MCP servers and AI connectors
11 servers and connectors that let an AI assistant read from, or write to, wealth technology products. 8 are live; the rest are announced or in beta.
For each one: the endpoint, how you sign in, whether it can write data, who has to switch it on, and what it costs. These are security facts, not endorsements.
| Server | Product | Status | Read or write | Who turns it on | Price | Checked |
|---|---|---|---|---|---|---|
| Addepar MCP Remote MCP server | Addepar | Live | Not found | Not found | Not found | Oct 17, 2026 |
| Black Diamond connector (MCP) Remote MCP server | Black Diamond | Live | read-write | Not found | Not found | Oct 17, 2026 |
| Conquest MCP Server Remote MCP server | Conquest Planning | Announced | read-write | Configured for eligible firms through a setup and agreement with the Conquest team | Not found | Oct 17, 2026 |
| Envestnet connector (Tamarac and MoneyGuide) Vendor AI connector (not MCP) | MoneyGuide, Envestnet Tamarac | Announced | Not found | Chosen by the advisor during the Claude for Financial Advisors plugin's guided setup | Not found | Oct 17, 2026 |
| Mastercard Developers Agent Toolkit (MCP) Developer-tooling MCP server | Mastercard Open Finance US (Finicity) | Live | documentation-and-specs | Self-serve: add the server URL in an MCP client, or run the npm package locally | Free | Oct 17, 2026 |
| Milemarker MCP Server Remote MCP server | Milemarker | Live | Query data, deploy dashboards, build workflows, manage users | Access is requested from Milemarker | Not found | Oct 17, 2026 |
| Morningstar MCP Server Remote MCP server | Morningstar Direct Web Services | Live | Not found | Requires a licensed Morningstar account; a Claude for Enterprise administrator can add it as a custom connector | Not found | Oct 17, 2026 |
| Orion Connector for Claude (Denali Gateway MCP) Remote MCP server | Orion, Redtail CRM | Live | read-write | Not enabled by default; a firm's designated technical administrator enables it in the Orion Denali Gateway Portal | Not found | Oct 17, 2026 |
| Plaid Dashboard MCP server Developer-tooling MCP server | Plaid Investments | Live | diagnostics-only | Production access with at least one Plaid product is required; Production data only | Not found | Oct 17, 2026 |
| Schwab connector for Claude Vendor AI connector (not MCP) | Schwab Advisor Services | Announced | Account data: balances, positions, transactions, cost basis, alerts, money-movement status | Chosen by the advisor during the Claude for Financial Advisors plugin's guided setup | Not found | Oct 17, 2026 |
| Wealthbox connector (MCP) Remote MCP server | Wealthbox | Live | read-write | Not found | Not found | Oct 17, 2026 |
Using these with your own agent
Most vendor servers are switched on by the vendor or your firm's admin, not by you. Read the "Who turns it on" column first. This list is also available to your agent through our own read-only MCP server, and every page can be read as Markdown or JSON.