The MCP server directory for wealth management.

Zapier · CRM

Advyzon has no native MCP server; Zapier's hosted MCP endpoint exposes Advyzon contact and household actions to AI clients using your own Advyzon connection.

HighLevel · CRM

Official GoHighLevel remote MCP endpoint for sub-account CRM data: contacts, conversations, opportunities, calendars and payments.

HubSpot · CRM

Official HubSpot MCP server for CRM objects: contacts, companies, deals, tickets and engagements, plus workflow and marketing data.

Microsoft · CRM

Official Dynamics 365 Sales MCP server for CRM records, pipeline insights and email drafting. The underlying platform for Dynamics-based advisor CRMs such as Tamarac CRM and Salentica Elements.

NexJ Systems · CRM

NexJ's MCP server, generally available September 21, 2026, connects MCP-compatible AI platforms to NexJ's wealth and private banking CRM. NexJ positions it as governed access: AI assistants reach client, relationship and activity records inside the firm's existing NexJ permissions and controls, so an advisor can ask for client context or relationship detail in plain language.

Orion Advisor Solutions · Wealth Platforms

First-party Orion MCP connector for Claude for Financial Advisors, announced September 14, 2026 at Future Proof and listed in Anthropic's Claude connector directory. Links Claude to two Orion systems at once: Orion Connect for portfolio and account data, and Redtail CRM for contacts, activities and opportunities. An advisor asks in plain language for a client update, meeting prep or a pipeline read, and the answer is assembled from live Orion and Redtail records without exports or system switching. Access is governed through the Orion Gateway Portal, where a firm administrator sees which MCP tools each product includes, which are read-only versus write, and the per-minute rate limits and daily quotas that apply. Entitlements are derived from the firm's product catalog, so an advisor reaches only what they are already entitled to see. The same connection is offered as a front door for firms building their own AI against Orion rather than using the Claude connector.

Zapier · CRM

Redtail has no native MCP server; Zapier's hosted MCP endpoint exposes Redtail contacts, activities and notes as tools using your own Redtail credentials.

Salesforce · CRM

Salesforce-hosted MCP servers exposing CRM objects and workflows, including Financial Services Cloud where a firm is licensed for it. The route most large RIAs and broker-dealers will take, since it runs against your own org rather than through a third-party bridge.

Practifi · CRM

Practifi's MCP server, available only inside Sentir, its AI-native CRM launched August 25, 2026, connects the client data and relationship intelligence already in the CRM to the AI tools a team uses every day, without leaving Practifi's governance framework. Practifi's page describes four uses: client context inside AI tools, executive insight on performance, capacity, risk and opportunity, client-ready branded work built on full client history, and advisor handoff summaries. Access is permissioned with policy-aligned controls, PII-aware handling and fully reviewable connections. Practifi says the server is built on Model Context Protocol, tested against and optimized for Claude, and works with any MCP-supporting assistant.

Slant · CRM

Official advisor CRM MCP server exposing contacts, households, tasks, notes and pipeline activity via API token, with remote hosting and native Zapier integration.

Fireweed Capital (community) · CRM

Remote MCP server for the Wealthbox advisor CRM: contacts, notes, tasks and events, authorized with your own Wealthbox API token.

Wealthbox · CRM

Wealthbox's own MCP connector for Claude, named as a launch partner for Claude for Financial Advisors on September 14, 2026 and carrying prebuilt advisor skills. It is listed in Anthropic's connector directory as Anthropic verified with the connector URL the listed endpoint, sign-in required, and 67 tools covering contacts, notes, opportunities and pipelines, projects and workflow templates, tasks and repeating tasks, calendar events and meetings, custom objects and custom field values, comments, tags, related-contact links, and user, team, account and workspace lookups. The advisor-facing use is meeting prep assembled from the client history already in the CRM, follow-up organized after the meeting and written back to Wealthbox, a catch-up read of recent client activity, drafted client communications, and a view of open tasks that need attention. Wealthbox's own help center documents the connection and the vendor points to a September 28, 2026 webinar for firm-level implementation detail.