# wealthtech.dev How to connect to wealth technology, sourced and dated, for developers and the AI agents working for them. - Products: 44 (https://wealthtech.dev/products) - MCP servers and AI connectors: 11 (https://wealthtech.dev/mcp) - Regulatory data: Form ADV and the SEC investment adviser file (https://wealthtech.dev/data) - For agents: https://wealthtech.dev/agents · MCP server https://mcp.wealthtech.dev/mcp · https://wealthtech.dev/llms.txt · https://wealthtech.dev/api/v1/openapi.json Of 44 products here: 10 open, 8 docs open, keys gated, 12 partner-gated, 10 none found, 4 unreadable. --- # Wealth technology products: API access at a glance 44 products. Each row links to a page with every fact, its source, a quote and the date checked. | Product | Category | API access | Sandbox | MCP | Checked | |---|---|---|---|---|---| | [Addepar](https://wealthtech.dev/products/addepar) | Portfolio management and reporting | Open docs, keys by approval | Yes, on request | Yes | 2026-10-17 | | [AdvisorEngine CRM](https://wealthtech.dev/products/advisorengine-crm) | Advisor CRM | Not found | Not found | None recorded | 2026-10-17 | | [AdvizorPro](https://wealthtech.dev/products/advizorpro) | Prospecting data | Partner-gated | Not found | None recorded | 2026-10-17 | | [Advyzon](https://wealthtech.dev/products/advyzon) | Advisor CRM | Couldn't read automatically | Not found | None recorded | 2026-10-17 | | [Akoya](https://wealthtech.dev/products/akoya) | Account aggregation | Open: self-serve docs and keys | Yes, self-serve | None recorded | 2026-10-17 | | [Altruist](https://wealthtech.dev/products/altruist) | Custodians | Open docs, keys by approval | Yes, on request | None recorded | 2026-10-17 | | [Asset-Map](https://wealthtech.dev/products/asset-map) | Financial planning | Partner-gated | Not found | None recorded | 2026-10-17 | | [Black Diamond](https://wealthtech.dev/products/black-diamond) | Portfolio management and reporting | Couldn't read automatically | Not found | Yes | 2026-10-17 | | [BNY Pershing Wove](https://wealthtech.dev/products/pershing-wove) | Custodians | Partner-gated | Not found | None recorded | 2026-10-17 | | [Boldin](https://wealthtech.dev/products/boldin) | Financial planning | Open docs, keys by approval | Not found | None recorded | 2026-10-17 | | [ByAllAccounts](https://wealthtech.dev/products/byallaccounts) | Account aggregation | Partner-gated | Yes, on request | None recorded | 2026-10-17 | | [COMPLY (Comply for RIA, formerly RIA in a Box)](https://wealthtech.dev/products/comply) | Compliance and archiving | Not found | Not found | None recorded | 2026-10-17 | | [Conquest Planning](https://wealthtech.dev/products/conquest-planning) | Financial planning | Not found | Not found | Yes | 2026-10-17 | | [Docupace](https://wealthtech.dev/products/docupace) | Compliance and archiving | Partner-gated | Yes, self-serve | None recorded | 2026-10-17 | | [eMoney Advisor](https://wealthtech.dev/products/emoney) | Financial planning | Partner-gated | Not found | None recorded | 2026-10-17 | | [Envestnet Tamarac](https://wealthtech.dev/products/envestnet-tamarac) | Portfolio management and reporting | Partner-gated | Not found | Yes | 2026-10-17 | | [Envestnet Wealth Data Platform](https://wealthtech.dev/products/envestnet-wealth-data-platform) | Account aggregation | Not found | Not found | None recorded | 2026-10-17 | | [Envestnet Yodlee](https://wealthtech.dev/products/yodlee) | Account aggregation | Not found | Not found | None recorded | 2026-10-17 | | [Fidelity Wealthscape Integration Xchange](https://wealthtech.dev/products/fidelity-integration-xchange) | Custodians | Partner-gated | Not found | None recorded | 2026-10-17 | | [FINRA API Platform](https://wealthtech.dev/products/finra-api) | Regulatory adviser data | Open: self-serve docs and keys | Yes, self-serve | None recorded | 2026-10-17 | | [Global Relay](https://wealthtech.dev/products/global-relay) | Compliance and archiving | Open docs, keys by approval | Yes, on request | None recorded | 2026-10-17 | | [Holistiplan](https://wealthtech.dev/products/holistiplan) | Financial planning | Open docs, keys by approval | Not found | None recorded | 2026-10-17 | | [HubSpot](https://wealthtech.dev/products/hubspot) | Advisor CRM | Open: self-serve docs and keys | Yes, self-serve | None recorded | 2026-10-17 | | [Income Lab](https://wealthtech.dev/products/income-lab) | Financial planning | Not found | Not found | None recorded | 2026-10-17 | | [Less Annoying CRM](https://wealthtech.dev/products/less-annoying-crm) | Advisor CRM | Open: self-serve docs and keys | Not found | None recorded | 2026-10-17 | | [Mastercard Open Finance US (Finicity)](https://wealthtech.dev/products/finicity) | Account aggregation | Open: self-serve docs and keys | Yes, self-serve | Yes | 2026-10-17 | | [Milemarker](https://wealthtech.dev/products/milemarker) | Wealth platforms | Not found | Not found | Yes | 2026-10-17 | | [MoneyGuide](https://wealthtech.dev/products/moneyguide) | Financial planning | Partner-gated | Not found | Yes | 2026-10-17 | | [Morningstar Direct Web Services](https://wealthtech.dev/products/morningstar) | Market and reference data | Open docs, keys by approval | Not found | Yes | 2026-10-17 | | [NaviPlan](https://wealthtech.dev/products/naviplan) | Financial planning | Not found | Not found | None recorded | 2026-10-17 | | [Nitrogen](https://wealthtech.dev/products/nitrogen) | Portfolio management and reporting | Open docs, keys by approval | Yes, on request | None recorded | 2026-10-17 | | [Orion](https://wealthtech.dev/products/orion) | Portfolio management and reporting | Partner-gated | Yes, on request | Yes | 2026-10-17 | | [Plaid Investments](https://wealthtech.dev/products/plaid-investments) | Account aggregation | Open: self-serve docs and keys | Yes, self-serve | Yes | 2026-10-17 | | [Practifi](https://wealthtech.dev/products/practifi) | Advisor CRM | Open docs, keys by approval | Yes, on request | None recorded | 2026-10-17 | | [Redtail CRM](https://wealthtech.dev/products/redtail) | Advisor CRM | Couldn't read automatically | Not found | Yes | 2026-10-17 | | [RightCapital](https://wealthtech.dev/products/rightcapital) | Financial planning | Not found | Not found | None recorded | 2026-10-17 | | [Salentica](https://wealthtech.dev/products/salentica) | Advisor CRM | Not found | Not found | None recorded | 2026-10-17 | | [Salesforce Financial Services Cloud](https://wealthtech.dev/products/salesforce-financial-services-cloud) | Advisor CRM | Open: self-serve docs and keys | Yes, self-serve | None recorded | 2026-10-17 | | [Schwab Advisor Services](https://wealthtech.dev/products/schwab-advisor-services) | Custodians | Partner-gated | Yes, on request | Yes | 2026-10-17 | | [SEC EDGAR APIs](https://wealthtech.dev/products/sec-edgar) | Regulatory adviser data | Open: self-serve docs and keys | Not found | None recorded | 2026-10-17 | | [SEC Form ADV data files and IAPD compilation feeds](https://wealthtech.dev/products/sec-form-adv-data) | Regulatory adviser data | Open: self-serve docs and keys | Not found | None recorded | 2026-10-17 | | [Smarsh](https://wealthtech.dev/products/smarsh) | Compliance and archiving | Partner-gated | Not found | None recorded | 2026-10-17 | | [Wealthbox](https://wealthtech.dev/products/wealthbox) | Advisor CRM | Open: self-serve docs and keys | Not found | Yes | 2026-10-17 | | [YCharts](https://wealthtech.dev/products/ycharts) | Market and reference data | Couldn't read automatically | Not found | None recorded | 2026-10-17 | --- Source: https://wealthtech.dev/products · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Addepar API: access, auth, sandbox and MCP (checked Oct 2026) > Addepar's API documentation is public, but keys come from a client firm's administrator, who creates a key and secret inside Addepar. Limits are 50 requests per 15 minutes and 1,000 per 24 hours at the firm level; development environments are available through your Addepar contact. - Vendor: Addepar (Addepar) - Website: https://addepar.com/ - Category: Portfolio management and reporting (core) - API access: Open docs, keys by approval - Last checked: 2026-10-17 - Id: `addepar` · JSON: https://wealthtech.dev/products/addepar.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Open docs, keys by approval | Checked on the source's own page. [developers.addepar.com](https://developers.addepar.com/docs/basic-authentication) "To request an API key and secret, contact your firm administrator." | 2026-10-17 | | Developer docs | https://developers.addepar.com/ | Checked on the source's own page. [developers.addepar.com](https://developers.addepar.com/docs/welcome) "With our APIs and developer resources, you can amplify your existing systems and workflows." | 2026-10-17 | | API style | REST | Checked on the source's own page. [developers.addepar.com](https://developers.addepar.com/docs/get-setup) "Using the Addepar API involves sending HTTP requests." | 2026-10-17 | | Authentication | Basic auth, OAuth 2.0 (authorization code) | Checked on the source's own page. [developers.addepar.com](https://developers.addepar.com/docs/basic-authentication) "The Addepar API uses HTTP Basic Auth to authenticate API requests." | 2026-10-17 | | How to get access | Firm administrator creates an API key and secret in Firm Administration; third-party developers ask the client firm's administrator. OAuth clients are set up through your Addepar contact. | Checked on the source's own page. [developers.addepar.com](https://developers.addepar.com/docs/basic-authentication) "To request an API key and secret, contact your firm administrator." | 2026-10-17 | | Sandbox | Yes, on request | Checked on the source's own page. [developers.addepar.com](https://developers.addepar.com/docs/get-setup) "Addepar offers development environments for clients and partners. To request a development environment, reach out to your Addepar contact." | 2026-10-17 | | Rate limits | Firm level: 50 requests per 15 minutes, 1,000 requests per 24 hours, 60 seconds maximum runtime per request | Checked on the source's own page. [developers.addepar.com](https://developers.addepar.com/docs/rate-limiting-1) "Maximum number of requests in a 15-minute window is 50 Maximum number of requests in 24-hour window is 1000 Maximum runtime per request is 60 sec" | 2026-10-17 | | Webhooks | Not found | Not found. Not found in the Addepar developer pages read (welcome, setup, access, OAuth, rate limiting, Addepar 101). Not found in the Addepar developer pages read (welcome, setup, access, OAuth, rate limiting, Addepar 101). | 2026-10-17 | | SDKs | Postman, cURL | Checked on the source's own page. [developers.addepar.com](https://developers.addepar.com/docs/get-setup) "For testing purposes: Use a tool like Postman, or the command-line utility cURL." | 2026-10-17 | | OpenAPI spec | Not found | Not found. No OpenAPI file or link found in the developer pages read. No OpenAPI file or link found in the developer pages read. | 2026-10-17 | | Partner program | https://www.addepar.com/partners | Checked on the source's own page. [www.addepar.com](https://www.addepar.com/partners) "Please contact your Client Success Manager or the Addepar Partnerships Team for more information." | 2026-10-17 | | Public integration list | https://integrations.addepar.com/ | Checked on the source's own page. [integrations.addepar.com](https://integrations.addepar.com/) "Aggregate your data and optimize your workflows through the Addepar Integration Center." | 2026-10-17 | | Ways to connect | Native API, MCP | Checked on the source's own page. [developers.addepar.com](https://developers.addepar.com/docs/welcome) "With our APIs and developer resources, you can amplify your existing systems and workflows." | 2026-10-17 | ## MCP servers and AI connectors - [Addepar MCP](https://wealthtech.dev/mcp/addepar-mcp): Remote MCP server, Live ## What the docs don't say - The public docs state no webhooks and publish no OpenAPI file. - The docs are open to read, but a key needs an Addepar firm account with API access permission; a third-party developer has to ask a client firm's administrator. - Addepar's own pages describe its MCP server as a beta with a waitlist. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/addepar · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # AdvisorEngine CRM API: access, auth, sandbox and MCP (checked Oct 2026) > No public developer documentation or API access process was found on AdvisorEngine's site. The home page lists CRM among its platform components and links to a demo request. - Vendor: AdvisorEngine (AdvisorEngine) - Website: https://www.advisorengine.com/ - Category: Advisor CRM (core) - API access: Not found - Last checked: 2026-10-17 - Id: `advisorengine-crm` · JSON: https://wealthtech.dev/products/advisorengine-crm.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Not found | Not found. Pages read: advisorengine.com home (200). /crm returned 404. No developer or API page is linked from the home page. Pages read: advisorengine.com home (200). /crm returned 404. No developer or API page is linked from the home page. | 2026-10-17 | | Developer docs | Not found | Not found. No developer docs link on advisorengine.com home. No developer docs link on advisorengine.com home. | 2026-10-17 | | API style | Not found | Not found. No API described. No API described. | 2026-10-17 | | Authentication | Not found | Not found. No API described. No API described. | 2026-10-17 | | How to get access | Not found | Not found. No API access process described. No API access process described. | 2026-10-17 | | Sandbox | Not found | Not found. Not described. Not described. | 2026-10-17 | | Rate limits | Not found | Not found. Not described. Not described. | 2026-10-17 | | Webhooks | Not found | Not found. Not described. Not described. | 2026-10-17 | | SDKs | Not found | Not found. Not described. Not described. | 2026-10-17 | | OpenAPI spec | Not found | Not found. No spec found. No spec found. | 2026-10-17 | | Partner program | Not found | Not found. No partner program page found. No partner program page found. | 2026-10-17 | | Public integration list | Not found | Not found. No integrations page found (advisorengine.com/crm returned 404). No integrations page found (advisorengine.com/crm returned 404). | 2026-10-17 | | Ways to connect | Not found | Not found. No connection mechanism described. No connection mechanism described. | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - No public API, developer documentation or MCP connector was found on advisorengine.com pages read. - The only mention of Junxure on pages read is an image alt text: 'AdvisorEngine Wealth Management Technology - Junxure CRM Details'. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/advisorengine-crm · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # AdvizorPro API: access, auth, sandbox and MCP (checked Oct 2026) > AdvizorPro's public API article directs customers to their Customer Success Manager, who connects them with the integrations team. Its home page lists CRM sync, API, Snowflake and AI-assistant connections. - Vendor: AdvizorPro (AdvizorPro) - Website: https://www.advizorpro.com/ - Category: Prospecting data (core) - API access: Partner-gated - Last checked: 2026-10-17 - Id: `advizorpro` · JSON: https://wealthtech.dev/products/advizorpro.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Partner-gated | Checked on the source's own page. [support.advizorpro.com](https://support.advizorpro.com/en/advizorpro-knowledge-base/advizorpro-api) "please contact your Customer Success Manager (CSM), who will connect you with our integrations team" | 2026-10-17 | | Developer docs | https://support.advizorpro.com/en/advizorpro-knowledge-base/advizorpro-api | Checked on the source's own page. [support.advizorpro.com](https://support.advizorpro.com/en/advizorpro-knowledge-base/advizorpro-api) "AdvizorPro API" | 2026-10-17 | | API style | Not found | Not found. Not stated on the API knowledge-base article. Not stated on the API knowledge-base article. | 2026-10-17 | | Authentication | Not found | Not found. Not stated on the API knowledge-base article. Not stated on the API knowledge-base article. | 2026-10-17 | | How to get access | Contact your AdvizorPro Customer Success Manager, who connects you with the integrations team. | Checked on the source's own page. [support.advizorpro.com](https://support.advizorpro.com/en/advizorpro-knowledge-base/advizorpro-api) "If you're interested in integrating via API" | 2026-10-17 | | Sandbox | Not found | Not found. Not stated. Not stated. | 2026-10-17 | | Rate limits | Not found | Not found. Not stated. Not stated. | 2026-10-17 | | Webhooks | Not found | Not found. The knowledge base has CRM webhook articles (for example 'How to set up a webhook to enrich contact data in Hubspot'); whether AdvizorPro offers its own webhooks was not read. The knowledge base has CRM webhook articles (for example 'How to set up a webhook to enrich contact data in Hubspot'); whether AdvizorPro offers its own webhooks was not read. | 2026-10-17 | | SDKs | Not found | Not found. Not stated. Not stated. | 2026-10-17 | | OpenAPI spec | Not found | Not found. No spec found. No spec found. | 2026-10-17 | | Partner program | Not found | Not found. No partner-application page found on the pages tried. No partner-application page found on the pages tried. | 2026-10-17 | | Public integration list | https://www.advizorpro.com/ | Checked on the source's own page. [www.advizorpro.com](https://www.advizorpro.com/) "Learn more about integrations" | 2026-10-17 | | Ways to connect | Native API, Data share | Checked on the source's own page. [www.advizorpro.com](https://www.advizorpro.com/) "Sync to Salesforce, HubSpot, Dynamics, and other leading CRMs, pull data by API, or query AdvizorPro directly in Claude and ChatGPT." | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - The knowledge-base API article is one sentence directing you to a Customer Success Manager; no endpoints, authentication or limits are published. - research/03 asked to reclassify AdvizorPro as prospecting data; it is filed under prospecting-data. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/advizorpro · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Advyzon API: access, auth, sandbox and MCP (checked Oct 2026) > No public developer documentation or API access process was readable on Advyzon's site. Its home page describes one unified platform with built-in CRM and AI; the integrations page paths tried returned 404 and /api failed to load. - Vendor: Advyzon Investment Management (Advyzon Investment Management) - Website: https://www.advyzon.com/ - Category: Advisor CRM (core) - API access: Couldn't read automatically - Last checked: 2026-10-17 - Id: `advyzon` · JSON: https://wealthtech.dev/products/advyzon.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Couldn't read automatically | Couldn't read automatically. Pages read: advyzon.com home and /model-marketplace/ (200). /integrations and /advyzon-integrations/ returned 404 and /api failed to load, so the one path that might hold API documentation could not be read. The pages that did load describe no public API or developer docs. Pages read: advyzon.com home and /model-marketplace/ (200). /integrations and /advyzon-integrations/ returned 404 and /api failed to load, so the one path that might hold API documentation could not be read. The pages that did load describe no public API or developer docs. | 2026-10-17 | | Developer docs | Not found | Not found. No developer docs link on advyzon.com home or /model-marketplace/. No developer docs link on advyzon.com home or /model-marketplace/. | 2026-10-17 | | API style | Not found | Not found. No API described. No API described. | 2026-10-17 | | Authentication | Not found | Not found. No API described. No API described. | 2026-10-17 | | How to get access | Not found | Not found. No API access process described. No API access process described. | 2026-10-17 | | Sandbox | Not found | Not found. Not described. Not described. | 2026-10-17 | | Rate limits | Not found | Not found. Not described. Not described. | 2026-10-17 | | Webhooks | Not found | Not found. Not described. Not described. | 2026-10-17 | | SDKs | Not found | Not found. Not described. Not described. | 2026-10-17 | | OpenAPI spec | Not found | Not found. No spec found. No spec found. | 2026-10-17 | | Partner program | Not found | Not found. No partner program page found. No partner program page found. | 2026-10-17 | | Public integration list | Not found | Not found. advyzon.com/advyzon-integrations/ returned 404; the home page text shows an 'Integrations' entry but no list page was readable. advyzon.com/advyzon-integrations/ returned 404; the home page text shows an 'Integrations' entry but no list page was readable. | 2026-10-17 | | Ways to connect | Not found | Not found. No connection mechanism described on the pages read. No connection mechanism described on the pages read. | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - No public API, developer documentation or MCP connector appears on the advyzon.com pages that loaded; /api failed to load, so it was not read. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/advyzon · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Akoya API: access, auth, sandbox and MCP (checked Oct 2026) > Akoya provides FDX-based REST APIs for consumer-permissioned financial data, including an Investments endpoint for holdings. Developers register through the Data Recipient Hub for a sandbox with a mock provider, and Akoya publishes OpenAPI specs and a Postman collection. - Vendor: Akoya LLC (Akoya LLC) - Website: https://www.akoya.com/ - Category: Account aggregation (adjacent) - API access: Open: self-serve docs and keys - Last checked: 2026-10-17 - Id: `akoya` · JSON: https://wealthtech.dev/products/akoya.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Open: self-serve docs and keys | Checked on the source's own page. [docs.akoya.com](https://docs.akoya.com/guides/hub-manual-gaining-access) "Gaining access to the the Hub is a self-service process:" | 2026-10-17 | | Developer docs | https://docs.akoya.com/guides/api-overview | Checked on the source's own page. [docs.akoya.com](https://docs.akoya.com/guides/api-overview) "consumer permissioned data obtained with Akoya's data APIs" | 2026-10-17 | | API style | REST | Checked on the source's own page. [docs.akoya.com](https://docs.akoya.com/guides/openapi-specs) "Akoya provides secure (TLS v1.2) access to RESTful APIs." | 2026-10-17 | | Authentication | OAuth 2.0 (authorization code) | Checked on the source's own page. [docs.akoya.com](https://docs.akoya.com/guides/authentication-and-authorization-basics) "The authorization code is then used to retrieve a set of tokens from the Token endpoint that allow you permissioned access to the consumer's data." | 2026-10-17 | | How to get access | Request a Data Recipient Hub account through the request form, register a sandbox app to get a client ID and secret, then request production access through the Hub. | Checked on the source's own page. [docs.akoya.com](https://docs.akoya.com/guides/hub-manual-gaining-access) "Request an account by filling out our request form." | 2026-10-17 | | Sandbox | Yes, self-serve | Checked on the source's own page. [docs.akoya.com](https://docs.akoya.com/guides/sandbox-overview) "The sandbox is a production like environment for you to learn Akoya's platform and test the APIs." | 2026-10-17 | | Rate limits | No numeric limit published on the pages read; the requirements page says to handle HTTP 429, error code 1207, in bulk processes. | Checked on the source's own page. [docs.akoya.com](https://docs.akoya.com/guides/requirements) "consider implementing your app to handle HTTP status 429, error code 1207" | 2026-10-17 | | Webhooks | Yes | Checked on the source's own page. [docs.akoya.com](https://docs.akoya.com/guides/api-overview) "Validate that your server can handle incoming webhook payloads from Akoya." | 2026-10-17 | | SDKs | Postman collection | Checked on the source's own page. [docs.akoya.com](https://docs.akoya.com/guides/postman-collection) "Consider using Postman for testing." | 2026-10-17 | | OpenAPI spec | Published | Checked on the source's own page. [docs.akoya.com](https://docs.akoya.com/guides/openapi-specs) "You can use tools such as Stoplight Studio, Swagger UI, or your choice of editors." | 2026-10-17 | | Partner program | Not found | Not found. No developer partner program page found on docs.akoya.com pages read; akoya.com footer lists 'Partnerships' (not captured). Production access is by Data Recipient Hub onboarding. No developer partner program page found on docs.akoya.com pages read; akoya.com footer lists 'Partnerships' (not captured). Production access is by Data Recipient Hub onboarding. | 2026-10-17 | | Public integration list | Not found | Not found. No public list of integrations or data providers found on docs.akoya.com pages read; provider details are behind Data Recipient Hub sign-in per the API overview page. No public list of integrations or data providers found on docs.akoya.com pages read; provider details are behind Data Recipient Hub sign-in per the API overview page. | 2026-10-17 | | Ways to connect | Native API | Checked on the source's own page. [docs.akoya.com](https://docs.akoya.com/guides/api-overview) "consumer permissioned data obtained with Akoya's data APIs" | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - No numeric rate limits are stated on the pages read, only the HTTP 429 / error code 1207 guidance. - Data provider implementation details and sample users vary by provider and sit behind Data Recipient Hub sign-in, per the API overview page. - Production access requires a security review and legal agreement; no timeline or fees are stated on the production access guide. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/akoya · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Altruist API: access, auth, sandbox and MCP (checked Oct 2026) > Altruist publishes its developer documentation openly, but credentials need approval: a request form for the Open API (OAuth 2.0 authorization code, sandbox with mock data), a limited beta for the Realtime APIs (60 reads and 30 writes per minute), and SFTP flat files delivered daily. - Vendor: Altruist (Altruist) - Website: https://altruist.com/ - Category: Custodians (core) - API access: Open docs, keys by approval - Last checked: 2026-10-17 - Id: `altruist` · JSON: https://wealthtech.dev/products/altruist.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Open docs, keys by approval | Checked on the source's own page. [developer.altruist.com](https://developer.altruist.com/docs/overview) "Third party partners looking to build a new integration with Altruist should fill out the Partner Interest Form." | 2026-10-17 | | Developer docs | https://developer.altruist.com/ | Checked on the source's own page. [developer.altruist.com](https://developer.altruist.com/docs/overview) "This portal provides the official technical documentation for Altruist third-party partners and RIAs." | 2026-10-17 | | API style | REST, Files over SFTP | Checked on the source's own page. [developer.altruist.com](https://developer.altruist.com/docs/flat-file-getting-started) "Files are delivered daily via SFTP and reflect the prior market day’s closing values." | 2026-10-17 | | Authentication | OAuth 2.0 (authorization code) | Checked on the source's own page. [developer.altruist.com](https://developer.altruist.com/docs/open-api-authentication) "Altruist supports the OAuth 2.0 authorization code flow" | 2026-10-17 | | How to get access | Open API: submit the request form with OAuth redirect URIs. Realtime API: email Altruist to apply to the limited beta. SFTP flat files: email Altruist for an SFTP application. | Checked on the source's own page. [developer.altruist.com](https://developer.altruist.com/docs/getting-started-with-open-api) "To request access to Altruist Open APIs, please fill out this form." | 2026-10-17 | | Sandbox | Yes, on request | Checked on the source's own page. [developer.altruist.com](https://developer.altruist.com/docs/getting-started-with-open-api) "Altruist will provide credentials for accessing our sandbox and production environments as part of the onboarding process." | 2026-10-17 | | Rate limits | Realtime API: reads 60 per minute and 1,000 per hour; writes 30 per minute and 500 per hour; per organization and per endpoint | Checked on the source's own page. [developer.altruist.com](https://developer.altruist.com/docs/rate-limiting) "Reads (GET) 60 1,000 Writes (POST, PUT, PATCH, DELETE) 30 500" | 2026-10-17 | | Webhooks | Not found | Not found. No webhook documentation found in the Altruist guide pages read (overview, Open API, Realtime, flat files, rate limiting). No webhook documentation found in the Altruist guide pages read (overview, Open API, Realtime, flat files, rate limiting). | 2026-10-17 | | SDKs | Not found | Not found. No SDK named on the guide pages read. No SDK named on the guide pages read. | 2026-10-17 | | OpenAPI spec | Not found | Not found. The documentation site has a 'Specification' section (https://developer.altruist.com/reference) rendering an API reference; no downloadable OpenAPI file was seen in the captured text. The documentation site has a 'Specification' section (https://developer.altruist.com/reference) rendering an API reference; no downloadable OpenAPI file was seen in the captured text. | 2026-10-17 | | Partner program | https://developer.altruist.com/docs/overview | Checked on the source's own page. [developer.altruist.com](https://developer.altruist.com/docs/overview) "Third party partners looking to build a new integration with Altruist should fill out the Partner Interest Form." | 2026-10-17 | | Public integration list | Not found | Not found. No public integration list found; the overview page says RIAs find integration articles in the Altruist Advisor Portal. https://altruist.com/ returned 403. No public integration list found; the overview page says RIAs find integration articles in the Altruist Advisor Portal. https://altruist.com/ returned 403. | 2026-10-17 | | Ways to connect | Native API, File exchange | Checked on the source's own page. [developer.altruist.com](https://developer.altruist.com/docs/altruist-custodial-flat-files) "Altruist Custodial Flat Files" | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - The Open API returns end of prior business day data; real-time access is the Realtime API, which is a limited beta. - The Open API and Realtime API use different OAuth flows (authorization code versus password grant) and different hosts. - No webhooks, SDKs or downloadable OpenAPI file are stated in the guide pages read. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/altruist · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Asset-Map API: access, auth, sandbox and MCP (checked Oct 2026) > Asset-Map publishes a Platform Partner API Overview listing household search, household info, instrument and member endpoints. Access needs a client id and secret that Asset-Map issues on request after a partnership questionnaire. - Vendor: Asset-Map, Inc. (Asset-Map, Inc.) - Website: https://www.asset-map.com/ - Category: Financial planning (core) - API access: Partner-gated - Last checked: 2026-10-17 - Id: `asset-map` · JSON: https://wealthtech.dev/products/asset-map.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Partner-gated | Checked on the source's own page. [www.asset-map.com](https://www.asset-map.com/apis) "Access to our Partner APIs require a unique client id and secret, which may be provided by Asset-Map upon request." | 2026-10-17 | | Developer docs | https://www.asset-map.com/apis | Checked on the source's own page. [www.asset-map.com](https://www.asset-map.com/apis) "Platform Partner API Overview" | 2026-10-17 | | API style | Not found | Not found. The overview lists endpoints with POST/GET/PUT/DELETE methods but does not name the API style. The overview lists endpoints with POST/GET/PUT/DELETE methods but does not name the API style. | 2026-10-17 | | Authentication | Not found | Not found. Page states OAuth 2.0 with approved redirect URIs and a client id and secret, but does not name the grant type. Page states OAuth 2.0 with approved redirect URIs and a client id and secret, but does not name the grant type. | 2026-10-17 | | How to get access | Complete the Partnership Interest Questionnaire and select 'Platform Integration'; an Asset-Map team member follows up. | Checked on the source's own page. [www.asset-map.com](https://www.asset-map.com/apis) "include “Platform Integration” as a selected area of interest" | 2026-10-17 | | Sandbox | Not found | Not found. Not stated on the Platform Partner API Overview. Not stated on the Platform Partner API Overview. | 2026-10-17 | | Rate limits | Not found | Not found. Not stated on the Platform Partner API Overview. Not stated on the Platform Partner API Overview. | 2026-10-17 | | Webhooks | Not found | Not found. Not stated on the Platform Partner API Overview. Not stated on the Platform Partner API Overview. | 2026-10-17 | | SDKs | Not found | Not found. Not stated on the Platform Partner API Overview. Not stated on the Platform Partner API Overview. | 2026-10-17 | | OpenAPI spec | Not found | Not found. No spec link on the overview page. No spec link on the overview page. | 2026-10-17 | | Partner program | Partnership Interest Questionnaire, 'Platform Integration' | Checked on the source's own page. [www.asset-map.com](https://www.asset-map.com/apis) "please complete our online Partnership Interest Question" | 2026-10-17 | | Public integration list | https://www.asset-map.com/product/integrations | Checked on the source's own page. [www.asset-map.com](https://www.asset-map.com/integrations) "Explore All Integrations" | 2026-10-17 | | Ways to connect | Native API | Checked on the source's own page. [www.asset-map.com](https://www.asset-map.com/apis) "All API requests must be authenticated using OAuth 2.0." | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - The overview lists household, instrument and member endpoints but gives no rate limits, sandbox, webhooks, SDKs or OpenAPI spec. - The OAuth grant type is not named. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/asset-map · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Black Diamond API: access, auth, sandbox and MCP (checked Oct 2026) > No Black Diamond developer documentation was readable: developer.sscblackdiamond.com failed to load and sscinc.com returned 403, and the pages that did load contain none. Black Diamond publishes a public integrations page, and claude.com lists an MCP connector at https://bd3.bdreporting.com/mcp that requires sign-in. - Vendor: SS&C Black Diamond Wealth Solutions (SS&C Technologies) - Website: https://www.sscblackdiamond.com/ - Category: Portfolio management and reporting (core) - API access: Couldn't read automatically - Last checked: 2026-10-17 - Id: `black-diamond` · JSON: https://wealthtech.dev/products/black-diamond.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Couldn't read automatically | Couldn't read automatically. https://developer.sscblackdiamond.com/ failed to load and https://www.sscinc.com/ failed to load (the Black Diamond product page there returned 403), so the pages most likely to hold developer documentation could not be read. The readable pages (https://www.sscblackdiamond.com/ and /solutions/integrations/) contain no API documentation or access instructions. https://developer.sscblackdiamond.com/ failed to load and https://www.sscinc.com/ failed to load (the Black Diamond product page there returned 403), so the pages most likely to hold developer documentation could not be read. The readable pages (https://www.sscblackdiamond.com/ and /solutions/integrations/) contain no API documentation or access instructions. | 2026-10-17 | | Developer docs | Not found | Not found. No public developer documentation URL found; see access note. No public developer documentation URL found; see access note. | 2026-10-17 | | API style | Not found | Not found. Not stated on any public page read. Not stated on any public page read. | 2026-10-17 | | Authentication | Not found | Not found. Not stated on any public page read. The claude.com listing says sign-in is required for the MCP connector. Not stated on any public page read. The claude.com listing says sign-in is required for the MCP connector. | 2026-10-17 | | How to get access | Not found | Not found. No public instructions found. No public instructions found. | 2026-10-17 | | Sandbox | Not found | Not found. Not stated on any public page read. Not stated on any public page read. | 2026-10-17 | | Rate limits | Not found | Not found. Not stated on any public page read. Not stated on any public page read. | 2026-10-17 | | Webhooks | Not found | Not found. Not stated on any public page read. Not stated on any public page read. | 2026-10-17 | | SDKs | Not found | Not found. Not stated on any public page read. Not stated on any public page read. | 2026-10-17 | | OpenAPI spec | Not found | Not found. None found on the public pages read. None found on the public pages read. | 2026-10-17 | | Partner program | Not found | Not found. The integrations page refers to 'Platform Partners' but states no program terms in its text. The integrations page refers to 'Platform Partners' but states no program terms in its text. | 2026-10-17 | | Public integration list | https://www.sscblackdiamond.com/solutions/integrations/ | Checked on the source's own page. [www.sscblackdiamond.com](https://www.sscblackdiamond.com/solutions/integrations/) "Driven by wealth professionals' preferences, we've established integrations with technology providers in every facet of wealth management." | 2026-10-17 | | Ways to connect | MCP | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/black-diamond) "Connector URL https://bd3.bdreporting.com/mcp" | 2026-10-17 | ## MCP servers and AI connectors - [Black Diamond connector (MCP)](https://wealthtech.dev/mcp/black-diamond-mcp): Remote MCP server, Live ## What the docs don't say - No developer documentation, authentication method, rate limits, sandbox or OpenAPI file was readable on the Black Diamond pages read; the developer site failed to load and sscinc.com returned 403. - The only machine-connection route found publicly is the MCP connector listed on claude.com, which is third-party evidence. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/black-diamond · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Boldin API: access, auth, sandbox and MCP (checked Oct 2026) > Boldin publishes developer docs for a REST Tenant Data API, embeddable widgets and an MCP server. The API uses an API key generated by a tenant admin, and an OpenAPI specification is downloadable from the reference page. - Vendor: NewRetirement, Inc. d/b/a Boldin (NewRetirement, Inc. d/b/a Boldin) - Website: https://www.boldin.com/ - Category: Financial planning (core) - API access: Open docs, keys by approval - Last checked: 2026-10-17 - Id: `boldin` · JSON: https://wealthtech.dev/products/boldin.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Open docs, keys by approval | Checked on the source's own page. [developers.boldin.com](https://developers.boldin.com/docs/tenant_data_api/) "you will need a tenant admin account, with API access enabled" | 2026-10-17 | | Developer docs | https://developers.boldin.com/ | Checked on the source's own page. [developers.boldin.com](https://developers.boldin.com/) "Boldin API Documentation" | 2026-10-17 | | API style | REST | Checked on the source's own page. [developers.boldin.com](https://developers.boldin.com/docs/tenant_data_api/) "The API is built on RESTful principles" | 2026-10-17 | | Authentication | API key | Checked on the source's own page. [developers.boldin.com](https://developers.boldin.com/docs/tenant_data_api/) "You can then generate an API key from your admin dashboard" | 2026-10-17 | | How to get access | Tenant admin account with API access enabled; generate an API key under API Clients. | Checked on the source's own page. [developers.boldin.com](https://developers.boldin.com/docs/tenant_data_api/) "You can then generate an API key from your admin dashboard, under the “API Clients” section." | 2026-10-17 | | Sandbox | Not found | Not found. Not stated on the Boldin developer pages read. Not stated on the Boldin developer pages read. | 2026-10-17 | | Rate limits | Not found | Not found. Not stated on the Boldin developer pages read. Not stated on the Boldin developer pages read. | 2026-10-17 | | Webhooks | Not found | Not found. Not stated on the Boldin developer pages read. Not stated on the Boldin developer pages read. | 2026-10-17 | | SDKs | Not found | Not found. The intro mentions 'web components, SDKs, and APIs' but names no SDK languages; the Widgets page lists web components (Retirement Calculator, Annuity Estimator, Roth Conversion). The intro mentions 'web components, SDKs, and APIs' but names no SDK languages; the Widgets page lists web components (Retirement Calculator, Annuity Estimator, Roth Conversion). | 2026-10-17 | | OpenAPI spec | Published | Checked on the source's own page. [developers.boldin.com](https://developers.boldin.com/api/v1/plan-data/) "Download OpenAPI specification" | 2026-10-17 | | Partner program | Enterprise white-label hosted planner; contact sales@boldin.com | Checked on the source's own page. [developers.boldin.com](https://developers.boldin.com/docs/intro/) "the Boldin Planner is also available as a hosted, white-label application" | 2026-10-17 | | Public integration list | Not found | Not found. No Boldin-hosted partner list found; boldin.com/advisors and boldin.com/retirement/integrations returned 404. No Boldin-hosted partner list found; boldin.com/advisors and boldin.com/retirement/integrations returned 404. | 2026-10-17 | | Ways to connect | Native API, MCP | Checked on the source's own page. [developers.boldin.com](https://developers.boldin.com/docs/tenant_data_api/) "Boldin Tenant Data API provides a set of endpoints for securely storing, retrieving, and managing user data." | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - The Tenant Data API needs a tenant admin account with API access enabled; the page does not say how to obtain that account. - No rate limits, sandbox or webhooks are described on the developer pages read. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/boldin · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # ByAllAccounts API: access, auth, sandbox and MCP (checked Oct 2026) > ByAllAccounts, a Morningstar product, documents its investor and advisor account aggregation APIs publicly, but credentials and a DEV Firm ID are issued only after contracting. It offers a REST API with embedded OpenAPI 3.0.1 definitions, a DataConnect XML API, UI components and a Postman collection. - Vendor: Morningstar (Morningstar, Inc.) - Website: https://developers.byallaccounts.morningstar.com/ - Category: Account aggregation (adjacent) - API access: Partner-gated - Last checked: 2026-10-17 - Id: `byallaccounts` · JSON: https://wealthtech.dev/products/byallaccounts.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Partner-gated | Checked on the source's own page. [developers.byallaccounts.morningstar.com](https://developers.byallaccounts.morningstar.com/docs/1-access.md) "Upon contracting, your assigned ByAllAccounts Implementation Manager will kick off the project." | 2026-10-17 | | Developer docs | https://developers.byallaccounts.morningstar.com/ | Checked on the source's own page. [developers.byallaccounts.morningstar.com](https://developers.byallaccounts.morningstar.com/) "Here you'll find everything you need to seamlessly integrate account aggregation into your platform, including comprehensive integration guides and API references." | 2026-10-17 | | API style | REST, Bulk XML, Files over SFTP | Checked on the source's own page. [developers.byallaccounts.morningstar.com](https://developers.byallaccounts.morningstar.com/docs/connect-suite.md) "\| [DataConnect XML API](https://www.byallaccounts.net/Manuals/DataConnect/DataConnect_V4_Ultra_User_Guide.PDF) \| API \| This API supports a wide variety of user registration, authentication, and data extraction operations across all user types." | 2026-10-17 | | Authentication | Partner credentials | Checked on the source's own page. [developers.byallaccounts.morningstar.com](https://developers.byallaccounts.morningstar.com/docs/3-authenticate-users.md) "Invoke a DataConnect API `` request, providing your Administrator credentials" | 2026-10-17 | | How to get access | Contract with ByAllAccounts; an Implementation Manager then configures access and issues Firm IDs for PROD and DEV plus administrator credentials. | Checked on the source's own page. [developers.byallaccounts.morningstar.com](https://developers.byallaccounts.morningstar.com/docs/1-access.md) "They will then configure your access to the ByAllAccounts platform." | 2026-10-17 | | Sandbox | Yes, on request | Checked on the source's own page. [developers.byallaccounts.morningstar.com](https://developers.byallaccounts.morningstar.com/docs/1-access.md) "**ByAllAccounts Firm IDs for PROD and DEV** licensed to use the Connect Suite" | 2026-10-17 | | Rate limits | Not found | Not found. No rate limits found on the Connect development guide, REST API landing page or endpoint reference pages read. No rate limits found on the Connect development guide, REST API landing page or endpoint reference pages read. | 2026-10-17 | | Webhooks | Not found | Not found. No webhooks found. The Connect Suite docs describe critical component events handled in the parent web page ('7. Manage Critical Events'), not server webhooks. No webhooks found. The Connect Suite docs describe critical component events handled in the parent web page ('7. Manage Critical Events'), not server webhooks. | 2026-10-17 | | SDKs | UI components (W3C custom HTML elements), Postman collection | Checked on the source's own page. [developers.byallaccounts.morningstar.com](https://developers.byallaccounts.morningstar.com/docs/connect-suite.md) "W3C custom HTML element" | 2026-10-17 | | OpenAPI spec | Published | Checked on the source's own page. [developers.byallaccounts.morningstar.com](https://developers.byallaccounts.morningstar.com/reference/getpositionsusingget-1.md) ""openapi": "3.0.1"" | 2026-10-17 | | Partner program | Not found | Not found. No partner program page found on the developer hub pages read. No partner program page found on the developer hub pages read. | 2026-10-17 | | Public integration list | https://developers.byallaccounts.morningstar.com/llms.txt | Checked on the source's own page. [developers.byallaccounts.morningstar.com](https://developers.byallaccounts.morningstar.com/llms.txt) "## Documentation: Advisor Feed Onboarding Hub" | 2026-10-17 | | Ways to connect | Native API, File exchange | Checked on the source's own page. [developers.byallaccounts.morningstar.com](https://developers.byallaccounts.morningstar.com/docs/connect-suite.md) "The Connect Suite supports two distinct user types: investors, who link their own accounts, and advisors, who link their managed/book of business accounts." | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - No rate limits are stated on the pages read. - The REST API reference covers four endpoints (persons create/delete, positions, transactions); the guide says DataConnect XML operations are also needed for the investor aggregation workflow. - The embedded OpenAPI definition's server URL is //basrvqaap6001.morningstar.com/WPDemo/webportfolio/api/v1; no production base URL is stated on the pages read. - The www.morningstar.com product page for ByAllAccounts returned a human-verification page (HTTP 202) to automated reading, so product claims there were not captured. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/byallaccounts · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # COMPLY (Comply for RIA, formerly RIA in a Box) API and MCP > Comply for RIA (formerly RIA in a Box) is part of Comply's compliance software. No public API documentation was found; Comply lists integration partners and announced a ComplyAI MCP Server in April 2026 without publishing an endpoint. - Vendor: Comply (Comply) - Website: https://www.comply.com/ - Category: Compliance and archiving (core) - API access: Not found - Last checked: 2026-10-17 - Id: `comply` · JSON: https://wealthtech.dev/products/comply.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Not found | Not found. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. | 2026-10-17 | | Developer docs | Not found | Not found. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. | 2026-10-17 | | API style | Not found | Not found. No API documentation found, so the API style is not known. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. No API documentation found, so the API style is not known. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. | 2026-10-17 | | Authentication | Not found | Not found. No API authentication documented. The press release says MCP server connections are authenticated against the firm's existing identity infrastructure. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. No API authentication documented. The press release says MCP server connections are authenticated against the firm's existing identity infrastructure. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. | 2026-10-17 | | How to get access | Not found | Not found. No public instructions for API or integration access. The press release says access to the MCP server is authorized by the compliance team. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. No public instructions for API or integration access. The press release says access to the MCP server is authorized by the compliance team. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. | 2026-10-17 | | Sandbox | Not found | Not found. Not mentioned on the pages read. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. Not mentioned on the pages read. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. | 2026-10-17 | | Rate limits | Not found | Not found. Not mentioned on the pages read. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. Not mentioned on the pages read. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. | 2026-10-17 | | Webhooks | Not found | Not found. Not mentioned on the pages read. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. Not mentioned on the pages read. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. | 2026-10-17 | | SDKs | Not found | Not found. Not mentioned on the pages read. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. Not mentioned on the pages read. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. | 2026-10-17 | | OpenAPI spec | Not found | Not found. No OpenAPI spec or API reference found. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. No OpenAPI spec or API reference found. Pages tried: comply.com home, /products/comply-platform, /products/comply-ria, /partnerships and the ComplyAI MCP Server press release; complysci.com/riaina-box returned 404. No developer, API or documentation page was linked. | 2026-10-17 | | Partner program | https://www.comply.com/partnerships/ | Checked on the source's own page. [www.comply.com](https://www.comply.com/partnerships/) "We partner with firms in various capacities, from product integrations to thought leadership and referral programs." | 2026-10-17 | | Public integration list | https://www.comply.com/partnerships/ | Checked on the source's own page. [www.comply.com](https://www.comply.com/partnerships/) "The integration allows a joint Black Diamond and Comply for RIA client to automate compliance and registration requirements to help ensure consistent and accurate registration and Form ADV information is filed." | 2026-10-17 | | Ways to connect | MCP | Checked on the source's own page. [www.comply.com](https://www.comply.com/resource/comply-launches-financial-services-first-agentic-compliance-platform-mcp-server-enabling-teams-to-build-custom-ai-agents-without-developers/) "today announced the ComplyAI MCP Server" | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - No public developer documentation, API reference, auth method, sandbox or rate limits were found. - The partnerships page describes integrations in marketing prose and does not say whether they use an API, files or single sign-on. - The ComplyAI MCP Server press release names no endpoint, transport or tool list. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/comply · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Conquest Planning API: access, auth, sandbox and MCP (checked Oct 2026) > Conquest says it offers an open, two-way API to its SAM engine but publishes no developer documentation. It also describes an MCP server that firms enable through a short setup and agreement with Conquest. - Vendor: Conquest Planning Inc. (Conquest Planning Inc.) - Website: https://conquestplanning.com/ - Category: Financial planning (core) - API access: Not found - Last checked: 2026-10-17 - Id: `conquest-planning` · JSON: https://wealthtech.dev/products/conquest-planning.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Not found | Not found. Vendor states an open two-way API (FAQ) but publishes no developer docs or access process. Pages tried: /platform, /resources/financial-planning-platform-faq, /en-us/digital, /solutions/mcp. Vendor states an open two-way API (FAQ) but publishes no developer docs or access process. Pages tried: /platform, /resources/financial-planning-platform-faq, /en-us/digital, /solutions/mcp. | 2026-10-17 | | Developer docs | Not found | Not found. No developer documentation URL found on the pages tried. No developer documentation URL found on the pages tried. | 2026-10-17 | | API style | Not found | Not found. Not stated; the vendor says only 'open, two-way API'. Not stated; the vendor says only 'open, two-way API'. | 2026-10-17 | | Authentication | Not found | Not found. Not stated for the API. The MCP page says connections are authenticated and firms opt in. Not stated for the API. The MCP page says connections are authenticated and firms opt in. | 2026-10-17 | | How to get access | For the MCP server: a short setup and agreement with the Conquest team. For the API no process is published. | Checked on the source's own page. [conquestplanning.com](https://conquestplanning.com/solutions/mcp) "turning it on involves a short setup and agreement with your Conquest team" | 2026-10-17 | | Sandbox | Not found | Not found. Not stated. Not stated. | 2026-10-17 | | Rate limits | Not found | Not found. Not stated. Not stated. | 2026-10-17 | | Webhooks | Not found | Not found. Not stated. Not stated. | 2026-10-17 | | SDKs | Not found | Not found. Not stated. Not stated. | 2026-10-17 | | OpenAPI spec | Not found | Not found. No spec or developer portal found. No spec or developer portal found. | 2026-10-17 | | Partner program | Not found | Not found. No partner-application page found on the pages tried. No partner-application page found on the pages tried. | 2026-10-17 | | Public integration list | Not found | Not found. No integration list found on the pages tried. No integration list found on the pages tried. | 2026-10-17 | | Ways to connect | Native API, MCP | Checked on the source's own page. [conquestplanning.com](https://conquestplanning.com/resources/financial-planning-platform-faq) "We offer an open, two-way API that lets your firm integrate our Strategic Advice Manager® (SAM)" | 2026-10-17 | ## MCP servers and AI connectors - [Conquest MCP Server](https://wealthtech.dev/mcp/conquest-mcp): Remote MCP server, Announced ## What the docs don't say - Conquest describes an open, two-way API but publishes no endpoints, authentication, sandbox or access process. - The MCP page describes the server and says enabling it needs a setup and agreement with Conquest; no public endpoint is given. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/conquest-planning · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Docupace API: access, auth, sandbox and MCP (checked Oct 2026) > Docupace offers REST APIs for uploading documents into its books-and-records storage or workflows. Credentials require a signed 3rd Party Access Agreement, and the developer portal documentation sits behind a login. - Vendor: Docupace Technologies (Docupace Technologies) - Website: https://www.docupace.com/ - Category: Compliance and archiving (core) - API access: Partner-gated - Last checked: 2026-10-17 - Id: `docupace` · JSON: https://wealthtech.dev/products/docupace.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Partner-gated | Checked on the source's own page. [www.docupace.com](https://www.docupace.com/api-integrations/) "If you are a current Docupace client or a 3rd party integration partner of a Docupace client you will need to sign a 3rd Party Access Agreement and Terms and Conditions in order to obtain appropriate credentials to connect." | 2026-10-17 | | Developer docs | https://www.docupace.com/developer-resources/ | Checked on the source's own page. [www.docupace.com](https://www.docupace.com/developer-resources/) "Welcome to our developer portal, the ultimate destination for developers looking to integrate their applications with our platform." | 2026-10-17 | | API style | REST | Checked on the source's own page. [www.docupace.com](https://www.docupace.com/platform-overview/) "Open REST APIs and embeddable widgets" | 2026-10-17 | | Authentication | Not found | Not found. Auth method not stated on public pages. The developer portal (reached from docupace.com/developer-resources via developer-portal.qa.dpai.tech) redirects to a login page (HTTP 401 on /apiReference), so guides, API reference and data models were not read. Auth method not stated on public pages. The developer portal (reached from docupace.com/developer-resources via developer-portal.qa.dpai.tech) redirects to a login page (HTTP 401 on /apiReference), so guides, API reference and data models were not read. | 2026-10-17 | | How to get access | Sign a 3rd Party Access Agreement and Terms and Conditions; contact your Docupace Support Manager or Customer Success Manager. | Checked on the source's own page. [www.docupace.com](https://www.docupace.com/api-integrations/) "Please contact your Docupace Support Manager or Customer Success Manager with any questions." | 2026-10-17 | | Sandbox | Yes, self-serve | Checked on the source's own page. [docupace-qa-devportal.us.auth0.com](https://docupace-qa-devportal.us.auth0.com/login?state=hKFo2SBadTdra1dneVVnSUViYXoxc3hZb1BEdXJoRGcyUzFvUKFupWxvZ2luo3RpZNkgb1VMR3NFNnR2bWVDTVNCNnNrbDRvUDVtRDlhNTlDQUajY2lk2SBVaEdHNndldFRNVXNNTkFDT0JJY1Zncng1S2FsZ1BTTg&client=UhGG6wetTMUsMNACOBIcVgrx5KalgPSN&protocol=oauth2&scope=openid%20profile%20email&response_type=code&redirect_uri=https%3A%2F%2Fdeveloper-portal.qa.dpai.tech%2Fapi%2Fauth%2Fcallback&nonce=FQbjXMJ87PcBcsJt39FO5YOe90YDiszKjCnYnO_S1wg&code_challenge=tQC9UD7zZbsd83Q3XfhXmU1S7uoOfbz7oG8J77aiwAw&code_challenge_method=S256) "Use sample data to test and validate" | 2026-10-17 | | Rate limits | Couldn't read automatically | Couldn't read automatically. Not found on public pages. The developer portal (reached from docupace.com/developer-resources via developer-portal.qa.dpai.tech) redirects to a login page (HTTP 401 on /apiReference), so guides, API reference and data models were not read. Not found on public pages. The developer portal (reached from docupace.com/developer-resources via developer-portal.qa.dpai.tech) redirects to a login page (HTTP 401 on /apiReference), so guides, API reference and data models were not read. | 2026-10-17 | | Webhooks | Couldn't read automatically | Couldn't read automatically. Not found on public pages. The developer portal (reached from docupace.com/developer-resources via developer-portal.qa.dpai.tech) redirects to a login page (HTTP 401 on /apiReference), so guides, API reference and data models were not read. Not found on public pages. The developer portal (reached from docupace.com/developer-resources via developer-portal.qa.dpai.tech) redirects to a login page (HTTP 401 on /apiReference), so guides, API reference and data models were not read. | 2026-10-17 | | SDKs | Couldn't read automatically | Couldn't read automatically. Not found on public pages. The developer portal (reached from docupace.com/developer-resources via developer-portal.qa.dpai.tech) redirects to a login page (HTTP 401 on /apiReference), so guides, API reference and data models were not read. Not found on public pages. The developer portal (reached from docupace.com/developer-resources via developer-portal.qa.dpai.tech) redirects to a login page (HTTP 401 on /apiReference), so guides, API reference and data models were not read. | 2026-10-17 | | OpenAPI spec | Couldn't read automatically | Couldn't read automatically. API reference is inside the login-gated developer portal; whether an OpenAPI spec is offered was not checked. The developer portal (reached from docupace.com/developer-resources via developer-portal.qa.dpai.tech) redirects to a login page (HTTP 401 on /apiReference), so guides, API reference and data models were not read. API reference is inside the login-gated developer portal; whether an OpenAPI spec is offered was not checked. The developer portal (reached from docupace.com/developer-resources via developer-portal.qa.dpai.tech) redirects to a login page (HTTP 401 on /apiReference), so guides, API reference and data models were not read. | 2026-10-17 | | Partner program | https://www.docupace.com/api-integrations/ | Checked on the source's own page. [www.docupace.com](https://www.docupace.com/api-integrations/) "Our APIs allow entities to upload documents for books and records storage or for insertion into a Docupace workflow process." | 2026-10-17 | | Public integration list | https://www.docupace.com/integrations/ | Checked on the source's own page. [www.docupace.com](https://www.docupace.com/integrations/) "Docupace, PreciseFP, and Hubly connect with dozens of the tools your firm already relies on." | 2026-10-17 | | Ways to connect | Native API | Checked on the source's own page. [www.docupace.com](https://www.docupace.com/platform-overview/) "Open REST APIs and embeddable widgets" | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - The public pages say the APIs upload documents for books and records storage or into a Docupace workflow; they do not list endpoints. - The public site calls the APIs 'open REST APIs' while the API integrations page requires a signed 3rd Party Access Agreement for credentials. - Authentication, rate limits, webhooks and any OpenAPI spec are inside the login-gated developer portal. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/docupace · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # eMoney Advisor API: access, auth, sandbox and MCP (checked Oct 2026) > eMoney's APIs use certificate-based authentication: you give eMoney an X.509 certificate and receive an admin-level ID. The published rate limit is 60 concurrent calls, with 250 calls per hour on Monte Carlo endpoints. Third-party integration requests go through eMoney's review and are not guaranteed approval. - Vendor: eMoney Advisor, LLC (eMoney Advisor, LLC) - Website: https://emoneyadvisor.com/ - Category: Financial planning (core) - API access: Partner-gated - Last checked: 2026-10-17 - Id: `emoney` · JSON: https://wealthtech.dev/products/emoney.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Partner-gated | Checked on the source's own page. [developer.emoneyadvisor.com](https://developer.emoneyadvisor.com/resources/docs/third-party-integration-apis) "submitting a request does not guarantee approval or immediate access to integrate" | 2026-10-17 | | Developer docs | https://developer.emoneyadvisor.com/ | Checked on the source's own page. [developer.emoneyadvisor.com](https://developer.emoneyadvisor.com/) "Build, test, and deploy faster than ever with eMoney APIs." | 2026-10-17 | | API style | Not found | Not found. Public pages list endpoints with Get/Create/Update/Delete operations but do not name the API style; the reference pages require sign-in. Public pages list endpoints with Get/Create/Update/Delete operations but do not name the API style; the reference pages require sign-in. | 2026-10-17 | | Authentication | OAuth 2.0 (JWT with certificate) | Checked on the source's own page. [developer.emoneyadvisor.com](https://developer.emoneyadvisor.com/resources/docs/faq) "eMoney APIs utilize a certificate-based authentication method for connectivity." | 2026-10-17 | | How to get access | Provide the eMoney team with an X.509 public certificate signed by an external, trusted certificate authority; eMoney then provides an admin-level ID. | Checked on the source's own page. [developer.emoneyadvisor.com](https://developer.emoneyadvisor.com/resources/docs/faq) "you will need to provide the eMoney Team with a X.509 Public Certificate signed by an external, trusted Certificate Authority (CA)" | 2026-10-17 | | Sandbox | Not found | Not found. The FAQ advises a separate certificate for testing and for production but does not describe a test environment or how to get one. The FAQ advises a separate certificate for testing and for production but does not describe a test environment or how to get one. | 2026-10-17 | | Rate limits | 60 concurrent calls; Monte Carlo endpoints 250 calls per hour; 429 on exceed | Checked on the source's own page. [developer.emoneyadvisor.com](https://developer.emoneyadvisor.com/resources/docs/faq) "Our APIs have a built-in rate limit of 60 concurrent calls." | 2026-10-17 | | Webhooks | Not found | Not found. No webhook page found on the public developer pages read (home, products, FAQ, third-party and aggregation pages). No webhook page found on the public developer pages read (home, products, FAQ, third-party and aggregation pages). | 2026-10-17 | | SDKs | Not found | Not found. None named on the public developer pages read. The aggregation page lists web components (Add Accounts, Accounts by Connection, Manage Connections), which are not SDKs. None named on the public developer pages read. The aggregation page lists web components (Add Accounts, Accounts by Connection, Manage Connections), which are not SDKs. | 2026-10-17 | | OpenAPI spec | Not found | Not found. No OpenAPI download visible on the public pages; the reference pages redirect to a sign-in page. research/03 recorded the download as hidden; not re-verifiable without sign-in. No OpenAPI download visible on the public pages; the reference pages redirect to a sign-in page. research/03 recorded the download as hidden; not re-verifiable without sign-in. | 2026-10-17 | | Partner program | Third-party integration requests are submitted through the Contact Us form and reviewed against customer benefit, strategic alignment, technical feasibility, security and capacity. | Checked on the source's own page. [developer.emoneyadvisor.com](https://developer.emoneyadvisor.com/resources/docs/third-party-integration-apis) "All integration requests are evaluated through our review process" | 2026-10-17 | | Public integration list | Not found | Not found. No eMoney-hosted public partner list found on the developer.emoneyadvisor.com pages read (home, products, third-party, aggregation, FAQ). No eMoney-hosted public partner list found on the developer.emoneyadvisor.com pages read (home, products, third-party, aggregation, FAQ). | 2026-10-17 | | Ways to connect | Native API | Checked on the source's own page. [developer.emoneyadvisor.com](https://developer.emoneyadvisor.com/) "our APIs give you the power and flexibility to make it happen" | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - The planning and aggregation API references are behind a developer-portal sign-in; only the overview, products, FAQ and third-party pages are public. - No public webhook, SDK, sandbox or OpenAPI details were found on the public pages. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/emoney · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Envestnet Tamarac API: access, auth, sandbox and MCP (checked Oct 2026) > Envestnet Tamarac has two APIs described publicly: a REST Batch API for bulk reports and an External API for real-time client, household and group data. Reference, documentation and credentials require Envestnet Developer Portal credentials, requested through your Account Manager. - Vendor: Envestnet (Envestnet) - Website: https://www.envestnet.com/tamarac - Category: Portfolio management and reporting (core) - API access: Partner-gated - Last checked: 2026-10-17 - Id: `envestnet-tamarac` · JSON: https://wealthtech.dev/products/envestnet-tamarac.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Partner-gated | Checked on the source's own page. [developer.envestnet.com](https://developer.envestnet.com/products/tamarac/batch-api) "To access the API reference, documentation, and credentials, you’ll need Envestnet Developer Portal credentials." | 2026-10-17 | | Developer docs | https://developer.envestnet.com/products/tamarac | Checked on the source's own page. [developer.envestnet.com](https://developer.envestnet.com/products/tamarac) "Retrieve real-time data directly from Tamarac to report on your clients." | 2026-10-17 | | API style | REST | Checked on the source's own page. [developer.envestnet.com](https://developer.envestnet.com/products/tamarac/batch-api) "Queue your custom report using the REST Batch API and select from previously created report templates." | 2026-10-17 | | Authentication | Not found | Not found. Authentication scheme not stated on the public Tamarac developer pages. Authentication scheme not stated on the public Tamarac developer pages. | 2026-10-17 | | How to get access | Contact your Envestnet Account Manager to discuss business requirements; an Integrations Team discovery session is offered | Checked on the source's own page. [developer.envestnet.com](https://developer.envestnet.com/products/tamarac/batch-api) "Please reach out to your Account Manager to discuss your business requirements." | 2026-10-17 | | Sandbox | Not found | Not found. Not stated on the public Tamarac developer pages. Not stated on the public Tamarac developer pages. | 2026-10-17 | | Rate limits | Not found | Not found. Not stated on the public Tamarac developer pages. Not stated on the public Tamarac developer pages. | 2026-10-17 | | Webhooks | Not found | Not found. Not stated on the public Tamarac developer pages. Not stated on the public Tamarac developer pages. | 2026-10-17 | | SDKs | Not found | Not found. Not stated on the public Tamarac developer pages. Not stated on the public Tamarac developer pages. | 2026-10-17 | | OpenAPI spec | Not found | Not found. The pages link an 'API REFERENCE' but the reference requires portal credentials; format not stated. The pages link an 'API REFERENCE' but the reference requires portal credentials; format not stated. | 2026-10-17 | | Partner program | Not found | Not found. No partner program page found on developer.envestnet.com pages read. No partner program page found on developer.envestnet.com pages read. | 2026-10-17 | | Public integration list | Not found | Not found. No public Tamarac integration list found on the pages read. No public Tamarac integration list found on the pages read. | 2026-10-17 | | Ways to connect | Native API, File exchange | Checked on the source's own page. [developer.envestnet.com](https://developer.envestnet.com/products/tamarac/external-api) "Use the External API to efficiently retrieve real-time access real-time Tamarac client, household, and group data" | 2026-10-17 | ## MCP servers and AI connectors - [Envestnet connector (Tamarac and MoneyGuide)](https://wealthtech.dev/mcp/envestnet-connector): Vendor AI connector (not MCP), Announced ## What the docs don't say - Authentication method, rate limits, sandbox, webhooks and OpenAPI status are not stated on the public pages; the reference needs Developer Portal credentials. - An Envestnet connector for Claude was mentioned in research but no listing page was found. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/envestnet-tamarac · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Envestnet Wealth Data Platform API: access, auth, sandbox and MCP > The name Wealth Data Platform does not appear on Envestnet's public pages. Envestnet's developer portal lists products including Data Extracts, which delivers nightly files to a secure FTP site configured by Envestnet Tech Support, and Investor Experience APIs. - Vendor: Envestnet (Envestnet) - Website: https://www.envestnet.com/data-solutions - Category: Account aggregation (adjacent) - API access: Not found - Last checked: 2026-10-17 - Id: `envestnet-wealth-data-platform` · JSON: https://wealthtech.dev/products/envestnet-wealth-data-platform.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Not found | Not found. The name 'Wealth Data Platform' does not appear on the Envestnet pages read. Pages tried: https://www.envestnet.com/data-solutions, https://developer.envestnet.com/, https://developer.envestnet.com/products/envestnet, https://developer.envestnet.com/products/envestnet/data-extracts. The Tamarac developer pages on the same portal say reference and credentials need Developer Portal credentials; that statement is not repeated on these pages. The name 'Wealth Data Platform' does not appear on the Envestnet pages read. Pages tried: https://www.envestnet.com/data-solutions, https://developer.envestnet.com/, https://developer.envestnet.com/products/envestnet, https://developer.envestnet.com/products/envestnet/data-extracts. The Tamarac developer pages on the same portal say reference and credentials need Developer Portal credentials; that statement is not repeated on these pages. | 2026-10-17 | | Developer docs | https://developer.envestnet.com/products/envestnet/data-extracts | Checked on the source's own page. [developer.envestnet.com](https://developer.envestnet.com/products/envestnet/data-extracts) "Use data extracts to receive nightly updates of your information on our platform." | 2026-10-17 | | API style | Files over SFTP | Checked on the source's own page. [developer.envestnet.com](https://developer.envestnet.com/products/envestnet/data-extracts) "Extract files provided on a secure FTP site" | 2026-10-17 | | Authentication | Not found | Not found. Not stated on the public Envestnet product pages read. Not stated on the public Envestnet product pages read. | 2026-10-17 | | How to get access | Data extracts are configured by Envestnet Tech Support | Checked on the source's own page. [developer.envestnet.com](https://developer.envestnet.com/products/envestnet/data-extracts) "Configured by Envestnet Tech Support." | 2026-10-17 | | Sandbox | Not found | Not found. Not stated on the public Envestnet product pages read. Not stated on the public Envestnet product pages read. | 2026-10-17 | | Rate limits | Not found | Not found. Not stated on the public Envestnet product pages read. Not stated on the public Envestnet product pages read. | 2026-10-17 | | Webhooks | Not found | Not found. Not stated on the public Envestnet product pages read. Not stated on the public Envestnet product pages read. | 2026-10-17 | | SDKs | Not found | Not found. Not stated on the public Envestnet product pages read. Not stated on the public Envestnet product pages read. | 2026-10-17 | | OpenAPI spec | Not found | Not found. None found. None found. | 2026-10-17 | | Partner program | Not found | Not found. Not found on the pages read. Not found on the pages read. | 2026-10-17 | | Public integration list | Not found | Not found. Not found on the pages read. Not found on the pages read. | 2026-10-17 | | Ways to connect | File exchange, Native API | Checked on the source's own page. [developer.envestnet.com](https://developer.envestnet.com/products/envestnet) "Build your own investor portal using client-focused APIs" | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - Envestnet's public pages do not use the name 'Wealth Data Platform'; the closest public surfaces are Envestnet Data Solutions and the Envestnet products on developer.envestnet.com (Data Extracts, Investor Experience). - Authentication, limits and documentation for these products were not readable publicly. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/envestnet-wealth-data-platform · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Fidelity Wealthscape Integration Xchange API: access, auth, sandbox and MCP > Fidelity's Integration Xchange is a gated digital store for Wealthscape integrations: real-time APIs and single sign-on, plus bulk data feeds and FIX. You request access and work with an integration consultant; documentation is not public. - Vendor: Fidelity Investments (Fidelity Investments) - Website: https://clearingcustody.fidelity.com/ - Category: Custodians (core) - API access: Partner-gated - Last checked: 2026-10-17 - Id: `fidelity-integration-xchange` · JSON: https://wealthtech.dev/products/fidelity-integration-xchange.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Partner-gated | Checked on the source's own page. [clearingcustody.fidelity.com](https://clearingcustody.fidelity.com/app/item/RD_9883092/integration-xchange.html) "Our digital store helps you intelligently and securely customize wealth management technology. REQUEST ACCESS LOGIN" | 2026-10-17 | | Developer docs | Not found | Not found. Documentation is downloaded inside the Integration Xchange store ('Download documentation, confirm requirements, test, and deploy'); no public documentation URL found. Documentation is downloaded inside the Integration Xchange store ('Download documentation, confirm requirements, test, and deploy'); no public documentation URL found. | 2026-10-17 | | API style | FIX | Checked on the source's own page. [clearingcustody.fidelity.com](https://clearingcustody.fidelity.com/app/item/RD_9883092/integration-xchange.html) "Manage orders and trades through the Financial Information eXchange (FIX), the standard for trading and regulatory messaging." | 2026-10-17 | | Authentication | Not found | Not found. Not stated on the public page. Not stated on the public page. | 2026-10-17 | | How to get access | Request access to the Integration Xchange store, or contact Fidelity; an integration consultant helps design the solution | Checked on the source's own page. [clearingcustody.fidelity.com](https://clearingcustody.fidelity.com/app/item/RD_9883092/integration-xchange.html) "Collaborate with an integration consultant to design a solution" | 2026-10-17 | | Sandbox | Not found | Not found. The page lists 'test' as a step but describes no test environment. The page lists 'test' as a step but describes no test environment. | 2026-10-17 | | Rate limits | Not found | Not found. Not stated on the public page. Not stated on the public page. | 2026-10-17 | | Webhooks | Not found | Not found. Not stated on the public page. Not stated on the public page. | 2026-10-17 | | SDKs | Not found | Not found. Not stated on the public page. Not stated on the public page. | 2026-10-17 | | OpenAPI spec | Not found | Not found. None found; documentation is in the gated store. None found; documentation is in the gated store. | 2026-10-17 | | Partner program | Not found | Not found. No separate program page found; the store page is the entry point. No separate program page found; the store page is the entry point. | 2026-10-17 | | Public integration list | Not found | Not found. The page says 'Choose from 200+ fintech solutions' but the list is inside the store (login); no public list of names in the page text. The page says 'Choose from 200+ fintech solutions' but the list is inside the store (login); no public list of names in the page text. | 2026-10-17 | | Ways to connect | Native API, Single sign-on, File exchange | Checked on the source's own page. [clearingcustody.fidelity.com](https://clearingcustody.fidelity.com/app/item/RD_9883092/integration-xchange.html) "Incorporate certain Wealthscape pages into your own site navigation or link directly to Wealthscape." | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - API protocol, authentication, sandbox, limits and specs are not published; documentation sits behind Integration Xchange access. - The page reports 400+ active integration points but does not list them. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/fidelity-integration-xchange · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Mastercard Open Finance US (Finicity) API: access, auth, sandbox and MCP > Mastercard Open Finance US, provided by Finicity, is a REST API with a self-serve Sandbox project and a published OpenAPI 3.0.3 spec. Investment account data comes through the general account and transaction APIs, and Production access requires a contract with Mastercard. - Vendor: Mastercard (Finicity) (Finicity) - Website: https://www.finicity.com/ - Category: Account aggregation (adjacent) - API access: Open: self-serve docs and keys - Last checked: 2026-10-17 - Id: `finicity` · JSON: https://wealthtech.dev/products/finicity.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Open: self-serve docs and keys | Checked on the source's own page. [developer.mastercard.com](https://developer.mastercard.com/open-finance-us/documentation/onboarding/) "Open Finance provides Sandbox and Production environments." | 2026-10-17 | | Developer docs | https://developer.mastercard.com/open-finance-us/documentation/ | Checked on the source's own page. [developer.mastercard.com](https://developer.mastercard.com/open-finance-us/documentation/) "Mastercard Open Finance US enables simple and secure financial data sharing for consumer and small business applications." | 2026-10-17 | | API style | REST | Checked on the source's own page. [developer.mastercard.com](https://developer.mastercard.com/open-finance-us/documentation/onboarding/) "To use the Open Finance REST APIs, you will need the following:" | 2026-10-17 | | Authentication | Partner credentials | Checked on the source's own page. [developer.mastercard.com](https://developer.mastercard.com/open-finance-us/documentation/onboarding/) "To create a token, you are required to provide the PartnerID along with the corresponding secret and appKey." | 2026-10-17 | | How to get access | Create a Sandbox project in the developer dashboard to get a Partner ID, secret and app key; request Production access from the project Summary page, which needs an executed contract with Mastercard. | Checked on the source's own page. [developer.mastercard.com](https://developer.mastercard.com/open-finance-us/documentation/onboarding/) "To request Production access, click the Request Production access button on the Summary page." | 2026-10-17 | | Sandbox | Yes, self-serve | Checked on the source's own page. [developer.mastercard.com](https://developer.mastercard.com/open-finance-us/documentation/onboarding/) "A Sandbox project gives you access to the Open Finance Test Drive plan. Test Drive is a non-billable, unlimited plan that provides access to all Open Finance API endpoints." | 2026-10-17 | | Rate limits | Not found | Not found. No numeric rate limits found on the overview, API basics (onboarding), quick start, webhooks or release history pages. The onboarding page says the App Key controls the rate limit and that invalid keys have a rate limit of 0. No numeric rate limits found on the overview, API basics (onboarding), quick start, webhooks or release history pages. The onboarding page says the App Key controls the rate limit and that invalid keys have a rate limit of 0. | 2026-10-17 | | Webhooks | Yes | Checked on the source's own page. [developer.mastercard.com](https://developer.mastercard.com/open-finance-us/documentation/) "Webhooks deliver real-time event notifications for Data Connect, TxPUSH and report generation." | 2026-10-17 | | SDKs | Data Connect SDKs (Web, iOS, Android, React Native), client libraries generatable from the OpenAPI spec (Java, C#, JavaScript, Python and more) | Checked on the source's own page. [developer.mastercard.com](https://developer.mastercard.com/open-finance-us/documentation/quick-start-guide/) "Generate type-safe client libraries from the API specification for Java, C#, JavaScript, Python, and more" | 2026-10-17 | | OpenAPI spec | Published | Checked on the source's own page. [static.developer.mastercard.com](https://static.developer.mastercard.com/content/open-finance-us/swagger/openbanking-us.yaml) "OpenAPI specification for Finicity APIs." | 2026-10-17 | | Partner program | Partner Linked Access and Partner Direct Model participant models documented | Checked on the source's own page. [developer.mastercard.com](https://developer.mastercard.com/open-finance-us/documentation/participant-model/partner-linked/client/client-steps/) "This page is intended for clients (application developers) who wish to obtain and share an access token (consent receipt) to allow their customers to consent to allow a third party processor to access some of their details" | 2026-10-17 | | Public integration list | Not found | Not found. No public list of integrations found on the documentation pages read. No public list of integrations found on the documentation pages read. | 2026-10-17 | | Ways to connect | Native API | Checked on the source's own page. [developer.mastercard.com](https://developer.mastercard.com/open-finance-us/documentation/usecases/investment-data/) "Eligible investment accounts are returned through the regular Account Aggregation and Transaction Data APIs with no need for any additional API calls." | 2026-10-17 | ## MCP servers and AI connectors - [Mastercard Developers Agent Toolkit (MCP)](https://wealthtech.dev/mcp/finicity-agent-toolkit): Developer-tooling MCP server, Live ## What the docs don't say - No numeric rate limits are published on the pages read. - The Investment Data use case page describes accounts, holdings and related activity but names no separate investments product; investment accounts come through the general account and transaction APIs. - Production access depends on an executed contract with Mastercard, and the pages read state no pricing. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/finicity · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # FINRA API Platform API: access, auth, sandbox and MCP (checked Oct 2026) > FINRA's API Platform exposes Query, Notification and Submission APIs plus fileX file transfer, with public docs and a dataset catalog. Credentials are created in the API Console in FINRA Gateway; a Mock credential and a $0 Public credential exist, and a Firm credential is $1,650 per month. - Vendor: Financial Industry Regulatory Authority (FINRA) (Financial Industry Regulatory Authority (FINRA)) - Website: https://developer.finra.org/ - Category: Regulatory adviser data (core) - API access: Open: self-serve docs and keys - Last checked: 2026-10-17 - Id: `finra-api` · JSON: https://wealthtech.dev/products/finra-api.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Open: self-serve docs and keys | Checked on the source's own page. [developer.finra.org](https://developer.finra.org/docs) "if you are logged-in to the API Console as an Individual User, the allowable selections will include mock and public." | 2026-10-17 | | Developer docs | https://developer.finra.org/docs | Checked on the source's own page. [developer.finra.org](https://developer.finra.org/) "The FINRA Developer Center is a strategic FINRA initiative to support the automation goals of member firms and the broader financial services industry." | 2026-10-17 | | API style | REST | Checked on the source's own page. [developer.finra.org](https://developer.finra.org/docs) "All API requests must use HTTPS protocol." | 2026-10-17 | | Authentication | OAuth 2.0 (client credentials) | Checked on the source's own page. [developer.finra.org](https://developer.finra.org/docs) "The FINRA API Platform authentication and authorization scheme is based on OAuth 2.0." | 2026-10-17 | | How to get access | Firm users: the firm's Super Account Administrator requests the API Console entitlement, then credentials are created in the API Console in FINRA Gateway. Individuals can create an account for a Test Credential with mock data. | Checked on the source's own page. [developer.finra.org](https://developer.finra.org/fees) "Create an Individual Account and start building right away with a Test Credential and mock data." | 2026-10-17 | | Sandbox | Yes, self-serve | Checked on the source's own page. [developer.finra.org](https://developer.finra.org/fees) "Create an Individual Account and start building right away with a Test Credential and mock data." | 2026-10-17 | | Rate limits | Each FIRM credential has a data limit of 10GB per month. FINRA reserves the right to limit requests; the docs list a Request Throttling section but the numbers were not in the captured text. | Checked on the source's own page. [developer.finra.org](https://developer.finra.org/docs) "each FIRM Credential has a data limit of 10GB per month" | 2026-10-17 | | Webhooks | No | Checked on the source's own page. [developer.finra.org](https://developer.finra.org/products/notification-api) "The Notification API allows third-party systems to detect changes related to FINRA datasets/resources via polling." | 2026-10-17 | | SDKs | Not found | Not found. No SDKs or client libraries mentioned. Pages read: developer.finra.org home, /docs, /fees, /support, /catalog, /products and the Query and Notification API product pages. The terms-of-service page returned HTTP 429 to the capture tool. No SDKs or client libraries mentioned. Pages read: developer.finra.org home, /docs, /fees, /support, /catalog, /products and the Query and Notification API product pages. The terms-of-service page returned HTTP 429 to the capture tool. | 2026-10-17 | | OpenAPI spec | Not found | Not found. No OpenAPI spec or Swagger file linked. Pages read: developer.finra.org home, /docs, /fees, /support, /catalog, /products and the Query and Notification API product pages. The terms-of-service page returned HTTP 429 to the capture tool. No OpenAPI spec or Swagger file linked. Pages read: developer.finra.org home, /docs, /fees, /support, /catalog, /products and the Query and Notification API product pages. The terms-of-service page returned HTTP 429 to the capture tool. | 2026-10-17 | | Partner program | On Behalf Of (OBO) feature for authorized third-party vendors | Checked on the source's own page. [developer.finra.org](https://developer.finra.org/docs) "The On Behalf Of (OBO) feature is available at the FINRA Enterprise level and enables authorized third-party vendors (or another firm) to access data and perform submissions on behalf of FINRA member firms" | 2026-10-17 | | Public integration list | https://developer.finra.org/catalog | Checked on the source's own page. [developer.finra.org](https://developer.finra.org/) "Explore our featured products and catalog of datasets." | 2026-10-17 | | Ways to connect | Native API, File exchange | Checked on the source's own page. [developer.finra.org](https://developer.finra.org/) "The Submission API allows third-party systems to submit filings and other data to FINRA via a standard submission interface." | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - The FAQ answers on the support page are collapsed and were not in the captured text, so statements about which registration data is limited were not verified. - The docs list Request Throttling and Responsible Use Guidelines sections, but no request-per-second figure was in the captured text. - The fees page shows $1,650 per month for a Firm credential and $0 for a Public credential, with a per-dataset availability grid; the grid's cell meanings were not verified. - No BrokerCheck API is named on the catalog and product pages read. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/finra-api · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Global Relay API: access, auth, sandbox and MCP (checked Oct 2026) > Global Relay publishes docs for four archiving APIs (conversation, event, voice, email) that send communications data into its archive. Credentials are issued by an implementation engineer after enrollment, auth is OAuth 2.0 client credentials, and the Conversation Archiving API is limited to 1000 requests per minute on /conversations and 200 on /files. - Vendor: Global Relay Communications Inc. (Global Relay Communications Inc.) - Website: https://www.globalrelay.com/ - Category: Compliance and archiving (core) - API access: Open docs, keys by approval - Last checked: 2026-10-17 - Id: `global-relay` · JSON: https://wealthtech.dev/products/global-relay.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Open docs, keys by approval | Checked on the source's own page. [developers.globalrelay.com](https://developers.globalrelay.com/api/conversation-archiving-api/tutorials/getting-started/) "Before you can start calling the Conversation Archiving API, you must register your application and specify the data types you plan to archive." | 2026-10-17 | | Developer docs | https://developers.globalrelay.com/api/conversation-archiving-api | Checked on the source's own page. [developers.globalrelay.com](https://developers.globalrelay.com/api/conversation-archiving-api/) "Protect the fidelity of conversations by using the Conversation Archiving API to programmatically send your data to the Archive." | 2026-10-17 | | API style | REST | Checked on the source's own page. [developers.globalrelay.com](https://developers.globalrelay.com/api/conversation-archiving-api/tutorials/getting-started/) "All Global Relay API endpoints require HTTPS and conform to HTTP/1.1." | 2026-10-17 | | Authentication | OAuth 2.0 (client credentials) | Checked on the source's own page. [developers.globalrelay.com](https://developers.globalrelay.com/api/conversation-archiving-api/) "The Conversation Archiving API uses the Client Credentials OAuth 2.0 grant type" | 2026-10-17 | | How to get access | Enroll your application, including the data type to archive, by contacting your Global Relay Implementation engineer; they provide the client credentials. | Checked on the source's own page. [developers.globalrelay.com](https://developers.globalrelay.com/api/conversation-archiving-api/) "Enroll your application, including the data type you plan to archive, by contacting your Global Relay Implementation engineer" | 2026-10-17 | | Sandbox | Yes, on request | Checked on the source's own page. [www.globalrelay.com](https://www.globalrelay.com/partners/become-a-technology-integration-partner/) "Work with our engineers in a dedicated environment to develop, test, and showcase your integration." | 2026-10-17 | | Rate limits | Conversation Archiving API: 1000 requests per minute for /conversations and 200 per minute for /files. | Checked on the source's own page. [developers.globalrelay.com](https://developers.globalrelay.com/api/conversation-archiving-api/tutorials/getting-started/) "API calls are limited to 1000 requests per minute for the /conversations endpoint, and 200 per minute for the /files endpoint." | 2026-10-17 | | Webhooks | Not found | Not found. No webhooks found on the Conversation Archiving overview, getting-started, API reference or Event Archiving overview pages. No webhooks found on the Conversation Archiving overview, getting-started, API reference or Event Archiving overview pages. | 2026-10-17 | | SDKs | None stated | Checked on the source's own page. [developers.globalrelay.com](https://developers.globalrelay.com/api/conversation-archiving-api/tutorials/getting-started/) "Because the Conversation Archiving API is HTTP-based, it works with any language that has an HTTP library." | 2026-10-17 | | OpenAPI spec | Published | Checked on the source's own page. [developers.globalrelay.com](https://developers.globalrelay.com/api/conversation-archiving-api/tutorials/getting-started/) "You can refer to the API Reference for the complete OpenAPI specification." | 2026-10-17 | | Partner program | https://www.globalrelay.com/partners/become-a-technology-integration-partner | Checked on the source's own page. [www.globalrelay.com](https://www.globalrelay.com/partners/become-a-technology-integration-partner/) "Join our growing community of partners through Global Relay’s technology partner ecosystem to access an industry-leading Open Connector API platform." | 2026-10-17 | | Public integration list | Not found | Not found. No public list of integrations or connectors found on the developer site or partner page read. No public list of integrations or connectors found on the developer site or partner page read. | 2026-10-17 | | Ways to connect | Native API | Checked on the source's own page. [developers.globalrelay.com](https://developers.globalrelay.com/api/conversation-archiving-api/) "Transforming conversation data into files and archiving via SFTP or SMTP transfers is time-consuming and error-prone." | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - The four APIs listed on the developer site (Conversation, Event, Voice, Email) are all archiving APIs for sending data in; no API for reading data back out is listed. - The API reference lists only a Production base URL; the sandbox mention is on the partner program page. - Webhooks and SDKs are not mentioned on the pages read. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/global-relay · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Holistiplan API: access, auth, sandbox and MCP (checked Oct 2026) > Holistiplan's Public API uses OAuth 2.0 client credentials against api.holistiplan.com/v2, and access is evaluated case by case. The published limit is 1,000 requests per hour per client in production, and tokens expire after 10 hours. - Vendor: Holistiplan LLC (Holistiplan LLC) - Website: https://www.holistiplan.com/ - Category: Financial planning (core) - API access: Open docs, keys by approval - Last checked: 2026-10-17 - Id: `holistiplan` · JSON: https://wealthtech.dev/products/holistiplan.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Open docs, keys by approval | Checked on the source's own page. [help.holistiplan.com](https://help.holistiplan.com/getting-started-with-the-holistiplan-api) "Access to the Public API is evaluated on a case-by-case basis." | 2026-10-17 | | Developer docs | https://help.holistiplan.com/getting-started-with-the-holistiplan-api | Checked on the source's own page. [help.holistiplan.com](https://help.holistiplan.com/getting-started-with-the-holistiplan-api) "Getting Started with the Holistiplan API" | 2026-10-17 | | API style | REST | Checked on the source's own page. [help.holistiplan.com](https://help.holistiplan.com/getting-started-with-the-holistiplan-api) "GET https://api.holistiplan.com/v2/households/" | 2026-10-17 | | Authentication | OAuth 2.0 (client credentials) | Checked on the source's own page. [help.holistiplan.com](https://help.holistiplan.com/getting-started-with-the-holistiplan-api) "Holistiplan's API uses OAuth 2.0 Client Credentials authentication." | 2026-10-17 | | How to get access | Request access via the link on the Getting Started page; once approved, create a Client ID and Secret under Settings > Security Settings > API Keys. | Checked on the source's own page. [help.holistiplan.com](https://help.holistiplan.com/getting-started-with-the-holistiplan-api) "Click here to request access" | 2026-10-17 | | Sandbox | Not found | Not found. The Getting Started page describes only production use; no test environment is mentioned. The Getting Started page describes only production use; no test environment is mentioned. | 2026-10-17 | | Rate limits | 1,000 requests per hour per client in production | Checked on the source's own page. [help.holistiplan.com](https://help.holistiplan.com/getting-started-with-the-holistiplan-api) "The Public API is limited to 1,000 requests per hour per client in production." | 2026-10-17 | | Webhooks | Not found | Not found. No webhooks mentioned on the Getting Started or incremental-sync pages; the sync guide describes polling with __gte timestamp filters. No webhooks mentioned on the Getting Started or incremental-sync pages; the sync guide describes polling with __gte timestamp filters. | 2026-10-17 | | SDKs | Not found | Not found. No SDKs named on the Getting Started page. No SDKs named on the Getting Started page. | 2026-10-17 | | OpenAPI spec | Not found | Not found. Interactive API documentation is at app.holistiplan.com/api/public/docs/ but that URL redirected to a sign-in page; no downloadable spec seen. Interactive API documentation is at app.holistiplan.com/api/public/docs/ but that URL redirected to a sign-in page; no downloadable spec seen. | 2026-10-17 | | Partner program | Public API for firms and integration partners, access evaluated case by case | Checked on the source's own page. [help.holistiplan.com](https://help.holistiplan.com/getting-started-with-the-holistiplan-api) "allows firms and integration partners to programmatically access and interact with Holistiplan data" | 2026-10-17 | | Public integration list | https://help.holistiplan.com/integrations | Checked on the source's own page. [help.holistiplan.com](https://help.holistiplan.com/integrations) "Wealthbox Integration Guide" | 2026-10-17 | | Ways to connect | Native API, Single sign-on | Checked on the source's own page. [help.holistiplan.com](https://help.holistiplan.com/getting-started-with-the-holistiplan-api) "Holistiplan's Public API uses API v2." | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - The interactive API reference needs a sign-in; the endpoint-reference article was not readable at help.holistiplan.com/holistiplan-api-endpoint-reference (404), so endpoints are not listed publicly in what was read. - No sandbox or webhooks are described; the incremental-sync guide describes polling with timestamp filters. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/holistiplan · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # HubSpot API: access, auth, sandbox and MCP (checked Oct 2026) > HubSpot's developer docs are public and a developer account is the entry point. Apps authenticate with OAuth or a static access token, rate limits depend on app type and subscription tier, and HubSpot runs a remote MCP server for CRM data. - Vendor: HubSpot, Inc. (HubSpot, Inc.) - Website: https://www.hubspot.com/ - Category: Advisor CRM (core) - API access: Open: self-serve docs and keys - Last checked: 2026-10-17 - Id: `hubspot` · JSON: https://wealthtech.dev/products/hubspot.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Open: self-serve docs and keys | Checked on the source's own page. [developers.hubspot.com](https://developers.hubspot.com/) "Create developer account" | 2026-10-17 | | Developer docs | https://developers.hubspot.com/docs | Checked on the source's own page. [developers.hubspot.com](https://developers.hubspot.com/) "to learn more about our APIs, Apps, Developer Tooling, and CMS" | 2026-10-17 | | API style | Not found | Not found. The pages captured do not name an API style. The pages captured do not name an API style. | 2026-10-17 | | Authentication | OAuth 2.0 (authorization code), API key | Checked on the source's own page. [developers.hubspot.com](https://developers.hubspot.com/docs/apps/developer-platform/build-apps/authentication/overview) "OAuth is required for multiple accounts, while static auth access tokens are used for installing in a single account at a time." | 2026-10-17 | | How to get access | Create a HubSpot developer account at developers.hubspot.com, then build an app that uses OAuth or a static access token. | Checked on the source's own page. [developers.hubspot.com](https://developers.hubspot.com/) "Create developer account" | 2026-10-17 | | Sandbox | Yes, self-serve | Checked on the source's own page. [developers.hubspot.com](https://developers.hubspot.com/docs/developer-tooling/local-development/configurable-test-accounts) "On the Developer test accounts page, click Create developer test account." | 2026-10-17 | | Rate limits | Marketplace OAuth apps: 110 requests every 10 seconds per installing account (excluding CRM Search API). Privately distributed apps: 100 per app per 10 seconds and 250,000 per day per account on Free/Starter; 190 per app and 625,000 per day on Professional; 190 per app and 1,000,000 per day on Enterprise. | Checked on the source's own page. [developers.hubspot.com](https://developers.hubspot.com/docs/developer-tooling/platform/usage-guidelines) "each HubSpot account that installs your app is limited to 110 requests every 10 seconds" | 2026-10-17 | | Webhooks | Yes | Checked on the source's own page. [developers.hubspot.com](https://developers.hubspot.com/docs/llms.txt) "webhooks-webhooks-v3" | 2026-10-17 | | SDKs | node, php, python, ruby | Checked on the source's own page. [developers.hubspot.com](https://developers.hubspot.com/docs/developer-tooling/local-development/hubspot-cli/install-the-cli) "SDKs Node Php Python Ruby" | 2026-10-17 | | OpenAPI spec | Published | Checked on the source's own page. [developers.hubspot.com](https://developers.hubspot.com/docs/llms.txt) "OpenAPI Specs" | 2026-10-17 | | Partner program | [object Object] | Checked on the source's own page. [developers.hubspot.com](https://developers.hubspot.com/) "Become a Partner" | 2026-10-17 | | Public integration list | Not found | Not found. The HubSpot Marketplace is linked in the developer nav but its listing page was not captured. The HubSpot Marketplace is linked in the developer nav but its listing page was not captured. | 2026-10-17 | | Ways to connect | Native API, MCP | Checked on the source's own page. [developers.hubspot.com](https://developers.hubspot.com/ai-tools/mcp) "The HubSpot MCP server enables you to give any MCP-compatible AI tool or agent secure read and write access to your HubSpot CRM data" | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - The captured docs pages do not state the API style in words. - HubSpot is a general CRM; the developer docs contain nothing specific to wealth management. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/hubspot · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Income Lab API: access, auth, sandbox and MCP (checked Oct 2026) > No public Income Lab developer API was found. Its help center lists the integration partners it connects to, including BridgeFT, Orion, Redtail and several custodians. - Vendor: Income Laboratory, Inc. (Income Laboratory, Inc.) - Website: https://incomelaboratory.com/ - Category: Financial planning (core) - API access: Not found - Last checked: 2026-10-17 - Id: `income-lab` · JSON: https://wealthtech.dev/products/income-lab.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Not found | Not found. No developer or API page found. Pages tried: help.incomelaboratory.com integrations overview, incomelaboratory.com home and /integrations/, the BridgeFT press release; a web search of its domains returned only integration set-up articles. No developer or API page found. Pages tried: help.incomelaboratory.com integrations overview, incomelaboratory.com home and /integrations/, the BridgeFT press release; a web search of its domains returned only integration set-up articles. | 2026-10-17 | | Developer docs | Not found | Not found. No public Income Lab developer documentation found on the pages tried. No public Income Lab developer documentation found on the pages tried. | 2026-10-17 | | API style | Not found | Not found. No public Income Lab developer documentation found on the pages tried. No public Income Lab developer documentation found on the pages tried. | 2026-10-17 | | Authentication | Not found | Not found. No public Income Lab developer documentation found on the pages tried. No public Income Lab developer documentation found on the pages tried. | 2026-10-17 | | How to get access | Not found | Not found. No public Income Lab developer documentation found on the pages tried. No public Income Lab developer documentation found on the pages tried. | 2026-10-17 | | Sandbox | Not found | Not found. No public Income Lab developer documentation found on the pages tried. No public Income Lab developer documentation found on the pages tried. | 2026-10-17 | | Rate limits | Not found | Not found. No public Income Lab developer documentation found on the pages tried. No public Income Lab developer documentation found on the pages tried. | 2026-10-17 | | Webhooks | Not found | Not found. No public Income Lab developer documentation found on the pages tried. No public Income Lab developer documentation found on the pages tried. | 2026-10-17 | | SDKs | Not found | Not found. No public Income Lab developer documentation found on the pages tried. No public Income Lab developer documentation found on the pages tried. | 2026-10-17 | | OpenAPI spec | Not found | Not found. No public Income Lab developer documentation found on the pages tried. No public Income Lab developer documentation found on the pages tried. | 2026-10-17 | | Partner program | Not found | Not found. No partner-application page found on the pages tried. No partner-application page found on the pages tried. | 2026-10-17 | | Public integration list | https://help.incomelaboratory.com/integrations/integrations-overview | Checked on the source's own page. [help.incomelaboratory.com](https://help.incomelaboratory.com/integrations/integrations-overview) "The following platforms are available for integrations within Income Lab" | 2026-10-17 | | Ways to connect | Not found | Not found. Income Lab lists integration partners (custodians, CRMs, BridgeFT) that advisors connect; the mechanism for each is not stated on the overview page. Income Lab lists integration partners (custodians, CRMs, BridgeFT) that advisors connect; the mechanism for each is not stated on the overview page. | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - No public developer API was found; the help center lists the custodians, CRMs and data providers Income Lab connects to, including BridgeFT. - The connection mechanism for each integration is not stated on the overview page. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/income-lab · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Less Annoying CRM API: access, auth, sandbox and MCP (checked Oct 2026) > Less Annoying CRM documents a JSON API openly; API keys are managed on the account's Programmer API settings page, and calls are POSTs to a single URL. Webhooks are supported for a limited set of events, and OAuth is for registered integration partners only. - Vendor: Less Annoying CRM (Less Annoying CRM) - Website: https://www.lessannoyingcrm.com/ - Category: Advisor CRM (core) - API access: Open: self-serve docs and keys - Last checked: 2026-10-17 - Id: `less-annoying-crm` · JSON: https://wealthtech.dev/products/less-annoying-crm.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Open: self-serve docs and keys | Checked on the source's own page. [account.lessannoyingcrm.com](https://account.lessannoyingcrm.com/api_docs/v2/Getting_Started/Connect) "Manage the API keys for your account on the Programmer API settings page." | 2026-10-17 | | Developer docs | https://account.lessannoyingcrm.com/api_docs/v2 | Checked on the source's own page. [account.lessannoyingcrm.com](https://account.lessannoyingcrm.com/api_docs/v2) "Welcome to the Less Annoying CRM API!" | 2026-10-17 | | API style | RPC | Checked on the source's own page. [account.lessannoyingcrm.com](https://account.lessannoyingcrm.com/api_docs/v2/Getting_Started/Connect) "Make API calls by sending a POST request to https://api.lessannoyingcrm.com/v2/." | 2026-10-17 | | Authentication | API key | Checked on the source's own page. [account.lessannoyingcrm.com](https://account.lessannoyingcrm.com/api_docs/v2/Getting_Started/Connect) "Your request should include an Authorization header containing only your API key." | 2026-10-17 | | How to get access | Create an API key on the Programmer API settings page of your account. OAuth requires registering as an integration partner. | Checked on the source's own page. [account.lessannoyingcrm.com](https://account.lessannoyingcrm.com/api_docs/v2/Getting_Started/Connect) "Manage the API keys for your account on the Programmer API settings page." | 2026-10-17 | | Sandbox | Not found | Not found. Not described in the API docs sections read (Ways to connect, Data types, Using webhooks). Not described in the API docs sections read (Ways to connect, Data types, Using webhooks). | 2026-10-17 | | Rate limits | Not found | Not found. No rate limit text found in the API docs sections read. No rate limit text found in the API docs sections read. | 2026-10-17 | | Webhooks | Yes | Checked on the source's own page. [account.lessannoyingcrm.com](https://account.lessannoyingcrm.com/api_docs/v2/Advanced/UsingWebhooks) "Webhooks are a system that allows you to be proactively notified when users take a particular action in the CRM." | 2026-10-17 | | SDKs | Not found | Not found. No SDKs listed; the example is raw PHP cURL. No SDKs listed; the example is raw PHP cURL. | 2026-10-17 | | OpenAPI spec | Not found | Not found. No OpenAPI file linked from the API docs. No OpenAPI file linked from the API docs. | 2026-10-17 | | Partner program | Integration partners are registered with LACRM and given OAuth credentials. | Checked on the source's own page. [account.lessannoyingcrm.com](https://account.lessannoyingcrm.com/api_docs/v2/Getting_Started/Connect) "In order to use OAuth, you must be registered as an integration partner with LACRM." | 2026-10-17 | | Public integration list | https://lessannoyingcrm.com/integrations | Checked on the source's own page. [lessannoyingcrm.com](https://lessannoyingcrm.com/integrations) "View our list of integrations below to see how to use them." | 2026-10-17 | | Ways to connect | Native API, Zapier | Checked on the source's own page. [lessannoyingcrm.com](https://lessannoyingcrm.com/integrations) "We integrate with 5,000 more apps through Zapier." | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - No sandbox, rate limits, SDKs or OpenAPI file are documented in the sections read. - The docs call the API an advanced feature meant for capable programmers. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/less-annoying-crm · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Milemarker API: access, auth, sandbox and MCP (checked Oct 2026) > Milemarker is a data platform for wealth firms. Its site lists a REST API with webhooks and a remote MCP server, but publishes no API documentation; access is by request. - Vendor: Milemarker (Milemarker) - Website: https://www.milemarker.co/ - Category: Wealth platforms (core) - API access: Not found - Last checked: 2026-10-17 - Id: `milemarker` · JSON: https://wealthtech.dev/products/milemarker.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Not found | Not found. Milemarker's pages mention a "Real-Time API" and "REST · webhooks", but no public API documentation or key process was found. Pages read: milemarker.co and milemarker.co/data-engine/mcp. Milemarker's pages mention a "Real-Time API" and "REST · webhooks", but no public API documentation or key process was found. Pages read: milemarker.co and milemarker.co/data-engine/mcp. | 2026-10-17 | | Developer docs | Not found | Not found. No public developer documentation link found. Pages read: milemarker.co and milemarker.co/data-engine/mcp. No public developer documentation link found. Pages read: milemarker.co and milemarker.co/data-engine/mcp. | 2026-10-17 | | API style | REST | Checked on the source's own page. [www.milemarker.co](https://www.milemarker.co/data-engine/mcp) "REST · webhooks" | 2026-10-17 | | Authentication | Not found | Not found. Not stated for the REST API on the pages read. The MCP server's auth is recorded on its MCP page. Pages read: milemarker.co and milemarker.co/data-engine/mcp. Not stated for the REST API on the pages read. The MCP server's auth is recorded on its MCP page. Pages read: milemarker.co and milemarker.co/data-engine/mcp. | 2026-10-17 | | How to get access | Request access from Milemarker | Checked on the source's own page. [www.milemarker.co](https://www.milemarker.co/data-engine/mcp) "Request Access" | 2026-10-17 | | Sandbox | Not found | Not found. Not stated. Pages read: milemarker.co and milemarker.co/data-engine/mcp. Not stated. Pages read: milemarker.co and milemarker.co/data-engine/mcp. | 2026-10-17 | | Rate limits | Not found | Not found. Not stated. Pages read: milemarker.co and milemarker.co/data-engine/mcp. Not stated. Pages read: milemarker.co and milemarker.co/data-engine/mcp. | 2026-10-17 | | Webhooks | Yes | Checked on the source's own page. [www.milemarker.co](https://www.milemarker.co/data-engine/mcp) "REST · webhooks" | 2026-10-17 | | SDKs | Not found | Not found. Not stated. The MCP page also lists "DevTools" with "CLI · scripts". Pages read: milemarker.co and milemarker.co/data-engine/mcp. Not stated. The MCP page also lists "DevTools" with "CLI · scripts". Pages read: milemarker.co and milemarker.co/data-engine/mcp. | 2026-10-17 | | OpenAPI spec | Not found | Not found. No OpenAPI spec found. Pages read: milemarker.co and milemarker.co/data-engine/mcp. No OpenAPI spec found. Pages read: milemarker.co and milemarker.co/data-engine/mcp. | 2026-10-17 | | Partner program | Not found | Not found. Not stated. Pages read: milemarker.co and milemarker.co/data-engine/mcp. Not stated. Pages read: milemarker.co and milemarker.co/data-engine/mcp. | 2026-10-17 | | Public integration list | 140+ wealth management integrations plus 550+ general-purpose technology connections | Checked on the source's own page. [www.milemarker.co](https://www.milemarker.co/) "140+ WEALTH MANAGEMENT INTEGRATIONS PLUS 550+ GENERAL PURPOSE TECHNOLOGY CONNECTIONS" | 2026-10-17 | | Ways to connect | Native API, MCP | Checked on the source's own page. [www.milemarker.co](https://www.milemarker.co/data-engine/mcp) "Connect your AI assistant" | 2026-10-17 | ## MCP servers and AI connectors - [Milemarker MCP Server](https://wealthtech.dev/mcp/milemarker-mcp): Remote MCP server, Live ## What the docs don't say - No public API reference, rate limits, sandbox or authentication details for the REST API were found on the pages read. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/milemarker · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # MoneyGuide API: access, auth, sandbox and MCP (checked Oct 2026) > MoneyGuide data is exposed through Envestnet's Investor Experience APIs, which return goal summary, expense timeline and success meter data. Access to the reference, documentation and credentials requires Envestnet Developer Portal credentials, and Envestnet asks you to contact your Account Manager. - Vendor: Envestnet (Envestnet) - Website: https://www.envestnet.com/financial-planning - Category: Financial planning (core) - API access: Partner-gated - Last checked: 2026-10-17 - Id: `moneyguide` · JSON: https://wealthtech.dev/products/moneyguide.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Partner-gated | Checked on the source's own page. [developer.envestnet.com](https://developer.envestnet.com/products/envestnet/investor-experience) "Access to API reference, documentation, and credentials requires Envestnet Developer Portal credentials." | 2026-10-17 | | Developer docs | https://developer.envestnet.com/products/envestnet/investor-experience | Checked on the source's own page. [developer.envestnet.com](https://developer.envestnet.com/products/envestnet/investor-experience) "Investor Experience APIs are built with a client focus" | 2026-10-17 | | API style | Not found | Not found. The Investor Experience page names API reference and documentation but does not state the API style. The Investor Experience page names API reference and documentation but does not state the API style. | 2026-10-17 | | Authentication | Not found | Not found. Page says endpoints are called 'after authenticating as an investor' and that credentials come with Developer Portal access; the scheme is not named. Page says endpoints are called 'after authenticating as an investor' and that credentials come with Developer Portal access; the scheme is not named. | 2026-10-17 | | How to get access | Contact your Envestnet Account Manager; a discovery session with the Integrations Team can be scheduled. | Checked on the source's own page. [developer.envestnet.com](https://developer.envestnet.com/products/envestnet/investor-experience) "Please contact your Account Manager to discuss your business needs." | 2026-10-17 | | Sandbox | Not found | Not found. Not stated on the Investor Experience page. Not stated on the Investor Experience page. | 2026-10-17 | | Rate limits | Not found | Not found. Not stated on the public Envestnet developer page read. Not stated on the public Envestnet developer page read. | 2026-10-17 | | Webhooks | Not found | Not found. Not stated on the public Envestnet developer page read. Not stated on the public Envestnet developer page read. | 2026-10-17 | | SDKs | Not found | Not found. Not stated on the public Envestnet developer page read. Not stated on the public Envestnet developer page read. | 2026-10-17 | | OpenAPI spec | Not found | Not found. API reference sits behind Developer Portal credentials; no public spec seen. API reference sits behind Developer Portal credentials; no public spec seen. | 2026-10-17 | | Partner program | Envestnet Developer Portal; discovery session with the Integrations Team | Checked on the source's own page. [www.envestnet.com](https://www.envestnet.com/integrations) "Visit our unified portal for the tools needed to leverage Envestnet’s API" | 2026-10-17 | | Public integration list | https://www.envestnet.com/integrations | Checked on the source's own page. [www.envestnet.com](https://www.envestnet.com/integrations) "Seamlessly integrate data, platforms, and solutions" | 2026-10-17 | | Ways to connect | Native API | Checked on the source's own page. [developer.envestnet.com](https://developer.envestnet.com/products/envestnet/investor-experience) "Connection APIs provide access to goal summary, expense timeline, and success meter data from Envestnet MoneyGuide." | 2026-10-17 | ## MCP servers and AI connectors - [Envestnet connector (Tamarac and MoneyGuide)](https://wealthtech.dev/mcp/envestnet-connector): Vendor AI connector (not MCP), Announced ## What the docs don't say - Envestnet's public page does not state authentication scheme, sandbox, rate limits, webhooks or SDKs; the reference is behind portal credentials. - The MoneyGuide APIs described cover goal summary, expense timeline and success meter data, and are described as investor-facing. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/moneyguide · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Morningstar Direct Web Services API: access, auth, sandbox and MCP > Morningstar's developer site publishes Direct Web Services (REST) documentation, and API calls use your own Morningstar credentials under a license. Its MCP server at https://mcp.morningstar.com/mcp requires a licensed Morningstar account. - Vendor: Morningstar, Inc. (Morningstar, Inc.) - Website: https://developer.morningstar.com/ - Category: Market and reference data (adjacent) - API access: Open docs, keys by approval - Last checked: 2026-10-17 - Id: `morningstar` · JSON: https://wealthtech.dev/products/morningstar.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Open docs, keys by approval | Checked on the source's own page. [developer.morningstar.com](https://developer.morningstar.com/direct-web-services/documentation/api-utilities/dws-mcp-server) "Those APIs are called directly by the code you build, using your own Morningstar credentials." | 2026-10-17 | | Developer docs | https://developer.morningstar.com/direct-web-services | Checked on the source's own page. [developer.morningstar.com](https://developer.morningstar.com/direct-web-services) "Find APIs that meet your business requirements, access API reference documentation, learn how to make requests." | 2026-10-17 | | API style | REST | Checked on the source's own page. [developer.morningstar.com](https://developer.morningstar.com/) "RESTful APIs" | 2026-10-17 | | Authentication | Not found | Not found. The Authentication API documentation page (https://developer.morningstar.com/direct-web-services/documentation/api-utilities/authentication-api) rendered 'The page you were looking for does not exist.' The Authentication API documentation page (https://developer.morningstar.com/direct-web-services/documentation/api-utilities/authentication-api) rendered 'The page you were looking for does not exist.' | 2026-10-17 | | How to get access | Contact your Morningstar account representative about licensing | Checked on the source's own page. [developer.morningstar.com](https://developer.morningstar.com/direct-web-services/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview) "If you don’t have a licensed account or have questions about licensing, contact your account representative." | 2026-10-17 | | Sandbox | Not found | Not found. Not stated on the developer pages read. Not stated on the developer pages read. | 2026-10-17 | | Rate limits | Not found | Not found. Not stated on the developer pages read. Not stated on the developer pages read. | 2026-10-17 | | Webhooks | Not found | Not found. Not stated on the developer pages read. Not stated on the developer pages read. | 2026-10-17 | | SDKs | Python (morningstar_data) | Checked on the source's own page. [developer.morningstar.com](https://developer.morningstar.com/) "morningstar_data Python Package" | 2026-10-17 | | OpenAPI spec | Not found | Not found. The developer site lists an 'API Visualization Library' and per-API reference pages; no OpenAPI file link was seen. The developer site lists an 'API Visualization Library' and per-API reference pages; no OpenAPI file link was seen. | 2026-10-17 | | Partner program | https://developer.morningstar.com/direct-web-services | Checked on the source's own page. [developer.morningstar.com](https://developer.morningstar.com/direct-web-services) "Work with a Morningstar-approved Service Delivery Partner to design and deliver exceptional digital experiences powered by Morningstar data and research." | 2026-10-17 | | Public integration list | Not found | Not found. No public integration list found on the developer pages read. No public integration list found on the developer pages read. | 2026-10-17 | | Ways to connect | Native API, MCP | Checked on the source's own page. [developer.morningstar.com](https://developer.morningstar.com/direct-web-services/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview) "MCP endpoint: https://mcp.morningstar.com/mcp" | 2026-10-17 | ## MCP servers and AI connectors - [Morningstar MCP Server](https://wealthtech.dev/mcp/morningstar-mcp): Remote MCP server, Live ## What the docs don't say - The Authentication API page did not render, so token mechanics are not documented in the pages read. - Morningstar Office developer APIs were not found; the product pages on www.morningstar.com were blocked by a human-verification check. - The Morningstar MCP Server needs a licensed account; the DWS MCP Server covers documentation only, not data. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/morningstar · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # NaviPlan API: access, auth, sandbox and MCP (checked Oct 2026) > No public NaviPlan developer documentation was found. InvestCloud's NaviPlan page mentions an MX integration, and the old Advicent NaviPlan APIs address now redirects to that page. - Vendor: InvestCloud, Inc. (InvestCloud, Inc.) - Website: https://investcloud.com/naviplan/ - Category: Financial planning (core) - API access: Not found - Last checked: 2026-10-17 - Id: `naviplan` · JSON: https://wealthtech.dev/products/naviplan.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Not found | Not found. No NaviPlan developer docs or access process found. advicentsolutions.com/products/naviplan-apis redirected to investcloud.com/naviplan/, which has no API content. InvestCloud's US subscription agreement (investcloud.com/naviplan-subscription-agreement-us/) lists 'NaviPlan® APIs' within its definition of Product. No NaviPlan developer docs or access process found. advicentsolutions.com/products/naviplan-apis redirected to investcloud.com/naviplan/, which has no API content. InvestCloud's US subscription agreement (investcloud.com/naviplan-subscription-agreement-us/) lists 'NaviPlan® APIs' within its definition of Product. | 2026-10-17 | | Developer docs | Not found | Not found. No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). | 2026-10-17 | | API style | Not found | Not found. No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). | 2026-10-17 | | Authentication | Not found | Not found. No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). | 2026-10-17 | | How to get access | Not found | Not found. No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). | 2026-10-17 | | Sandbox | Not found | Not found. No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). | 2026-10-17 | | Rate limits | Not found | Not found. No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). | 2026-10-17 | | Webhooks | Not found | Not found. No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). | 2026-10-17 | | SDKs | Not found | Not found. No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). | 2026-10-17 | | OpenAPI spec | Not found | Not found. No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). | 2026-10-17 | | Partner program | InvestCloud states strategic partnerships with associations such as the FPA and Garrett Planning Network | Checked on the source's own page. [www.advicentsolutions.com](https://www.advicentsolutions.com/products/naviplan-apis) "our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members." | 2026-10-17 | | Public integration list | https://investcloud.com/naviplan/ | Checked on the source's own page. [www.advicentsolutions.com](https://www.advicentsolutions.com/products/naviplan-apis) "Our integration with MX allows clients to import their accounts and loans from thousands of institutions." | 2026-10-17 | | Ways to connect | Not found | Not found. No connection mechanism for third parties stated on the pages tried. No connection mechanism for third parties stated on the pages tried. | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - No public NaviPlan developer documentation was found. The subscription agreement names NaviPlan APIs within its definition of Product, but no endpoints, authentication or access process are published on the pages read. - The old Advicent NaviPlan APIs address now redirects to InvestCloud's NaviPlan page. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/naviplan · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Nitrogen API: access, auth, sandbox and MCP (checked Oct 2026) > Nitrogen's API documentation is public as a Postman collection, but access is by approval only through your account representative. It is a REST API using OAuth 2.0 authorization code flow, with a Nitrogen review required before production. - Vendor: Nitrogen (Nitrogen) - Website: https://www.nitrogenwealth.com/ - Category: Portfolio management and reporting (core) - API access: Open docs, keys by approval - Last checked: 2026-10-17 - Id: `nitrogen` · JSON: https://wealthtech.dev/products/nitrogen.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Open docs, keys by approval | Checked on the source's own page. [developers.riskalyze.com](https://developers.riskalyze.com/view/metadata/SVmsW1M3) "Access to the Nitrogen Developer API is by approval only. In order to do this, contact your account representative." | 2026-10-17 | | Developer docs | https://developers.riskalyze.com/ | Checked on the source's own page. [developers.riskalyze.com](https://developers.riskalyze.com/view/metadata/SVmsW1M3) "Welcome to the Nitrogen API website!" | 2026-10-17 | | API style | REST | Checked on the source's own page. [developers.riskalyze.com](https://developers.riskalyze.com/view/metadata/SVmsW1M3) "Nitrogen APIs utilize a RESTful design." | 2026-10-17 | | Authentication | OAuth 2.0 (authorization code) | Checked on the source's own page. [developers.riskalyze.com](https://developers.riskalyze.com/view/metadata/SVmsW1M3) "The Nitrogen API utilizes OAuth 2.0 with the authorization code flow." | 2026-10-17 | | How to get access | Contact your Nitrogen account representative for approval | Checked on the source's own page. [developers.riskalyze.com](https://developers.riskalyze.com/view/metadata/SVmsW1M3) "Access to the Nitrogen Developer API is by approval only. In order to do this, contact your account representative." | 2026-10-17 | | Sandbox | Yes, on request | Checked on the source's own page. [developers.riskalyze.com](https://developers.riskalyze.com/view/metadata/SVmsW1M3) "Use of a non-test Nitrogen account with your test API credentials" | 2026-10-17 | | Rate limits | Not found | Not found. No rate limit figures found in the public Postman documentation read. No rate limit figures found in the public Postman documentation read. | 2026-10-17 | | Webhooks | Not found | Not found. No webhook documentation found in the public Postman documentation read. No webhook documentation found in the public Postman documentation read. | 2026-10-17 | | SDKs | Postman collection | Checked on the source's own page. [developers.riskalyze.com](https://developers.riskalyze.com/view/metadata/SVmsW1M3) ""schema":"https://schema.getpostman.com/json/collection/v2.0.0/collection.json"" | 2026-10-17 | | OpenAPI spec | Not found | Not found. The documentation is a Postman collection; no OpenAPI file found. The documentation is a Postman collection; no OpenAPI file found. | 2026-10-17 | | Partner program | Not found | Not found. Not found on the pages read. Not found on the pages read. | 2026-10-17 | | Public integration list | Not found | Not found. https://www.nitrogenwealth.com/ has a 'See all integrations' link but its target list was not captured. https://www.nitrogenwealth.com/ has a 'See all integrations' link but its target list was not captured. | 2026-10-17 | | Ways to connect | Native API | Checked on the source's own page. [developers.riskalyze.com](https://developers.riskalyze.com/view/metadata/SVmsW1M3) "The base url for Nitrogen APIs is [https://api2.riskalyze.com/](https://api2.riskalyze.com/)." | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - The API is approval-only and the public documentation states a pre-production review by Nitrogen; the page does not give a turnaround or criteria. - No rate limits, webhooks or OpenAPI file are stated in the public Postman documentation. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/nitrogen · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Orion API: access, auth, sandbox and MCP (checked Oct 2026) > Orion's API is partner-gated: the full documentation requires API credentials, which you ask your technical contact at Orion for. A test environment (testapi.orionadvisor.com) is available on request, and Orion lists an MCP connector for Claude. - Vendor: Orion Advisor Solutions (Orion Advisor Solutions) - Website: https://orion.com/ - Category: Portfolio management and reporting (core) - API access: Partner-gated - Last checked: 2026-10-17 - Id: `orion` · JSON: https://wealthtech.dev/products/orion.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Partner-gated | Checked on the source's own page. [developers.orionadvisor.com](https://developers.orionadvisor.com/quick-start/) "To get the full api and integration documentation, you must have api credentials." | 2026-10-17 | | Developer docs | https://developers.orionadvisor.com/ | Checked on the source's own page. [developers.orionadvisor.com](https://developers.orionadvisor.com/quick-start/) "The OrionApi is a fully functional api for the Orion Portfolio Accounting System." | 2026-10-17 | | API style | Not found | Not found. The quick-start page shows versioned HTTP base URLs (https://api.orionadvisor.com/api/v1) and mentions real-time FIX trade connections, but does not name an API style. The quick-start page shows versioned HTTP base URLs (https://api.orionadvisor.com/api/v1) and mentions real-time FIX trade connections, but does not name an API style. | 2026-10-17 | | Authentication | Partner credentials | Checked on the source's own page. [developers.orionadvisor.com](https://developers.orionadvisor.com/quick-start/) "Orion credentials are required for accessing the Orion API." | 2026-10-17 | | How to get access | Ask your technical contact at Orion, or the Orion integrations mailbox listed on the quick-start page | Checked on the source's own page. [developers.orionadvisor.com](https://developers.orionadvisor.com/quick-start/) "please reach out to your technical contact at Orion for assistance, or contact SME-Integrations@orion.com." | 2026-10-17 | | Sandbox | Yes, on request | Checked on the source's own page. [developers.orionadvisor.com](https://developers.orionadvisor.com/quick-start/) "Test Orion Credentials Orion credentials are required for accessing the Orion API. These credentials are available upon request." | 2026-10-17 | | Rate limits | Not found | Not found. Not stated on the developer home or quick-start pages; full documentation needs credentials. Not stated on the developer home or quick-start pages; full documentation needs credentials. | 2026-10-17 | | Webhooks | Not found | Not found. Not stated on the public developer pages; full documentation needs credentials. Not stated on the public developer pages; full documentation needs credentials. | 2026-10-17 | | SDKs | Not found | Not found. The quick-start page shows C# code samples; no SDK package is named. The quick-start page shows C# code samples; no SDK package is named. | 2026-10-17 | | OpenAPI spec | Not found | Not found. No OpenAPI file or link on the public pages; the reference is behind the developer-portal login. No OpenAPI file or link on the public pages; the reference is behind the developer-portal login. | 2026-10-17 | | Partner program | Not found | Not found. The developer home page has an 'Our Partners' heading and a 'GET STARTED' link but names no program terms in its text. The developer home page has an 'Our Partners' heading and a 'GET STARTED' link but names no program terms in its text. | 2026-10-17 | | Public integration list | Not found | Not found. No partner or integration list in the text of https://developers.orionadvisor.com/ or the quick-start page. No partner or integration list in the text of https://developers.orionadvisor.com/ or the quick-start page. | 2026-10-17 | | Ways to connect | Native API, MCP | Checked on the source's own page. [developers.orionadvisor.com](https://developers.orionadvisor.com/) "Pull information from Orion to a supported integration partner, or send information into Orion in the same way." | 2026-10-17 | ## MCP servers and AI connectors - [Orion Connector for Claude (Denali Gateway MCP)](https://wealthtech.dev/mcp/orion-denali): Remote MCP server, Live ## What the docs don't say - Public pages state no rate limits, webhooks, SDK packages or OpenAPI file; the full documentation is behind a login that needs API credentials. - The quick-start page does not name the API style or the token mechanism. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/orion · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # BNY Pershing Wove API: access, auth, sandbox and MCP (checked Oct 2026) > BNY Pershing exposes a Pershing/Wealth Services section in the BNY Developer Marketplace. It requires an active platform account and a subscription with a consumer key and secret; one Performance API is listed publicly, and the Wove Connect catalog was not readable. - Vendor: BNY Pershing (BNY Pershing) - Website: https://www.bny.com/pershing/us/en.html - Category: Custodians (core) - API access: Partner-gated - Last checked: 2026-10-17 - Id: `pershing-wove` · JSON: https://wealthtech.dev/products/pershing-wove.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Partner-gated | Checked on the source's own page. [developer.bny.com](https://developer.bny.com/app/open/docs/bny-pershing-wealth-services/apis) "To use our BNY Pershing/Wealth Services APIs, you must have an active account with the BNY Pershing/Wealth Services Platform." | 2026-10-17 | | Developer docs | https://developer.bny.com/app/open/docs/bny-pershing-wealth-services | Checked on the source's own page. [developer.bny.com](https://developer.bny.com/app/open/docs/bny-pershing-wealth-services) "Integrate Pershing wealth services capabilities directly into your applications, advisor tools, and client experiences through APIs and digital connectivity." | 2026-10-17 | | API style | Not found | Not found. The Pershing/Wealth Services pages do not name an API style. The Pershing/Wealth Services pages do not name an API style. | 2026-10-17 | | Authentication | Partner credentials | Checked on the source's own page. [developer.bny.com](https://developer.bny.com/app/open/begin-building/apis) "Subscribe to an API and obtain your Consumer Key and Secret" | 2026-10-17 | | How to get access | Log in to the BNY Developer Marketplace, or contact sales if you do not have an account | Checked on the source's own page. [developer.bny.com](https://developer.bny.com/app/open/begin-building/apis) "Log in to Marketplace, or contact sales if you don't have an account" | 2026-10-17 | | Sandbox | Not found | Not found. The BNY common-questions page lists 'What is the difference between the Sandbox and QA environments?' but the answer was not captured. The BNY common-questions page lists 'What is the difference between the Sandbox and QA environments?' but the answer was not captured. | 2026-10-17 | | Rate limits | Not found | Not found. Not stated on the pages read. Not stated on the pages read. | 2026-10-17 | | Webhooks | Not found | Not found. Not stated on the pages read. Not stated on the pages read. | 2026-10-17 | | SDKs | Not found | Not found. Not stated on the pages read. Not stated on the pages read. | 2026-10-17 | | OpenAPI spec | Not found | Not found. None found on the pages read. None found on the pages read. | 2026-10-17 | | Partner program | Not found | Not found. No Wove partner program page was readable. No Wove partner program page was readable. | 2026-10-17 | | Public integration list | Couldn't read automatically | Couldn't read automatically. Wove Connect integration catalog https://woveconnect.bnymellon.com/IntegrationCatalog (redirects to woveconnect.bny.com) returned HTTP 200 with only a cookie notice (146 characters of text). Wove Connect integration catalog https://woveconnect.bnymellon.com/IntegrationCatalog (redirects to woveconnect.bny.com) returned HTTP 200 with only a cookie notice (146 characters of text). | 2026-10-17 | | Ways to connect | Native API | Checked on the source's own page. [developer.bny.com](https://developer.bny.com/app/open/docs/bny-pershing-wealth-services/apis) "Get account and portfolio performance data" | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - Only one Pershing/Wealth Services API (Performance) is listed publicly; no rate limits, sandbox details or OpenAPI file are stated. - The Wove Connect catalog could not be read, so Wove integrations are not enumerated here. - The BNY marketplace documentation covers Pershing/Wealth Services APIs; no separate public Wove developer docs were found. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/pershing-wove · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Plaid Investments API: access, auth, sandbox and MCP (checked Oct 2026) > Plaid Investments returns holdings, securities and up to 24 months of investment transactions over a REST API. API keys come from a Dashboard sign-up, a free Sandbox is available, and Plaid publishes an OpenAPI 3.0 spec and official client libraries for five languages. - Vendor: Plaid Inc. (Plaid Inc.) - Website: https://plaid.com/ - Category: Account aggregation (adjacent) - API access: Open: self-serve docs and keys - Last checked: 2026-10-17 - Id: `plaid-investments` · JSON: https://wealthtech.dev/products/plaid-investments.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Open: self-serve docs and keys | Checked on the source's own page. [plaid.com](https://plaid.com/docs/quickstart/) "You'll need API keys, which you can receive by signing up in the Dashboard." | 2026-10-17 | | Developer docs | https://plaid.com/docs/investments/ | Checked on the source's own page. [plaid.com](https://plaid.com/docs/investments/) "The Investments product allows you to obtain holding, security, and transactions data for investment-type accounts" | 2026-10-17 | | API style | REST | Checked on the source's own page. [plaid.com](https://plaid.com/docs/sandbox/) "The Sandbox can be reached by sending HTTPS POST requests to the endpoints on the sandbox.plaid.com domain." | 2026-10-17 | | Authentication | API key | Checked on the source's own page. [plaid.com](https://plaid.com/docs/investments/add-to-app/) "initialize them by passing in your client_id, secret, and the environment you wish to connect to" | 2026-10-17 | | How to get access | Sign up in the Plaid Dashboard to get a client ID and Sandbox secret; apply for Production access in the Dashboard. | Checked on the source's own page. [plaid.com](https://plaid.com/docs/quickstart/) "You'll need API keys, which you can receive by signing up in the Dashboard." | 2026-10-17 | | Sandbox | Yes, self-serve | Checked on the source's own page. [plaid.com](https://plaid.com/docs/sandbox/) "The Plaid Sandbox is a free and fully-featured environment for application development and testing." | 2026-10-17 | | Rate limits | /investments/holdings/get: 15 per minute per Item and 2,000 per minute per client in Production; /investments/transactions/get: 30 per minute per Item in Production. | Checked on the source's own page. [plaid.com](https://plaid.com/docs/errors/rate-limit-exceeded/) "requests to /investments/holdings/get are rate limited to 15 per minute (per Item) and 2,000 per minute (per client)" | 2026-10-17 | | Webhooks | Yes | Checked on the source's own page. [plaid.com](https://plaid.com/docs/investments/) "Listen for the HOLDINGS: DEFAULT_UPDATE and INVESTMENTS_TRANSACTIONS: DEFAULT_UPDATE webhooks to know when updated data is available." | 2026-10-17 | | SDKs | Node, Python, Ruby, Java, Go | Checked on the source's own page. [plaid.com](https://plaid.com/docs/api/libraries/) "Plaid offers official API libraries for different programming languages" | 2026-10-17 | | OpenAPI spec | Published | Checked on the source's own page. [github.com](https://github.com/plaid/plaid-openapi) "Plaid uses the OpenAPI 3.0.0 specification to schematize our docs and to generate our supported client libraries." | 2026-10-17 | | Partner program | Not found | Not found. No partner program page located within the docs pages read (docs nav lists 'Partnerships', 'Processor partners' and 'Reseller partners' sections but they were not captured). No partner program page located within the docs pages read (docs nav lists 'Partnerships', 'Processor partners' and 'Reseller partners' sections but they were not captured). | 2026-10-17 | | Public integration list | Not found | Not found. No public list of integrations for the Investments product found on the pages read. No public list of integrations for the Investments product found on the pages read. | 2026-10-17 | | Ways to connect | Native API | Checked on the source's own page. [plaid.com](https://plaid.com/docs/investments/) "Call /investments/holdings/get to retrieve security and holding data" | 2026-10-17 | ## MCP servers and AI connectors - [Plaid Dashboard MCP server](https://wealthtech.dev/mcp/plaid-dashboard-mcp): Developer-tooling MCP server, Live ## What the docs don't say - The docs state that Limited Production caps the total number of Items and blocks some major institutions, but give no number for the cap on the pages read. - The Sandbox page says Investments webhooks typically do not fire in Sandbox because holdings are not dynamic there, so webhook handling for Investments cannot be fully exercised before Production or a Trial plan. - The Dashboard MCP server on plaid.com is documented as Production diagnostics and analytics tooling, not an Investments data connector. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/plaid-investments · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Practifi API: access, auth, sandbox and MCP (checked Oct 2026) > Practifi's API reference is public and sits on top of the Salesforce REST API using the OAuth 2.0 authorization code flow. You need a Practifi org or a partner development environment (email integrate@practifi.com) to call it; limits follow the Salesforce org's daily cap. - Vendor: Practifi (Practifi) - Website: https://www.practifi.com/ - Category: Advisor CRM (core) - API access: Open docs, keys by approval - Last checked: 2026-10-17 - Id: `practifi` · JSON: https://wealthtech.dev/products/practifi.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Open docs, keys by approval | Checked on the source's own page. [developer.practifi.com](https://developer.practifi.com/docs/api/) "Establishing the handshake between Practifi and another application requires you to create a Connected App in Salesforce setup in one of your Practifi environments" | 2026-10-17 | | Developer docs | https://developer.practifi.com/ | Checked on the source's own page. [developer.practifi.com](https://developer.practifi.com/docs/api/) "The Practifi API is designed to meet the growing needs of our ecosystem of client and partner developers looking to integrate applications with Practifi." | 2026-10-17 | | API style | REST | Checked on the source's own page. [developer.practifi.com](https://developer.practifi.com/docs/api/) "Our API is a RESTful web service that sits atop the Salesforce Lightning Platform REST API" | 2026-10-17 | | Authentication | OAuth 2.0 (authorization code) | Checked on the source's own page. [developer.practifi.com](https://developer.practifi.com/docs/api/) "authorizationCode OAuth Flow" | 2026-10-17 | | How to get access | Clients create a Connected App in Salesforce setup in their own Practifi org. Ecosystem partners email integrate@practifi.com for a development environment. | Checked on the source's own page. [developer.practifi.com](https://developer.practifi.com/docs/api/) "Email integrate@practifi.com and our integration team will assist." | 2026-10-17 | | Sandbox | Yes, on request | Checked on the source's own page. [developer.practifi.com](https://developer.practifi.com/docs/api/) "talk to us and we can help to quickly create a development environment for you." | 2026-10-17 | | Rate limits | Salesforce platform cap per 24 hours, typically 15,000 + (number of users x 1,000) up to 1,000,000, shared across all of the org's integrations. | Checked on the source's own page. [developer.practifi.com](https://developer.practifi.com/docs/api/) "15,000 + (Number of users * 1,000)" | 2026-10-17 | | Webhooks | Not found | Not found. No webhooks section in the API reference navigation (Overview, Getting started, Authentication, Heartbeat, Prospects, Clients, People, Client Entities, Assets). No webhooks section in the API reference navigation (Overview, Getting started, Authentication, Heartbeat, Prospects, Clients, People, Client Entities, Assets). | 2026-10-17 | | SDKs | Not found | Not found. No SDKs listed on the reference page. No SDKs listed on the reference page. | 2026-10-17 | | OpenAPI spec | Not found | Not found. The reference page renders and mentions SwaggerHub mock URLs, but the common spec paths api.json, api-spa.json and docs/api/openapi.json on developer.practifi.com returned 404 on 2026-10-17. The reference page renders and mentions SwaggerHub mock URLs, but the common spec paths api.json, api-spa.json and docs/api/openapi.json on developer.practifi.com returned 404 on 2026-10-17. | 2026-10-17 | | Partner program | [object Object] | Checked on the source's own page. [developer.practifi.com](https://developer.practifi.com/docs/api/) "Email integrate@practifi.com and our integration team will assist." | 2026-10-17 | | Public integration list | Not found | Not found. https://www.practifi.com/integrations returned 404; no integration list page found on practifi.com. https://www.practifi.com/integrations returned 404; no integration list page found on practifi.com. | 2026-10-17 | | Ways to connect | Native API | Checked on the source's own page. [developer.practifi.com](https://developer.practifi.com/docs/api/) "Our API is a RESTful web service that sits atop the Salesforce Lightning Platform REST API" | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - The reference does not publish a downloadable spec file; spec URLs tried returned 404. - No webhooks or SDKs are documented. - Rate limits are the underlying Salesforce org limits, not Practifi-specific ones. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/practifi · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Redtail CRM API: access, auth, sandbox and MCP (checked Oct 2026) > Redtail's public pages describe a flexible open API framework and 100+ integrations, but no developer documentation was readable (the API path returned 403). Orion's own page says its Claude MCP connector links Claude to Orion Connect and Redtail CRM once a firm's technical administrator enables it, and the connector's listing shows Redtail tools that both read records and create them (redtail_add_activity, redtail_add_opportunity, redtail_create_note). - Vendor: Redtail Technology (Redtail Technology) - Website: https://www.redtailtechnology.com/ - Category: Advisor CRM (core) - API access: Couldn't read automatically - Last checked: 2026-10-17 - Id: `redtail` · JSON: https://wealthtech.dev/products/redtail.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Couldn't read automatically | Couldn't read automatically. https://www.redtailtechnology.com/api returned HTTP 403 to automated reading. The readable pages (redtailtechnology.com/integrations/, /crm, support.redtailtechnology.com home) contain no API documentation or access instructions. https://www.redtailtechnology.com/api returned HTTP 403 to automated reading. The readable pages (redtailtechnology.com/integrations/, /crm, support.redtailtechnology.com home) contain no API documentation or access instructions. | 2026-10-17 | | Developer docs | Not found | Not found. No developer docs link found on redtailtechnology.com/integrations/, /crm or the support home page; /api returned 403. No developer docs link found on redtailtechnology.com/integrations/, /crm or the support home page; /api returned 403. | 2026-10-17 | | API style | Not found | Not found. No API description found on readable Redtail pages. No API description found on readable Redtail pages. | 2026-10-17 | | Authentication | Not found | Not found. Not stated on readable Redtail pages. Not stated on readable Redtail pages. | 2026-10-17 | | How to get access | Not found | Not found. Not stated on readable Redtail pages. Not stated on readable Redtail pages. | 2026-10-17 | | Sandbox | Not found | Not found. Not stated on readable Redtail pages. Not stated on readable Redtail pages. | 2026-10-17 | | Rate limits | Not found | Not found. Not stated on readable Redtail pages. Not stated on readable Redtail pages. | 2026-10-17 | | Webhooks | Not found | Not found. Not stated on readable Redtail pages. Not stated on readable Redtail pages. | 2026-10-17 | | SDKs | Not found | Not found. Not stated on readable Redtail pages. Not stated on readable Redtail pages. | 2026-10-17 | | OpenAPI spec | Not found | Not found. No spec found; developer docs page unreadable (403 at /api). No spec found; developer docs page unreadable (403 at /api). | 2026-10-17 | | Partner program | Not found | Not found. No partner program page found on readable Redtail pages. No partner program page found on readable Redtail pages. | 2026-10-17 | | Public integration list | https://www.redtailtechnology.com/integrations/ | Checked on the source's own page. [www.redtailtechnology.com](https://www.redtailtechnology.com/integrations/) "Connect your CRM to your existing tech stack with our wide range of robust integrations." | 2026-10-17 | | Ways to connect | Native API, MCP | Checked on the source's own page. [www.redtailtechnology.com](https://www.redtailtechnology.com/integrations/) "With hundreds of deep integrations and a flexible open API framework, you can create the tech stack that works best for your business." | 2026-10-17 | ## MCP servers and AI connectors - [Orion Connector for Claude (Denali Gateway MCP)](https://wealthtech.dev/mcp/orion-denali): Remote MCP server, Live ## What the docs don't say - No public developer documentation, API access process, sandbox, rate limits or spec was readable on Redtail's own pages. - Redtail's support site home loads, but no API article was reachable without logging in. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/redtail · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # RightCapital API: access, auth, sandbox and MCP (checked Oct 2026) > No public RightCapital developer API was found. Its help center documents integrations that advisors connect from the Integrations tab of the Advisor Portal, including custodians, aggregators, CRMs and SSO options. - Vendor: RightCapital Inc. (RightCapital Inc.) - Website: https://www.rightcapital.com/ - Category: Financial planning (core) - API access: Not found - Last checked: 2026-10-17 - Id: `rightcapital` · JSON: https://wealthtech.dev/products/rightcapital.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Not found | Not found. No developer, API or partner-API page found. Pages tried: help.rightcapital.com/integrations/overview, rightcapital.com home and /integrations/; a web search of rightcapital.com and its help center returned only advisor-portal integration articles. No developer, API or partner-API page found. Pages tried: help.rightcapital.com/integrations/overview, rightcapital.com home and /integrations/; a web search of rightcapital.com and its help center returned only advisor-portal integration articles. | 2026-10-17 | | Developer docs | Not found | Not found. No public RightCapital developer documentation found on the pages tried. No public RightCapital developer documentation found on the pages tried. | 2026-10-17 | | API style | Not found | Not found. No public RightCapital developer documentation found on the pages tried. No public RightCapital developer documentation found on the pages tried. | 2026-10-17 | | Authentication | Not found | Not found. No public RightCapital developer documentation found on the pages tried. No public RightCapital developer documentation found on the pages tried. | 2026-10-17 | | How to get access | Not found | Not found. No public RightCapital developer documentation found on the pages tried. No public RightCapital developer documentation found on the pages tried. | 2026-10-17 | | Sandbox | Not found | Not found. No public RightCapital developer documentation found on the pages tried. No public RightCapital developer documentation found on the pages tried. | 2026-10-17 | | Rate limits | Not found | Not found. No public RightCapital developer documentation found on the pages tried. No public RightCapital developer documentation found on the pages tried. | 2026-10-17 | | Webhooks | Not found | Not found. No public RightCapital developer documentation found on the pages tried. No public RightCapital developer documentation found on the pages tried. | 2026-10-17 | | SDKs | Not found | Not found. No public RightCapital developer documentation found on the pages tried. No public RightCapital developer documentation found on the pages tried. | 2026-10-17 | | OpenAPI spec | Not found | Not found. No public RightCapital developer documentation found on the pages tried. No public RightCapital developer documentation found on the pages tried. | 2026-10-17 | | Partner program | Not found | Not found. RightCapital's integrations page says it partners with dozens of companies, but no partner-application page was found. RightCapital's integrations page says it partners with dozens of companies, but no partner-application page was found. | 2026-10-17 | | Public integration list | https://help.rightcapital.com/integrations/overview | Checked on the source's own page. [help.rightcapital.com](https://help.rightcapital.com/integrations/overview) "RightCapital's advisor-level integrations help to streamline the data entry process with technology" | 2026-10-17 | | Ways to connect | Single sign-on | Checked on the source's own page. [help.rightcapital.com](https://help.rightcapital.com/integrations/overview) "A Single Sign-on, commonly called an SSO, is an authentication method" | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - No public developer API or partner-API page was found; RightCapital's public pages describe integrations that advisors switch on inside the Advisor Portal. - The public list names custodians, aggregators, CRMs and SSO providers RightCapital connects to. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/rightcapital · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Salentica API: access, auth, sandbox and MCP (checked Oct 2026) > salentica.com redirects to SS&C Black Diamond's CRM page, which lists two CRM options built on the Salesforce Lightning Platform and Microsoft Dynamics 365. No CRM-specific developer documentation was found. - Vendor: SS&C Technologies (SS&C Black Diamond) (SS&C Technologies) - Website: https://www.salentica.com/ - Category: Advisor CRM (core) - API access: Not found - Last checked: 2026-10-17 - Id: `salentica` · JSON: https://wealthtech.dev/products/salentica.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Not found | Not found. salentica.com redirects to https://www.sscblackdiamond.com/solutions/crm/ (capture header FINAL_URL). That page and /solutions/integrations/ were read; neither links CRM developer docs. The integrations page mentions 'Flexible API for Advanced Customization' for the Black Diamond platform, with no docs link. salentica.com redirects to https://www.sscblackdiamond.com/solutions/crm/ (capture header FINAL_URL). That page and /solutions/integrations/ were read; neither links CRM developer docs. The integrations page mentions 'Flexible API for Advanced Customization' for the Black Diamond platform, with no docs link. | 2026-10-17 | | Developer docs | Not found | Not found. No CRM developer docs link found. No CRM developer docs link found. | 2026-10-17 | | API style | Not found | Not found. Not described for the CRM. Not described for the CRM. | 2026-10-17 | | Authentication | Not found | Not found. Not described. Not described. | 2026-10-17 | | How to get access | Not found | Not found. Not described. Not described. | 2026-10-17 | | Sandbox | Not found | Not found. Not described. Not described. | 2026-10-17 | | Rate limits | Not found | Not found. Not described. Not described. | 2026-10-17 | | Webhooks | Not found | Not found. Not described. Not described. | 2026-10-17 | | SDKs | Not found | Not found. Not described. Not described. | 2026-10-17 | | OpenAPI spec | Not found | Not found. No spec found. No spec found. | 2026-10-17 | | Partner program | Not found | Not found. No partner program page found. No partner program page found. | 2026-10-17 | | Public integration list | https://www.sscblackdiamond.com/solutions/integrations/ | Checked on the source's own page. [www.sscblackdiamond.com](https://www.sscblackdiamond.com/solutions/integrations/) "Explore the Integration Network" | 2026-10-17 | | Ways to connect | Not found | Not found. No CRM connection mechanism is described. The CRM page lists two options: Elements (Foundation: Salesforce Lightning Platform) and Engage (Foundation: Microsoft Dynamics 365). The captured page does not use the name Salentica. No CRM connection mechanism is described. The CRM page lists two options: Elements (Foundation: Salesforce Lightning Platform) and Engage (Foundation: Microsoft Dynamics 365). The captured page does not use the name Salentica. | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - The captured SS&C Black Diamond CRM page does not mention the Salentica name; the link between the two is the salentica.com redirect. - No CRM developer docs, sandbox or rate limits were found. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/salentica · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Salesforce Financial Services Cloud API: access, auth, sandbox and MCP > Salesforce's REST API is documented openly and a free Developer Edition org lets you test against it. Authorization uses OAuth 2.0 through an external client app or connected app. The product page now calls Financial Services Cloud 'Agentforce Financial Services'. - Vendor: Salesforce, Inc. (Salesforce, Inc.) - Website: https://www.salesforce.com/financial-services/wealth-management-software/ - Category: Advisor CRM (core) - API access: Open: self-serve docs and keys - Last checked: 2026-10-17 - Id: `salesforce-financial-services-cloud` · JSON: https://wealthtech.dev/products/salesforce-financial-services-cloud.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Open: self-serve docs and keys | Checked on the source's own page. [developer.salesforce.com](https://developer.salesforce.com/docs/platform/api-rest/guide/quickstart.html) "Developer Edition provides a free and easy solution so that you can use Salesforce for testing and development." | 2026-10-17 | | Developer docs | https://developer.salesforce.com/docs/platform/api-rest/guide/intro-rest.html | Checked on the source's own page. [developer.salesforce.com](https://developer.salesforce.com/docs/platform/api-rest/guide/intro-rest.html) "REST API provides you with programmatic access to your data in Salesforce." | 2026-10-17 | | API style | REST | Checked on the source's own page. [developer.salesforce.com](https://developer.salesforce.com/docs/platform/api-rest/guide/intro-rest.html) "REST API provides you with programmatic access to your data in Salesforce." | 2026-10-17 | | Authentication | OAuth 2.0 (flow not named) | Checked on the source's own page. [developer.salesforce.com](https://developer.salesforce.com/docs/platform/api-rest/guide/intro-rest.html) "use either an external client app or a connected app and an OAuth 2.0 authorization flow." | 2026-10-17 | | How to get access | You need a Salesforce org and a user with API access enabled; a free Developer Edition org can be used for testing and development. | Checked on the source's own page. [developer.salesforce.com](https://developer.salesforce.com/docs/platform/api-rest/guide/intro-rest.html) "To access your Salesforce org and data using the Salesforce API, you need both an org and a user with API access enabled." | 2026-10-17 | | Sandbox | Yes, self-serve | Checked on the source's own page. [developer.salesforce.com](https://developer.salesforce.com/docs/platform/api-rest/guide/quickstart.html) "Developer Edition provides a free and easy solution so that you can use Salesforce for testing and development." | 2026-10-17 | | Rate limits | Not found | Not found. The REST rate limits page URL guessed (docs/platform/api-rest/guide/rate-limits.html) returned 404; no limits page captured. The REST rate limits page URL guessed (docs/platform/api-rest/guide/rate-limits.html) returned 404; no limits page captured. | 2026-10-17 | | Webhooks | Not found | Not found. Not checked on a captured page. Not checked on a captured page. | 2026-10-17 | | SDKs | Not found | Not found. Not stated on the captured REST guide; examples use cURL and Salesforce CLI. Not stated on the captured REST guide; examples use cURL and Salesforce CLI. | 2026-10-17 | | OpenAPI spec | Not found | Not found. No OpenAPI file link found on the captured pages. No OpenAPI file link found on the captured pages. | 2026-10-17 | | Partner program | Not found | Not found. No partner program page captured. No partner program page captured. | 2026-10-17 | | Public integration list | https://appexchange.salesforce.com/ | Checked on the source's own page. [www.salesforce.com](https://www.salesforce.com/financial-services/wealth-management-software/) "The world's leading enterprise cloud marketplace of proven apps and experts." | 2026-10-17 | | Ways to connect | Native API, MCP | Checked on the source's own page. [developer.salesforce.com](https://developer.salesforce.com/docs/platform/api-rest/guide/intro-rest.html) "REST API provides you with programmatic access to your data in Salesforce." | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - The pages captured are general Salesforce platform docs; none describes Financial Services Cloud objects or endpoints. - The product marketing page now names it 'Agentforce Financial Services (formerly Financial Services Cloud)'. - No rate limits, webhooks or SDK list were on the captured API pages. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/salesforce-financial-services-cloud · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Schwab Advisor Services API: access, auth, sandbox and MCP > Schwab runs a public developer portal where you register, request access to an API product and wait for approval. Its APIs use OAuth 2.0 authorization code and a sandbox is available per product; Advisor Services API details were not readable without registration. - Vendor: Charles Schwab & Co., Inc. (Charles Schwab & Co., Inc.) - Website: https://advisorservices.schwab.com/ - Category: Custodians (core) - API access: Partner-gated - Last checked: 2026-10-17 - Id: `schwab-advisor-services` · JSON: https://wealthtech.dev/products/schwab-advisor-services.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Partner-gated | Checked on the source's own page. [developer.schwab.com](https://developer.schwab.com/user-guides/get-started/introduction) "Upon approval, you'll be able to create your app to begin the development journey." | 2026-10-17 | | Developer docs | https://developer.schwab.com/user-guides | Checked on the source's own page. [developer.schwab.com](https://developer.schwab.com/user-guides/get-started/introduction) "Welcome to the Schwab Developer Portal. Here you will find information to support you on your journey towards consuming our suite of products." | 2026-10-17 | | API style | REST | Checked on the source's own page. [developer.schwab.com](https://developer.schwab.com/user-guides/apis-and-apps/test-in-sandbox) "Schwab employs RESTful API design, architecture, and Swagger/OpenAPI specification framework to aid development efforts." | 2026-10-17 | | Authentication | OAuth 2.0 (authorization code) | Checked on the source's own page. [developer.schwab.com](https://developer.schwab.com/user-guides/get-started/authenticate-with-oauth) "Bearer tokens are used for the OAuth authorization_code Grant Type." | 2026-10-17 | | How to get access | Register on the developer portal, set up a company profile, then request access to the API product and wait for approval | Checked on the source's own page. [developer.schwab.com](https://developer.schwab.com/) "Review the API Product catalog to find and request access to the APIs that support your use case." | 2026-10-17 | | Sandbox | Yes, on request | Checked on the source's own page. [developer.schwab.com](https://developer.schwab.com/user-guides/apis-and-apps/test-in-sandbox) "Sandbox environment provides the ability to test API methods, or HTTP verbs, without touching live Production data." | 2026-10-17 | | Rate limits | Not found | Not found. Not stated on the portal pages read. Not stated on the portal pages read. | 2026-10-17 | | Webhooks | Not found | Not found. Not stated on the portal pages read. Not stated on the portal pages read. | 2026-10-17 | | SDKs | Not found | Not found. Not stated on the portal pages read. Not stated on the portal pages read. | 2026-10-17 | | OpenAPI spec | Not found | Not found. The sandbox page mentions a Swagger/OpenAPI specification framework and an API Explorer in the portal; no downloadable spec was visible without signing in. The sandbox page mentions a Swagger/OpenAPI specification framework and an API Explorer in the portal; no downloadable spec was visible without signing in. | 2026-10-17 | | Partner program | Not found | Not found. Not found on the pages read. Not found on the pages read. | 2026-10-17 | | Public integration list | Not found | Not found. Not found on the pages read. Not found on the pages read. | 2026-10-17 | | Ways to connect | Native API | Checked on the source's own page. [developer.schwab.com](https://developer.schwab.com/products) "Advisor Services APIs provide custodial data and transactional services to Advisor platforms and strategic RIAs." | 2026-10-17 | ## MCP servers and AI connectors - [Schwab connector for Claude](https://wealthtech.dev/mcp/schwab-connector): Vendor AI connector (not MCP), Announced ## What the docs don't say - The public portal lists an Advisor Services API product but its endpoints, scopes and limits are not shown without registering. - Schwab's own pages read mention no MCP server. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/schwab-advisor-services · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # SEC EDGAR APIs API: access, auth, sandbox and MCP (checked Oct 2026) > SEC EDGAR's data.sec.gov offers free RESTful JSON APIs for filing history by company and XBRL financial-statement data, with no API key. Automated requests must declare a User-Agent and stay under 10 requests per second. - Vendor: U.S. Securities and Exchange Commission (U.S. Securities and Exchange Commission) - Website: https://www.sec.gov/search-filings/edgar-application-programming-interfaces - Category: Regulatory adviser data (core) - API access: Open: self-serve docs and keys - Last checked: 2026-10-17 - Id: `sec-edgar` · JSON: https://wealthtech.dev/products/sec-edgar.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Open: self-serve docs and keys | Checked on the source's own page. [www.sec.gov](https://www.sec.gov/search-filings/edgar-application-programming-interfaces) "These APIs do not require any authentication or API keys to access." | 2026-10-17 | | Developer docs | https://www.sec.gov/search-filings/edgar-application-programming-interfaces | Checked on the source's own page. [www.sec.gov](https://www.sec.gov/search-filings/edgar-application-programming-interfaces) ""data.sec.gov" was created to host RESTful data APIs delivering JSON-formatted data to external customers and to web pages on SEC.gov." | 2026-10-17 | | API style | REST | Checked on the source's own page. [www.sec.gov](https://www.sec.gov/search-filings/edgar-application-programming-interfaces) "RESTful data APIs delivering JSON-formatted data" | 2026-10-17 | | Authentication | None | Checked on the source's own page. [www.sec.gov](https://www.sec.gov/search-filings/edgar-application-programming-interfaces) "These APIs do not require any authentication or API keys to access." | 2026-10-17 | | How to get access | No sign-up. Send requests to data.sec.gov and declare your user agent in the request headers. | Checked on the source's own page. [www.sec.gov](https://www.sec.gov/search-filings/edgar-search-assistance/accessing-edgar-data) "Please declare your user agent in request headers:" | 2026-10-17 | | Sandbox | Not found | Not found. No sandbox or test environment mentioned. Pages read: sec.gov EDGAR Application Programming Interfaces and Accessing EDGAR Data. No sandbox or test environment mentioned. Pages read: sec.gov EDGAR Application Programming Interfaces and Accessing EDGAR Data. | 2026-10-17 | | Rate limits | Current max request rate: 10 requests/second. | Checked on the source's own page. [www.sec.gov](https://www.sec.gov/search-filings/edgar-search-assistance/accessing-edgar-data) "Current max request rate: 10 requests/second." | 2026-10-17 | | Webhooks | Not found | Not found. No webhooks or push notifications mentioned. Pages read: sec.gov EDGAR Application Programming Interfaces and Accessing EDGAR Data. No webhooks or push notifications mentioned. Pages read: sec.gov EDGAR Application Programming Interfaces and Accessing EDGAR Data. | 2026-10-17 | | SDKs | Not found | Not found. No official SDKs mentioned. Pages read: sec.gov EDGAR Application Programming Interfaces and Accessing EDGAR Data. No official SDKs mentioned. Pages read: sec.gov EDGAR Application Programming Interfaces and Accessing EDGAR Data. | 2026-10-17 | | OpenAPI spec | Not found | Not found. No OpenAPI spec linked on the pages read. Pages read: sec.gov EDGAR Application Programming Interfaces and Accessing EDGAR Data. No OpenAPI spec linked on the pages read. Pages read: sec.gov EDGAR Application Programming Interfaces and Accessing EDGAR Data. | 2026-10-17 | | Partner program | Not found | Not found. Not applicable: no partner program mentioned. Pages read: sec.gov EDGAR Application Programming Interfaces and Accessing EDGAR Data. Not applicable: no partner program mentioned. Pages read: sec.gov EDGAR Application Programming Interfaces and Accessing EDGAR Data. | 2026-10-17 | | Public integration list | Not found | Not found. No list of integrations mentioned. Pages read: sec.gov EDGAR Application Programming Interfaces and Accessing EDGAR Data. No list of integrations mentioned. Pages read: sec.gov EDGAR Application Programming Interfaces and Accessing EDGAR Data. | 2026-10-17 | | Ways to connect | Native API, File exchange | Checked on the source's own page. [www.sec.gov](https://www.sec.gov/search-filings/edgar-application-programming-interfaces) "In addition, a bulk ZIP file is available to download all the JSON structures for an API." | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - The page says the APIs currently include submissions history by filer and XBRL data from financial statements; the page does not mention Form ADV adviser data. - data.sec.gov does not support CORS, so browser JavaScript cannot call it directly. - The EDGAR APIs page does not state the User-Agent requirement itself; it is on the Accessing EDGAR Data page. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/sec-edgar · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # SEC Form ADV data files and IAPD compilation feeds API and MCP > The SEC and IAPD publish Form ADV data as downloadable files: .csv Form ADV Part 1 files (the sec.gov FOIA page says before 2025; the adviserinfo.sec.gov page says from January 2001 through the most recent quarter), zip files of Investment Adviser Information Reports on sec.gov, and XML compilation feeds on adviserinfo.sec.gov for SEC-registered, exempt reporting and state advisers. No key is needed; the IAPD manifest lists feeds dated October 16, 2026. - Vendor: U.S. Securities and Exchange Commission (U.S. Securities and Exchange Commission) - Website: https://adviserinfo.sec.gov/compilation - Category: Regulatory adviser data (core) - API access: Open: self-serve docs and keys - Last checked: 2026-10-17 - Id: `sec-form-adv-data` · JSON: https://wealthtech.dev/products/sec-form-adv-data.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Open: self-serve docs and keys | Checked on the source's own page. [adviserinfo.sec.gov](https://adviserinfo.sec.gov/compilation) "is available for download in XML format." | 2026-10-17 | | Developer docs | https://www.sec.gov/foia-services/frequently-requested-documents/form-adv-data | Checked on the source's own page. [www.sec.gov](https://www.sec.gov/foia-services/frequently-requested-documents/form-adv-data) "Form ADV Data from January 1, 2025, to present is available on the Investment Adviser Public Disclosure website" | 2026-10-17 | | API style | Bulk XML | Checked on the source's own page. [adviserinfo.sec.gov](https://adviserinfo.sec.gov/compilation) "This file contains information about investment advisers who are registered with the SEC or who are filing reports as Exempt Reporting Advisers with the SEC and is available for download in XML format." | 2026-10-17 | | Authentication | Not found | Not found. No authentication is mentioned on the pages read; the files are offered for direct download. sec.gov asks automated clients to declare a User-Agent. Pages read: sec.gov FOIA Form ADV Data page, adviserinfo.sec.gov Form ADV Data and Compilation pages, the IAPD compilation manifest JSON, sec.gov Accessing EDGAR Data. No authentication is mentioned on the pages read; the files are offered for direct download. sec.gov asks automated clients to declare a User-Agent. Pages read: sec.gov FOIA Form ADV Data page, adviserinfo.sec.gov Form ADV Data and Compilation pages, the IAPD compilation manifest JSON, sec.gov Accessing EDGAR Data. | 2026-10-17 | | How to get access | Download the files directly from the SEC and IAPD pages; no account needed. Declare a User-Agent for scripted requests to sec.gov. | Checked on the source's own page. [www.sec.gov](https://www.sec.gov/search-filings/edgar-search-assistance/accessing-edgar-data) "Please declare your user agent in request headers:" | 2026-10-17 | | Sandbox | Not found | Not found. Not applicable: static file downloads. Pages read: sec.gov FOIA Form ADV Data page, adviserinfo.sec.gov Form ADV Data and Compilation pages, the IAPD compilation manifest JSON, sec.gov Accessing EDGAR Data. Not applicable: static file downloads. Pages read: sec.gov FOIA Form ADV Data page, adviserinfo.sec.gov Form ADV Data and Compilation pages, the IAPD compilation manifest JSON, sec.gov Accessing EDGAR Data. | 2026-10-17 | | Rate limits | sec.gov: current max request rate 10 requests/second (applies to sec.gov scripted access). No separate limit stated for reports.adviserinfo.sec.gov. | Checked on the source's own page. [www.sec.gov](https://www.sec.gov/search-filings/edgar-search-assistance/accessing-edgar-data) "Current max request rate: 10 requests/second." | 2026-10-17 | | Webhooks | Not found | Not found. No notifications or webhooks mentioned. Pages read: sec.gov FOIA Form ADV Data page, adviserinfo.sec.gov Form ADV Data and Compilation pages, the IAPD compilation manifest JSON, sec.gov Accessing EDGAR Data. No notifications or webhooks mentioned. Pages read: sec.gov FOIA Form ADV Data page, adviserinfo.sec.gov Form ADV Data and Compilation pages, the IAPD compilation manifest JSON, sec.gov Accessing EDGAR Data. | 2026-10-17 | | SDKs | Not found | Not found. No SDKs mentioned. Pages read: sec.gov FOIA Form ADV Data page, adviserinfo.sec.gov Form ADV Data and Compilation pages, the IAPD compilation manifest JSON, sec.gov Accessing EDGAR Data. No SDKs mentioned. Pages read: sec.gov FOIA Form ADV Data page, adviserinfo.sec.gov Form ADV Data and Compilation pages, the IAPD compilation manifest JSON, sec.gov Accessing EDGAR Data. | 2026-10-17 | | OpenAPI spec | Not found | Not found. No API or OpenAPI spec; the data is published as files. The compilation page links XML schema definition documents (firm and representative). Pages read: sec.gov FOIA Form ADV Data page, adviserinfo.sec.gov Form ADV Data and Compilation pages, the IAPD compilation manifest JSON, sec.gov Accessing EDGAR Data. No API or OpenAPI spec; the data is published as files. The compilation page links XML schema definition documents (firm and representative). Pages read: sec.gov FOIA Form ADV Data page, adviserinfo.sec.gov Form ADV Data and Compilation pages, the IAPD compilation manifest JSON, sec.gov Accessing EDGAR Data. | 2026-10-17 | | Partner program | Not found | Not found. Not applicable. Pages read: sec.gov FOIA Form ADV Data page, adviserinfo.sec.gov Form ADV Data and Compilation pages, the IAPD compilation manifest JSON, sec.gov Accessing EDGAR Data. Not applicable. Pages read: sec.gov FOIA Form ADV Data page, adviserinfo.sec.gov Form ADV Data and Compilation pages, the IAPD compilation manifest JSON, sec.gov Accessing EDGAR Data. | 2026-10-17 | | Public integration list | Not found | Not found. Not applicable. Pages read: sec.gov FOIA Form ADV Data page, adviserinfo.sec.gov Form ADV Data and Compilation pages, the IAPD compilation manifest JSON, sec.gov Accessing EDGAR Data. Not applicable. Pages read: sec.gov FOIA Form ADV Data page, adviserinfo.sec.gov Form ADV Data and Compilation pages, the IAPD compilation manifest JSON, sec.gov Accessing EDGAR Data. | 2026-10-17 | | Ways to connect | File exchange | Checked on the source's own page. [reports.adviserinfo.sec.gov](https://reports.adviserinfo.sec.gov/reports/CompilationReports/CompilationReports.manifest.json) "IA_FIRM_SEC_Feed_10_16_2026.xml.gz" | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - The IAPD data page says datasets should not be read as an adviser's registration status; advisers awaiting SEC approval may appear in the datasets but not in IAPD search. - The compilation feed for individual adviser representatives (169 MB) is listed alongside the firm feeds; this record covers firm-level use only. - The FOIA, IAPD Form ADV Data, IAPD compilation and EDGAR access pages read state no license or reuse terms. Warranty wording is on some pages only: the IAPD compilation page says "we cannot guarantee its accuracy" (capture evidence/sec-form-adv-data/adviserinfo-sec-gov-compilation.txt), the SEC's Information About Registered Investment Advisers page says "we can not guarantee its accuracy" (capture evidence/sec-form-adv/sec-ia-page-text.txt), and the EDGAR access page says of its own files that it does "not guarantee accuracy or scope". The FOIA page and the IAPD Form ADV Data page carry no such text. - The SEC says it has no data for state-registered advisers on the FOIA page; the IAPD compilation page lists a separate state investment adviser report. - The FOIA page and the IAPD Form ADV Data page give different accounts of where the .csv files live and which periods they cover; see the note on the docs URL. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/sec-form-adv-data · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Smarsh API: access, auth, sandbox and MCP (checked Oct 2026) > Smarsh publishes an overview of its V3 REST APIs for communications capture, search, export and supervision, but access is limited to customers and approved partners. Authentication is OAuth 2.0 client credentials provisioned through a Smarsh representative, and the detailed documentation sits behind a login. - Vendor: Smarsh (Smarsh) - Website: https://www.smarsh.com/ - Category: Compliance and archiving (core) - API access: Partner-gated - Last checked: 2026-10-17 - Id: `smarsh` · JSON: https://wealthtech.dev/products/smarsh.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Partner-gated | Checked on the source's own page. [www.smarsh.com](https://www.smarsh.com/platform/developers/) "API access is available to Smarsh customers and approved partners." | 2026-10-17 | | Developer docs | https://www.smarsh.com/platform/developers/ | Checked on the source's own page. [www.smarsh.com](https://www.smarsh.com/platform/developers/) "Connect Your AI Workflows With Smarsh APIs" | 2026-10-17 | | API style | REST | Checked on the source's own page. [www.smarsh.com](https://www.smarsh.com/platform/developers/) "All V3 APIs follow RESTful conventions and use OAuth 2.0 Client Credentials with short-lived JWT bearer tokens." | 2026-10-17 | | Authentication | OAuth 2.0 (client credentials) | Checked on the source's own page. [www.smarsh.com](https://www.smarsh.com/platform/developers/) "Smarsh APIs use OAuth 2.0 Client Credentials to provide secure, service-to-service access without individual user sign-ins." | 2026-10-17 | | How to get access | Contact your Smarsh representative to have OAuth 2.0 client credentials provisioned for your organization. | Checked on the source's own page. [www.smarsh.com](https://www.smarsh.com/platform/developers/) "Contact your Smarsh representative to have OAuth 2.0 client credentials provisioned for your organization." | 2026-10-17 | | Sandbox | Not found | Not found. The developer page says 'test the available endpoints' but names no sandbox or test environment. Detailed API documentation at https://docs.smarsh.com/apidocs/v3-apis-1 and /apidocs/data-management-search redirects to a Smarsh Employee/Customer login page, so it was not read. The developer page says 'test the available endpoints' but names no sandbox or test environment. Detailed API documentation at https://docs.smarsh.com/apidocs/v3-apis-1 and /apidocs/data-management-search redirects to a Smarsh Employee/Customer login page, so it was not read. | 2026-10-17 | | Rate limits | Couldn't read automatically | Couldn't read automatically. Not stated on the public developer page. Detailed API documentation at https://docs.smarsh.com/apidocs/v3-apis-1 and /apidocs/data-management-search redirects to a Smarsh Employee/Customer login page, so it was not read. Not stated on the public developer page. Detailed API documentation at https://docs.smarsh.com/apidocs/v3-apis-1 and /apidocs/data-management-search redirects to a Smarsh Employee/Customer login page, so it was not read. | 2026-10-17 | | Webhooks | Couldn't read automatically | Couldn't read automatically. Not stated on the public developer page. Detailed API documentation at https://docs.smarsh.com/apidocs/v3-apis-1 and /apidocs/data-management-search redirects to a Smarsh Employee/Customer login page, so it was not read. Not stated on the public developer page. Detailed API documentation at https://docs.smarsh.com/apidocs/v3-apis-1 and /apidocs/data-management-search redirects to a Smarsh Employee/Customer login page, so it was not read. | 2026-10-17 | | SDKs | Couldn't read automatically | Couldn't read automatically. No SDKs named on the public developer page. Detailed API documentation at https://docs.smarsh.com/apidocs/v3-apis-1 and /apidocs/data-management-search redirects to a Smarsh Employee/Customer login page, so it was not read. No SDKs named on the public developer page. Detailed API documentation at https://docs.smarsh.com/apidocs/v3-apis-1 and /apidocs/data-management-search redirects to a Smarsh Employee/Customer login page, so it was not read. | 2026-10-17 | | OpenAPI spec | Couldn't read automatically | Couldn't read automatically. Not linked from the public developer page; the documentation site requires a login (redirect to identity.document360.io). Whether a spec exists behind the login was not checked. Not linked from the public developer page; the documentation site requires a login (redirect to identity.document360.io). Whether a spec exists behind the login was not checked. | 2026-10-17 | | Partner program | https://www.smarsh.com/partners | Checked on the source's own page. [www.smarsh.com](https://www.smarsh.com/partners) "Join the Smarsh Partner Program now or sign in to your account on the partner portal." | 2026-10-17 | | Public integration list | https://www.smarsh.com/partners | Checked on the source's own page. [www.smarsh.com](https://www.smarsh.com/partners) "View our partner directory to find one of the referral, reseller, alliance, technology, or consulting partners in our partner ecosystem." | 2026-10-17 | | Ways to connect | Native API | Checked on the source's own page. [www.smarsh.com](https://www.smarsh.com/platform/developers/) "Capture, search, export, and retrieve communications data programmatically with metadata and chain-of-custody support." | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - The public developer page lists the V3 API families (Data Acquisition, Search, Export, Data Retrieval, Participant, Reconciliation, Audit Log, Case, Surveillance, Analytics, Ingestion) but not their endpoints, rate limits, webhooks or sandbox. - The documentation links on the developer page lead to a login, so no endpoint detail is public. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/smarsh · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Wealthbox API: access, auth, sandbox and MCP (checked Oct 2026) > Wealthbox publishes its REST API docs openly and lets an account holder create a personal API access token in settings, which the docs say is reserved for personal integrations and testing. OAuth for partner apps requires emailing Wealthbox for client credentials, and requests are throttled to about one per second over five minutes. - Vendor: Wealthbox, LLC (Wealthbox, LLC) - Website: https://www.wealthbox.com/ - Category: Advisor CRM (core) - API access: Open: self-serve docs and keys - Last checked: 2026-10-17 - Id: `wealthbox` · JSON: https://wealthtech.dev/products/wealthbox.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Open: self-serve docs and keys | Checked on the source's own page. [dev.wealthbox.com](https://dev.wealthbox.com/) "In order to obtain a new access token or to manage your existing tokens, please visit the API access token settings page." | 2026-10-17 | | Developer docs | https://dev.wealthbox.com/ | Checked on the source's own page. [dev.wealthbox.com](https://dev.wealthbox.com/) "The Wealthbox API consists of REST-based resource URLs which provide a predictable way to interact with Wealthbox over JSON or XML." | 2026-10-17 | | API style | REST | Checked on the source's own page. [dev.wealthbox.com](https://dev.wealthbox.com/) "The Wealthbox API consists of REST-based resource URLs which provide a predictable way to interact with Wealthbox over JSON or XML." | 2026-10-17 | | Authentication | API key, OAuth 2.0 (authorization code) | Checked on the source's own page. [dev.wealthbox.com](https://dev.wealthbox.com/) "The Wealthbox API allows authenticating with OAuth 2.0 using authorization code grants as well as refresh token grants as defined in RFC6749." | 2026-10-17 | | How to get access | Create a personal API access token in your Wealthbox settings. For OAuth, email support@wealthbox.com with details about your application to be issued a client ID and client secret. | Checked on the source's own page. [dev.wealthbox.com](https://dev.wealthbox.com/) "To implement OAuth for your application, please email support@wealthbox.com with your request and details about your application." | 2026-10-17 | | Sandbox | Not found | Not found. Not stated on dev.wealthbox.com (Introduction, Authentication, Throttling and endpoint sections read). Not stated on dev.wealthbox.com (Introduction, Authentication, Throttling and endpoint sections read). | 2026-10-17 | | Rate limits | One request per second over a five-minute sampling period, short bursts above that are allowed; exceeding it returns HTTP 429. | Checked on the source's own page. [dev.wealthbox.com](https://dev.wealthbox.com/) "The throttling rate is one request/second over a five minute sampling period" | 2026-10-17 | | Webhooks | Not found | Not found. No webhooks section on dev.wealthbox.com (the navigation lists Getting Started and resource endpoints only). No webhooks section on dev.wealthbox.com (the navigation lists Getting Started and resource endpoints only). | 2026-10-17 | | SDKs | Not found | Not found. No SDKs or client libraries mentioned on dev.wealthbox.com; examples are curl. No SDKs or client libraries mentioned on dev.wealthbox.com; examples are curl. | 2026-10-17 | | OpenAPI spec | Not found | Not found. No OpenAPI or Swagger file linked from dev.wealthbox.com. No OpenAPI or Swagger file linked from dev.wealthbox.com. | 2026-10-17 | | Partner program | [object Object] | Checked on the source's own page. [www.wealthbox.com](https://www.wealthbox.com/partnerships/) "We partner with wealthtech companies to reach financial advisors through integrated products and co-marketing." | 2026-10-17 | | Public integration list | https://www.wealthbox.com/integrations/ | Checked on the source's own page. [www.wealthbox.com](https://www.wealthbox.com/integrations/) "150+ INTEGRATIONS" | 2026-10-17 | | Ways to connect | Native API, Zapier, MCP | Checked on the source's own page. [dev.wealthbox.com](https://dev.wealthbox.com/) "The Wealthbox API consists of REST-based resource URLs which provide a predictable way to interact with Wealthbox over JSON or XML." | 2026-10-17 | ## MCP servers and AI connectors - [Wealthbox connector (MCP)](https://wealthtech.dev/mcp/wealthbox-mcp): Remote MCP server, Live ## What the docs don't say - The developer docs state no sandbox or test environment, no webhooks, no SDKs and no OpenAPI file. - OAuth client credentials are issued by email, not through a self-serve developer portal. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/wealthbox · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # YCharts API: access, auth, sandbox and MCP (checked Oct 2026) > YCharts' API pages blocked automated reading (HTTP 405), so no API facts were captured. The YCharts homepage loads but its text does not mention an API. - Vendor: YCharts (YCharts) - Website: https://ycharts.com/ - Category: Market and reference data (adjacent) - API access: Couldn't read automatically - Last checked: 2026-10-17 - Id: `ycharts` · JSON: https://wealthtech.dev/products/ycharts.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Couldn't read automatically | Couldn't read automatically. Tried https://ycharts.com/products/api, https://ycharts.com/api and https://ycharts.com/about (all HTTP 405) and https://get.ycharts.com/api-docs (404). The homepage https://ycharts.com/ loaded (HTTP 200) but its text mentions no API. Tried https://ycharts.com/products/api, https://ycharts.com/api and https://ycharts.com/about (all HTTP 405) and https://get.ycharts.com/api-docs (404). The homepage https://ycharts.com/ loaded (HTTP 200) but its text mentions no API. | 2026-10-17 | | Developer docs | Not found | Not found. No readable API documentation URL; see access note. No readable API documentation URL; see access note. | 2026-10-17 | | API style | Not found | Not found. Not readable; see access note. Not readable; see access note. | 2026-10-17 | | Authentication | Not found | Not found. Not readable; see access note. Not readable; see access note. | 2026-10-17 | | How to get access | Not found | Not found. Not readable; see access note. Not readable; see access note. | 2026-10-17 | | Sandbox | Not found | Not found. Not readable; see access note. Not readable; see access note. | 2026-10-17 | | Rate limits | Not found | Not found. Not readable; see access note. Not readable; see access note. | 2026-10-17 | | Webhooks | Not found | Not found. Not readable; see access note. Not readable; see access note. | 2026-10-17 | | SDKs | Not found | Not found. Not readable; see access note. Not readable; see access note. | 2026-10-17 | | OpenAPI spec | Not found | Not found. Not readable; see access note. Not readable; see access note. | 2026-10-17 | | Partner program | Not found | Not found. Not found. Not found. | 2026-10-17 | | Public integration list | Not found | Not found. Not found. Not found. | 2026-10-17 | | Ways to connect | Not found | Not found. Not readable; see access note. Not readable; see access note. | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - YCharts API pages returned HTTP 405 to automated reading, so no API facts are recorded. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/ycharts · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Envestnet Yodlee API: access, auth, sandbox and MCP (checked Oct 2026) > Envestnet Yodlee publishes a public REST API reference and an OpenAPI 2.0 spec on GitHub, with endpoints for accounts, transactions and holdings. Some services are testable only in a dedicated environment after a contract is signed, and no rate limits are published on the pages read. - Vendor: Envestnet | Yodlee (Envestnet) - Website: https://www.yodlee.com/ - Category: Account aggregation (adjacent) - API access: Not found - Last checked: 2026-10-17 - Id: `yodlee` · JSON: https://wealthtech.dev/products/yodlee.json ## Developer surface | Field | Value | Source and quote | Checked | |---|---|---|---| | API access | Not found | Not found. Not established. The API reference is public and developer.yodlee.com has a public 'Create Your Account' form (not submitted), but no page read says what an account grants or how production keys are issued. The only quotes about access say some services are not available in the developer sandbox and are testable in a dedicated environment 'once the contract is signed'. They do not show that keys need approval. The access value here only follows the site's convention for a fact that was not found; it is not a finding that no API exists. Not established. The API reference is public and developer.yodlee.com has a public 'Create Your Account' form (not submitted), but no page read says what an account grants or how production keys are issued. The only quotes about access say some services are not available in the developer sandbox and are testable in a dedicated environment 'once the contract is signed'. They do not show that keys need approval. The access value here only follows the site's convention for a fact that was not found; it is not a finding that no API exists. | 2026-10-17 | | Developer docs | https://developer.yodlee.com/products/yodlee-core-apis-docs-api-reference | Checked on the source's own page. [developer.yodlee.com](https://developer.yodlee.com/products/yodlee/core-apis/docs/api-reference#yodlee-coreapis-verification-post) "This file describes the Yodlee Platform APIs using the swagger notation." | 2026-10-17 | | API style | REST | Checked on the source's own page. [github.com](https://github.com/Yodlee/OpenAPI) "The master branch contains the latest release of the OpenAPI specification for the Envestnet \| Yodlee V1.1 APIs." | 2026-10-17 | | Authentication | API key | Checked on the source's own page. [developer.yodlee.com](https://developer.yodlee.com/products/yodlee/core-apis/docs/api-reference#yodlee-coreapis-verification-post) "This endpoint is used to generate an API key." | 2026-10-17 | | How to get access | Create a developer account on developer.yodlee.com; some services are testable only in a dedicated environment once a contract is signed. | Checked on the source's own page. [developer.yodlee.com](https://developer.yodlee.com/user/register) "Create Your Account" | 2026-10-17 | | Sandbox | Not found | Not found. The API reference mentions a 'developer sandbox environment' (for example: 'This service is not available in developer sandbox environment') but no page read says how to get sandbox access or for how long. The API reference mentions a 'developer sandbox environment' (for example: 'This service is not available in developer sandbox environment') but no page read says how to get sandbox access or for how long. | 2026-10-17 | | Rate limits | Not found | Not found. No rate limits found in the API reference, the product pages or the OpenAPI GitHub README. No rate limits found in the API reference, the product pages or the OpenAPI GitHub README. | 2026-10-17 | | Webhooks | Yes | Checked on the source's own page. [developer.yodlee.com](https://developer.yodlee.com/products/yodlee/core-apis/docs/api-reference#yodlee-coreapis-verification-post) "Customers can subscribe to REFRESH,DATA_UPDATES and AUTO_REFRESH_UPDATES event." | 2026-10-17 | | SDKs | generated from OpenAPI spec (Python, Java, JavaScript, PHP and others) | Checked on the source's own page. [developer.yodlee.com](https://developer.yodlee.com/products/yodlee/core-apis/docs/api-reference#yodlee-coreapis-verification-post) "You can generate a client SDK for Python, Java, JavaScript, PHP, or other languages" | 2026-10-17 | | OpenAPI spec | Published | Checked on the source's own page. [github.com](https://github.com/Yodlee/OpenAPI) "We distribute the spec in YAML format. The information conforms to OpenAPI Specification version 2.0 for Yodlee V1.1 APIs." | 2026-10-17 | | Partner program | Not found | Not found. No partner program page found on developer.yodlee.com pages read. The Account Aggregation page cites '1400+ PARTNERS' without a program page. No partner program page found on developer.yodlee.com pages read. The Account Aggregation page cites '1400+ PARTNERS' without a program page. | 2026-10-17 | | Public integration list | Not found | Not found. No public list of integrations or connected institutions found on the pages read. No public list of integrations or connected institutions found on the pages read. | 2026-10-17 | | Ways to connect | Native API | Checked on the source's own page. [developer.yodlee.com](https://developer.yodlee.com/products/yodlee/core-apis/docs/api-reference#yodlee-coreapis-verification-post) "The get user data service is used to get a user's modified data for a particular period of time for accounts, transactions, holdings, and provider account information." | 2026-10-17 | ## MCP servers and AI connectors None recorded on public pages we checked. ## What the docs don't say - No rate limits are stated on the API reference or product pages read. - The reference does not say how long developer sandbox access lasts or what the sign-up form grants. - Key management and event-subscription endpoints are noted as unavailable in the developer sandbox until a contract is signed. ## Changes No changes recorded since this record was first published. --- Source: https://wealthtech.dev/products/yodlee · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Advisor CRMs: API access, sandboxes and MCP servers Client relationship software for advisory firms. Of 9 products here: 4 open, 1 docs open, keys gated, 2 none found, 2 unreadable. | Product | API access | Auth | Sandbox | OpenAPI | Checked | |---|---|---|---|---|---| | [AdvisorEngine CRM](https://wealthtech.dev/products/advisorengine-crm) | Not found | Not found | Not found | Not found | 2026-10-17 | | [Advyzon](https://wealthtech.dev/products/advyzon) | Couldn't read automatically | Not found | Not found | Not found | 2026-10-17 | | [HubSpot](https://wealthtech.dev/products/hubspot) | Open: self-serve docs and keys | OAuth 2.0 (authorization code), API key | Yes, self-serve | Published | 2026-10-17 | | [Less Annoying CRM](https://wealthtech.dev/products/less-annoying-crm) | Open: self-serve docs and keys | API key | Not found | Not found | 2026-10-17 | | [Practifi](https://wealthtech.dev/products/practifi) | Open docs, keys by approval | OAuth 2.0 (authorization code) | Yes, on request | Not found | 2026-10-17 | | [Redtail CRM](https://wealthtech.dev/products/redtail) | Couldn't read automatically | Not found | Not found | Not found | 2026-10-17 | | [Salentica](https://wealthtech.dev/products/salentica) | Not found | Not found | Not found | Not found | 2026-10-17 | | [Salesforce Financial Services Cloud](https://wealthtech.dev/products/salesforce-financial-services-cloud) | Open: self-serve docs and keys | OAuth 2.0 (flow not named) | Yes, self-serve | Not found | 2026-10-17 | | [Wealthbox](https://wealthtech.dev/products/wealthbox) | Open: self-serve docs and keys | API key, OAuth 2.0 (authorization code) | Not found | Not found | 2026-10-17 | --- Source: https://wealthtech.dev/categories/crm · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Financial planning tools: API access, sandboxes and MCP servers Planning software advisors use to build client plans. Of 9 products here: 2 docs open, keys gated, 3 partner-gated, 4 none found. | Product | API access | Auth | Sandbox | OpenAPI | Checked | |---|---|---|---|---|---| | [Asset-Map](https://wealthtech.dev/products/asset-map) | Partner-gated | Not found | Not found | Not found | 2026-10-17 | | [Boldin](https://wealthtech.dev/products/boldin) | Open docs, keys by approval | API key | Not found | Published | 2026-10-17 | | [Conquest Planning](https://wealthtech.dev/products/conquest-planning) | Not found | Not found | Not found | Not found | 2026-10-17 | | [eMoney Advisor](https://wealthtech.dev/products/emoney) | Partner-gated | OAuth 2.0 (JWT with certificate) | Not found | Not found | 2026-10-17 | | [Holistiplan](https://wealthtech.dev/products/holistiplan) | Open docs, keys by approval | OAuth 2.0 (client credentials) | Not found | Not found | 2026-10-17 | | [Income Lab](https://wealthtech.dev/products/income-lab) | Not found | Not found | Not found | Not found | 2026-10-17 | | [MoneyGuide](https://wealthtech.dev/products/moneyguide) | Partner-gated | Not found | Not found | Not found | 2026-10-17 | | [NaviPlan](https://wealthtech.dev/products/naviplan) | Not found | Not found | Not found | Not found | 2026-10-17 | | [RightCapital](https://wealthtech.dev/products/rightcapital) | Not found | Not found | Not found | Not found | 2026-10-17 | --- Source: https://wealthtech.dev/categories/planning · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Portfolio management and reporting tools: APIs and MCP servers Portfolio accounting, reporting, rebalancing and risk tools. Of 5 products here: 2 docs open, keys gated, 2 partner-gated, 1 unreadable. | Product | API access | Auth | Sandbox | OpenAPI | Checked | |---|---|---|---|---|---| | [Addepar](https://wealthtech.dev/products/addepar) | Open docs, keys by approval | Basic auth, OAuth 2.0 (authorization code) | Yes, on request | Not found | 2026-10-17 | | [Black Diamond](https://wealthtech.dev/products/black-diamond) | Couldn't read automatically | Not found | Not found | Not found | 2026-10-17 | | [Envestnet Tamarac](https://wealthtech.dev/products/envestnet-tamarac) | Partner-gated | Not found | Not found | Not found | 2026-10-17 | | [Nitrogen](https://wealthtech.dev/products/nitrogen) | Open docs, keys by approval | OAuth 2.0 (authorization code) | Yes, on request | Not found | 2026-10-17 | | [Orion](https://wealthtech.dev/products/orion) | Partner-gated | Partner credentials | Yes, on request | Not found | 2026-10-17 | --- Source: https://wealthtech.dev/categories/portfolio-reporting · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Custodians: API access, sandboxes and MCP servers Firms that hold client assets and send account data to advisor software. Of 4 products here: 1 docs open, keys gated, 3 partner-gated. | Product | API access | Auth | Sandbox | OpenAPI | Checked | |---|---|---|---|---|---| | [Altruist](https://wealthtech.dev/products/altruist) | Open docs, keys by approval | OAuth 2.0 (authorization code) | Yes, on request | Not found | 2026-10-17 | | [BNY Pershing Wove](https://wealthtech.dev/products/pershing-wove) | Partner-gated | Partner credentials | Not found | Not found | 2026-10-17 | | [Fidelity Wealthscape Integration Xchange](https://wealthtech.dev/products/fidelity-integration-xchange) | Partner-gated | Not found | Not found | Not found | 2026-10-17 | | [Schwab Advisor Services](https://wealthtech.dev/products/schwab-advisor-services) | Partner-gated | OAuth 2.0 (authorization code) | Yes, on request | Not found | 2026-10-17 | --- Source: https://wealthtech.dev/categories/custodian · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Wealth platforms and TAMPs: API access, sandboxes and MCP servers Turnkey asset management programs, wealth platforms and firm data platforms. Of 1 product here: 1 none found. | Product | API access | Auth | Sandbox | OpenAPI | Checked | |---|---|---|---|---|---| | [Milemarker](https://wealthtech.dev/products/milemarker) | Not found | Not found | Not found | Not found | 2026-10-17 | --- Source: https://wealthtech.dev/categories/wealth-platform · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Compliance and archiving tools: API access, sandboxes and MCP servers Communications archiving, supervision and compliance software. Of 4 products here: 1 docs open, keys gated, 2 partner-gated, 1 none found. | Product | API access | Auth | Sandbox | OpenAPI | Checked | |---|---|---|---|---|---| | [COMPLY (Comply for RIA, formerly RIA in a Box)](https://wealthtech.dev/products/comply) | Not found | Not found | Not found | Not found | 2026-10-17 | | [Docupace](https://wealthtech.dev/products/docupace) | Partner-gated | Not found | Yes, self-serve | Couldn't read automatically | 2026-10-17 | | [Global Relay](https://wealthtech.dev/products/global-relay) | Open docs, keys by approval | OAuth 2.0 (client credentials) | Yes, on request | Published | 2026-10-17 | | [Smarsh](https://wealthtech.dev/products/smarsh) | Partner-gated | OAuth 2.0 (client credentials) | Not found | Couldn't read automatically | 2026-10-17 | --- Source: https://wealthtech.dev/categories/compliance · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Regulatory data sources: API access, sandboxes and MCP servers Public data from the SEC and FINRA about advisers and filings. Of 3 products here: 3 open. | Product | API access | Auth | Sandbox | OpenAPI | Checked | |---|---|---|---|---|---| | [FINRA API Platform](https://wealthtech.dev/products/finra-api) | Open: self-serve docs and keys | OAuth 2.0 (client credentials) | Yes, self-serve | Not found | 2026-10-17 | | [SEC EDGAR APIs](https://wealthtech.dev/products/sec-edgar) | Open: self-serve docs and keys | None | Not found | Not found | 2026-10-17 | | [SEC Form ADV data files and IAPD compilation feeds](https://wealthtech.dev/products/sec-form-adv-data) | Open: self-serve docs and keys | Not found | Not found | Not found | 2026-10-17 | --- Source: https://wealthtech.dev/categories/regulatory-data · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Prospecting data providers: API access, sandboxes and MCP servers Databases of advisors and firms sold for prospecting. Of 1 product here: 1 partner-gated. | Product | API access | Auth | Sandbox | OpenAPI | Checked | |---|---|---|---|---|---| | [AdvizorPro](https://wealthtech.dev/products/advizorpro) | Partner-gated | Not found | Not found | Not found | 2026-10-17 | --- Source: https://wealthtech.dev/categories/prospecting-data · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Account aggregation providers: API access, sandboxes and MCP servers APIs that pull account and holdings data from financial institutions. Of 6 products here: 3 open, 1 partner-gated, 2 none found. | Product | API access | Auth | Sandbox | OpenAPI | Checked | |---|---|---|---|---|---| | [Akoya](https://wealthtech.dev/products/akoya) | Open: self-serve docs and keys | OAuth 2.0 (authorization code) | Yes, self-serve | Published | 2026-10-17 | | [ByAllAccounts](https://wealthtech.dev/products/byallaccounts) | Partner-gated | Partner credentials | Yes, on request | Published | 2026-10-17 | | [Envestnet Wealth Data Platform](https://wealthtech.dev/products/envestnet-wealth-data-platform) | Not found | Not found | Not found | Not found | 2026-10-17 | | [Envestnet Yodlee](https://wealthtech.dev/products/yodlee) | Not found | API key | Not found | Published | 2026-10-17 | | [Mastercard Open Finance US (Finicity)](https://wealthtech.dev/products/finicity) | Open: self-serve docs and keys | Partner credentials | Yes, self-serve | Published | 2026-10-17 | | [Plaid Investments](https://wealthtech.dev/products/plaid-investments) | Open: self-serve docs and keys | API key | Yes, self-serve | Published | 2026-10-17 | --- Source: https://wealthtech.dev/categories/aggregation · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Market and reference data providers: API access, sandboxes and MCP servers Market, fund and reference data APIs. Of 2 products here: 1 docs open, keys gated, 1 unreadable. | Product | API access | Auth | Sandbox | OpenAPI | Checked | |---|---|---|---|---|---| | [Morningstar Direct Web Services](https://wealthtech.dev/products/morningstar) | Open docs, keys by approval | Not found | Not found | Not found | 2026-10-17 | | [YCharts](https://wealthtech.dev/products/ycharts) | Couldn't read automatically | Not found | Not found | Not found | 2026-10-17 | --- Source: https://wealthtech.dev/categories/market-data · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # MCP servers and AI connectors for wealth technology 11 servers and connectors from wealth-technology vendors, with endpoint, auth, read or write scope, who turns it on and price, each sourced and dated. | Server | Products | Kind | Status | Endpoint | Auth | Checked | |---|---|---|---|---|---|---| | [Addepar MCP](https://wealthtech.dev/mcp/addepar-mcp) | Addepar | Remote MCP server | Live | https://mcp.addepar.com/ | Authenticate with your Addepar account; no API keys | 2026-10-17 | | [Black Diamond connector (MCP)](https://wealthtech.dev/mcp/black-diamond-mcp) | Black Diamond | Remote MCP server | Live | https://bd3.bdreporting.com/mcp | Sign-in required (method not stated) | 2026-10-17 | | [Conquest MCP Server](https://wealthtech.dev/mcp/conquest-mcp) | Conquest Planning | Remote MCP server | Announced | Not found | Authenticated connection that a firm opts into; access granted at firm level or limited to specific users | 2026-10-17 | | [Envestnet connector (Tamarac and MoneyGuide)](https://wealthtech.dev/mcp/envestnet-connector) | MoneyGuide, Envestnet Tamarac | Vendor AI connector (not MCP) | Announced | Not found | Not found | 2026-10-17 | | [Mastercard Developers Agent Toolkit (MCP)](https://wealthtech.dev/mcp/finicity-agent-toolkit) | Mastercard Open Finance US (Finicity) | Developer-tooling MCP server | Live | https://developer.mcp.mastercard.com | Not found | 2026-10-17 | | [Milemarker MCP Server](https://wealthtech.dev/mcp/milemarker-mcp) | Milemarker | Remote MCP server | Live | https://mcp.milemarker.co/mcp | Bearer token; tenant-scoped API key | 2026-10-17 | | [Morningstar MCP Server](https://wealthtech.dev/mcp/morningstar-mcp) | Morningstar Direct Web Services | Remote MCP server | Live | https://mcp.morningstar.com/mcp | Bearer token from Morningstar's Authentication API for programmatic clients; users sign in with Morningstar credentials in apps | 2026-10-17 | | [Orion Connector for Claude (Denali Gateway MCP)](https://wealthtech.dev/mcp/orion-denali) | Orion, Redtail CRM | Remote MCP server | Live | https://gateway.oriondenali.ai/mcp | Sign-in required; operates under each user's existing Orion Connect and Redtail permissions | 2026-10-17 | | [Plaid Dashboard MCP server](https://wealthtech.dev/mcp/plaid-dashboard-mcp) | Plaid Investments | Developer-tooling MCP server | Live | https://api.dashboard.plaid.com/mcp/ | OAuth token with the mcp:dashboard scope via the client_credentials grant; sent as a bearer token | 2026-10-17 | | [Schwab connector for Claude](https://wealthtech.dev/mcp/schwab-connector) | Schwab Advisor Services | Vendor AI connector (not MCP) | Announced | Not found | Authenticated connection to Schwab Advisor Center | 2026-10-17 | | [Wealthbox connector (MCP)](https://wealthtech.dev/mcp/wealthbox-mcp) | Wealthbox | Remote MCP server | Live | https://mcp.crmworkspace.com/mcp | Sign-in required (method not stated) | 2026-10-17 | --- Source: https://wealthtech.dev/mcp · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Addepar MCP: tools, setup, cost > 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. - Kind: Remote MCP server - Status: Live - First seen: Aug 2026 - Products: [Addepar](https://wealthtech.dev/products/addepar) - Id: `addepar-mcp` · JSON: https://wealthtech.dev/mcp/addepar-mcp.json ## Facts | Field | Value | Source and quote | Checked | |---|---|---|---| | Endpoint | https://mcp.addepar.com/ | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/addepar) "https://mcp.addepar.com/" | 2026-10-17 | | Transport | Not found | Not found. The listing does not state the transport; no Addepar page read does. The listing does not state the transport; no Addepar page read does. | 2026-10-17 | | Tool count | 15 | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/addepar) "search_transaction_query_attributes" | 2026-10-17 | | Read or write | Not found | Not found. The listing shows only get_* and search_* tools but does not state a scope label, so no scope value is recorded. The listing shows only get_* and search_* tools but does not state a scope label, so no scope value is recorded. | 2026-10-17 | | Authentication | Authenticate with your Addepar account; no API keys | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/addepar) "Simply authenticate with your Addepar account. No API keys or manual configuration required." | 2026-10-17 | | Who turns it on | Not found | Not found. The listing does not say who enables the connector or where. The listing does not say who enables the connector or where. | 2026-10-17 | | Price | Not found | Not found. No price appears on the listing. No price appears on the listing. | 2026-10-17 | ## Tools | Tool | Read or write | What it does | |---|---|---| | `get_all_entities` | read | Lists entities. | | `get_current_user` | read | Returns the signed-in user. | | `get_exposure` | read | Returns exposure data. | | `get_ownership_graph` | read | Returns the ownership structure linking entities. | | `get_performance_attribution` | read | Returns performance attribution. | | `get_portfolio_attribute_metadata` | read | Returns metadata about portfolio attributes. | | `get_portfolio_data` | read | Returns portfolio data. | | `get_private_fund_cash_movements` | read | Returns private fund cash movements. | | `get_transaction_attribute_metadata` | read | Returns metadata about transaction attributes. | | `get_transactions` | read | Returns transactions. | | `get_upcoming_private_fund_capital_activity` | read | Returns upcoming private fund capital activity. | | `search_addepar_product_docs` | read | Searches Addepar product documentation. | | `search_entities` | read | Searches entities. | | `search_portfolio_query_attributes` | read | Searches portfolio query attributes. | | `search_transaction_query_attributes` | read | Searches transaction query attributes. | ## Listings - https://claude.com/marketplace/connectors/addepar: claude.com Connectors (checked 2026-10-17) "Bring Addepar portfolio intelligence into Claude" This page describes security facts (auth, read or write scope, who turns it on). It doesn't endorse the server. --- Source: https://wealthtech.dev/mcp/addepar-mcp · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Black Diamond connector (MCP): tools, setup, cost > 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. - Kind: Remote MCP server - Status: Live - First seen: Sep 2026 - Products: [Black Diamond](https://wealthtech.dev/products/black-diamond) - Id: `black-diamond-mcp` · JSON: https://wealthtech.dev/mcp/black-diamond-mcp.json ## Facts | Field | Value | Source and quote | Checked | |---|---|---|---| | Endpoint | https://bd3.bdreporting.com/mcp | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/black-diamond) "https://bd3.bdreporting.com/mcp" | 2026-10-17 | | Transport | Not found | Not found. Not stated on the listing. Not stated on the listing. | 2026-10-17 | | Tool count | 6 | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/black-diamond) "blackdiamond_search_tools" | 2026-10-17 | | Read or write | read-write | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/black-diamond) "launch rebalance sessions" | 2026-10-17 | | Authentication | Sign-in required (method not stated) | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/black-diamond) "Sign-in Required" | 2026-10-17 | | Who turns it on | Not found | Not found. Not stated on the listing. Not stated on the listing. | 2026-10-17 | | Price | Not found | Not found. No price appears on the listing. No price appears on the listing. | 2026-10-17 | ## Tools | Tool | Read or write | What it does | |---|---|---| | `blackdiamond_ask_data_warehouse` | unknown | Asks a question of Black Diamond's data warehouse. | | `blackdiamond_get_navigation_links` | read | Returns links to screens in Black Diamond. | | `blackdiamond_get_user_context` | read | Returns context about the signed-in user. | | `blackdiamond_invoke_tool` | unknown | Runs another Black Diamond tool by name. | | `blackdiamond_search_help_documentation` | read | Searches Black Diamond help documentation. | | `blackdiamond_search_tools` | read | Searches the available Black Diamond tools. | ## Listings - https://claude.com/marketplace/connectors/black-diamond: claude.com Connectors (checked 2026-10-17) "Client, portfolio, and performance data for advisors" This page describes security facts (auth, read or write scope, who turns it on). It doesn't endorse the server. --- Source: https://wealthtech.dev/mcp/black-diamond-mcp · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Conquest MCP Server: tools, setup, cost > 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. - Kind: Remote MCP server - Status: Announced - First seen: Oct 2026 - Products: [Conquest Planning](https://wealthtech.dev/products/conquest-planning) - Id: `conquest-mcp` · JSON: https://wealthtech.dev/mcp/conquest-mcp.json ## Facts | Field | Value | Source and quote | Checked | |---|---|---|---| | Endpoint | Not found | Not found. 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. 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. | 2026-10-17 | | Transport | Not found | Not found. Not stated on the Conquest page. Not stated on the Conquest page. | 2026-10-17 | | Tool count | Not found | Not found. No tool list is published on the page. No tool list is published on the page. | 2026-10-17 | | Read or write | read-write | Checked on the source's own page. [conquestplanning.com](https://conquestplanning.com/solutions/mcp) "manage strategies on a plan, including reviewing, applying, modifying and removing them through a connected AI tool" | 2026-10-17 | | Authentication | Authenticated connection that a firm opts into; access granted at firm level or limited to specific users | Checked on the source's own page. [conquestplanning.com](https://conquestplanning.com/solutions/mcp) "every connection is authenticated before any plan data is shared" | 2026-10-17 | | Who turns it on | Configured for eligible firms through a setup and agreement with the Conquest team | Checked on the source's own page. [conquestplanning.com](https://conquestplanning.com/solutions/mcp) "turning it on involves a short setup and agreement with your Conquest team" | 2026-10-17 | | Price | Not found | Not found. No price appears on the page. No price appears on the page. | 2026-10-17 | ## Listings - https://conquestplanning.com/solutions/mcp: Conquest MCP page (checked 2026-10-17) "The MCP Server is available to configure for eligible firms." This page describes security facts (auth, read or write scope, who turns it on). It doesn't endorse the server. --- Source: https://wealthtech.dev/mcp/conquest-mcp · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Envestnet connector (Tamarac and MoneyGuide): tools, setup, cost > 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. - Kind: Vendor AI connector (not MCP) - Status: Announced - First seen: Sep 2026 - Products: [MoneyGuide](https://wealthtech.dev/products/moneyguide), [Envestnet Tamarac](https://wealthtech.dev/products/envestnet-tamarac) - Id: `envestnet-connector` · JSON: https://wealthtech.dev/mcp/envestnet-connector.json ## Facts | Field | Value | Source and quote | Checked | |---|---|---|---| | Endpoint | Not found | Not found. 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. 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. | 2026-10-17 | | Transport | Not found | Not found. Not stated on any page read. Not stated on any page read. | 2026-10-17 | | Tool count | Not found | Not found. No listing with a tool list was found. No listing with a tool list was found. | 2026-10-17 | | Read or write | Not found | Not found. Anthropic's post describes summarizing Tamarac accounts and households and a MoneyGuide plan snapshot; no scope label is stated. Anthropic's post describes summarizing Tamarac accounts and households and a MoneyGuide plan snapshot; no scope label is stated. | 2026-10-17 | | Authentication | Not found | Not found. Not stated on any page read. Not stated on any page read. | 2026-10-17 | | Who turns it on | Chosen by the advisor during the Claude for Financial Advisors plugin's guided setup | From a third-party page. [claude.com](https://claude.com/resources/articles/claude-for-financial-advisors) "advisors choose which of these to connect during guided setup" | 2026-10-17 | | Price | Not found | Not found. Not stated on any page read. Not stated on any page read. | 2026-10-17 | ## Listings - https://claude.com/resources/articles/claude-for-financial-advisors: Anthropic announcement (checked 2026-10-17) "Envestnet lets advisors summarize Tamarac accounts and households in natural language, with a financial plan snapshot from MoneyGuide." This page describes security facts (auth, read or write scope, who turns it on). It doesn't endorse the server. --- Source: https://wealthtech.dev/mcp/envestnet-connector · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Mastercard Developers Agent Toolkit (MCP): tools, setup, cost > 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. - Kind: Developer-tooling MCP server - Status: Live - First seen: Mar 2026 - Products: [Mastercard Open Finance US (Finicity)](https://wealthtech.dev/products/finicity) - Id: `finicity-agent-toolkit` · JSON: https://wealthtech.dev/mcp/finicity-agent-toolkit.json ## Facts | Field | Value | Source and quote | Checked | |---|---|---|---| | Endpoint | https://developer.mcp.mastercard.com | Checked on the source's own page. [developer.mastercard.com](https://developer.mastercard.com/platform/documentation/agent-toolkit/) "claude mcp add --transport http mastercard-developers https://developer.mcp.mastercard.com" | 2026-10-17 | | Transport | http | Checked on the source's own page. [developer.mastercard.com](https://developer.mastercard.com/platform/documentation/agent-toolkit/) "claude mcp add --transport http mastercard-developers" | 2026-10-17 | | Tool count | Not found | Not found. 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. 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. | 2026-10-17 | | Read or write | documentation-and-specs | Checked on the source's own page. [developer.mastercard.com](https://developer.mastercard.com/platform/documentation/agent-toolkit/) "exposes product docs, API specs, and guides on Mastercard Developers as structured tools" | 2026-10-17 | | Authentication | Not found | Not found. The install commands on the pages read show no credentials, but no page states an authentication requirement either way. The install commands on the pages read show no credentials, but no page states an authentication requirement either way. | 2026-10-17 | | Who turns it on | Self-serve: add the server URL in an MCP client, or run the npm package locally | Checked on the source's own page. [developer.mastercard.com](https://developer.mastercard.com/platform/documentation/agent-toolkit/) "Remote (recommended): The remote option is easier to set up, requires minimal configuration" | 2026-10-17 | | Price | Free | Checked on the source's own page. [developer.mastercard.com](https://developer.mastercard.com/platform/documentation/agent-toolkit/install-mcp-sdk/) "The MCP toolkit is completely free to use." | 2026-10-17 | ## Listings - https://developer.mastercard.com/open-finance-us/documentation/: Mastercard Open Finance US documentation (checked 2026-10-17) "Mastercard Developers Agent Toolkit (MCP server & SDK)" - https://registry.modelcontextprotocol.io/v0/servers?search=mastercard&limit=10: Official MCP registry (checked 2026-10-17) ""publishedAt":"2026-03-25" This page describes security facts (auth, read or write scope, who turns it on). It doesn't endorse the server. --- Source: https://wealthtech.dev/mcp/finicity-agent-toolkit · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Milemarker MCP Server: tools, setup, cost > 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. - Kind: Remote MCP server - Status: Live - First seen: Aug 2026 - Products: [Milemarker](https://wealthtech.dev/products/milemarker) - Id: `milemarker-mcp` · JSON: https://wealthtech.dev/mcp/milemarker-mcp.json ## Facts | Field | Value | Source and quote | Checked | |---|---|---|---| | Endpoint | https://mcp.milemarker.co/mcp | From a third-party page. [registry.modelcontextprotocol.io](https://registry.modelcontextprotocol.io/v0/servers?search=milemarker&limit=10) "https://mcp.milemarker.co/mcp" | 2026-10-17 | | Transport | streamable-http | From a third-party page. [registry.modelcontextprotocol.io](https://registry.modelcontextprotocol.io/v0/servers?search=milemarker&limit=10) ""type":"streamable-http"" | 2026-10-17 | | Tool count | Not found | Not found. No tool list or count appears on the registry entry or the Milemarker MCP page. No tool list or count appears on the registry entry or the Milemarker MCP page. | 2026-10-17 | | Read or write | Query data, deploy dashboards, build workflows, manage users | Checked on the source's own page. [www.milemarker.co](https://www.milemarker.co/data-engine/mcp) "Query data, deploy dashboards, build workflows, manage users, build unique solutions and run projects in plain conversation." | 2026-10-17 | | Authentication | Bearer token; tenant-scoped API key | From a third-party page. [registry.modelcontextprotocol.io](https://registry.modelcontextprotocol.io/v0/servers?search=milemarker&limit=10) "Bearer token. Tenant-scoped API key" | 2026-10-17 | | Who turns it on | Access is requested from Milemarker | Checked on the source's own page. [www.milemarker.co](https://www.milemarker.co/data-engine/mcp) "Request Access" | 2026-10-17 | | Price | Not found | Not found. No price appears on the Milemarker MCP page. No price appears on the Milemarker MCP page. | 2026-10-17 | ## Listings - https://registry.modelcontextprotocol.io/v0/servers?search=milemarker&limit=10: Official MCP registry (checked 2026-10-17) "AI-native interface to Milemarker: query AUM & positions, manage advisors, run platform workflows." - https://www.milemarker.co/data-engine/mcp: Milemarker MCP page (checked 2026-10-17) "Connect your AI assistant — Claude, ChatGPT, Codex, or Gemini — directly to your Milemarker platform." This page describes security facts (auth, read or write scope, who turns it on). It doesn't endorse the server. --- Source: https://wealthtech.dev/mcp/milemarker-mcp · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Morningstar MCP Server: tools, setup, cost > 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. - Kind: Remote MCP server - Status: Live - First seen: Nov 2025 - Products: [Morningstar Direct Web Services](https://wealthtech.dev/products/morningstar) - Id: `morningstar-mcp` · JSON: https://wealthtech.dev/mcp/morningstar-mcp.json ## Facts | Field | Value | Source and quote | Checked | |---|---|---|---| | Endpoint | https://mcp.morningstar.com/mcp | Checked on the source's own page. [developer.morningstar.com](https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md) "MCP endpoint: https://mcp.morningstar.com/mcp" | 2026-10-17 | | Transport | streamable-http | Checked on the source's own page. [developer.morningstar.com](https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md) "using any standard MCP client over Streamable HTTP" | 2026-10-17 | | Tool count | 7 | Checked on the source's own page. [developer.morningstar.com](https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md) "The Morningstar MCP Server currently exposes the following tools:" | 2026-10-17 | | Read or write | Not found | Not found. Morningstar's page describes the tools as returning research, data, holdings and screens but does not state a scope label. Morningstar's page describes the tools as returning research, data, holdings and screens but does not state a scope label. | 2026-10-17 | | Authentication | Bearer token from Morningstar's Authentication API for programmatic clients; users sign in with Morningstar credentials in apps | Checked on the source's own page. [developer.morningstar.com](https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md) "Bearer " | 2026-10-17 | | Who turns it on | Requires a licensed Morningstar account; a Claude for Enterprise administrator can add it as a custom connector | Checked on the source's own page. [developer.morningstar.com](https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md) "A licensed Morningstar account is required to connect and use the server." | 2026-10-17 | | Price | Not found | Not found. Morningstar's page says to contact an account representative about licensing and gives no price. Morningstar's page says to contact an account representative about licensing and gives no price. | 2026-10-17 | ## Tools | Tool | Read or write | What it does | |---|---|---| | `morningstar-analyst-research-tool` | read | Returns relevant portions of Morningstar analyst and quantitative investment reports. | | `morningstar-articles-tool` | read | Returns relevant portions of articles, news and commentary from Morningstar products. | | `morningstar-data-tool` | read | Retrieves Morningstar data for global mutual funds, ETFs and stocks. | | `morningstar-fund-holdings-tool` | read | Retrieves top holdings for a list of mutual funds or ETFs. | | `morningstar-id-lookup-tool` | read | Identifies the investments and data points a question refers to, for hand-off to other tools. | | `morningstar-portfolio-analysis-tool` | read | Analyzes a portfolio or fund with the X-Ray method: allocation, sector, region, style, risk and return. | | `morningstar-screener-tool` | read | Returns investments that match given criteria. | ## Listings - https://claude.com/marketplace/connectors/morningstar: claude.com Connectors (checked 2026-10-17) "Up-to-date investment and market insights" This page describes security facts (auth, read or write scope, who turns it on). It doesn't endorse the server. --- Source: https://wealthtech.dev/mcp/morningstar-mcp · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Orion Connector for Claude (Denali Gateway MCP): tools, setup, cost > 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. - Kind: Remote MCP server - Status: Live - First seen: Aug 2026 - Products: [Orion](https://wealthtech.dev/products/orion), [Redtail CRM](https://wealthtech.dev/products/redtail) - Id: `orion-denali` · JSON: https://wealthtech.dev/mcp/orion-denali.json ## Facts | Field | Value | Source and quote | Checked | |---|---|---|---| | Endpoint | https://gateway.oriondenali.ai/mcp | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/orion-advisor-solutions) "https://gateway.oriondenali.ai/mcp" | 2026-10-17 | | Transport | Not found | Not found. Neither the listing nor Orion's connector page states the transport. Neither the listing nor Orion's connector page states the transport. | 2026-10-17 | | Tool count | 19 | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/orion-advisor-solutions) "redtail_search_opportunities" | 2026-10-17 | | Read or write | read-write | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/orion-advisor-solutions) "redtail_add_activity" | 2026-10-17 | | Authentication | Sign-in required; operates under each user's existing Orion Connect and Redtail permissions | Checked on the source's own page. [www.orion.com](https://www.orion.com/advisor-tech/orion-connector-for-claude) "The connector operates using each user's existing Orion Connect and Redtail permissions and does not create additional access to data." | 2026-10-17 | | Who turns it on | Not enabled by default; a firm's designated technical administrator enables it in the Orion Denali Gateway Portal | Checked on the source's own page. [www.orion.com](https://www.orion.com/advisor-tech/orion-connector-for-claude) "Access requires a deliberate action by a firm's designated technical administrator through the Orion Denali Gateway Portal." | 2026-10-17 | | Price | Not found | Not found. 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. 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. | 2026-10-17 | ## Tools | Tool | Read or write | What it does | |---|---|---| | `orion_connect_generate_report_rb3` | unknown | Generates a report in Orion Connect. | | `orion_connect_get_current_value` | read | Gets the current value of an account or household. | | `orion_connect_get_household_address` | read | Gets a household's address. | | `orion_connect_get_report_parameters` | read | Gets the parameters a report accepts. | | `orion_connect_list_household_accounts` | read | Lists the accounts in a household. | | `orion_connect_list_reports` | read | Lists available reports. | | `orion_connect_lookup_account_owner` | read | Looks up who owns an account. | | `orion_connect_search_accounts` | read | Searches accounts. | | `orion_connect_search_households` | read | Searches households. | | `redtail_add_activity` | write | Adds an activity in Redtail. | | `redtail_add_opportunity` | write | Adds an opportunity in Redtail. | | `redtail_create_note` | write | Creates a note in Redtail. | | `redtail_get_activity` | read | Gets an activity. | | `redtail_get_contact` | read | Gets a contact. | | `redtail_list_activity_reference_data` | read | Lists activity reference values. | | `redtail_list_opportunity_reference_data` | read | Lists opportunity reference values. | | `redtail_search_activities` | read | Searches activities. | | `redtail_search_contacts` | read | Searches contacts. | | `redtail_search_opportunities` | read | Searches opportunities. | ## Listings - https://claude.com/marketplace/connectors/orion-advisor-solutions: claude.com Connectors (checked 2026-10-17) "Bring Orion Connect portfolio data and Redtail CRM together in Claude" - https://www.orion.com/advisor-tech/orion-connector-for-claude: Orion connector page (checked 2026-10-17) "Available in Anthropic's Claude connector directory now." This page describes security facts (auth, read or write scope, who turns it on). It doesn't endorse the server. --- Source: https://wealthtech.dev/mcp/orion-denali · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Plaid Dashboard MCP server: tools, setup, cost > 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. - Kind: Developer-tooling MCP server - Status: Live - First seen: Nov 2025 - Products: [Plaid Investments](https://wealthtech.dev/products/plaid-investments) - Id: `plaid-dashboard-mcp` · JSON: https://wealthtech.dev/mcp/plaid-dashboard-mcp.json ## Facts | Field | Value | Source and quote | Checked | |---|---|---|---| | Endpoint | https://api.dashboard.plaid.com/mcp/ | Checked on the source's own page. [plaid.com](https://plaid.com/docs/resources/mcp/) "The Dashboard MCP server is available at https://api.dashboard.plaid.com/mcp/ and uses the Streamable HTTP protocol." | 2026-10-17 | | Transport | streamable-http | Checked on the source's own page. [plaid.com](https://plaid.com/docs/resources/mcp/) "uses the Streamable HTTP protocol" | 2026-10-17 | | Tool count | 5 | Checked on the source's own page. [plaid.com](https://plaid.com/docs/resources/mcp/) "The Dashboard MCP server currently supports the following tools:" | 2026-10-17 | | Read or write | diagnostics-only | Checked on the source's own page. [plaid.com](https://plaid.com/docs/resources/mcp/) "It provides Production diagnostics and analytics tools, including tools for debugging Items, reviewing Link conversion data, and checking usage metrics." | 2026-10-17 | | Authentication | OAuth token with the mcp:dashboard scope via the client_credentials grant; sent as a bearer token | Checked on the source's own page. [plaid.com](https://plaid.com/docs/resources/mcp/) "create an OAuth token with the mcp:dashboard scope and the client_credentials grant type" | 2026-10-17 | | Who turns it on | Production access with at least one Plaid product is required; Production data only | Checked on the source's own page. [plaid.com](https://plaid.com/docs/resources/mcp/) "Your team must be approved for Production access with at least one Plaid product to use the MCP server." | 2026-10-17 | | Price | Not found | Not found. No price for the MCP server appears on Plaid's docs page or the listing. No price for the MCP server appears on Plaid's docs page or the listing. | 2026-10-17 | ## Tools | Tool | Read or write | What it does | |---|---|---| | `plaid_debug_item` | read | Diagnoses a Plaid Item using related metadata. | | `plaid_get_link_analytics` | read | Returns Link funnel, conversion and error metrics. | | `plaid_get_tools_introduction` | read | Returns usage guidance for the Dashboard MCP tools. | | `plaid_get_usages` | read | Returns product usage metrics and API request volumes. | | `plaid_list_teams` | read | Lists teams available to the OAuth token. | ## Listings - https://claude.com/marketplace/connectors/plaid: claude.com Connectors (checked 2026-10-17) "Monitor, debug, and optimize your Plaid integration" This page describes security facts (auth, read or write scope, who turns it on). It doesn't endorse the server. --- Source: https://wealthtech.dev/mcp/plaid-dashboard-mcp · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Schwab connector for Claude: tools, setup, cost > 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. - Kind: Vendor AI connector (not MCP) - Status: Announced - First seen: Sep 2026 - Products: [Schwab Advisor Services](https://wealthtech.dev/products/schwab-advisor-services) - Id: `schwab-connector` · JSON: https://wealthtech.dev/mcp/schwab-connector.json ## Facts | Field | Value | Source and quote | Checked | |---|---|---|---| | Endpoint | Not found | Not found. 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. 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. | 2026-10-17 | | Transport | Not found | Not found. Not stated on any page read. Not stated on any page read. | 2026-10-17 | | Tool count | Not found | Not found. No tool list found. No tool list found. | 2026-10-17 | | Read or write | Account data: balances, positions, transactions, cost basis, alerts, money-movement status | From a third-party page. [claude.com](https://claude.com/resources/articles/claude-for-financial-advisors) "Charles Schwab connects Claude to Schwab Advisor Services custodial data, including balances, positions, transactions, cost basis, alerts, and money-movement status" | 2026-10-17 | | Authentication | Authenticated connection to Schwab Advisor Center | Checked on the source's own page. [pressroom.aboutschwab.com](https://pressroom.aboutschwab.com/press-releases/press-release/2026/Charles-Schwab-and-Anthropic-to-Bring-Claude-to-Independent-Registered-Investment-Advisors/default.aspx) "RIAs will access Schwab Advisor Center® (SAC.com) from Claude through an authenticated connection" | 2026-10-17 | | Who turns it on | Chosen by the advisor during the Claude for Financial Advisors plugin's guided setup | From a third-party page. [claude.com](https://claude.com/resources/articles/claude-for-financial-advisors) "advisors choose which of these to connect during guided setup" | 2026-10-17 | | Price | Not found | Not found. Not stated on any page read. Not stated on any page read. | 2026-10-17 | ## Listings - https://pressroom.aboutschwab.com/press-releases/press-release/2026/Charles-Schwab-and-Anthropic-to-Bring-Claude-to-Independent-Registered-Investment-Advisors/default.aspx: Schwab press release, 2026-09-14 (checked 2026-10-17) "Schwab Advisor Services™ is the first RIA custodian included in Anthropic's new Claude for Financial Advisors" - https://claude.com/resources/articles/claude-for-financial-advisors: Anthropic announcement (checked 2026-10-17) "Charles Schwab connects Claude to Schwab Advisor Services custodial data" This page describes security facts (auth, read or write scope, who turns it on). It doesn't endorse the server. --- Source: https://wealthtech.dev/mcp/schwab-connector · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Wealthbox connector (MCP): tools, setup, cost > 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. - Kind: Remote MCP server - Status: Live - First seen: Aug 2026 - Products: [Wealthbox](https://wealthtech.dev/products/wealthbox) - Id: `wealthbox-mcp` · JSON: https://wealthtech.dev/mcp/wealthbox-mcp.json ## Facts | Field | Value | Source and quote | Checked | |---|---|---|---| | Endpoint | https://mcp.crmworkspace.com/mcp | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/wealthbox) "https://mcp.crmworkspace.com/mcp" | 2026-10-17 | | Transport | Not found | Not found. The listing and the Wealthbox pages read (wealthbox.com AI assistant page, dev.wealthbox.com) do not state the transport. The listing and the Wealthbox pages read (wealthbox.com AI assistant page, dev.wealthbox.com) do not state the transport. | 2026-10-17 | | Tool count | 67 | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/wealthbox) "Show all 67 tools" | 2026-10-17 | | Read or write | read-write | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/wealthbox) "Search and update contacts, review and add notes, and track opportunities across your pipeline." | 2026-10-17 | | Authentication | Sign-in required (method not stated) | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/wealthbox) "Sign-in Required" | 2026-10-17 | | Who turns it on | Not found | Not found. Who enables it in a Wealthbox workspace is not stated on the listing or on the Wealthbox AI assistant page. Who enables it in a Wealthbox workspace is not stated on the listing or on the Wealthbox AI assistant page. | 2026-10-17 | | Price | Not found | Not found. No price for the connector appears on the listing or on the Wealthbox AI assistant page. No price for the connector appears on the listing or on the Wealthbox AI assistant page. | 2026-10-17 | ## Tools | Tool | Read or write | What it does | |---|---|---| | `AddRelatedContact` | write | Links two contacts as related. | | `AddTag` | write | Adds a tag to a record. | | `CreateComment` | write | Adds a comment to a record. | | `CreateContact` | write | Creates a contact. | | `CreateCustomObject` | write | Creates a custom object record. | | `CreateEvent` | write | Creates a calendar event. | | `CreateNote` | write | Creates a note. | | `CreateOpportunity` | write | Creates an opportunity. | | `CreateProject` | write | Creates a project. | | `CreateTag` | write | Creates a tag. | | `CreateTask` | write | Creates a task. | | `CreateWorkflow` | write | Creates a workflow from a template. | | `GetContact` | read | Fetches a contact. | | `GetCustomFieldValue` | read | Fetches a custom field value. | | `GetCustomObject` | read | Fetches a custom object record. | | `GetCustomObjectType` | read | Fetches a custom object type definition. | | `GetEvent` | read | Fetches a calendar event. | | `GetMeeting` | read | Fetches a meeting. | | `GetNote` | read | Fetches a note. | | `GetOpportunity` | read | Fetches an opportunity. | | `GetOpportunityPipeline` | read | Fetches an opportunity pipeline. | | `GetOpportunityStage` | read | Fetches an opportunity stage. | | `GetProject` | read | Fetches a project. | | `GetRepeatingTask` | read | Fetches a repeating task. | ## Listings - https://claude.com/marketplace/connectors/wealthbox: claude.com Connectors (checked 2026-10-17) "Search, update, and manage Wealthbox data from inside Claude" This page describes security facts (auth, read or write scope, who turns it on). It doesn't endorse the server. --- Source: https://wealthtech.dev/mcp/wealthbox-mcp · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Changelog: what changed in the data ## 2026-10-17: wealthtech.dev goes live - First publication: 44 wealth technology products across 10 categories, each fact quoted from a public page and dated. - API access at launch: 10 open, 8 with open docs and keys by approval, 12 partner-gated, 10 with no public API found, 4 that blocked automated reading. - 11 MCP servers and AI connectors: 8 live, 3 announced. - Column dictionary for all 448 columns of the SEC's monthly investment adviser file, mapped to Form ADV Part 1A. - Every page available as Markdown and JSON, a read-only JSON API with an OpenAPI 3.1 spec, and llms.txt. --- Source: https://wealthtech.dev/changelog · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it. --- # Guides - [Form ADV for data users: what each item means](https://wealthtech.dev/data/form-adv): What each Form ADV item means, which SEC monthly file columns it becomes, how values are formatted, and the traps to avoid when you join and clean the data. - [Getting API access to advisor CRMs](https://wealthtech.dev/guides/getting-api-access-advisor-crms): How developers get API keys, sandboxes and limits for nine advisor CRMs, which ones need approval or a partner agreement, and what to do when there is no public API. - [MCP servers in advisor technology](https://wealthtech.dev/guides/mcp-for-advisor-tech): Eleven MCP servers and connectors on record in wealth technology: which are live or announced, what each can read and write, who enables it, and what to check first. - [Connecting Claude to advisor tools](https://wealthtech.dev/guides/connect-claude-to-advisor-tools): Which advisor products on record have a Claude connector or MCP server, who enables each, what each needs, and which have no public endpoint. --- # Regulatory adviser data for developers Public data about investment advisers, from the SEC and FINRA. We publish firm-level fields only, never individual records. ## Form ADV (SEC) The registration form investment advisers file with the SEC or the states, and that exempt reporting advisers file in part. Part 1A is structured answers; those answers become data. Source: https://www.sec.gov/files/formadv-part1a_1.pdf Our reference: https://wealthtech.dev/data/form-adv ## SEC monthly investment adviser data file (SEC) A file of Form ADV Part 1A answers, one row per firm, for SEC-registered and exempt reporting advisers. Source: https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers Our reference: https://wealthtech.dev/data/form-adv/columns ## IAPD (Investment Adviser Public Disclosure) (SEC) The public search site for adviser firms and representatives, with downloadable compilation feeds. Source: https://adviserinfo.sec.gov/ Our reference: https://wealthtech.dev/products/sec-form-adv-data ## EDGAR (SEC) The SEC's filings database, with free JSON APIs that need no key. Source: https://www.sec.gov/edgar/search/ Our reference: https://wealthtech.dev/products/sec-edgar ## FINRA API platform (FINRA) FINRA's developer platform for some FINRA datasets, with a free Public credential. Source: https://developer.finra.org/ Our reference: https://wealthtech.dev/products/finra-api --- # For agents and developers Every page on wealthtech.dev has a Markdown twin and a JSON twin with the same facts, sources and dates. - Markdown: Append .md to any page path (the home page is /index.md) - JSON: Append .json to any page path (the home page is /index.json) - JSON API: https://wealthtech.dev/api/v1 (OpenAPI 3.1 at https://wealthtech.dev/api/v1/openapi.json; no key; CORS open) - llms.txt: https://wealthtech.dev/llms.txt, https://wealthtech.dev/llms-full.txt - Schemas: https://wealthtech.dev/schema/product.schema.json, https://wealthtech.dev/schema/mcp.schema.json, https://wealthtech.dev/schema/fact.schema.json, https://wealthtech.dev/schema/release.schema.json - Feeds: https://wealthtech.dev/feeds/changelog.xml, https://wealthtech.dev/feeds/changelog.atom, https://wealthtech.dev/feeds/changelog.json - MCP server: https://mcp.wealthtech.dev/mcp (Streamable HTTP, no auth, read-only). Tools: search_products, get_product, compare_access, list_mcp_servers, get_mcp_server, get_changes, get_form_adv_column, list_categories. Every tool result carries sources[] with url, checked date and a verbatim quote where one exists. - License: facts CC BY 4.0, attribution "wealthtech.dev". Underlying SEC data is a US government work. Every fact carries `state`, `checked`, `source`, `url` and a verbatim `evidence` quote, so you can cite it and judge how fresh it is. --- # Form ADV for data users > Form ADV is the form investment advisers file with the SEC, and the SEC's monthly adviser file turns its Part 1 answers into one row per firm with 448 columns. This guide walks the items a data user touches, names the columns each one becomes, and lists the formatting traps. Updated: 2026-10-17 ## What Form ADV is Form ADV is the "Uniform Application for Investment Adviser Registration and Report by Exempt Reporting Advisers." A firm files it to register as an investment adviser and must keep it current with periodic amendments. The form warns that false statements or omissions "may result in denial of your application, revocation of your registration, or criminal prosecution." This guide covers Part 1A, the structured part: checkboxes, Yes/No answers, numbers, dates and short text, which is why it becomes data. Some items send the filer to Schedule D for extra detail, and umbrella registrations add a Schedule R per relying adviser. We use only the Part 1A text and the SEC's monthly file, so we say nothing about Part 2. To look up one column, use the [column dictionary](/data/form-adv/columns). For the wider picture, start at the [data hub](/data). ## What the monthly file is The SEC publishes "Investment Adviser Information Reports" as zip files holding a spreadsheet. The SEC says the column headings "refer to specific questions within Form ADV (e.g. 5B(2) refers to Form ADV, Item 5B(2))." Registered advisers and Exempt Reporting Advisers are published as separate files. The file we describe: | Property | Value | |---|---| | File | `ia100226.zip`, containing `ia09012026.csv` | | Rows | 17,210 (one per firm) | | Columns | 448 | | Encoding | cp1252 | | Firm Type | `Registered` on every row | | Date labels | Inner file `ia09012026.csv` (09/01/2026); zip `ia100226.zip` (reads as 10/02/26); the SEC page lists it as "Registered Investment Advisers, October 2026" | Three points from the SEC's data page apply to everything below: - The data is a subset of what firms file with the Investment Adviser Registration Depository (IARD). - "Neither the SEC nor the state securities authorities have approved the information filed on Form ADV, and we can not guarantee its accuracy." - Some country fields are missing from the report. The SEC says IAPD (www.adviserinfo.sec.gov) has the most recent filing, including country. Exempt Reporting Advisers file only Items 1, 2, 3, 6, 7, 10 and 11. The registered-advisers file also carries Items 4, 5, 8, 9 and 12. The SEC page does not say which date the data reflects, so we do not assert one. Not every column is a form answer. 35 of the 448 have no form item: six added by the SEC (SEC Region, Firm Type, SEC Current Status, SEC Status Effective Date, Latest ADV Filing Date, Form Version), 28 Item 5.D columns and the plain `8H`, none of which match a question in the form text. Many others are counts or summaries the SEC derived from Schedule D lists. The dictionary says which is which. ## Item 1: identifying information Item 1 asks who the firm is and how to reach it. | Question | Columns | |---|---| | 1.A legal name | [Legal Name](/data/form-adv/columns?q=Legal%20Name) | | 1.B(1) business name | [Primary Business Name](/data/form-adv/columns?q=Primary%20Business%20Name) | | 1.B(2) umbrella registration | [Umbrella Registration](/data/form-adv/columns?q=Umbrella%20Registration), [Total number of relying advisers](/data/form-adv/columns?q=Total%20number%20of%20relying%20advisers) | | 1.D, 1.E identifiers | [SEC#](/data/form-adv/columns?q=SEC%23), [CIK#](/data/form-adv/columns?q=CIK%23), [Organization CRD#](/data/form-adv/columns?q=Organization%20CRD%23) | | 1.F, 1.G addresses | Main Office and Mail Office columns, including the [private residence flags](/data/form-adv/columns?q=Private%20Residence%20Flag) | | 1.I, 1.L | [1I](/data/form-adv/columns?q=1I), [Website Address](/data/form-adv/columns?q=Website%20Address), [1L](/data/form-adv/columns?q=1L) and the books-and-records location columns | | 1.M to 1.P | [1M](/data/form-adv/columns?q=1M), [1N](/data/form-adv/columns?q=1N), [1O](/data/form-adv/columns?q=1O), [1P](/data/form-adv/columns?q=1P) | Traps: - **Names are not keys.** Primary Business Name and Legal Name are filled on every row, and 17,146 distinct primary names cover 17,210 rows. For the 67 sole proprietorships, Legal Name is a person's name in last, first, middle order. - **Private residences.** When the private-residence flag is Y, the street address, city, state, country and postal code are all blank, so geography is missing for those firms. That is 1,406 rows for the main office (the telephone number is still filled). The mailing flag is filled in 1,616 rows but only 1,443 have a mailing address: the 173 extra are all Y with every address field blank. - **Foreign addresses have no state.** Keep postal codes as text. - **Phone and fax are free text.** The fax box holds N/A, NONE and NA. - **One value of many.** A firm with several CIK numbers, CRD numbers or websites shows only one; an SEC-added count column gives the total. - **1O is the firm's own total assets** from its balance sheet, "rather than the assets you manage on behalf of clients." The band labels differ from the form ("$1 billion - $10 billion" against "$1 billion to less than $10 billion"); treat ranges as half-open. - **1P is the Legal Entity Identifier.** Filers also type N/A or NONE. Check the format before use. ## Item 2: SEC registration Item 2.A asks which basis the firm relies on. The form says to "check at least one of the Items 2.A.(1) through 2.A.(12)," and each box becomes a Y/N column. | Column | Basis, in short | |---|---| | [2A(1)](/data/form-adv/columns?q=2A(1)) | Large firm: regulatory assets under management of $100 million or more (or $90 million if already registered) | | [2A(2)](/data/form-adv/columns?q=2A(2)) | Mid-sized firm: $25 million or more but under $100 million, with state conditions | | [2A(4)](/data/form-adv/columns?q=2A(4)) to [2A(7)](/data/form-adv/columns?q=2A(7)) | Office outside the US; adviser to a registered investment company; adviser to a business development company; pension consultant | | [2A(8)](/data/form-adv/columns?q=2A(8)) to [2A(12)](/data/form-adv/columns?q=2A(12)) | Related adviser, 120-day expected eligibility, multi-state, Internet adviser, SEC order | | [2A(13)](/data/form-adv/columns?q=2A(13)) | No longer eligible to remain registered with the SEC | There is no 2A(3) column because that item is "Reserved." The boxes are not exclusive. 71 rows are Y on 2A(13). Item 2.C becomes [Jurisdiction Notice Filed-Effective Date](/data/form-adv/columns?q=Jurisdiction%20Notice), one cell holding many entries written STATE-MM/DD/YYYY (for example NY-03/30/2012); split it before use. ## Items 3 and 4: organization and succession Item 3 becomes [3A](/data/form-adv/columns?q=3A) (how the firm is organized, with free text in [3A-Other](/data/form-adv/columns?q=3A-Other)), [3B](/data/form-adv/columns?q=3B) (the month the fiscal year ends, always in capitals, such as `DECEMBER`) and [3C-State](/data/form-adv/columns?q=3C-State) and [3C-Country](/data/form-adv/columns?q=3C-Country) (where the firm is organized). For a sole proprietor, 3C is where they live. [4A](/data/form-adv/columns?q=4A) asks whether the firm is succeeding to a registered adviser's business. Only 23 rows are Y. Only those rows have an Acquired Firm name, SEC# or CRD# and a [4B](/data/form-adv/columns?q=4B) date. Total Number of Acquired Firms is filled on every row (0 or 1). ## Item 5: the advisory business Item 5 holds most of the columns data users want. **5.A and 5.B, employees.** [5A](/data/form-adv/columns?q=5A) is approximate employees (excluding clerical). [5B(1)](/data/form-adv/columns?q=5B(1)) to [5B(5)](/data/form-adv/columns?q=5B(5)) count them by function: advisory work, broker-dealer registered representatives, adviser representatives, insurance agents. An employee doing several things is counted in each answer, so do not add them up to 5A. [5B(6)](/data/form-adv/columns?q=5B(6)) counts firms or persons that solicit clients, not employees. **5.C and 5.D, clients.** [5C(1)](/data/form-adv/columns?q=5C(1)) counts clients with no regulatory assets under management; two rows hold the text " 11-25" instead of a number. [5C(2)](/data/form-adv/columns?q=5C(2)) is the percentage of non-US-person clients. Item 5.D has one row per client type, from (a) individuals through (n) other, each with three columns: | Suffix | Meaning | |---|---| | (1) | Number of clients | | (2) | "Fewer than 5 clients" when ticked, blank otherwise | | (3) | Regulatory assets under management, US dollars | See [5D(a)](/data/form-adv/columns?q=5D(a)) for the pattern. Boxes (d), (e) and (f) (investment companies, business development companies, pooled investment vehicles) have no "fewer than 5" option. When the box is ticked, the count may be blank or hold the actual 0 to 4. The form says the 5.D(3) amounts "should equal" the 5.F(2)(c) total; that is not guaranteed. The columns `5D(1)(a)` to `5D(2)(m)-Other` match no question in the form text; only one of 17,210 rows has a value, so ignore them. **5.E, compensation.** The form asks "You are compensated for your investment advisory services by (check all that apply)." Each option is its own raw Y/N column: | Column | Option | |---|---| | [5E(1)](/data/form-adv/columns?q=5E(1)) | A percentage of assets under your management | | [5E(2)](/data/form-adv/columns?q=5E(2)) | Hourly charges | | [5E(3)](/data/form-adv/columns?q=5E(3)) | Subscription fees (for a newsletter or periodical) | | [5E(4)](/data/form-adv/columns?q=5E(4)) | Fixed fees (other than subscription fees) | | [5E(5)](/data/form-adv/columns?q=5E(5)) | Commissions | | [5E(6)](/data/form-adv/columns?q=5E(6)) | Performance-based fees | | [5E(7)](/data/form-adv/columns?q=5E(7)) | Other (specify), text in [5E(7)-Other](/data/form-adv/columns?q=5E(7)-Other) | The boxes can be Y together, and neither the form nor the file combines them into a category. We add no grouping; if you build one, document the rule. **5.F, regulatory assets under management.** [5F(1)](/data/form-adv/columns?q=5F(1)) asks whether the firm provides "continuous and regular supervisory or management services to securities portfolios." Then: | Column | Meaning | |---|---| | [5F(2)(a)](/data/form-adv/columns?q=5F(2)(a)) | Discretionary assets, US dollars | | [5F(2)(b)](/data/form-adv/columns?q=5F(2)(b)) | Non-discretionary assets, US dollars | | [5F(2)(c)](/data/form-adv/columns?q=5F(2)(c)) | Total regulatory assets under management: the headline figure | | [5F(2)(d)](/data/form-adv/columns?q=5F(2)(d)) to [(f)](/data/form-adv/columns?q=5F(2)(f)) | Discretionary, non-discretionary and total accounts | | [5F(3)](/data/form-adv/columns?q=5F(3)) | Portion attributable to non-US persons | 5F(2)(a) to (f) are filled on every row. The 358 firms that answered No to 5F(1) have `.00` in the money columns and `0` in the account counts. 5F(3) is blank in 360 rows, including those 358. The form tells filers to follow Part 1A Instruction 5.b to calculate the figure; that instruction is not in the text we use. **5.G and 5.H, activities.** [5G(1)](/data/form-adv/columns?q=5G(1)) to [5G(12)](/data/form-adv/columns?q=5G(12)) are the "type(s) of advisory services" boxes (financial planning, portfolio management for different client kinds, pension consulting, publications, seminars, other). [5H](/data/form-adv/columns?q=5H) is a band, not a number (0, 1-10, 11-25, 26-50, 51-100, 101-250, 251-500, More than 500), stored with a space at the front. A cell holding a single space means not asked (7,219 rows): 7,216 of them have 5G(1) N, because 5H is asked of firms that provide financial planning, and 3 have 5G(1) Y with no answer. 2,014 firms with 5G(1) N still hold a band. **5.I to 5.L.** [5I(1)](/data/form-adv/columns?q=5I(1)) asks about wrap fee programs, and [5I(2)(a)](/data/form-adv/columns?q=5I(2)(a)) to (c) split dollars by role (sponsor, portfolio manager, both); an amount in (c) must not also be in (a) or (b). 5.J has two questions that refer to Part 2A. [5K(1)](/data/form-adv/columns?q=5K(1)) to [5K(4)](/data/form-adv/columns?q=5K(4)) lead to Schedule D blocks. 5.K.(1) asset mix is filled for every firm with a Y on 5K(1) (12,536 rows), in set (a) at $10 billion or more and set (b) below. 5.K.(2) borrowing and derivatives is for firms with separately managed account assets of at least $500 million: only 1,329 rows have any 5.K.(2) column, and 2,126 of the 3,256 firms with a Y on 5K(2) or 5K(3) have none. The file has no 5.K.(3) custodian columns. Percentages in 5.K.(2) are free entry: 208 filled cells exceed 100, up to 999999.99, so check outliers before averaging. [5L](/data/form-adv/columns?q=5L) covers marketing (performance, testimonials, endorsements, third-party ratings); 5L(2) follows a Y on 5L(1)(c), (d) or (e), but 3,724 of its 8,966 filled rows have no such Y, so filter on the parent first. ## Items 6 and 7: other business, affiliations, private funds [6A(1)](/data/form-adv/columns?q=6A(1)) to [6A(14)](/data/form-adv/columns?q=6A(14)) are "check all that apply" boxes for other roles (broker-dealer, insurance agent, bank, accountant, lawyer and others). [6B(1)](/data/form-adv/columns?q=6B(1)) to [6B(3)](/data/form-adv/columns?q=6B(3)) ask about any other business; 6B(2) is asked only after a Y on 6B(1). Item 7.A concerns "related persons": the firm's advisory affiliates and anyone under common control with it. [7A(1)](/data/form-adv/columns?q=7A(1)) to [7A(16)](/data/form-adv/columns?q=7A(16)) record which kinds the firm has. The file adds columns that are not form answers: Count of IA Affiliates, Count of IA/BD Affiliates, Count of BD Affiliates, Control/Controlled by Related Person, Under Common Control, Share Supervised Persons and Share Location. The SEC gives no definition for them. Our dictionary reads them from their names as summaries of Schedule D 7.A answers and marks that reading unconfirmed. One visible gap: Count of IA Affiliates is 0 for 513 firms that ticked 7A(2); the file does not say why. The form's exemption begins "You do not need to complete Section 7.A. of Schedule D for any related person if", one possible reason. [7B](/data/form-adv/columns?q=7B) asks whether the firm advises a private fund. The detail is derived from Schedule D 7.B: [Count of Private Funds - 7B(1)](/data/form-adv/columns?q=Count%20of%20Private%20Funds%20-%207B(1)), Any/Total pairs by fund type, and Total Gross Assets of Private Funds. Traps: - 242 firms are Y on 7B with a private-fund count of 0. The form allows this when another SEC adviser reports the fund in full; such funds appear in [Count of Private Funds - 7B(2)](/data/form-adv/columns?q=Count%20of%20Private%20Funds%20-%207B(2)). - Total Gross Assets of Private Funds is gross asset value, not regulatory assets under management. Do not add it to 5F(2)(c). - Count columns can be padded text with thousands separators ("1,286"). ## Item 8: client transactions Item 8 covers the firm's and its related persons' interest in client transactions. All columns are Y/N: [8A](/data/form-adv/columns?q=8A) (proprietary interest), [8B](/data/form-adv/columns?q=8B) (sales interest), [8C](/data/form-adv/columns?q=8C) (discretion), and 8D to 8I (broker recommendations, soft dollar benefits, referral compensation). The form asks follow-ups "if you answer yes" to a parent, but the file does not enforce it. 8D is filled in 11,519 rows, yet only 9,789 have 8C(3) Y (1,730 have N). 8F is filled in 12,527 rows, 997 with 8E N. 8G(2) is filled in 7,518 rows, 1,675 with 8G(1) N. Filter on the parent first. Use 8H(1) and 8H(2), not the legacy plain `8H`. ## Item 9: custody | Column | Meaning | |---|---| | [9A(1)(a)](/data/form-adv/columns?q=9A(1)(a)), [9A(1)(b)](/data/form-adv/columns?q=9A(1)(b)) | Firm has custody of cash or securities | | [9A(2)(a)](/data/form-adv/columns?q=9A(2)(a)), (b) | Dollar amount and number of clients | | [9B(1)(a)](/data/form-adv/columns?q=9B(1)(a)) to 9B(2)(b) | Same, for related persons | | [Total Custody Amount](/data/form-adv/columns?q=Total%20Custody%20Amount) | Added by the SEC | | [9C(1)](/data/form-adv/columns?q=9C(1)) to [9C(4)](/data/form-adv/columns?q=9C(4)) | Safeguards (statements, audits, surprise examination, internal control report) | | [9D(1)](/data/form-adv/columns?q=9D(1)), [9D(2)](/data/form-adv/columns?q=9D(2)) | Firm or related person acts as qualified custodian | | [9E](/data/form-adv/columns?q=9E), [9F](/data/form-adv/columns?q=9F) | Surprise-examination month (MM/YYYY); number of qualified custodians | Traps: SEC-registered firms answer No to 9.A(1) if their only custody is deducting advisory fees, so No is not "holds nothing." Total Custody Amount equals 9A(2)(a) plus 9B(2)(a) in all 10,581 filled rows. The column 9C Unqual Opinion has Y/N on every row even for firms with no custody; read it with 9C(2) to 9C(4). ## Items 10 and 12 [10A](/data/form-adv/columns?q=10A) asks whether an unnamed person controls the firm's management or policies. Owner and officer detail (Schedules A, B, C) is not in the file. Item 12 applies, per the form, only to SEC-registered firms reporting under $25 million in 5.F(2)(c), so about 16,300 rows are blank on [12A](/data/form-adv/columns?q=12A) to [12C(2)](/data/form-adv/columns?q=12C(2)). The SEC page does not list Item 12 among the sections in the report, yet the columns are present. ## Item 11: disclosures The columns are [11](/data/form-adv/columns?q=11) and Y/N columns from [11A(1)](/data/form-adv/columns?q=11A(1)) to [11H(2)](/data/form-adv/columns?q=11H(2)), covering criminal actions (A, B), SEC and CFTC actions (C), other regulators (D), self-regulatory organizations (E), revoked authorizations to act as attorney, accountant or federal contractor (F), pending proceedings (G) and court actions (H). Each has a paired `Count of ... disclosures` column. - **Firm-level only.** The questions cover the firm and its advisory affiliates: current employees (other than clerical or support staff), officers, partners, directors, and persons controlling or controlled by the firm. They are not records of individual advisers by name. - **A ten-year window.** SEC-registered firms "may limit your disclosure of any event listed in Item 11 to ten years following the date of the event," and may report only pending charges for 11.A(2) and 11.B(2). - **Counts are SEC-derived and undefined.** The SEC gives no definition, and count and Y/N disagree for 70 item pairs across about 38 rows, each a Y with a count of 0. Use the Y/N as the filer's statement. - **A Y is the firm's own report.** The file holds no detail on the event, date or outcome; 11.G and 11.H(2) cover pending matters. The form says "you" and "your" include the filing adviser and all relying advisers under an umbrella registration (1,048 rows are umbrella registrations). ## Joining and cleaning - **The key.** Join on [Organization CRD#](/data/form-adv/columns?q=Organization%20CRD%23). It is filled on every row and unique in this file. SEC# (801- plus digits) is also unique. Never join on names. CRD, CIK and similar identifiers are identifiers: never sum them. CIK# is blank in 12,889 rows. - **Money.** Dollar columns are text like `1,234,567.00`, padded on the left with spaces and with thousands separators. Trim, remove commas, parse. A money zero is written `.00`. The exception is 5.G.(3) - Total amount of Parallel Assets, with no cents, no padding and no decimal point. The 5.K.(2) derivative ratios are text numbers such as 0.02 or 54.37. - **Integers.** Counts can also be padded and hold thousands separators. Trim first. - **Y/N.** 163 columns are Y or N. Blank is a separate state (not asked, or not answered), so keep three values and do not turn blank into N. - **Dates.** Most are MM/DD/YYYY; 9E is MM/YYYY. - **Bands.** 5H and the 1O amount are text labels, not numbers. - **Reading recipe.** Read every column as text with cp1252 encoding, and turn off any reader setting that converts "N/A" or "NA" to nulls. Non-ASCII characters exist (for example non-breaking spaces in addresses). - **Header traps.** 38 headers have trailing or double spaces (`5.K.(2)(a)(i)(3)(a) less 10 percentage ` ends in a space; `5.K.(1)(a)(xii) - Other description` has two), the SEC typo `less10` appears, and header styles mix (`over150` against `over 150`). Match headers exactly, or strip them on both sides. - **SEC-added columns.** The dictionary records their values (two statuses; five form versions, with 17,205 of 17,210 rows on 10/2021), but the SEC documents no further meaning. The same applies to the derived counts above. Do not build on a meaning the SEC has not published. The [JSON dictionary](/api/v1/form-adv/columns.json) holds each column's verbatim question and gotchas. ## What this data can't tell you - **It is what firms filed.** The SEC has not approved the filings and cannot guarantee accuracy. - **It is a subset.** Schedules A, B, C and R and most Schedule D detail are not in the file. The SEC points to IAPD for a full filing. - **It covers one group.** This file is registered advisers only. Exempt Reporting Advisers are separate, and for state-registered advisers the SEC points to state regulators through NASAA. - **Blank is not zero and not No.** Many questions are asked only after a Yes to another. ## Sources and where to go next - [Form ADV Part 1A (SEC)](https://www.sec.gov/files/formadv-part1a_1.pdf), SEC 1707 (07-24). - [SEC Investment Adviser Information Reports](https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers), the monthly files and the SEC's notes. - [Investment Adviser Public Disclosure (IAPD)](https://www.adviserinfo.sec.gov), where the SEC says to view a firm's most recent Form ADV. - [Column dictionary](/data/form-adv/columns): all 448 columns with form item, question, type, values and gotchas. - [Data hub](/data), [about this site](/about) and [the agents page](/agents) for machine-readable routes. --- Source: https://wealthtech.dev/data/form-adv · CC BY 4.0 --- # Getting API access to advisor CRMs > Of the nine advisor CRMs we checked in October 2026, four publish API documentation openly (Wealthbox, Less Annoying CRM, HubSpot and Salesforce) and Practifi publishes a reference but gates calls behind an org or partner environment. For the other four, no public developer surface was found or the page could not be read. Updated: 2026-10-17 This guide covers how a developer gets API access to the nine CRMs in our [CRM category](/categories/crm). Every statement comes from a record we saved on 2026-10-17 (checked October 2026), and the [agents page](/agents) explains what each state means. Where a fact isn't on a public page, the guide says so. "Not found" does not mean the vendor has no API: a private one may exist behind a login or a customer agreement. ## The CRMs side by side | CRM | Public API docs | How you get access | Auth | Sandbox | |---|---|---|---|---| | [Wealthbox](/products/wealthbox) | Yes | Account holder creates a token; OAuth by email request | API token, OAuth 2.0 | Not found | | [Less Annoying CRM](/products/less-annoying-crm) | Yes | Create a key on the account's Programmer API settings page | API key | Not found | | [HubSpot](/products/hubspot) | Yes | Create a developer account | OAuth, static token | Self-serve | | [Salesforce Financial Services Cloud](/products/salesforce-financial-services-cloud) | Yes (platform docs) | Need an org and a user with API access | OAuth 2.0 | Self-serve | | [Practifi](/products/practifi) | Yes (reference) | Client Connected App; partners email for an environment | OAuth 2.0 auth code | On request | | [Redtail CRM](/products/redtail) | Page unreadable | Not found | Not found | Not found | | [AdvisorEngine CRM](/products/advisorengine-crm) | Not found | Not found | Not found | Not found | | [Advyzon](/products/advyzon) | Page unreadable | Not found | Not found | Not found | | [Salentica](/products/salentica) | Not found | Not found | Not found | Not found | Rate limits, webhooks and API descriptions differ a lot between the five that publish docs. They are covered one by one below. ## CRMs that publish API docs ### Wealthbox Wealthbox's developer site describes "REST-based resource URLs" that return JSON or XML. The record (checked October 2026) shows two ways in: - **Personal API access token.** The account holder creates it in the Wealthbox settings page for API access tokens. The token goes in an `ACCESS_TOKEN` header. The docs limit what it is for: "Personal API access tokens are reserved for building personal integrations — such as those to in-house systems — and testing integration capabilities." - **OAuth 2.0.** The docs say it supports authorization code and refresh token grants, and that OAuth is required for integration partners who make an app available to mutual customers. Credentials are issued by email: you write to support@wealthbox.com with details about your application and ask for a client ID and client secret. Limits: "one request/second over a five minute" sampling period, with short bursts allowed. Exceeding it returns HTTP 429. What the docs don't say: a sandbox or test environment, webhooks, SDKs, or an OpenAPI file. Examples use curl. Wealthbox also has a [partnerships page](https://www.wealthbox.com/partnerships/) and an [integrations page](https://www.wealthbox.com/integrations/) that marks some integrations "via Zapier". There is also an MCP connector, covered in the [MCP guide](/guides/mcp-for-advisor-tech). ### Less Annoying CRM The API is documented openly at its [API docs](https://account.lessannoyingcrm.com/api_docs/v2). Facts from the record: - **Style.** Every call is a POST to `https://api.lessannoyingcrm.com/v2/` with a JSON body that names the function. We record this as RPC. - **Keys.** The docs say to manage the account's API keys on the Programmer API settings page, where you can enable or disable API access, view active keys and create new ones. They do not say which users can reach that page. The key goes alone in the `Authorization` header. An admin can turn API key access off for the account. - **OAuth.** Only for registered integration partners, who "are registered with LACRM and given OAuth credentials." - **Webhooks.** Supported, for a limited set of CRM events. The page calls the system new. - **Integrations.** The vendor's integrations page says it connects to 5,000 more apps through Zapier. The docs sections we read state no sandbox, rate limits, SDKs or OpenAPI file. The docs also describe the API as an advanced feature for capable programmers. ### HubSpot HubSpot is a general-purpose CRM that some advisors use. Its developer docs say nothing specific to wealth management. - **Getting access.** Create a developer account at developers.hubspot.com, then build an app that uses OAuth or a static access token. The authentication overview says OAuth is required for multiple accounts, while static tokens are for installing in one account at a time. - **Sandbox.** Developer test accounts are self-serve: click Create developer test account. - **Limits.** Marketplace OAuth apps get 110 requests every 10 seconds per installing account (excluding the CRM Search API). Privately distributed apps get 100 per app per 10 seconds, plus a daily cap per account: 250,000 on Free and Starter, 625,000 on Professional (190 per app per 10 seconds), and 1,000,000 on Enterprise (190 per app). - **Also published.** Webhooks, SDKs for Node, PHP, Python and Ruby, and OpenAPI specs listed in the docs index. - **MCP.** HubSpot's developer docs describe an MCP server for AI tools to reach HubSpot CRM data (see the [Claude guide](/guides/connect-claude-to-advisor-tools) for the vendor's wording). We hold no server record for it, so it has no page under [/mcp](/mcp). The pages we captured don't name an API style in words. ### Salesforce Financial Services Cloud The captured pages are general Salesforce platform docs, not Financial Services Cloud pages. The product page now calls it "Agentforce Financial Services (formerly Financial Services Cloud)." - **Getting access.** You need a Salesforce org and a user with API access enabled. A free Developer Edition org is available for testing and development, which also makes the sandbox self-serve. - **Auth.** The REST guide says a client application must use an external client app or a connected app and an OAuth 2.0 authorization flow. The captured pages don't name the flow, so the record says OAuth 2.0 with the flow not named. - **Not found.** Rate limits (the URL we guessed returned 404), webhooks, SDK list and an OpenAPI file link. We did not establish whether a Financial Services Cloud-specific MCP server exists, though Salesforce's developer home links a post about exposing custom Apex as a hosted MCP tool. ### Practifi Practifi's [API reference](https://developer.practifi.com/) is public and "sits atop the Salesforce Lightning Platform REST API." Calling it is gated. - **Clients** create a Connected App in Salesforce setup in their own Practifi org. They are pointed to a Salesforce partial copy sandbox through their Client Success team. - **Ecosystem partners** email integrate@practifi.com for a development environment, which the page says it can create quickly. The page also describes SwaggerHub auto-mock URLs for development without an environment. - **Auth.** OAuth 2.0 authorization code flow, with the authorization and token URLs on login.salesforce.com. - **Limits.** The Salesforce platform cap per 24 hours, typically 15,000 plus 1,000 per user up to 1,000,000, shared across all of the org's integrations. Not found: webhooks, SDKs, a downloadable spec (the common spec paths returned 404 on 2026-10-17), and a public integrations list. ## CRMs with nothing public to build against, or no readable page ### Redtail CRM The page that would hold the docs, redtailtechnology.com/api, returned HTTP 403 to automated reading, so the record is marked "couldn't read automatically." The readable pages describe a "flexible open API framework" and an [integrations page](https://www.redtailtechnology.com/integrations/), but contain no documentation or access instructions. That marketing sentence is the only basis for listing a native API. Redtail data is reachable another way: Orion's connector for Claude reads and creates Redtail CRM records once a firm's technical administrator enables it (see the [MCP guide](/guides/mcp-for-advisor-tech)). ### AdvisorEngine CRM, Advyzon and Salentica - **AdvisorEngine CRM.** No developer or API page is linked from the home page, and /crm returned 404. - **Advyzon.** Its home page describes one platform with built-in CRM. The integration paths we tried returned 404 and /api failed to load, so the record is marked "couldn't read automatically" rather than "not found". - **Salentica.** salentica.com redirects to SS&C Black Diamond's CRM page, which lists two CRM options built on the Salesforce Lightning Platform and Microsoft Dynamics 365. That page does not use the Salentica name, and no CRM developer docs were found. Black Diamond's integrations page mentions a "Flexible API for Advanced Customization" for the Black Diamond platform, with no docs link. ## Patterns in how access works | Pattern | CRMs | What it means in practice | |---|---|---| | Self-serve | Less Annoying CRM, HubSpot, Salesforce | Create a key, token or developer account yourself | | Self-serve token, OAuth by request | Wealthbox | A personal token is self-serve but reserved for personal integrations and testing; OAuth credentials come after an email | | Open docs, gated calls | Practifi | Read the reference freely; calls need a client org or a partner environment | | Partner registration for OAuth | Less Annoying CRM, Wealthbox | Public keys or tokens for your own account; OAuth for apps shared with other customers | | None found | AdvisorEngine CRM, Salentica | Nothing public to build against | | Unreadable | Redtail CRM, Advyzon | Docs may exist; the page could not be read | Two details matter when you plan a build: - **Single account versus many.** HubSpot says static tokens install in one account at a time and OAuth is required for multiple accounts. Wealthbox and Less Annoying CRM tie OAuth to partner status. If your product serves many firms, the OAuth path is the one to check first. - **Limits are shared.** Practifi's cap is the org's Salesforce limit, shared across every integration the org runs, so your calls compete with the firm's other tools. ## When a vendor has no public API The records support a short list of options. 1. **Ask the vendor.** The Practifi and Wealthbox records show vendors that route some access through an email address. For the vendors with nothing published, we hold no contact on record, and an API may exist behind a login or a customer agreement. 2. **Use an integration platform the vendor lists.** Wealthbox's integrations page marks some integrations "via Zapier," and Less Annoying CRM says it connects to 5,000 more apps through Zapier. No record says AdvisorEngine CRM, Advyzon or Salentica do the same. 3. **Go through another product's connector.** For Redtail, Orion's Claude connector reaches Redtail CRM records through Orion's gateway, and its tool names include creating notes and activities. A firm's technical administrator enables it, not the developer. 4. **Check the parent platform.** Salentica's page leads to SS&C Black Diamond and its Salesforce- and Dynamics-based CRM options. If a firm runs one of those, the platform's own API applies. We did not capture Dynamics docs. 5. **File exchange.** The records for these nine CRMs do not describe file import or export, so we don't claim it as an option for any of them. ## Checking a record yourself Each product page lists the quote and date behind every fact. If a vendor has published new docs since October 2026, email [corrections@wealthtech.dev](mailto:corrections@wealthtech.dev) with a public link and we will update the record. For the full set of products, see the [products index](/products). For AI-assistant connections to CRMs, see [MCP servers in advisor technology](/guides/mcp-for-advisor-tech) and [Connecting Claude to advisor tools](/guides/connect-claude-to-advisor-tools). --- Source: https://wealthtech.dev/guides/getting-api-access-advisor-crms · CC BY 4.0 --- # MCP servers in advisor technology > As of October 2026 we have records for eleven MCP servers and connectors in wealth technology, eight live and three announced only. Their authentication, read and write scope, and who has to turn them on differ, and several of those facts are not stated on any public page. Updated: 2026-10-17 ## What MCP is MCP, the Model Context Protocol, is an open protocol that lets an AI assistant call tools and read data that a server exposes. An assistant (the client) connects to a server at a URL, asks which tools it offers, and calls them on a user's behalf. A tool can be read-only, such as fetching a contact, or it can change data, such as creating a note. Which one it is depends on the server, not on the protocol. That distinction is why this guide exists. In advisor technology, the server often sits in front of client records, portfolio data or planning files. What the server lets an assistant do, and who has to approve it, are facts worth checking before you connect one. Every fact below comes from a record saved on 2026-10-17 (checked October 2026). The [agents page](/agents) explains how we mark a fact as checked on the vendor's page, taken from a third-party page, or not found. The full list is at [/mcp](/mcp). ## Live and announced are different things We use two statuses: - **Live:** a public page shows a server with an endpoint, a registry entry, or a directory listing with tools. - **Announced:** a vendor or a partner named the connection, and we found no public endpoint, tool list or listing for it. The label records what we could find. It does not mean the connection cannot be set up: Anthropic's post and Conquest's page both describe a setup route, and we have not seen either. Four live records rest mainly on a Claude connector listing, which is a third-party page (Addepar, Black Diamond, Orion, Wealthbox). A listing shows what the directory says, not what the vendor's own docs say. Where a vendor's page and a listing disagree, the record notes it and keeps the vendor's page. ## The servers on record | Server | Status | Kind | Endpoint on record | Tools | Scope | |---|---|---|---|---|---| | [Addepar MCP](/mcp/addepar-mcp) | Live | Remote MCP | mcp.addepar.com | 15 | Not stated | | [Black Diamond connector](/mcp/black-diamond-mcp) | Live | Remote MCP | bd3.bdreporting.com/mcp | 6 | Read-write | | [Milemarker MCP Server](/mcp/milemarker-mcp) | Live | Remote MCP | mcp.milemarker.co/mcp | Not found | Read and write actions | | [Morningstar MCP Server](/mcp/morningstar-mcp) | Live | Remote MCP | mcp.morningstar.com/mcp | 7 | Not stated | | [Orion Connector (Denali Gateway)](/mcp/orion-denali) | Live | Remote MCP | gateway.oriondenali.ai/mcp | 19 | Read-write | | [Wealthbox connector](/mcp/wealthbox-mcp) | Live | Remote MCP | mcp.crmworkspace.com/mcp | 67 | Read-write | | [Mastercard Developers Agent Toolkit](/mcp/finicity-agent-toolkit) | Live | Developer tooling | developer.mcp.mastercard.com | Not found | Docs and specs | | [Plaid Dashboard MCP server](/mcp/plaid-dashboard-mcp) | Live | Developer tooling | api.dashboard.plaid.com/mcp/ | 5 | Diagnostics only | | [Conquest MCP Server](/mcp/conquest-mcp) | Announced | Remote MCP | None published | Not found | Read-write | | [Envestnet connector](/mcp/envestnet-connector) | Announced | Vendor connector | None found | Not found | Not stated | | [Schwab connector](/mcp/schwab-connector) | Announced | Vendor connector | None found | Not found | Account data (no read/write label) | Three kinds appear in the records: - **Remote MCP:** a server at a URL that an assistant connects to. - **Vendor connector:** a connection a vendor has announced without saying it is MCP-based. Envestnet's page does not state it. Schwab's own release does not call it MCP. - **Developer tooling:** a server that, per its vendor, serves documentation or account diagnostics to coding tools. ## Live servers ### Portfolio and reporting platforms **Addepar** ([product](/products/addepar)). The listing shows 15 tools, all named `get_*` or `search_*`, covering portfolio data, transactions, ownership, performance attribution and private fund activity. The listing states no scope label, so we record none. Users "authenticate with your Addepar account," with no API keys, and the listing says "Permission aware access helps limit the information retrieved to what each user is authorized to see." Who enables it, the transport and any price are not stated. **Black Diamond** ([product](/products/black-diamond)). Six tools are shown. Two are generic: `blackdiamond_ask_data_warehouse` and `blackdiamond_invoke_tool`, so the six names do not list every action the connector can perform. The listing text says it can "launch rebalance sessions, and run client reports on demand," which is why scope is read-write. Sign-in is required and the method is not stated. We found no vendor page for the connector: sscinc.com returned 403 to automated reading, guessed sscblackdiamond.com pages returned 404, and the developer site failed to load, so a page may exist that we could not read. **Orion** ([product](/products/orion)) **and Redtail** ([product](/products/redtail)). One connector covers both. Of the 19 tools shown, nine start `orion_connect_` and ten start `redtail_`. Three Redtail tools create data: `redtail_add_activity`, `redtail_add_opportunity` and `redtail_create_note`. Orion's page says the connector "operates using each user's existing Orion Connect and Redtail permissions and does not create additional access to data." It is not on by default: a firm's designated technical administrator enables it in the Orion Denali Gateway Portal. The pricing FAQ on Orion's page was collapsed in the capture, so we state no price. **Milemarker** ([product](/products/milemarker)). The official MCP registry lists the server over Streamable HTTP. Authentication is a bearer token that is a tenant-scoped API key, which the registry says comes from Milemarker platform settings or the implementation team. Milemarker's page describes actions such as "Query data, deploy dashboards, build workflows, manage users." Access is requested from Milemarker through a Request Access button. No tool list or count was found. **Morningstar** ([product](/products/morningstar)). Morningstar's developer page lists seven tools, all read: analyst research, articles, data, fund holdings, ID lookup, portfolio analysis and screener. The Claude listing shows six, so the vendor page is the record. Transport is Streamable HTTP. Programmatic clients send a bearer token from Morningstar's Authentication API, and users sign in with Morningstar credentials in apps. A licensed Morningstar account is required, and Morningstar's page says a Claude for Enterprise administrator can add it as a custom connector. Morningstar says to contact an account representative about licensing, with no price given. **Wealthbox** ([product](/products/wealthbox)). The listing says "Show all 67 tools" but displays 24: 12 create or add tools and 12 get tools. The other 43 are not recorded. Sign-in is required and the protocol is not stated. Who enables it in a Wealthbox workspace and any price are not stated, and no Wealthbox-owned page about the connector was captured. ### Developer tooling These two are described by their vendors as serving developers. **Mastercard Developers Agent Toolkit.** Mastercard describes it as exposing Mastercard Developers product docs, API specs and guides as tools, including the Open Finance US (Finicity) docs, to coding assistants. There is a hosted remote option and a local stdio option. The toolkit is free, and setup is self-serve: add the server URL in an MCP client or run the npm package. No page states an authentication requirement either way. **Plaid Dashboard MCP server.** Five tools cover debugging Items, Link conversion analytics and usage. It uses Streamable HTTP with an OAuth token that has the `mcp:dashboard` scope from the `client_credentials` grant, sent as a bearer token. Tokens expire after 15 minutes. Your team must be approved for Production access with at least one Plaid product, and only Production data is served. Plaid states the server "is under active development," that breaking changes may occur, and that support is limited. The Claude listing shows a different URL ending `/sse` and four tools; Plaid's docs page is the record. ## No public endpoint found These three are marked "announced" because we found no public endpoint, tool list or listing for them. **Conquest Planning** ([product](/products/conquest-planning)). Conquest's own page says advisors can retrieve live plan data and manage strategies on a plan, "including reviewing, applying, modifying and removing them." It names Claude, ChatGPT and Microsoft Copilot as compatible. Every connection is authenticated, and a firm opts in at firm level or for specific users. Per its page, "The MCP Server is available to configure for eligible firms," and turning it on involves a short setup and an agreement with the Conquest team. No public endpoint, tool list, auth protocol or price is published, and Claude directory pages we guessed returned 404. **Envestnet** ([MoneyGuide](/products/moneyguide), [Tamarac](/products/envestnet-tamarac)). Anthropic's September 14, 2026 post says the connector lets advisors summarize Tamarac accounts and households, with a MoneyGuide plan snapshot. Anthropic's post also says the Claude for Financial Advisors plugin works with Envestnet and that "advisors choose which of these to connect during guided setup." We found no public endpoint, tool list, scope, auth or price, and no source says it is MCP-based. **Schwab** ([product](/products/schwab-advisor-services)). Schwab's September 14, 2026 release says RIAs will access Schwab Advisor Center from Claude "through an authenticated connection." Anthropic's post lists the data covered: balances, positions, transactions, cost basis, alerts and money-movement status. Anthropic's post lists Charles Schwab among the partners the plugin works with and says "advisors choose which of these to connect during guided setup." No public endpoint, read/write label or price was found. ## Security facts to check before connecting an assistant to client data These come from the gaps and details in the records above. They are checks, not endorsements of any server. 1. **Read or write.** Three live servers show tools that create or change data: Orion/Redtail, Wealthbox, and Milemarker's described actions. Black Diamond's listing says the connector can "launch rebalance sessions"; its six tool names are four read tools and two of unknown scope. Addepar and Morningstar show only read tools, but neither states a scope label. Check the tool list for names that create, add, launch or manage. 2. **Generic tools hide the real scope.** Black Diamond's `invoke_tool` and `ask_data_warehouse` are generic, so the tool list alone does not show what can run. 3. **Whose permissions apply.** Orion says the connector uses each user's existing permissions. Addepar's listing says "Permission aware access helps limit the information retrieved to what each user is authorized to see." Milemarker's registry entry describes a tenant-scoped key, and how that maps to individual users is not stated. For most others, nothing public says. 4. **How authentication works.** The records show account sign-in (Addepar), "sign-in required" with no method (Black Diamond, Wealthbox, Orion's listing), bearer tokens (Milemarker, Morningstar programmatic clients) and OAuth `client_credentials` with 15-minute tokens (Plaid). Black Diamond, Wealthbox, Conquest and Schwab say the protocol is not stated. 5. **Who turns it on.** Orion: a technical administrator. Morningstar: a licensed account plus a Claude for Enterprise administrator. Milemarker: a request to Milemarker. Conquest: an agreement with Conquest. Addepar, Black Diamond and Wealthbox: not stated. Envestnet and Schwab: Anthropic's post says advisors choose which partners to connect during the plugin's guided setup; any firm-level approval is not stated. 6. **Listing versus vendor.** Four live records rest on a directory listing (Addepar, Black Diamond, Orion's endpoint, Wealthbox). Listings can differ from vendor docs, as with Morningstar (6 versus 7 tools) and Plaid (4 versus 5 tools, different URL). 7. **Maturity.** Plaid says its server is under active development with limited support. 8. **Data scope.** The two developer-tooling servers serve documentation and diagnostics. Do not assume any server is limited to non-client data without reading its tool list. ## Where to go next For a Claude-specific walkthrough, see [Connecting Claude to advisor tools](/guides/connect-claude-to-advisor-tools). For CRM APIs behind some of these servers, see [Getting API access to advisor CRMs](/guides/getting-api-access-advisor-crms). The full agent view is at [/agents](/agents). --- Source: https://wealthtech.dev/guides/mcp-for-advisor-tech · CC BY 4.0 --- # Connecting Claude to advisor tools > Five advisor-technology connectors are listed in the Claude connector directory as of October 2026 (Addepar, Black Diamond, Morningstar, Orion and Wealthbox), along with Plaid's developer-tooling server. Milemarker and Mastercard publish servers you add by URL. Conquest, Envestnet and Schwab have announced connections, and we found no public endpoint for any of them. Updated: 2026-10-17 This guide lists what the records say about connecting Claude to advisor technology, product by product. It is based on records saved on 2026-10-17 (checked October 2026). For what each server can read and write, see [MCP servers in advisor technology](/guides/mcp-for-advisor-tech). Prices appear only where a record has a verified one. The list covers the products we hold records for. Anthropic's September 14, 2026 announcement names more vendors than are listed here, including BlackRock, iCapital, Wealth.com, Zocks, Salesforce, FactSet and S&P Global, and we have no connector records for those. Many of the facts come from the connector listing at claude.com, which is a third-party page for each vendor. Where the vendor's own page says something different, the record keeps the vendor's page. ## What each product needs | Product | In Claude's directory | Who enables it | What it needs | Price on record | |---|---|---|---|---| | [Addepar](/mcp/addepar-mcp) | Yes (added August 2026) | Not stated | An Addepar account | Not stated | | [Black Diamond](/mcp/black-diamond-mcp) | Yes (added September 2026) | Not stated | Sign-in | Not stated | | [Morningstar](/mcp/morningstar-mcp) | Yes (added November 2025); an administrator can also add it as a custom connector | Claude for Enterprise administrator (custom connector); enabling the directory listing is not stated | A licensed Morningstar account | Not stated | | [Orion and Redtail](/mcp/orion-denali) | Yes (added August 2026) | Firm's technical administrator | Orion Connect and Redtail permissions | Not stated | | [Wealthbox](/mcp/wealthbox-mcp) | Yes (added August 2026) | Not stated | Sign-in | Not stated | | [Milemarker](/mcp/milemarker-mcp) | Not on record | Request to Milemarker | A tenant-scoped API key | Not stated | | [Mastercard Developers](/mcp/finicity-agent-toolkit) | Not on record | Self-serve | Nothing stated | Free | | [Plaid Dashboard](/mcp/plaid-dashboard-mcp) | Yes (added November 2025) | Not stated | Production access and an OAuth token | Not stated | "Not stated" means the vendor's page and the listing don't say. It does not mean there is no requirement. ## Connectors in Claude's directory ### Addepar The Addepar listing (made by Addepar) shows 15 tools for portfolio data, transactions, ownership and private fund activity. You authenticate with your Addepar account, and the listing says no API keys or manual configuration are needed. The listing also says "Permission aware access helps limit the information retrieved to what each user is authorized to see." Who turns it on in an Addepar firm is not stated, and no price appears. The server address on the listing is `https://mcp.addepar.com/`. Addepar's developer docs, read on 2026-10-17, do not mention the server. Product record: [Addepar](/products/addepar). ### Black Diamond SS&C Black Diamond's listing shows six tools and the address `https://bd3.bdreporting.com/mcp`. Sign-in is required, with no method stated. The listing says it can launch rebalance sessions and run client reports on demand. We found no SS&C Black Diamond page about the connector, so the vendor's own terms, enablement steps and price are not on record. Product record: [Black Diamond](/products/black-diamond). ### Morningstar Morningstar documents this one on its own developer site. A licensed Morningstar account is required to connect and use the server. Morningstar's page says the administrator of a Claude for Enterprise account can add Morningstar as a custom connector, making it available for users of the account, and that users authenticate with their Morningstar credentials. The server is also in Claude's public connector directory. The server is at `https://mcp.morningstar.com/mcp` and exposes seven read tools. Morningstar says to contact an account representative about licensing and gives no price. Product record: [Morningstar](/products/morningstar). ### Orion and Redtail Orion's own page says its connector is available in Anthropic's Claude connector directory and offers a "Request Connector Access" button. It is not on by default: "Access requires a deliberate action by a firm's designated technical administrator through the Orion Denali Gateway Portal." After that, it uses each user's existing Orion Connect and Redtail permissions. The listing shows 19 tools, including tools that create Redtail notes, activities and opportunities. Orion's pricing FAQ was collapsed in the page we captured, so we state no price. Product records: [Orion](/products/orion) and [Redtail CRM](/products/redtail). ### Wealthbox The listing (made by Wealthbox, added August 2026) shows 67 tools at `https://mcp.crmworkspace.com/mcp` and describes searching and updating contacts, notes and opportunities. Sign-in is required. The sign-in method, who enables it in a workspace and the price are not stated on the listing or on Wealthbox's AI assistant page. Product record: [Wealthbox](/products/wealthbox). ### Plaid Dashboard (developer tooling) This one is for developers building on Plaid, not for advisors. It serves diagnostics and usage data for your Plaid account, not end-user investment data. Plaid's docs say your team must be approved for Production access with at least one Plaid product, and that you create an OAuth token with the `mcp:dashboard` scope. Plaid also says the server is under active development, with limited support. The listing shows a different URL from Plaid's docs; the docs page is the record. ## Servers you add by URL ### Milemarker Milemarker's page says you can connect Claude, ChatGPT, Codex or Gemini to your Milemarker platform. The official MCP registry lists `https://mcp.milemarker.co/mcp` over Streamable HTTP, authenticated with a tenant-scoped API key sent as a bearer token. The registry says the key comes from Milemarker platform settings or the implementation team. Access is requested from Milemarker through a Request Access button. We found no price and no tool list. Product record: [Milemarker](/products/milemarker). ### Mastercard Developers Agent Toolkit Mastercard describes this as a server that exposes Mastercard Developers product docs, API specs and guides as tools, including the Open Finance US (Finicity) docs. Mastercard's page shows the Claude Code command: `claude mcp add --transport http mastercard-developers https://developer.mcp.mastercard.com`. Mastercard says the toolkit is "completely free to use." No page states an authentication requirement either way. ## No public endpoint found These three are marked "announced" on this site, which means only that we found no public endpoint, listing or tool list for them. It does not mean they can't be connected. Anthropic's post says the Claude for Financial Advisors plugin works with Charles Schwab and Envestnet and that "advisors choose which of these to connect during guided setup." Conquest's page says its server "is available to configure for eligible firms." We have not seen the setup itself, so the records state no endpoint, tool list or price. | Product | What was announced | What's missing | |---|---|---| | [Conquest Planning](/mcp/conquest-mcp) | Conquest's page says the MCP server is available to configure for eligible firms and names Claude, ChatGPT and Microsoft Copilot | No public endpoint, tool list or price; setup involves an agreement with the Conquest team | | [Envestnet](/mcp/envestnet-connector) (Tamarac and MoneyGuide) | Anthropic's September 14, 2026 post: summarize Tamarac accounts and households, with a MoneyGuide plan snapshot | No public endpoint, tool list, auth or price; not stated to be MCP; Anthropic's post points to the plugin's guided setup | | [Schwab Advisor Services](/mcp/schwab-connector) | Schwab's September 14, 2026 release: RIAs will access Schwab Advisor Center from Claude through an authenticated connection | No public endpoint, read/write label or price; Anthropic's post points to the plugin's guided setup | The claude.com connector directory addresses we guessed for Schwab, Envestnet and Conquest returned 404, which is why we record no listing for them. ## CRMs and other products with MCP in their record Two CRM records list MCP as a connection mechanism without a server record of their own: - **HubSpot.** HubSpot's developer page says its MCP server gives "any MCP-compatible AI tool or agent secure read and write access" to HubSpot CRM data (the vendor's wording). We don't have a record of a Claude directory listing for it. - **Salesforce Financial Services Cloud.** The developer site links a post about exposing custom Apex as a hosted MCP tool. We did not establish whether a Financial Services Cloud-specific server exists. See [Getting API access to advisor CRMs](/guides/getting-api-access-advisor-crms) for the APIs behind these products. ## Before you connect - Read the [security checks](/guides/mcp-for-advisor-tech) first: read versus write, whose permissions apply, and who turns it on. - Confirm with the vendor what the connector costs and what agreement covers it. Where this guide says a price is not stated, the vendor's page didn't state one. - Check the date. Every fact here was checked in October 2026, and connectors are new: several were added to the directory in August and September 2026. If something has changed, email [corrections@wealthtech.dev](mailto:corrections@wealthtech.dev). --- Source: https://wealthtech.dev/guides/connect-claude-to-advisor-tools · CC BY 4.0 --- # About > wealthtech.dev maps how to connect to wealth technology. For each product it records API access, auth, sandbox, specs and MCP servers, with the source, a quote and the date checked. Updated: 2026-10-22 ## What it's for If you build software that talks to advisor technology, the first questions are always the same. Does this product have an API? How do I get keys? Is there a sandbox? Is there a spec I can generate a client from? Has the vendor shipped an MCP server for AI assistants yet? The answers are scattered across developer portals, partner pages, help centers and press releases, and many of them are behind a partner login. This site collects what's on public pages, quotes it, and dates it, so you can see the answer and check it yourself in one click. ## Who it's for - **Developers and product teams** integrating with advisor CRMs, planning tools, portfolio and reporting systems, custodians, aggregators and compliance platforms. - **The AI agents working for them.** Every page has a [Markdown and JSON version](/agents), there's a [JSON API](/api/v1/openapi.json), and [/llms.txt](/llms.txt) lists everything. - **Anyone working with SEC adviser data**, through the [Form ADV guide](/data/form-adv) and the [column dictionary](/data/form-adv/columns). ## How it works Every fact comes from a public page: we save the page, quote it and record the date we checked. If we couldn't find something, the page says so rather than guessing. We describe what vendors publish and don't rank products or take payment to change a fact. If something is wrong or out of date, email [corrections@wealthtech.dev](mailto:corrections@wealthtech.dev) with a public link. Product names are trademarks of their owners. This site is about software and data, not financial advice. Contact: [hello@wealthtech.dev](mailto:hello@wealthtech.dev). --- Source: https://wealthtech.dev/about · CC BY 4.0 --- # Privacy > wealthtech.dev has no accounts and no forms that store data. It counts visits with Google Analytics, which sets cookies, and keeps emails you send us for up to two years. Updated: 2026-10-17 ## Contact Questions about privacy: [privacy@wealthtech.dev](mailto:privacy@wealthtech.dev). ## What we collect **Visit statistics.** We use Google Analytics 4 to count visits and see which pages are read. It sets cookies in your browser and sends Google your IP address, browser details and the pages you view. We've turned off Google signals and ad personalization for this site. Google's own use of this data is described at [How Google uses information from sites that use its services](https://policies.google.com/technologies/partner-sites). We also use Cloudflare Web Analytics, which loads a small script from Cloudflare to count page views and page load times. It does not set cookies. **Server and security logs.** The site is hosted on Cloudflare, which processes request details such as IP address, user agent and the URL requested, to deliver pages and protect the site from abuse. We also look at aggregate counts of requests to the API and the Markdown and JSON files, including which AI crawlers fetch them. **Emails you send us.** If you email corrections@, hello@ or privacy@, we receive your address and message. Emails are forwarded to a mailbox we run. 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