Back-office MCP server for brokers and prop firms, connecting a firm's Leverate CRM, marketing funnel and risk data to Claude, ChatGPT and other assistants for conversational analysis of its own operational data. Caveats: deliberately points at back-office data, NOT trade execution — unlike most brokerage MCP servers. Serves CFD brokers and prop firms rather than RIAs or wealth managers; relevance to a wealth audience is indirect. Announcement date unconfirmed (2026) — no primary-source date verified. Connection details are not publicly published; start with read-only scopes.
back officebroker CRMprop firmsoperations
Status
Vendor
Auth
Enterprise
Hosting
Remote
Community rating
Not rated yet
Role
System
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. All seven roles →
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 Enterprise
Access is provisioned by the vendor or your firm's administrator. Ask your account team for MCP access, sandbox credentials and the allowed data scopes.
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.
Prepare — do not stage or submit — a proposed rebalance for <account>. Take targets and current positions from the wealth platform, then use the brokerage or execution tools read-only to check tradability for each name: current quote, lot sizes, restrictions and anything that cannot be traded as intended. Show symbol, side, quantity, estimated value, rationale tied to the target model, and a tradability note with its source. Note cash impact and any position that would breach a restriction. Stop and show me the blotter for explicit approval before any order is created anywhere.
Guardrail · Proposal only. Keep trade approvals on; no order should exist without your say-so.
Post-trade reconciliation
Confirm fills matched intent, with breaks flagged.
Read-only: reconcile yesterday's executed trades against the intended blotter for <account or household>. Show intended vs. filled quantity and price, unfilled or partially filled orders, and any unexpected trade. Mask account numbers to the last four digits. Do not cancel, resubmit or correct anything — list the breaks for me to handle.
Guardrail · Read-only. Breaks get resolved by a human through the system of record.
Digital asset holdings snapshot
One consolidated view across exchanges and wallets.
Crypto & Digital AssetsCrypto & Digital AssetsBrokerage & Trade Execution
Read-only: consolidate my digital asset holdings across every connected source — exchange accounts, on-chain wallet or explorer tools, and any brokerage account holding crypto or crypto ETPs — into one table: asset, quantity, venue, source tool, USD value and share of total. Show a per-source subtotal so I can see which tool reported what, and flag any asset that appears in more than one source so it is not double-counted. Mask wallet addresses beyond the first and last four characters. Do not trade, transfer, approve or sign anything.
Guardrail · Read-only keys only. Never give a chat tool withdrawal or signing permissions.
