First-party iCapital connector for Claude for Financial Advisors, announced September 15, 2026, bringing alternative investment data into an advisor conversation. iCapital describes it as securely exposing authorized holdings, valuation, transaction and performance information for a client's private fund positions so an advisor can ask about them and see them alongside the rest of the portfolio, supporting client conversations, portfolio reviews and investment research. It follows iCapital's April 2026 announcement of layering Claude models across its platform for alternatives, structured investments and annuities. iCapital says governance and permissions controls are maintained, so an advisor reaches only the client data they are already authorized to see.
alternative investmentsprivate fundsvaluationsperformanceClaude for Financial Advisors
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 →
No public MCP endpoint. iCapital publishes no connector URL, install command, transport or tool list, and Anthropic's connector directory had no iCapital page at the time of checking, so hosting and endpoint are unconfirmed here.
Vendor-verified only. Everything above comes from iCapital's own announcement and its earlier Anthropic release. Nothing has been independently verified and no live connection was tested.
Written in the future tense. The announcement says advisors "will be able to" access this data, so treat availability, eligibility and timing as unsettled and confirm with your iCapital team.
iCapital platform clients only, and gated by the firm's own permissions. What the connector reaches depends on your entitlements rather than the capability list.
Alternatives valuations are stale by nature. Private fund marks are periodic and lag, often by a quarter, and an assistant will present the latest available number without saying how old it is. Check the as-of date before a valuation reaches a client.
Read versus write scope is unstated. Assume nothing, start with read-only scopes, and confirm the connector cannot initiate subscriptions, redemptions or other transactions.
Distinct from third-party bridges that reach iCapital positions through an aggregator feed rather than iCapital's own connector.
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How to connect iCapital 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.
