wealthmcp.ai

Advisor Co-Pilot Room

Describe a client scenario. The co-pilot searches the live directory, opens the listings and composes the MCP servers to run the workflow, with every lookup shown as it happens.

Start with a scenario

Name the platforms the firm already runs where you can; it narrows which servers matter.

The co-pilot recommends from public directory metadata only. Never paste client, account or portfolio data. A listing is not an endorsement; connect every server read-only first.