Vendor-published server
Does Addepar have an MCP 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 documented read tools covering portfolio data, exposure, performance attribution, ownership graphs, transactions, private fund cash movements and upcoming capital activity.
Access is permission-aware, so answers arrive within each user's existing Addepar permissions, and the connector is gated to Addepar clients: what it reaches depends on your firm's entitlements. Connect through Claude's connector directory by signing in with your Addepar account. We do not reproduce a raw endpoint here because we could not confirm one verbatim.
Everything documented is vendor-verified only: the tool list comes from the connector's directory listing and has not been independently tested. Two things to settle before you connect. Check as-of dates before a number reaches a client, because performance and valuations inherit Addepar's data, including lagged alternative marks. And keep client-side approvals on even though all documented tools read data and none write.
A distinct route exists here. Truthifi's read-only bridge reaches Addepar data through its own connection, which is a third party holding a grant to your Addepar tenant rather than Addepar's own connector. With the vendor's connector available, the bridge is the fallback rather than the default.
What works today
Last checked: 2026-09-29
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