Vendor answers
Does your wealth platform have an MCP server?
Most of the platforms an advisory firm runs on do not publish an MCP server of their own. These pages say what reaches each one today, what it does not reach, and what to settle before you connect anything.
Wealth Platforms
Orion
Vendor-published server
Yes, as of September 14, 2026. Orion publishes its own MCP connector for Claude for Financial Advisors, listed in Anthropic's connector directory, linking Claud
Envestnet
Bridge or gateway route only
As of September 2026, Envestnet does not publish an MCP server. Truthifi is the working route, a hosted read-only bridge that reaches Envestnet accounts over OA
Tamarac
Bridge or gateway route only
As of September 2026, Tamarac does not publish an MCP server, but it is the one platform on this list with two partial routes rather than one.
Addepar
Vendor-published server
Yes, as of September 14, 2026. Addepar publishes its own connector for Claude for Financial Advisors, listed in Anthropic's connector directory, with 15 documen
SS&C Black Diamond
Bridge or gateway route only
SS&C's September 2026 Black Diamond AI release describes connected AI experiences, and external coverage reports a native MCP capability. No public endpoint or
InvestCloud
No MCP route today
No public first-party MCP documentation was found in this review for InvestCloud.
Broadridge
No MCP route today
No public first-party MCP endpoint or setup documentation for Broadridge's wealth platform was found in this review. Its enterprise APIs are not evidence of an
Financial Planning
eMoney
Bridge or gateway route only
As of September 2026, eMoney does not publish an MCP server. Truthifi bridges eMoney accounts read-only over OAuth, which is the only route in this directory to
MoneyGuidePro
Bridge or gateway route only
As of October 13, 2026, we have not found a public first-party MCP server for Envestnet MoneyGuidePro. Truthifi lists MoneyGuidePro among the platforms its read
RightCapital
Bridge or gateway route only
As of October 13, 2026, we have not found a public first-party MCP server for RightCapital. Truthifi lists RightCapital among the platforms its read-only MCP br
CRM
Redtail CRM
Vendor-published server
Redtail has no MCP server under its own name, but its parent does. Orion's first-party connector for Claude for Financial Advisors, launched September 14, 2026,
Advyzon
Bridge or gateway route only
Advyzon does not publish a native MCP server. Zapier's hosted MCP endpoint exposes Advyzon contact and household actions using your own Advyzon connection.
Wealthbox
Vendor-published server
Yes. Wealthbox publishes its own MCP connector, named as a launch partner for Claude for Financial Advisors on September 14, 2026 and listed in Anthropic's conn
NexJ
Vendor-published server
Yes, as of September 21, 2026. NexJ Systems' MCP server is generally available and connects MCP-compatible AI platforms to NexJ's wealth and private banking CRM
Practifi
Vendor-published server
Yes. Practifi's MCP server, called Sentir MCP, is available only inside Sentir, its AI-native CRM launched August 25, 2026, connecting the client data and relat
Salesforce
Official server
Yes. Salesforce publishes hosted MCP servers, generally available per its own April 2026 announcement, exposing CRM objects and workflows including Financial Se
HubSpot
Official server
Yes. HubSpot publishes an official MCP server, documented at developers.hubspot.com/mcp, covering contacts, companies, deals, tickets, engagements, and workflow
Microsoft Dynamics 365 Sales
Official server
Yes. Microsoft publishes an official Dynamics 365 Sales MCP server, documented at learn.microsoft.com, for CRM records, pipeline insights and email drafting, an
AI Notetakers & Meeting Intelligence
Zeplyn
Vendor-published server
Yes, as of September 15, 2026. Zeplyn's MCP server, announced alongside its Agent Studio, gives MCP-compatible AI applications and a firm's own tools governed a
Zocks
Official server
Yes. Zocks publishes an official, read-only MCP server exposing meeting intelligence and client/household context for Claude and ChatGPT, documented in its own
Fireflies.ai
Official server
Yes. Fireflies.ai publishes an official remote MCP server exposing transcripts, meeting metadata, speaker information and summaries to Claude and ChatGPT, with
MeetGeek
Official server
Yes. MeetGeek publishes an official MCP server, available as either a hosted or self-hosted open-source deployment, covering meeting transcripts, summaries, act
Market & Financial Data
TradingView
Vendor-published server
Yes, as of September 16, 2026. TradingView's own MCP server is in public beta at https://mcp.tradingview.com/mcp, giving AI assistants TradingView market data,
Morningstar
Official server
Yes. Morningstar publishes its own MCP server, documented at developer.morningstar.com, exposing analyst research, market analysis, fund holdings, portfolio X-R
FactSet
Official server
Yes. FactSet publishes a first-party MCP endpoint at mcp.factset.com, documented through the FactSet Developer Portal, covering company fundamentals, ownership,
Bloomberg
Official server
Yes. Bloomberg announced Enterprise MCP on September 29, 2026 for licensed Data License Plus content. This directory lists that first-party service separately f
LSEG
Official server
Yes. LSEG documents a managed MCP connection for licensed financial data and analytics, separate from a generic market-data subscription.
S&P Global / Kensho
Official server
Yes. S&P Global's Kensho documents kFinance MCP access to its LLM-Ready API, with authentication tied to provisioned users and content entitlements.
Brokerage & Trade Execution
DriveWealth
Official server
Yes. DriveWealth publishes an official MCP gateway at https://mcp-api.drivewealth.io/mcp reaching its embedded-investing APIs: instruments, accounts, positions
Interactive Brokers
Community-built server
No public first-party MCP documentation for Interactive Brokers was found in this review. The directory has community-built IBKR integrations covering account a
TradeStation
Vendor-published server
Yes. TradeStation Securities publishes an MCP connection for its brokerage platform, described at https://www.tradestation.com/platforms-and-tools/mcp/. The exi
Alpaca
Official server
Yes. Alpaca publishes an MCP server for brokerage, orders and market data, with paper trading available for testing before using a funded account.
Crypto & Digital Assets
Aave
Official server
Yes, as of September 8, 2026. Aave publishes its own MCP server at https://mcp.aave.com, a remote Streamable HTTP server with no authentication whose tools cove
Coinbase
Official server
Yes. Coinbase documents CDP MCP and an AgentKit MCP extension for accessing its developer APIs and on-chain actions. This directory's Coinbase Base / CDP listin
Binance
Vendor-published server
Yes, as a vendor-published endpoint. Binance documents an Agent OS MCP server giving approved AI clients public market data with no auth and OAuth-gated account
CoinStats
Vendor-published server
Yes. CoinStats publishes an MCP server for crypto portfolio tracking and market data, documented at https://github.com/CoinStatsHQ/coinstats-mcp.
Custody & Clearing
Charles Schwab
Vendor-published server
Schwab announced an Advisor Center integration with Claude for Financial Advisors on September 14, 2026. That is a first-party partnership announcement, not a p
Fidelity
Community-built server
No public first-party MCP documentation from Fidelity was found in this review. Two unofficial third-party servers exist: one from Strider Labs covering brokera
Pershing (BNY)
Bridge or gateway route only
As of October 13, 2026, we have not found a public first-party MCP server for BNY Pershing's NetX360/NetXInvestor platforms. Truthifi's own marketing material l
Altruist
No MCP route today
No public first-party MCP documentation was found in this review for Altruist.
Banking & Account Aggregation
Plaid
Official server
Yes. Plaid publishes a remote Dashboard MCP server and a local AI coding toolkit. The Dashboard connection provides production diagnostics, Link conversion anal
Envestnet | Yodlee
Community-built server
No public first-party MCP documentation for Yodlee was found in this review. This directory lists an unofficial, community-built Gradio server for Yodlee-connec
MX Technologies
No MCP route today
No public first-party MCP documentation was found in this review for MX Technologies.
Compliance, Risk & Regulatory
Comply (ComplySci)
Vendor-published server
Yes. Comply announced an agentic compliance platform and MCP server for financial-services workflows, including conversational trade preclearance. The directory
Smarsh
Vendor-published server
Yes. Smarsh announced a first-party MCP server alongside AskSmarsh AI on September 16, 2026 for governed communications-archive access and workflows. No public
Global Relay
No MCP route today
No public first-party MCP documentation for Global Relay was found in this October 13, 2026 review. Its documented archiving APIs are not evidence of an MCP con
Accounting & Tax
QuickBooks Online
Official server
Yes. Intuit publishes an official local MCP server for QuickBooks Online on its own GitHub organization, covering full CRUD across 29 entity types and 11 financ
Xero
Official server
Yes. Xero publishes an official MCP server covering contacts, invoices, bank transactions, reports, payroll and tracking categories, installed locally via npx f
Holistiplan
No MCP route today
No public first-party MCP endpoint or setup guide for Holistiplan was found in this review. Its household and tax-planning API and platform-specific integration
Insurance & Annuities
Verisk
Vendor-published server
Yes, per industry trade coverage. Verisk has two vendor connectors available in Claude: Underwriting Intelligence (ISO Indications) for loss-cost trends and fil
iPipeline
No MCP route today
No public first-party MCP endpoint or setup documentation for iPipeline was found in this review. Its Novera API Hub supports life, annuity and wealth integrati
Zinnia
No MCP route today
No public first-party MCP endpoint or setup documentation for Zinnia was found in this review. Zinnia's life and annuity platform and developer APIs should not
Retirement & Form 5500 Research
PlanTrust
Official server
This directory lists PlanTrust as an official Form 5500 research provider, but no public endpoint or detailed MCP setup guide was independently confirmed in thi
PlanProvider.Pro
Community-built server
This directory lists PlanProvider.Pro as a Community-status route for Form 5500 provider, recordkeeper and TPA research. Public connection details and maintenan
Judy Diamond Associates (FreeERISA)
No MCP route today
As of October 13, 2026, no public MCP server was found for Judy Diamond Associates, despite it being one of the longest-running Form 5500 data providers in the
5500mcp
Official server
Yes. 5500mcp publishes an MCP-native service for U.S. retirement and welfare plan research using Department of Labor Form 5500 filings.
Advisor & Firm Intelligence / Prospecting
AdvizorPro
Official server
Yes. AdvizorPro publishes an official, read-only MCP server exposing its RIA, broker-dealer, family-office and wealth-team contact and firm data through Claude,
FINTRX
Official server
Yes. FINTRX publishes an official MCP server giving real-time access to its RIA, broker-dealer, advisor-team and family-office datasets (780,000-plus reps, 45,0
RelPro
Vendor-published server
Yes. RelPro publishes an MCP connector for its relationship-intelligence database, covering 7 million-plus companies and 150 million-plus decision-makers, inclu
Productivity & Collaboration
Microsoft 365
Official server
Yes. Microsoft publishes pre-certified MCP servers covering Outlook Mail and Calendar, Teams, SharePoint, OneDrive, Word and Dataverse, documented at https://le
Google Workspace
Official server
Yes. Google documents Google-managed MCP servers for Gmail, Drive, Calendar, Docs, Sheets, Slides, Chat and the People API at https://developers.google.com/work
Slack
Official server
Yes. Slack documents its own hosted MCP server with OAuth and workspace-admin approval, at https://docs.slack.dev/ai/slack-mcp-server/connect-to-claude.
Advertising & Marketing Platforms
Google Ads
Official server
Yes. Google publishes an official MCP server for the Google Ads API, documented at https://github.com/googleads/google-ads-mcp, covering account search, resourc
Meta
Official server
Yes. Meta hosts an official remote MCP server for managing Meta ads, documented at https://developers.facebook.com/documentation/ads-commerce/ads-ai-connectors/
FMG
No MCP route today
No public first-party MCP endpoint or setup documentation for FMG was found in this review. Its marketing APIs and native AI features do not establish a general
Snappy Kraken
No MCP route today
No public first-party MCP endpoint or setup documentation for Snappy Kraken was found in this review. Its marketing APIs and native AI features do not establish
Data & Analytics Infrastructure
Snowflake
Official server
Yes. Snowflake documents an official, Snowflake-managed MCP server for governed data access, covering warehouse queries, metadata reads and Cortex-backed agent
Databricks
Official server
Yes. Databricks documents official MCP support for agent frameworks, including hosting custom MCP servers on Databricks and connecting external MCP tools to Uni
Google Cloud (BigQuery)
Official server
Yes. Google Cloud documents an official remote MCP server for BigQuery, covering SQL execution, dataset and table listing, and query results, with IAM-managed a
Directories & Registries
Official MCP Registry
Official server
The Model Context Protocol project operates an official registry at https://registry.modelcontextprotocol.io. It publishes server discovery metadata; the regist
WealthMCP.ai
Official server
Yes. WealthMCP.ai publishes its own public MCP server for discovering wealth-related listings, connection details, Practice Stacks and editorial caveats.
Advisor Content
Bento Engine
Vendor-published server
Yes. Bento Engine announced an MCP layer on October 7, 2026 for its advice-content library and existing firm approval workflows. No public endpoint, setup guide
Trading Central
Vendor-published server
Yes, as of September 21, 2026. Trading Central publishes its own MCP server that delivers its licensed, rights-managed investment research to financial AI agent
Practice Management
Karbon
Vendor-published server
Yes, as of October 26, 2026. Karbon publishes its own MCP server at https://mcp.karbonhq.com, documented in Karbon's own machine-readable site file, and connect
Canopy
No MCP route today
Not yet. As of October 26, 2026 Canopy has no MCP server to connect to: it launched an external API on September 30, 2026 and says it is building an MCP server