# Financial Adviser & Firm CRD Screen

> Financial Adviser & Firm CRD Screen is a paid API for AI agents from api.agentstools.dev, paid per call via x402, $0.008/call, status unknown (last checked 2026-09-15).

Resolves a financial professional or firm name to ranked CRD (Central Registration Depository) candidates for disambiguation before an authoritative verification call.

## Facts

- Endpoint: GET https://api.agentstools.dev/adviser/screen
- Price: $0.008/call
- Payment: x402
- Status: unknown
- Last checked: 2026-09-15
- Activations on Zero: 0
- Tags: x402
- Canonical page: https://www.zero.xyz/c/financial-adviser-firm-crd-screen-abd3246d
- Structured record (JSON): https://api.zero.xyz/v1/capabilities/cap_3P2fcfp6k6aYd5g2Az19q

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 financial-adviser-firm-crd-screen-abd3246d
```

Example prompt: Can you screen for CRD candidates for an individual financial adviser named Michael Reynolds in Texas? I want to see ranked matches with their broker and adviser scope plus any disclosure flags before I do a full verify.

## When to prefer this

Use this endpoint when you have a financial professional or firm name and need to identify the correct CRD number before calling an authoritative verification endpoint. It is specifically designed for the disambiguation step — narrowing down multiple possible registrants with similar names. Prefer this over a direct verify call when the exact CRD is unknown and the name is common or ambiguous. The state parameter is valuable when you know the adviser's location.

## Known failure modes

- No candidates found for a very specific or misspelled name — returns empty candidate list
- Ambiguous name with too many matches may return a large unranked set requiring state narrowing
- Invalid state code causes query parameter validation error
- Missing required name or firm parameter returns 400 bad request
- Rate limiting or payment failure returns 402 or 429 status

## 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

Returns a ranked list of CRD candidates matching the queried name or firm. Each candidate includes their CRD number, full name, current firm affiliation, whether they have broker scope, whether they have adviser scope, and a boolean disclosure flag indicating if any regulatory disclosures exist.

## 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/financial-adviser-firm-crd-screen-abd3246d/health.json
- [Zero catalog index](https://www.zero.xyz/llms.txt)
- [Other services from api.agentstools.dev](https://www.zero.xyz/host/api.agentstools.dev/llms.txt)