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 API key
Create a key in the vendor's dashboard and store it as an environment variable in your client config — never paste it into a chat window.
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.
Read-only: using firm-intelligence and CRM tools, build a shortlist of up to 25 prospects matching <ideal client profile: AUM band, location, niche>. Exclude anyone already in CRM as a client or active opportunity. Return a table of Name / Firm / Why they fit / Source tool / CRM status. Do not create, update or enrich any CRM record, and do not send outreach. Flag any record where the data looks stale or unverified.
Guardrail · Read-only. Verify prospect data at the source before any outreach.
Read-only: assemble a one-page brief on <firm or prospect name> by combining two sources — pull size, services, custodian and platform footprint and recent public news from the firm-intelligence tools, then pull our own history with them from CRM (prior contacts, referral source, related households, open opportunities). Show a Fact / Source tool / Date table and a short 'what we already know internally' section. Cite the tool and URL behind every external claim and mark anything you could not verify as 'unverified' rather than guessing. Do not write to CRM or contact anyone.
Guardrail · Read-only. Treat unverified items as leads to confirm, not facts.
Compliance history and diligence file
The regulatory record a buyer's counsel will request.
Read-only: assemble my firm's regulatory record from two directions — my internal compliance systems (policy reviews, testing, exam findings, remediation status) and the public regulatory and firm-intelligence sources (registration history, ADV disclosures, complaints). Show them side by side and flag anything disclosed publicly that has no internal record, or internally tracked that the public record does not reflect. Cite each source and mark anything unverified as 'to confirm'. Do not file, submit or amend anything.
Guardrail · Read-only. Regulatory filings are amended through official channels only.
