Truthifi MCP Server
Truthifi · Wealth Platforms
Hosted read-only MCP bridge that connects advisor and investor platform accounts — Orion, Envestnet, Tamarac, eMoney and custodial portals — to Claude, ChatGPT and other agents.
How to connect Truthifi MCP Server
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.