wealthmcp.ai
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MCP ServerVendor

Zeplyn's MCP server, announced September 15, 2026 alongside its Agent Studio, gives MCP-compatible AI applications and a firm's proprietary advisor tools governed access to agents built in Agent Studio, plus Zeplyn's client intelligence and a library of 60-plus wealth-specific tools. Zeplyn positions itself as the AI operating system for wealth management: meeting intelligence, client data and custodial integrations such as Schwab sit behind the server, and agents a firm publishes in Agent Studio become reachable from Claude, ChatGPT, Copilot, Slack or in-house tools. Zeplyn says access runs inside its existing governance layer with role-based permissions, audit trails and PII redaction, and that client data is not used for model training.

advisor intelligenceagent studiomeeting intelligencegovernanceclient intelligence
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. More on System servers → All seven roles →

Open documentation →

Caveats

  • No public endpoint or install command published. Zeplyn's announcement and blog describe the MCP server but publish no connection URL or developer documentation, so hosting and connection details are unconfirmed; access appears tied to being a Zeplyn customer. Treat any config snippet not from Zeplyn itself as a guess.
  • Vendor-verified only. The 60-plus tool count, governance claims (role-based access, audit trails, PII redaction) and the no-training pledge come from Zeplyn's own announcement and have not been independently tested.
  • This server fronts the whole Zeplyn platform, not a single feed: client intelligence, meeting records and custodial integrations. The grant is as wide as the data your firm keeps in Zeplyn, so audit it against your firm's data policy rather than tool by tool.
  • Read versus write scope is unstated. Custom agents defined in Agent Studio decide what actions exist, so start with read-only scopes and confirm which agents can act before connecting one to a client-facing workflow.
  • Agent output inherits the quality of whatever the firm configured in Agent Studio. A firm-authored agent is not an independent source; review its instructions and sample output before relying on it in front of clients.
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How to connect Zeplyn 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 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.

Prompts that use this server

Starter prompts from the Practice Stacks that rely on AI Notetakers & Meeting Intelligence.

Draft the meeting agenda

A client-ready agenda you edit and approve.

Client Review Meeting PrepCRMAI Notetakers & Meeting Intelligence

Using read-only CRM notes and prior meeting transcripts for <client name>, draft an agenda for the upcoming review: follow-ups from last time, portfolio review, planning updates, and questions they have raised before. Keep it to one page. Do not send the agenda, create calendar items or update any record, show it to me first.

Guardrail · Draft only. Nothing goes to the client without your review.

Post-meeting follow-up draft

A draft recap and task list from the meeting notes.

Client Review Meeting PrepAI Notetakers & Meeting IntelligenceCRM

Read the meeting transcript or notes for <client name> read-only and draft: (1) a short recap email, (2) a list of action items with owners and dates, (3) suggested CRM notes. Present all three for my approval, do not send the email, create tasks or write to CRM. Flag anything in the transcript that may need supervisory or compliance review.

Guardrail · Draft only. Approve before anything is written back or sent.

Meeting notes to action items

Structured follow-ups from this week's meetings.

Practice ManagementAI Notetakers & Meeting IntelligenceCRM

Read-only: process this week's meeting notes and transcripts and produce action items with owner, due date and the client they relate to, then check each item and each meeting against CRM to show what is already logged and what is missing. Flag anything that looks like a client instruction, a complaint, or a suitability issue for supervisory review, and list meetings captured by the notetaker with no corresponding CRM record. Do not write to CRM, create tasks or send messages.

Guardrail · Draft only. Client instructions must be confirmed through your normal process.

Read the full connection guide →