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.
A checklist of what is missing before the account can be opened.
Onboard a ClientCRMBanking & Account Aggregation
Using read-only tools only, review my CRM record and any linked account-aggregation data for <client name>. List what is present and what is still missing to open and fund a new account: identity details, address, funding source, beneficiary designations, risk profile, and required disclosures. Output a table of Item / Status / Where it came from. Do not write, update or send anything. If a required field is missing, say so rather than inferring a value.
Guardrail · Read-only. Confirm with compliance before connecting any system that holds client data.
Funding and transfer-in reconciliation
Confirm the money actually landed and matches expectations.
Onboard a ClientCustody & ClearingBanking & Account Aggregation
Read-only: compare the expected funding for <client name> in CRM against the incoming transfers visible in the custody and account-aggregation tools. Show expected vs. received amounts, dates, account numbers masked to the last four digits, and flag any mismatch or missing transfer. Do not initiate, cancel or modify any transfer or trade. Cite which tool each figure came from so I can spot-check it.
Guardrail · Read-only. Verify figures at the source before they reach a client document.
Read-only: review my P&L and balance sheet for <period> from the accounting system and reconcile them against the bank and account-aggregation feeds for the same period. List items a buyer would question — personal expenses run through the business, uncategorised transactions, owner compensation treatment, one-off items — plus any transaction visible in the bank feed with no matching entry in the books. Output Item / Amount / Where it appears / Why a buyer asks. Do not post, edit or reclassify anything.
Guardrail · Read-only. Any adjustment goes through your accountant, not a chat tool.
