{
  "generated": "2026-10-22",
  "license": "CC BY 4.0",
  "attribution": "wealthtech.dev",
  "count": 11,
  "servers": [
    {
      "$schema": "https://wealthtech.dev/schema/mcp.schema.json",
      "url": "https://wealthtech.dev/mcp/addepar-mcp",
      "title": "Addepar MCP: tools, setup, cost",
      "lastChecked": "2026-10-17",
      "id": "addepar-mcp",
      "name": "Addepar MCP",
      "productIds": [
        "addepar"
      ],
      "kind": "remote-mcp",
      "status": "live",
      "firstSeen": "2026-08-01",
      "endpoint": {
        "value": "https://mcp.addepar.com/",
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://claude.com/marketplace/connectors/addepar",
        "evidence": "https://mcp.addepar.com/",
        "capture": "evidence/mcp-addepar-mcp/claude-com-marketplace-connectors-addepar.txt",
        "note": "Published on the Claude connector listing. developers.addepar.com/docs/welcome (read 2026-10-17) does not mention the MCP server."
      },
      "transport": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "The listing does not state the transport; no Addepar page read does."
      },
      "toolCount": {
        "value": 15,
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://claude.com/marketplace/connectors/addepar",
        "evidence": "search_transaction_query_attributes",
        "capture": "evidence/mcp-addepar-mcp/claude-com-marketplace-connectors-addepar.txt",
        "note": "Counted from the 15 tool names the listing shows; no total is printed."
      },
      "tools": [
        {
          "name": "get_all_entities",
          "readWrite": "read",
          "description": "Lists entities."
        },
        {
          "name": "get_current_user",
          "readWrite": "read",
          "description": "Returns the signed-in user."
        },
        {
          "name": "get_exposure",
          "readWrite": "read",
          "description": "Returns exposure data."
        },
        {
          "name": "get_ownership_graph",
          "readWrite": "read",
          "description": "Returns the ownership structure linking entities."
        },
        {
          "name": "get_performance_attribution",
          "readWrite": "read",
          "description": "Returns performance attribution."
        },
        {
          "name": "get_portfolio_attribute_metadata",
          "readWrite": "read",
          "description": "Returns metadata about portfolio attributes."
        },
        {
          "name": "get_portfolio_data",
          "readWrite": "read",
          "description": "Returns portfolio data."
        },
        {
          "name": "get_private_fund_cash_movements",
          "readWrite": "read",
          "description": "Returns private fund cash movements."
        },
        {
          "name": "get_transaction_attribute_metadata",
          "readWrite": "read",
          "description": "Returns metadata about transaction attributes."
        },
        {
          "name": "get_transactions",
          "readWrite": "read",
          "description": "Returns transactions."
        },
        {
          "name": "get_upcoming_private_fund_capital_activity",
          "readWrite": "read",
          "description": "Returns upcoming private fund capital activity."
        },
        {
          "name": "search_addepar_product_docs",
          "readWrite": "read",
          "description": "Searches Addepar product documentation."
        },
        {
          "name": "search_entities",
          "readWrite": "read",
          "description": "Searches entities."
        },
        {
          "name": "search_portfolio_query_attributes",
          "readWrite": "read",
          "description": "Searches portfolio query attributes."
        },
        {
          "name": "search_transaction_query_attributes",
          "readWrite": "read",
          "description": "Searches transaction query attributes."
        }
      ],
      "scope": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "The listing shows only get_* and search_* tools but does not state a scope label, so no scope value is recorded."
      },
      "auth": {
        "value": "Authenticate with your Addepar account; no API keys",
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://claude.com/marketplace/connectors/addepar",
        "evidence": "Simply authenticate with your Addepar account. No API keys or manual configuration required.",
        "capture": "evidence/mcp-addepar-mcp/claude-com-marketplace-connectors-addepar.txt",
        "note": "The listing also says 'Permission aware access helps limit the information retrieved to what each user is authorized to see.'"
      },
      "enablement": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "The listing does not say who enables the connector or where."
      },
      "price": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "No price appears on the listing."
      },
      "listings": [
        {
          "value": "claude.com Connectors",
          "state": "third",
          "checked": "2026-10-17",
          "source": "registry",
          "url": "https://claude.com/marketplace/connectors/addepar",
          "evidence": "Bring Addepar portfolio intelligence into Claude",
          "capture": "evidence/mcp-addepar-mcp/claude-com-marketplace-connectors-addepar.txt",
          "note": "Listing says 'Made by Addepar' and 'Added August 2026'. Official MCP registry search for 'addepar' returned no servers."
        }
      ],
      "summary": "Addepar's MCP connector for Claude is listed at https://mcp.addepar.com/ with 15 tools covering portfolio data, transactions, ownership and private fund activity. Users authenticate with their Addepar account, and the listing says no API keys are needed.",
      "license": "CC BY 4.0",
      "attribution": "wealthtech.dev"
    },
    {
      "$schema": "https://wealthtech.dev/schema/mcp.schema.json",
      "url": "https://wealthtech.dev/mcp/black-diamond-mcp",
      "title": "Black Diamond connector (MCP): tools, setup, cost",
      "lastChecked": "2026-10-17",
      "id": "black-diamond-mcp",
      "name": "Black Diamond connector (MCP)",
      "productIds": [
        "black-diamond"
      ],
      "kind": "remote-mcp",
      "status": "live",
      "firstSeen": "2026-09-01",
      "endpoint": {
        "value": "https://bd3.bdreporting.com/mcp",
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://claude.com/marketplace/connectors/black-diamond",
        "evidence": "https://bd3.bdreporting.com/mcp",
        "capture": "evidence/mcp-black-diamond-mcp/claude-com-marketplace-connectors-black-diamond.txt",
        "note": "Published on the Claude connector listing; no SS&C Black Diamond page read states it."
      },
      "transport": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "Not stated on the listing."
      },
      "toolCount": {
        "value": 6,
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://claude.com/marketplace/connectors/black-diamond",
        "evidence": "blackdiamond_search_tools",
        "capture": "evidence/mcp-black-diamond-mcp/claude-com-marketplace-connectors-black-diamond.txt",
        "note": "Counted from the 6 tool names shown. Two are generic (ask_data_warehouse, invoke_tool), so the 6 do not list every action the connector can perform."
      },
      "tools": [
        {
          "name": "blackdiamond_ask_data_warehouse",
          "readWrite": "unknown",
          "description": "Asks a question of Black Diamond's data warehouse."
        },
        {
          "name": "blackdiamond_get_navigation_links",
          "readWrite": "read",
          "description": "Returns links to screens in Black Diamond."
        },
        {
          "name": "blackdiamond_get_user_context",
          "readWrite": "read",
          "description": "Returns context about the signed-in user."
        },
        {
          "name": "blackdiamond_invoke_tool",
          "readWrite": "unknown",
          "description": "Runs another Black Diamond tool by name."
        },
        {
          "name": "blackdiamond_search_help_documentation",
          "readWrite": "read",
          "description": "Searches Black Diamond help documentation."
        },
        {
          "name": "blackdiamond_search_tools",
          "readWrite": "read",
          "description": "Searches the available Black Diamond tools."
        }
      ],
      "scope": {
        "value": "read-write",
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://claude.com/marketplace/connectors/black-diamond",
        "evidence": "launch rebalance sessions",
        "capture": "evidence/mcp-black-diamond-mcp/claude-com-marketplace-connectors-black-diamond.txt",
        "note": "Listing text says the connector can 'launch rebalance sessions, and run client reports on demand'."
      },
      "auth": {
        "value": "Sign-in required (method not stated)",
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://claude.com/marketplace/connectors/black-diamond",
        "evidence": "Sign-in Required",
        "capture": "evidence/mcp-black-diamond-mcp/claude-com-marketplace-connectors-black-diamond.txt",
        "note": "Protocol not stated."
      },
      "enablement": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "Not stated on the listing."
      },
      "price": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "No price appears on the listing."
      },
      "listings": [
        {
          "value": "claude.com Connectors",
          "state": "third",
          "checked": "2026-10-17",
          "source": "registry",
          "url": "https://claude.com/marketplace/connectors/black-diamond",
          "evidence": "Client, portfolio, and performance data for advisors",
          "capture": "evidence/mcp-black-diamond-mcp/claude-com-marketplace-connectors-black-diamond.txt",
          "note": "Listing says 'Made by SS&C Black Diamond' and 'Added September 2026'. A vendor page for the connector was not found: sscinc.com returned 403 and sscblackdiamond.com guesses returned 404. Official MCP registry search returned no servers."
        }
      ],
      "summary": "SS&C Black Diamond's connector for Claude is listed at https://bd3.bdreporting.com/mcp with six tools, including a data-warehouse query tool and a generic tool runner. The listing says sign-in is required and that the connector can launch rebalance sessions.",
      "license": "CC BY 4.0",
      "attribution": "wealthtech.dev"
    },
    {
      "$schema": "https://wealthtech.dev/schema/mcp.schema.json",
      "url": "https://wealthtech.dev/mcp/conquest-mcp",
      "title": "Conquest MCP Server: tools, setup, cost",
      "lastChecked": "2026-10-17",
      "id": "conquest-mcp",
      "name": "Conquest MCP Server",
      "productIds": [
        "conquest-planning"
      ],
      "kind": "remote-mcp",
      "status": "announced",
      "firstSeen": "2026-10-17",
      "endpoint": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "Conquest's MCP page publishes no endpoint URL; claude.com/marketplace/connectors/conquest and /conquest-planning returned 404. The status \"announced\" here means only that no public endpoint was found; Conquest's page says the server is available to configure for eligible firms."
      },
      "transport": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "Not stated on the Conquest page."
      },
      "toolCount": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "No tool list is published on the page."
      },
      "tools": [],
      "scope": {
        "value": "read-write",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://conquestplanning.com/solutions/mcp",
        "evidence": "manage strategies on a plan, including reviewing, applying, modifying and removing them through a connected AI tool",
        "capture": "evidence/mcp-conquest-mcp/conquestplanning-com-solutions-mcp.txt",
        "note": "The page says advisors can also retrieve live plan data."
      },
      "auth": {
        "value": "Authenticated connection that a firm opts into; access granted at firm level or limited to specific users",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://conquestplanning.com/solutions/mcp",
        "evidence": "every connection is authenticated before any plan data is shared",
        "capture": "evidence/mcp-conquest-mcp/conquestplanning-com-solutions-mcp.txt",
        "note": "The auth protocol is not stated."
      },
      "enablement": {
        "value": "Configured for eligible firms through a setup and agreement with the Conquest team",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://conquestplanning.com/solutions/mcp",
        "evidence": "turning it on involves a short setup and agreement with your Conquest team",
        "capture": "evidence/mcp-conquest-mcp/conquestplanning-com-solutions-mcp.txt",
        "note": null
      },
      "price": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "No price appears on the page."
      },
      "listings": [
        {
          "value": "Conquest MCP page",
          "state": "verified",
          "checked": "2026-10-17",
          "source": "vendor",
          "url": "https://conquestplanning.com/solutions/mcp",
          "evidence": "The MCP Server is available to configure for eligible firms.",
          "capture": "evidence/mcp-conquest-mcp/conquestplanning-com-solutions-mcp.txt",
          "note": "The page names Claude, ChatGPT and Microsoft Copilot as compatible assistants. The page has no date, so firstSeen is the capture date (2026-10-17)."
        }
      ],
      "summary": "Conquest Planning describes an MCP server that lets Claude, ChatGPT and Microsoft Copilot read live plan data and manage strategies on a plan. It is configured for eligible firms through an agreement with Conquest, and no endpoint is published.",
      "license": "CC BY 4.0",
      "attribution": "wealthtech.dev"
    },
    {
      "$schema": "https://wealthtech.dev/schema/mcp.schema.json",
      "url": "https://wealthtech.dev/mcp/envestnet-connector",
      "title": "Envestnet connector (Tamarac and MoneyGuide): tools, setup, cost",
      "lastChecked": "2026-10-17",
      "id": "envestnet-connector",
      "name": "Envestnet connector (Tamarac and MoneyGuide)",
      "productIds": [
        "moneyguide",
        "envestnet-tamarac"
      ],
      "kind": "vendor-connector",
      "status": "announced",
      "firstSeen": "2026-09-14",
      "endpoint": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "No endpoint found. claude.com/marketplace/connectors guesses for envestnet, tamarac and envestnet-tamarac returned 404; envestnet.com/ai and /claude returned 404. The status \"announced\" here means only that no public endpoint was found."
      },
      "transport": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "Not stated on any page read."
      },
      "toolCount": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "No listing with a tool list was found."
      },
      "tools": [],
      "scope": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "Anthropic's post describes summarizing Tamarac accounts and households and a MoneyGuide plan snapshot; no scope label is stated."
      },
      "auth": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "Not stated on any page read."
      },
      "enablement": {
        "value": "Chosen by the advisor during the Claude for Financial Advisors plugin's guided setup",
        "state": "third",
        "checked": "2026-10-17",
        "source": "third",
        "url": "https://claude.com/resources/articles/claude-for-financial-advisors",
        "evidence": "advisors choose which of these to connect during guided setup",
        "capture": "evidence/mcp-envestnet-connector/claude-com-resources-articles-claude-for-financial-advisors.txt",
        "note": "Anthropic's post names Envestnet among the partners the plugin works with. Any approval inside a firm, any agreement and the price are not stated, and no public endpoint was found."
      },
      "price": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "Not stated on any page read."
      },
      "listings": [
        {
          "value": "Anthropic announcement",
          "state": "third",
          "checked": "2026-10-17",
          "source": "third",
          "url": "https://claude.com/resources/articles/claude-for-financial-advisors",
          "evidence": "Envestnet lets advisors summarize Tamarac accounts and households in natural language, with a financial plan snapshot from MoneyGuide.",
          "capture": "evidence/mcp-envestnet-connector/claude-com-resources-articles-claude-for-financial-advisors.txt",
          "note": "Anthropic's 2026-09-14 post; it also lists Envestnet among partners the Claude for Financial Advisors plugin works with. Whether the connector is MCP-based is not stated on this page."
        }
      ],
      "summary": "Anthropic's September 14, 2026 announcement says an Envestnet connector lets advisors summarize Tamarac accounts and households and see a MoneyGuide plan snapshot. No endpoint, tool list or authentication detail was found on any public page read. Anthropic's post says advisors choose which partners to connect during the Claude for Financial Advisors plugin's guided setup.",
      "license": "CC BY 4.0",
      "attribution": "wealthtech.dev"
    },
    {
      "$schema": "https://wealthtech.dev/schema/mcp.schema.json",
      "url": "https://wealthtech.dev/mcp/finicity-agent-toolkit",
      "title": "Mastercard Developers Agent Toolkit (MCP): tools, setup, cost",
      "lastChecked": "2026-10-17",
      "id": "finicity-agent-toolkit",
      "name": "Mastercard Developers Agent Toolkit (MCP)",
      "productIds": [
        "finicity"
      ],
      "kind": "developer-tooling-mcp",
      "status": "live",
      "firstSeen": "2026-03-25",
      "endpoint": {
        "value": "https://developer.mcp.mastercard.com",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://developer.mastercard.com/platform/documentation/agent-toolkit/",
        "evidence": "claude mcp add --transport http mastercard-developers https://developer.mcp.mastercard.com",
        "capture": "evidence/mcp-finicity-agent-toolkit/developer-mastercard-com-platform-documentation-agent-toolkit.txt",
        "note": "A hosted remote option; a local stdio option via @mastercard/developers-mcp also exists."
      },
      "transport": {
        "value": "http",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://developer.mastercard.com/platform/documentation/agent-toolkit/",
        "evidence": "claude mcp add --transport http mastercard-developers",
        "capture": "evidence/mcp-finicity-agent-toolkit/developer-mastercard-com-platform-documentation-agent-toolkit.txt",
        "note": "The page gives the flag 'http' and does not use the words 'Streamable HTTP'. The SDK page says the local server runs over stdio."
      },
      "toolCount": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "The pages read do not give a tool count. The install page names a get-services-list tool that is disabled when a service or API specification is set."
      },
      "tools": [],
      "scope": {
        "value": "documentation-and-specs",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://developer.mastercard.com/platform/documentation/agent-toolkit/",
        "evidence": "exposes product docs, API specs, and guides on Mastercard Developers as structured tools",
        "capture": "evidence/mcp-finicity-agent-toolkit/developer-mastercard-com-platform-documentation-agent-toolkit.txt",
        "note": "The page describes docs, API specs and guides on Mastercard Developers and describes no customer data. It covers all of Mastercard Developers; the SDK page FAQ says 'This MCP is exclusively for Mastercard Developers.'"
      },
      "auth": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "The install commands on the pages read show no credentials, but no page states an authentication requirement either way."
      },
      "enablement": {
        "value": "Self-serve: add the server URL in an MCP client, or run the npm package locally",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://developer.mastercard.com/platform/documentation/agent-toolkit/",
        "evidence": "Remote (recommended): The remote option is easier to set up, requires minimal configuration",
        "capture": "evidence/mcp-finicity-agent-toolkit/developer-mastercard-com-platform-documentation-agent-toolkit.txt",
        "note": null
      },
      "price": {
        "value": "Free",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://developer.mastercard.com/platform/documentation/agent-toolkit/install-mcp-sdk/",
        "evidence": "The MCP toolkit is completely free to use.",
        "capture": "evidence/mcp-finicity-agent-toolkit/developer-mastercard-com-platform-documentation-agent-toolkit-install-mcp-sdk.txt",
        "note": null
      },
      "listings": [
        {
          "value": "Mastercard Open Finance US documentation",
          "state": "verified",
          "checked": "2026-10-17",
          "source": "vendor",
          "url": "https://developer.mastercard.com/open-finance-us/documentation/",
          "evidence": "Mastercard Developers Agent Toolkit (MCP server & SDK)",
          "capture": "evidence/mcp-finicity-agent-toolkit/developer-mastercard-com-open-finance-us-documentation.txt",
          "note": "The Open Finance US page, which says 'Open Finance solutions in the United States are provided by Finicity, a Mastercard company', links to the toolkit under 'For AI coding agents'."
        },
        {
          "value": "Official MCP registry",
          "state": "third",
          "checked": "2026-10-17",
          "source": "registry",
          "url": "https://registry.modelcontextprotocol.io/v0/servers?search=mastercard&limit=10",
          "evidence": "\"publishedAt\":\"2026-03-25",
          "capture": "evidence/mcp-finicity-agent-toolkit/registry-modelcontextprotocol-io-v0-servers-search-mastercard-limit-10.txt",
          "note": "Registry entry io.github.Mastercard/developers-mcp lists an npm stdio package, @mastercard/developers-mcp."
        }
      ],
      "summary": "Mastercard's Developers Agent Toolkit is a free MCP server that serves Mastercard developer documentation and API specs to AI coding tools, including the Open Finance US (Finicity) docs. It has a hosted remote option at https://developer.mcp.mastercard.com and a local stdio option; Mastercard describes its tools as exposing developer docs, API specs and guides.",
      "license": "CC BY 4.0",
      "attribution": "wealthtech.dev"
    },
    {
      "$schema": "https://wealthtech.dev/schema/mcp.schema.json",
      "url": "https://wealthtech.dev/mcp/milemarker-mcp",
      "title": "Milemarker MCP Server: tools, setup, cost",
      "lastChecked": "2026-10-17",
      "id": "milemarker-mcp",
      "name": "Milemarker MCP Server",
      "productIds": [
        "milemarker"
      ],
      "kind": "remote-mcp",
      "status": "live",
      "firstSeen": "2026-08-23",
      "endpoint": {
        "value": "https://mcp.milemarker.co/mcp",
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://registry.modelcontextprotocol.io/v0/servers?search=milemarker&limit=10",
        "evidence": "https://mcp.milemarker.co/mcp",
        "capture": "evidence/mcp-milemarker/registry-modelcontextprotocol-io-v0-servers-search-milemarker-limit-10.txt",
        "note": "From the official MCP registry entry co.milemarker.lp/mcp (published 2026-08-23). A second entry, co.milemarker/mcp, lists https://mcp.milemarker.co."
      },
      "transport": {
        "value": "streamable-http",
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://registry.modelcontextprotocol.io/v0/servers?search=milemarker&limit=10",
        "evidence": "\"type\":\"streamable-http\"",
        "capture": "evidence/mcp-milemarker/registry-modelcontextprotocol-io-v0-servers-search-milemarker-limit-10.txt",
        "note": null
      },
      "toolCount": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "No tool list or count appears on the registry entry or the Milemarker MCP page."
      },
      "tools": [],
      "scope": {
        "value": "Query data, deploy dashboards, build workflows, manage users",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://www.milemarker.co/data-engine/mcp",
        "evidence": "Query data, deploy dashboards, build workflows, manage users, build unique solutions and run projects in plain conversation.",
        "capture": "evidence/mcp-milemarker/www-milemarker-co-data-engine-mcp.txt",
        "note": "Not a formal scope label; the page describes read and write actions."
      },
      "auth": {
        "value": "Bearer token; tenant-scoped API key",
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://registry.modelcontextprotocol.io/v0/servers?search=milemarker&limit=10",
        "evidence": "Bearer token. Tenant-scoped API key",
        "capture": "evidence/mcp-milemarker/registry-modelcontextprotocol-io-v0-servers-search-milemarker-limit-10.txt",
        "note": "Registry header description says the key comes from Milemarker platform settings or the implementation team."
      },
      "enablement": {
        "value": "Access is requested from Milemarker",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://www.milemarker.co/data-engine/mcp",
        "evidence": "Request Access",
        "capture": "evidence/mcp-milemarker/www-milemarker-co-data-engine-mcp.txt",
        "note": "The page has a 'Request Access' button and no further enablement detail."
      },
      "price": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "No price appears on the Milemarker MCP page."
      },
      "listings": [
        {
          "value": "Official MCP registry",
          "state": "third",
          "checked": "2026-10-17",
          "source": "registry",
          "url": "https://registry.modelcontextprotocol.io/v0/servers?search=milemarker&limit=10",
          "evidence": "AI-native interface to Milemarker: query AUM & positions, manage advisors, run platform workflows.",
          "capture": "evidence/mcp-milemarker/registry-modelcontextprotocol-io-v0-servers-search-milemarker-limit-10.txt",
          "note": "Registry status 'active', published 2026-08-23."
        },
        {
          "value": "Milemarker MCP page",
          "state": "verified",
          "checked": "2026-10-17",
          "source": "vendor",
          "url": "https://www.milemarker.co/data-engine/mcp",
          "evidence": "Connect your AI assistant — Claude, ChatGPT, Codex, or Gemini — directly to your Milemarker platform.",
          "capture": "evidence/mcp-milemarker/www-milemarker-co-data-engine-mcp.txt",
          "note": null
        }
      ],
      "summary": "Milemarker publishes a remote MCP server at https://mcp.milemarker.co/mcp over Streamable HTTP, listed in the official MCP registry since August 23, 2026. The registry says it authenticates with a tenant-scoped API key sent as a bearer token.",
      "license": "CC BY 4.0",
      "attribution": "wealthtech.dev"
    },
    {
      "$schema": "https://wealthtech.dev/schema/mcp.schema.json",
      "url": "https://wealthtech.dev/mcp/morningstar-mcp",
      "title": "Morningstar MCP Server: tools, setup, cost",
      "lastChecked": "2026-10-17",
      "id": "morningstar-mcp",
      "name": "Morningstar MCP Server",
      "productIds": [
        "morningstar"
      ],
      "kind": "remote-mcp",
      "status": "live",
      "firstSeen": "2025-11-01",
      "endpoint": {
        "value": "https://mcp.morningstar.com/mcp",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md",
        "evidence": "MCP endpoint: https://mcp.morningstar.com/mcp",
        "capture": "evidence/mcp-morningstar-mcp/developer-morningstar-com-content-documentation-morningstar-ai-integrations-morn-dc7acbbc.txt",
        "note": null
      },
      "transport": {
        "value": "streamable-http",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md",
        "evidence": "using any standard MCP client over Streamable HTTP",
        "capture": "evidence/mcp-morningstar-mcp/developer-morningstar-com-content-documentation-morningstar-ai-integrations-morn-dc7acbbc.txt",
        "note": null
      },
      "toolCount": {
        "value": 7,
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md",
        "evidence": "The Morningstar MCP Server currently exposes the following tools:",
        "capture": "evidence/mcp-morningstar-mcp/developer-morningstar-com-content-documentation-morningstar-ai-integrations-morn-dc7acbbc.txt",
        "note": "Counted from the 7 rows in the vendor's tool table. The Claude listing shows 6 (no morningstar-portfolio-analysis-tool); the vendor page wins."
      },
      "tools": [
        {
          "name": "morningstar-analyst-research-tool",
          "readWrite": "read",
          "description": "Returns relevant portions of Morningstar analyst and quantitative investment reports."
        },
        {
          "name": "morningstar-articles-tool",
          "readWrite": "read",
          "description": "Returns relevant portions of articles, news and commentary from Morningstar products."
        },
        {
          "name": "morningstar-data-tool",
          "readWrite": "read",
          "description": "Retrieves Morningstar data for global mutual funds, ETFs and stocks."
        },
        {
          "name": "morningstar-fund-holdings-tool",
          "readWrite": "read",
          "description": "Retrieves top holdings for a list of mutual funds or ETFs."
        },
        {
          "name": "morningstar-id-lookup-tool",
          "readWrite": "read",
          "description": "Identifies the investments and data points a question refers to, for hand-off to other tools."
        },
        {
          "name": "morningstar-portfolio-analysis-tool",
          "readWrite": "read",
          "description": "Analyzes a portfolio or fund with the X-Ray method: allocation, sector, region, style, risk and return."
        },
        {
          "name": "morningstar-screener-tool",
          "readWrite": "read",
          "description": "Returns investments that match given criteria."
        }
      ],
      "scope": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "Morningstar's page describes the tools as returning research, data, holdings and screens but does not state a scope label."
      },
      "auth": {
        "value": "Bearer token from Morningstar's Authentication API for programmatic clients; users sign in with Morningstar credentials in apps",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md",
        "evidence": "Bearer <bearer_token_obtained_from_auth_api>",
        "capture": "evidence/mcp-morningstar-mcp/developer-morningstar-com-content-documentation-morningstar-ai-integrations-morn-dc7acbbc.txt",
        "note": "Page also says 'Authenticate using your Morningstar credentials.' for the Claude user flow."
      },
      "enablement": {
        "value": "Requires a licensed Morningstar account; a Claude for Enterprise administrator can add it as a custom connector",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md",
        "evidence": "A licensed Morningstar account is required to connect and use the server.",
        "capture": "evidence/mcp-morningstar-mcp/developer-morningstar-com-content-documentation-morningstar-ai-integrations-morn-dc7acbbc.txt",
        "note": "The page says the administrator of a Claude for Enterprise account can add Morningstar as a custom connector."
      },
      "price": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "Morningstar's page says to contact an account representative about licensing and gives no price."
      },
      "listings": [
        {
          "value": "claude.com Connectors",
          "state": "third",
          "checked": "2026-10-17",
          "source": "registry",
          "url": "https://claude.com/marketplace/connectors/morningstar",
          "evidence": "Up-to-date investment and market insights",
          "capture": "evidence/mcp-morningstar-mcp/claude-com-marketplace-connectors-morningstar.txt",
          "note": "Listing says 'Made by Morningstar' and 'Added November 2025'; it shows 6 tools."
        }
      ],
      "summary": "Morningstar's MCP server is at https://mcp.morningstar.com/mcp over Streamable HTTP and exposes seven tools for research, data, holdings, portfolio analysis and screening. A licensed Morningstar account is required, and programmatic clients send a bearer token from Morningstar's Authentication API.",
      "license": "CC BY 4.0",
      "attribution": "wealthtech.dev"
    },
    {
      "$schema": "https://wealthtech.dev/schema/mcp.schema.json",
      "url": "https://wealthtech.dev/mcp/orion-denali",
      "title": "Orion Connector for Claude (Denali Gateway MCP): tools, setup, cost",
      "lastChecked": "2026-10-17",
      "id": "orion-denali",
      "name": "Orion Connector for Claude (Denali Gateway MCP)",
      "productIds": [
        "orion",
        "redtail"
      ],
      "kind": "remote-mcp",
      "status": "live",
      "firstSeen": "2026-08-01",
      "endpoint": {
        "value": "https://gateway.oriondenali.ai/mcp",
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://claude.com/marketplace/connectors/orion-advisor-solutions",
        "evidence": "https://gateway.oriondenali.ai/mcp",
        "capture": "evidence/mcp-orion-denali/claude-com-marketplace-connectors-orion-advisor-solutions.txt",
        "note": "Published on the Claude connector listing; Orion's own connector page read does not print the URL."
      },
      "transport": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "Neither the listing nor Orion's connector page states the transport."
      },
      "toolCount": {
        "value": 19,
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://claude.com/marketplace/connectors/orion-advisor-solutions",
        "evidence": "redtail_search_opportunities",
        "capture": "evidence/mcp-orion-denali/claude-com-marketplace-connectors-orion-advisor-solutions.txt",
        "note": "Counted from the 19 tool names the listing shows; the listing does not print a total."
      },
      "tools": [
        {
          "name": "orion_connect_generate_report_rb3",
          "readWrite": "unknown",
          "description": "Generates a report in Orion Connect."
        },
        {
          "name": "orion_connect_get_current_value",
          "readWrite": "read",
          "description": "Gets the current value of an account or household."
        },
        {
          "name": "orion_connect_get_household_address",
          "readWrite": "read",
          "description": "Gets a household's address."
        },
        {
          "name": "orion_connect_get_report_parameters",
          "readWrite": "read",
          "description": "Gets the parameters a report accepts."
        },
        {
          "name": "orion_connect_list_household_accounts",
          "readWrite": "read",
          "description": "Lists the accounts in a household."
        },
        {
          "name": "orion_connect_list_reports",
          "readWrite": "read",
          "description": "Lists available reports."
        },
        {
          "name": "orion_connect_lookup_account_owner",
          "readWrite": "read",
          "description": "Looks up who owns an account."
        },
        {
          "name": "orion_connect_search_accounts",
          "readWrite": "read",
          "description": "Searches accounts."
        },
        {
          "name": "orion_connect_search_households",
          "readWrite": "read",
          "description": "Searches households."
        },
        {
          "name": "redtail_add_activity",
          "readWrite": "write",
          "description": "Adds an activity in Redtail."
        },
        {
          "name": "redtail_add_opportunity",
          "readWrite": "write",
          "description": "Adds an opportunity in Redtail."
        },
        {
          "name": "redtail_create_note",
          "readWrite": "write",
          "description": "Creates a note in Redtail."
        },
        {
          "name": "redtail_get_activity",
          "readWrite": "read",
          "description": "Gets an activity."
        },
        {
          "name": "redtail_get_contact",
          "readWrite": "read",
          "description": "Gets a contact."
        },
        {
          "name": "redtail_list_activity_reference_data",
          "readWrite": "read",
          "description": "Lists activity reference values."
        },
        {
          "name": "redtail_list_opportunity_reference_data",
          "readWrite": "read",
          "description": "Lists opportunity reference values."
        },
        {
          "name": "redtail_search_activities",
          "readWrite": "read",
          "description": "Searches activities."
        },
        {
          "name": "redtail_search_contacts",
          "readWrite": "read",
          "description": "Searches contacts."
        },
        {
          "name": "redtail_search_opportunities",
          "readWrite": "read",
          "description": "Searches opportunities."
        }
      ],
      "scope": {
        "value": "read-write",
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://claude.com/marketplace/connectors/orion-advisor-solutions",
        "evidence": "redtail_add_activity",
        "capture": "evidence/mcp-orion-denali/claude-com-marketplace-connectors-orion-advisor-solutions.txt",
        "note": "Inferred from tool names on the listing (redtail_add_activity, redtail_add_opportunity, redtail_create_note); no page states a scope label."
      },
      "auth": {
        "value": "Sign-in required; operates under each user's existing Orion Connect and Redtail permissions",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://www.orion.com/advisor-tech/orion-connector-for-claude",
        "evidence": "The connector operates using each user's existing Orion Connect and Redtail permissions and does not create additional access to data.",
        "capture": "evidence/mcp-orion-denali/orion-com-advisor-tech-orion-connector-for-claude.txt",
        "note": "The listing also shows 'Sign-in Required'."
      },
      "enablement": {
        "value": "Not enabled by default; a firm's designated technical administrator enables it in the Orion Denali Gateway Portal",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://www.orion.com/advisor-tech/orion-connector-for-claude",
        "evidence": "Access requires a deliberate action by a firm's designated technical administrator through the Orion Denali Gateway Portal.",
        "capture": "evidence/mcp-orion-denali/orion-com-advisor-tech-orion-connector-for-claude.txt",
        "note": null
      },
      "price": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "Orion's connector page has a 'How much does it cost?' FAQ item whose answer is collapsed and not in the rendered page text. docs/research/03 gives $15/user/month for Redtail MCP; that figure was not reproduced on the page as captured."
      },
      "listings": [
        {
          "value": "claude.com Connectors",
          "state": "third",
          "checked": "2026-10-17",
          "source": "registry",
          "url": "https://claude.com/marketplace/connectors/orion-advisor-solutions",
          "evidence": "Bring Orion Connect portfolio data and Redtail CRM together in Claude",
          "capture": "evidence/mcp-orion-denali/claude-com-marketplace-connectors-orion-advisor-solutions.txt",
          "note": "Listing says 'Made by Orion' and 'Added August 2026'."
        },
        {
          "value": "Orion connector page",
          "state": "verified",
          "checked": "2026-10-17",
          "source": "vendor",
          "url": "https://www.orion.com/advisor-tech/orion-connector-for-claude",
          "evidence": "Available in Anthropic's Claude connector directory now.",
          "capture": "evidence/mcp-orion-denali/orion-com-advisor-tech-orion-connector-for-claude.txt",
          "note": "Vendor's own page; offers 'Request Connector Access' and refers to a February 2026 Orion and Anthropic collaboration announcement."
        }
      ],
      "summary": "Orion's connector links Claude to Orion Connect portfolio data and Redtail CRM through a gateway at https://gateway.oriondenali.ai/mcp. It is off by default: a firm's technical administrator must enable it in the Orion Denali Gateway Portal, and it uses each user's existing Orion Connect and Redtail permissions.",
      "license": "CC BY 4.0",
      "attribution": "wealthtech.dev"
    },
    {
      "$schema": "https://wealthtech.dev/schema/mcp.schema.json",
      "url": "https://wealthtech.dev/mcp/plaid-dashboard-mcp",
      "title": "Plaid Dashboard MCP server: tools, setup, cost",
      "lastChecked": "2026-10-17",
      "id": "plaid-dashboard-mcp",
      "name": "Plaid Dashboard MCP server",
      "productIds": [
        "plaid-investments"
      ],
      "kind": "developer-tooling-mcp",
      "status": "live",
      "firstSeen": "2025-11-01",
      "endpoint": {
        "value": "https://api.dashboard.plaid.com/mcp/",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://plaid.com/docs/resources/mcp/",
        "evidence": "The Dashboard MCP server is available at https://api.dashboard.plaid.com/mcp/ and uses the Streamable HTTP protocol.",
        "capture": "evidence/mcp-plaid-dashboard-mcp/plaid-com-docs-resources-mcp.txt",
        "note": "The Claude listing shows a different connector URL, https://api.dashboard.plaid.com/mcp/sse; Plaid's docs page wins."
      },
      "transport": {
        "value": "streamable-http",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://plaid.com/docs/resources/mcp/",
        "evidence": "uses the Streamable HTTP protocol",
        "capture": "evidence/mcp-plaid-dashboard-mcp/plaid-com-docs-resources-mcp.txt",
        "note": null
      },
      "toolCount": {
        "value": 5,
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://plaid.com/docs/resources/mcp/",
        "evidence": "The Dashboard MCP server currently supports the following tools:",
        "capture": "evidence/mcp-plaid-dashboard-mcp/plaid-com-docs-resources-mcp.txt",
        "note": "Counted from the 5 rows in Plaid's tool table. The Claude listing shows 4 (no plaid_get_tools_introduction)."
      },
      "tools": [
        {
          "name": "plaid_debug_item",
          "readWrite": "read",
          "description": "Diagnoses a Plaid Item using related metadata."
        },
        {
          "name": "plaid_get_link_analytics",
          "readWrite": "read",
          "description": "Returns Link funnel, conversion and error metrics."
        },
        {
          "name": "plaid_get_tools_introduction",
          "readWrite": "read",
          "description": "Returns usage guidance for the Dashboard MCP tools."
        },
        {
          "name": "plaid_get_usages",
          "readWrite": "read",
          "description": "Returns product usage metrics and API request volumes."
        },
        {
          "name": "plaid_list_teams",
          "readWrite": "read",
          "description": "Lists teams available to the OAuth token."
        }
      ],
      "scope": {
        "value": "diagnostics-only",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://plaid.com/docs/resources/mcp/",
        "evidence": "It provides Production diagnostics and analytics tools, including tools for debugging Items, reviewing Link conversion data, and checking usage metrics.",
        "capture": "evidence/mcp-plaid-dashboard-mcp/plaid-com-docs-resources-mcp.txt",
        "note": "The server serves Plaid account diagnostics, not end-user investment data."
      },
      "auth": {
        "value": "OAuth token with the mcp:dashboard scope via the client_credentials grant; sent as a bearer token",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://plaid.com/docs/resources/mcp/",
        "evidence": "create an OAuth token with the mcp:dashboard scope and the client_credentials grant type",
        "capture": "evidence/mcp-plaid-dashboard-mcp/plaid-com-docs-resources-mcp.txt",
        "note": "Access tokens expire after 15 minutes."
      },
      "enablement": {
        "value": "Production access with at least one Plaid product is required; Production data only",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://plaid.com/docs/resources/mcp/",
        "evidence": "Your team must be approved for Production access with at least one Plaid product to use the MCP server.",
        "capture": "evidence/mcp-plaid-dashboard-mcp/plaid-com-docs-resources-mcp.txt",
        "note": "Plaid also says: 'The Dashboard MCP server is under active development. Breaking changes may occur, and Plaid currently provides limited support.'"
      },
      "price": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "No price for the MCP server appears on Plaid's docs page or the listing."
      },
      "listings": [
        {
          "value": "claude.com Connectors",
          "state": "third",
          "checked": "2026-10-17",
          "source": "registry",
          "url": "https://claude.com/marketplace/connectors/plaid",
          "evidence": "Monitor, debug, and optimize your Plaid integration",
          "capture": "evidence/mcp-plaid-dashboard-mcp/claude-com-marketplace-connectors-plaid.txt",
          "note": "Listing says 'Made by Plaid' and 'Added November 2025'; it shows 4 tools."
        }
      ],
      "summary": "Plaid's Dashboard MCP server at https://api.dashboard.plaid.com/mcp/ is a remote Streamable HTTP server with five diagnostics and usage tools, not an investment-data server. It needs Production access and an OAuth token with the mcp:dashboard scope from the client_credentials grant.",
      "license": "CC BY 4.0",
      "attribution": "wealthtech.dev"
    },
    {
      "$schema": "https://wealthtech.dev/schema/mcp.schema.json",
      "url": "https://wealthtech.dev/mcp/schwab-connector",
      "title": "Schwab connector for Claude: tools, setup, cost",
      "lastChecked": "2026-10-17",
      "id": "schwab-connector",
      "name": "Schwab connector for Claude",
      "productIds": [
        "schwab-advisor-services"
      ],
      "kind": "vendor-connector",
      "status": "announced",
      "firstSeen": "2026-09-14",
      "endpoint": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "No endpoint found. claude.com/marketplace/connectors guesses (schwab, charles-schwab) returned 404 and advisorservices.schwab.com does not mention it. The status \"announced\" here means only that no public endpoint was found."
      },
      "transport": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "Not stated on any page read."
      },
      "toolCount": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "No tool list found."
      },
      "tools": [],
      "scope": {
        "value": "Account data: balances, positions, transactions, cost basis, alerts, money-movement status",
        "state": "third",
        "checked": "2026-10-17",
        "source": "third",
        "url": "https://claude.com/resources/articles/claude-for-financial-advisors",
        "evidence": "Charles Schwab connects Claude to Schwab Advisor Services custodial data, including balances, positions, transactions, cost basis, alerts, and money-movement status",
        "capture": "evidence/mcp-schwab-connector/claude-com-resources-articles-claude-for-financial-advisors.txt",
        "note": "Describes the data covered; no read/write scope label is stated."
      },
      "auth": {
        "value": "Authenticated connection to Schwab Advisor Center",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://pressroom.aboutschwab.com/press-releases/press-release/2026/Charles-Schwab-and-Anthropic-to-Bring-Claude-to-Independent-Registered-Investment-Advisors/default.aspx",
        "evidence": "RIAs will access Schwab Advisor Center® (SAC.com) from Claude through an authenticated connection",
        "capture": "evidence/mcp-schwab-connector/pressroom-aboutschwab-com-press-releases-press-release-2026-charles-schwab-and-a-422ba163.txt",
        "note": "Protocol not stated."
      },
      "enablement": {
        "value": "Chosen by the advisor during the Claude for Financial Advisors plugin's guided setup",
        "state": "third",
        "checked": "2026-10-17",
        "source": "third",
        "url": "https://claude.com/resources/articles/claude-for-financial-advisors",
        "evidence": "advisors choose which of these to connect during guided setup",
        "capture": "evidence/mcp-schwab-connector/claude-com-resources-articles-claude-for-financial-advisors.txt",
        "note": "Anthropic's post names Charles Schwab among the partners the plugin works with. Any approval inside a firm, any agreement and the price are not stated, and no public endpoint was found."
      },
      "price": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "Not stated on any page read."
      },
      "listings": [
        {
          "value": "Schwab press release, 2026-09-14",
          "state": "verified",
          "checked": "2026-10-17",
          "source": "vendor",
          "url": "https://pressroom.aboutschwab.com/press-releases/press-release/2026/Charles-Schwab-and-Anthropic-to-Bring-Claude-to-Independent-Registered-Investment-Advisors/default.aspx",
          "evidence": "Schwab Advisor Services™ is the first RIA custodian included in Anthropic's new Claude for Financial Advisors",
          "capture": "evidence/mcp-schwab-connector/pressroom-aboutschwab-com-press-releases-press-release-2026-charles-schwab-and-a-422ba163.txt",
          "note": "Schwab's own release; it says RIAs will access Schwab Advisor Center from Claude and does not call the connection MCP."
        },
        {
          "value": "Anthropic announcement",
          "state": "third",
          "checked": "2026-10-17",
          "source": "third",
          "url": "https://claude.com/resources/articles/claude-for-financial-advisors",
          "evidence": "Charles Schwab connects Claude to Schwab Advisor Services custodial data",
          "capture": "evidence/mcp-schwab-connector/claude-com-resources-articles-claude-for-financial-advisors.txt",
          "note": "Anthropic's 2026-09-14 post."
        }
      ],
      "summary": "Schwab and Anthropic announced on September 14, 2026 that RIAs will access Schwab Advisor Center from Claude through an authenticated connection. The connector covers custodial data such as balances, positions, transactions and cost basis; no endpoint was found on a public page. Anthropic's post says advisors choose which partners to connect during the Claude for Financial Advisors plugin's guided setup.",
      "license": "CC BY 4.0",
      "attribution": "wealthtech.dev"
    },
    {
      "$schema": "https://wealthtech.dev/schema/mcp.schema.json",
      "url": "https://wealthtech.dev/mcp/wealthbox-mcp",
      "title": "Wealthbox connector (MCP): tools, setup, cost",
      "lastChecked": "2026-10-17",
      "id": "wealthbox-mcp",
      "name": "Wealthbox connector (MCP)",
      "productIds": [
        "wealthbox"
      ],
      "kind": "remote-mcp",
      "status": "live",
      "firstSeen": "2026-08-01",
      "endpoint": {
        "value": "https://mcp.crmworkspace.com/mcp",
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://claude.com/marketplace/connectors/wealthbox",
        "evidence": "https://mcp.crmworkspace.com/mcp",
        "capture": "evidence/mcp-wealthbox-mcp/claude-com-marketplace-connectors-wealthbox.txt",
        "note": "Published on the Claude connector listing; the Wealthbox pages read did not state the endpoint."
      },
      "transport": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "The listing and the Wealthbox pages read (wealthbox.com AI assistant page, dev.wealthbox.com) do not state the transport."
      },
      "toolCount": {
        "value": 67,
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://claude.com/marketplace/connectors/wealthbox",
        "evidence": "Show all 67 tools",
        "capture": "evidence/mcp-wealthbox-mcp/claude-com-marketplace-connectors-wealthbox.txt",
        "note": "The listing page shows 24 tool names and a 'Show all 67 tools' control; only the 24 shown are recorded in tools[]."
      },
      "tools": [
        {
          "name": "AddRelatedContact",
          "readWrite": "write",
          "description": "Links two contacts as related."
        },
        {
          "name": "AddTag",
          "readWrite": "write",
          "description": "Adds a tag to a record."
        },
        {
          "name": "CreateComment",
          "readWrite": "write",
          "description": "Adds a comment to a record."
        },
        {
          "name": "CreateContact",
          "readWrite": "write",
          "description": "Creates a contact."
        },
        {
          "name": "CreateCustomObject",
          "readWrite": "write",
          "description": "Creates a custom object record."
        },
        {
          "name": "CreateEvent",
          "readWrite": "write",
          "description": "Creates a calendar event."
        },
        {
          "name": "CreateNote",
          "readWrite": "write",
          "description": "Creates a note."
        },
        {
          "name": "CreateOpportunity",
          "readWrite": "write",
          "description": "Creates an opportunity."
        },
        {
          "name": "CreateProject",
          "readWrite": "write",
          "description": "Creates a project."
        },
        {
          "name": "CreateTag",
          "readWrite": "write",
          "description": "Creates a tag."
        },
        {
          "name": "CreateTask",
          "readWrite": "write",
          "description": "Creates a task."
        },
        {
          "name": "CreateWorkflow",
          "readWrite": "write",
          "description": "Creates a workflow from a template."
        },
        {
          "name": "GetContact",
          "readWrite": "read",
          "description": "Fetches a contact."
        },
        {
          "name": "GetCustomFieldValue",
          "readWrite": "read",
          "description": "Fetches a custom field value."
        },
        {
          "name": "GetCustomObject",
          "readWrite": "read",
          "description": "Fetches a custom object record."
        },
        {
          "name": "GetCustomObjectType",
          "readWrite": "read",
          "description": "Fetches a custom object type definition."
        },
        {
          "name": "GetEvent",
          "readWrite": "read",
          "description": "Fetches a calendar event."
        },
        {
          "name": "GetMeeting",
          "readWrite": "read",
          "description": "Fetches a meeting."
        },
        {
          "name": "GetNote",
          "readWrite": "read",
          "description": "Fetches a note."
        },
        {
          "name": "GetOpportunity",
          "readWrite": "read",
          "description": "Fetches an opportunity."
        },
        {
          "name": "GetOpportunityPipeline",
          "readWrite": "read",
          "description": "Fetches an opportunity pipeline."
        },
        {
          "name": "GetOpportunityStage",
          "readWrite": "read",
          "description": "Fetches an opportunity stage."
        },
        {
          "name": "GetProject",
          "readWrite": "read",
          "description": "Fetches a project."
        },
        {
          "name": "GetRepeatingTask",
          "readWrite": "read",
          "description": "Fetches a repeating task."
        }
      ],
      "scope": {
        "value": "read-write",
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://claude.com/marketplace/connectors/wealthbox",
        "evidence": "Search and update contacts, review and add notes, and track opportunities across your pipeline.",
        "capture": "evidence/mcp-wealthbox-mcp/claude-com-marketplace-connectors-wealthbox.txt",
        "note": "Listing text describes search and update; tool names include Create* and AddTag."
      },
      "auth": {
        "value": "Sign-in required (method not stated)",
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://claude.com/marketplace/connectors/wealthbox",
        "evidence": "Sign-in Required",
        "capture": "evidence/mcp-wealthbox-mcp/claude-com-marketplace-connectors-wealthbox.txt",
        "note": "The listing field reads 'Sign-in Required'; the protocol (for example OAuth) is not stated on any page read."
      },
      "enablement": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "Who enables it in a Wealthbox workspace is not stated on the listing or on the Wealthbox AI assistant page."
      },
      "price": {
        "value": null,
        "state": "unknown",
        "checked": "2026-10-17",
        "note": "No price for the connector appears on the listing or on the Wealthbox AI assistant page."
      },
      "listings": [
        {
          "value": "claude.com Connectors",
          "state": "third",
          "checked": "2026-10-17",
          "source": "registry",
          "url": "https://claude.com/marketplace/connectors/wealthbox",
          "evidence": "Search, update, and manage Wealthbox data from inside Claude",
          "capture": "evidence/mcp-wealthbox-mcp/claude-com-marketplace-connectors-wealthbox.txt",
          "note": "Listing says 'Made by Wealthbox' and 'Added August 2026'. The official MCP registry search for 'wealthbox' returned no servers."
        }
      ],
      "summary": "Wealthbox's connector for Claude is listed at https://mcp.crmworkspace.com/mcp and shows 67 tools for searching and updating contacts, notes, opportunities, projects and tasks. The listing says sign-in is required but does not name the auth protocol.",
      "license": "CC BY 4.0",
      "attribution": "wealthtech.dev"
    }
  ]
}