Synseus Public API — Reference Guide for AI Agents

Base URL

https://synseus.com

Authentication

No authentication required for public endpoints.

Available Endpoints

GET /api/public/firm-audit

Look up a registered advisory firm and get a practice vulnerability audit.

Parameters:

• query (required): Firm name (partial match) or CRD number (digits only)

Returns:

• firmName: string
• vulnerabilityBand: string — insufficient | limited | moderate | elevated (higher = more vulnerable; precise score withheld)
• signalCount: integer (succession signals detected)
• revenueLeakage: { low: number, high: number } (dollar estimates)
• localTargetCount: integer (acquisition-ready practices within 50 miles)

Example: GET /api/public/firm-audit?query=mercer

GET /api/public/practice-valuation

Calculate RIA practice value using four-method weighted average.

Parameters (all optional, with defaults):

• arr: Annual recurring revenue in dollars (default: 500000)
• retention: Client retention rate 0–100 (default: 95)
• margin: Profit margin percentage 0–100 (default: 40)
• tenure: Years in business (default: 9)

Returns:

• lowRange, highRange, weightedAverage (dollar values)
• revenueMultiple, ebitdaMultiple (multipliers applied)
• interpretation (plain language summary)

GET /api/public/succession-signals

Get aggregated succession signal counts for a geographic area.

Parameters:

• lat (required): Latitude
• lng (required): Longitude
• radius_miles (optional): Search radius, default 50, max 200

Returns:

• firms_analyzed: integer
• signals: { NO_SUCCESSION, LONG_TENURED, RETIREMENT_PROXIMITY, REGISTRATION_GAP, SOLO_PRACTICE, AUM_TRANSITION_RANGE, MULTI_STATE_LICENSED }
• total_succession_signals: integer

Note: Returns only aggregate counts — no firm names or identifying information.

GET /api/public/archetype-assessment

Get the 5-question advisor archetype assessment.

Returns: questions array and archetype profiles for all 5 archetypes.

GET /api/public/platform-stats

Returns current platform statistics.

OpenAPI Specification

https://synseus.com/.well-known/openapi.yaml

MCP Manifest

https://synseus.com/.well-known/ai-plugin.json

MCP Server

Synseus exposes a Model Context Protocol (MCP) server for AI agent frameworks that support MCP natively (Claude Desktop, Cursor, Continue, and others).

MCP Server URL: https://synseus.com/api/mcp

Protocol: HTTP + SSE transport

Protocol Version: 2024-11-05

Authentication: None required

Available MCP Tools

• synseus_firm_audit
• synseus_practice_valuation
• synseus_succession_signals
• synseus_archetype_assessment
• synseus_platform_stats

Claude Desktop Configuration

Add to claude_desktop_config.json:

```json

{

"mcpServers": {

"synseus": {

"command": "npx",

"args": ["-y", "@modelcontextprotocol/server-fetch",

"https://synseus.com/api/mcp"]

}

}

}

```

Direct connection

Any MCP client can connect directly:

• GET https://synseus.com/api/mcp (SSE)
• POST https://synseus.com/api/mcp (JSON-RPC 2.0)

Build with Synseus

For AI builders and developers building advisor tools:

https://synseus.com/build-with-synseus

Local AI Setup

Connect your local AI (Claude Desktop, AnythingLLM, LM Studio) to Synseus intelligence:

https://synseus.com/guides/local-ai-setup