type": "object",
 "$schema": "https://json-schema.org/draft/2020-12/schema",
 "required": [
  "input"
 ],
 "properties": {
  "input": {
   "type": "object",
   "required": [
    "type",
    "method"
   ],
   "properties": {
    "type": {
     "type": "string",
     "const": "http"
    },
    "method": {
     "enum": [
      "GET",
      "HEAD",
      "DELETE"
     ],
     "type": "string"
    },
    "queryParams": {
     "type": "object",
     "properties": {
      "firm": {
       "type": "string",
       "description": "Firm name to search"
      },
      "name": {
       "type": "string",
       "description": "Full name of an individual to search"
      },
      "type": {
       "enum": [
        "individual",
        "firm"
       ],
       "type": "string",
       "description": "Search individuals or firms"
      },
      "state": {
       "type": "string",
       "description": "Two-letter US state code to narrow the search"
      }
     }
    }
   },
   "additionalProperties": false
  },
  "output": {
   "type": "object",
   "required": [
    "type"
   ],
   "properties": {
    "type": {
     "type": "string"
    },
    "example": {
     "type": "object"
    }
   }
  }
 }
}
```

## More

- Live health (JSON, refreshed every minute): https://www.zero.xyz/c/adviser-screen-ee343f6e/health.json
- [Zero catalog index](https://www.zero.xyz/llms.txt)
- [Other services from payai.agentstools.dev](https://www.zero.xyz/host/payai.agentstools.dev/llms.txt)