Addepar's first-party connector for Claude for Financial Advisors, announced September 14, 2026, brings permission-aware portfolio intelligence into an advisor conversation. Its Claude directory listing documents 15 read tools, including portfolio data, exposure, performance attribution, ownership graphs, transactions and private fund cash movements and upcoming capital activity, answered within each user's existing Addepar permissions.
portfolio intelligenceperformanceClaude for Financial AdvisorsUHNW
Provides one system's data and actions. Reads and writes inside a single product of record; it can act, but only within its own walls. More on System servers →All seven roles →
Connect through Claude's connector directory by signing in with your Addepar account. No raw endpoint URL is reproduced here because we could not confirm it verbatim.
Vendor-verified only. The tool list comes from the connector's directory listing and has not been independently tested.
Distinct from third-party bridges in this directory, such as Truthifi, that reach Addepar data through their own connection.
Addepar clients only, gated by firm permissions. What the connector reaches depends on your entitlements.
Performance and valuations inherit Addepar's data, including lagged alternative marks. Check as-of dates before a number reaches a client.
All documented tools read data; none write. Still start with read-only scopes.
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How to connect Addepar Connector for Claude
Step 1
Check the vendor's documentation
This listing does not publish a public endpoint or install command yet. Open the vendor documentation above for access details, then follow the general steps in our connection guide.
Step 2
Authenticate with OAuth
Your client opens a browser sign-in with the vendor. Approve only the scopes you need, and use a read-only account first when the platform offers one.
Step 3
Verify, then widen access
Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.
Everything you need on one page before you walk in.
Client Review Meeting PrepCRMWealth Platforms
Read-only: build a pre-meeting brief for <client name>: current portfolio summary, allocation vs. target, YTD performance, open service items, last three CRM interactions, and any commitments I made previously. Mask account numbers to the last four digits, cite the source tool for each figure, and do not update CRM, place trades or send anything.
Guardrail · Read-only. Verify performance numbers against the system of record before presenting.
Market context talking points
Three to five neutral talking points on recent market moves.
Client Review Meeting PrepWealth PlatformsMarket & Financial Data
Read-only: pull <client name>'s current holdings and sector or asset-class weights from the wealth platform, then use market-data tools to explain what moved those specific exposures over the last quarter. Return three to five neutral talking points, each tied to a holding or weight and to the market data behind it. No forecasts, no recommendations to buy or sell, no performance promises. Cite the source and date for both the holdings figure and the market figure so I can verify before I use it with a client.
Guardrail · Educational framing only. Avoid forward-looking or promissory language.
Read-only: compare current allocations against target models across my accounts, using the wealth platform for targets and modelled positions and the custodial feed for actual settled holdings and cash. List every position or sleeve drifted beyond <tolerance, e.g. 3%> as Account / Sleeve / Target / Actual / Drift / Estimated trade size, and separately flag any holding or cash balance where the platform and the custodian disagree, since that breaks the drift math. Do not place, stage, cancel or modify any order. Cite the tool behind each figure.
Guardrail · Read-only. Never grant trading scopes to a tool that only needs to report.
