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.

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.

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.