Vendor-published server
Does Zeplyn have an MCP 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 access to agents built in Agent Studio, plus Zeplyn's client intelligence and a library of 60-plus wealth-specific tools.
The gap is connection detail. Zeplyn publishes no public endpoint or install command, so hosting and connection details are unconfirmed and access appears tied to being a Zeplyn customer. Treat any config snippet not from Zeplyn itself as a guess.
The governance story comes from Zeplyn alone. Role-based permissions, audit trails, PII redaction and the pledge that client data is not used for model training are vendor claims and have not been independently tested.
This server fronts the whole Zeplyn platform, not a single feed: client intelligence, meeting records and custodial integrations such as Schwab. 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, and custom agents defined in Agent Studio decide what actions exist. Start with read-only scopes, confirm which agents can act, and review a firm-authored agent's instructions before relying on it in front of clients.
What works today
Last checked: 2026-09-29
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