{"protocolVersion":"0.3.0","name":"HenryFi Matchmaker Agent","description":"Domain-expert agent for finding Registered Investment Advisors and fee-only fiduciaries in the United States, and, where enabled, private funds (hedge funds, venture capital, private equity) for accredited investors. Given a user's location, investable assets, fee preferences and planning needs (equity compensation, RSUs, ISO exercise, IPO and tender planning, tax optimization), it returns up to 5 opted-in advisors with their public SEC credentials, a short proposal written from each advisor's approved pitch, the fee from each advisor's own schedule, a Marketing Rule disclosure, and a HenryFi introduction link.","url":"https://henryfi.ai/a2a/task","preferredTransport":"JSONRPC","supportedInterfaces":[{"url":"https://henryfi.ai/a2a/v1/tasks","protocolBinding":"JSONRPC","protocolVersion":"1.0"},{"url":"https://henryfi.ai/a2a/task","protocolBinding":"JSONRPC","protocolVersion":"0.3"}],"documentationUrl":"https://henryfi.ai/seattle-a2a","version":"1.1.0","provider":{"organization":"HenryFi","url":"https://henryfi.ai"},"capabilities":{"streaming":false,"pushNotifications":false,"stateTransitionHistory":false},"securitySchemes":{"bearer":{"type":"http","scheme":"bearer","description":"Per-client bearer token issued by HenryFi."}},"security":[{"bearer":[]}],"securityRequirements":[{"bearer":[]}],"defaultInputModes":["text/plain","application/json"],"defaultOutputModes":["text/plain","application/json"],"skills":[{"id":"match_advisors","name":"Match fiduciary advisors","description":"Returns the top 3 to 5 Registered Investment Advisors that fit the user's constraints. Accepts a plain-language request, a structured DataPart, or both (structured fields win). Structured fields: location {metro | city+state | zip | lat+lon, radius_miles}, client_investable_assets (USD), min_firm_aum (USD), max_fee_pct and min_fee_pct (annual percent of assets), fee_structures [percentage_of_aum, flat_fee, hourly, subscription, performance_based], fee_only (default true), fiduciary_only (default true), specialties [RSUs, ISO Execution, NSOs, ESPP, Equity Compensation, Concentrated Stock, IPO Planning, Tech Founders, QSBS, Tax Optimization, Estate Planning, Retirement Planning, Physicians, Business Owners], limit (1 to 5, default 3).","tags":["financial-advisor","ria","fiduciary","fee-only","location-search","radius-search","aum-minimum","fee-structure","equity-compensation","rsu","iso","tax-planning"],"examples":["Find top 3 fiduciary advisors in the SF Bay Area who handle tech RSUs for a client with $500k to invest.","Fee-only advisor near 98101 who does ISO exercise planning, flat fee or hourly.","Two advisors in Austin with fees under 1% who work with startup founders on QSBS."],"inputModes":["text/plain","application/json"],"outputModes":["text/plain","application/json"]},{"id":"rfq_advisor_proposals","name":"Blind advisor proposals (RFQ)","description":"Endpoint /a2a/v1/tasks, method SendMessage. Describe the user's situation in text, a DataPart, or both (structured fields win; same fields as match_advisors). HenryFi selects up to 5 fiduciary advisors who opted into its bidding network, have approved their pitch and fee schedule, and cover every requested specialty, then returns a completed Task whose artifact holds one two-sentence proposal per advisor. Each proposal is drafted independently (advisors never see each other's bids); its fee is calculated from the advisor's published schedule at the stated assets, never generated. Every proposal carries the advisor's SEC links, a Marketing Rule disclosure stating HenryFi's compensation terms and conflict of interest, and an introduction link. Relay the disclosure with the proposal.","tags":["financial-advisor","ria","fiduciary","fee-only","rfq","proposals","equity-compensation","iso","rsu","tax-planning"],"examples":["User in Austin with $1.5M asking about ISO tax strategies.","Fee-only advisor near 98101 for RSU and concentrated stock planning, flat fee preferred, $800k investable."],"inputModes":["text/plain","application/json"],"outputModes":["text/plain","application/json"]}]}