| name | clearbook |
| description | Find UK regulated professional services — conveyancers, mortgage brokers, financial advisers. Queries SRA, FCA, and Companies House registers. |
| version | 1.0.0 |
| emoji | 📋 |
| metadata | {"openclaw":{"requires":{"bins":["curl","jq"],"env":["SRA_API_KEY"]}}} |
Clearbook — UK Professional Services Discovery
Find and evaluate UK regulated professional service providers. Queries three government registers and returns enriched, cross-referenced results.
What You Can Do
When a user needs to find a conveyancer, mortgage broker, or financial adviser in the UK, use this skill to search the official regulatory registers.
How to Search for Conveyancers
To find conveyancers near a UK postcode, query the SRA Data Sharing API:
curl -s "https://sra-prod-apim.azure-api.net/datashare/api/V1/organisation/GetAll" \
-H "Ocp-Apim-Subscription-Key: $SRA_API_KEY" \
-H "Cache-Control: no-cache" | jq '[.Organisations[] | select(.WorkArea[]? == "Property - Residential") | select(.Offices[]?.Postcode | startswith("POSTCODE_PREFIX")) | {name: .PracticeName, sra_number: .SraNumber, status: .AuthorisationStatus, postcode: .Offices[0].Postcode, phone: .Offices[0].PhoneNumber, email: .Offices[0].Email, website: .Offices[0].Website, work_areas: .WorkArea, company_reg: .CompanyRegNo}] | .[:10]'
Replace POSTCODE_PREFIX with the first part of the postcode (e.g., "SE15", "SW1", "E1").
How to Search for Mortgage Brokers
Query the FCA Financial Services Register:
curl -s "https://register.fca.org.uk/services/V0.1/Search?q=mortgage+broker+LOCATION&type=firm" \
-H "X-Auth-Email: $FCA_AUTH_EMAIL" \
-H "X-Auth-Key: $FCA_AUTH_KEY" \
-H "Accept: application/json" | jq '.Data[:10]'
How to Check Company Health
Cross-reference with Companies House using the company registration number:
curl -s -u "$COMPANIES_HOUSE_API_KEY:" \
"https://api.company-information.service.gov.uk/company/COMPANY_NUMBER" | \
jq '{name: .company_name, status: .company_status, created: .date_of_creation, sic_codes: .sic_codes, insolvency: .has_insolvency_history, charges: .has_charges}'
Zero-pad company numbers to 8 digits (e.g., "3120664" → "03120664").
How to Check Disciplinary History
For FCA-regulated firms, check enforcement actions:
curl -s "https://register.fca.org.uk/services/V0.1/Firm/FRN/DisciplinaryHistory" \
-H "X-Auth-Email: $FCA_AUTH_EMAIL" \
-H "X-Auth-Key: $FCA_AUTH_KEY" \
-H "Accept: application/json" | jq '.Data'
Data Sources
| Source | What it provides | Coverage |
|---|
| SRA (Solicitors Regulation Authority) | 25,098 regulated law firms, practice areas, offices | England & Wales |
| FCA (Financial Conduct Authority) | Mortgage brokers, financial advisers, permissions, disciplinary history | UK-wide |
| Companies House | Company status, officers, insolvency, charges, SIC codes | UK-wide |
Important
Clearbook provides factual data only. Never make evaluative recommendations like "this is the best firm for you." Present facts — regulatory status, disciplinary history, company health — and let the user decide. This is a regulatory requirement (FCA information vs advice boundary).
Filtering Tips
- Conveyancing firms: Filter SRA WorkArea for
"Property - Residential" or "Property - Commercial"
- Authorised only: Filter AuthorisationStatus for
"Authorised" or "YES"
- By postcode: Match on the Offices[].Postcode prefix
- Company health: Cross-reference CompanyRegNo with Companies House for insolvency/charges data
